Playback speed×Share postShare post at current timeShare from 0:000:00/Paid episodeThe full episode is only available to paid subscribers of JNap’s Biotech ThoughtsSubscribe to watchQuick Take on LRMRJNapJun 29, 2026∙ Paid32ShareHello Subs,Here’s a quick analysis of LRMR after this morning’s big update.Cheers,JNapSubscribeContinue reading this post for free, courtesy of JNap.Claim my free postOr purchase a paid subscription.JNap PodcastSubstack for Remsen Investors LP, Bio5C, and anyone else interested in biopharma investing!Substack for Remsen Investors LP, Bio5C, and anyone else interested in biopharma investing!SubscribeListen onSubstack AppApple PodcastsSpotifyRSS FeedAppears in episodeJNapRecent EpisodesTrims & AddsJul 8 • JNapFull DCF Analysis of BCRXJun 27 • JNapThoughts on ABBV-APGE - Who's Next?Jun 22 • JNapQuick Thoughts & Valuation on QUREJun 17 • JNapStock Q&A (Free)Jun 11 • JNapIsn't This Fun?Jun 3 • JNapReplimune - deja vu vu?May 29 • JNap