Epoch 6: The Future of Medicine is NOT Being Rewarded by Wall Street

DNA, RNA, Protein Targeted Therapeutics Define the Future

Welcome to the 40 NEW Biotech Innovators who have joined us this month! If you haven’t subscribed, join the 1076 researchers, investors, operators, academics, clinicians and entrepreneurs by subscribing here:

Hello Avatar! Welcome back for another week of biotech analysis. This is the FIRST week we have moved our Sunday update under the paywall - WELCOME and BIG THANK YOU to those that have joined.  The Thursday market update will continue to remain free - although we may lighten it up a bit. The more forward looking content, the insider insights, and market data you need to really assess what is happening in the world of biotech will shift to Sundays.  This week we are going to discuss the future of medicine.  To-date traditional small molecules and antibodies have been the predominant modalities used to develop therapeutics.  Moving toward the future, a world with potential for cures will of course see the maturation of DNA based medicines (gene editing), RNA based medicines (mRNA/LNP beyond liver) and nextgen small molecule approaches at the protein level (targeted protein degradation TPD).  In addition to going into detail on each of these platforms, we will also discuss the challenge of valuing these platforms in today’s world where revenues are of most importance.

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As a reminder, the purpose of the BowTiedBiotech substack is two-fold. Primarily, we aim to provide our scientist audience the tools to build a biotech company and ultimately translate their ideas into medicines for patients.  Secondarily, biotech investors may find this substack useful as we will be providing weekly market updates of the public AND private markets as well as heavily leveraging current financing events as teaching examples.

Go forward we will be making announcements regarding significant public biotech trading opportunities via substack ALERT special posts.  This will focus primarily on the major market moving biotech events and will likely be centered around data readouts from the major scientific conferences.  We will not offer trading advice (and we do not hold any publicly traded biotech equity), but rather flag emerging events that will likely drive stock prices +/-100% in either direction.  Be sure to SUBSCRIBE to not miss.

Enough shilling for the day, lots to cover this week, let's get started!