Analysis ·
June 22, 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
View all →Weekly Report ·
June 21, 2026
Strategic Signals Weekly: June 14 – June 21, 2026
ABCELLERA BIOLOGICS INC licensing event. 11 signals this week: 3 licensing, 6 financing.
Weekly Report ·
June 21, 2026
BioHedge Weekly: June 14 – June 21, 2026
RA Capital Management initiated new 23.8% position in Parabilis Medicines, Inc.. 7 filings this week, all activist.
Brief Report ·
April 9, 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 ·
March 24, 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.
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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