As we approach the end of the year, I want to take a moment to wish all our subscribers a very Merry Christmas and a Happy New Year. It has been a year of navigating the volatile biotech markets together, and I truly appreciate the community of independent-minded investors we&
The XBI sits at $123 near its 52-week high of $125.87—a 27% climb from April lows that's rewarded risk-takers but now leaves less margin for error. With year-end tax selling and portfolio rebalancing underway, the question isn't whether biotech is "back" but
Two emerging biotechs just became the most attractive acquisition targets in obesity after releasing game-changing Phase 1 and Phase 2 data on December 8th.
Black Friday sale extended to biotechs, with numerous attractive companies trading at bargain prices. Outcome of last week's scanner revealed a significant surprise, especially with CAPR despite ongoing skepticism about the data’s credibility. JANX, as discussed in my recent article, disappointed investors. However, this is the nature
The $1 trillion battleground where pharma giants and scrappy biotechs are fighting for supremacy — and why the real winners may be patients who couldn't afford these drugs before.
In the high-stakes world of biotechnology, "good" is often not enough when the market is pricing in "perfection." Yesterday, Janux Therapeutics ($JANX) released updated Phase 1 data that triggered a sharp >40% sell-off. The market’s simplistic algorithm—"No massive beat on the headline
The XBI just logged a +10.72% gain over 21 days—and the beaten-down clinical-stage names are stirring. This week's scanner combed through 250+ catalyst events expected within 10-45 days. What jumps off the screen? Eight companies currently trade below their cash balances. The market has essentially written
Data-driven biotech investing: Biostockinfo reveals how clinical catalysts, anticipation run-ups and Breakthrough Therapy designations create alpha for independent retail investors.
I apologize for the delay in this week’s AI Scanner. I’ve been working on using newly updated Gemini 3.0, which was supposed to be superior. However, the results were mixed, and it took some time to debug the system. This AI Scanner is still work in progress,
Is this a value trap headed for dilution and oblivion—or a deeply mispriced recovery play for investors who can live with binary risk?
After an extremely tough week for the biotech sector—and the broader market—we're finally seeing signs of recovery. With the government shutdown issue now resolved, the sector should hopefully regain momentum in the coming weeks. From last week's top 15 picks, IFRX and GLTO showed
Biotech investing looks chaotic from the outside, but retail investors can compete with PhDs by using a disciplined framework, understanding risk, and defining clear exits so they play a game of skill, not luck.
MLTX
The Fall from Grace: A 90% Overnight Collapse On September 28, 2025, MoonLake Immunotherapeutics (NASDAQ: MLTX) experienced one of biotech's most dramatic single-day collapses in recent memory. The stock plummeted 90%—from $62 to as low as $5.95—as the company announced results from its Phase 3
AI
Here are the biotech catalyst AI scanner results for the second week of November. This past week has been particularly challenging for many biotechs, especially in the rare disease sector, where numerous setbacks have negatively impacted market sentiment. General market volatility and a noticeable friction between the FDA and the
Rare Disease
Explore the volatile world of rare disease biotechs in 2025, from Novartis's $12B Avidity acquisition sparking optimism to FDA scrutiny causing stock plunges for uniQure and Sarepta.
Guide
Standard valuation metrics fail in biotech. Success requires different frameworks. I'll share my approaches—wins, losses, and lessons learned.
AI
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
Inventiva
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.
Solid Bioscience
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?
Inventiva
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
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
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.
Aligos Therapeutics
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?
Aligos Therapeutics
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.