Archive - JNap’s Substack

An Update, Two New Ideas, and a Post-Mortem

Oh, and the XBI is back to $100!

Oct 2 •

44:55

September 2025

Four Names I Used To Hate

And now I'm feeling the love?

Sep 24 •

32:47

September Bioevents I'm Watching

And I make predictions too!!

Sep 19 •

54:51

Nuvation Bio - Full Video Analysis

Sep 12 •

54:53

What to do with IOBT

Sep 10 •

37:08

Thoughts on Ideaya Bio (IDYA)

Slides, with a Podcast!!

Sep 8 •

42:14

Conference Call Notes

listened to a bunch of firesides at Citi, Wells Fargo, and Cantor this week. Here are some notes I took.

Sep 5 •

Thoughts on Grace Therapeutics (GRCE)

Will IV Nimodipine become the new standard of care for aSAH?

Sep 5 •

Research Update - Busy Tuesday!!

Thoughts on CYTK, MLYS, ARVN/OLMA, IDYA, UTHR/LQDA, SPRY

Sep 2 •

30:20

August 2025

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