Not much. BoJ did raise and indicator they would continue on the same path. Santa next week?
Adicet Bio NASDAQ:$ACET voted on a reverse split. So it should be primed now. I added yesterday and today to our position. I am hoping this catches a bid and pulls off the same post-split run Assembly Biosciences NASDAQ:$ASMB has. This is a mechanical setup play though there is solid science as well.
Assembly was a stock we got trapped in but still made a decent profit by doubling down heavy earlier this year.
There were a lot of (still are a few) biotechs that went IPO in 2019-2021 that got caught in COVID/supply chain backup that just got beat to shit from trial delays and had to dilute to stay alive.
I highlight Adicet here because it made Guggenheim’s stocks to watch in 2026 list.
We’ve been playing these post-consolidation and currently are hold half a dozen or so others currently.
Since July of 2025, there have only been three biotech IPOs. There were seven in the same time period in 2024 and eight in 2023. With interest rates where they are I expect the trend for asset in-licensing to continue in 2026. So look for opportunities in that domain.
If you like our risk/event charts they are available in chat via subscription. This subscription fee covers the cost of running all this code. Amazon Web services and data plans are not cheap.
As always, if you think there are spelling errors update your dictionary to the latest version. Happy speculation!
— AJ
Event Horizon Tools
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