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Our Q2 Hedge Fund data is now updated! A few favorite stocks are lining up for major readouts in Q3–Q4, and some are likely to move big. Below are 6 key catalysts we’re watching closely. 📈 📉 $ MLTX Sonelokimab / Hidradenitis Suppurativa / Phase 3 » Potential for a highly differentiated, “gold standard” therapy in HS » Achieved highest responses to date in HS » Ph2 MIRA trial in HS was designed as a pivotal study Ph2 results recap 👇 $ CRNX Paltusotine / Acromegaly / PDU

Our Q2 Hedge Fund data is now updated! A few favorite stocks are lining up for major readouts in Q3–Q4, and some are likely to move big.

So, SC Pharma (SCPH) dropped about 4% after reporting their Q2 2025 update on August 7 even though revenue was up big both quarter-over-quarter and year-over-year. At first glance, that makes no sense, right? But here’s what I think is going on.

So, SC Pharma (SCPH) dropped about 4% after reporting their Q2 2025 update on August 7 even though revenue was up big both quarter-over-quarter and year-over-year. At first glance, that makes no sense, right? But here’s what I think is going on. The Kidney Doctor Puzzle They’ve got this new kidney indication approval, and management made it sound like they were breaking into that market fast. Turns out… not so much. Apparently, tracking down and getting in front of these kidn

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. Here’s a quick guide to get you started: 🔍 Accessing the Tool Go to the Catalyst Calendar page in BPIQ. Click the “Advanced Search Filter” button. ⚙️ How to Use the Filters Customize your search by applying

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