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BioTech & Life Sciences


Democratizing Gene Therapy
Before we get into the biology, look at what pharma spent money on in the last twelve months. Acquirer Target Deal Value What they were buying Bristol Myers Squibb RayzeBio $4.1B Targeted radionuclide delivery in vivo — payload finds tumour, no cell extraction Novo Nordisk Cardior Pharmaceuticals €1.03B RNA therapeutics platform — non-viral in vivo cardiac delivery Sanofi Inhibrx AATD Program $2.2B In vivo protein replacement — same indication now drawing three gene editors A

Ahammad Shibil
Apr 147 min read


India's Biotech Inflection Point: A Pre-Seed Investor's Perspective
India's bioeconomy just crossed $165 billion. A decade ago, it was $10 billion. That's a 16x expansion in ten years, and we're only getting started. At Speciale, we've been investing in Indian deep science since 2018 — across three funds, 35+ companies, and sectors ranging from space and semiconductors to defence and AI. Over the past two years, biotech has become one of the most exciting areas in our portfolio. It is also one of the most misunderstood by the broader investor

Ahammad Shibil
Mar 49 min read


The Quiet Revolution: Why Agricultural Genetic Engineering Is Entering Its Biggest Boom Yet
Biology is becoming the new software—and the farm, the field, and the ocean are becoming its most consequential deployment environments. At Speciale , we're always watching for technologies that fundamentally reshape human progress, from space travel to fusion energy. One of the most compelling spaces we're tracking right now is happening in agriculture. After decades of incremental progress and regulatory battles, agricultural genetic engineering is finally reaching commerc

Ahammad Shibil
Jan 57 min read


The Era of Biohacking
Aging, obesity, cancer, genetic disorders - these are no longer the stuff of science fiction. Thanks to the convergence of multiple...

Ahammad Shibil
Apr 10, 20255 min read


When the Brain Starts Unfolding
"The brain is the last and grandest biological frontier, the most complex thing we have yet discovered in our universe."-James D. Watson,...

Ahammad Shibil
Oct 10, 20246 min read


Hacking Nature: The Promise of Programmable Biology
Throughout human history, our capacity for innovation has been the driving force behind our progress. From the invention of wheels to AI,...

Ahammad Shibil
Jul 5, 20245 min read


Understanding the Potential of Platform Biotech: The Future of Biotech Innovations
The biopharmaceutical landscape is undergoing a transformative shift, driven by the emergence of platform biotech companies that are...

Ahammad Shibil
May 29, 20245 min read
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