biotech is pretty interesting read our research @ demandrew.com
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consumer biotech is one of the biggest growth catalysts for life sciences, some thoughts
demandrew.com/p/thesis-consu…
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consumer biotech is one of the biggest growth catalysts for life sciences, some thoughts
demandrew.com/p/thesis-consu…
6
3
29
4,156
special thanks to @jrkelly @EvanZhao6 @J_Sherz @HugoAmsellem @SofiasBio for the thoughts during the research process, opinions and mistakes are my own
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i have no horse in the chinese biotech debate but it is interesting that the respective indexes are moving in different directions
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to nobody's surprise,@chaidiscovery is a big TWST customer as training bio foundation models need training data
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some coverage on chai from @Contrary_Res research.contrary.com/compan…
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underrated point of the ajax story is that schrodinger owned a sizable equity stake - as with structure therapeutics (3.2B), Morphic (acquired 3.2B), among others...
If they were a VC fund they would be taking victory laps, unfortunately they're a SaaS business...
Eli Lilly continued its recent buying spree, agreeing to pay up to $2.3 billion for Ajax Therapeutics in a deal that bolsters the drugmaker’s blood-cancer portfolio. on.wsj.com/4vSypnF
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Testing a longer-form research format away from the usual slide decks on bio-data for model training. Putting some highlights in the thread.
demandrew.com/publish/post/1…
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8/ Scaling generative models drives the cost of hypothesis generation to zero. However, the key is still wet lab validation. The gap between hypothesis generation and wet lab validation creates "speculation debt" that still needs to be bridged
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