SLS2026-08-17
The SELLAS thesis, and what 0.636 actually is
Originally from u/DeepDivesnGoodMusic on Reddit
Biotech, read closely
The best biotech research is already written. It is just buried.
Reddit and X carry genuinely good theses. People read the trial, do the arithmetic, and post it for nothing. Then it scrolls away, and nobody checks whether it held up.
This site collects the ones worth keeping, checks them against primary sources, and credits the people who made the argument. Every note links back to the original.
Latest notes
- TWST2026-08-16
Twist Bioscience won the margin argument, then spent the winnings
- VRTXCRNX2026-08-16
Vertex's one-disease problem moved, and Trikafta is shrinking by design
- VCREVICO2026-08-16
The Vicore thesis, and the floor that isn't there
- DRTSDRTSW2026-08-15
The DRTS thesis, and the two comments that repriced it
- GRAL2026-08-15
The Grail thesis, and the trial result that forced it to change
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New theses, checked against primary sources. No more than one email a week, and nothing else.
What a claim is checked against
Four public, primary sources. No scraped aggregators.
- ClinicalTrials.gov
- Trial records, design, enrolment, completion dates
- SEC EDGAR
- Full-text filing search, for when a company actually announced it
- Drugs@FDA
- Approval history via openFDA
- PubMed
- Published literature behind a mechanism
Registry completion dates and announcement dates are different things, and every note says which one it is quoting.