JojoFinanceNotes
jojofinancePhD scientist || Over TEN years researching Infectious diseases and Immuno-oncology | Hunting the next Biotech breakthrough investments by breaking down the science.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 69 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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spatialplex.substack.comLatest Issues
Morgan Stanley Initiates Coverage on a Stock we bought 2 months ago
In mid June we initiated a play on Achieve Life Sciences (ACHV).
In mid June we initiated a play on Achieve Life Sciences (ACHV).
CNTB (Connect Biopharma) Q2 Earnings and today's 10% surge
Connect Biopharma Q2 earning were announced yesterday.
Key Numbers (Q2 ended June 30, 2026):
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License & collaboration revenue: $2.8 million (vs. $48k prior year; driven by Simcere regulatory milestone)
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Net loss: $17.3 million, or...
ACHV Q2 earning: The thesis is still intact
ACHV reported earning early this morning.
Clinical stage company, so no revenue but the forward looking statements are promising.
If you recall, they received a CRL related to manufacturing. They have worked on this by getting a newmanufa...
The Intellia Phase 3 story has a very important update
On Nov 5th 2025, an elderly male patient who was enrolled in the Intellia Therapeutics phase 3 trial tragically died.
The cause of death was liver toxicity.
Now, Intellia is reporting that they have identified a common genetic factor amon...
BEAM Base-Editing Program has just gone from Proof of Principle to Registration.
Last week, BEAM said it dosed the first patient in the global pivotal cohort of BEAM-302. This is in the alpha-1 antitrypsin deficiency (AATD).
This now moves their invivo base editing program from proof of concept towards registration.
T...
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PhD scientist || Over TEN years researching Infectious diseases and Immuno-oncology | Hunting the next Biotech breakthrough investments by breaking down the science.
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