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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

FYI - We updated our targets for our Run-Up fund and started making trades towards the new targets today.

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:

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

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

We updated our Top 10, Top 15, and Top 20 biopharma-focused Hedge fund favorite portfolios targets earlier this week. The updates are based on Q4 holdings of top biopharma hedge funds. The Top 20 hedge fund portfolio strategy uses a different methodology for identifying top holdings than the Top 10 portfolio and Top 15 portfolio. We plan to make trades in the coming week to align the holdings of these portfolios with the updated targets.

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