The Index
400 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.
Biopharma
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.