The Biotech Investor's Compass: Navigating Risk in a Field of Uncertainty
Standard valuation metrics fail in biotech. Success requires different frameworks. I'll share my approaches—wins, losses, and lessons learned.
Alex
🧬 BIOTECH CATALYST AI SCANNER — November WK1
I have significantly upgraded the catalyst scanner by integrating advanced machine learning algorithms that operate on static datasets and incorporating AI-driven features for greater analytical depth and quality. While these technological enhancements improve the scanner’s coverage and insight, it’s important to note that AI functions solely as a
Biotech Catalyst Scanner Results - OCT Week 5-
https://www.biostockinfo.com/biotech-catalyst-ai-scanner-november-wk1/
Please kindly check the updated version of the Catalyst Scanner at the link above.
When a 110% Price Gap Turns Into a Trading Halt Nightmare: The Inventiva S.A. ADR Story ($IVA)
A 70% gain in two weeks should feel like victory. Instead, it exposed one of the most dangerous traps in biotech investing, and a lesson every ADR trader needs to know.
The $12B Alarm Bell: Smart Money is Buying Solid Biosciences ($SLDB) While Retail Investors are Sleeping
Novartis's $12B acquisition of Avidity just repriced the gene therapy market, yet Solid Biosciences lags far behind. Top institutional investors see de-risked biology and standout safety in SLDB's early data.
Are retail investors missing one of the most asymmetric opportunity in biotech?
Why a French Biotech Nobody's Heard Of Could Deliver 5x Returns in 2026
First and only to hit both FDA surrogate endpoints in Phase 2b. Fully enrolled Phase 3, topline H2 2026. Most advanced oral MASH program outside approved Rezdiffra. Yet trading at $650M—1/6th~1/15th of comparable competitors.
SPRO: The Antibiotic Play Nobody Wants (But GSK Does)
Spero Therapeutics sits at a $133 million market cap. GSK ranks its sole asset as a top-14 priority with $2.7 billion peak sales potential. Someone's wrong—and it's probably not the pharmaceutical giant holding 16% of the shares.
ALGS Part 1: The Virus That Won't Die & The Team Playing Chess While Others Play Checkers
For forty years, Hepatitis B has been medicine's greatest escape artist—suppressed but never caught. Now a battle-tested team thinks they've finally closed the trapdoor, and the market is betting they're wrong.
ALGS Part 2: The Mechanism - Why ALG-000184 Might Actually Close the Trapdoor
Capsid modulators have failed before. The graveyard is full of promising molecules that couldn't escape resistance or deliver antigen reductions. So what makes Aligos think they've solved it?
ALGS Part 3: The Combination Play - Why Aligos Wins Even When Competitors Succeed
The HBV cure race isn't winner-takes-all. It's a puzzle where multiple pieces need to fit together. Aligos positioned itself at the center of every solution - but the validation picture is murkier than it first appears.