Alzheimer's Disease
CGTX Update: Why I Closed My Position — And What Changed
When the thesis changes, the position has to change with it.
Alex
Biotech Investing
The Oral Disruption Is Here — And Big Pharma's Desperation Makes It Matter Even More
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.
AI
BIOTECH CATALYST AI SCANNER — March WK4
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
Scanner
BIOTECH CATALYST AI SCANNER — March WK3
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
AI
AI Weekly Scanner Performance Check
63% of our scanner picks gained 15%+ within 45 days. Here's the full breakdown across 17 weeks.
Autoimmune
T-Cell Engagers (TCE): The Race to Reset the Immune System — And the Biotechs Positioning to Win
Big Pharma is betting $10B+ that T-cell engagers can reboot the immune system. Here's the science, the money trail, and the biotechs worth watching.
Obesity
Beyond the Weight Loss Olympics: Why the Drug Patients Actually Stay On Longer Could Win
Zealand ($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 CATALYST AI SCANNER — March WK2
Biotech enters the second week of March in a turbulent crosscurrent. The XBI ETF trades near $120–126, up roughly 2–4% year-to-date after a blistering 36% return in 2025 — but the first week of March has tested nerves hard. A dramatic escalation in the Middle East, with US-Israeli strikes
Biotech Investing
🧬 BIOTECH CATALYST A SCANNER — March WK1
(Editor's note) The evolving geopolitical landscape in the Middle East warrants close attention from market participants. Elevated volatility may pressure near-term returns; however, it can also open selective opportunities for investors with appropriate risk tolerance and a long-term perspective. Above all, we stand in solidarity with those directly
Oncology
IN8bio ($INAB) Update: The Cash Crisis Is Over. Now the Real Question Begins.
Three months ago, we called INAB a "tier-one scientific innovator trapped in a tier-four financial vehicle." Since then, the company has raised $20 million, appointed a new President, and quietly unveiled what may be its most valuable asset. Here's what's changed — and what hasn't.
🧬 BIOTECH CATALYST AI SCANNER — February WK4
(Editor's note : I'm releasing the Week 4 Scanner a bit early, as I'm currently tied up with a new project at work. A quick heads-up on something not covered in this week’s issue: MoonLake Immunotherapeutics ($MLTX) is hosting its Investor Day on February
🧬 BIOTECH CATALYST AI SCANNER – FEBRUARY WK3
(Editor's note) I would like to remind readers that this scanner is designed to provide preliminary leads and spark ideas for further analysis. While our platform leverages historical data, machine learning, and AI-driven insights, predictive modeling is inherently uncertain. Please conduct thorough independent research before making any investment