Gosset research
Reports
Explore clinical evidence, competitive landscapes and drug forecasts through reports, worked examples and research articles.
Catalysts
Forecasts and supporting evidence ahead of upcoming clinical readouts.
Reports & landscapes
6 reportsClinical comparisons, competitive landscapes and assessments in interactive reports, slide decks and spreadsheets.
- Interactive report
Search & evaluation
Comprehensive screening of every asset being developed for your disease, along with the context to understand their potential.
ExampleHuntington's disease
Open report - Google Sheets
Head-to-head results
Side-by-side comparison of trial outcomes for a drug class or indication. Covers safety, efficacy, patient population, and trial design.
ExampleIL-13 vs IL-4Rα biologics in atopic dermatitis (EASI-75, IGA 0/1)
Open spreadsheet - Slide deck
Asset due diligence
Full due-diligence assessment of a drug asset: thesis, evidence, competitive landscape, IP, pricing, and risks.
ExampleFrexalimab for relapsing multiple sclerosis
View deck - Written report
Standard of care
The current standard of care for a given disease, grounded in drug labels and treatment guidelines.
ExampleGeneralized myasthenia gravis
Read report - Google Sheets
Competitive landscaping
Every drug targeting a given target or modality, with detailed development status.
ExampleAnti-TL1A antibodies in inflammatory bowel disease
Open spreadsheet - Slide deck
Disease brief
A business development brief for a disease: unmet need, epidemiology, pipeline & competition, deals, and risk.
ExampleIgA nephropathy
View deck
Worked examples
See how AI assistants use Gosset data to answer research questions, with the searches and evidence behind each answer.
TL1A competitive landscape
TL1A competitive landscape with pipeline data, market dynamics, ownership charts and a downloadable spreadsheet.
View examplePhase 1 trials of B7-H3-targeted drugs
Every Phase 1 and Phase 1/2 trial of a B7-H3-directed drug: 156 trials of 82 drugs, with modality, tumour type, geography and status, plus downloadable data.
View exampleClaudin 18.2 competitive landscape
Explore all 185 captured Claudin 18.2 asset records from preclinical to approval, with 20 program profiles, trial sources, licensing context and spreadsheet data.
View exampleB7-H3 ADCs in small cell lung cancer
Selected Phase 3 B7-H3 ADC trials in small cell lung cancer, with trial details and downloadable data.
View exampleChina-to-US ADC licensing
China-to-US ADC licensing: four assets, development phases, licensing partners and downloadable data.
View example
Research articles
Investment assessments and market analyses.
- Investment Assessment
DT120: off-patent LSD, reworked into a $4.4B psychiatry bet
July 1, 2026Definium's single-dose lysergide posts a strong GAD Phase 2b and a positive MDD Phase 3, on a molecule off-patent since 1965. The moat, the ~39% modeled odds, and a bull rNPV that clears the $4.4B market cap all turn on one thing: whether the blind held.
Read article - Market Analysis
Most of XBI's +78% is sector beta, not new money
June 23, 2026The small-cap biotech index ran +78% in a year. A layered factor model plus our own deal-flow data put most of it on the broad biotech sector rising with XBI geared on top, leaving M&A as the one outside-money channel that genuinely re-rated.
Read article - Investment Assessment
Tegoprubart: a CNI-free bet on tolerability in kidney transplant
June 21, 2026Eledon's anti-CD40L antibody missed its Phase 2 efficacy endpoint yet separated sharply from tacrolimus on safety. Why the market, and our rNPV, value a CNI-free maintenance bet well above the ~$187M enterprise value.
Read article