Two Natural Cap
Subscribe
Sign in
Home
Archive
About
Brain-penetrant PROTACs: Arvinas & Nurix Therapeutics $arvn, $nrix
Neurodegenerative diseases, Catalytic MoAs, Efflux Proteins
Jul 9
•
Two Natural Capital
3
Latest
Top
Discussions
PROTACs: Protein Degradation for 'Undruggable' Targets
bRo5 molecules, Arvinas/Kymera, Further PK/PD Decoupling
Jun 9
•
Two Natural Capital
2
Chemoproteomics: Scorpion/Antares, Vividion Tx, Frontier Medicines
Or, covalent inhibitors pt 2.
May 14
•
Two Natural Capital
2
Covalent Inhibitors Part 1
RAS, For Blood and Money, Vividion/Scorpion/Frontier
Apr 30
•
Two Natural Capital
1
Terns Pharma: Derisked Allosteric Inhibitors $tern
Merck, Peak Sales, Schedule 14D-9s
Apr 8
•
Two Natural Capital
3
Revolution Medicines: The Transition from RAS(OFF) to RAS(ON) $rvmd
Molecular glues, off-target effects, covalent bonds
Mar 19
•
Two Natural Capital
3
MaxCyte: Trading at less than book and then some $mxct
Casgevy, In-vivo, SeQure Dx
Feb 24
•
Two Natural Capital
4
1
Aktis Oncology Pt 2: Alpha vs Beta Emitting Radionuclides $akts
Daughter nuclides, supply issues, nectin-4 beyond bladder cancers
Feb 5
•
Two Natural Capital
1
2
1
See all
Two Natural Cap
Writing about markets and life sciences/biotech; readers include investors from Baillie Gifford, GIC, and Susquehanna.
Subscribe
Recommendations
View all 6
Net Interest
Marc Rubinstein
White Noise
Tom White
Rough Diamonds
Sarah Constantin
Owl Posting
Abhishaike Mahajan
Alex Kesin's Pharmacopoeia
Alex Kesin
Two Natural Cap
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
