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Base by Base Biweekly: June 1, 2025
KJ's gene therapy; OpenAI's diagnostics benchmarks; ctDNA takes over the world. And, biweekly market updates.
Jun 1
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Edward Larkin
3
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Base by Base Biweekly: June 1, 2025
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Slow Burn: On Value Creation Velocity in Healthcare vs. Tech
A data-driven look at how fast healthcare and tech companies scale
May 23
•
Edward Larkin
6
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Slow Burn: On Value Creation Velocity in Healthcare vs. Tech
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Kinking Upwards: The Bull Case on Hinge
Unpacking the economics and valuation of the latest health tech IPO
May 16
•
Edward Larkin
2
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Kinking Upwards: The Bull Case on Hinge
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Base by Base Biweekly: May 11, 2025
Vinay Prasad named to FDA leadership; Novo teams up with CVS; CGMs move towards mass adoption; Natera's margin question. And, biweekly market updates.
May 11
•
Edward Larkin
6
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Base by Base Biweekly: May 11, 2025
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The Economics of Early Cancer Detection
Major diagnostics companies are investing billions into multi-cancer screening tests. But will it be a profitable market?
May 3
•
Edward Larkin
16
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The Economics of Early Cancer Detection
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Illumina's Search for a New Growth Algorithm
Mar 28
•
Edward Larkin
19
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Illumina's Search for a New Growth Algorithm
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Signatera: Sales Efficiency Nearer the Gods
Feb 2
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Edward Larkin
20
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Signatera: Sales Efficiency Nearer the Gods
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The Economics of Early Cancer Detection
May 3
•
Edward Larkin
16
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The Economics of Early Cancer Detection
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Of Razors and Blades: The Economics of Illumina, PacBio, and 10x Xenium
Feb 28
•
Edward Larkin
13
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Of Razors and Blades: The Economics of Illumina, PacBio, and 10x Xenium
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Base by Base Biweekly: April 20, 2025
Medicare says no to GLP-1s; Verve's impressive cholesterol gene therapy; big potential NIH cuts; United Health plummets; Eli Lilly takes the lead in…
Apr 20
•
Edward Larkin
2
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Base by Base Biweekly: April 20, 2025
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A Knife Through Hot Butter: The Rise of GLP-1s through the Eyes of Intuitive Surgical
Competition is perhaps the single most important dynamic to understand when evaluating companies.
Apr 10
•
Edward Larkin
5
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A Knife Through Hot Butter: The Rise of GLP-1s through the Eyes of Intuitive Surgical
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Base by Base Biweekly: April 6, 2025
RxSight's "canary in the coal mine" miss, and biweekly market updates.
Apr 6
•
Edward Larkin
3
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Base by Base Biweekly: April 6, 2025
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Illumina's Search for a New Growth Algorithm
Diagnosing Illumina's multi-year growth slowdown, and thinking through what happens from here.
Mar 28
•
Edward Larkin
19
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Illumina's Search for a New Growth Algorithm
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Base by Base Biweekly: March 23, 2025
Hinge's S-1, and healthcare public markets updates
Mar 23
•
Edward Larkin
3
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Base by Base Biweekly: March 23, 2025
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P&L Dark Matter: Procept's Cost to Serve Question
Analyzing a critical component of the medical device P&L through the lens of a high-growth robotic surgery company
Mar 14
•
Edward Larkin
3
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P&L Dark Matter: Procept's Cost to Serve Question
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Base by Base Biweekly: March 9, 2025
Reviewing the latest developments in healthcare public markets
Mar 9
•
Edward Larkin
2
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Base by Base Biweekly: March 9, 2025
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