Back of the Napkin Bios

Back of the Napkin Bios

Why Wait?

Unlocking The Next Market

Back of the Napkin Bios's avatar
Back of the Napkin Bios
Aug 14, 2026
∙ Paid

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?

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Back of the Napkin Bios · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture