AI
Six of this week's ten featured names were in last week's report. That is not the scanner being lazy — it is what an August calendar looks like when a dozen companies all guided to "mid-2026" and the quarter is running out of days.
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The top of this week's list is a wreckage report. Karyopharm ($KPTI) takes the #1 slot down 80% on the month after a Phase 3 miss on July 30. Capricor ($CAPR) sits at #5 down 83% after an FDA advisory committee voted 9–3 against its drug on
AI
The tape going into August is a study in exhaustion. Look down this week's featured list and the striking thing isn't the catalysts — it's how many of these names are trading like the market has already given up on them. Beam sits at an
AI
Programming note — the weekly AI Catalyst Scanner will run through the end of August 2026, then pause. The economics of the weekly format have moved against it: the API and data costs behind each issue have risen steadily, and the honest reason we're not converting this into a
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This week's screen is dominated by a late-July-through-August PDUFA pileup — nine of ten featured names have FDA decisions or major data landing inside the next six weeks, and five of those cluster in a five-day stretch between July 26 and August 5. That'
Autoimmune
In vivo CAR-T just became biotech's hottest autoimmune bet: $14B committed, zero human readouts. We break down all four B-cell depletion modalities, the leaders, the risks, and what's buyable.
AI
This issue skews toward hard regulatory dates and, unusually, toward big pharma. Eight of the seventeen names carry a PDUFA or generic-drug action date, clustered between July 11 and August 17 — Celcuity, Capricor, Outlook, MannKind, NRx, Moderna, Merck, and Astellas all have the FDA calendar circled. That's
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This week's slate is short, and the reason is mechanical rather than a lack of opportunity. The scanner only surfaces catalysts dated at least seven days forward from the scan date, and no more than 45 days out — a 7-to-45-day forward window. Anything with a
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The XBI spent the back half of June grinding sideways after a sharp spring rally, and this week's scan reflects a tape that's rewarding regulatory clarity over clinical hope. The top of the board is unusually de-risked: the two highest-ranked names are sitting on
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This week the tape, not the calendar, sets the mood. Almost every name on the featured board walks into its catalyst beaten down — RSIs clustered in the teens to mid-40s, twenty-one-day momentum negative across nine of the top ten. Celcuity is the sharpest example: a company with
PROTAC
The first PROTAC just got approved. Here's the science behind protein degradation, the money pouring in, the rival approaches, and the biotechs worth watching.
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(Editor's note) I sincerely apologize for a data discrepancy in last week's scanner article, where information regarding BCAB and BCYC was inadvertently conflated. While the core ML/AI data sources remain accurate and unchanged, a temporary switch in my editorial processing tools caused a degradation in