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Biotech Distilled

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Latest Issues

UPDATE: Tectonic Therapeutic (TECX) - The Clock is Set

APEX is fully enrolled. The binary is now officially ~6 months out — and the baseline PVR matches CADENCE to the decimal.

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6 days ago
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UPDATE: Voyager Therapeutics (VYGR) - The War-Chest Vote Passes

240M authorized shares approved 99.4% in favor. One director drew a 9.8M-vote protest. The dilution starting gun I described in April is now fully loaded — and the stock noticed.

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6 days ago
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UPDATE: Cullinan Therapeutics (CGEM) - The Second Leg Lands

Velinotamig’s first human data is clean, CLN-978 multi-dose RA shows a rituximab-refractory remission, and the Great Pivot now has two engines.

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6 days ago
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UPDATE: CervoMed (CRVO) - The Bag Got Secured. Sort Of.

A $10.5M stopgap PIPE, warrant coverage on top, a pivot to “find us a partner” — and a 35% stock haircut while we waited. The spring uncoiled the wrong direction.

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6 days ago
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Non-Founding Member Subscription Price Change

Six months ago Biotech Distilled was a bet: that I could cover the micro-to-mid-cap biotech landscape with more depth and honesty than the terminals bother with — the science, the quiet killers, the calls I’d actually stake my name on. ~670...

6 days ago
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  • Biotech Distilled

    PhD in Medicinal Chemistry. Senior Patent Agent. Extensive experience evaluating drug discovery programs — from molecular mechanism to clinical plausibility.

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