JNap talks biopharma stocks
Bio5C Podcast
My personal Substack bio5c.substack.com
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JNap talks biopharma stocks
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11. Jun 2026
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Stock Q&A (Free) 11.06.2026 1:00:08
Hello Subs! Thanks to everyone who submitted questions for this week’s (free) podcast! I’m sorry I didn't get to all of them, but if you guys think this went well, I’m happy to do more “Q&A” podcasts in the future! Stock discussed (in order): MLYS, RCKT, NGNE, NRIX, OTLK, RNTX, TNGX/RVMD, and IDYA. I also sprinkle in some of my trading philosophy and rules. Cheers! JNap Please see all my disclaime...
Portfolio Moves! 26.08.2025 33:01
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 subscribers only! This is a public episode. If you'd like to discuss this with other subscribers or...
Thoughts on VKTX (Podcast) 20.08.2025 41:04
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 subscribers for the past five years. Going forward, Bio5C subscribers and Remsen LPs will receive these emai...
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