Biotenic’s Substack
BiotenicL/S Biotech Investment Theses
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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biotenic.substack.comLatest Issues
Goodbye
Well, this blog has finally served its purpose! I’m starting work as a junior analyst at a biotech fund shortly! I can’t thank people enough for following along, the advice I’ve gotten, and for the friends I’ve made over the years, who I’ll...
Q2 Catalyst Tracker
Some names that I am watching in the upcoming quarter
My catalyst sheet has been updated to include over 550 events for this year. I’ll post Q2 events here for all to see, including some highlighted that are most interesting to me. The lin...
GOSS Ph3 PROSERA Readout
This has been getting some attention here into Feb, and rightly so, as it’s probably a +200%/-90% binary event, give or take! I lean negative based on the total body of evidence. Obviously, we’ll find out for sure in a couple of weeks or so...
2026 Preview
A quick look at the year ahead -- catalyst spreadsheet attached at the bottom
Biotenic’s Substack is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
VTGN Ph3 PALISADE-3 Upcoming Readout
While many might be tempted to start packing it up and calling it a year with how things are going, I am not. I’m actually still waiting for CAPR data as well, but this one seemed interesting enough to dig into before starting to gear up fo...
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Authors
The writers behind this newsletter.
Currently Freelance L/S Biotech Investment Analyst
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