The hottest Biotech Substack posts right now

And their main takeaways
Top Business Topics
2nd Smartest Guy in the World • 4658 implied HN points • 15 Jan 24
  1. Vivek Ramaswamy made millions from biotech companies that failed, leading to accusations of running a Ponzi Scheme.
  2. Ramaswamy has been critiquing corporations engaging in what he calls 'socially conscious investing' as a threat to America's well-being.
  3. Despite accusations and controversies, Ramaswamy's net worth has been estimated to be over $950 million, raising questions about his business practices.
Trevor Klee’s Newsletter • 373 implied HN points • 29 Feb 24
  1. Success in biotech often involves licensing and developing existing molecules, rather than creating completely new ones.
  2. To thrive in biotech, it's crucial to strategically select candidates and navigate clinical trials efficiently with the available resources.
  3. Viking Therapeutics' success was built on wisely choosing profitable indications, selecting the right molecules, and executing their development program effectively.
Rory’s Always On Newsletter • 530 implied HN points • 07 Feb 24
  1. AI and machine learning are revolutionizing drug discovery by speeding up the identification of potential treatments, leading to big rewards for those in the industry.
  2. Building a successful biotech company requires patience, determination, and significant funding, often with a focus on research and development before revenue generation.
  3. Investors in biotech companies must be prepared for a long journey of constant failures and successes, akin to the process of drug discovery, with potential acquisitions being key outcomes.
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Not Boring by Packy McCormick • 84 implied HN points • 16 Feb 24
  1. SpaceX launched a private lander, Odysseus, aiming for the moon on a pioneering mission, marking a significant step in private space exploration and NASA's Artemis program
  2. Researchers in South Korea developed a method to grow beef on rice grains, creating a rice-beef hybrid that can enhance the nutritional value of rice-based diets in many parts of Asia
  3. A breakthrough in quantum technology allows for room-temperature quantum optomechanics, opening doors for practical applications of quantum control and observation
Golden Pineapple • 63 implied HN points • 22 Feb 24
  1. Y Combinator invests in over 4,000 companies, targeting sectors that promise great returns and societal benefits.
  2. Top growing companies across sectors like Climate Tech, Space Tech, Enterprise AI, Cancer Cure, and Devtools show impressive year-over-year growth rates.
  3. Crustdata provides data on fast-growing private companies for investors and sales leaders, offering insights into various industry sectors.
The Century of Biology • 535 implied HN points • 17 Sep 23
  1. DNA sequencing technology has rapidly advanced, transforming biology into an information science.
  2. Illumina emerged as a dominant force in genomics by inventing a new measurement technology and establishing enduring differential returns over time.
  3. Illumina's strategic business properties like cornered resources, switching costs, network economies, scale economies, and branding have enabled its market dominance and recurring revenue from consumables.
ASeq Newsletter • 21 implied HN points • 21 Feb 24
  1. The acquisition of Solexa by Illumina involved strategic financial decisions and a combination of technology strengths to create a successful sequencing platform.
  2. There were missed opportunities and challenges due to financial constraints and differing viewpoints among key players in the sequencing technology industry.
  3. The early 2000s marked a period of significant innovation and the emergence of next-generation sequencing technologies, with various companies maneuvering to establish themselves in the market.
ASeq Newsletter • 14 implied HN points • 06 Feb 24
  1. Singular Genomics announced a new spatial instrument called G4X for spatial analysis via in situ sequencing using RNA templates.
  2. The G4X technology is similar to 10X Xenium but appears more limited in terms of addressable targets per cell compared to Xenium.
  3. There are concerns about potential patent issues with 10X's spatial patents and ReadCoor IP, raising commercial uncertainties despite the neat research and technology aspects.
ASeq Newsletter • 58 implied HN points • 04 Aug 23
  1. PacBio is acquiring Apton BioSystems for approximately $110M to enhance their sequencing technology.
  2. The acquisition of Apton seems strategic for PacBio to develop a competitive high-throughput sequencing instrument.
  3. PacBio's new instrument lineup includes a range of sequencers from mid-range short reads to high-throughput long reads.
Boutique Biotech • 19 implied HN points • 29 Sep 23
  1. Structure Therapeutics' GPCR showed significant weight reduction in overweight patients with their oral GLP-1 receptor agonist GSBR-1290.
  2. The once-a-day pill resulted in 4.8kg weight loss, approximately 5.4% at the highest dose after 28 days.
  3. The data from Structure Therapeutics' Phase 1b study is compared with other oral medications for obesity in the same field.
axialdaily • 39 implied HN points • 11 Apr 23
  1. Axial partners with great founders and inventors in early-stage life sciences companies.
  2. Cryoport is a leading biotech logistics company for cell therapies and more, with over $200M in annual sales.
  3. Cryoport's IntegriCell platform streamlines distribution with strategic locations across the US.
Axial • 29 implied HN points • 29 May 23
  1. Özlem Türeci is a founder involved in mRNA research for cancer therapy and disease prevention.
  2. Axial partners with and invests in early-stage life sciences companies to help rare inventors build enduring businesses.
  3. They are excited to connect with individuals in the life sciences field who have innovative ideas or companies.
Axial • 29 implied HN points • 29 May 23
  1. Axial invests in early-stage life sciences companies with great ideas
  2. Matchpoint Therapeutics focuses on developing new covalent inhibitors for immunology
  3. Founder Stories feature individuals like Özlem Türeci, highlighting the importance of balancing naivety and questioning in entrepreneurship
axialdaily • 19 implied HN points • 26 May 23
  1. Axial partners with inventors and founders in early-stage life sciences companies.
  2. Carbon Biosciences is focused on expanding the gene therapy toolbox, especially for cystic fibrosis.
  3. Scientist David Schaffer focuses on evolving next-gen AAV vectors for gene therapy.
Gradient Ascendant • 18 implied HN points • 01 Mar 23
  1. OpenAI is a major player in the AI industry, led by controversial figures like Elon Musk.
  2. Microsoft has made a comeback in the AI field through partnerships and investments, notably with OpenAI.
  3. An increasingly vibrant AI ecosystem is emerging with startups, enthusiasts, and established companies all contributing to the field.