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.
AI-Bio· ABCL
A de-risked, cash-rich option on one binary — ABCL635 Phase 2 hot-flash data in Q3 2026 — wrapped around a platform whose old royalty engine has gone to zero; the antibody-vs-pill differentiation is plausible but unproven, and at ~$1.5B the market is already paying for a win.
AI-Bio· ABSI
A re-rated single-asset AI-antibody story — ABS-101's half-life miss quietly killed the old lead, so the entire ~$1.15B cap now rides on one binary (ABS-201 alopecia interim PoC, H2 2026) against a 26%-of-float short and an 18-month runway. Own the readout, not the platform.