The hottest Biotech Substack posts right now

And their main takeaways
Category
Top Business Topics
Faster, Please! 822 implied HN points 18 Jan 25
  1. New obesity drugs are being developed that can help people lose a lot of weight quickly. These breakthroughs could make treatments more accessible and affordable for many people.
  2. Companies are working on exciting projects like reviving extinct species and creating new ways to explore the moon. These innovations could greatly impact conservation and space travel.
  3. There are serious challenges ahead, like rising dementia cases and declining birth rates, which could hurt the economy. Without action, these issues could have major effects on future generations.
Richard Hanania's Newsletter 2682 implied HN points 20 Dec 24
  1. Bioaccelerationism focuses on advancing biotechnology that improves reproduction, making it easier for couples to have children. New methods are coming out that can help reduce the stress and difficulty associated with traditional fertility treatments like IVF.
  2. Unlike some technologies that can quickly change the world, biotechnology develops slowly, giving society time to understand its effects. This means we can monitor and ensure safety as new methods emerge over time.
  3. The goals of biotech often align with the needs of parents and society. Developing health, intelligence, and beauty can benefit everyone, and the risks are generally limited to individuals or families rather than posing a threat to society as a whole.
Reboot 19 implied HN points 09 Feb 25
  1. Tracking biological data can reveal personal insights, but it can't capture everything about our experiences. Each person's journey with their body is unique and complex.
  2. There are concerns over biotechnology companies misusing genetic data, as shown by incidents like 23andMe's data breach. It's important to think carefully about who we trust with our personal information.
  3. We have more control over our bodily experiences than we might think. Listening to our bodies and prioritizing our personal stories can lead to a deeper understanding of ourselves.
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.
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ASeq Newsletter 21 implied HN points 04 Feb 25
  1. A lawsuit is happening involving Genapsys, and it claims the company engaged in serious fraud. This includes manipulating scientific data and misleading investors about its technology and financial health.
  2. The lawsuit highlights issues within the biotech industry, where some companies might exaggerate their capabilities or results. This has made investors more cautious and skeptical of bold claims.
  3. Internal documents suggest the CEO directed employees to present false information during due diligence. This raises questions about trust and honesty in biotech business practices.
ASeq Newsletter 43 implied HN points 21 Jan 25
  1. The Roche Nanopore sequencer has impressive features like an 8 million sensor array and can process data really fast, but its chemistry isn't great.
  2. It has better density and throughput than some models but still needs improvements to stand out against competitors, especially Oxford Nanopore.
  3. Upcoming webinars will share more details, so it could be worthwhile to check them out if you're interested in this technology.
ASeq Newsletter 21 implied HN points 28 Jan 25
  1. Roche's upcoming announcement could greatly change the DNA sequencing industry by introducing low-cost, high-output nanopore sequencing technology.
  2. Even if the quality of Roche's sequencing isn't the best now, the high throughput they promise means they could outpace current methods and become competitive.
  3. Current sequencing companies need to rethink their strategies quickly to stay relevant or they might risk being outmatched and going extinct in this evolving market.
Ulysses 619 implied HN points 11 Feb 24
  1. The relationship between return-seeking capital and new technology development creates cycles that go from early adoption to commodity status, setting the stage for the next wave of technological innovation.
  2. Software in the SaaS sector is moving towards commodification, freeing up resources for progressing technologies like artificial intelligence, robotics, biotech, and space innovations.
  3. Advancements in robotics, biotech, accelerated design and manufacturing, and space technology are being driven by the commodification of software intelligence, leading to a new Golden Age of innovation in various industries.
Space Ambition 799 implied HN points 05 Jan 24
  1. Beyond Earth Technologies is looking for innovative projects that can help with living on other planets and also have real opportunities for business now.
  2. If you're a scientist or inventor working on things like energy, robots, or habitats, you can apply to join their program by January 31st.
  3. You can share this opportunity with friends who have great ideas, and it only takes a few minutes to apply.
Rory’s Always On Newsletter 535 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.
The Century of Biology 354 implied HN points 20 Oct 24
  1. Nimbus Therapeutics uses a unique hub-and-spoke model to develop drugs. This lets them separate the main company from individual drug projects, so they can sell successful drugs while keeping the main business intact.
  2. The company focuses on computational drug discovery to make the process faster and cheaper. By using advanced technology, they can predict which drugs might succeed before doing expensive experiments.
  3. Nimbus has successfully sold several drug assets, demonstrating the effectiveness of their model. They show that a biotech can grow and make money while being flexible and innovative.
ASeq Newsletter 36 implied HN points 17 Dec 24
  1. Illumina remains a leader in the market, even with rising competition. They have strong inventions that could help them grow even more.
  2. The MiSeq i100 product has had mixed reviews, but it shows promise for improving clinical applications by integrating more processes.
  3. The author has published nearly 200 articles this year, and while they appreciate their subscribers, they still seek more financial support to continue their work.
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.
ASeq Newsletter 7 implied HN points 20 Jan 25
  1. Plasmidsaurus aims to be the go-to for DNA sequencing services by 2025, offering faster and higher-quality results. They want biotech companies to rely on them instead of in-house services.
  2. The company originated from a merger of two firms, SNPsaurus and Primordium Labs, both focused on plasmid sequencing. They started with competitive pricing and innovative approaches to attract customers.
  3. Plasmidsaurus is reportedly generating significant revenue, with claims of over $40 million annually from their sequencing services, which includes a contract with Oxford Nanopore.
ASeq Newsletter 14 implied HN points 01 Jan 25
  1. The CBot is an important part of DNA sequencing, especially for older instruments like the HiSeq. It takes in samples and helps generate clusters, which are crucial for accurate DNA analysis.
  2. Even though the HiSeq was discontinued, the technology in the CBot goes back many years, showing that some designs can last a long time in the field.
  3. The CBot uses a unique fluidic system with a disposable manifold instead of a vacuum chuck, which makes it easier to handle but raises questions about why such a feature was needed.
ASeq Newsletter 29 implied HN points 02 Nov 24
  1. A new mailing list called Biofound has been started to connect biotech founders and people who want to help. It's a place for them to meet each other and collaborate.
  2. People can post about their startups if they're looking for co-founders, advisors, or technical help. You can even do this anonymously if you prefer.
  3. Unlike a previous list focused on funding, Biofound aims to facilitate general connections, helping people network beyond just seeking investment.
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.
TheSequence 77 implied HN points 24 Oct 24
  1. DeepMind has developed a new AI model called AlphaProteo, which focuses on designing proteins that can interact with specific targets. This is important for advancing drug development.
  2. Proteins are crucial for many biological processes and their interactions can be manipulated for various applications, such as treating diseases or improving diagnostics.
  3. With AlphaProteo, scientists can create protein binders that may help block harmful interactions in the body, leading to better therapies and health outcomes.
LatchBio 11 implied HN points 12 Dec 24
  1. Single cell sequencing helps scientists understand individual cells better. This technique is key for studying diseases and biological processes.
  2. Bench scientists need simple tools to analyze single cell data without needing extensive computational skills. This will help them work more independently and quickly.
  3. Providing scientists with easy access to their data will lead to new questions and insights in research. This can improve drug development and other important biological discoveries.
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
ASeq Newsletter 7 implied HN points 20 Nov 24
  1. Investors are likely to prefer the MiSeq i100 due to higher profit margins compared to the PacBio Vega.
  2. Illumina is known for its strong consumables margins, which adds to its attractiveness for investors.
  3. Discussion forums like Discord can be helpful for staying updated and sharing insights about biotech and sequencing technology.
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.
LatchBio 6 implied HN points 08 Nov 24
  1. Biologists need better tools to work with their data, focusing on integration, transparency, and collaboration. Old software often doesn't meet these needs.
  2. Latch Plots is a new software that allows scientists to easily bring in data from various sources and customize their analyses without coding skills. It makes working with data more efficient and user-friendly.
  3. This software also supports developers by allowing them flexibility in coding while enabling scientists to create standardized templates, making teamwork and data visualization much smoother.
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.
Reactionary Feminist 3 implied HN points 25 Oct 24
  1. Replacism is an ideology that looks beyond just changes in demographics. It also connects to broader ideas like transhumanism and biotechnology.
  2. Renaud Camus has a significant viewpoint on the concept of replacism, suggesting it impacts our understanding of identity and existence.
  3. The discussion around replacism invites people to think about how technology and society might change our bodies and identities in the future.
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.