All Posts

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.

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

“Bio/pharma funding deal data in H1 2025 reveals a troubling downward shift starting in February.”

“Bio/pharma funding deal data in H1 2025 reveals a troubling downward shift starting in February.” Investment in bio/pharma was down in H1 2025 according to data from the BiopharmIQ database¹. From the total first half data, this was most apparent in data related to public companies. However, more troubling were the downward trends in bio/pharma investment seen as 2025 progressed. Q2 2025 had the lowest private and post-IPO public funding activity of any quarter since Q1 2024

A number of rare/genetic disease readouts are set this Q3 2025. Some of them are likely to move big. See table below for 6 of the anticipated readouts. 📈 📉 6 stocks likely to move big on rare/genetic disease readouts in Q3 ‘25 👇    $ARCT ARCT-032 / Cystic Fibrosis / Phase 2 » Safety findings → No SAEs, severe AEs, or dose-limiting toxicities → Dose-related increase in transient, mild, post-dose respiratory symptoms » PK findings: Very low systemic exposure → mRNA: all plas

A number of rare/genetic disease readouts are set this Q3 2025. Some of them are likely to move big. See table below for 6 of the anticipated readouts. 📈 📉

APLS

APLS This stock is worth a closer look at the current enterprise value/stock price. Pros → 2 Approved early-stage drugs, → 7/28 PDUFA with solid data for next rare disease indication for EMPAVELI, → More attractive entry point for buying stock (~$2.25B MC and EV),   ⚬ Valuation is now 1/2 where it was 6 months ago → ~$150M/quarter in product revenue with early products, → Early stage SiRNA asset to enhance effectiveness of SYFOVRE has exciting potential, → SYFOVRE safety issu

Our Top 50 StR portfolio targets have been substantially updated. See new targets at the link below.