Two Natural Cap

Molecular Glue Degraders: Moving from Serendipity to Rational Design

Degrons, Triana Biomedicines, Monte Rosa Therapeutics

Sep 3 • Two Natural Capital

2

August 2026

PMV Pharma: Making p53 Druggable? $pmvp

p53 vs RAS, Corcept Therapeutics, Ovarian Cancer

Aug 20 • Two Natural Capital

2

July 2026

Brain-penetrant PROTACs: Arvinas & Nurix Therapeutics $arvn, $nrix

Neurodegenerative diseases, Catalytic MoAs, Efflux Proteins

Jul 9 • Two Natural Capital

3

June 2026

PROTACs: Protein Degradation for 'Undruggable' Targets

bRo5 molecules, Arvinas/Kymera, Further PK/PD Decoupling

Jun 9 • Two Natural Capital

2

May 2026

Chemoproteomics: Scorpion/Antares, Vividion Tx, Frontier Medicines

Or, covalent inhibitors pt 2.

May 14 • Two Natural Capital

2

April 2026

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

March 2026

Revolution Medicines: The Transition from RAS(OFF) to RAS(ON) $rvmd

Molecular glues, off-target effects, covalent bonds

Mar 19 • Two Natural Capital

3

February 2026

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

January 2026

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

Protein-Protein Interactions, Peptides vs Antibodies, Pluvicto.

Jan 22 • Two Natural Capital

1

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