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The VERV CVR
I expect this to payout in a few years
Jul 17
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Biotenic
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The VERV CVR
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IOBT -- Ph3 Cylembio PFS Data Q3
Great proof of concept... for PD-1's!
Jul 10
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Biotenic
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IOBT -- Ph3 Cylembio PFS Data Q3
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Solidifying my CAPR view -- PDUFA Aug 31st
I expect a CRL
Jul 1
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Biotenic
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Solidifying my CAPR view -- PDUFA Aug 31st
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VYNE Therapeutics -- Ph2b vitiligo data due mid year
I expect a positive readout
Jun 26
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Biotenic
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VYNE Therapeutics -- Ph2b vitiligo data due mid year
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Valuing the RGLS and VIGL CVRs
RGLS is exactly the type of thing I’m thrilled to roll up into a CVR.
Jun 13
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Biotenic
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Valuing the RGLS and VIGL CVRs
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Highlighting Important 2H Catalysts
What I am watching in the next few months
Jun 3
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Biotenic
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Highlighting Important 2H Catalysts
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Compass Therapeutics - BTC RCT data Q1
Quick thoughts right before data
Mar 25
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Biotenic
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Compass Therapeutics - BTC RCT data Q1
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Things that hopefully won't go down 10% every day
Everything sucks! Here are some unusual short-term situations that might work
Mar 3
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Biotenic
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Things that hopefully won't go down 10% every day
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