JNap talks biopharma stocks

Bio5C Podcast

Business EN ↓ 3 episodes

My personal Substack bio5c.substack.com

Author

JNap talks biopharma stocks

Category

Business

Podcast website

bio5c.substack.com

Latest episode

Jun 11, 2026

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Episodes

Stock Q&A (Free) 11.06.2026

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

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

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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