Our thesis
Draft. The thesis: obesity + metabolic disease is a multi-decade re-platforming of healthcare; gene editing has moved from "will it work" to "what will it cost"; AI-bio platforms are now within striking distance of meaningful clinical impact.
Sub-themes we track
GLP-1 / obesity
Lilly + Novo durability, oral GLP-1 next leg.
Gene editing
Vertex/CRISPR, Casgevy commercial ramp, next-gen editors.
AI drug discovery
Recursion, Schrödinger, AlphaFold-derived platforms.
mRNA platform
Beyond COVID — oncology, rare disease, immunology.
Indicators we monitor
- •Prescription volume + payer coverage (GLP-1)
- •Clinical readout calendar
- •FDA approval pace by modality
- •M&A premiums in mid-cap biotech
In coverage
View all →Recent trail signals
See trail →No smart-money signals yet. Trigger ingestion via
/admin/run-13f.