Two Natural Cap

MaxCyte: Trading at less than book and then some $mxct

Casgevy, In-vivo, SeQure Dx

13 hrs ago • Two Natural Capital

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

January 2026

Aktis Oncology - The Miniprotein Radioconjugate Platform (Pt 1) $akts

Protein-Protein Interactions, Peptides vs Antibodies, Pluvicto.

Jan 22 • Two Natural Capital

December 2025

Antibodies, Antibody Fragments, and Peptides: Targeting Muscular Diseases with RNA

Avidity, Dyne, PepGen, Entrada, and Arrowhead

Dec 18, 2025 • Two Natural Capital

1

1

November 2025

UniQure: (Hopefully) Progress on miRNA Therapeutics $qure

siRNA vs miRNA, the FDA, Exon 1 vs Allele-Specific

Nov 6, 2025 • Two Natural Capital

2

October 2025

Capstan Therapeutics: LNP Delivery Beyond the Liver $abbv

In-vivo CAR-T, Targeted LNPs, and Autoimmune Disease

Oct 7, 2025 • Two Natural Capital

1

September 2025

MaxCyte: Powering Ex-Vivo Gene Editing $mxct

Casgevy, Allogeneic CAR-T, and Electroporation Technology

Sep 4, 2025 • Two Natural Capital

4

July 2025

Maravai: Can an mRNA Capping Provider Move Beyond Covid? $mrvi

mRNA, Biologics Safety Testing, and Cell/Gene Therapy

Jul 25, 2025 • Two Natural Capital

3

June 2025

CAR-T Therapy: How Can CRISPR Help?

Donors Cells, Immune System Evasion, AvenCell/Intellia/CRISPR Therapeutics

Jun 25, 2025 • Two Natural Capital

1

CRISPR Comes Back to Life

Baby KJ, LNPs, and Danaher

Jun 11, 2025 • Two Natural Capital

1

May 2025

Casey’s General Stores: A Dollar General Approach to Gas Stations $casy

Pizza, Buc-ee’s, Expansion, and Zyn

May 7, 2025 • Two Natural Capital

4

April 2025

In Situ Sequencing: 10x Genomics, NanoString, and Vizgen $txg $brkr

Lawsuits, Sensitivity/Specificity, and Mouse Brains

Apr 25, 2025 • Two Natural Capital

2