Biotech Distilled

UPDATE: Helus Pharma (HELP) - The Smart Money Tug-of-War & Peer-Reviewed Receipts

OrbiMed Buys, Tang Bails, and Nature Medicine Validates the DMT Thesis.

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Biotech Distilled
Feb 21, 2026
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Context: Last week, I discussed the Adults in the Room arriving at Helus Pharma with the appointment of commercial heavyweight Michael Cola as CEO and Point72 taking a 6.2% stake. This week, new SEC filings revealed a massive institutional battleground forming, along with the kind of scientific validation that biotech investors dream of.

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