Biotenic’s Substack

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The VERV CVR

IOBT -- Ph3 Cylembio PFS Data Q3

Solidifying my CAPR view -- PDUFA Aug 31st

VYNE Therapeutics -- Ph2b vitiligo data due mid year

Valuing the RGLS and VIGL CVRs

Highlighting Important 2H Catalysts

Compass Therapeutics - BTC RCT data Q1

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

LVTX Liquidation/Takeout Case

ATYR -- Ph3 Pulmonary Sarcoidosis RCT Q3

Negative EV Stocks

INMB (short) Ph2 alz data Q2

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