Back of the Napkin Bios
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uniQure is a Railroad
The 2012 Vintage
Jun 10
•
Back of the Napkin Bios
18
Buying the Treasury for Free: A Quick Take on Lakefront Biotherapeutics
Cash-First, Questions Later
Jun 9
•
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6
Early Innings of the Big One
Building the Bubble Basket
Jun 3
•
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3
1
The Guidance Arrived
Low Volume and Equity Mispricing
Jun 3
•
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16
2
1
Lilly's Quiet 4.9%
The Boring Molecule Lilly Is Watching
Jun 1
•
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4
May 2026
The Final Instalment: Three More Names for the Bubble Basket
The Big Kahuna Revealed
May 24
•
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14
1
2
10x Genomics (TXG): The Substrate for AI-Driven Biology
Spatial Biology is Back
May 22
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7
2
Biohaven: The Math on a Multi-Shot Platform at $9
If We Only Knew
May 21
•
Back of the Napkin Bios
5
Personalis Part II: Per-Test Economics, Volume Scenarios, and a Risk-Adjusted Price Target
Since We're Here, We Might As Well
May 19
•
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7
3
1
Caribou Biosciences: The Off-The-Shelf Revolution
The Original is now a Bubble Proxy
May 12
•
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5
2
Prime Medicine: The Word Processor
Discovery Not Recovery
May 10
•
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3
1
TAM Got Larger
Reason to Recalibrate
May 5
•
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1
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