Jan. 1 at 1:01 PM
2026 BIOTECH WATCHLIST
These four biotechs have major clinical and regulatory catalysts in 2026.
$DRTS (Alpha Tau Medical)
The Play: Alpha DaRT for solid tumors.
2026 Catalyst: Japan PMDA approval decision expected early 2026.
Why Watch: Transitioning to revenue. ASCO GI (Jan 15) is the next data dump.
$MNMD (MindMed)
The Play: MM120 for Anxiety (GAD) and Depression.
2026 Catalyst: Voyage Phase 3 data (H1) and Emerge data (mid-2026).
$OCGN (Ocugen)
The Play: Gene therapy for blindness (RP).
2026 Catalyst: Rolling BLA submission starts H1; Phase 3 liMeliGhT data in Q4.
Why Watch: Gene-agnostic approach targeting a larger market than competitors.
$SAVA (Cassava Sciences)
The Play: Simufilam for TSC-related epilepsy.
2026 Catalyst: Pivot from Alzheimer’s to orphan disease.