Alpha Talon Investment Research
AT Investment Research, The M&A Hunter, Biotech DistilledAlpha Talon Investment Research Limited is a Hong Kong based private family office deploying proprietary capital with a focus on biotech and catalyst-driven fundamental investing.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 79 | Subscribers | Read | alphatalon.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Power, Policy & Markets: An Introduction
## Foreword
The Strait and the Strike: A Game-Theory Map of the Middle East Escalation
## Foreword From Alpha Talon
U.S. Quick Service Restaurants (QSR): A Net-Net Thematic Review for a Selection-Driven Market
# Foreword from Alpha Talon
"THE 2028 GLOBAL INTELLIGENCE CRISIS" Useful Stress Test, Weak Base Case
## Summarization of Citrini’s Analysis:
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Authors
The writers behind this newsletter.
Alpha Talon Investment Research is a Hong Kong–based private family office deploying only proprietary capital across biotech, value turnarounds, and catalyst-driven shorts, focused on intrinsic value, regulatory odds, and mispriced fundamentals.
Tracking biotech & Banking acquisition targets Featuring acquisition targets with detailed analysis M&A probability signals and catalysts Valuation insight and deal timing estimates Big pharma strategy patterns "NOT Pro Advice"
PhD in Medicinal Chemistry. Extensive experience evaluating drug discovery programs — from molecular mechanism to clinical plausibility.
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