The Index
459 dossiers
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.
Biopharma· ALT
A single-asset MASH/AUD/ALD bet on a glucagon/GLP-1 dual agonist that wins on liver biology and lean-mass-sparing but loses on raw weight loss — fully funded into 2028 with a binary AUD readout in Q3 2026 as the next free option; a derisked, heavily-shorted optionality vehicle, not a fundamentals compounder.
Space· ASTS
A pre-revenue option on owning the only direct-to-unmodified-phone cellular layer in space — FCC-blessed and ~$4.5B-funded through ~90 satellites, but the entire bull case is a single binary that resolves in 2027: can it manufacture, launch, and switch on a 45–60 satellite constellation before Starlink's good-enough text/voice layer makes "broadband from space" a feature nobody pays a premium for. At ~$31B on $71M of 2025 revenue, the market is already paying for flawless execution it has not yet seen.