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Thesis: Sequencing War
The reports of the death of sequencing is greatly exaggerated
Sep 8
•
Andrew
1
1
July 2025
Thesis: Biosecurity. Well, the lack thereof.
Hunting for the next-generation biosecurity unicorn in the fertile ground of biology.
Jul 18
•
Andrew
2
Thesis: Anatomy of a Biotech Bear
A call to limit our negativism in biotech
Jul 4
•
Andrew
2
June 2025
Thesis: Optionality in Biotech is Undervalued
A thesis on learning how to dance on the grave of biotech
Jun 20
•
Andrew
1
Thesis: Biotech is the business of capital efficiency
A thesis on the system of toll bridges in biotech
Jun 13
•
Andrew
3
Thesis: Special Opportunities in Biotech Markets
A thesis on investing in a market of poor incentives
Jun 6
•
Andrew
3
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