The Distilled 3: Free Weekly Biotech Catalyst Picks (and daily deep dives/updates, written by a PhD patent agent)

Quick share for anyone who wants free, IP-and-clinical-driven biotech coverage. I’m a senior biotech patent agent with about 10 years of experience and a PhD in medicinal chemistry, and I run Biotech Distilled on Substack.

What you’ll find on the Substack:

The Distilled 3 (completely free): every Sunday, three small-to-mid-cap names with material catalysts in the next 1 to 4 weeks, broken down through an IP + clinical + competitive lens.

A daily deep dive on one new biotech company: the same chemistry, patent, and clinical-data framework, applied to a new ticker each day.

Daily update posts on any company I follow that warrants one: using a tool I built leveraging AI to keep the workflow scalable. (I won’t go into the tool itself here; happy to discuss the methodology in another post sometime.)

And a lot more coming: I’ve got several new content formats in the pipeline.

Here’s how the last two weeks of Distilled 3 picks are tracking:

This week’s picks (May 10 to May 12):

SLS: the standout. REGAL Phase 3 hit 78/80 OS events as of today’s after-market report (was 72/80 in late December). Two events away from the trigger that fires the final analysis on their AML maintenance vaccine. Stock ripped from ~$5 to $6 in after-hours, +~20%. My deep dive flagged this exact event-driven trigger setup; SLS009 (the CDK9 backstop) is still a long-term reason I like the name.

CGON: Up ~5% on the week. JPMorgan raised PT to $96 on Monday. CORE-008 Cohort CX data at AUA on Saturday (May 16).

COGT: Modestly green into the May 30 ASCO PEAK oral and the APEX NDA submission window.

Last week’s picks (May 4 to today):

SMMT: The headline winner: from ~$18 to $23.91 in eight sessions. About +30% on the week.

LRMR: Roughly flat to slightly down (~-2%). Friedreich’s ataxia BLA still in front of us.

VRDN: REVEAL-2 in chronic TED was a positive readout on May 5 (science thesis was right), but the stock got hammered to ~$17 on a 7.35M-share secondary priced into the data. Catalyst won, stock lost: exactly the kind of dilution-overhang risk I try to flag in the writeups.

If you want the actual thesis behind each pick (why the catalyst matters, IP runway, where I’d size out), it’s on my Substack (Biotech Distilled).

Happy to take questions in the comments. Not financial advice, I may hold positions in any of these, do your own DD.