Aug. 24 at 10:18 PM
As my recent
$ARGX play was successful I will share my current largest bets for 2026:
$CLDX Phase 3 CSU, KIT antibody, Sept/Oct.
$BHVN Phase 2/3 epilepsy, Kv7.2/7.3 ion channel small molecule activator + phase 2 muscle-sparing obesity, myostatin-binding human recombinant protein, both readouts expected in second half of 2026. Lowest confidence readout for a variety of reasons.
$SYRE Phase 2 RA, YTE TL1A antibody, Sept. SKYLINE UC IL-23 mono arm coming in as well. The major play here for me is the 2027 SKYLINE combos.
$CLYM Phase 2 pMN, 1b SLE and additional 1b results for ITP, CD19 antibody, Q4.
$PTGX FDA approval for Rusfertide expected in August but this may be priced in. Long-term diamond hands hold for me either way.
Also maintaining a small position in Argenx for their Q4 readout and Abivax for their MiR-124-enhancing drug Q4 FDA submission. I think the FDA could really do Abivax dirty though and slap a black box warning on obefazimod so I am cautious on this one.
