HeyJaredJojoFinanceNotes
PhD scientist || Over TEN years researching Infectious diseases and Immuno-oncology | Hunting the next Biotech breakthrough investments by breaking down the science.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 7, 2026
Latest issues
CNTB: The COPD Readout is Out and it Hit & What to watch out For... (opens the original)
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If you are new here, we have been talking about CNTB since April. Our initial analysis was that it was a perfect candidate for acquisition. I will put some of the articles down here for folks who would like to refresh the story. Few weeks ago, CNTB missed critical endpoint for its Asthma program. The weight shifted to the remaining COPD program.The asthma study had missed its primary endpoint, and we said the COPD readout woul
SMMT: AstraZeneca Writes a $2 Billion Check, (No, It Isn't a Buyout) (opens the original)
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This just broke after trading hours, Monday 28/September.Summit therapeutics has announced that AstraZeneca will invest $2B in SMMT through convertible preferred stock.This is roughly $18.36 per share.Summit stock jumped about 17%. <img alt="" c
The Biotech Week Ahead, September 28 to October 2, 2026 (opens the original)
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This month has been brutal on biotech, the XBI is down about 8%..September is generally a negative month..<img alt="" class="sizing-normal" height="207" src="https://substackcdn.com/image/fetch/$s_!YF8w!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubs
OLMA Update: The Big Readout Slipped to 2027. That Stings More Than It Should. (opens the original)
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This update should have came out earlier like a week ago or earlier...When we put a buy on Olema about a month ago, the draw was simple. Palazestrant looked like a potential best in class oral SERD in a very large ER+/HER2- breast cancer market, the balance sheet was strong, and the pivotal readout was close. One of those things just changed. Read more
OCGN Update: The Bahamas Nod Is a Sideshow. The Real Event Is Still Q1 2027. (opens the original)
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On Friday, September 25, Ocugen said it won provisional approval and priority designation for OCU400 in the Bahamas, under that country’s new Longevity and Regenerative Therapies Act. <img alt="" class="sizing-normal" height="476" src="https://substackcdn.com/im
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