Analysis
Disclosure: I hold a bullish position in Altimmune (ALT) through call options expiring January 2027 — a leveraged, directional position that profits if the stock rises. Assume that gives me a financial interest in a favorable outcome and weigh this analysis accordingly. My positions may change at any time without notice.
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This week's slate is short, and the reason is mechanical rather than a lack of opportunity. The scanner only surfaces catalysts dated at least seven days forward from the scan date, and no more than 45 days out — a 7-to-45-day forward window. Anything with a
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The XBI spent the back half of June grinding sideways after a sharp spring rally, and this week's scan reflects a tape that's rewarding regulatory clarity over clinical hope. The top of the board is unusually de-risked: the two highest-ranked names are sitting on
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This week the tape, not the calendar, sets the mood. Almost every name on the featured board walks into its catalyst beaten down — RSIs clustered in the teens to mid-40s, twenty-one-day momentum negative across nine of the top ten. Celcuity is the sharpest example: a company with
The calendar does the heavy lifting this week. ENDO, EHA and the tail of ASCO converge in mid-June, stacking the kind of conference readouts that move small-cap biotech regardless of where the broad tape sits. Three of this week's featured names — Rezolute, MBX and Cellectis — present
PROTAC
The first PROTAC just got approved. Here's the science behind protein degradation, the money pouring in, the rival approaches, and the biotechs worth watching.
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(Editor's note) I sincerely apologize for a data discrepancy in last week's scanner article, where information regarding BCAB and BCYC was inadvertently conflated. While the core ML/AI data sources remain accurate and unchanged, a temporary switch in my editorial processing tools caused a degradation in
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June is arriving loaded. The next five weeks bring a concentrated cluster of pivotal Phase 3 readouts, two PDUFA dates, and the year's densest conference run — ASCO already behind us, with EHA, EULAR, ENDO, ADA, and SVS VAM all hitting in the next three weeks. XBI has been
Autoimmune
The Setup Between late March and early May 2026, two private biotechs were acquired by Big Pharma for a combined $3.7B in upfront cash. Gilead paid $1.675B for Ouro Medicines and its BCMAxCD3 T-cell engager. UCB paid $2.0B for Candid Therapeutics and its dual CD19/BCMA
Finding Undervalued Biotechs via Thorough Investigation and Sharing Tips
Five PDUFA dates over four weeks. MNKD on May 29, CING on May 31, IRWD on May 24, SPRO on June 18, ACHV on June 20 — FDA decisions spread across pediatric diabetes, ADHD, pediatric GI, antibiotics, and smoking cessation, with ASCO opening June 1 while two of those decisions are
Q1 2026 — of Q1 picks gained 15%+ within 45 days A full quarterly review of all top-10 BSI scanner picks from Jan WK1 (Jan 5) through Mar WK4 (Mar 20) — 12 weekly scans, 115 picks tracked. 📷 Snapshot date: May 8, 2026 — all 45-day windows fully matured Q1 Key
The XBI has been coughing up gains all week, with macro-driven risk-off sentiment pressuring even names with clean data behind them. The notable pattern this issue: several large-cap biotech names — INSM, GPCR, RLAY, IDYA — are appearing in the scanner in deeply oversold territory, RSIs running in the
The XBI remains highly sensitive to clinical execution this week, with the market brutally punishing regulatory ambiguity while heavily rewarding clean proof-of-concept data. We are seeing a distinct rotation toward niche specialists and away from crowded, undifferentiated platform plays. Heading into mid-May conferences like ASGCT and ATS,
Conference season is at full speed. Between May 14 and June 2, the scan runs through SID, ISPOR, ATS, ISSVA, and ASCO in near-continuous succession — a stretch where abstracts drop before the prior week's data has been fully digested, and catalyst-driven small-caps often move on
The most dangerous number you've never heard of may be quietly sitting in your blood — and for the first time in history, the pharmaceutical industry is just months away from proving it can do something about it. Lipoprotein(a), or Lp(a), is a cholesterol-carrying particle that
(Editor's Note) I’ve slightly updated the AI Scanner to provide more detailed information about each ticker, especially for the Top 10 Picks. While this doesn’t guarantee improved predictions, I hope it enhances your understanding of each ticker before conducting your own due diligence. If you find
AACR (April 17–22) and AAN (April 19–21) are running simultaneously this week, flooding the conference circuit with data across oncology and neurology. It's a dense period for catalyst traders: nine entries in this issue have events between April 17 and April 22, with the remaining catalysts
The AACR Annual Meeting (April 17–22, Philadelphia) dominates the calendar this week. Six of the top 20 names are presenting oncology data at the same conference, creating a concentrated event window where strong individual results risk getting lost in the noise — and where a sector-wide rally or selloff
Last autumn, we published our original thesis on MoonLake Immunotherapeutics a month or so after the aftermath of a brutal selloff. The stock had cratered from $60s to under $7 following a messy Phase 3 VELA readout in September 2025 that confused the market — despite underlying science that looked fundamentally
The biotech sector enters April under significant stress. XBI remains in a pronounced downtrend, and broad market volatility has bled heavily into small-cap names — particularly those approaching binary catalysts. Most featured candidates this week are sitting at or near oversold levels, with eight of ten showing negative 21-day
When the thesis changes, the position has to change with it.
