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Apr 17, 2020Liked by Joshua Elkington

Similar industry + different strategy = Manus Bio (manusbio.com)

Own a single pathway in a single organism and become the world leader in biomanufacturing of products from that pathway. For a pathway (i.e. chemical class) with sufficient commercial value (i.e. terpenoids) this still represents a massive business opportunity while arguably reducing technical and market risk.

Company is half as old (spun out of MIT in 2012) and already has product sales. But maybe I'm just biased...

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