What we're researching @compoundvc | DM @mhdempsey @shelbynewsad @0xsmac @mackenziejem to discuss
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Our public theses
Enter the Compound Thesis Database
An experiment with a few of our working theses that we've pulled from our internal database & made public.
It's rough, but we hope it allows founders, operators, & investors to better connect with us & help us learn.
compound.vc/thesis
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Compound Researcher retweeted
Fantastic Research Day on sleep. Special thanks to all speakers!!
Couple interesting insights:
- ARPAH is funding the collection of a gigantic dataset on 100M EHR records to disentangle sleep's pathology. This will be massively helpful for tx translation efforts
- With tx routes we like targeting AD/PD via SWS + glymphatic clearance a core issue pharma wants to see for trials is subtyping/patient selection
- Habituation/homeostatic adjustment would also be a concern for even the best tx ideas
To stay informed about these research days we host (like Shelby's next week on data), sign up here:
compound-newsletter.vercel.a…
We just confirmed two new speakers!
Stanford researcher on her mechanistic work on brain circuits that drive sleep regulation
And UCSF epidemiologist on her evidence for the link between sleep & AD/PD
You won't find more wisdom about sleep in one room
luma.com/249fnmh6
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Compound Researcher retweeted
New Post: Disentangling Depression
All top drugs for MDD launched 25-65yrs ago
Yet MDD is the 2nd largest contributor to years lived with disability
And we still diagnose MDD based on subjective self-reported symptom checklists
We break down the future for precision psychiatry
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Compound Researcher retweeted
We're hosting a Research Day on Ozempic for Sleep!
Last year we published in-depth research on sleep frontiers
We're now bringing together the world's top researchers and entrepreneurs pushing the bounds of both basic science and translation
RSVP here: luma.com/249fnmh6
New post: Ozempic for Sleep
<0.5% of biopharma R&D is for sleep, only going to narcolepsy, insomnia + OSA
But all neurological conditions are sleep disorders. AD, PD, depression, etc
And sleep is on of the only truly population-scale GLP-like opportunities
We detail the research
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Compound Researcher retweeted
New Post: What Comes After HBM?
It might be crazy to start a new memory company at outrageous highs... but maybe it's just crazy enough
We profile speculative technologies that could lead to:
1) Faster than HBM Access Speeds
or
2) HBM-like Bandwidth with NAND-Like Density
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Compound Researcher retweeted
(New Essay) The Forest is Always Dark
On love, investing, and what we need to know about the future.
tinyurl.com/theforestisalway…
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NEW POST (A Trillion Times Larger)
some thoughts on public markets, valuation heuristics and why there's constant tension
also:
> photographic plates
> the implicit assumptions forward multiples carry
> what history can teach us
> ok now what?
link to full piece below
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