A look at what to expect when companies report first-quarter 2025 operating results beginning in late April and extending through May.

A refined lipid nanoparticle may deliver a base editing payload into liver cells more safely than its predecessor. But the biggest risk might be commercializing it.

This month I reveal my lessons from the last market bubble and correction, which influences my current strategy. I also beat you over the head as a reminder to avoid FOMO, remain disciplined, and keep your emotions separated from your money.

The two technology-enabled drug developers plan to merge under the Recursion name, stock ticker, and leadership. Things could get messy.

Like many AI-drug discovery platforms, Exscientia has demonstrated little real-world evidence supporting the expensive approach. That could change by the end of 2024.

The base editing pioneer paused development of cardiometabolic candidate VERVE-101 after reporting serious adverse events in a dose escalation study. The side effects were almost certainly related to the drug delivery tool and PCSK9 inhibition, not the base editor itself.

The Emirati Genome Program ended short of its revenue target, while U.S. curbs on NVIDIA chip exports have ensnarled Oxford Nanopore's flagship instruments. The business remains strong.

Selecta Biosciences, now Cartesian Therapeutics, is a completely different company with a messy share structure. We've decided to replace it with a larger, more investable biotech stock.

The synthetic biology CRO looks certain to boast at least $900 million in cash at the end of 2023. The path to profitability is a little foggier.

The immune tolerance pioneer hopes to transition from a drug developer into a lean, mean, royalty-paying machine. What happens until then?

The single-cell analysis and spatial biology leader had racked up an impressive string of legal wins protecting its patent estate. The latest decision has relatively little impact.

The company plans to focus on SEL-212, which it estimates could reach peak annual sales of over $700 million. It has paused most other development activity in the meantime.

The precommercial drug developer has finally deprioritized wholly-owned gene therapy programs. Unfortunately, so have several other drug developers throughout the global landscape.

Initial data from two late-stage studies suggest SEL-212 can be commercially competitive with Krystexxa and its combination formulation. That increases the value of the royalty stream for Selecta Biosciences – or a financing partner

The single-cell analysis pioneer ended a frustrating 2022 by launching a new instrument. Although the new Visium platform could re-accelerate growth in 2023, it might mask a bigger problem facing the business stemming from slowing consumables revenue growth.

Solt DB Invest initiates coverage of Centessa Pharmaceuticals, which is the 15th company to receive written coverage.

Solt DB Invest initiates coverage of Exscientia, which is the 14th company to receive written coverage.

A favorable study design suggests a positive outcome is likely for the upcoming phase 3 data readout for SEL-212 in early 2023. Here's what it needs to do to compete with Krystexxa.

Immune tolerance is quietly gaining traction in the global industry thanks to efforts from an emerging crop of private startups. The technology stack of Selecta Biosciences, anchored by ImmTOR-IL and Xork, is one of the best positioned.

Quick updates for Coherus BioSciences, Exact Sciences, Krystal Biotech, and Selecta Biosciences.

Oxford Nanopore is one of the few companies spreading a belief that the cost of biological experimentation should be dropping. It's one of the most important companies enabling the future of living tech.

Solt DB Invest initiates coverage of 10x Genomics, the 10th company in our coverage ecosystem. This article reviews the technology platform, upcoming product launch of Visium, and the valuation risk.

Our founder reduced the size of his positions in Certara and 10x Genomics to nearly double his position in AVITA Medical

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.