Archive - Biotenic’s Substack

IOBT -- Ph3 Cylembio PFS Data Q3

Great proof of concept... for PD-1's!

Jul 10 •

Solidifying my CAPR view -- PDUFA Aug 31st

Jul 1 •

June 2025

March 2025

Compass Therapeutics - BTC RCT data Q1

Quick thoughts right before data

Mar 25 •

Things that hopefully won't go down 10% every day

Everything sucks! Here are some unusual short-term situations that might work

Mar 3 •

February 2025

December 2024

GALT (short) Ph2b NAVIGATE data December 2024

Pretty standard longshot based on a post-hoc subgroup

Dec 4, 2024 •

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