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Research & Deep Dives
Full scientific deep dives — the science, clinical data, catalysts, IP, and the risks management won't put on a slide. 42 free to read here; the rest, plus every update and call, are on the Substack.
- MiNK Therapeutics INKTJun 13, 2026 ImmunologyOncology Read →
- Elicio Therapeutics ELTXJun 12, 2026 Oncology Read →
- Oculis Holding OCSJun 5, 2026 NeurologyOphthalmology Read →
- Compugen CGENJun 4, 2026 Oncology Read →
- Coherus Oncology CHRS
The IL-27 Wager: A 17% CR Rate, a 20%+ Royalty Tax, and a Mid-2026 Coin Flip
May 20, 2026 Oncology Read → - Corvus Pharmaceuticals CRVS
The Biology of ITK Inhibition: Separating the Science from the Sample Size
May 19, 2026 DermatologyOncology Read → - Cellectar Biosciences CLRB
The Lipid Raft Exploit: Why Cellectar’s Science is a Buy but the Stock is a Watch
May 7, 2026 Oncology Read → - CytoDyn CYDY
The CCR5 Dilemma: How a 10.5% Royalty Stack and Death Spiral Debt Bury Leronlimab’s Scientific Promise.
Apr 21, 2026 NeurologyOncology Read → - Phio Pharmaceuticals PHIO
Hacking the RISC complex without lipid nanoparticles: An objective look at Phio's localized delivery moat.
Apr 15, 2026 Oncology Read → - Processa Pharmaceuticals PCSA
Solid Pharmacology, Existential IP Lawsuits, and... Cryptocurrency?
Apr 11, 2026 GI/HepatologyOncology Read → - C4 Therapeutics CCCC
Deconstructing the Molecular Assassins: Evaluating Cemsidomide’s Efficacy, CFT8919’s Allosteric Edge, and the True Value of the TORPEDO Platform.
Apr 1, 2026 Oncology Read → - Allogene Therapeutics ALLO
A Biological Paradigm Shift or a Ticking Clinical Time Bomb?
Mar 27, 2026 ImmunologyOncology Read → - Alterity Therapeutics ATHE
A Brilliant Iron Chaperone or a Phase 2 Statistical Illusion? Decoding ATH434's Risky Path to a $2.4 Billion MSA Market.
Mar 26, 2026 Neurology Read → - Medicenna Therapeutics MDNAF
Solving the IL-2 Toxicity Trap Before the Cash Runs Out.
Mar 20, 2026 Oncology Read → - Tango Therapeutics TNGX
Why Big Pharma is Watching TNGX (And Why You Should Consider Waiting for the RevMed Data)
Mar 18, 2026 Oncology Read → - Sagimet Biosciences SGMT
Reversing Fibrosis, Losing Hair, and a Ticking 2032 Patent Clock.
Mar 13, 2026 DermatologyMetabolic Read → - Marker Therapeutics MRKR
Brilliant Biology Meets a Brutal Balance Sheet: Is MRKR a Trade or a Trap?
Mar 10, 2026 Oncology Read → - Intellia Therapeutics NTLA
Pushing a Genetic Hotfix to Production: Analyzing the Brilliance and the Bugs in Intellia’s In Vivo CRISPR Pipeline
Mar 5, 2026 CardiovascularImmunology Read → - Fortress Biotech FBIO
Surviving the Death Spiral: How a Priority Review Voucher Just Bought FBIO Time to Prove its Hub-and-Spoke Model.
Feb 24, 2026 DermatologyHematology Read → - Eton Pharmaceuticals ETON
Why Boring is Beautiful: A Masterclass in Biological Arbitrage and Rare Disease Execution.
Feb 19, 2026 GI/HepatologyMetabolic Read → - Replimune Group REPL
Syncytia, Single-Arm Data, and the Amgen Tax: A Pre-PDUFA Deep Dive into Replimune (REPL)
Feb 17, 2026 Oncology Read → - Enanta Pharmaceuticals ENTA
Can This Chemistry Shop Crack the Oral Biologics Code?
Feb 10, 2026 DermatologyImmunology Read → - Ultragenyx Pharmaceutical RARE
From Concrete Bones to Silenced Genes: A Deep Dive into the Biology of RARE
Feb 9, 2026 CardiovascularGI/Hepatology Read → - Travere Therapeutics TVTX
Why the Biology Matters: A Look Under the Hood at FILSPARI and Pegtibatinase.
Feb 6, 2026 MetabolicRenal Read → - Ovid Therapeutics OVID
A Post-Hype Rebuild: High-Wire Neurobiology with a New Cash Safety Net.
Jan 27, 2026 Neurology Read → - Ocugen OCGN
High Science, Low Cash: Can Ocugen's 'Master Regulator' Platform Outrun its Balance Sheet?
Jan 21, 2026 Infectious DiseaseOphthalmology Read → - NervGen Pharma NGEN
A High-Stakes Bet on Neuroregeneration: Analyzing the Data, the Dilution Gap, and the Binary Outcome.
Jan 14, 2026 Neurology Read → - Definium Therapeutics DFTX
Stripping the Shaman from the Science: Can Definium turn LSD into a scalable pharmaceutical without therapy?
Jan 14, 2026 Neurology Read → - Incannex Healthcare IXHL
Can a Combo-Pill Really Replace the CPAP Mask? Analyzing the Science Behind IHL-42X.
Jan 11, 2026 ImmunologyNeurology Read → - Larimar Therapeutics LRMR
Can a Viral Peptide Cure Ataxia Without Triggering the Immune System?
Jan 11, 2026 Neurology Read → - Cabaletta Bio CABA
De-risking the Mechanism: How "Kill Everything" May Be the Winning Strategy.
Jan 8, 2026 DermatologyImmunology Read → - Fractyl Health GUTS
The Ozempic Off-Ramp: Can a one-time procedure solve the $100B durability problem?
Jan 7, 2026 Metabolic Read → - Longeveron LGVN
Longeveron (LGVN): The HLHS Lottery Ticket?
Jan 6, 2026 CardiovascularMetabolic Read → - CervoMed CRVO
The ‘Bad Batch’ Theory, Synaptic Rescue, and the Race Against Dilution
Dec 31, 2025 Neurology Read → - Clene CLNN
Can nanocrystals save neurons before dilution crushes investors?
Dec 30, 2025 Neurology Read → - Greenwich LifeSciences GLSI
Insolvent but Effective? A Deep Dive into the '0% Recurrence' Biotech Running on Fumes.
Dec 26, 2025 Oncology Read → - Viking Therapeutics VKTX
Novo is in First Place (again). Here’s Why Viking is Now a Main Hedge for Everyone Else.
Dec 23, 2025 GI/HepatologyMetabolic Read → - Gain Therapeutics GANX
Proof-of-Mechanism vs. Proof-of-Dilution: Why Did the Market Puke on Positive News?
Dec 19, 2025 MetabolicNeurology Read → - Altimmune ALT
When Good Data Isn’t Good Enough.
Dec 19, 2025 GI/HepatologyMetabolic Read → - Artiva Biotherapeutics ARTV
Can Artiva’s Off-the-Shelf NK Cells Fix the CAR-T Safety Crisis?
Dec 17, 2025 DermatologyImmunology Read → - Reviva Pharmaceuticals RVPH
Can One Phase 3 Trial Unlock a Billion-Dollar Drug?
Dec 15, 2025 CardiovascularDermatology Read → - Milestone Pharmaceuticals MIST
FDA Approved, Funded to Launch, and Protected until 2042: A deep dive into etripamil’s chemistry and commercial moat.
Dec 15, 2025 Cardiovascular Read →