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Boutique Biotech

Boutique insights into the biotech stock market. Not investment advice.

Newsletter · By Bohdan (Bo) Khomtchouk, Ph.D. · English · Official site

Indexed issues, last 90 days
19
Latest publication
Sep 30, 2026
Audience
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Earliest in this view
Aug 19, 2026

Latest issues

  1. Issue · Sep 30, 2026

    ALL/IN on Tenax Therapeutics? (opens the original)

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    Not investment advice. Read the Liability/Disclaimer subsection for full context. Read more

  2. Issue · Sep 30, 2026

    ALL/IN on Viking Therapeutics? (opens the original)

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    Earlier this week, we tweeted out that: First up in this new series is , hot on the heels of our most recent Viking spotlight post from last week, a name we’ve been following scrupulously since July - and for which we recently acquired the new proud moniker: “The Goofy Short”. Not investment advice. Read the <a href="https://boutiquebiotech.substack.com/about?utm_source=m

  3. Issue · Sep 28, 2026

    Latigo Biotherapeutics in the Spotlight (opens the original)

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    Latigo Biotherapeutics ($LTGO) - in our opinion such a cool ticker name (like “let go” of pain) - raised $397.4 million gross ($363.9 million net) in its August IPO to fund a Phase 3 program and launch preparation for its lead pain pill, onzotrigine, plus two follow-on drugs (LTG-321 and LTG-418). Vertex’s Journavx, which is the only approved drug of its kind, sold $59.6 million in 2025 and $78.6 million in the first half of 2026 - costing $15.50 per pill relative to generic opioids that only co

  4. Issue · Sep 24, 2026

    Lp(a) Therapies in the Spotlight (opens the original)

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    As a Fellow of the American Heart Association (FAHA) and human geneticist (PhD), I thought some folks might be interested in hearing me share my personal thoughts on Lp(a) in the wake of recent events. Specifically, here I’ll give four reasons I believe might shed additional light on why the trial failed in the spectacular way that it did, which I believe can be useful for making more informed decisions in trying to predict what may come next for the field or, alternatively, what probably won't

  5. Issue · Sep 23, 2026

    Nektar Therapeutics in the Spotlight (opens the original)

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    By popular demand, we are releasing our models early to accommodate eager minds and loyal subscribers - apologies in advance for any typos/formatting issues.Boutique Biotech holds no position in . Not financial advice. Read more

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