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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

It was good to see SCPH up ~25% on their quarterly update in May. Company still only ~$200M market cap, so plenty of room to run up this year. 4 out of 34 hedge funds hold it – actually a positive at this size, and that includes Orbimed and Perceptive. Still, not a strong enough signal to be included in any of our BPIQ portfolios. There are some key warning signs: revenue still only ~$12M last quarter, SGA >2x gross profit, and Manny has historically sold for tax losses most

Updated targets for the Top 10 , Top 15 , and Top 20  BPIQ Elite model portfolios are now available. 👇  🔗 View updated targets here   This article is not investment, tax, or legal advice. Please do your own diligence and seek advice from professional advisors representing your interests. First published 6/5/25 EJV & AV

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

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

We’re always excited to find bio/pharma companies nearing their therapeutic product launch! Following Biogen's Leqembi IV maintenance dosing approval last week, this week brings two key FDA decisions: Vertex's Suzetrigine (VX-548) for moderate-to-severe acute pain and Axsome's AXS-07 for migraine. See summary for more details.    📌 This Week’s PDUFA: VRTX : 🤔 ➯  Suzetrigine (VX-548) » Non-opioid pain signal inhibitor » Indication: Moderate-to-severe acute pain » PDUFA date:

2024 was a remarkable year for cell and gene therapies (CGT) with the FDA approving nine innovative products. Read more below about these approved CGT therapies and new indications. FIG 1. CGT Approved Products in 2024 RYONCIL - Mesoblast Limited  (MESO) ➯ RYONCIL (remestemcel-L) is the first FDA-approved mesenchymal stromal cell (MSC) therapy ➯  Indicated for children aged 2 months & older including adolescents & teenagers with steroid-refractory acute graft versus host dise