Research · Jun 2026
A 13-Year Biotech Specialist Investor Census
A systematic institutional census of dedicated biotech investors. Analyzing SEC 13F filings to track 287 biotech-concentrated entities from 2013 through Q4 2025.
Primary-Source Research on Biotech Capital Markets
RxDataLab is an independent research operation that builds and maintains bespoke data pipelines to track the business of biotech.
Research
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Brief Report · Apr 2026
Specialist Fund Concentration in DMD Treatments: Pipeline and Mechanisms
Duchenne muscular dystrophy has attracted an unusual concentration of specialist biotech hedge fund interest. We mapped interventional trials across 10 companies and overlaid beneficial ownership data from 18 specialist funds to show where that consensus sits and why.
Brief Report · Mar 2026
Baker Brothers Renewed Their Acadia Exit Infrastructure
Baker Bros filed Schedule 13D Amendment 17 on Acadia showing a renegotiated registration rights agreement allowing block trades. We pulled 14 years of Baker's 13D filing history to see what this could mean.
Weekly Report ·
June 28, 2026
Strategic Signals Weekly: June 21 – June 28, 2026
Genprex, Inc. strategic review ongoing (Reqorsa® Gene Therapy (quaratusugene ozeplasmid)). 13 signals this week: 1 licensing, 1 strategic, 10 financing.
Weekly Report ·
June 28, 2026
BioHedge Weekly: June 21 – June 28, 2026
EcoR1 Capital initiated new 9.0% position in Fulcrum Therapeutics, Inc.. 9 filings this week, 7 activist, 2 passive.
Guide ·
February 20, 2026
SEC Ownership Filings in Biotech and What We Can Learn From Them
How to read SEC beneficial ownership and insider reporting filings such as Schedule 13D, 13G, Form 13F, and Form 4 and what they reveal when you layer them together for biotech companies.
Brief Report ·
January 17, 2026
The Biggest Disclosure Day in Biotech
JPM Healthcare opening day triggers more biotech 8-K filings than any other day of the year. Analysis of SEC filing patterns shows 23% of public biotechs tracked by RxDataLab disclose on a single day.
Brief Report ·
December 15, 2025
A Remarkable Coincidence in Wave Executive Trading
Eight Wave Life Sciences executives adopted 10b5-1 trading plans in two clusters months apart, and all eight plans executed on the day of a clinical trial announcement.
Built on Primary Sources
Analysis is only as good as its sources. Every claim is traceable back to a primary record. We pull directly from primary sources such as ClinicalTrials.gov, SEC EDGAR, USPTO, and FDA data, then harmonize company names, resolve entities, link identifiers, and track every change over time. No black boxes.
The Data Behind the Research
Our datasets are available for your research. Documented and traceable, scoped to what you need.
FDA Drug Exclusivity Database
Monthly database covering FDA Orange Book (NDA/ANDA) and Purple Book (BLA) exclusivity and patent data, enriched with USPTO patents, FDA drug labels, and normalized company identifiers. Includes pre-computed loss-of-exclusivity estimates across small-molecule drugs and biologics.
License this dataset →Clinical Trial Change Feed
Structured daily changes to ClinicalTrials.gov: status changes, protocol amendments, endpoint modifications, and enrollment shifts across clinical trials. Filterable by condition, sponsor, intervention or more.
License this dataset →Biotech BD & Licensing Events
Classified 8-K events directly from SEC EDGAR: licensing agreements, strategic alternatives, M&A signals, and financing activity. Tagged by deal type, linked to company identifiers. Updated 3× daily.
License this dataset →Biotech Specialist Hedge Fund Positions
Structured 13D/13G ownership filings and 13F institutional holdings for biotech-focused hedge funds. Covers new positions, stake reductions, and activist threshold crossings. Linked to company and trial identifiers.
License this dataset →Tell us what you're tracking
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