About
My personal Substack bio5c.substack.com
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JNap talks biopharma stocks
host
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Episodes(2)
2
Portfolio Moves!
Aug 26, 202533 min
Hello Subscribers! Over the past week, we’ve sold two stocks and bought (or increased our position) in three others. Out: ITOS, MLTX In: NKTR, ETNB, and ???? Cheers, JNap This will be the last FREE Podcast! I might do an occasional post here or there, but going forward, all new Podcasts will be for
1
Thoughts on VKTX (Podcast)
Aug 20, 202541 min
Hello JNap Substackers! This is my inaugural podcast where I opine on VKTX’s oral data from yesterday. I also include some additional thoughts on the obesity market, where I touch on LLY, NVO, MTSR, GPCR, and TERN. I’m sending this to everyone. I have been doing podcasts like this for Bio5C subscrib