Legible Bio

Shelby Newsad is an early stage venture investor at Compound. I’ve long admired her thesis work in publicly sharing how biotech could unfold over the next decade. In this conversation, we talk about everything from decentralized clinical trials to incumbent vs startup advantages in biotech. Hope you enjoy!Watch on X, YouTube, or SpotifyChapters07:21 Platform vs Product14:25 Creative Destruction in Biotech23:54 Decentralized Science and Crypto30:35 Careful with Gray Label Peptides35:34 Accelerating Human Clinical Trials45:36 The Role of Virtual Cell Models50:01 The Evolution of Bio-Manufacturing53:34 Consumer Biotech: The Next Frontier58:51 Implications of LooksmaxxingResources mentionedCompound Research Day: Rapid in vivo IterationEverything Is Tuberculosis: The History and Persistence of Our Deadliest Infection by John Green This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.legible.bio

This was an amazing conversation—I learned a lot and hope you do too. Watch on YouTube here. More on RJ/ anabology here. More on Aion Biosciences here. Also check out skin.food (would personally recommend!)Some resources mentioned: literature.bio - RJ’s website where he recommends reading the works of Sidney Fox and Ray Peat Chapters00:00 - Background and Bioelectricity 10:19 - Gilbert Ling28:27 - Raymond Damidian45:23 - What is Structured Water?49:32 - Are Small Molecule Approaches a Dead End?59:30 - Building Aion Biosciences in St Louis. MO01:05:12 - Consciousness and Origin of Life01:11:46 - Cosmetics Sidequest (skin.food) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.legible.bio

Watch on YouTube here Chapters00:00 Evolution of Biotech: Past and Present05:29 Understanding Sequencing: Basics and Importance10:07 The Drug Development Process: Then and Now17:18 The Shift from Small Molecules to Biologics22:11 Chance and Unpredictability in Drug Discovery26:35 Sequencing Technologies: DNA, RNA, and Proteins44:12 Exciting Innovations in Sequencing53:53 Synthetic Biology and Ginkgo’s Vision01:01:49 Automation in Biotechnology01:10:33 Recommended Reads for Biotech EnthusiastsResources mentioned* Keith’s blog: * The Billion Dollar Molecule by Barry Werth* For Blood or Money by Nathan Vardi* The Coming Plague by Laurie Garrett* Plenty of Room at the Bottom by Richard Feynman This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.legible.bio

Watch on YouTube hereLearn more about what Ana’s building hereChaptersChapters00:00 Circus to Genetics05:14 Building a Sequencer13:26 The Future of Sequencing: Decentralization and Accessibility18:31 Challenges in Manufacturing and Scaling21:21 Sequencing in Breweries23:47 Building a Platform Company29:54 Misunderstandings about Sequencing35:09 What Does It Mean Go Fast in Biotech?39:36 The Biotech Race: US vs. China47:22 Family and Startups54:33 The Role of Personality Types in Leadership This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.legible.bio

Also watch on YouTube00:36 Journey into Biotech: From Education to Industry03:23 Investing in Biotech: Early Experiences and Lessons Learned06:11 Starting a Biotech Company: The Initial Steps09:14 Developing Technology in Biomanufacturing11:55 Challenges of Venture Capital in Biotech14:45 Reflections on Business Strategy and Acquisitions17:39 Exploring the Mining Industry: Insights and Parallels20:39 Comparing Mining and Biotech: Investment Strategies23:10 Final Thoughts on Mining and Biotech Investments26:32 Exploring Emerging Markets and Biotech29:29 The Distressed Biotech IP Thesis32:51 Danaher and the Power of Operational Efficiency36:45 The Challenges of Venture Capital in Biotech41:29 The Role of CROs in Biotech45:34 Critique of the Biotech Industry55:21 The Importance of Biosecurity in Biotech01:05:29 Biosecurity and Monitoring Layers01:07:28 Ginkgo Biosecurity: The Bio Radar Concept01:11:50 The Role of Sequencing in Biosecurity01:17:56 China’s National Priority in Sequencing Technology01:23:32 The Future of Drug Development and Sequencing01:32:19 Short Read vs Long Read Sequencing This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.legible.bio