HeyJaredBioEquity Watch
BioEquity Watch is a free, independent publication offering in-depth analysis of biotech and pharmaceutical companies, focused on market-relevant research, IPOs, and drug development pipelines.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 18, 2026
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- Earliest in this view
- Jul 4, 2026
Latest issues
Nuvation Bio ($NUVB) : The bane of rare cancers? (opens the original)
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Rating: BULLISH | Target Price: $10.91 | Current Price: $6.10 | Implied Change: +78.85%AUTHOR’S TAKEWe are bullish on Nuvation Bio ($ NUVB) because Wall Street values it like a high-burn, pre-revenue biotech, overlooking that it’s a rapidly scaling commercial producer. Yesterday, September 17, 2026, the FDA approved a supplemental label expansion for lead asset IBTROZI, showing a 49.7-month median duration of response in front-line ROS1 lung cancer. This updates the drug’s profile, answers short
A Short Update (opens the original)
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Good Morning Everyone!I know that many people were expecting an article today morning as I usually try my best to post on Friday mornings. Unfortunately, life’s become really busy lately, and I’ll be modifying my schedule to post bi-weekly instead of weekly, so expect an article next week. I’d much rather take a bit more time to put out good quality work than to throw out half-baked garbage weekly. As always, I’m here to help and I’m happy to answer any and all question. Wishing you the best of
Can we CLIMB to the top? : An analysis of Climb Bio ($CLYM) (opens the original)
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Rating: Speculative Buy | Target Price: $21.80 | Current Price: $15.52 | Implied Change: +40.46%AUTHOR’S TAKEClimb Bio should be rated a speculative buy because its solid clinical engineering faces an uphill battle against heavily entrenched competitors. While the company’s lead drug, CLYM116, showed impressive Phase 1 biomarker data with a 12-week dosing schedule, Vera Therapeutics recently locked down FDA accelerated approval for its own drug, Trutakna, in July 2026. Vera’s excellent Phase 3 d
Does it take 2 to tango, or just 1? : An Analysis of Tango Therapeutics ($TNGX) (opens the original)
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Rating: BULLISH | Target Price: $47.92 | Current Price: $25.33 | Implied Change: +89.2%AUTHOR’S TAKEWe are bullish on Tango Therapeutics ($TNGX) because Wall Street doesn’t understand how good its main medicine is. Because older, similar cancer drugs from rival companies caused severe bone marrow damage, terrified investors are steering clear of this asset. That’s a mistake, though, since Tango’s lead drug, vopimetostat, doesn’t have this safety flaw. By tracking down a specific genetic mistake
Ultragenyx: A $RARE Short? (opens the original)
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Rating: BEARISH | Target Price: $16.00 | Current Price: $25.67 | Implied Change: -37.67%AUTHOR’S TAKEThe market treats Ultragenyx like a diversified, safe-haven rare disease leader on the cusp of blockbuster commercial expansion, but that story falls apart when you look at the clinical and regulatory numbers. We believe the street is wildly mispricing the regulatory viability of setrusumab for osteogenesis imperfecta after its recent trial failure, while also ignoring the statistical trap waitin
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