MicroCap Desk
Coverage · Biotech

Biotech

Where a single Phase 2 data readout can reprice the float 60% in a morning and a CRL can halve it by lunch. Our beat is sub-$300M drug developers, clinical-stage platforms, and the dilution math that sell-side decks quietly leave out.

6 active stories 12 mo. avg. catalyst window Updated daily
Pharmaceutical research setting representing Corbus CRB-701 oncology program
Biotech·CRBP·Bullish

Corbus aligns with FDA on pivotal path for CRB-701

FDA alignment derisks the most common reason Phase 3 trials fail. What Corbus does with the compressed calendar is the whole equity story.

Apr 17, 2026·7 min read
Gene therapy DNA sample vials at a research laboratory
Biotech·MGTX·Neutral

Three years of durable vision in the MeiraGTx long-term follow-up

36-month ARVO readout confirms durability. Rerating to generalist biotech flows needs a second catalyst. What would change the call.

Apr 16, 2026·8 min read
Brain neuroscience research concept for Clearmind CNS pipeline
Biotech·CMND·Bullish

Clearmind's AUD Phase 1/2a hits its primary — with a catch

First-cohort biomarker hit for CMND-100 in alcohol use disorder. Three signals to watch through the next two cohorts.

Apr 15, 2026·9 min read
Laboratory microscope research representing Theriva VCN-01 oncology program
Biotech·TOVX·Bearish

Theriva's AACR data isn't the story. The cash runway is.

Phase 2b oncolytic-virus data at AACR. But the balance sheet is what actually moves the equity — cash runway analysis and three financing paths.

Apr 14, 2026·8 min read
Clinical dermatology setting representing Biofrontera Ameluz franchise
Biotech·BFRI·Bullish

The boring biotech thesis: Biofrontera is actually selling things

Ameluz revenue growing high-teens. OpEx flat. Sales-force buildout finally scaling. The textbook commercial-stage inflection — just without the story-stock drama.

Apr 12, 2026·7 min read
Veterinary clinic examination representing Jaguar canine crofelemer trial
Biotech·JAGX·Neutral

Jaguar Health pivots to dogs. Whether it matters depends on the label.

Crofelemer's canine CID trial is the first real platform-extension shot. Human vs. veterinary economics are not the same model.

Apr 11, 2026·8 min read
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