The ExcepGen Investment Thesis
mRNA technology uses a copy of a molecule called messenger RNA to produce a directed immune response. The technology delivers molecules of antigen-encoding mRNA into immune cells, which use the designed mRNA as a blueprint to build foreign protein that would normally be produced by a pathogen (such as a virus) or
The Abalone Bio Investment Thesis
The Abalone Bio team, led by Richard Yu, is harnessing evolution to find activating antibodies, a new drug class that binds with targets, then activates or tunes biological pathways to treat disease. Conventional antibody drugs have achieved great success therapeutically. Antibody drugs have a 1.5x higher FDA approval rate than small molecules, indicating
Investing in the Biotech Platforms of the Future
What are platform biotech companies, and how do their business models differ from traditional biotech companies? What are some of the critical strategic decisions in these companies’ lifecycles? What are the outcomes if things go well, or not so well? How do investors develop valuation models for platform biotech companies? We have
The Atom Bioworks Investment Thesis
Our core biotech investment thesis at Gravity Fund is that humanity’s ability to engineer biology will fundamentally transform how we diagnose, treat, and manage disease. Tools like computational biology, protein folding modeling, evolutionary biology engines, rationally designed nanomaterials, and CRISPR enable an expanding pool of entrepreneurs to simulate, analyze and engineer biology
Introducing Gravity Fund
I’m thrilled to announce the launch of Gravity Fund, a thesis driven early-stage Venture Capital firm, alongside my Co-Founder and Managing Partner, Adam Gruver. We’ll be investing in extraordinary entrepreneurs building bleeding edge technology on the brink of commercialization in four defined sectors: Consumer Marketplaces & Applications, Fintech & Crypto, Enterprise Software,
The Resistance Bio Investment Thesis
Drug resistance continues to be the principal limiting factor to achieving cures in patients with cancer. The problem of drug resistance in cancer has strong similarities to the field of infectious disease, in that both disciplines are challenged by highly proliferating intrinsic or extrinsic aggressors. As with antimicrobial therapy, the excitement that
The 2020s will be to Biotech what the 1970s were to Computing
Yesterday Google DeepMind announced that their deep learning system AlphaFold has achieved unprecedented levels of accuracy on the “protein folding problem”, a grand challenge problem in computational biochemistry. The ability to accurately predict protein structures from their amino-acid sequence represents a huge boon to life sciences and medicine. It potentially vastly accelerates efforts
Nootropics: Performance Hacking the Brain
What if you could bring the best version of yourself to everything you do everyday? What if you could untap more of your brain’s potential — or more scientifically, its “cognitive performance”. There are numerous startups asking these very questions. They use a range of methods, including nootropics, gamified brain training, app-led meditation, acoustics, non-invasive