Explorations into the Life Sciences and Synthetic Biology industries

Welcome to The Ignorant Bio Explorer.

This newsletter will focus on companies in the life sciences, specifically diagnostics and medtech, and synthetic biology space. Largely, this is an exercise to not only further my understanding of these industries, but also to help improve my writing and thought process. I will be evaluating these companies as if I was going to invest in them.

As can be understood from the title, The Ignorant Bio Explorer, I am rather ignorant on science/biology considering I come from a business background. The reason for focusing on diagnostics and medtech is because I feel there is a lack of content covering each space as a bulk of it skews towards biotech. As for synthetic biology, I have no experience but just believe that it will be one of the most important industries in the coming decades, therefore the need to know the industry inside and out.

My general thesis is that there is a massive wave that is going to revolutionize the healthcare space over the next 2-3 decades. The convergence of biology + tech is going to play a huge role in how we further our understanding of different diseases, and ultimately treat them. I could not be more bullish about the opportunity this creates to help individuals live better, healthier lives. It is my goal to not only explore which companies are going to form this wave, but to also invest and help build these next generation of companies.

I welcome any and all feedback as I go embark on this exploration. I look forward to learning out loud and hope to develop new relationships in the process.

JPF

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