HeyJaredJNap’s Biotech Thoughts
Thoughts on biotech and pharmaceutical stocks from Bio5C founder, JNap.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 7, 2026
Latest issues
Where I’m Putting Money Right Now (opens the original)
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Hello Subs!In the past 2-3 days, I put 20% of my cash to work. This podcast covers where and why.Cheers!JNapSubscribe now Read more
Just What You Need - Another ABVX Opinion! (opens the original)
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Hello Subs!This video-podcast covers everyone’s favorite name - Abivax!I walk you through my financial model and provide scenario analysis pending the outcome of the Phase 2b ENHANCE-CD trial. Enjoy!Cheers,JNapSubscribe now Read more
Thoughts on DYN Ahead of Full NVS Data (opens the original)
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Hello Subs!This podcast outlines my thoughts on DYN ahead of the full P3 HARBOR DM1 data from NVS, likely in ~2 weeks at WMS in Japan. Beyond that event, DYN has a PDUFA for z-rost in January 2027 and will report its own pivotal data in DM1 later in Q1 2027.Cheers!JNapSubscribe now Read more
Day 4 - Fireside Updates (opens the original)
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Hello Subs!Back at it again with more quick thoughts after listening to conference calls at the Citi and Cantor conferences this week!0:27 - CCCC4:48 - RCKT7:17 - SNDX13:20 - GPCR19:28 - OTLK26:35 - RNTX34:10 - HELP37:04 - OVID41:33 - DYNOkay! Thanks for listening to this 4-part podcast series this week! If you thought this was helpful, please send me a message and let me know. Next week are the Baird, Morgan Stanley, and HCW conferences, so look for parts 5, 6, 7, and 8. HA! Just kidding, I thi
Day 3 - Conference Firesides (FREE) (opens the original)
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Hello Subs!Back at it again with more quick thoughts after listening to conference calls at the Wells Fargo, Citi, and Cantor conferences this week.0:26 - PHVS6:54 - MLYS9:57 - URGN13:58 - CGON17:22 - VERA20:13 - REPL21:49 - SABS28:34 - IOVA33:40 - IVVDDay-4 coming tomorrow!!!Subscribe nowCheers,JNapDisclosure: I am long PHVS MLYS CGON SABS IVVD
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