Doing research on mainly life sciences stocks.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 34 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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hanseoulohno.substack.comLatest Issues
Speculative Series: PepGen Inc. (PEPG)
FREEDOM2 10 mg/kg readout - November 2026
PepGen was one of the names I mentioned at the start of August one of the other names I’d write a note on. The stock has moved quite a bit since (unfortunately), and I do slightly regret not gettin...
Speculative Series: Tenax Therapeutics Inc (TENX)
At a 25% priced in PoS, if you see this as a 50:50 coinflip and see a clean success as $45-60 then this seems like an attractive speculative position.
The first in a speculative series, I aim to keep these short and to the point rather tha...
August Update: Portfolio & Some Thoughts on more Picks
#9 Updates on CCCC (a word on NKTR & BBIO), and upcoming speculative notes coming out for this month.
I’m starting a new series this month for paid subscribers to highlight more ‘speculative opportunities’ that I’m looking at - partly beca...
Nektar Therapeutics: (Rez)t and Forget
Nektar (NKTR) is a company that many funds (and bio veterans) will know - though I suspect not necessarily with rosy memories. I wrote on NKTR back in August 2025 (almost a year ago) when the SP was at $29. At highs this year it was up >240...
How to Read Atopic Dermatitis: EASI, IGA, Itch and Durability
Clinical Measurement Framework
AD is a mix of visible inflammatory skill signs, body-area involvement, itch, sleep disruption, QoL burden and chronic relapse risk. A good AD drug thus needs to improve both what the physician can see and wh...
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Authors
The writers behind this newsletter.
World’s worst computational biologist. Nothing I write is investment advice, please do your own due diligence.
likes are bookmarks, not endorsements. Do your own DD. Not investment advice--for entertainment purposes only. BTW not long TRAW since dec 2025
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