CGT's Substack

How Do You Solve a Problem Like Autologous?

Autoimmune CAR-T: Two companies. One industrialisation challenge. Two strategic answers.

Jul 14 • CGT Business Insights

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What If Product 1 Is Wrong?

Rethinking R&D investment under biological uncertainty

Jul 2 • CGT Business Insights

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June 2026

If Iteration Is Expensive, Which Growth Strategies Are Worth Pursuing?

Some growth strategies compound learning. Others simply restart it.

Jun 10 • CGT Business Insights

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May 2026

The Hidden Tax on CGT Product Iteration

CGT platforms often create the appearance of strategic optionality: the apparent ability to generate improved constructs, adjacent products, or new…

May 19 • CGT Business Insights

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What If Cell Therapy Is Measuring the Wrong Biology?

In a previous piece, I argued that CGT’s control problem is often a boundary problem: control is applied locally, while behaviour emerges system-wide.

May 12 • CGT Business Insights

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April 2026

🏭 CRISPR Knockout: The industrialisation problem is controlling a one-time event

Construct → Platform → Industrialisation | Series #4 — Part 2 (Industrialisation)

Apr 30 • CGT Business Insights

We Already Have Control in Cell and Gene Therapy — So Why Doesn’t It Feel Like It?

I write about how cell and gene therapies behave once science meets manufacturing, scale, and strategy.

Apr 21 • CGT Business Insights

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CRISPR Knockout: Turning Editing into a Product

Construct → Platform → Industrialisation | Series #4 — Part 1 (Construct + Platform)

Apr 7 • CGT Business Insights

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March 2026

iPSCs: The Industrialisation Problem No One Talks About

Construct → Platform → Industrialisation | Series #3 — Part 2 (Industrialisation)

Mar 23 • CGT Business Insights

iPSCs: The Construct That Makes Cell Replacement Scalable

Construct → Platform → Industrialisation | Series #3 — Part 1 (Construct + Platform)

Mar 17 • CGT Business Insights

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February 2026

In vivo CAR-T: The carrier defines the industrial ceiling

Construct → Platform → Industrialisation | Series #2 — Part 2 (Industrialisation)

Feb 23 • CGT Business Insights

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In vivo CAR-T: The construct relocates the bottleneck

Construct → Platform → Industrialisation (Series #2) Part 1

Feb 12 • CGT Business Insights

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