Notes
Other people's theses, read closely
Interesting posts from Reddit and X, reframed in plain English. The arguments belong to the people who made them and every post links back to the original. Anything we add is marked as ours.
- SLS2026-08-17
The SELLAS thesis, and what 0.636 actually is
Source: u/DeepDivesnGoodMusic on Reddit, 2026-07-28
- TWST2026-08-16
Twist Bioscience won the margin argument, then spent the winnings
Source: u/ucbcawt on Reddit, 2025-08-30
- VRTXCRNX2026-08-16
Vertex's one-disease problem moved, and Trikafta is shrinking by design
Source: u/Secret_Swordfish4121 on Reddit, 2026-07-12
- VCREVICO2026-08-16
The Vicore thesis, and the floor that isn't there
Source: u/DrBioDude on Reddit, 2026-07
- DRTSDRTSW2026-08-15
The DRTS thesis, and the two comments that repriced it
Source: u/SeattleOligarch on Reddit, 2026-04
- GRAL2026-08-15
The Grail thesis, and the trial result that forced it to change
Source: @a_i_m_rue on X, 2025-09-08
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New theses, checked against primary sources. No more than one email a week, and nothing else.