@LifeSciVC Avatar @LifeSciVC Bruce Booth

Bruce Booth posts on X about ipo, science, fund, ecosystem the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 28.83% stocks 15.32% vc firms 6.31% technology brands 2.7% countries 1.8% cryptocurrencies 1.8% currencies 0.9% social networks 0.9% ncaa football 0.9% exchanges 0.9%

Social topic influence ipo #432, science 5.41%, fund 5.41%, ecosystem 4.5%, $xbi 4.5%, to the 4.5%, in the 4.5%, data 4.5%, lack of 3.6%, acquisition 3.6%

Top accounts mentioned or mentioned by @atlasventure @aimeeraleigh13 @windtreeocean @sciencescanner @biopharmiq @verdadcap @ycombinators @snowmaker @a16zs @jorgecondebio @dvergano @loonmtn @quenchbio @samtruex @berniesanders @hotspottheras @jebkeiper @nimbustx @biotech1969 @pcm_bio

Top assets mentioned Eli Lilly and Company (LLY) Ventyx Biosciences, Inc. (VTYX) Alphabet Inc Class A (GOOGL) Bristol-Myers Squibb Co (BMY) Biogen Inc (BIIB)

Top Social Posts

Top posts by engagements in the last [--] hours

"Pet peeve: why do "scientists" forget about the concept of significant figures Happens all the time in biotech & beyond. Too many decimal places scream lack of credibility. "Sig figs" is a simple concept: measurement readings should not push beyond instrument uncertainty. Exhibit A for sig fig violations: temperature readings down to 5-6 sig figs across 27K daily county-level measurements for 50+ years. Check out the y-axes. Crazy. https://twitter.com/i/web/status/2021657729928994955 https://twitter.com/i/web/status/2021657729928994955"
X Link 2026-02-11T18:48Z 55.2K followers, [----] engagements

"With macro uncertainty for large BioPharma settling out FTC risk coming down P/E valuations at long term lows huge LoE's ahead. it's time for some Big-Big M&A once again. My take: we will see one or more $50B biopharma acquisition within the Top [--] players in the next six months"
X Link 2025-11-03T17:13Z 55.2K followers, 18.7K engagements

"China's biopharma market is booming up 100% this year. At what point do some of these China-based biopharma's use their strong equity values to merge with or acquire Western players. If you're a $10B+ biotech from China you could acquire some interesting US biotechs with an all equity deal. Especially now that Xi and Trump are deal-making buddies. Geopolitical risks are real but so would be the risk diversification benefits of leveraging one's equity value"
X Link 2025-11-03T17:22Z 55.2K followers, 14.9K engagements

"We've had [--] biotech M&A deals $1bn in [----] a record year of activity. In [----] there were [--]. Lots of capital to recycle back into SMid-Cap biotech names. Expect this to be a continued tailwind for the space as we begin 2026"
X Link 2025-12-20T11:33Z 55.2K followers, 22.2K engagements

"Ventyx $VTYX acquired by Lilly $LLY for $14/share or $1.2B valuation. IPO'd in [----] at $16/share around $800M market cap. So acquisition is like 15% below the IPO price but 50% above the IPO valuation Great pivot from TYK2 lead program at time of IPO to the inflammasome NLRP3 lead program today. quite a rollercoaster in the public markets. IPO'd at $16 went to $46 in [----] cratered to below $1 by spring [----]. now acquired for $14. Entry point matters. IPO buyers got most of their money back. a win considering 90% underwater a year ago. but if you bought in April [----] you'd have made like a"
X Link 2026-01-08T01:55Z 55.2K followers, 12.2K engagements

"$RAPT Therapeutics acquired by GSK for $2.2B ($58/share). Another pivot story of a decade+ old biotech ending in M&A. Founded in [----] to focus on CCR4 company raise $200M privately from TCG Google Ventures Celgene Perceptive Advisors Foresite Capital and others. In Oct [----] it priced an IPO as a Phase [--] stage biotech. As IPOs go it was very modest - low end of range ($12) downsized by half. Traded off after the pandemic bubble finding itself in a tough spot. Team pivoted to acquire a long-acting IgE from China in late [----] raised a $150M PIPE at that time largely washing out the cap table."
X Link 2026-01-21T11:22Z 55.2K followers, 30.2K engagements

"If these were arms of a "Novel Rx vs Standard of Care" study in cancer they'd be landmark best-in-class Instead it's the same Rx regimen just dosed in the morning or afternoon for mAbs with half-lives of weeks. A few hours different in dosing leads to 60% delta on survival"
X Link 2026-02-03T15:04Z 55.2K followers, 24.5K engagements

"@sciencescanner For sure. Just think the scale is incredible"
X Link 2026-02-06T17:10Z 55.2K followers, [---] engagements

"What's the optimal price for an IPO Four biotech IPOs last week busiest single week since [----] euphoria. $MANE finished up 125% for the week and is widely being celebrated. Of course up is much much better than breaking issue price. But whats the right IPO bounce Being 100%+ means the existing shareholders took WAY MORE dilution than they should have. Id argue the best & most optimally-priced IPO sees a first day 20-30% gain. Thats the right Goldilocks balance of dilution and price appreciation. To get it right requires proper price discovery (TTWs Roadshow) a strong and well-covered book"
X Link 2026-02-09T18:06Z 55.2K followers, [----] engagements

"What's the optimal price for an IPO Four biotech IPOs last week busiest single week since [----] euphoria. $MANE finished up 125% for the week and is widely being celebrated. Of course up is much much better than breaking issue price. But whats the right IPO bounce Being 100%+ means the existing shareholders took WAY MORE dilution than they should have. Id argue the best & most optimally-priced IPO sees a first day 20-30% gain. Thats the right Goldilocks balance of dilution and price appreciation. To get it right requires proper price discovery (TTWs Roadshow) a strong and well-covered book"
X Link 2026-02-09T18:06Z 55.2K followers, [----] engagements

"Putting the AI capex boom from hyperscalers into context. The entire global biopharma ecosystem spent $300B in R&D last year to enable new medicines This year AI capex will be 2x+ that number just from four tech co's to enable Skynet's Terminator"
X Link 2026-02-06T14:57Z 55.2K followers, 11.3K engagements

"So so very sad for Lindsey Vonn. An inspiring American ski legend. A courageous risk-taker who knew what it takes to win. Wishing her strength"
X Link 2026-02-08T14:47Z 55.2K followers, 94.8K engagements

"The return to prevalent diseases. Big is Beautiful. LEK captures the evolution of the top [--] biggest drugs. [----] all were prevalent by [----] most were rare/specialty now swinging back again"
X Link 2026-02-09T19:43Z 55.2K followers, 22.6K engagements

"Humbling [--] year Biotech stats shared by @verdadcap in a recent report: Just over [----] biotechs hit $200M mkt cap at some point. Of those 67% have lost value (had cumulative negative returns) vs 48% for all other US companies. Of these 600+ biotechs roughly 50% were acquired at negative total returns 10% delisted the remaining 40% are still public and underwater for their average investor The median biotech company in this period has delivered an annualized return of -15% (vs 1% for other US Companies). It's a tough business"
X Link 2026-02-12T22:37Z 55.2K followers, 34.6K engagements

"Autumn morning in the White Mountains of NH. Stunning"
X Link 2018-10-06T21:17Z 55.2K followers, [---] engagements

"Great @atlasventure holiday party last night Celebrating [--] years of biotech investing with the broader Atlas family. Had to throw on the first suit and tie that Ive worn in ages as a matching pair with my wife - was good fun. Happy holidays to all"
X Link 2018-12-20T15:29Z 55.2K followers, [---] engagements

"Mega-deal $BMY & $CELG: good news for more big cap M&A speculation but bad news for private & small-cap names as consolidation removes [--] of the most active buyers/deal-makers. These two bid against each other in many deals in past few years and that's no longer going to happen"
X Link 2019-01-03T13:08Z 55.2K followers, [---] engagements

"Recycling of M&A capital is important for refueling younger biotech's: $LLY's $LOXO acquisition ($8B) returns more cash to investors than was raised by all [--] biotech IPOs in [----] ($7.1B). #JPM19 $XBI"
X Link 2019-01-07T16:13Z 55.2K followers, [---] engagements

"The Game Isnt Worth The Candle: Reflections On The JPM Healthcare Conference. More concerned than ever about the value of the JPM week and what it says about our industry. #JPM19 #JPMHC19 https://lifescivc.com/2019/01/the-game-isnt-worth-the-candle-reflections-on-the-jpm-healthcare-conference/ https://lifescivc.com/2019/01/the-game-isnt-worth-the-candle-reflections-on-the-jpm-healthcare-conference/"
X Link 2019-01-14T12:09Z 55.2K followers, [---] engagements

"Two days ago I put out a blog on #JPM19 that i wrote quickly on a flight and wasnt even sure people would read. Apparently it struck a chord & went viral. Most read & commented on blog Ive ever written out of 300+ posts. So hard to predict these things"
X Link 2019-01-16T14:57Z 55.2K followers, [---] engagements

"Sharing our "Year In Review": Annual Talk On Macro Biotech and Atlas. A data-rich whirlwind tour thru a bunch of pharma and biotech topics over about [--] min. Cheat sheet with timestamps included. https://lifescivc.com/2019/02/our-year-in-review-annual-talk-on-macro-biotech-and-atlas/ https://lifescivc.com/2019/02/our-year-in-review-annual-talk-on-macro-biotech-and-atlas/"
X Link 2019-02-12T12:12Z 55.2K followers, [---] engagements

"Biogen has lost more value this morning ($17B) than was raised in all 130+ biotech IPOs since Jan [----] combined ($15B). Ouch. $BIIB"
X Link 2019-03-21T14:20Z 55.2K followers, [---] engagements

"The Creation Of Biotech Startups: Evolution Not Revolution A response with historical context and a few counterpoints to the "biotech-should-be-more-like tech'' venture creation pieces by @ycombinator's @snowmaker and @a16z's @JorgeCondeBio. https://lifescivc.com/2019/08/the-creation-of-biotech-startups-evolution-not-revolution/ https://lifescivc.com/2019/08/the-creation-of-biotech-startups-evolution-not-revolution/"
X Link 2019-08-15T11:42Z 55.2K followers, [---] engagements

"Only in Cambridge: Im stuck in traffic on the exit from the Pike and a biotech CEO pulls up next to me rolls window down and says Hey Bruce weve got great NHP efficacy data. cant wait to show you. Made my commute far less painful This ecosystem never ceases to amaze"
X Link 2019-09-17T12:29Z 55.2K followers, [---] engagements

"Venturing A Perspective On The Drug Pricing Debate. I've been largely quiet on this topic but couldn't any longer. First principles of investin and what it means for pricing. Observations on the US system. And a few suggestions for policy emphasis. https://lifescivc.com/2019/12/venturing-a-perspective-on-the-drug-pricing-debate/ https://lifescivc.com/2019/12/venturing-a-perspective-on-the-drug-pricing-debate/"
X Link 2019-12-10T12:18Z 55.2K followers, [---] engagements

"Just b/c Big Pharma externally sources 50% of their new programs doesn't mean they aren't investing in innovation. R&D is team sport. W/o them as downstream partners for young biotechs we'd b unable [--] advance drugs to mkt. They r essential players in the innovation ecosystem Opinion: Large pharmaceutical companies say that legislation in Congress to lower the cost of prescription drugs will hinder innovation. But our analysis shows they don't do much innovation. https://t.co/MKrnk91zEm Opinion: Large pharmaceutical companies say that legislation in Congress to lower the cost of prescription"
X Link 2019-12-10T16:10Z 55.2K followers, [---] engagements

"Our [----] Year In Review: Macro Biotech and Atlas. Macro: History may not repeat itself but it does rhyme. #Biotech: Capital Collaboration Community Culture Atlas: our evolution portfolio and team. @atlasventure https://youtu.be/F2d-D9VMgdI https://lifescivc.com/2019/12/our-2019-year-in-review-macro-biotech-and-atlas/ https://youtu.be/F2d-D9VMgdI https://lifescivc.com/2019/12/our-2019-year-in-review-macro-biotech-and-atlas/"
X Link 2019-12-13T12:06Z 55.2K followers, [---] engagements

"My #JPM20 agenda. . . . and the humming sound of chairlifts. JOMO Joy of. Good luck to all of you who are attending. It's a gr8 meeting if you are there for the right reasons: do the deals court the investors make it happen Hopefully it's productive for you"
X Link 2020-01-10T00:01Z 55.2K followers, [---] engagements

"Monday AM reflection: spent the wknd skiing w/ [--] boys w/ Duchenne carving up the slopes together. For those working on DMD cures keep at it: these boys need you More broadly we need all of you to conquer the medical mountains ahead by staying focused on patients #JPM20"
X Link 2020-01-13T13:10Z 55.2K followers, [---] engagements

"Its been a crazy long week. market meltdown around COVID executing on full WFH distancing crisis mgt in portfolio. Reflecting on the craziness Im looking forward to having a Quarantini tonight"
X Link 2020-03-13T18:20Z 55.2K followers, [---] engagements

"Ashley and I celebrated her day by making a COVID-15th birthday cake inclusive of viral spike glycoproteins. #BirthdaysInTimeOfCOVID #socialdistancingbirthday"
X Link 2020-03-17T17:44Z 55.2K followers, [---] engagements

"In mild COVID-19 patients placebo was similarly effective to HCQ in viral clearance. Randomized open label clinical trial (NCT04261517): in [--] mild patients 93% cleared virus w/in [--] days on placebo (vs 87% with HCQ). h/t Umer Raffat at EvercoreISI"
X Link 2020-03-24T11:07Z 55.2K followers, [---] engagements

"A must read on a parallel pandemic: DKE-19 Dunning-Kruger Effect (DKE) is a phenomenon where people lack the ability to understand their lack of ability. DKE-19 is a virulent misinformation virus thats exploding Flatten the Curve of Armchair Epidemiology https://t.co/GCkY4dmTld https://t.co/IQHJos9HhO Flatten the Curve of Armchair Epidemiology https://t.co/GCkY4dmTld https://t.co/IQHJos9HhO"
X Link 2020-04-04T11:23Z 55.2K followers, [---] engagements

"Biotech venture funding beats to a different drummer than most VC sectors. It's not sales metrics it's experimental data around potential medicines. As long as programs advance to the key inflection points (R&D execution) - data is the ultimate currency of progress & value"
X Link 2020-04-08T11:18Z 55.2K followers, [---] engagements

"I was just talking to my 82-yr old parents about #poliovirus. How scared families were during early 50s epidemic about getting it at summer swimming pools. R0 [--] (super infectious) & transmitted via contiminated water lots of fear. Knew folks being put in iron lungs to breath On this day [--] years ago the first #poliovirus vaccine was licensed in US after an historic clinical trial in [---] million children. Do you think we will have similar headlines for #SARSCoV2 vaccine in [----] Salk inactivated polio vaccine is still in use today #virology #history https://t.co/gsj4Exy2am On this day [--] years"
X Link 2020-04-12T11:54Z 55.2K followers, [---] engagements

"Another sad impact of #COVID19 "These Kids With Rare Genetic Diseases Were Part Of Research Into New Treatments. The Coronavirus Has Stopped All Of It." via @dvergano https://www.buzzfeednews.com/article/danvergano/coronavirus-rare-disease-children-research https://www.buzzfeednews.com/article/danvergano/coronavirus-rare-disease-children-research"
X Link 2020-04-29T15:51Z 55.2K followers, [---] engagements

"My youngest just became a teenager today. From toddler to teen overnight it seems. Crazy. Time flies. HBD Henry"
X Link 2020-05-07T11:31Z 55.2K followers, [---] engagements

"Biotech is boomin'. Four IPOs last week. raised $900M. all traded well after their opening. Books were well covered highly concentrated into top 10-20 blue chip buyers - and all were upsized from their initial filings. $LEGN $PLRX $CALT $AMTI"
X Link 2020-06-07T15:02Z 55.2K followers, [---] engagements

"Those crazy Wellesley kids with their edgy graffiti. #ScienceIsCool #STEM"
X Link 2020-06-27T14:07Z 55.2K followers, [---] engagements

"Record-Breaking Biotech Funding Tsunami Of 1H2020 Largest amount of quarterly VC funding ever. Largest amount raised in biotech IPOs in a quarter. Largest total equity capital raised in a quarter. Hopefully we will make new drugs with it https://lifescivc.com/2020/07/the-record-breaking-biotech-funding-tsunami-of-1h2020/ https://lifescivc.com/2020/07/the-record-breaking-biotech-funding-tsunami-of-1h2020/"
X Link 2020-07-15T10:40Z 55.2K followers, [---] engagements

"#FridayFunny My daughter is wonderfully geeky. This morning while making her bagel she casually says "Look Dad my bagel just went through Mi-toast-sis". #GirlsInSTEM #ScienceIsCool #Science"
X Link 2020-08-21T11:44Z 55.2K followers, [---] engagements

"My oldest just passed her driving test So excited for her so nerve-racking for me"
X Link 2020-10-03T11:35Z 55.2K followers, [---] engagements

"If I get COVID I really want the drug called Regeneron. It's a great drug. Makes you feel better today than you did [--] days ago. I've heard it does great things to great people in this great country of America. More Regeneron for everybody in the pandemic"
X Link 2020-10-08T01:13Z 55.2K followers, [---] engagements

"Twitter stock dropped 21% on Friday losing $8B in market cap. Equal to all of $ proceeds raised by the last [--] or so Biotech IPOs combined. in the midst of biggest biotech IPO boom ever. Biotech is buzzing but it remains very small piece of the equity markets vs tech"
X Link 2020-11-02T15:19Z 55.2K followers, [---] engagements

"The Biotech Paradox of 2020: A Year In Review The striking dichotomy of simultaneously experiencing agonizing tragedy alongside buoyant optimism. Surprisingly in many ways [----] was actually the best year ever for biotech. https://lifescivc.com/2021/01/the-biotech-paradox-of-2020-a-year-in-review/ https://lifescivc.com/2021/01/the-biotech-paradox-of-2020-a-year-in-review/"
X Link 2021-01-04T11:38Z 55.2K followers, [---] engagements

"Very proud Dad moment today: my daughter Ashley crushed 66K vertical feet over [--] miles on her snowboard at Loon Mtn. breaking my record. kind of insane. Love it. #Snowboard #SkiNH #SkiTheEast @loonmtn"
X Link 2021-01-04T22:17Z 55.2K followers, [---] engagements

"This rpt from a "friend" of innovative biotech: w/ friends like this who needs enemies So many errors in here. Striking lack of insight into how biopharma ecosystem works. M&A promotes innovation by more efficiently allocating capital talent & ideas: https://lifescivc.com/2020/03/biopharma-ma-drives-more-efficient-resource-allocation/ Today our office released a bombshell report exposing the devastating effects of Big Pharmas mergers and acquisitions. Featuring exclusive interviews with former Immunex and later Amgen employees our report shows how consolidation curbs innovation at the expense"
X Link 2021-01-31T14:57Z 55.2K followers, [---] engagements

"Novel targets arent often easy to drug. After running a truly gold standard discovery campaign and advancing the science around Gasdermins weve decided to shut down @QuenchBio. In the thread below CEO @SamTruex closes the book on this successful failure"
X Link 2021-03-09T12:52Z 55.2K followers, [---] engagements

"Personal Reflection: Empathy In The Workplace Life isn't always easy and many of us have a lot going on underneath the facade but its the emotional connectedness with others that makes all the difference. To those that have been there for me thx you https://lifescivc.com/2021/03/personal-reflection-empathy-in-the-workplace/ https://lifescivc.com/2021/03/personal-reflection-empathy-in-the-workplace/"
X Link 2021-03-16T12:06Z 55.2K followers, [---] engagements

"The response to my post on empathy today has blown me away. Most read blog post ever. Thank you to the hundreds of people who reached out to me to share life stories & challenges so wonderfully inspiring & emotional. We're all in this world together and only once. #Empathy Personal Reflection: Empathy In The Workplace Life isn't always easy and many of us have a lot going on underneath the facade but its the emotional connectedness with others that makes all the difference. To those that have been there for me thx you https://t.co/pszuwaoHRf Personal Reflection: Empathy In The Workplace Life"
X Link 2021-03-17T01:24Z 55.2K followers, [---] engagements

"10 years ago this month I started the LifeSciVC blog. Since March [----] weve had [---] blog posts 2M+ unique pageviews and a broad range of From The Trenches perspectives from executives in our portfolio. Reflections on the past/future of the LifeSciVC media platform: 1/x"
X Link 2021-03-22T11:12Z 55.2K followers, [---] engagements

"Out of pocket drug costs are the issue caused by a broken insurance/formulary system. Fact: Net insulin prices back to Rx cos have been falling for yrs in US. The gross-to-net price bubble distorts the discussion. Pharma is an easy target but lazy & wrong @BernieSanders Cost to manufacture [--] vial of insulin: Around $6 Cost of [--] vial of insulin for consumers: : $9 : $11 : $14 : $7 : $7 : $12 : $98 The American people should not be forced to pay the highest prices on the planet for prescription drugs. Cost to manufacture [--] vial of insulin: Around $6 Cost of [--] vial of insulin for consumers: : $9"
X Link 2021-04-17T13:00Z 55.2K followers, [---] engagements

"Five Macro Risks To Biotech Coming Out of Washington: - Drug pricing - FTC's view of M&A - FDA stance - Interest rates - Tax Policy Key question is how will these resolve & how much the market has already priced in regarding expectations around them. https://lifescivc.com/2021/04/five-macro-risks-to-biotech-coming-out-of-washington/ https://lifescivc.com/2021/04/five-macro-risks-to-biotech-coming-out-of-washington/"
X Link 2021-04-22T11:35Z 55.2K followers, [---] engagements

"Waiving IP has consequences. slippery slope. now they say do insulin next Lets do PD1s after that because cancer is a global crisis. Then lets do Alzheimers. Oh wait we have no drugs for AD yet. and nor will we if there are no patents or reward for innovating Lets do insulin next Lets do insulin next"
X Link 2021-05-06T00:52Z 55.2K followers, [---] engagements

"This post exploded last night. Clarification: Insulin itself is generic. Out of pocket insulin costs are the issue not because of IP but insurance/PBM system failure Takehome: sentiment that you can solve drug availability/access by waiving IP is both wrong & anti-innovation Waiving IP has consequences. slippery slope. now they say do insulin next Lets do PD1s after that because cancer is a global crisis. Then lets do Alzheimers. Oh wait we have no drugs for AD yet. and nor will we if there are no patents or reward for innovating Waiving IP has consequences. slippery slope. now they say do"
X Link 2021-05-06T10:42Z 55.2K followers, [---] engagements

"Americans spent $15B during COVID on retail coffee. We spent over $8B on whiskey and tequila. As a country we spent way less than that on COVID vaccines. In addition to saving countless lives vaccines have been incredibly good value to society"
X Link 2021-05-06T11:54Z 55.2K followers, [---] engagements

"Surprising stat: 50% of biotech's that IPO'd between 2000-2013 have had at least one product approved. 8% of those IPOs actually got [--] products approved. (Thx to Josh Schimmer at Evercore ISI)"
X Link 2021-05-14T15:55Z 55.2K followers, [---] engagements

"Alzheimers is a horrible disease. Today a drug was approved that reduces amyloid. I wish there was more confidence that the drug really works on clinically meaningful endpoints as these patients and families are desperate"
X Link 2021-06-07T16:13Z 55.2K followers, [---] engagements

"Q: If reducing amyloid is approvable why wouldn't $MRK revive verubecestat (BACE) for Accelerated Approval after it's "failed" Ph [--] studies Showed striking amyloid reductions (60-80%) but no real cognitive benefit. How is that diff than Adu This new precedent opens up path"
X Link 2021-06-08T11:39Z 55.2K followers, [---] engagements

"Two major clinical milestones for new modalities in the past few days: The 1st in vivo CRISPR gene editing in TTR with 96% serum reductions by $NTLA The 1st placebo-controlled healthy volunteer TPD study showing dose response to 90% target degradation by $KYMR 1/n"
X Link 2021-06-28T11:10Z 55.2K followers, [---] engagements

"Moderna $MRNA has a market cap today of $93B - that's more than the combined valuations of the last [--] biotech IPOs combined. Wow. Helping to bring a global pandemic to an end - incredible value to patients investors and the world"
X Link 2021-07-09T15:54Z 55.2K followers, [---] engagements

""Immuno-Oncology: The Comeback Kid." - perspective on the progress in I-O from @hotspotthera's CDO Tim Reilly and CEO Jonathan Montagu in the latest From The Trenches blog post. https://lifescivc.com/2021/07/immuno-oncology-the-comeback-kid/ https://lifescivc.com/2021/07/immuno-oncology-the-comeback-kid/"
X Link 2021-07-13T11:34Z 55.2K followers, [---] engagements

"Very proud to be a part of this incredible team at Atlas. Closed our 2nd Opportunity Fund at the hard cap of $300M to support building & scaling our portfolio. Onward & upward Atlas Venture announces closing of $300 million second Opportunity Fund to invest growth capital in Atlas-backed biotech companies. https://t.co/ZqAx5QR65W Atlas Venture announces closing of $300 million second Opportunity Fund to invest growth capital in Atlas-backed biotech companies. https://t.co/ZqAx5QR65W"
X Link 2021-10-01T11:55Z 55.2K followers, [---] engagements

"Atlas loves to back first-time CEOs. Of [--] CEOs in our current active portfolio 71% of them have never done it before. Similar percentage in our [--] public biotech companies. Taking bets on people by backing first-time CEOs is a huge part of our business"
X Link 2021-10-29T16:52Z 55.2K followers, [---] engagements

"Atlas Venture [----] Year In Review Here's our "state of the industry" talk (that we just shared with our LP's at our Annual Meeting) exploring the macro issues & broader sector diving into the biotech VC ecosystem and providing a brief update on Atlas. https://youtu.be/Es1wzWnED-g https://youtu.be/Es1wzWnED-g"
X Link 2021-11-16T11:33Z 55.2K followers, [---] engagements

"Happy holidays Biotwitter Despite the choppy markets feeling great about the long term potential of innovation and this incredible biotech family"
X Link 2021-12-25T23:44Z 55.2K followers, [---] engagements

"Penn State. Class of [----]. So excited for her We are Penn State She apparently knew it [--] years ago #pennstate #psu #weare #nittanylions"
X Link 2022-01-19T02:51Z 55.2K followers, [---] engagements

"Biotech is just so small. $FB lost $200B yesterday due to metaverse investing. which is more than the combined pre-money valuations of the 360+ biotech IPOs since [----]. Trying to make a virtual world vs trying to make real medicines. Both are challenging it seems"
X Link 2022-02-04T13:19Z 55.2K followers, [---] engagements

"Biotech VC continues apace: at $1.9B Feb [----] was the 2nd highest Feb ever in terms of private biotech VC funding in US trailing only Feb [----]. While public mkts are very challenging the long cycle of VC funding for innovation appears more resilient at least for now"
X Link 2022-03-05T12:46Z 55.2K followers, [---] engagements

"Biotech Bears: Jumping A Lower Bar Or A Higher One A few thoughts on what's behind the negative data slump in #biotech. $XBI $NBI https://lifescivc.com/2022/03/biotech-bears-jumping-a-lower-bar-or-a-higher-one/ https://lifescivc.com/2022/03/biotech-bears-jumping-a-lower-bar-or-a-higher-one/"
X Link 2022-03-17T11:12Z 55.2K followers, [---] engagements

"Biotech Fund Flows: Largest week of fund inflows in [--] months. And 3rd consecutive positive week for the sector. #biotech (thx Piper Sandler for sharing metrics from Lipper/AMG Data Services)"
X Link 2022-03-24T22:22Z 55.2K followers, [---] engagements

"The aggregate enterprise value of the biotech sector is now down 64% since Feb [--] [----] peak. The sector is trading well below where it was when the COVID hit. So much for Biopharma saving the world (Thx to Torreya)"
X Link 2022-04-24T17:30Z 55.2K followers, [---] engagements

"Huge #biotech rally since mid-June $XBI up 35%+ Appears to be mostly a melt-up driven by short covering (analysis from Torreya Partners): Biggest gainers have had highest short interest. So while its good to see positive gains we need more fundamental buyers & fund flows"
X Link 2022-07-10T18:31Z 55.2K followers, [---] engagements

"In [----] Top [--] drugs in US treated 45M patients. In [----] Top [--] only treated 9M patients But revenues up 25% because of prices (more expensive rarer/lower prevalence diseases ) McKinsey at #AtlasVentureRetreat"
X Link 2022-10-15T13:17Z 55.2K followers, [---] engagements

"Heres the Atlas Venture [----] Year In Review. This year given the 2+ year rollercoaster in the mkts we start with a deep dive into both the public and private #biotech capital markets then to the industry overall closing with an update on Atlas https://youtu.be/LONM9ekseJ4 https://youtu.be/LONM9ekseJ4"
X Link 2022-11-07T11:21Z 55.2K followers, [---] engagements

"Takeda Acquires Nimbus Tyk2 Autoimmune Program for up to $6B Congrats to @JebKeiper & the @NimbusTx team Here's a blog on the Nimbus' journey - more to come in Chapter [--] Looking fwd to watching 4858's continued success in Takeda's capable hands https://lifescivc.com/2022/12/takeda-acquires-nimbus-tyk2-autoimmune-program/ https://lifescivc.com/2022/12/takeda-acquires-nimbus-tyk2-autoimmune-program/"
X Link 2022-12-13T12:14Z 55.2K followers, [---] engagements

"Biotech Funding: Times Are Tough Maybe For The Better. https://lifescivc.com/2023/04/biotech-funding-times-are-tough-maybe-for-the-better/ https://lifescivc.com/2023/04/biotech-funding-times-are-tough-maybe-for-the-better/"
X Link 2023-04-14T10:49Z 55.2K followers, 98.6K engagements

"What a journey at LLY. Wow. $LLY adds like $75B this morning on GLP1 MACE data. In Aug [----] stock was $50. now $500. 10x in a decade. Not your typical large cap pharma stock"
X Link 2023-08-08T14:24Z 55.2K followers, 19.1K engagements

"Today we said goodbye to JB taken from us far too soon even for DMD. His passion for life was so inspiring. He changed my life and many others in such a positive wonderful way. Rest in peace buddy"
X Link 2023-08-22T17:37Z 55.2K followers, 12.8K engagements

"2023 is almost over. we just finished our Annual Mtg with our LP's and our Atlas Retreat with industry leaders. so it's time to share. Here's our Atlas Venture [----] "Year In Review" #Biotech @Atlasventure https://www.youtube.com/watchv=0DIgT32bFV4 https://lifescivc.com/2023/11/atlas-venture-2023-year-in-review/ https://www.youtube.com/watchv=0DIgT32bFV4 https://lifescivc.com/2023/11/atlas-venture-2023-year-in-review/"
X Link 2023-11-17T18:36Z 55.2K followers, 52.8K engagements

"While biotech has been challenging theres still much to be thankful for - esp the great bio community dedicated to doing well by doing good bringing Rx's to patients.Feel so very fortunate to work in this industry. Wishes of health happiness and gratitude for Thanksgiving"
X Link 2023-11-22T22:08Z 55.2K followers, 20.9K engagements

"Big Carmot Therapeutics M&A today. Huge kudos to The Column Group. First institutional investor in the deal (bought 60% for $2M in 2012) to build fragment-based drug discovery platform. Invested actively over next [--] yrs TCG owned 40% today or $1.2B+. huge win for them"
X Link 2023-12-04T17:33Z 55.2K followers, 34.3K engagements

"$CERE acquisition by $ABBV for $8.7B Perhaps the best bio SPAC exit ever: up 450% since July [----] deal with Perceptive's SPAC. Raised $2B in equity since inception Spun out of $PFE by Bain Capital in [----] Congrats Ron Renaud and the team @biotech1969"
X Link 2023-12-06T23:31Z 55.2K followers, 24.7K engagements

"FTC vs Sanofi/Maze: very bad precedent for gov't overreach. And bad in general for patients in all disease areas FTC continues to create friction in the deal mkt that is so vital to our collaborative biotech ecosystem reliant on external innovation https://www.globenewswire.com/news-release/2023/12/11/2794272/0/en/Press-Release-Statement-on-FTC-challenge-to-proposed-license-agreement-with-Maze-Therapeutics.html https://www.globenewswire.com/news-release/2023/12/11/2794272/0/en/Press-Release-Statement-on-FTC-challenge-to-proposed-license-agreement-with-Maze-Therapeutics.html"
X Link 2023-12-11T21:32Z 55.2K followers, 77.6K engagements

"$XBI has just witnessed the best 2-month stretch EVER for the sector It has seen [--] consecutive weeks of gains up +14% in Nov and +18% more in Dec or 39% off the Oct lows. Fed rates M&A boom good data cash recycling - all conspiring. thx to Jack Bannister at Leerink"
X Link 2024-01-08T17:30Z 55.2K followers, 32.3K engagements

"Surprisingly unusual in biotech: $BGNE doesn't use CROs in clinical developmenmt With [----] internal clin ops folks it believes their in-house approach is 30% cheaper and 30% faster (enrollment and PoC) than industry benchmarks (thx to Andrew Berens at Leerink)"
X Link 2024-01-09T12:42Z 55.2K followers, 81.8K engagements

"Today we should celebrate the perseverance of $VRTX in translating the incredible human genetics of Nav [---] for pain into a drug with Phaase [--] data ready for approval. The commercial market can debate the differentiation and merits vs existing generics but it should be a huge celebration for novel science and the value of the genetic validation of targets in drug discovery - which instills the confidence in expensive long-term multi-candidate R&D programs against these genetic targets"
X Link 2024-01-31T01:27Z 55.2K followers, 50.4K engagements

"$VKTX's obesity data is impressive and it's now a $7B+ market cap. Great case study in R&D success. But it's also a great case study in dilution. Today its a $7B+ mkt cap at $72/share. In [----] Viking's IPO raised $24M at $8/share with a post-money of $75M Mkt cap went up 100x while the stock price only went up 10x. That's the impact of numerous dilutive raises (they raised at $1-5/share a bunch of times): over 90% dilution in [--] years"
X Link 2024-03-09T22:17Z 55.2K followers, 62.2K engagements

""Deconstructing the Diligence Process: An Approach to Vetting New Product Theses" Atlas' @AimeeRaleigh13 opines in a fantastic new blog covering: - Target Validation - Directionality and Druggability - Pharmacology - Path to PoC - Product Opportunity https://lifescivc.com/2024/04/deconstructing-the-diligence-process-an-approach-to-vetting-new-product-theses/ https://lifescivc.com/2024/04/deconstructing-the-diligence-process-an-approach-to-vetting-new-product-theses/"
X Link 2024-04-24T13:41Z 55.2K followers, 20.8K engagements

""Pharmacology: The Anchor for Nearly Every Diligence" Part [--] blog from Atlas' @AimeeRaleigh13 and entrepreneur Haojing Rong covering: - Pharmacokinetics - Pharmacodynamics - Efficacy - Common pitfalls https://lifescivc.com/2024/04/pharmacology-the-anchor-for-nearly-every-diligence/ https://lifescivc.com/2024/04/pharmacology-the-anchor-for-nearly-every-diligence/"
X Link 2024-04-25T11:46Z 55.2K followers, 27K engagements

"When a biotech company says its lead program is ready for Phase [--] but hasnt yet filed an IND doesnt that mean its in what most of us call the Preclinical Development phase J&J is shelling out $850 million to buy Proteologix getting hold of a young roster of bispecific immunology meds including a phase 1-ready asset that targets TSLP. $JNJ https://t.co/Iennc0ucaH J&J is shelling out $850 million to buy Proteologix getting hold of a young roster of bispecific immunology meds including a phase 1-ready asset that targets TSLP. $JNJ https://t.co/Iennc0ucaH"
X Link 2024-05-16T22:39Z 55.2K followers, 38.1K engagements

"A Molecular Biologists Advice For Life. Having just turned [--] Ive been reflecting on my first half-century my passion for science as a lens for looking at the world has been a thread that has run throughout. Here are [--] pieces of advice for college & early career STEM folks. https://lifescivc.com/2024/07/a-molecular-biologists-advice-for-life/ https://lifescivc.com/2024/07/a-molecular-biologists-advice-for-life/"
X Link 2024-07-01T10:30Z 55.2K followers, 61.8K engagements

"A Primer on Early-Stage #Biotech #VC Great perspective from our incredible Atlas colleague Aimee Raleigh. @AimeeRaleigh13 https://lifescivc.com/2024/07/a-primer-on-early-stage-biotech-vc/ https://lifescivc.com/2024/07/a-primer-on-early-stage-biotech-vc/"
X Link 2024-08-01T17:46Z 55.2K followers, 15.2K engagements

"Biotech Risk Cycles: Assets And Platforms. Taking a long term view of how the pendulum of risk appetite swings over time with a [--] year history lesson in biotech. https://lifescivc.com/2024/10/biotech-risk-cycles-assets-and-platforms/ https://lifescivc.com/2024/10/biotech-risk-cycles-assets-and-platforms/"
X Link 2024-10-28T10:40Z 55.2K followers, 30.1K engagements

"Atlas Venture's [----] Year In Review Here's our state of the industry talk for [----]. Interesting times indeed. Covers innovation & impact the investment climate and a brief update on Atlas itself. #biotech @atlasventure https://www.youtube.com/watchv=szwRUERnoOM https://lifescivc.com/2024/11/atlas-venture-2024-year-in-review/ https://www.youtube.com/watchv=szwRUERnoOM https://lifescivc.com/2024/11/atlas-venture-2024-year-in-review/"
X Link 2024-11-18T12:06Z 55.2K followers, 28K engagements

"Biotech capitulation heading into the close of [----]. fund flows leaving the sector in [--] out of [--] weeks of the year. with 80-85% of funds seeing outflows. Silver-lining is that post-capitulation signals the $XBI typically has rallied 16% over the next [--] months. Courtesy of Piper (data from Lipper/AMG)"
X Link 2024-12-27T19:37Z 55.2K followers, 43.2K engagements

"Two excellent healthcare VC ecosystem reports out today from SVB and HSBC. Both have great data and thoughtful perspectives on startup funding exit environment and trends/sub-sectors within healthcare. https://www.business.us.hsbc.com/en/campaigns/innovation-banking/venture-healthcare-report https://www.svb.com/globalassets/trendsandinsights/reports/healthcare/2025/hcie-h1-2025-full-report.pdf/1pr_clt/ https://www.business.us.hsbc.com/en/campaigns/innovation-banking/venture-healthcare-report"
X Link 2025-01-08T22:07Z 55.2K followers, 27.7K engagements

"Impressive new fund between Lilly and A16Z Lilly has been pushing the strategic venture model for years: over a decade ago they did smaller versions of this with their "Capital Funds Portfolio". they backed new strategic funds with both TVM and HealthCare Ventures in 2010-13. They also participated in the DDF in [----]. What's old is new again In an apparently unprecedented move Eli Lilly is partnering with the fabled venture capital firm Andreessen Horowitz on a new fund backed with $500 million of the drug giants money. https://t.co/TRUEtccJZt In an apparently unprecedented move Eli Lilly is"
X Link 2025-01-10T14:05Z 55.2K followers, 50K engagements

"The bigger question for me is whether VC money is the rate-limiting factor today for innovation. I don't think it is: 10x more VC money available today than a decade ago. Promising science is also abundant though translational risk remains high. Shiny new "backable" things are everywhere though. So it's really not money or ideas. The fundamental rate-limiter is talent. Experienced management teams who can navigate thru the R&D labyrinth secure capital & deals and truly lead biotech enterprises . these are truly scarce. Big new funds and sources of capital don't directly solve this talent gap."
X Link 2025-01-10T14:23Z 55.2K followers, 56.2K engagements

"What a journey for Intracellular Therapies Inc ($ITCI) - acquired yesterday at the ripe age of [--] yrs old. Series A of $2.9M in [----]. Moshe Alafi called one of the founders of biotech (whose VC firm backed Cetus Amgen ABI others) was the lead of the A-round. Over next decade the startup raised less than $40M in private capital across at least four rounds - a model of capital efficiency. As the markets opened in [----] ITCI reverse merged with a public shell company (mining company Oneida Resources Corp) and began trading late that year. It already had its gem in hand: in [----] lumateperone"
X Link 2025-01-14T22:28Z 55.2K followers, 34.3K engagements

"One of the most compelling cold email VC pitches I've ever received. very hard to not feel a strong desire to invest in this startup and back this CEO. Can you imagine how fun Board meetings would be Wow"
X Link 2025-03-15T11:53Z 55.2K followers, 73.1K engagements

"FDA turmoil is creating huge uncertainty for biotech. so much institutional knowledge is being lost. and upheaval is never good for productivity. One of the most challenging aspects of this uncertainty is it's not clear (at least to me) what the direction of travel will be for the regulation of new medicines. the "new" FDA could evolve into either a tougher FDA for new patented pharma/biotech drug approvals or will it be an FDA with far lower standards for new "medicines" Several senior FDA leaders have obviously left including some controversial ones. In a number of high profile recent drug"
X Link 2025-04-01T14:53Z 55.2K followers, 47.6K engagements

"Biotech Venture Creation: The Benefits Of Scarcity. The equity markets have collapsed in [----] the IPO window is closed the FDA is in turmoil the NIH is being gutted and its a great time to start new biotech companies. https://lifescivc.com/2025/04/biotech-venture-creation-the-benefits-of-scarcity/ https://lifescivc.com/2025/04/biotech-venture-creation-the-benefits-of-scarcity/"
X Link 2025-04-08T16:49Z 55.2K followers, 26.4K engagements

"Biotech doesnt face an early stage funding deficit. Huge LP commitments made in past few years VC investing is &20-25B per year. More early stage companies isnt necessarily a good thing (see scarcity blog). Not sure what the real problem is were trying to solve with an early stage focused EIF-like fund. If anything the limiting factor in biotech (vs tech) is lack of late-stage private growth capital to allow biotechs to stay private longer at escalating valuations. We have had to push emerging biotechs public to access growth capital via IPOs/FOPOs. And the public mkts are very fickle and"
X Link 2025-04-09T21:07Z 55.2K followers, 59.8K engagements

"Twenty years ago in mid-October [----] I joined @AtlasVenture. Hard to believe - time flies. A big thank you to my partners JF Formela and Peter Barrett who took a bet on me. Both have been great mentors partners and friends. Since [----] I've worked with hundreds of incredible people around the Atlas ecosystem and dozens of biotech startups. So to celebrate this milestone I've done some fun reflecting on my observations of biotech venture. and will have three blogs out this week. Tuesday Part 1: I'll share my thoughts on a few Science/R&D topics relevant for biotech startups. Wednesday Part 2:"
X Link 2025-10-13T22:31Z 55.2K followers, 67.5K engagements

"Twenty Years In Early Stage Biotech VC (Part 1) Here are some observations on the Science of startups from my vantage point as an early stage VC Science-first opportunism beats top-down strategy for deal selection Dont believe what you read in science papers at face value Dont over-value reductionism but also avoid phenotypic over-enthusiasm Rare disease drug development isnt as easy as it seems on paper The single most important value creation activity in biotech is excellent clinical trial execution Novelty is great but only when its unlocking something truly valuable to patients. Be"
X Link 2025-10-14T11:04Z 55.2K followers, 88.8K engagements

"Twenty Years In Early Stage Biotech VC (Part 2): People Continuing in the trifecta of anniversary blogs here are a few observations on people talent and teams: The power of luck Life is short live by the NAR (No Asshole Rule) By the time you know you need a leadership change youre probably late Surround yourself with data-driven truth-seekers The best CEOs understand and are aligned with their current shareholders Most CEOs are either openers or closers rarely both Build lean organizations by encouraging teams to earn the right to grow Fractional leadership in a startup works until it doesnt."
X Link 2025-10-15T11:04Z 55.2K followers, 46.7K engagements

"Drug spending isn't the driver of increasing healthcare costs in any OECD country. Drug spend grew slowly for [--] years (yellow line) while overall healthcare spending outpaces it (blue line). New IQVIA report: https://www.iqvia.com/-/media/iqvia/pdfs/institute-reports/drug-expenditure-dynamics-2000-2022/iqvia-institute-drug-expenditure-dynamics-10-25-forweb.pdf https://www.iqvia.com/-/media/iqvia/pdfs/institute-reports/drug-expenditure-dynamics-2000-2022/iqvia-institute-drug-expenditure-dynamics-10-25-forweb.pdf"
X Link 2025-10-21T15:12Z 55.2K followers, 64.1K engagements

"Cidara $CDTX acquired by Merck. Great case study of longevity and reinvention in biotech. founded [--] years ago (2012) and went public in the prolific IPO window of [----] at $15/share. Even at this $220 takeout price the [----] IPO investors are underwater by 30%. as the reverse-split-adjusted IPO price is $320. Congrats to RA as well as Bain Canaan and BVF who came in big in spring [----] to reacquire CD388 for seasonal flu"
X Link 2025-11-14T13:06Z 55.2K followers, 24.5K engagements

"It took avg of [---] years in drug discovery in [----]. It takes [---] years now nearly [--] years later (accdg to KMR). I'm both frustrated and puzzled by this - where's the "big impact" of massive increases in computational power on shortening drug discovery cycle times"
X Link 2017-11-29T01:12Z 55.2K followers, [---] engagements

"Taking a break from biotech. Super proud of my Mom - she's competing in the USTA Super Senior National Tennis Championship in Arizona at [--] years old this week Way to go"
X Link 2018-01-11T17:50Z 55.2K followers, [---] engagements

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