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Two Natural Capital
6 of 6 reportsTwo Natural Capital: Covalent Drugs Cracked RAS After 40 Years of Failure — Here Is the Metric Investors Are Missing When Evaluating Them
Binding affinity alone is the wrong number for covalent drugs — kinact and kinact/KI are what matter, and a company that emphasizes Ki over those metrics may be showing you a misleading picture of its compound's quality.
Merck's $5.7B Terns Bet Rests on 38 Patients: Does TERN-701 Justify the Price Over Asciminib?
Two Natural Capital argues Merck's bid isn't obviously cheap -- the merger process showed two bidders wouldn't top Terns' market price and a third walked away after seeing updated trial data showing lower MMR rates th...
Antibodies, Antibody Fragments, and Peptides: Targeting Muscular Diseases with RNA
RNA therapeutics targeting muscular diseases face unresolved delivery and nuclear access challenges that companies may be understating, with PepGen's 53.7% splicing correction dwarfing Avidity's 16% and Dyne's 27% — r...
Casey’s General Stores: A Dollar General Approach to Gas Stations $casy
Casey's General Stores expansion strategy challenges rural market dominance, with aggressive acquisitions, pizza market growth, and potential competitive risks in emerging markets, analyzing stock performance and EV i...
In Situ Sequencing: 10x Genomics, NanoString, and Vizgen $txg $brkr
10x Genomics Xenium leads spatial genomics with superior FFPE tissue analysis, outperforming NanoString and Vizgen in transcript capture. Legal battles reshape in situ sequencing market, revealing critical platform pe...
Sarepta Therapeutics: From Exon-Skipping to Gene Therapy
Sarepta Therapeutics' ELEVIDYS gene therapy for Duchenne muscular dystrophy faces critical challenges: controversial FDA approval, $3.2M price tag, limited efficacy, and potential competitive threats from emerging gen...