Research-style write-ups on biotech companies and their clinical programs, including Moderna's mRNA cancer vaccine and Viking Therapeutics' obesity drug. Each piece covers trial data, cash runway, regulatory dynamics and likely commercial outcomes from an investor's perspective.
Website: https://zelefelis.com/
A biotech investing newsletter that publishes weekly AI-generated catalyst scanner reports ranking small-cap stocks by upcoming FDA and clinical events, alongside occasional in-depth sector write-ups. Readers get market context, catalyst dates, and an author's view on competitive landscapes, with position disclosures.
A paid-membership investing newsletter that delivers weekly recaps of biotech sector news, clinical trial milestones and portfolio updates, with some coverage of non-biotech themes like technology, aerospace, mining and energy. It points readers to a Discord chat and a tracked active portfolio for ongoing discussion.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
