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Explore BPIQ-AI forecasts for September 2026 Phase 2 and Phase 3 readouts, including Clean+, Mixed, and Clean− probabilities, expected stock move ranges, and insights from live options data.

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 ~08/14/26 This report focuses on top holdings of top biopharma hedge funds as of 06/30/26 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

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The new holding targets for our three quarterly-adjusted BPIQ model portfolios, Top10A, Top15, and Top10B, have now been updated.

Explore BPIQ’s August 2026 hedge fund stock picks, featuring $MIRM and two more biopharma names with key catalysts ahead.

Explore BPIQ’s August 2026 biopharma hedge fund stock picks, $MIRM and 2 more with key regulatory, Phase 3 readout, and pipeline catalysts ahead.

Explore BPIQ’s August 2026 biopharma hedge fund stock picks, $MIRM, $ALMS, and $EWTX, and the key regulatory, Phase 3, and pipeline catalysts ahead.

FYI: We made some adjustments to our Run-Up portfolio holdings today based on recent past readouts and a near-term upcoming readout. We closed our positions in CELC (5.6% to 0%) and CMPS (5.6% to 0%) and cut our position in TENX in half to 2.8% to reduce exposure with the upcoming Ph3 (suspected big mover) readout this month. Next major adjustments to the Run-Up targets likely not until after the Q2 hedge fund data is available in mid-August. We provide our holdings and perce

Q2 earnings reports are arriving quickly, with several notable Bio/Pharma companies scheduled to report between August 5 and August 12. For this earnings watchlist, BPIQ evaluated its model-portfolio positions, tracked hedge-fund participation, financial indicators, commercial performance and upcoming clinical and regulatory catalysts. The strongest concentration of signals is found in CYTK, RVMD, MIRM, XENE and CMPS. Five additional companies complete BPIQ’s Top 10, ad

10 Hot Bio/Pharma Stocks on BPIQ’s Q2 Earnings Radar