Two Natural Cap

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

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