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