Insights with SOIC
SOIC FinanceWeekly newsletter which contains our insights on Market direction, Sectoral insights, Insider buying, Businesses doing well, case studies, special situations, & much more!! We Publish this on every Sunday at 9am :)
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 151 | Founded | 5 years ago | Last Issue | 15 days ago |
| Active | |||||
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soic.substack.comLatest Issues
Primer on NBE & NCE’s
We will learn in this what a new chemical entity actually is, how a new biological entity differs, where ADCs, peptides, lipids and oligonucleotides sit between the two, and what the world’s most successful CRDMO teaches about riding a moda...
The Tungsten Saga
Let’s first start with understanding what is Tungsten?
Tungsten’s claim on the industrial economy rests on three physical extremes. It has the highest melting point of any metal, it is nearly as dense as gold, and when bonded with carbon...
THE PEPTIDE SUPERCYCLE
The Opportunity
WHAT ARE PEPTIDES?
It took decades for roughly 110–130 peptide drugs to reach FDA approval. Today, nearly 800 are already in development. That single comparison tells you everything about where this industry is heading.
A...
The CDMO Quarter
CDMO/CRDMO names have now reported for the June 2026 quarter, and the picture is a lot more interesting than a simple “sector is booming” headline. Most of the pack put up genuinely spectacular numbers, including profit growth of 65%, 108%,...
The Art of Mean Reversion
Today, I will be writing about a strategy that I have been practicing for a while to buy stocks. Before I go forward, there is something which I want to be very clear about. There are a number of ways to Nirvana when it comes to investing i...
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