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Artwork for Base by Base

Base by Base

Edward Larkin

Notes on healthcare investing

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues20SubscribersRead perpetualpolymerase.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Onc/acc: The revolutionary potential of ctDNA in oncology

PSA - If you’re a bioinformatician, translational scientist, or engineer with an interest in frontier diagnostics and genomics, drop me a line.

5 months ago
15
2

Base by Base Biweekly: June 1, 2025

First, perspectives on notable healthcare and life sciences news stories. Then, the usual biweekly market, multiples, and stock performance updates.

6 months ago
5
0

Slow Burn: On Value Creation Velocity in Healthcare vs. Tech

Why is there so much more value creation in tech compared to healthcare & life sciences, and why does it happen so much faster?

6 months ago
7
1

Kinking Upwards: The Bull Case on Hinge

Hinge marks the first health tech IPO I’ve been excited about in quite a while. I discussed the product experience in a previous post, but the financials also make it easy to be constructive about the business: in the most recent quarter, H...

6 months ago
2
2

Authors

The writers behind this newsletter.

  • Edward Larkin

    Healthcare & life sciences investor (public & private)

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