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The 2026 Genomics Stack: Follow the DNA
Why Understanding the Architecture Matters
Mar 14
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The Prasad Shield Is Gone and Makary Is Next in the Crosshairs
Gone in 60 Seconds
Mar 10
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16
2
The Poster Child of Prasad's War on Rare Disease
Atara Biotherapeutics: What Happens When the Enemy of Rare Disease Walks Out the Door
Mar 10
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8
2
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CLPT: The Pendulum Swung Too Far
A Mere Pit Stop
Mar 8
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The View From the Trenches
The Cost of Conviction
Mar 6
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STVN: The Compounder Quietly Doing What Compounders Do
The Headline Numbers are Good but the Subtext is Better
Mar 4
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10
3
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"The Setback Isn't What You Think It Is"
Unsolicited Outreach from Several Regulators and an AA Path from Type B
Mar 2
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February 2026
Huntington’s Disease: A Primer
Why a 150-Year Death Sentence May Finally Have an Answer
Feb 24
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The Day the FDA Answered Its Own Question
And Why the Market Hasn’t Priced This
Feb 23
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5
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The Compounder Sleeve: Why RGEN, STVN, and WST Beat DHR and TMO from Here
A Portfolio Process Framework for Compounding
Feb 20
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9
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GH Research (GHRS): The Psychedelic Sleeper Wakes
Cheaper, Faster, and Cleaner
Feb 20
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5
"Chart of the Week" - Repligen (RGEN)
No Pain No Gain
Feb 16
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