A single-author biotech investment newsletter presenting a few high-conviction long ideas with short, opinionated theses and price targets. Readers get specific catalysts, valuation views and market-timing commentary, though the excerpts are brief and heavily promotional.
Website: https://www.botn.bio
Long-form explainers on early-stage biotech aimed at investors, currently a series on cell therapy (CAR-T) for autoimmune disease. It lays out mental models for interpreting trial data, target choice and market viability, with clear disclaimers.
A physician-author's blog analysing biotech and oncology developments, including clinical trial data, drug mechanisms and the implications of AI for medicine. Posts include conflict-of-interest disclosures and give detailed scientific commentary on specific companies and drugs.
Long-form essays on biology, drug discovery and machine learning, currently a three-part series on whether organoids have delivered on their promise. The author, who works on health data philanthropy, offers skeptical, opinionated analysis of the scientific literature with occasional life and job updates.
Long-form essays on biotech and drug development, covering topics like US-China biotech competition, pharma capital allocation and the economics of drug revenue. Readers get data-backed analysis written with humor and a clear point of view.
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