Biotenic’s Substack
BiotenicL/S Biotech Investment Theses
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Subscribers | Read | biotenic.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
2026 Preview
A quick look at the year ahead -- catalyst spreadsheet attached at the bottom
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...
Biotech M&A Rumor Accuracy Analysis
Biotenic’s Substack is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
RPTX
This name was first mentioned by the Biotech Bonanza Substack, which is great and has a similar style to some of what I like to do on the long side. You can subscribe below if you have not already.
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Authors
The writers behind this newsletter.
Currently Freelance L/S Biotech Investment Analyst
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