The Index
400 dossiers · 1 need attention
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
biopharma8 names· avg TR 8 | ||||||||
| The best-funded biotech ever, reorganizing toward AI after four years and zero disclosed clinical assets — a platform bet whose lead rivals just beat it into the clinic; WATCHING, not ownable, until a named program and a runway figure exist. | — | 8 | ||||||
| Alphabet's $2.5B/12-year longevity moonshot just lost its only pharma partner — AbbVie walked after the lead asset flopped — and the surviving thesis is now a 3-asset rare-disease biotech (ADPKD antibody the crown jewel) wearing an aging-research halo; not a 2026 tradeable, watch the ADPKD Phase 2 readout as the sole de-risking event. | — | 8 | ||||||
G | The single-partner-concentration bear point is dead — Gero now has TWO pharma validations, and the bigger one (Chugai/Roche, exclusive worldwide antibody rights, up to ~$250M milestones + royalties) is disclosed on a listed Roche subsidiary's own corporate filing, the most credible source in this dossier. Plus an open-sourced sequence-to-molecule model (ProtoBind-Diff). Still WATCHING (private, no public security, no named owned IND asset), but the watch is materially higher-quality — conviction on the platform-validation leg rises from "one partner, unfalsifiable" to "two top-tier pharma partners + a verifiable open-source artifact." The asymmetric event is now a partner advancing a target to the clinic or an institutional/crossover up-round. | — | ||||||
| The first company to put epigenetic age-reversal into a human body — a binary, single-asset bet where a clean Phase 1 safety read on OSK reprogramming is worth more than the whole longevity field's $4B+ of pre-clinical promises, and a single inflammation or tumor signal ends it. | — | 8 | ||||||
| The first company poised to win an FDA label for "lifespan extension" in any species — a genuinely novel regulatory beachhead on a large, growing owner-pays pet-pharma market — but the bet rides on one not-yet-read-out 1,300-dog trial, a surrogate-style ("reasonable expectation") approval, and a single CMC section still outstanding; WATCHING (privately ownable conviction, no tradeable instrument) with the STAY lifespan readout as the binary. | — | 8 | ||||||
| A platform-quality data moat (1,000× the field's reprogramming-screen data) wrapped around an unproven biology, priced at $3.1B pre-IND for a 2027 first-in-human — the bet is the engine, not the liver drug, and the engine won't be falsifiable for 24+ months while a rival is already in the clinic. | — | 8 | ||||||
| A billionaire-seeded Swiss "hallmarks-of-aging" holdco that quietly went dark — rebranded to Centenara in Sep-2024, lead eye asset terminated, holdco comms silent ~21 months; the ONLY live value driver is a separately-financed Belgian portco (Rejuvenate Biomed RJx-01, Ph2 COPD-sarcopenia, topline end-2026). Un-investable as a private until an IPO path or a single de-risked asset emerges; WATCHING the RJx-01 readout only. | — | 8 | ||||||
| A genuine builder's longevity platform de-risking faster than its peers, but the $1.8B mark is a 64% haircut off the $5B it was chasing six months ago — own it only after the August RTR242 readout converts "no tox" into a real biomarker signal, not before. | — | 8 | ||||||