BPIQ Pro/Elite/Apex Investor Posts

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

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

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?

BPIQ has launched a new feature called High Management Interest , available exclusively to BPIQ APEX subscribers. High Management Interest is designed to help investors identify Big Movers and Suspected Movers where company management has publicly signaled a high level of strategic focus or confidence around an upcoming catalyst. What Is High Management Interest? High Management Interest highlights companies with upcoming Big Mover or Suspected Mover catalysts where manag

BPIQ has released its Big Movers list for Q1 2026, giving investors a focused view of upcoming biotech events that have the potential to significantly impact the price of the underlying stock.

Summary

Summary

The $AKRO $NVO M&A announcement earlier was a strong signal, check our post after the ETNB acquisition for context. In addition, AKRO was in 4 of our 5 hedge fund favorite accounts.

We updated our Run-Up portfolio targets, which can see along with all the portfolio targets at the link below.

Roche is stepping into the MASH/NASH race. The company will acquire 89bio (ETNB) for $14.50/share in cash (~$2.4B equity value). On top of that, shareholders get a CVR worth up to $6.00/share, bringing the total potential deal value to $3.5B.

This blog post provides updates re: targets for our portfolios. Targets are set on a quarterly basis after the prior quarter biopharma-focused hedge fund filings are available. Run-Up targets are updated on an ongoing basis.

We made updates to our Run-Up targets today based on the updates we made to our other portfolios based on the Q2 2025 hedge fund data. And we made some tweaks for the Top 50 fund too. The Run-up numbers add up to over 100% because we will be exchanging some tickers in the coming weeks.

Summary

Our Q2 Hedge Fund data is now updated! A few favorite stocks are lining up for major readouts in Q3–Q4, and some are likely to move big.

So, SC Pharma (SCPH) dropped about 4% after reporting their Q2 2025 update on August 7 even though revenue was up big both quarter-over-quarter and year-over-year. At first glance, that makes no sense, right? But here’s what I think is going on.

Looking for a faster way to identify key biotech events and upcoming catalysts relevant to your portfolio? The Advanced Catalyst Search in BPIQ is a powerful tool designed to help you zero in on what matters most, from drug development timelines to market-moving events.

COGT I have been updating my diligence in COGT over the past month They had a big positive readout on 7/7/25 They have several more big readouts this year, although probably not as big as the 7/7 readout Background I initially started to follow COGT after I saw them as a biopharma hedge fund favorite at that time (great way to find new companies to dig into) They are trying to develop a better drug than BPMC's Ayvakit targeting same mutation of same enzyme, with more potency