JNap’s Substack
JNapThoughts on biotech and pharmaceutical stocks from Bio5C founder, JNap.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 13 | Subscribers | Read | bio5c.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Bio5C Weekly Update - Nov 1, 2024
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.
Long Akero Therapeutics Into 96-Week SYMMETRY Data
Bio5C is long Akero Therapeutics (AKRO) with a 4.3% position. We are also long a 1.5% position in 89Bio, Inc. (ETNB) for a proxy trade, putting the total bet on the FGF21 analog class at roughly 6%. This position could change at any time, b...
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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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