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 TCE
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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
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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 Insight The
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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 13–20 range
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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, the setups are
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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 embargo lifts rather
Biotech Investing
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 affects
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(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
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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
Finding Undervalued Biotechs via Thorough Investigation and Sharing Tips
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 can
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 momentum. That
When the thesis changes, the position has to change with it.
The FDA just approved the first oral IL-23 blocker for psoriasis — a structural break in immunology that lands precisely when Big Pharma's patent cliff desperation is making de-risked clinical assets more valuable than ever.
Biotech is caught in a crossfire this week. Escalating geopolitical tensions in the Middle East have injected fresh volatility across risk assets, with small-cap biotech taking an outsized hit as institutional capital rotates toward safe havens. The sell-the-sector trade doesn't discriminate between companies burning cash and those sitting
Biotech just gave back three weeks of gains in a single session. XBI dropped to $122.62 — virtually unchanged from where it started the year — after a broad risk-off move that hit small-caps harder than large-cap pharma. The catalyst? Rising yields, tariff escalation noise, and a general loss of patience
63% of our scanner picks gained 15%+ within 45 days. Here's the full breakdown across 17 weeks.
Big Pharma is betting $10B+ that T-cell engagers can reboot the immune system. Here's the science, the money trail, and the biotechs worth watching.
Zealand ($ZEAL) Pharma's petrelintide posted among the cleanest safety profiles ever seen in an obesity trial. The market punished it 35%. The data deserves a closer look.
Biotech enters the second week of March in a turbulent crosscurrent. The XBI ETF trades near $120–126, up roughly 2–4% year-to-date after a blistering 36% return in 2025 — but the first week of March has tested nerves hard. A dramatic escalation in the Middle East, with US-Israeli strikes
(Editor's note) The evolving geopolitical landscape in the Middle East warrants close attention from market participants. Elevated volatility may pressure near-term returns; however, it can also open selective opportunities for investors with appropriate risk tolerance and a long-term perspective. Above all, we stand in solidarity with those directly
