Lifescience investor focused on non-consensus long-short investment ideas. I focus on small to mid-cap biotechnology companies that are public on the US and EU markets. I like to delve into clinical catalysts or play earnings on new drug launches. I do not provide personal investment advice. All content that I provide, including but not limited to opinions, analyses, commentaries, forecasts, stock picks, and investment strategies, is for informational and educational purposes only and should not be interpre ...

【导读】下周2只新股可申购，摩尔线程将成"国产GPU第一股" 中国基金报记者 闻言 A股打新投资者注意啦！ 根据目前发行安排，下周有2只新股可申购。 2022年至2024年及2025年上半年，摩尔线程的营业收入分别为4608.83万元、1.24亿元、4.38亿元及7.02亿元，归母净利润分别为-18.94亿元、-17.03亿 元、-16.18亿元及-2.71亿元。 | | | | | 单位: 万元 | | --- | --- | --- | --- | --- | | 项目 | 2025年1-6月 | 2024年度 | 2023年度 | 2022年度 | | | /2025年6月末 | /2024年末 | /2023年末 | /2022年末 | | 营业收入 | 70.176.19 | 43.845.95 | 12,398.19 | 4.608.83 | | 营业利润 | -27.107.83 | -161.565.51 | -170.356.49 | -189.377.95 | | 利润总额 | -27.093.66 | -161 859 69 | -170.314.98 | -189,398.34 | | ...

Core Insights - Bragar Eagel & Squire, P.C. is investigating officers and directors of Driven Brands Holdings, Inc. and Jasper Therapeutics, Inc. on behalf of long-term stockholders due to class action complaints filed against both companies [1][4] Driven Brands Holdings, Inc. (NASDAQ: DRVN) - A class action complaint was filed against Driven Brands on December 22, 2023, alleging that the company made materially false and misleading statements regarding its ability to integrate acquired businesses and the performance of its car wash segment [2][3] - The complaint claims that Driven Brands misrepresented its integration capabilities as a "core strength" and assured investors of "significant progress" in integrating its U.S. auto glass businesses, while downplaying issues related to customer demand in its car wash segment [3] Jasper Therapeutics, Inc. (NASDAQ: JSPR) - A class action complaint was filed against Jasper Therapeutics on September 19, 2025, alleging that the company made materially false and misleading statements about its business operations and compliance policies [4][5] - The complaint highlights that Jasper lacked necessary controls to ensure third-party manufacturers complied with cGMP regulations, which increased risks for ongoing studies and overstated the company's financial and clinical prospects [5]

Core Viewpoint - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues, particularly when ad-blockers are enabled [1] Group 1 - The article suggests that users may face restrictions if they have ad-blockers enabled, indicating a need for adjustments in browser settings to ensure smooth access [1]

Core Viewpoint - Rosen Law Firm is reminding purchasers of MoonLake Immunotherapeutics common stock of the upcoming lead plaintiff deadline for a class action lawsuit related to misleading statements made by the company during the class period from March 10, 2024, to September 29, 2025 [1]. Group 1: Class Action Details - Investors who purchased MoonLake common stock during the specified class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To participate in the class action, investors can submit their information through the provided link or contact the law firm directly [3][6]. - A lead plaintiff must file a motion with the court by December 15, 2025, to represent other class members in the litigation [3]. Group 2: Legal Representation - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting their own success in recovering significant amounts for investors [4]. - The firm has been recognized for its achievements in securities class action settlements, including being ranked No. 1 for the number of settlements in 2017 and recovering over $438 million for investors in 2019 [4]. Group 3: Case Allegations - The complaint alleges that during the class period, MoonLake made false and misleading statements regarding the efficacy of its product SLK compared to traditional monoclonal antibodies, leading to investor damages when the truth was revealed [5].

Core Insights - The law firm Kessler Topaz Meltzer & Check, LLP is investigating potential violations of federal securities laws on behalf of investors of uniQure N.V. [1] - On November 3, 2025, uniQure announced that the FDA indicated insufficient evidence from its AMT-130 gene therapy data to support a Biologics License Application (BLA) submission [2] - Following this announcement, uniQure's stock price plummeted over 50%, from $67.69 on October 31, 2025, to $34.29 on November 3, 2025 [3] Company Developments - uniQure's AMT-130, an investigational gene therapy for Huntington's disease, is facing regulatory challenges as the FDA no longer considers the Phase I/II study data adequate for BLA submission [2] - The timing for the BLA submission for AMT-130 has become uncertain due to the FDA's feedback [2] Market Reaction - The significant drop in uniQure's stock price reflects investor concerns regarding the viability of AMT-130 and its potential market approval [3]

Core Insights - Adaptive Biotechnologies Corporation (NASDAQ:ADPT) has recently reached a three-year high, driven by investor interest following a dip to $13 earlier in the week, with the stock closing up 14.03% at $18.61 [1][2] Financial Performance - In the third quarter, Adaptive Biotechnologies reported a net income of $9.5 million, a significant turnaround from a net loss of $32.07 million in the same period last year [3] - Revenues for the company increased by 102% year-on-year, reaching $93.97 million, up from $46.4 million, which included $33.7 million from Immune Medicine due to the full amortization of payments under the terminated Genentech Agreement [4] Future Outlook - The company anticipates its pharmaceutical services will generate $20 million in revenues and expects EMR integrated testing volumes to exceed 50% by year-end [2] - Adaptive Biotechnologies is scheduled to participate in the Piper Sandler Healthcare Conference on December 3, indicating ongoing engagement with investors and stakeholders [3]

Core Insights - Nkarta Inc. (NKTX) is focusing on a strategic pivot towards autoimmune diseases, which has generated an optimistic outlook for the company in 2025 [1] Company Overview - Nkarta Inc. has been analyzed multiple times in 2025, consistently leading to a positive perspective regarding its new direction in the autoimmune disease sector [1] Analyst Background - The analysis is conducted by an individual with a PhD in biochemistry and extensive experience in evaluating clinical trials and biotech firms, emphasizing the importance of understanding the science behind investment opportunities [1]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Skye Biosciences, Inc. due to allegations of misleading statements regarding the effectiveness of its drug nimacimab, which led to significant stock price declines [2][5][6]. Group 1: Legal Investigation - The law firm is encouraging investors who suffered losses in Skye to contact them to discuss their legal options [1]. - A federal securities class action has been filed against Skye, with a deadline of January 16, 2026, for investors to seek the role of lead plaintiff [2][7]. - The firm has a history of recovering hundreds of millions of dollars for investors since its founding in 1995 [4]. Group 2: Allegations Against Skye - The complaint alleges that Skye and its executives violated federal securities laws by making false and misleading statements about nimacimab's effectiveness and overstating its clinical and commercial prospects [5]. - On October 6, 2025, Skye announced that nimacimab did not achieve its primary endpoint in a clinical study, leading to a 60% drop in stock price, closing at $1.90 per share [6]. Group 3: Investor Participation - Any member of the putative class can move the court to serve as lead plaintiff or choose to remain an absent class member, with no impact on their ability to share in any recovery [7]. - The firm is also seeking information from whistleblowers, former employees, and shareholders regarding Skye's conduct [8].

Market Overview - The stock market experienced a significant downside reversal on Thursday, with key indexes and leading stocks, including Nvidia, showing losses after initial gains post-earnings [1][4] - Despite a rebound on Friday driven by hopes of a Federal Reserve rate cut, the market still faced damaging weekly losses [2][4] Stocks to Watch - Notable stocks to monitor include TJX Cos, Cboe Global Markets, RTX, Alnylam Pharmaceuticals, and Medpace Holdings, with Medpace showing a remarkable 78% increase in 2025, significantly outperforming its peers [1][4] - Cboe Global Markets achieved a key benchmark with an 80-plus Relative Strength (RS) rating, indicating strong performance [4] Consumer Spending and Market Sentiment - The market is currently navigating shaky consumer spending, with three retail stocks identified as well-positioned to handle this uncertainty [4] - A high-flying biotech stock is also noted for its impressive performance, having seen a 96% increase, with annual profit anticipated as key drug sales double [4]