CBAY
Cymabay Therapeutics
stock NASDAQ

my personal experiences with some of these
ROTY -- This has a two week trial currently. Jonathan Faison, who runs this, is a very smart dude who is great at keeping an open mind. I remember being impressed with his models that he kept to justify the picks in his portfolio.
JNap -- I don't move enough money to justify Bio5C, but I am subscribed to his 25/month substack and find the content worth it so far. Came into all the major September events fully prepared and knowing what to look for in data and what to expect as far as stock reactions, largely thanks to his podcasts.
Biotenic -- This guy is months ahead of everyone else, a real source of alpha. For example, in December of last year he wrote a pitch on [RZLT](https://biotenic.substack.com/p/rzlt-long-ph3-sunrize-data-2h-2025) about their congenital hyperinsulism readout that's coming out this quarter. The stock has 3x'd since and the aforementioned readout will be pretty hyped! He was also one of the first to openly call out shorts like $GALT and $ATYR before they got popular. And a lot of his stuff is not behind a paywall, so following should be a no-brainer.
Matt Gamber -- One of the hardest working biotech dudes out there, there have been several longs like $CELC and $CBAY that this guy has perfectly called the bottom for. Great guy to chat ideas with.
Bio Breakdowns -- Has my single favorite [post for trading biotech](https://adus.substack.com/p/biotech-analysis-from-0-to-1), one that I'll probably worm into the sidebar or wiki or something.

my personal experiences with some of these
ROTY -- This has a two week trial currently. Jonathan Faison, who runs this, is a very smart dude who is great at keeping an open mind. I remember being impressed with his models that he kept to justify the picks in his portfolio.
JNap -- I don't move enough money to justify Bio5C, but I am subscribed to his 25/month substack and find the content worth it so far. Came into all the major September events fully prepared and knowing what to look for in data and what to expect as far as stock reactions, largely thanks to his podcasts.
Biotenic -- This guy is months ahead of everyone else, a real source of alpha. For example, in December of last year he wrote a pitch on [RZLT](https://biotenic.substack.com/p/rzlt-long-ph3-sunrize-data-2h-2025) about their congenital hyperinsulism readout that's coming out this quarter. The stock has 3x'd since and the aforementioned readout will be pretty hyped! He was also one of the first to openly call out shorts like $GALT and $ATYR before they got popular. And a lot of his stuff is not behind a paywall, so following should be a no-brainer.
Matt Gamber -- One of the hardest working biotech dudes out there, there have been several longs like $CELC and $CBAY that this guy has perfectly called the bottom for. Great guy to chat ideas with.
Bio Breakdowns -- Has my single favorite [post for trading biotech](https://adus.substack.com/p/biotech-analysis-from-0-to-1), one that I'll probably worm into the sidebar or wiki or something.