Why Wait?
Unlocking The Next Market
This will be a “best ideas only” bio Substack providing actionable, highly digestible and high conviction value to investors focused on quality not quantity. Disclaimer: Nothing in this article (or Substack) is considered investment advice and is solely the opinion of the author.
A newly published paper in Movement Disorders, Early Longitudinal Brain Network Changes in Huntington’s Disease Before Clinical Motor Onset, raises a question that could eventually become one of the most important commercial questions surrounding Huntington’s disease therapeutics: if we can identify meaningful biological progression before conventional motor onset, why should a disease-modifying treatment necessarily wait until a patient is clinically symptomatic?

