Duk Lee - Blog & Notes

Writing

• Nov 9, 2026
  The ¥53.1 Billion Undiscounted Shield: Inside Bionova Scientific's Two-Year Impairment Watch, PwC Japan's Key Audit Matter, and Asahi Kasei's CDMO Strategy Reconfiguration
• Nov 9, 2026
  What Happens If a $321 Million Medicine Factory Doesn't Turn Around? Bionova Scientific's Five Possible Futures Explained for a 5th Grader
• Nov 9, 2026
  Hacker News Front Page Roundup — November 9, 2026
• Nov 9, 2026
  Why Janux Therapeutics (JANX) Dropped 25% Below Cash: Dissecting JANX011's 2-of-5 B-Cell Depletion & the TRBV6 Stoichiometry Trap
• Nov 9, 2026
  Nkarta (NKTX) Down 58%: Why 18 Billion Unedited CAR-NK Cells Still Fight the Clock Against Flu/Cy and CAR-T