What we're researching @compoundvc | DM @mhdempsey @shelbynewsad @0xsmac @mackenziejem to discuss

Joined July 2020
Our public theses
Replying to @mhdempsey
Enter the Compound Thesis Database An experiment with a few of our working theses that we've pulled from our internal database & made public. It's rough, but we hope it allows founders, operators, & investors to better connect with us & help us learn. compound.vc/thesis
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Compound Researcher retweeted
Fantastic Research Day on sleep. Special thanks to all speakers!! Couple interesting insights: - ARPAH is funding the collection of a gigantic dataset on 100M EHR records to disentangle sleep's pathology. This will be massively helpful for tx translation efforts - With tx routes we like targeting AD/PD via SWS + glymphatic clearance a core issue pharma wants to see for trials is subtyping/patient selection - Habituation/homeostatic adjustment would also be a concern for even the best tx ideas To stay informed about these research days we host (like Shelby's next week on data), sign up here: compound-newsletter.vercel.a…
We just confirmed two new speakers! Stanford researcher on her mechanistic work on brain circuits that drive sleep regulation And UCSF epidemiologist on her evidence for the link between sleep & AD/PD You won't find more wisdom about sleep in one room luma.com/249fnmh6
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Compound Researcher retweeted
New Post: Disentangling Depression All top drugs for MDD launched 25-65yrs ago Yet MDD is the 2nd largest contributor to years lived with disability And we still diagnose MDD based on subjective self-reported symptom checklists We break down the future for precision psychiatry
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Compound Researcher retweeted
We're hosting a Research Day on Ozempic for Sleep! Last year we published in-depth research on sleep frontiers We're now bringing together the world's top researchers and entrepreneurs pushing the bounds of both basic science and translation RSVP here: luma.com/249fnmh6
New post: Ozempic for Sleep <0.5% of biopharma R&D is for sleep, only going to narcolepsy, insomnia + OSA But all neurological conditions are sleep disorders. AD, PD, depression, etc And sleep is on of the only truly population-scale GLP-like opportunities We detail the research
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Compound Researcher retweeted
New Post: What Comes After HBM? It might be crazy to start a new memory company at outrageous highs... but maybe it's just crazy enough We profile speculative technologies that could lead to: 1) Faster than HBM Access Speeds or 2) HBM-like Bandwidth with NAND-Like Density
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