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June 2026 Biopharma Hedge Fund Stock Picks: CLDX and 2 More
BPIQ’s June 2026 Hedge Fund Stock Picks highlight three biopharma catalyst setups. This free version features CLDX, a later-stage immunology pick with pivotal data ahead.
Jun 11


Technology Themes From ASCO 2026: What Stood Out Beyond the Headlines
ASCO 2026 was not only about individual readouts. Across five days, the meeting showed where oncology innovation is moving next: more targeted, more biomarker-driven, and increasingly built around complex therapeutic platforms. From BPIQ’s lens, several technology themes stood out. ADCs Stayed at the Center of Oncology Antibody-drug conjugates remained one of the most active modalities across the meeting. Nectin-4 was especially visible, with Corbus, Eli Lilly, and Bicycle Th
Jun 4


ASCO 2026 Recap: Five Days of ADCs, Bispecifics, Cell Therapy, and Precision Oncology
ASCO 2026 delivered important updates across hematologic malignancies, lung cancer, breast cancer, gastrointestinal cancers, melanoma, and several rare and difficult-to-treat tumors. Across the meeting, ADCs, bispecific antibodies, cell therapies, radioligand approaches, and increasingly precise biomarker-driven strategies remained at the center of oncology innovation. One presentation stood above the rest. During the Day 3 Plenary Session, Revolution Medicines presented what
Jun 4
BPIQ Model Portfolios Continue to Crush Biotech Benchmarks
Summary Since 2023, BPIQ model portfolios built around biopharma hedge fund consensus holdings have consistently and significantly 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 After extensive back-testing to find to identify the best strategies for using consensus holdings of top institutional investors
Jun 1
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