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The Catch Up
The Trade That Matters
11 hrs ago
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6
CLPT: Very Strong Buy Here — Quick Note
Balloon Under Water
Aug 4
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27
3
After the Reset
Why I Doubled Down on ALNY
Aug 3
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8
2
July 2026
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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18
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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9
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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13
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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17
4
1
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