Add to your lists

Recommended Content

Picture of Net Interest
Net Interest
Website logo

Cash is King

April 25, 2025, 5:17 p.m.

Some Paywall
Picture of Sharp Tech with Ben Thompson
Sharp Tech with Ben Thompson
Website logo

Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question

April 24, 2025, 8:41 p.m.

Paywall
Picture of Khaveen Investments
Khaveen Investments
Website logo

Microsoft: OpenAI Stake Valued At $147 Bln

April 23, 2025, 2:40 p.m.

Paywall
Picture of Apricitas Economics
Apricitas Economics
Website logo

The Clues to Trump's Future Tariffs

April 23, 2025, 12:19 p.m.

No Paywall
Picture of Fabricated Knowledge
Fabricated Knowledge
Website logo

Where is the Tariff Pull Forward?

April 22, 2025, 1:29 p.m.

Some Paywall
FinBrowser logo
Login Sign Up

How would you rate this source in terms of content quality?
Source Picture

Borlaug’s Substack

Picture of Borlaug’s Substack

Tags

Deep-Dives

Similiar Sources

Picture of Alaric’s Picks (With Some Risks)
Alaric’s Picks (With Some Risks)
Generalists - Analysis 9.0
Picture of Analyzing Good Businesses
Analyzing Good Businesses
Generalists - Analysis 9.7
Picture of Bond Blogger's Credit Wrap
Bond Blogger's Credit Wrap
Macroeconomics - Analysis 9.0
Picture of BowTiedBiotech
BowTiedBiotech
Biotech - Analysis 8.5
Picture of Brief Thoughts
Brief Thoughts
Tech - Analysis 9.3
Picture of Case Closed
Case Closed
Space - Analysis 9.0
Picture of Edelweiss Capital Research
Edelweiss Capital Research
Generalists - Analysis 9.0
Picture of Elevator Pitches
Elevator Pitches
Generalists - Analysis 9.0
Picture of Energy Flux
Energy Flux
Energy - Analysis 9.0
Picture of The Century of Biology
The Century of Biology
Biotech - Analysis 9.0

Summary

Sector Biotech
Content Type Analysis
Website Substack
Paywall No

Ratings

Average Rating 9.0
Ratings 2
Your Rating Rate
Ranking 75

Content

Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

#13: Scientists R Us (Traditional Tools Primer)

April 20, 2025, 5:44 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

#12: Let Me Do It for You (CRO Primer)

March 14, 2025, 10:16 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

#11: Straight to the Vein (Packaging Primer)

Feb. 17, 2025, 12:14 a.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

#10: Danahurt

Feb. 6, 2025, 8:48 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

#9: Unburdened by What Has Been

Jan. 27, 2025, 8:31 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

The Borlaug Report #8: Repligen

Aug. 11, 2023, 1:17 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

The Borlaug Report #7: 2Q Earnings Szn Edition: 1H Post-Mortem, 2Q & 2H Positioning

July 24, 2023, 4:34 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

The Borlaug Report #6: Omics: The Companies Driving the Revolution in our Understanding of Science

July 11, 2023, 9:44 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

The Borlaug Report #5: Catalent: Let Them Cook.

June 5, 2023, 12:09 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

The Borlaug Report #4: Biologics CDMOs: The Secular Shift in How Drugs are Made (Part 2)

May 15, 2023, 1:25 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

The Borlaug Report #3: Bioprocessing: The Secular Shift in How Drugs are Made (Part 1)

May 4, 2023, 1:32 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

The Borlaug Report #2: Avantor : Teenage Thermo Needs Activist Parents

April 25, 2023, 1:02 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

The Borlaug Report #1: Twist Bioscience: Numerous Catalysts Could Trigger A Re-Rating

April 17, 2023, 4:18 p.m.

No Paywall
Picture of Borlaug’s Substack
Borlaug’s Substack
Website logo

Coming soon: This is Borlaug’s Substack.

April 17, 2023, 2:13 p.m.

No Paywall