What Spatial Transcriptomics Actually Means for Drug Targets
The technology resolves gene expression at subcellular resolution inside intact tissue. Here is what that actually changes for target identification — and where the hype still runs ahead of the data.
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Long-Read Sequencing Is Finally Moving Into the Clinic
Short-read sequencing dominated clinical genomics for fifteen years. The instrument economics and turnaround times for long-read are now changing that — faster than most people expected.
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AI-Driven Target ID: What's Real, What's Hype
Every drug discovery company claims an AI platform now. We looked at what the actual diligence questions should be — the ones that separate genuine computational biology from a slide deck dressed up as a moat.
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Why We're Still Bullish on Liquid Biopsy in 2026
The multi-cancer early detection space absorbed a lot of disappointment in 2024 and 2025. Our view on where the durable value sits — and why the reimbursement question is closer to resolution than the skeptics think.
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The Manufacturing Gap Holding Back iPSC Cell Therapy
iPSC biology has advanced. The manufacturing infrastructure to support commercial cell therapy has not kept pace. We look at where the bottleneck actually is, and which companies are building the right solutions.
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Rare Disease Investing: Why the Window Is Open Again
Orphan drug policy, improved natural history data, and platform ERT technologies are converging in ways that make rare disease programs more investable now than they were five years ago.
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Microbiome Drug Discovery's Second Wave
The first wave of microbiome companies collapsed under the weight of clinical failures and a mechanism story that was too early to be credible. The companies building now are learning from that — and the biology is genuinely more mature.
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Proteomics and the Biomarker Revolution That's Actually Happening
High-throughput plasma proteomics is now fast enough and cheap enough to use at biobank scale. What that means for biomarker discovery — and which companies are positioned to turn it into clinical products.
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Digital Therapeutics for Metabolic Disease: Where's the Evidence?
The DTx market grew faster than the clinical evidence supporting it. We look at what separates the companies with rigorous outcomes data from the ones running on engagement metrics dressed up as health endpoints.
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Why Companion Diagnostics Still Lag Behind Precision Oncology
Targeted therapies have moved faster than the diagnostics needed to stratify patients for them. We look at why that gap exists and why it is finally starting to close — including the regulatory pressures that are forcing co-development.
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Genomics Data Infrastructure Is the Next Picks-and-Shovels Play
As clinical sequencing volumes grow, the data management, harmonization, and privacy-preserving analysis layer is becoming more valuable than the sequencers themselves. Where we are looking and why.
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La Jolla's Biotech Ecosystem: A Primer for Founders
La Jolla is one of the densest concentrations of basic research in the US, but the ecosystem for translating that research into companies is less visible than Boston or the Bay. A guide for founders trying to navigate it.
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