Portfolio overview
Locked, event-driven biotech analyses. Each names a binary catalyst and scores two things separately: the clinical/regulatory outcome and the stock direction into and out of the event.
Data as of 2026-07-08
Analyses
2
tickers covered
Coverage cleared
2/2
passed the gate
Predictions locked
2
outcome + stock
Settled
0
2 awaiting
Next catalyst
2026-Q4
earliest readout
Pipeline
Outcome lean and stock call are independent — confidence shown per outcome
| Ticker | Asset · indication | Catalyst | Coverage | Outcome lean | Stock | |
|---|---|---|---|---|---|---|
| ZNTL Zentalis Pharmaceuticals | azenosertib (ZN-c3) Cyclin E1+ platinum-resistant ovarian cancer | Readout 2026-Q4 | Cleared | Positive Low–medium | No edge | |
| ABOS Acumen Pharmaceuticals | sabirnetug (ACU193) Early Alzheimer's disease | Readout 2026-Q4 | Cleared | Miss Low | No edge |