
Biotech intelligence for investors, founders, and operators who want clarity, conviction, and edge
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 37 | Founded | 5 years ago | Last Issue | 15 days ago |
| Active | |||||

This is either the most important company in the world right now. Or the most expensive science experiment in history.
Let’s figure out which.
While the entire AI industry spent 2025 arguing about which frontier model was six month...
There’s a funny thing happening in drug discovery right now.
For fifty years, the process has looked roughly the same. You start with a disease. You identify a target. You screen millions of molecules. You test a handful in animals. You pr...
There’s a funny thing that happens when a drug category gets too successful.
At first, everyone obsesses over the obvious thing. With obesity, the obvious thing was weight loss. How much can you lose? How fast? Can a new drug beat Wegovy o...
There’s a very specific moment when a category stops being interesting and starts becoming dangerous, and it has nothing to do with whether the science works.
That part, ironically, is often the easiest phase.
The real shift happens when...
Every once in a while, biotech stumbles into a market so large, so visible, and so obviously valuable that it stops behaving like a normal therapeutic category and starts behaving like a full-blown gold rush.
Obesity has become that market...
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The writers behind this newsletter.
I love looking for new hot trends in life sciences + other fields. I'll bring you ideas as they come up along with startups to watch + public investment ideas
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