Back of the Napkin Bios
Latest Issues
CRISPR Therapeutics: Narrative Shift
Emerging Franchise
This will be a “best ideas only” bio substack providing actionable, highly digestible and high conviction value to investors focused on quality not quantity. Disclaimer: Nothing in this article (or substack) is considere...
ACOG: A Toll Road Into Alzheimer’s Long-Term Care
Modest Yet Durable
This will be a “best ideas only” bio substack providing actionable, highly digestible and high conviction value to investors focused on quality not quantity. Disclaimer: Nothing in this article (or substack) is considere...
Why Wait?
Unlocking The Next Market
This will be a “best ideas only” bio Substack providing actionable, highly digestible and high conviction value to investors focused on quality not quantity. Disclaimer: Nothing in this article (or Substack) is co...
The Catch Up
The Trade That Matters
CLPT: Very Strong Buy Here — Quick Note
Balloon Under Water
This will be a "best ideas only" bio Substack providing actionable, highly digestible and high conviction value to investors focused on quality not quantity. Disclaimer: Nothing in this article (or Substack) is consider...
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Authors
The writers behind this newsletter.
Timestamped high-conviction biotech & life science longs. Simple enough for a napkin.
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