Four Ways to Kill a B-Cell: Why In Vivo CAR-T Just Became Biotech's Hottest Autoimmune Bet

In vivo CAR-T just became biotech's hottest autoimmune bet: $14B committed, zero human readouts. We break down all four B-cell depletion modalities, the leaders, the risks, and what's buyable.

BIOTECH CATALYST AI SCANNER — July WK2

This issue skews toward hard regulatory dates and, unusually, toward big pharma. Eight of the seventeen names carry a PDUFA or generic-drug action date, clustered between July 11 and August 17 — Celcuity, Capricor, Outlook, MannKind, NRx, Moderna, Merck, and Astellas all have the FDA calendar circled. That's

Altimmune ($ALT): Best-in-Class Tolerability, One Real Fibrosis Question, and a Serious-Liver-Disease Franchise the Market Is Pricing at Almost Nothing

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.

BIOTECH CATALYST AI SCANNER — July WK1

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

BIOTECH CATALYST AI SCANNER — June WK4

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

BIOTECH CATALYST AI SCANNER — June WK3

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

BIOTECH CATALYST AI SCANNER — June WK2

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

Targeted Protein Degradation: The Drugs That Destroy Disease Instead of Blocking It — And the Biotechs Positioning to Win

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.

BIOTECH CATALYST AI SCANNER — June WK1

(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

BIOTECH CATALYST AI SCANNER — May WK4

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

Artiva Biotherapeutics (ARTV): Cell Therapy Efficacy. Biologic Safety. And A Commercial Opportunity That's Larger Than The Current Price Implies.

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

BIOTECH CATALYST AI SCANNER — May WK3

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