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CRISPR Comes Back to Life
Baby KJ, LNPs, and Danaher
Jun 11
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CRISPR Comes Back to Life
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May 2025
Casey’s General Stores: A Dollar General Approach to Gas Stations $casy
Pizza, Buc-ee’s, Expansion, and Zyn
May 7
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Casey’s General Stores: A Dollar General Approach to Gas Stations $casy
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April 2025
In Situ Sequencing: 10x Genomics, NanoString, and Vizgen $txg $brkr
Lawsuits, Sensitivity/Specificity, and Mouse Brains
Apr 25
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In Situ Sequencing: 10x Genomics, NanoString, and Vizgen $txg $brkr
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Illumina: What Does a Hypothetical Bull Case Look Like? $ilmn
The Single-Cell and Spatial Opportunity
Apr 10
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Illumina: What Does a Hypothetical Bull Case Look Like? $ilmn
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March 2025
Solid BioSciences, Sarepta, and Regenxbio ($sldb, $srpt, $rgnx)
Gene therapies for the largest gene in the body, protein-protein interaction choices, and the importance of capsid design.
Mar 19
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Solid BioSciences, Sarepta, and Regenxbio ($sldb, $srpt, $rgnx)
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February 2025
Blackstone: A Test in Generating Alpha at Scale $bx
Perpetual Capital, Private Credit, and the Power of a Brand Name
Feb 27
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Blackstone: A Test in Generating Alpha at Scale $bx
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January 2025
PacBio $pacb
Long-read vs Short-read, Cancer Testing, and Debt Paydown vs Innovation
Jan 23
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PacBio $pacb
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December 2024
Sarepta Therapeutics: From Exon-Skipping to Gene Therapy $srpt
Business model shifts, incentives to innovate, and a flywheel for rare diseases
Dec 12, 2024
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Sarepta Therapeutics: From Exon-Skipping to Gene Therapy $srpt
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October 2024
Sophia Genetics: The Benefits/Drawbacks of Sequencer Agnosticism $soph
Akre Capital, Illumina/Ultima/Element, and Data-Driven Healthcare.
Oct 30, 2024
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Sophia Genetics: The Benefits/Drawbacks of Sequencer Agnosticism $soph
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September 2024
Tempus AI: A (Tentative) Short Thesis $tem
Company name changes, reimbursement decisions, and clinical AI vs GitHub Copilot
Sep 25, 2024
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Tempus AI: A (Tentative) Short Thesis $tem
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August 2024
What do Moderna and Pod Shops Have in Common?
Fragmentation, Cancer Vaccines, and the Benefit of Developing Therapeutics In-House
Aug 29, 2024
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What do Moderna and Pod Shops Have in Common?
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Illumina and Cannibalizing Your Customers
Customer lock-in, the struggles of monopolies, and ASML.
Aug 15, 2024
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Illumina and Cannibalizing Your Customers
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