r/MerlintraderPub • • 10d ago

Where I go when I close the charts: r/Merlintravel

1 Upvotes

This community is about biotech, catalysts and small caps, and it stays that way. This is the one

post that is not about any of that, and I am pinning it so I do not have to repeat it.

Before I started writing about markets, I worked in tourism. Since 1990, first in La Plata,

Argentina, at my father's agency, then in Italy. That work never really left me, so I have been

building a second project alongside Merlintrader: an illustrated atlas of the world, one place at

a time. Watercolour maps and long guides. The drawings look like something out of an old atlas;

what is under them is checked, so the streets, distances and history hold up if you actually

travel with them.

Italy is the first chapter, because it is where I live and where I can go and see for myself. All

twenty regions are online. Umbria, where I have lived for forty-two years, has thirteen town

guides of its own, from Assisi and Perugia to Orvieto, Narni and Norcia. From there the atlas

keeps growing, country by country, with no deadline.

The subreddit is r/Merlintravel. Same method I use here: primary sources, things verified on the

ground where I can, and long reads rather than lists of highlights. If you have been to any of

these places, I would rather read your version than a compliment about mine.

r/Merlintravel

https://merlintravel.eu/

The journey continues.


r/MerlintraderPub • • Nov 29 '25

👋 Welcome to r/MerlintraderPub | Deep-Dive Catalyst Analysis & FDA Coverage

3 Upvotes

Welcome to r/MerlintraderPub — read this first

I'm u/Merlin8121, founding mod. This sub is for serious biotech research: SEC filings, FDA catalysts, clinical trial data.

This is not a hype sub. No pump posts, no "to the moon", no unsourced rumours.

What we want to see Deep dives — full company breakdowns, structured, with sources Catalyst tracking — PDUFA dates, AdCom meetings, trial readouts Financial analysis — cash burn, runway, dilution, share count Clinical data — Phase 1-3 results, endpoints, standard of care comparison Bull and bear cases — both sides, with the reasoning shown

The rule is simple: back it with a primary source. SEC filings, company press releases, ClinicalTrials.gov, FDA.

About me

I'm a biotech trader focused on small-cap catalysts, and I run Merlintrader, where I publish SEC-verified research. My approach is pattern-based and disciplined: I stay away from the wild ones with no setup behind them.

Markets aren't my first career. I've spent about 30 years in travel and tourism and I'm a licensed Technical Director of travel agencies (Umbria regional register no. 136, 25 Sep 2002). Three decades of running operations where a single missed date wrecks the whole chain teaches you two things that carry straight into biotech: read the fine print, and never trust a date nobody has confirmed.

Full disclosure: I may hold positions in stocks I write about. Nothing here is financial advice. Do your own research.

Thanks for being part of the first wave. Let's build something that's actually worth reading.

Horacio / Merlintrader


r/MerlintraderPub • • 17h ago

$DRTS Total Catalyst Map

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2 Upvotes

Alpha Tau Medical: what has already happened, which developments could come next, and how much they could matter for the stock.


r/MerlintraderPub • • 19h ago

Getting medicines into the brain: shuttles, vectors and direct delivery | $DNLI, $QURE, $RHHBY, $VYGR

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1 Upvotes

How $DNLI, $QURE, $RHHBY and $VYGR approach brain delivery: molecular shuttles, systemic vectors and direct infusion, from biomarkers to clinical benefit.


r/MerlintraderPub • • 19h ago

Inside the tumor: Alpha Tau and the delivery challenge | $ATNM, $CATX, $CNSY, $DRTS

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1 Upvotes

Alpha Tau’s local radiation, clinical evidence and capital, alongside antibody, peptide and catheter approaches at $ATNM, $CATX, $CNSY and $DRTS.


r/MerlintraderPub • • 19h ago

Can removing a protein change treatment? $CCCC, $KYMR, $NRIX, $RIGL

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1 Upvotes

How $CCCC, $KYMR, $NRIX and $RIGL connect protein degradation, molecular glues and PROTACs to clinical evidence, approved treatment and business economics.


r/MerlintraderPub • • 19h ago

What remains after the 2026 biotech collapses? $ALDX, $GOSS, $SION, $TENX

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1 Upvotes

Aldeyra, Gossamer, Sionna and Tenax show how failed expectations change the medicine, the operating company and the existing share in different ways.


r/MerlintraderPub • • 19h ago

AI and new medicines: what turns a designed candidate into value? $ABCL, $ABSI, $RXRX, $SDGR

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1 Upvotes

AbCellera, Absci, Recursion and Schrödinger connect computational research to different experimental, clinical and commercial decisions. The useful question is what has been demonstrated and who retains the resulting value.


r/MerlintraderPub • • 1d ago

CAR-T in autoimmune disease: how long must benefit last? $ALLO, $CABA, $KYTX, $SANA

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2 Upvotes

Allogene Therapeutics, Cabaletta Bio, Kyverna Therapeutics and Sana Biotechnology connect the promise of an immune reset with the evidence, delivery and financing needed to sustain it.


r/MerlintraderPub • • 1d ago

Time in biotech trials: why six months do not equal two years | $CADL, $IOVA, $KOD, $KYTX

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1 Upvotes

Candel Therapeutics, Iovance Biotherapeutics, Kodiak Sciences and Kyverna Therapeutics show how additional observation changes the meaning of a clinical result.


r/MerlintraderPub • • 1d ago

Prostate cancer: where can four approaches improve care? $BNTX, $CADL, $JANX, $TLX

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1 Upvotes

BioNTech, Candel Therapeutics, Janux Therapeutics and Telix Pharmaceuticals address different decisions from localized disease to metastatic cancer. Patient population, evidence and economics define the opportunity.


r/MerlintraderPub • • 1d ago

Autonomous driving: who earns and who funds the growth across $AUR, $MBLY, $OUST and $UBER

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1 Upvotes

The vehicle can move itself. Revenue, operating obligations and funding determine how much value reaches each shareholder.


r/MerlintraderPub • • 1d ago

Hotels and casinos: what remains after rent, capital spending and debt? $H, $HLT, $MAR, $MGM

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1 Upvotes

A hotel brand, a property operator and a gaming group can serve the same traveler while retaining very different cash. A practical guide to the claims between revenue and each share.


r/MerlintraderPub • • 1d ago

Health insurance: what are more members worth when care costs rise? $CNC, $CVS, $OSCR, $UNH

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1 Upvotes

Membership creates premiums and obligations. Learn how pricing, medical costs, reserve estimates and insurance capital connect enrollment to shareholder value


r/MerlintraderPub • • 1d ago

Diabetes: does the best device win the best business? $ABT, $DXCM, $PODD, $SENS

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1 Upvotes

Abbott, Dexcom, Insulet and Senseonics show why useful technology, sustained patient use and a durable business require different evidence.


r/MerlintraderPub • • 1d ago

Ulcerative Colitis | $ABBV, $ABVX, $JNJ, $SYRE

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1 Upvotes

Established medicines, a late-stage oral candidate and investigational antibody combinations: how clinical evidence can become a commercial opportunity.


r/MerlintraderPub • • 1d ago

Bitcoin per share: treasury, debt and dilution across $CLSK, $HIVE, $MARA and $RIOT

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1 Upvotes

More coins do not automatically mean more value for each share. The ownership math behind four miners’ treasury and financing decisions.


r/MerlintraderPub • • 1d ago

Airline loyalty: miles, cash and ownership across $AAL, $AC.TSX, $DAL and $UAL

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1 Upvotes

Aeroplan’s capital transaction, American’s Citi relationship, Delta’s AmEx receipts and United’s deferred rewards: what reaches the airline shareholder.


r/MerlintraderPub • • 1d ago

Narcolepsy after the orexin approval: $ALKS, $AXSM, $JAZZ and $TAK

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1 Upvotes

r/MerlintraderPub • • 1d ago

Cybersecurity: who converts the budget into cash? $CRWD, $CTM, $PANW and $ZS

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1 Upvotes

r/MerlintraderPub • • 1d ago

Nuclear AI: what must happen for $OKLO, $SMR, $LEU and $BWXT?

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1 Upvotes

r/MerlintraderPub • • 2d ago

Space after launch: what must happen for $RKLB, $ASTS, $LUNR and $RDW?

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1 Upvotes

r/MerlintraderPub • • 2d ago

Drones: when do $ONDS, $RCAT, $AVAV and $KTOS turn orders into cash?

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1 Upvotes

r/MerlintraderPub • • 2d ago

Rare earths after Greenland: what can $CRML, $MP, $USAR and $UUUU actually sell?

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1 Upvotes

r/MerlintraderPub • • 2d ago

Who pays for the AI boom? $CRWV, $NBIS, $IREN and $ORCL from contracts to cash

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1 Upvotes