MACROCYCLE SUPERCYCLE argenx is acquiring not boring portfolio company Unnatural Products for up to $1.15B huge congrats to Cam & co and props to the bio🐐 @ElliotHershberg for convincing me we should invest (& explaining what a macrocycle is) endpoints.news/argenx-to-acq…
Argenx to acquire Unnatural Products in deal worth up to $1.15B

Argenx to acquire Unnatural Products in deal worth up to $1.15B

Argenx will buy macrocycle biotech Unnatural Products for $550M upfront and up to $1.15B total, adding oral peptide capabilities to its antibody work.

endpoints.news

Nov 9, 2026 · 2:29 PM UTC

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❤️🙌🏻
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Now I need Elliot to explain macrocycles to me too
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substack will replace pharma R&D
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lets gooo packy, how early did not boring get in
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LETS GO @packyM
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macrocycle explanations are actually super useful for investing
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Vaaamooo
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what in elliot's macrocycle explanation made you invest rather than keep watching? 🧬
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Macrocyclic peptides present a solution that small molecules (like kras specific C pocket) can't address...like how pan-kras was successful with a tri-complex larger molecular glue.
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