Gosset research
Reports: Research article
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Research article
DT120: off-patent LSD, reworked into a $4.4B psychiatry bet
Definium’s single-dose lysergide after a strong GAD Phase 2b and a positive MDD Phase 3: the moat, modeled odds and rNPV.
Research article
Most of XBI’s +78% is sector beta, not new money
A factor model and deal-flow data split the small-cap biotech index’s one-year run, leaving M&A the one outside-money channel.
Research article
Tegoprubart: a CNI-free bet on tolerability in kidney transplant
Eledon’s anti-CD40L antibody missed its Phase 2 efficacy endpoint yet separated sharply from tacrolimus on safety.