Threshold Potential Newsletter
Eikon Therapeutics Talks Platforms but Bets Big on Acquired Oncology Assets
June 22, 2025
Eikon Therapeutics has raised over $1B and claims to have a revolutionary drug discovery platform, but its clinical pipeline remains dominated by acquired oncology assets. This report analyzes Eikon’s funding, trials, and patent strategy to assess whether its platform is delivering.
Bright Minds's Spike Wasn't Random- It was Serotonin
June 10, 2025
After Lundbeck’s $2B acquisition of Longboard, investors scrambled for serotonin analogs. Here’s why Bright Minds was the target and what it says about the future of rare epilepsy drug development.
Biotech Industry Intelligence
Weekly intelligence on biotech companies based on what they do, not what they say. Clinical trials, patents, regulatory data, and market behavior analysis.