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The Biotech Capital Compass

The Biotech Capital Compass

Biotechnology & ‘Fog of Valuation’ savant

Platform
Substack
PricingFreemiumPublishesDaily
Issues170SubscribersRead hartajsingh1.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Video Recap: Why Medical Conference Season Matters for Biotech Investors

Medical conferences are not just scientific gatherings. In biotech, they often become the calendar around which investor attention, clinical data, and company narratives begin to cluster. This free Video Recap revisits our March 2025 Biotec...

7 days ago
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The Deal Window: Before the Deal Becomes Obvious

Three private biotech companies, three different ways to reframe risk before broader institutional capital arrives.

8 days ago
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Video Companion: Vertex, CRISPR, and The Cost of Survival

This free Video Companion brings together three recent paid Biotech Capital Compass notes: Vertex Pharmaceuticals Part 2, The Cost of Survival Part 2, and CRISPR Therapeutics Part 1.

11 days ago
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CRISPR Therapeutics: From First Approval to a Broader Investment Debate

Part 1 of the CRISPR Series: How Casgevy, Vertex, and platform validation are reshaping the investment case.

13 days ago
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Authors

The writers behind this newsletter.

  • The Biotech Capital Compass

    Biotech Capital Compass breaks down complex biotech stories into valuation, risk, and narrative frameworks investors can use. Written by Hartaj Singh, a biotech analyst focused on translating innovation into investment reality.

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