Kaleidoscope, a biotech R&D company, publishes essays on the economics and operations of drug development, covering talent motivation, the shift of early trials to China, and inefficiencies in lab operations. Readers get founder-level perspective on the business and strategy of biopharma, with a focus on where AI can practically help.
Website: https://blog.kaleidoscope.bio/
BioCompounding is an investment-research newsletter covering biotech, medtech and pharma companies and sector economics, such as generics versus biosimilars and company deep-dives on earnings and business models. Readers get explanations of industry mechanics and equity analysis of specific firms like Intuitive Surgical and Edwards Lifesciences.
A physician-investor's blog covering biotech drug pipelines, notably KRAS inhibitors and anti-IgE antibodies, plus commentary on AI and cancer claims. Posts combine computational modelling, trial data analysis and explicit financial disclosures, with a focus on pancreatic cancer and allergy science.
Future Insider is a Substack newsletter examining the economics and science of AI and emerging technology, including AI infrastructure investing, IPO risk, and AI in drug trials. Readers get analytical essays on which AI-driven businesses and tools may succeed and what the market is pricing in.
A personal newsletter by ShaoChi Cheng, a former national-institute researcher turned industry business development consultant, on bridging science and business: licensing, CDMO manufacturing, and strategy. Issues mix candid anecdotes about past mistakes with practical explanations of why lab-to-market transitions take longer than researchers expect.
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