All Posts

Biotech investing is not limited by access to information.It is limited by the ability to make consistently better decisions in a highly uncertain environment. Even deep diligence and strong science often fail to translate into consistent outcomes. This led us to shift away from picking individual winners and toward understanding how experienced biotech investors allocate capital. One pattern stood out: Companies held across multiple top biotech-focused hedge funds tend to ou

Dyne Therapeutics is our May 2026 Hedge Fund Favorite Spotlight, with strong institutional interest, a differentiated neuromuscular pipeline, and upcoming catalyst potential. DYN was held by 13 of 34 biotech-focused hedge funds in Q4 2025, placing it well above the typical median holding level across the group. The company’s lead program, DYNE-251, is being advanced for Duchenne muscular dystrophy and is expected to reach BLA submission milestone in Q2 2026. From an investor

At AACR 2026, several first-time disclosed oncology programs highlighted how public biotech and pharma companies are positioning for the next wave of innovation. From an investor perspective, the key question remains: Does this asset improve the company’s position in a real, competitive market? Below is a focused look at newly disclosed assets from public companies, through four lenses: disease target, competition, technology, and potential market impact. 🟢 AstraZeneca: Prec

Biotech investing is not limited by access to information. It is limited by the ability to pick winning stocks and winning portfolio strategies. Even with strong science and data, consistent outperformance is difficult to achieve for any individual investor or investment group. With an investing background in biotech dating back to the late 1990s, we have seen that deep diligence by even a very experienced biotech pro on individual companies still often leads to disappointing

Q4 13F filings are now available.

Summary

Summary

The JP Morgan Healthcare Conference generates thousands of data points every year, including company presentations, slide decks, pipeline updates, guidance revisions, and strategic commentary.

The JP Morgan Healthcare Conference generates thousands of data points every year, including company presentations, slide decks, pipeline updates, guidance revisions, and strategic commentary. But while the volume of information is enormous, only a small subset of these updates actually change market-moving catalysts . In this post, we focus exclusively on Big Mover changes that were directly linked to JP Morgan 2026 presentations , filtering out routine updates, background c

After a difficult 3 years of private biotech funding for early-stage biotech companies (FN1, FN2), we predict that 2026 will be a breakout year. Why?