Nice quality write up… reminded me some of Matt Levine’s ability to make esoteric financial structures approachable. Made me want to cheer for biobridge.
Given your interest in Biotech, you might enjoy my recent piece on eXoZymes Inc. They’ve just commercially launched a cell-free enzyme biocatalysis platform that converts biofeedstocks into targeted chemical products.
Plus they just announced their first subsidary which synthesises N-trans-caffeoyltyramine (NCT) to treat MASLD/MASH. Very very interesting compound that has immense potential
Given your interest in Biotech, you might enjoy my recent biotech piece on eXoZymes Inc. They’ve just commercially launched a cell-free enzyme biocatalysis platform that converts biofeedstocks into targeted chemical products.
Plus they just announced their first subsidiary, which synthesises N-trans-caffeoyltyramine (NCT) to treat MASLD/MASH. Very very interesting compound that has immense potential
excellent review. topic, content and balance of detail/macro context. catchy reading w enough cookies to follow various rabbit holes… 🕳️
Wow... thank you! I'm glad you enjoyed it.
Great to have you back! Fantastic essay describing a complex company. Can’t wait to read what is next in your queue!
Thank you, I'm glad to be back!
Finally got around to reading this - the way you tell their story is so addicting
Super interesting. thanks for going so deep!
Thank you Colin!
Fantastic. Absolutely brilliant!
Thank you Raul!
Awesome! Been waiting for this one, cool to see the corporate rearrangement to make the IPO possible
Thanks Alex! Definitely an interesting piece—worth checking out Roivant's approach to this too.
Nice quality write up… reminded me some of Matt Levine’s ability to make esoteric financial structures approachable. Made me want to cheer for biobridge.
Wow, thanks Abe! Glad it was approachable.
Congrats Elliot! Exciting news, can't wait to hear what you're upto. (And very excited to have CoB back in my routine)
Thanks Tim, I'm glad to be back!
Great piece, Elliot!
Hey Elliot!
Given your interest in Biotech, you might enjoy my recent piece on eXoZymes Inc. They’ve just commercially launched a cell-free enzyme biocatalysis platform that converts biofeedstocks into targeted chemical products.
Plus they just announced their first subsidary which synthesises N-trans-caffeoyltyramine (NCT) to treat MASLD/MASH. Very very interesting compound that has immense potential
https://www.slack-capital.com/p/exozymes-research-report
Hey mate!
Given your interest in Biotech, you might enjoy my recent biotech piece on eXoZymes Inc. They’ve just commercially launched a cell-free enzyme biocatalysis platform that converts biofeedstocks into targeted chemical products.
Plus they just announced their first subsidiary, which synthesises N-trans-caffeoyltyramine (NCT) to treat MASLD/MASH. Very very interesting compound that has immense potential
https://www.slack-capital.com/p/exozymes-research-report