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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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July 2024
Dyno Therapeutics - AAV Vectors for Gene Therapy
Thanks to all who are reading this week - disagreements and corrections are welcome.
Jul 30, 2024
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Dyno Therapeutics - AAV Vectors for Gene Therapy
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June 2024
Ginkgo Earnings: Why Biotech Platforms are Hard $DNA
Thanks to all who are reading this week - criticism is welcome.
Jun 27, 2024
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Ginkgo Earnings: Why Biotech Platforms are Hard $DNA
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Twist Bioscience - More than Synthetic Biology $twst
Thanks to all who are reading this week - criticism is welcome.
Jun 5, 2024
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Twist Bioscience - More than Synthetic Biology $twst
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April 2024
Ginkgo Bioworks $dna: AWS for Synthetic Biology?
Thanks to all who are reading this week - criticism is welcome.
Apr 24, 2024
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Ginkgo Bioworks $dna: AWS for Synthetic Biology?
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Ibotta: Cash-Back Coupons Reincarnate $ibta
Thanks to all who are reading this week - criticism is welcome.
Apr 3, 2024
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Ibotta: Cash-Back Coupons Reincarnate $ibta
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March 2024
Interactive Brokers $IBKR - Can a Tech-First Brokerage Move Upmarket?
Thanks to all who are reading this week - criticism is welcome.
Mar 13, 2024
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Interactive Brokers $IBKR - Can a Tech-First Brokerage Move Upmarket?
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