{ "tldr": { "summary": "The article updates the author's Q2 2026 catalyst tracker, focusing on biotech regulatory decisions and clinical events. It highlights key catalysts for companies like REPL, TVTX, GRCE, DNLI, and CRDF but emphasizes the author's uncertainty and preference to remain observational rather than taking positions.", "key_points": [ "The author has updated a catalyst sheet with over 550 events for the year, sharing Q2 highlights.", "Regulatory decisions in April for REPL, TVTX, and GRCE are noted as key to understanding FDA dynamics.", "The author expresses uncertainty about outcomes and states a preference to stay on the sidelines.", "CRDF's onvansertib PFS data in H1 is discussed as a binary setup with challenges.", "Other clinical catalysts include CNTX's CLDN-6 TCE data and NMRA's KOASTAL readouts.", "The full catalyst list is available to paid subscribers via a link." ] }, "trade_ideas": [] }