Free Biopharma Investor Posts

The 44rd Annual J.P. Morgan Healthcare Conference is taking place in San Francisco, CA from January 12-15, 2026. "This premier conference is the largest and most informative healthcare investment symposium in the industry which connects global industry leaders, emerging fast-growth companies, innovative technology creators and members of the investment community." ( https://www.jpmorgan.com/about-us/events-conferences/health-care-conference ) Many of the smid-cap biopharma co

Summary Since 2023, BPIQ model portfolios built around biopharma hedge-fund consensus holdings have consistently outperformed the biotech benchmarks XBI and IBB. Want access to our portfolio holdings and other portfolios info/tools to help you make better biopharma investment decisions? Sign up for Elite or APEX today? Background We launched our first consensus-based portfolio (Top 20s) on 4/1/2023 and, by 9/30/2023, applied the hedge-fund favorites framework across the rest

Summary Hedge fund holdings can help you discover new investment ideas We identified & follow the top biopharma-focused hedge funds Q3 hedge fund holdings reports were released on ~11/14/25 This report focuses on top holdings of top biopharma hedge funds as of 09/30/25 Top Biopharma Hedge Funds At BPIQ we identified the top smid-cap biopharma-focused hedge funds ^1. We updated our database of holding and other info re: these funds with their recently-released data for holdings

The $AKRO $NVO M&A announcement earlier was a strong signal, check our post after the ETNB acquisition  for context. In addition, AKRO was in 4 of our 5 hedge fund favorite accounts. Deal Terms $54/share cash + $6/share CVR tied to FDA approval of efruxifermin (EFX) for MASH cirrhosis 57% premium to Akero’s pre-deal price Adds Phase 3 FGF21 analog EFX to Novo’s metabolic portfolio  FGF21 analogue EFX is the only treatment to show significant fibrosis regression in phase 2 in

We updated our Run-Up portfolio targets, which can see along with all the portfolio targets at the link below. Thus far this year our Run-Up portfolio has yielded a 14.9% return (unaudited). The next major update to our portfolios should be in mid-November when Q3 hedge fund holdings become available. 🔗   https://app.bpiq.com/analysts/portfolio-targets     Become a BPIQ subscriber  today and get 20% off Elite plans! 🏷️ » Elite plan gets access to our portfolio holdings   Th

Roche is stepping into the MASH/NASH race. The company will acquire 89bio (ETNB)  for $14.50/share in cash  (~$2.4B equity value). On top of that, shareholders get a CVR worth up to $6.00/share , bringing the total potential deal value to $3.5B .   The Asset The prize is pegozafermin (pego) , 89bio’s lead program for MASH/NASH. Pego is a glycoPEGylated FGF21 analog . Designed to drive weight loss, reduce liver fat, and improve fibrosis.   Deal Terms Cash upfront:  $14.50/shar

Summary Hedge fund holdings can help you discover new investment ideas We identified & follow the top biopharma-focused hedge funds Q2 hedge fund holdings reports were released on ~08/14/25 This report focuses on top holdings of top biopharma hedge funds as of 06/30/25 Top Biopharma Hedge Funds At BPIQ we identified the top smid-cap biopharma-focused hedge funds ^1. We updated our database of holding and other info re: these funds with their recently-released data for holdings

Our Q2 Hedge Fund data is now updated! A few favorite stocks are lining up for major readouts in Q3–Q4, and some are likely to move big. Below are 6 key catalysts we’re watching closely. 📈 📉   $ MLTX  Sonelokimab / Hidradenitis Suppurativa / Phase 3 » Potential for a highly differentiated, “gold standard” therapy in HS » Achieved highest responses to date in HS » Ph2 MIRA trial in HS was designed as a pivotal study Ph2 results recap 👇 $ CRNX  Paltusotine / Acromegaly / PDU

So, SC Pharma (SCPH) dropped about 4% after reporting their Q2 2025 update on August 7 even though revenue was up big both quarter-over-quarter and year-over-year. At first glance, that makes no sense, right? But here’s what I think is going on. The Kidney Doctor Puzzle They’ve got this new kidney indication approval, and management made it sound like they were breaking into that market fast. Turns out… not so much. Apparently, tracking down and getting in front of these kidn

Looking for a faster way to identify key biotech events and upcoming catalysts relevant to your portfolio? The Advanced Catalyst Search in BPIQ is a powerful tool designed to help you zero in on what matters most, from drug development timelines to market-moving events. Here’s a quick guide to get you started: 🔍 Accessing the Tool Go to the Catalyst Calendar  page in BPIQ. Click the “Advanced Search Filter” button. ⚙️ How to Use the Filters Customize your search by applying

COGT I have been updating my diligence in COGT over the past month They had a big positive readout on 7/7/25 They have several more big readouts this year, although probably not as big as the 7/7 readout Background I initially started to follow COGT after I saw them as a biopharma hedge fund favorite at that time (great way to find new companies to dig into) They are trying to develop a better drug than BPMC's Ayvakit targeting same mutation of same enzyme, with more potency

“Bio/pharma funding deal data in H1 2025 reveals a troubling downward shift starting in February.” Investment in bio/pharma was down in H1 2025 according to data from the BiopharmIQ database¹. From the total first half data, this was most apparent in data related to public companies. However, more troubling were the downward trends in bio/pharma investment seen as 2025 progressed. Q2 2025 had the lowest private and post-IPO public funding activity of any quarter since Q1 2024

A number of rare/genetic disease readouts are set this Q3 2025. Some of them are likely to move big. See table below for 6 of the anticipated readouts. 📈 📉 6 stocks likely to move big on rare/genetic disease readouts in Q3 ‘25 👇    $ARCT ARCT-032 / Cystic Fibrosis / Phase 2 » Safety findings → No SAEs, severe AEs, or dose-limiting toxicities → Dose-related increase in transient, mild, post-dose respiratory symptoms » PK findings: Very low systemic exposure → mRNA: all plas

APLS This stock is worth a closer look at the current enterprise value/stock price. Pros → 2 Approved early-stage drugs, → 7/28 PDUFA with solid data for next rare disease indication for EMPAVELI, → More attractive entry point for buying stock (~$2.25B MC and EV),   ⚬ Valuation is now 1/2 where it was 6 months ago → ~$150M/quarter in product revenue with early products, → Early stage SiRNA asset to enhance effectiveness of SYFOVRE has exciting potential, → SYFOVRE safety issu

An interesting company to diligence is ACRS (Aclaris) - they have 2 Big Mover readouts coming this month for 2 different assets, and their market cap is less than $200M, yet 7 hedge funds hold them. It's very rare for this many hedge funds to hold a company with that market cap. However, in 2021 their market cap was 10X current, and we find that biopharma-focused hedge funds are not in a rush to pull out of holdings where they have lost big. We have not traced the hedge fund

If you are looking for another interesting company to diligence, check out COGT. They are trying to develop a therapeutic that would compete with BPMC's lead drug AYVAKIT® (avapritinib) to treat Systemic Mastocytosis (SM). BPMC announced yesterday that it agreed to be acquired by SNY for ~$9B, whereas COGT has a current market cap around $650M and EV ~$500M. Thus, if COGT were successful to develop a therapeutic to displace AYVAKIT, investors would be handsomely rewarded. COG

Summary Hedge fund holdings can help you discover new investment ideas We identified & follow the top biopharma-focused hedge funds Q1 hedge fund holdings reports were released on ~05/15/25 This report focuses on top holdings of top biopharma hedge funds as of 03/31/25 Top Biopharma Hedge Funds At BPIQ we identified the top smid-cap biopharma-focused hedge funds ^1. We updated our database of holding and other info re: these funds with their recently-released data for holdings

As we have discussed in prior posts , we transitioned our BPIQ model portfolios to strategies that utilized top holdings of bio/pharma-focused funds. This post updates the performance of those model portfolios in their first full year. Furthermore, this post presents results of more back-testing we performed as we tested similar and further refined sub-strategies based on hedge-fund favorite holdings. Four conclusions can be drawn from this work: 1) All 5 of our Our BPIQ mode

Summary Hedge fund holdings can help you discover new investment ideas We identified & follow the top biopharma-focused hedge funds Q4 hedge fund holdings reports were released on ~02/14/25 This report focuses on top holdings of top biopharma hedge funds as of 12/31/24 Top Biopharma Hedge Funds At BPIQ we identified the top smid-cap biopharma-focused hedge funds ^1. We updated our database of holding and other info re: these funds with their recently-released data for holdings

Following approvals of JOURNAVX (Vertex) and SYMBRAVO (Axsome) last week, the FDA approved ONAPGO (Supernus) today! Three more PDUFAs are expected this February. See the summary below for details.    🗓️ Last Week’s PDUFAs: VRTX : Approved ✅ ➯  JOURNAVX (suzetrigine) » Non-opioid pain signal inhibitor » Indication: Moderate-to-severe acute pain » PDUFA date: 1/30/25 (NDA)   AXSM : Approved ✅ ➯  SYMBRAVO (meloxicam & rizatriptan) (AXS-07) » NSAID & 5-HT1B/1D agonist combinatio