JNap Podcast

About JNap Podcast

Substack for Remsen Investors LP, Bio5C, and anyone else interested in biopharma investing! bio5c.substack.com (https://bio5c.substack.com?utm_medium=podcast)

Publisher

JNap talks biopharma stocks

Category

business · health & fitness

Language

en

Explicit

No

First episode

20 Aug 2025

Latest episode

10 Sept 2026

Latest episodes

5 episodes in the feed.

1. 

   10 Sept 2026

   Day 3 - Conference Firesides (FREE)

   Hello Subs! Back at it again with more quick thoughts after listening to conference calls at the Wells Fargo, Citi, and Cantor conferences this week. 0:26 - PHVS 6:54 - MLYS 9:57 - URGN 13:58 - CGON 17:22 - VERA 20:13 - REPL 21:49 - SABS 28:34 - IOVA 33:40 - IVVD Day-4 coming tomorrow!!! Cheers, JNap Disclosure: I am long PHVS MLYS CGON SABS IVVD This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit bio5c.substack.com/subscribe (https://bio5c.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2)

2. 

   24 Aug 2026

   Buying ENGN Less Than Zero (FREE)

   Hello Subs, ENGN is trading at a negative $145M valuation - less than zero. In this post, I walk through why the Street has completely written off this company, how that is mostly correct for now, but what could turn things around. Cheers, JNap I am long ENGN and CGON. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit bio5c.substack.com/subscribe (https://bio5c.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2)

3. 

   28 Jul 2026

   OCUL vs. EYPT ← (FREE POST)

   Hello Subs! This (long) podcast covers OCUL’s AXPAXLI vs. EYPT’s DURAVYU ahead of the readout of EYPT’s first-phase 3 study called LUGANO. I provide background on the science, clinical data, endpoints we know (from OCUL’s SOL-1), and endpoints we’re extrapolating based on existing data (to OCUL’s SOL-R and EYPT’s LUGANO/LUCIA studies). I make some predictions and share my assessment of the market. I conclude with thoughts on valuation and how my portfolio is positioned at this time. Cheers! JNap Disclosure: We are Long OCUL, Short EYPT This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit bio5c.substack.com/subscribe (https://bio5c.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2)

4. 

   11 Jun 2026

   Stock Q&A (Free)

   Hello Subs! Thanks to everyone who submitted questions for this week’s (free) podcast! I’m sorry I didn't get to all of them, but if you guys think this went well, I’m happy to do more “Q&A” podcasts in the future! Stock discussed (in order): MLYS, RCKT, NGNE, NRIX, OTLK, RNTX, TNGX/RVMD, and IDYA. I also sprinkle in some of my trading philosophy and rules. Cheers! JNap Please see all my disclaimers & disclosures on Bio5C.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit bio5c.substack.com/subscribe (https://bio5c.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2)

5. 

   20 Aug 2025

   Thoughts on VKTX (Podcast)

   Hello JNap Substackers! This is my inaugural podcast where I opine on VKTX’s oral data from yesterday. I also include some additional thoughts on the obesity market, where I touch on LLY, NVO, MTSR, GPCR, and TERN. I’m sending this to everyone. I have been doing podcasts like this for Bio5C subscribers for the past five years. Going forward, Bio5C subscribers and Remsen LPs will receive these emails as an additional service included in their subscription fees. If you are not a Bio5C subscriber or Remsen LP, you can upgrade your free subscription to this Substack for $25/mo. You can also visit Bio5C (http://www.Bio5C.com) to learn more about my research and Discord. Cheers, JNap Stock Discussed in this Podcast where JNap or Remsen has a position: VKTX, GPCR This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit bio5c.substack.com/subscribe (https://bio5c.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2)

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

4.5 / 5

4 ratings

Contact JNap Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.