Sitemap - 2024 - Two Natural Cap
Sarepta Therapeutics: From Exon-Skipping to Gene Therapy $srpt
Sophia Genetics: The Benefits/Drawbacks of Sequencer Agnosticism $soph
Tempus AI: A (Tentative) Short Thesis $tem
What do Moderna and Pod Shops Have in Common?
Illumina and Cannibalizing Your Customers
Dyno Therapeutics - AAV Vectors for Gene Therapy
Ginkgo Earnings: Why Biotech Platforms are Hard $DNA
Twist Bioscience - More than Synthetic Biology $twst
Ginkgo Bioworks $dna: AWS for Synthetic Biology?
Ibotta: Cash-Back Coupons Reincarnate $ibta
Interactive Brokers $IBKR - Can a Tech-First Brokerage Move Upmarket?
Hipgnosis Songs Fund - Are Music Royalties Just a Low-Interest Rate Bet?
David Einhorn, Investment Flows, and Market Inefficiency
Veeva $VEEV: How Do Life Sciences Alter the Software Business?