HeyJaredThe No-VC Playbook: Advanced Therapies
Writing on how cell and gene therapy companies navigate partnerships, capital, and market expansion across APAC, Europe, and MENA. Focused on what actually drives outcomes beyond the default VC playbook.
- Indexed issues, last 90 days
- 6
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest issues
Lilly's $3.35 Billion InnoCare Deal Is 97% Milestones (opens the original)
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This deal fuels Lilly’s expansion plan through Chinese partnerships. Read on to find out: what this deal iswhat is actually boughtthe motive behind this dealhow this deal fits Lilly’s big picturewhat my previous May issues about Lilly fit in as a whole (checking against my own analysis matters) The latest Lilly dealInnoCare Pharma (诺诚健华) <a href="https://www.globenewswire.com/news-release/2026/09/24/3367940/0/en/innocare-annou
Oopsie, sent out the wrong draft (opens the original)
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An hour ago, I sent out the wrong draft, and the poll was shown as bullet points. My apologies (believe it or not, it’s been 2 months since I last posted a Substack!). Again, here are the 5 biotechs that have the assets that could potentially be the “China’s Moderna”. The full article is here Nobody in China Is Past Phase 2 (?) where I give each company a quick analysis on their current trials and assets. Thank you for reading. Let’s carry on! Tickers r
Nobody in China Is Past Phase 2 (!) (opens the original)
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Where I've been : )Since the last one went out on 20 July, I was on a brief two-month break.I was in Asia for part of August, and was glad to meet some CGT leaders there, instead of just reading about them.The rest was a deliberate break for me to test some new ideas, as both ChatGPT and Claude released newer and stronger models.I built a nice pipeline to find documents and cross-check figures: filings, registries, trial records, primary regulatory text specifically for CGT, which I am happy to
China's CGT Policy Stack (clinical translation x market access) Is Getting Real (opens the original)
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<img alt="" class="sizing-normal" height="764" src="https://substackcdn.com/image/fetch/$s_!IPrW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F13cacf0b-cd2d-4666-b38a-c32e7079bee8_1456x764.web
China's $100 Billion Half-Year — and the Modality It Skipped (opens the original)
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<img alt="" class="sizing-normal" height="1820" src="https://substackcdn.com/image/fetch/$s_!FEfB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F442a9d40-00bc-44a2-91ee-d7bcfeee2482_6000x7500.p
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