Research Notes

I'm not confident the recent rally in the biotech sector can be trusted. I'm confident Twist Bioscience has significant valuation risk near current levels.

In relationships, it's important to keep the sex dirty and the fights clean. In DNA sequencing, it would be ideal to keep the samples dirty and the data clean. Oxford Nanopore and nanopore sequencing are the closest to this ideal technology.

Krystal Biotech will earn a priority review voucher (PRV) if Vyjuvek earns FDA approval, which seems very likely. The company can use it to accelerate regulatory review for a future asset, or sell it for over $100 million to another company to do the same.

This article explores how toripalimab (Tori) fits into the overall strategy and argues for investors to pay attention to a formidable growth engine.

Let's circle back around to the Relay Therapeutics pipeline update from June 27.

Some quick thoughts on an update from Relay Therapeutics about preliminary phase 1 clinical data for RLY-4008 (FGFR2).