Library
Our Research Library
Our team publishes detailed research from deep technical research, key opinion leader interviews and market analysis to offer timely commentary on the biotechnology industry.
QuickDecks
Commentary around emerging biotechnology trends. Stay ahead with rapid analysis on what might be overlooked in the industry.
Thesis: Better Diagnostic Resolution
Wes and I would like to thank Dr. Oliver Bathe for contextualizing the clinical role of diagnostics and Zac Fernandes for the critical review of the work before publishing. A special thank you to members of the diagnostics community for the thoughtful discussions.
Thesis: Sequencing War
Great appreciation to the founders in the sequencing space for speaking with me as part of this research. Special thanks to Shoumik Dabir, Wesley Keelan, and Akira Dunham for their comments/feedback/assistance.
Thesis: Biosecurity. Well, the lack thereof.
This piece was guided by the great work done by Andrew Hessel, Mackenzie Morehead, and James Lin. Read Andrew’s call to action to build the next Anduril for biosecurity here. Mackenzie has written great pieces on investing in biosecurity (part 1, part 2
Thesis: Anatomy of a Biotech Bear
This piece was guided by Howard Marks memos, “The Limits to Negativism”, “Bubble.com”, and “Taking the Temperature”; Bruce Booth blog posts, “Biotech Venture Creation”, “Biotech Risk Cycles”. Special thanks to Wesley Keelan on helping guide macro analyses.
Thesis: Optionality in Biotech is Undervalued
This piece was guided by “A Framework for Understanding Optionality” from Shawspring Partners. Special thanks to Wesley Keelan and Shoumik Dabir for helping ideate as part of their “Liquid Venture for Public Markets strategy” and the Analogue Group for helping guide the piece with their framework on optionality.
Thesis: Biotech is the business of capital efficiency
A special thanks to the Analogue Group, Jolie Gan, Vishal Sethi, Viraj Chhajed, and Wesley Keelan for their thoughts during the drafting process.
Thesis: Special Opportunities in Biotech Markets
A special thanks to the Analogue Group, Jacob Goodwin, Vishal Sethi, Mack Healy, and Eli Casdin for their thoughts and feedback as part of the drafting process.
Detailed Research
Longer form research that offers detailed commentary around pertinent topics in the biotechnology industry.
Research: Data Problems
High expectations have been placed on bringing AI advances into the life sciences sector. It seems like a recent memory since blockbuster computational drug discovery IPOs like Recursion came to market, using AI to find new drugs. Things have changed a lot since then, with many companies drawing down 80-90%. In this research, we take a closer look at th…