From PDUFA Dates to Phase Data — We Track What Moves the Stock
We track every PDUFA date, clinical trial readout, and FDA advisory committee meeting. We break down what the science means in plain English — no PhD required. If it moves a biotech stock, we're on it.
See the FDA Calendar →ArriVent's firmonertinib missed the Phase 3 FURVENT primary endpoint in first-line EGFR exon 20 NSCLC, sending shares down 47% to $15.09.
FDA approves AbbVie's Juvmo (tavapadon) for Parkinson's, the first selective D1/D5 partial agonist to reach market. ABBV barely moved: it was priced in.
The San Diego siRNA biotech raised $446.3M at $17 per share, the top of its $15-$17 range, with AbbVie buying a ~4.9% stake in a concurrent $100M placement. Total gross proceeds: ~$535.2M.
FDA Calendar — PDUFA Dates, Advisory Panels, Trial Readouts
Checkpoint inhibitors, CAR-T cell therapies, and antibody-drug conjugates driving the next wave of approvals.
CRISPR, base editing, and AAV-delivered one-time treatments — binary risk, massive upside if they work.
Beyond COVID: mRNA platforms expanding into oncology, rare disease, and personalized vaccines.
Orphan drug designations, ultra-rare indications, and the pricing power that comes with tiny patient populations.
Alzheimer's, Parkinson's, and ALS — historically the graveyard of biotech, but new mechanisms are showing promise.
Vaccines, antivirals, and antibiotics. Pandemic preparedness funding is a new tailwind.