Two Natural Cap is a research newsletter that analyses drug development and biotech markets, with recent issues covering gene editing, molecular glue degraders, and PROTAC-style protein degraders. Each issue combines mechanistic explanation with commercial context such as clinical data, competitive landscapes and big pharma deal activity.
Website: https://www.twonaturalcap.com
Nava Whiteford's ASeq is a technically informed newsletter covering DNA and protein sequencing, diagnostics, life-science tools and biotech strategy. Issues dissect specific companies and their patents or publications, offering a skeptical, expert view of what is known and unresolved.
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.
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