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Yes, Capricor Has A Defence
And Yes, It Is Better Than The Market Thinks
Jul 28
•
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8
Long PTSD: My Top Ideas for the Next 12 Months
(Biology × Political Dislocation) ÷ Time-to-Catalyst = IRR
Jul 27
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16
1
The Acquirer’s Drift: Tempus AI Is A Buy
The Sell-Off Is The Entry
Jul 20
•
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11
The Quiet Validation
What Roche’s Double Failure Actually Tells Us About Huntington’s Disease
Jul 17
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17
1
IONS: We're Back, Part 2
Don't Miss The Forest From The Trees
Jul 16
•
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9
1
FDA Finalizes Its Psychedelics Guidance
Boring is Beautiful
Jul 14
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8
Steady As She Goes
The First Act Is About To Begin
Jul 13
•
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10
2
RPID: We’re Back
Step Right Up
Jul 10
•
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12
June 2026
New Sheriff in Town
The FDA Is Reversing Prasad’s Mistakes — and RGNX & REPL Are the Trade
Jun 28
•
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16
4
1
Cheap Now, Magnet Later
The Two-Stage Case for QURE
Jun 22
•
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18
4
2
Live from Leesburg: AMT-260, Neurona, and Why Context Matters
Epilepsy Foundation Pipeline Conference, June 19, 2026
Jun 20
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20
2
1
uniQure is a Railroad
The 2012 Vintage
Jun 10
•
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24
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