The hottest Biotech Substack posts right now

And their main takeaways
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Top Business Topics

Biotech Week in Review | 02-17-2023

Engineering the Future • 39 implied HN points • 17 Feb 23
🔬 Science Biotech
  1. Decreased cost of R&D in biotech may lead to more academics starting startups.
  2. Biotech is transitioning from analog to digital with the help of AI and computation.
  3. New infrastructure and technologies are lowering the cost of starting and running biotech companies.

Cryoport

axialdaily • 39 implied HN points • 11 Apr 23
💼 Business Biotech
  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.

The Roche Nanopore Sequencer

ASeq Newsletter • 43 implied HN points • 21 Jan 25
🕹 Technology Biotech
  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.

Oxford Nanopore H1 2025

ASeq Newsletter • 14 implied HN points • 24 Jul 25
🕹 Technology Biotech
  1. Oxford Nanopore saw a 59% increase in their PromethION product sales, which is quite surprising given there weren't any major product changes or market shifts. It shows their products are gaining popularity.
  2. The company is improving its cash flow by changing its pricing model and customers are buying more expensive products. This helps them manage money better.
  3. They raised prices on flow cells by 10 to 20%, which could be a key factor in their improved financial performance. Higher prices often mean more revenue for the company.
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CG Capital Markets Says Buy Oxford Nanopore

ASeq Newsletter • 14 implied HN points • 09 Jul 25
💰 Finance Biotech
  1. Canaccord Genuity recommends buying shares of Oxford Nanopore with a target price of 180 pence. They think the company has potential, but their analysis might not be fully accurate.
  2. The report mentions improvements in the device's output, specifically increasing throughput to 290 gigabases. However, some argue that this figure is just the maximum and not always achievable.
  3. There are concerns that the analysis lacks critical depth and may take company statements at face value without questioning them. Some models are suggested to be more attractive than Oxford's claims.

Year In Review - Illumina

ASeq Newsletter • 36 implied HN points • 17 Dec 24
🕹 Technology Biotech
  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.

Oxford Nanopore Customer Growth?

ASeq Newsletter • 14 implied HN points • 20 Jun 25
🕹 Technology Biotech
  1. Oxford Nanopore has stopped sharing details about its customer base, which raises concerns about growth. It's unclear how many customers they really have now.
  2. The MinION, which has a lot of users, isn't very profitable for Oxford, so its slowing growth might not be a big issue.
  3. Research funding seems to be declining overall, which could affect Oxford and other companies in the field, especially for their larger customers.

Weekly Dose of Optimism #81

Not Boring by Packy McCormick • 84 implied HN points • 16 Feb 24
🕹 Technology Biotech
  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

Biotech Basics: Charts

Boutique Biotech • 19 implied HN points • 30 Aug 23
🔬 Science Biotech
  1. Educational content for understanding biotech investing through charts.
  2. Biotechs often use various types of graphs to represent data outcomes.
  3. Knowing and understanding important plots in biotech can be crucial when interpreting data.

Oxford Nanopore

axialdaily • 19 implied HN points • 17 Mar 23
🕹 Technology Biotech
  1. Oxford Nanopore sequences DNA with a nanopore technology.
  2. ONT has made advancements in base-calling and chemistry for improved accuracy.
  3. The company has created a new genomics category and is exploring various applications beyond COVID surveillance.

Digest 5/26/23

axialdaily • 19 implied HN points • 26 May 23
💼 Business Biotech
  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.

Digest 6/20/23

axialdaily • 19 implied HN points • 19 Jun 23
💼 Business Biotech
  1. Axial partners with inventors in life sciences for early-stage investments
  2. Octave Bioscience focuses on MS care management with a blood test
  3. Immunology discoveries rely heavily on experimental research

Structure Therapeutics in the spotlight

Boutique Biotech • 19 implied HN points • 29 Sep 23
🔬 Science Biotech
  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.

Genapsys Lawsuit!

ASeq Newsletter • 21 implied HN points • 04 Feb 25
💼 Business Biotech
  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.

Analyzing Fastest Growing Companies Across Y Combinator's 2024 RFS - Ep 1

Golden Pineapple • 63 implied HN points • 22 Feb 24
🕹 Technology Biotech
  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.

How To Respond To Roche

ASeq Newsletter • 21 implied HN points • 28 Jan 25
🕹 Technology Biotech
  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.

Announcing Biofound - Connecting Biotech Founders

ASeq Newsletter • 29 implied HN points • 02 Nov 24
💼 Business Biotech
  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.

My Biological Archive

Reboot • 19 implied HN points • 09 Feb 25
🕹 Technology Biotech
  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.

Oxford Nanopore Hits ALL TIME Low!

ASeq Newsletter • 43 implied HN points • 10 Jan 24
💼 Business Biotech
  1. Oxford Nanopore's share price hits all-time low due to high executive compensation.
  2. CEO of Oxford Nanopore received millions in compensation, leading to scrutiny.
  3. Suggestions for Oxford Nanopore include withdrawing certain products and reevaluating business strategies.

PacBio Acquires Apton!

ASeq Newsletter • 58 implied HN points • 04 Aug 23
🕹 Technology Biotech
  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.

The CBot

ASeq Newsletter • 14 implied HN points • 01 Jan 25
🕹 Technology Biotech
  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.

Ask questions about your single cell data with natural language

LatchBio • 11 implied HN points • 12 Dec 24
🕹 Technology Biotech
  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.

Comments On "An Illumina Sequencer in 2000"

ASeq Newsletter • 21 implied HN points • 21 Feb 24
🕹 Technology Biotech
  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.

Profiles in Biotech (8/30/23)

Axial • 29 implied HN points • 30 Aug 23
🔬 Science Biotech
  1. Axial partners with founders of early-stage life sciences companies
  2. Synthekine develops engineered cytokine therapeutics for cancer treatment
  3. Model organism Botryllus schlosseri offers insights into neurodegeneration pathways

Plasmidsaurus

ASeq Newsletter • 7 implied HN points • 20 Jan 25
💼 Business Biotech
  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.

Digest 5/29/23

Axial • 29 implied HN points • 29 May 23
💼 Business Biotech
  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

MiSeq i100 Versus Vega Consumables Margins!

ASeq Newsletter • 7 implied HN points • 20 Nov 24
💼 Business Biotech
  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.

Singular Spatial Sequencing

ASeq Newsletter • 14 implied HN points • 06 Feb 24
🕹 Technology Biotech
  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.

A new visualization software for biotech

LatchBio • 6 implied HN points • 08 Nov 24
🕹 Technology Biotech
  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.