Duk Lee - Blog & Notes

Writing

• Oct 15, 2026
  The Covalent ITK Gamble: A Forensic Audit of Corvus Pharmaceuticals ($CRVS), Soquelitinib, and the 'Not Now' Partnership Debate
• Oct 15, 2026
  Is This 1999 All Over Again? A Forensic Deep Dive Into the 2000 Dot-Com Bust vs. the 2026 AI Market Cycle
• Oct 15, 2026
  The $1.8 Billion 'Virtual Cell' Mirage: Inside Biohub's Virtual Biology Initiative, Sunk-Cost Federal Accounting, the 1-Year Big Tech Embargo, and Why Linear Models Still Beat Single-Cell AI
• Oct 15, 2026
  The Biotech 'Degrossing' Revolt: Inside Matt Gline’s STAT Summit Eruption, the Moderna Short Squeeze, and Why Wall Street’s Pod-Shop Machine Is Breaking Drug Development’s Capital Compact
• Oct 15, 2026
  Hacker News Front Page Roundup — October 15, 2026