Given your interest in Biotech, you might enjoy my recent biotech piece on eXoZymes Inc. They’ve just commercially launched a cell-free enzyme biocatalysis platform that converts biofeedstocks into targeted chemical products.
Plus they just announced their first subsidiary, which synthesises N-trans-caffeoyltyramine (NCT) to treat MASLD/MASH. Very very interesting compound that has immense potential
Thanks for the suggestion. Took a look at the report and I don’t think it’s up my alley. Tend to gravitate to biotech and med tech rather than Synbio. Plus some of it seems surface level like estimating TAMs with brief overviews rather than deep analysis of one or two pieces
Fair enough, however their platform allows advancements in APIs to finally be manufactured. SynBio has major limitations hindering specific drug advancements. It is by definition Biotech and not symbol? I explain in detail under the platform section.
It’s a platform technology thats just launched its first asset compound so its impossible to go into each specific product application. Can only do that once each developed asset is announced so have to keep the TAM for associated markets broad.
If you scroll down I discuss NCT in detail which is directly up your alley.
Hey Adu
Given your interest in Biotech, you might enjoy my recent biotech piece on eXoZymes Inc. They’ve just commercially launched a cell-free enzyme biocatalysis platform that converts biofeedstocks into targeted chemical products.
Plus they just announced their first subsidiary, which synthesises N-trans-caffeoyltyramine (NCT) to treat MASLD/MASH. Very very interesting compound that has immense potential
https://www.slack-capital.com/p/exozymes-research-report
Thanks for the suggestion. Took a look at the report and I don’t think it’s up my alley. Tend to gravitate to biotech and med tech rather than Synbio. Plus some of it seems surface level like estimating TAMs with brief overviews rather than deep analysis of one or two pieces
Fair enough, however their platform allows advancements in APIs to finally be manufactured. SynBio has major limitations hindering specific drug advancements. It is by definition Biotech and not symbol? I explain in detail under the platform section.
It’s a platform technology thats just launched its first asset compound so its impossible to go into each specific product application. Can only do that once each developed asset is announced so have to keep the TAM for associated markets broad.
If you scroll down I discuss NCT in detail which is directly up your alley.
very thorough and easy to understand.