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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

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

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

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

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

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