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L/S Biotech Investment Theses

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Latest Articles

Goodbye

May 27 • Biotenic

Q2 Catalyst Tracker

Some names that I am watching in the upcoming quarter Mar 30 • Biotenic

GOSS Ph3 PROSERA Readout

I'm a bit skeptical Feb 4 • Biotenic

2026 Preview

A quick look at the year ahead -- catalyst spreadsheet attached at the bottom Dec 16, 2025 • Biotenic

VTGN Ph3 PALISADE-3 Upcoming Readout

The year's not over! Dec 1, 2025 • Biotenic

Biotech M&A Rumor Accuracy Analysis

Update from some research I did last year Oct 10, 2025 • Biotenic

RPTX

A catalyst and strategic alts hybrid trade Sep 11, 2025 • Biotenic

The VERV CVR

I expect this to payout in a few years Jul 17, 2025 • Biotenic