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Be "in the know" in the pending AMRN ANDA litigation alongside experienced PhD biotech patent attorney, Manny Vacchiano. Know when impactful events will occur; and understand their significance before, during and after they unfold. Subscribe today: https://bit.ly/2MHUdxZ

Experienced PhD biotech patent attorney and biopharma investor, Manny Vacchiano, discusses some key points and events in the appeal of the district court obviousness ruling of the AMRN ANDA litigation, and discusses the #1 misconception of investors with respect to the asserted patents.

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

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.

We updated our Run-Up portfolio targets, which can see along with all the portfolio targets at the link below.

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.

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

This blog post provides updates re: targets for our portfolios. Targets are set on a quarterly basis after the prior quarter biopharma-focused hedge fund filings are available. Run-Up targets are updated on an ongoing basis.

We made updates to our Run-Up targets today based on the updates we made to our other portfolios based on the Q2 2025 hedge fund data. And we made some tweaks for the Top 50 fund too. The Run-up numbers add up to over 100% because we will be exchanging some tickers in the coming weeks.