Catalyst
Data-driven biotech investing: Biostockinfo reveals how clinical catalysts, anticipation run-ups and Breakthrough Therapy designations create alpha for independent retail investors.
I apologize for the delay in this week’s AI Scanner. I’ve been working on using newly updated Gemini 3.0, which was supposed to be superior. However, the results were mixed, and it took some time to debug the system. This AI Scanner is still work in progress,
INAB
Is this a value trap headed for dilution and oblivion—or a deeply mispriced recovery play for investors who can live with binary risk?
AI
After an extremely tough week for the biotech sector—and the broader market—we're finally seeing signs of recovery. With the government shutdown issue now resolved, the sector should hopefully regain momentum in the coming weeks. From last week's top 15 picks, IFRX and GLTO showed
Biotech Investing
Biotech investing looks chaotic from the outside, but retail investors can compete with PhDs by using a disciplined framework, understanding risk, and defining clear exits so they play a game of skill, not luck.
MLTX
The Fall from Grace: A 90% Overnight Collapse On September 28, 2025, MoonLake Immunotherapeutics (NASDAQ: MLTX) experienced one of biotech's most dramatic single-day collapses in recent memory. The stock plummeted 90%—from $62 to as low as $5.95—as the company announced results from its Phase 3
AI
Here are the biotech catalyst AI scanner results for the second week of November. This past week has been particularly challenging for many biotechs, especially in the rare disease sector, where numerous setbacks have negatively impacted market sentiment. General market volatility and a noticeable friction between the FDA and the
Rare Disease
Explore the volatile world of rare disease biotechs in 2025, from Novartis's $12B Avidity acquisition sparking optimism to FDA scrutiny causing stock plunges for uniQure and Sarepta.
Guide
Standard valuation metrics fail in biotech. Success requires different frameworks. I'll share my approaches—wins, losses, and lessons learned.
Finding Undervalued Biotechs via Thorough Investigation and Sharing Tips
I have significantly upgraded the catalyst scanner by integrating advanced machine learning algorithms that operate on static datasets and incorporating AI-driven features for greater analytical depth and quality. While these technological enhancements improve the scanner’s coverage and insight, it’s important to note that AI functions solely as a
A 70% gain in two weeks should feel like victory. Instead, it exposed one of the most dangerous traps in biotech investing, and a lesson every ADR trader needs to know.
Novartis's $12B acquisition of Avidity just repriced the gene therapy market, yet Solid Biosciences lags far behind. Top institutional investors see de-risked biology and standout safety in SLDB's early data. Are retail investors missing one of the most asymmetric opportunity in biotech?
First and only to hit both FDA surrogate endpoints in Phase 2b. Fully enrolled Phase 3, topline H2 2026. Most advanced oral MASH program outside approved Rezdiffra. Yet trading at $650M—1/6th~1/15th of comparable competitors.
Spero Therapeutics sits at a $133 million market cap. GSK ranks its sole asset as a top-14 priority with $2.7 billion peak sales potential. Someone's wrong—and it's probably not the pharmaceutical giant holding 16% of the shares.
For forty years, Hepatitis B has been medicine's greatest escape artist—suppressed but never caught. Now a battle-tested team thinks they've finally closed the trapdoor, and the market is betting they're wrong.
Capsid modulators have failed before. The graveyard is full of promising molecules that couldn't escape resistance or deliver antigen reductions. So what makes Aligos think they've solved it?
The HBV cure race isn't winner-takes-all. It's a puzzle where multiple pieces need to fit together. Aligos positioned itself at the center of every solution - but the validation picture is murkier than it first appears.
When the market prices your company below its cash balance, two things are true: either you're about to zero, or someone made a terrible mistake. At Aligos, the next 18 months will determine which.
When a company with FDA-aligned Phase 3 plans and a clean safety profile trades below the value of its NIH grants, something is mispriced.
Cognition Therapeutics is attempting to succeed where giants have stumbled. After a dramatic clinical setback, a key discovery has given its lead drug a new, targeted path forward in the world's most challenging disease.
While Cognition Therapeutics' path in Alzheimer's has been redefined, the true long-term value of CT1812 may lie in its potential across a range of neurodegenerative diseases. From Dementia with Lewy Bodies to being a foundational therapy for all AD patients, the drug is far from a one-trick pony.
