JNap’s Substack
JNapThoughts on biotech and pharmaceutical stocks from Bio5C founder, JNap.
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Twice weekly | Issues | 14 |
| Subscribers | Read | bio5c.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Five Potential High Flyers in 2025
These articles are fun. It has been a while since I have written one. In fact, the last one I wrote was in May 2022, and I laugh when I go back and see the performance of those picks because I had one complete bust, two significant misses, ...
TARA Risk Reward Looks Favorable
Hello 5C'ers,
Modeling LENZ
I just finished listening to the CEO of Lenz Therapeutics fireside chat at the Cantor conference this morning, during which he walked through the company’s internal forecasts for peak sales of LNZ-100. And I have to say, I think they are sp...
Bio5C Podcast - September 2024
Here’s me talking for 63 minutes about my top holdings, speculative positions, and swing trades in September 2024.
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Authors
The writers behind this newsletter.
I'm JNap. I'm a former bench scientist turned buy-side analyst, sell-side analyst, and now independent analyst. I run Bio5C.
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