The Index
400 dossiers
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
AI-Bio
A 20-year, ~$1.7B-deficit cautionary tale of synbio that hit the same wall every fermentation pure-play hits (scale-up economics never closed the gap to chemistry), capped by an SEC revenue-recognition charge and a Chapter 11 that wiped equity to zero — the emerged "Amyris 2.0" is a smaller, Doerr-controlled private with no public equity to buy and no edge proven; AVOID / un-investable, watch only as the canonical synbio-failure comp.
AI-Bio
The credible enzymatic-DNA-synthesis survivor — a real fidelity moat (1,005-base record, 50 kb clonal, ~99.9% stepwise yield) now distributed through Danaher/IDT — but it is a sub-$25M-revenue tools shop selling a faster picks-and-shovels commodity into a brutal synbio funding winter; WATCHING as a private until an IPO path or an IDT buyout crystallizes the value.