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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
Immunology
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
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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
Biotech Investing
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.
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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