Apogee Therapeutics (NASDAQ: APGE) is a clinical-stage biopharmaceutical company developing a pipeline of next-generation, extended half-life (HLE)...

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UroGen Pharma (Nasdaq: $URGN) & Teva Pharmaceutical (NYSE: $TEVA): The JELMYTO Settlement, the 2030 Generic Window and a Two-Company Biotech Story

merlintrader@merlintrader.com 22 ore fa 1

UroGen and Teva resolved the patent litigation around JELMYTO. The headline is legal, but the real investor...

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Cingulate Inc. (Nasdaq: $CING): The CTx-1301 CRL, What Went Wrong And What Comes Next

merlintrader@merlintrader.com 22 ore fa 1

Cingulate’s ADHD catalyst did not resolve with approval. The FDA issued a Complete Response Letter for CTx-1301,...

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$PMI $QTTB $ICCM: Three Small-Cap Healthcare Stories Beyond the Tape

merlintrader@merlintrader.com 22 ore fa 1

Small-cap healthcare is not one market. It is several markets stacked on top of each other: commercial...

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Three Small-Cap Stories Worth Reading Beyond the Tape: Sunshine Biopharma, Jin Medical International and Cognition Therapeutics

merlintrader@merlintrader.com 22 ore fa 1

A compact but detailed Merlintrader deep dive on three very different small-cap stories: a revenue-generating pharma platform...

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ASCO 2026 Oncology Signals, Part Three: $TLX, $FLGT and $GLSI Show Three Different Ways to Read Mid-Stage and Late-Stage Cancer Data

merlintrader@merlintrader.com 22 ore fa 1

ASCO 2026 did not only deliver obvious late-stage winners or high-beta small-cap oncology stories. It also produced...

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ASCO 2026 Oncology Signals, Part Two: $IMTX, $ACTU and $BCTX Highlight Three Higher-Risk Cancer Stories Beyond the Headline Data

merlintrader@merlintrader.com 22 ore fa 1

ASCO 2026 did not only produce clean late-stage regulatory stories. It also produced a second layer of...

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ASCO 2026 Oncology Signals: $IDYA, $IMRX and $NXTC Put Three Very Different Cancer Stories in Focus

merlintrader@merlintrader.com 22 ore fa 1

ASCO 2026 delivered exactly the kind of oncology tape that serious biotech investors look for: not one...

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Exelixis (Nasdaq: $EXEL): Cabozantinib Cash Engine, ASCO 2026 NET Data and the Zanzalintinib Transition

merlintrader@merlintrader.com 22 ore fa 1

Exelixis is not a fragile pre-revenue biotech waiting for one binary trial to decide whether the company...

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