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A Late Convert to Tech
The Threshold Moment for AICapitalism
On the face of it, this makes no sense. A small biotech presents cancer drug data at one of the most watched oncology conferences in the world, the numbers look encouraging, and the stock falls by nearly half. That is the puzzle sitting in …
The Setback That Reshaped the Space Race
Not every merger announcement is created equal. Some are defensive moves by companies running low onOptions. Others are genuine resets, moments where two organisations come together and the result is more interesting than either was on its own. The deal announced between Rallybio Corporation …
Why LIXTE Biotechnology Holdings (NASDAQ: LIXT) Stock Jumped Today
The Persistent Shadow of Consolidation Risk
There are moments in biotech when the market's verdict arrives swiftly and without ambiguity. Tuesday was one such moment for Edgewise Therapeutics, a Boulder-based clinical-stage company quietly building a case for itself in the fiercely competitive muscular dystrophy space. An 18% single-session gain is …
There is a particular kind of disappointment in biotech that is harder to absorb than a failed clinical trial. A trial failure, however painful, belongs to science. What happened to Fulcrum Therapeutics is different. Pociredir worked. The fetal hemoglobin numbers moved. There were no …
When a biotech company's board formally lists an "orderly wind-down" as one of its strategic options, the market tends to take that language atFace Value. On Tuesday, investors in Jasper Therapeutics (Nasdaq: JSPR) did exactly that, sending shares down 36% to $0.53 in a …
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