Two Natural Capital

Writing about markets, which grab my attention despite my best efforts. Most recently focused on biotech/life sciences. DMs open for consulting inquiries

[Two Natural Capital @two_natural]

Did some work this week on chemoproteomics more specifically, which (hopefully) will give us a shot at drugging 'undruggable' oncogenes like c-Myc

https://t.co/ERl2AjPRNQ

[Two Natural Capital @two_natural]

Always a good day when a Journal of Medicinal Chemistry article is open access

[Two Natural Capital @two_natural]

Do companies targeting RAS now have to take undruggable out of their annual reports/off their websites?

[Two Natural Capital @two_natural]

On that note:

[Two Natural Capital @two_natural]

Fascinating interview - cool to hear from someone who clearly loves what they do. Didn't know 25% of Regeneron's pipeline is siRNAs!

https://t.co/8gX5dSsW4a

[Two Natural Capital @two_natural]

Importance of binding affinity differs when it comes to PROTACs! $kymr

[Two Natural Capital @two_natural]

Absolutely wild that Arvinas $arvn designed a PROTAC with a molecular weight of 803 Da that is CNS penetrant

[Two Natural Capital @two_natural]

What if we just don't really know much about chemistry

Very relevant for beyond rule of 5 molecules!

[Two Natural Capital @two_natural]

C4 Tx on the benefits of PROTACs over conventional small molecules

[Two Natural Capital @two_natural]

I like to think anyone who writes an S1 is trying to figure out how to insert a line that makes the business sound vaguely like Transdigm.

from Signify Health's S1 pre-CVS acquisition

[Two Natural Capital @two_natural]

Shout out Monte Rosa Tx for emphasizing AI before ChatGPT came out

From their June '21 S1-filing

$glue

[Two Natural Capital @two_natural]

The decoupling of PK from PD that occurs in next-gen small molecule approaches like covalent drugs/PROTACs is fascinating stuff $kymr

[Two Natural Capital @two_natural]

Only took 3.25 yrs to get to 350 subscribers ;)

https://t.co/ap7kNLlgY9

[Two Natural Capital @two_natural]

Anyone have strong opinions on which companies are doing the most interesting things around p53 targeting?

[Two Natural Capital @two_natural]

Nothing like thinking you have a good short idea then seeing short interest is 20% of float and days to cover is 14.....

[Two Natural Capital @two_natural]

Not much cooler than that!

[Two Natural Capital @two_natural]

Is there a reason for a chemoproteomics company to use disulfide tethering over activity-based protein profiling in certain situations?

[Two Natural Capital @two_natural]

Anyone have a strong view on X4 Pharma? $xfor

Particularly interested in the accuracy of their addressable patient population/G-CSF discontinuation rates for chronic neutropenia patients

[Two Natural Capital @two_natural]

If you'd bought $twlo when the company first announced a significant buyback program in early '23 you'd be up over 200%..........Bought back over $4 billion since then, with ~890mm left in the current authorization