#  @drrichjlaw Rich Law Rich Law posts on X about $xbi, $exai, $rxrx, san diego the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::315095688/interactions)  - [--] Week [------] -14% - [--] Month [-------] +140% - [--] Months [-------] +1.30% - [--] Year [-------] -23% ### Mentions: [--] [#](/creator/twitter::315095688/posts_active)  - [--] Week [--] +24% - [--] Month [--] +67% - [--] Months [---] +41% - [--] Year [---] -27% ### Followers: [------] [#](/creator/twitter::315095688/followers)  - [--] Week [-----] +0.14% - [--] Month [-----] +0.50% - [--] Months [-----] +8.30% - [--] Year [-----] +18% ### CreatorRank: [-------] [#](/creator/twitter::315095688/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [us election](/list/us-election) [currencies](/list/currencies) [celebrities](/list/celebrities) **Social topic influence** [$xbi](/topic/$xbi), [$exai](/topic/$exai), [$rxrx](/topic/$rxrx), [san diego](/topic/san-diego), [investment](/topic/investment), [sanofi](/topic/sanofi) #86, [$bmy](/topic/$bmy), [russia](/topic/russia), [$nvda](/topic/$nvda), [$sny](/topic/$sny) **Top accounts mentioned or mentioned by** [@biotech2k1](/creator/undefined) [@ft](/creator/undefined) [@bradloncar](/creator/undefined) [@exscientiaai](/creator/undefined) [@yaireinhorn](/creator/undefined) [@angelosgeo](/creator/undefined) [@timopler](/creator/undefined) [@geneinvesting](/creator/undefined) [@ideapharma](/creator/undefined) [@andreagtc](/creator/undefined) [@biotechch](/creator/undefined) [@sciencescanner](/creator/undefined) [@unusualwhales](/creator/undefined) [@recursionpharma](/creator/undefined) [@jmaraganore](/creator/undefined) [@recursionchris](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@daphnezohar](/creator/undefined) [@lifescivc](/creator/undefined) [@applehelix](/creator/undefined) **Top assets mentioned** [Exscientia Ltd. (EXAI)](/topic/$exai) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Sanofi (SNY)](/topic/sanofi) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Synthetify (SNY)](/topic/$sny) [AbbVie Inc (ABBV)](/topic/$abbv) [Pfizer, Inc. (PFE)](/topic/$pfe) [Tesla, Inc. (TSLA)](/topic/$tsla) [Novartis AG (NVS)](/topic/novartis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [Vertex Protocol (VRTX)](/topic/$vrtx) [TrumpCoin (DJT)](/topic/$djt) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Eli Lilly and Company (LLY)](/topic/$lly) [AstraZeneca PLC (AZN)](/topic/$azn) [Evotec SE (EVO)](/topic/$evo) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Blueprint Medicines Corporation (BPMC)](/topic/$bpmc) [Biogen Inc (BIIB)](/topic/$biib) [Moderna Inc (MRNA)](/topic/$mrna) [Johnson & Johnson (JNJ)](/topic/$jnj) [Acadia Pharmaceuticals Inc. (ACAD)](/topic/$acad) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Abivax SA (ABVX)](/topic/$abvx) [Crinetics Pharmaceuticals, Inc. (CRNX)](/topic/$crnx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Avidity Biosciences, Inc. (RNA)](/topic/$rna) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) ### Top Social Posts Top posts by engagements in the last [--] hours ""Encode & automate the process of drug discovery". $EXAI Dont miss @drrichjlaw our Chief Business Officer presenting at the @UK_ASF next week Rich will give an overview on the role of AI automation and partnerships in drug discovery at Exscientia. Learn more about the event here: https://t.co/sXQGjqoTRK Dont miss @drrichjlaw our Chief Business Officer presenting at the @UK_ASF next week Rich will give an overview on the role of AI automation and partnerships in drug discovery at Exscientia. Learn more about the event here: https://t.co/sXQGjqoTRK" [X Link](https://x.com/drrichjlaw/status/1854543118663565670) 2024-11-07T15:15Z [----] followers, [---] engagements "$EXAI $RXRX Live from New York A behind-the-scenes peek at our recent appearance on Live from MarketSite at @Nasdaq. Chief R&D & Chief Commercial Officer Najat Khan & planned CSO & current Exscientia interim CEO David Hallett joined host @kristinaayanian a @Forbes [--] under [--] winner to https://t.co/ZQQHEF326Q Live from New York A behind-the-scenes peek at our recent appearance on Live from MarketSite at @Nasdaq. Chief R&D & Chief Commercial Officer Najat Khan & planned CSO & current Exscientia interim CEO David Hallett joined host @kristinaayanian a @Forbes [--] under [--] winner to" [X Link](https://x.com/drrichjlaw/status/1854900181591851267) 2024-11-08T14:54Z [----] followers, [---] engagements "Dark Blue Therapeutics (Oxford UK) acquired by Amgen for up to $840 million. (I was part of the founding of this way back). https://www.prnewswire.com/news-releases/dark-blue-therapeutics-acquired-by-amgen-for-up-to-840-million-302653960.html https://www.prnewswire.com/news-releases/dark-blue-therapeutics-acquired-by-amgen-for-up-to-840-million-302653960.html" [X Link](https://x.com/drrichjlaw/status/2008668885852320196) 2026-01-06T22:35Z [----] followers, [---] engagements "A 65% premium on Fridays close for $RAPT. $GSK to buy $RAPT Therapeutics maker of food allergy treatment in $2.2B deal https://t.co/ul8f8kbL5c via @DrewQJoseph $GSK to buy $RAPT Therapeutics maker of food allergy treatment in $2.2B deal https://t.co/ul8f8kbL5c via @DrewQJoseph" [X Link](https://x.com/drrichjlaw/status/2013616153860452758) 2026-01-20T14:14Z [----] followers, [----] engagements "This reminds me of a conversation with a pharma BD recently. Often pharma either doesnt believe in the repeatability of a platform or fails to execute on it post M&A so ultimately licensing just makes more sense. $XBI Finally its been covered elsewhere but loved $REGN provocative and self-serving retrospective on biopharma M&A Among [---] deals since [----] 43% (& counting) Failures 2x Winners Among N=290 with known outcomes IRR was an abysmal 8% Licensing IRR outperformed M&A by 4.5x https://t.co/NbU5On4fxi Finally its been covered elsewhere but loved $REGN provocative and self-serving" [X Link](https://x.com/drrichjlaw/status/2013695176108102080) 2026-01-20T19:28Z [----] followers, [----] engagements "@AppleHelix I'm guessing that in a marketing distortion of reality this is equating a desirable high fibre high protein high satiety but low calorie & low glycemic index meal with the role of Glp1" [X Link](https://x.com/drrichjlaw/status/2014500139747140047) 2026-01-23T00:47Z [----] followers, [---] engagements "@Biohazard3737 The [--] speed economy is continuing to diverge. The numbers we are fed (like GDP inflation etc.) completely smudge this inequality. It was obviously never a good idea to elect billionaires to fix this" [X Link](https://x.com/drrichjlaw/status/2016356073108865143) 2026-01-28T03:42Z [----] followers, [---] engagements "Biopharma sentiment is surging. $XBI https://endpoints.news/biopharma-sentiment-index-q1-2026 https://endpoints.news/biopharma-sentiment-index-q1-2026" [X Link](https://x.com/drrichjlaw/status/2016521385070448722) 2026-01-28T14:38Z [----] followers, [---] engagements "And meanwhile US consumer confidence hits a [--] year low illustrating how biotech is often counter-cyclical to the wider economy. $XBI https://www.ft.com/content/79ebdce7-6fe3-4221-8d17-b36281f61953 https://www.ft.com/content/79ebdce7-6fe3-4221-8d17-b36281f61953" [X Link](https://x.com/drrichjlaw/status/2016522532426502287) 2026-01-28T14:43Z [----] followers, [---] engagements "@jms42982 People call it a bubble when that happens" [X Link](https://x.com/drrichjlaw/status/2016627350289731926) 2026-01-28T21:40Z [----] followers, [--] engagements "@Varro_Analytics @HAYA_lncRNA Weird. The water-melon related to Kherson region of Ukraine (my wife is Ukrainian) and nothing to do with Hamas and I've never written anything related to hating jews or anyone else. Bizarre. Please can you delete this post" [X Link](https://x.com/drrichjlaw/status/2016729887663673699) 2026-01-29T04:27Z [----] followers, [--] engagements "@FrancesWangTV Come to San Diego - the coyotes are taking over and you'd have them in almost every video" [X Link](https://x.com/drrichjlaw/status/2016745434715472073) 2026-01-29T05:29Z [----] followers, [---] engagements "@Roadman_Podcast Tbf the uninvited wheel sucker happens to guys too - probably more often in reality. You could argue it's a complement even if I agree it would always be more polite to say something like "do you mind if I sit here" And I get why it maybe feels different for women" [X Link](https://x.com/drrichjlaw/status/2016878695236137227) 2026-01-29T14:18Z [----] followers, [----] engagements "@AAMortazavi Well geopolitically risky maybe but not too surprising given the direction of travel and rhetoric for the last [--] years. Is US foreign policy pushing everyone (UK Canada EU) into the arms of China" [X Link](https://x.com/drrichjlaw/status/2016979802499281131) 2026-01-29T21:00Z [----] followers, [---] engagements "@princetongb @JoseRestonVA @AdamSinger If I remember rightly Zurich airport is also a mall which helps" [X Link](https://x.com/drrichjlaw/status/2016993063173050457) 2026-01-29T21:53Z [----] followers, [--] engagements "@bradloncar @Keir_Starmer 🤦" [X Link](https://x.com/drrichjlaw/status/2016995388469948426) 2026-01-29T22:02Z [----] followers, [---] engagements "We need more nuanced cell state conscious biological targets in I&I than just blocking TNF & IL receptors like we a hammer & everything we see is a nail. And now $AMGN returns its OX40 drug candidate rocatinlimab to Kyowa. And now $AMGN returns its OX40 drug candidate rocatinlimab to Kyowa" [X Link](https://x.com/drrichjlaw/status/2017287360476749875) 2026-01-30T17:22Z [----] followers, [----] engagements "@adamseconomics Welcome to the world of meme stocks" [X Link](https://x.com/drrichjlaw/status/2017390827266527732) 2026-01-31T00:13Z [----] followers, [---] engagements "@matthewherper @ashishkjha @dunkindonuts Yeah but San Diego . . " [X Link](https://x.com/drrichjlaw/status/2017724665633099817) 2026-01-31T22:20Z [----] followers, [---] engagements "@BioStocks Ouch. $BIIB risking extinction. Needs big changes but nothing is fast in pharma" [X Link](https://x.com/drrichjlaw/status/2019796556782915883) 2026-02-06T15:33Z [----] followers, [---] engagements "Be interesting to hear from Dutch biotech VCs about how they think this effect them. Does it effectively make fund raising as a founder impossible because you suddenly owe tax on what your shares are theoretically worth That sounds mad Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on" [X Link](https://x.com/drrichjlaw/status/2022097872347693180) 2026-02-12T23:57Z [----] followers, [----] engagements "I feel like I've been saying this for years. Early stage investors over-index on a perception of target validation avoid novelty & under-index on the power of crowding to destroy their ROI. It may be that failure to count competitors stampeding towards your de-risked target is now the single biggest reason drug R&D programs fail in Phase [--] & [--]. "Commercial" termination overtakes "efficacy" circa 2019: https://t.co/YFZxV3SkdT Recent oncology example (TIGIT It may be that failure to count competitors stampeding towards your de-risked target is now the single biggest reason drug R&D programs" [X Link](https://x.com/drrichjlaw/status/2022404714592375040) 2026-02-13T20:17Z [----] followers, [----] engagements "Roche enters way too late into the obesity & diabetes space with a definitive merger agreement to acquire Carmot Therapeutics for $2.7B upfront and additional milestone payments of up to USD [---] million. $RHHBY $ROG.SW https://www.roche.com/investors/updates/inv-update-2023-12-04 https://www.roche.com/investors/updates/inv-update-2023-12-04" [X Link](https://x.com/drrichjlaw/status/1731568813731192842) 2023-12-04T06:59Z [----] followers, [---] engagements "$EXAI + $RXRX 🚀 On Nov. [--] join the call On Nov. [--] we announced that Exscientia & @RecursionPharma shareholders have approved the proposed business combination. On Wed. Nov. [--] 7:30am ET 5:30am MT 12:30pm GMT were holding a special update call to discuss the next chapter after the https://t.co/YwEZqBLU0B On Nov. [--] join the call On Nov. [--] we announced that Exscientia & @RecursionPharma shareholders have approved the proposed business combination. On Wed. Nov. [--] 7:30am ET 5:30am MT 12:30pm GMT were holding a special update call to discuss the next chapter after the https://t.co/YwEZqBLU0B" [X Link](https://x.com/drrichjlaw/status/1858567380580134979) 2024-11-18T17:46Z [----] followers, [----] engagements "$EXAI ---- $RXRX. 🥹" [X Link](https://x.com/drrichjlaw/status/1858910681208180917) 2024-11-19T16:30Z [----] followers, [----] engagements "San Diego AI biotech Iambic raises $100M round via Cathie Woods ARK Invest and Regeneron Ventures alongside existing backers that include Abingworth Ascenta Capital and Catalio Capital Management. https://endpoints.news/ai-biotech-iambic-raises-100m-from-ark-regeneron https://endpoints.news/ai-biotech-iambic-raises-100m-from-ark-regeneron" [X Link](https://x.com/drrichjlaw/status/1987936846899532078) 2025-11-10T17:34Z [----] followers, [----] engagements "@NotGenentech The way Abbvie managed that was one of the drivers of drug pricing ending up in the IRA bill" [X Link](https://x.com/drrichjlaw/status/2019077591144227287) 2026-02-04T15:56Z [----] followers, [--] engagements "@AppleHelix Really weird & confusing. What is the truth here @DrMakaryFDA going on TV to say that the $MRNA vaccine failed @VPrasadMDMPH saying they didnt run the comparison & both doing so before Moderna even submitted the application But they did run it and it did show benefit Huh" [X Link](https://x.com/drrichjlaw/status/2021594742463824066) 2026-02-11T14:38Z [----] followers, [----] engagements "@yaireinhorn @sanofi @WSJ Belen has done a good job managing the complex conglomerate that is Merck KGaA. But she hasn't necessarily done a better job than Paul in rebuilding a pharma pipeline which is what Sanofi need. I'm not sure what this really achieves" [X Link](https://x.com/drrichjlaw/status/2022311394960658473) 2026-02-13T14:06Z [----] followers, [---] engagements "@ideapharma 👏 - congrats on everything you achieved Mike and good luck with your next adventures" [X Link](https://x.com/drrichjlaw/status/2022315026993021174) 2026-02-13T14:20Z [----] followers, [---] engagements "J&J $JNJ to Acquire Ambrx Biopharma $AMAM for their oncology ADC pipeline for $2bn/$28 a share (100% above Fridays close). $XBI #JPM2024 https://www.businesswire.com/news/home/20240108905189/en/Johnson-Johnson-to-Acquire-Ambrx-Advancing-Next-Generation-Antibody-Drug-Conjugates-to-Transform-the-Treatment-of-Cancer https://www.businesswire.com/news/home/20240108905189/en/Johnson-Johnson-to-Acquire-Ambrx-Advancing-Next-Generation-Antibody-Drug-Conjugates-to-Transform-the-Treatment-of-Cancer" [X Link](https://x.com/drrichjlaw/status/1744348456259612814) 2024-01-08T13:20Z [----] followers, [---] engagements "In atypical Big Pharma-VC pact Gilead secures $210M from Abingworth to fund Trodelvy trials. $GILD #pharma https://www.fiercepharma.com/pharma/atypical-big-pharma-vc-pact-gilead-secures-210m-trodelvy-funding-abingworth https://www.fiercepharma.com/pharma/atypical-big-pharma-vc-pact-gilead-secures-210m-trodelvy-funding-abingworth" [X Link](https://x.com/drrichjlaw/status/1763268700574986250) 2024-02-29T18:23Z [----] followers, [---] engagements "Flagship investment Omega Therapeutics stops lead program and CEO Mahesh Karande leaves for "personal reasons" - CBO takes over. $OMGA https://www.globenewswire.com/news-release/2024/11/14/2981593/0/en/Omega-Therapeutics-Announces-Successful-Completion-of-Phase-1-Trial-for-Novel-Epigenomic-Controller-Prioritized-Pipeline-Leadership-Changes-and-Third-Quarter-2024-Financial-Results.html" [X Link](https://x.com/drrichjlaw/status/1858454837857341524) 2024-11-18T10:18Z [----] followers, [---] engagements "The piece on CNBC Cures from @BeckyQuick about her daughter's syngap condition was really moving This is a rare disease but as she pointed out rare disease is not rare at all when you add them all up: [--] million patients. Biotechs like Camp4 $camp are working on syngap" [X Link](https://x.com/drrichjlaw/status/2009338028523991372) 2026-01-08T18:54Z [----] followers, [---] engagements "@BStulberg Well tbf most of the sporting obsession in the US is with [--] sports that most of the rest of the world dont really play. I.e. it is actually the US that are into niche sports and it might be the biggest reason they underperform at more global sports per capita" [X Link](https://x.com/drrichjlaw/status/2022092576812421318) 2026-02-12T23:36Z [----] followers, [----] engagements "This is why everyone working on the same targets in biotech/pharma (VCs) hurts everyone. [---] clinical trials of TIGIT inhibs cost $3.5Bn & involved [-----] patients. None worked. Herding amplifies loss in an industry that has a 95% failure rate. https://bmjoncology.bmj.com/content/5/1/e001037 https://bmjoncology.bmj.com/content/5/1/e001037" [X Link](https://x.com/drrichjlaw/status/2022401508554506338) 2026-02-13T20:04Z [----] followers, 19.1K engagements "And everyone wants to pretend that it's competition from China that is the problem getting an ROI in western biotech . . . This is why everyone working on the same targets in biotech/pharma (VCs) hurts everyone. [---] clinical trials of TIGIT inhibs cost $3.5Bn & involved [-----] patients. None worked. Herding amplifies loss in an industry that has a 95% failure rate. https://t.co/3ZA9Zmy35E This is why everyone working on the same targets in biotech/pharma (VCs) hurts everyone. [---] clinical trials of TIGIT inhibs cost $3.5Bn & involved [-----] patients. None worked. Herding amplifies loss in an" [X Link](https://x.com/drrichjlaw/status/2022403233063579724) 2026-02-13T20:11Z [----] followers, [----] engagements "@PrezCamacho It is fair that that is the true issue that needs fixing. However is just the reg environment or also aspects around site coordination & patient recruitment which are exacerbated by crowding (indirectly)" [X Link](https://x.com/drrichjlaw/status/2022529852742553674) 2026-02-14T04:34Z [----] followers, [--] engagements "@seahawkmjk @DmitryKovalchuk @Osinttechnical Well that's nice. Lukoil have spent [--] years enriching Putin and now you'd like him to stop. Too late. Lukoil needs to go to zero along with it's true master" [X Link](https://x.com/drrichjlaw/status/1499455266500268032) 2022-03-03T18:42Z [----] followers, [--] engagements "Platinum Asset Management's Bianca Ogden is excited about Exscientia ($EXAI) a UK biotech that combines computer sciences & biotech. It has an emerging pipeline ongoing clinical trials & various partnerships within the pharmaceutical sector. https://www.livewiremarkets.com/wires/dr-bianca-ogden-the-healthcare-insider https://www.livewiremarkets.com/wires/dr-bianca-ogden-the-healthcare-insider" [X Link](https://x.com/drrichjlaw/status/1632740428876242944) 2023-03-06T13:50Z [----] followers, [----] engagements "Skynet is forming; AI drone 'killed operator' after going rogue on simulation (beware; the @Telegraph is fos - this didn't really happen) https://www.telegraph.co.uk/world-news/2023/06/02/us-air-force-ai-military-drone-goes-rogue-simulation/ https://www.telegraph.co.uk/world-news/2023/06/02/us-air-force-ai-military-drone-goes-rogue-simulation/" [X Link](https://x.com/drrichjlaw/status/1664589462779699203) 2023-06-02T11:07Z [----] followers, [---] engagements "Glasgow university spinout Chemify raises $43mn to digitise chemistry - via @FT https://on.ft.com/456wE88 https://on.ft.com/456wE88" [X Link](https://x.com/drrichjlaw/status/1686441162637266966) 2023-08-01T18:18Z [----] followers, [---] engagements "@doepke_michel Blueprint $BPMC reminds me of Vertex 10-15 years ago ( $VRTX). I'm mostly just a huge admirer of what they have achieved from a purely drug R&D perspective. But they look like a big pharma in the making and one of my favourite (other) biotech companies for the medium/long term" [X Link](https://x.com/drrichjlaw/status/1740467389295169537) 2023-12-28T20:18Z [----] followers, [---] engagements "@BiotechCH @US_FDA @angelosgeo @MereoBioPharma @ScotsKnight2 Tbanks @BiotechCH for a great event. Enjoy a great year for biotech in [----] all 🥳 #JPM24 $XBI" [X Link](https://x.com/drrichjlaw/status/1745924063166603431) 2024-01-12T21:41Z [----] followers, [----] engagements "@RNAiAnalyst Bodes well for $MREO valuation which now looks well off" [X Link](https://x.com/drrichjlaw/status/1749720288428749298) 2024-01-23T09:06Z [----] followers, [----] engagements "Steven Cohen's (@StevenACohen2) Point72 Asset Management (@p72vc) Acquires New Stake in Arcutis Biotherapeutics Inc. $ARQT $XBI https://finance.yahoo.com/news/steven-cohens-point72-asset-management-200420325.html https://finance.yahoo.com/news/steven-cohens-point72-asset-management-200420325.html" [X Link](https://x.com/drrichjlaw/status/1753316518463475983) 2024-02-02T07:16Z [----] followers, [----] engagements "BIO-Europe conference panel offers insights into AIs ascent in pharma (panel discussion partial transcript) - Exscientia J&J Insilico and Merck KgaA. $EXAI $JNJ $MKKGY https://www.the-yuan.com/805/BIO-Europe-2023-conference-panel-offers-insights-into-AI-s-ascent-in-pharma.html https://www.the-yuan.com/805/BIO-Europe-2023-conference-panel-offers-insights-into-AI-s-ascent-in-pharma.html" [X Link](https://x.com/drrichjlaw/status/1755524089815412927) 2024-02-08T09:28Z [----] followers, [----] engagements "Your daily addition to the scams within the scam that's within the scam that is the completely worthless $DJT Trump Media's accounting firm whose other clients include Lingerie Fighting Championships Inc. has had a string of regulatory issues including a 100% deficiency rate on audits reviewed by a US watchdog $DJT https://t.co/VgK21WhdGb via @bpolitics Trump Media's accounting firm whose other clients include Lingerie Fighting Championships Inc. has had a string of regulatory issues including a 100% deficiency rate on audits reviewed by a US watchdog $DJT https://t.co/VgK21WhdGb via" [X Link](https://x.com/drrichjlaw/status/1777397472358289635) 2024-04-08T18:05Z [----] followers, [---] engagements "Given today's Xaira news highlighted few other big VC raises here's a look at what Altos Labs might be up in their $3bn quest to slow aging. #longevity (thanks @Arjun_J_Kumar). Great work from @AlexJColville. Wonder what that secretive longevity company funded w/ $3B from @JeffBezos and @yurimilner has been working on SCOOP: @altos_labs latest public program is an oligonucleotide inhibiting the retrotransposon LINE-1 to treat progeria. https://t.co/ynsQL2sT8X Wonder what that secretive longevity company funded w/ $3B from @JeffBezos and @yurimilner has been working on SCOOP: @altos_labs" [X Link](https://x.com/drrichjlaw/status/1782886715197124718) 2024-04-23T21:38Z [----] followers, [---] engagements "Biogen $BIIB buys private biotech Human Immunology Biosciences (HI-Bio) for $1.15bn upfront plus $650mn in milestones for Felzartamab their P3 CD38 antibody for immunosuppression. $XBI. https://www.globenewswire.com/news-release/2024/05/22/2886382/0/en/Biogen-Bolsters-Late-Stage-Pipeline-Expands-Immunology-Portfolio-with-Agreement-to-Acquire-Human-Immunology-Biosciences.html https://www.globenewswire.com/news-release/2024/05/22/2886382/0/en/Biogen-Bolsters-Late-Stage-Pipeline-Expands-Immunology-Portfolio-with-Agreement-to-Acquire-Human-Immunology-Biosciences.html" [X Link](https://x.com/drrichjlaw/status/1793246975476797898) 2024-05-22T11:46Z [----] followers, [---] engagements "The [--] biggest pharma layoffs amongst the thousands; BMS Bayer Takeda Pfizer and Novartis. $BMY $BAYN $PFE $TAK $NVS https://www.biospace.com/article/the-6-largest-biopharma-layoffs-of-2024-so-far/ https://www.biospace.com/article/the-6-largest-biopharma-layoffs-of-2024-so-far/" [X Link](https://x.com/drrichjlaw/status/1801166685891633413) 2024-06-13T08:16Z [----] followers, [----] engagements "$MREO finally breaking out of the range it has been stuck in for [--] months. IMHO it is 4x undervalued $XBI" [X Link](https://x.com/drrichjlaw/status/1801616372041986074) 2024-06-14T14:03Z [----] followers, [----] engagements "The Next Big Thing: Molecules & Machine Learning via WisdomTree featuring Exscientia's Ben Taylor. The panel discusses how generative AI can revolutionise the search for novel drugs & Exscientias pioneering approach to AI drug discovery. $EXAI $XBI https://www.youtube.com/watchv=bUOLWLKKa3U https://www.youtube.com/watchv=bUOLWLKKa3U" [X Link](https://x.com/drrichjlaw/status/1803083859631771659) 2024-06-18T15:14Z [----] followers, [---] engagements "J&J details Phase [--] success of autoimmune disease drug touting broader range than argenxs Vyvgart $JNJ $ARGX $XBI https://endpts.com/jj-details-phase-3-success-of-autoimmune-disease-drug-touting-broader-range-than-argenxs-vyvgart/ https://endpts.com/jj-details-phase-3-success-of-autoimmune-disease-drug-touting-broader-range-than-argenxs-vyvgart/" [X Link](https://x.com/drrichjlaw/status/1806717184846037130) 2024-06-28T15:51Z [----] followers, [---] engagements "A good time to remind everyone how the world is set-up. $CWRD Major U.S. air carriers ground flights as mass IT outage hits Windows users https://t.co/ltmhuQZJKw Major U.S. air carriers ground flights as mass IT outage hits Windows users https://t.co/ltmhuQZJKw" [X Link](https://x.com/drrichjlaw/status/1814222750338195671) 2024-07-19T08:56Z [----] followers, [----] engagements "Maybe also a good time to remind people that Crowdstrike $CWRD has a P/E of [---] (fwd PE of 60+). That is ridonkulous" [X Link](https://x.com/drrichjlaw/status/1814240496400613872) 2024-07-19T10:06Z [----] followers, [---] engagements "Senator Kelly looks like Commander Stinger (James Tolkan) from Topgun. Oh he actually flew F14s And the space shuttle & space station And crucially he's a senator that talks like a normal empathetic human being Wow - what are you waiting for @KamalaHarris My first flight went about as well as loose change in a cockpit literally. My last flight brought my crew home from the @Space_Station and was Space Shuttle Endeavours final flight. Its not about how good you are when you start its about how good you push yourself to be. https://t.co/XV6FDUVmpI My first flight went about as well as loose" [X Link](https://x.com/drrichjlaw/status/1816018769296118134) 2024-07-24T07:53Z [----] followers, [---] engagements "Recursion Announces Phase [--] Data of REC-994 a First-in-Disease Investigational Treatment for Symptomatic Cerebral Cavernous Malformation (CCM) has Met its Primary Endpoint of Safety and Tolerability $RXRX $EXAI https://ir.recursion.com/news-releases/news-release-details/recursion-announces-phase-2-data-rec-994-first-disease https://ir.recursion.com/news-releases/news-release-details/recursion-announces-phase-2-data-rec-994-first-disease" [X Link](https://x.com/drrichjlaw/status/1830944306758328527) 2024-09-03T12:21Z [----] followers, [----] engagements "Is Sanofi making a move into obesity French pharma invests $27M into Ventyx - NLRP3 for CNS & metabolic disease $VYTX $SNY https://endpts.com/is-sanofi-making-a-move-into-obesity-french-pharma-invests-27m-into-ventyx/ https://endpts.com/is-sanofi-making-a-move-into-obesity-french-pharma-invests-27m-into-ventyx/" [X Link](https://x.com/drrichjlaw/status/1838242026334167442) 2024-09-23T15:40Z [----] followers, [---] engagements "Hyperphophotasia (HPP) is caused by any of [---] different loss-of-function mutations in the ALPL gene. The Enobia/Alexion/AZ ERT Strensiq was developed for this disease but is only dosed to 1/10-1/20th of patients based on severity due to cost & side effects of ERT. ICYMIY this #ASBMR2024 poster from the Milln Lab @exscientiaAI & @rallybio showing for the first time that ENPP1 is a druggable target for late-onset HPP. We're currently developing an ENPP1i with improved properties compared with REV101 to address unmet need in HPP https://t.co/v2izocL8yl ICYMIY this #ASBMR2024 poster from the" [X Link](https://x.com/drrichjlaw/status/1840725980165345359) 2024-09-30T12:10Z [----] followers, [---] engagements "Notable Labs $NTBL files for bankruptcy ending ambitions for phase [--] PLK1 inhibitor licensed from Boehringer for oncology. https://www.fiercebiotech.com/biotech/notable-labs-files-bankruptcy-ending-ambitions-boehringer-cancer-drug https://www.fiercebiotech.com/biotech/notable-labs-files-bankruptcy-ending-ambitions-boehringer-cancer-drug" [X Link](https://x.com/drrichjlaw/status/1846543399458861184) 2024-10-16T13:27Z [----] followers, [---] engagements ""I think well move to a techbio model where we will be a tech company with deep therapeutic capability. People will move around the organization much more including beyond R&D." $SNY $EXAI https://endpts.com/qa-sanofis-rd-head-reflects-on-his-first-year-a-post-dupixent-future-and-finding-an-identity/ https://endpts.com/qa-sanofis-rd-head-reflects-on-his-first-year-a-post-dupixent-future-and-finding-an-identity/ https://endpts.com/qa-sanofis-rd-head-reflects-on-his-first-year-a-post-dupixent-future-and-finding-an-identity/" [X Link](https://x.com/drrichjlaw/status/1847309245542174800) 2024-10-18T16:10Z [----] followers, [----] engagements "An evaluation of ML/MM end-state corrections with mechanical embedding to calculate relative protein-ligand binding free energies. Much higher precision for a fraction of the computational cost compared to the ML/MM calcs. $EXAI https://arxiv.org/abs/2410.16818 https://arxiv.org/abs/2410.16818" [X Link](https://x.com/drrichjlaw/status/1849078479494488206) 2024-10-23T13:20Z [----] followers, [---] engagements "Bayer cuts profits forecast and reports 4bn loss $BAYN https://www.ft.com/content/651762fa-a3f7-423f-bd8e-dbce16e785b4 https://www.ft.com/content/651762fa-a3f7-423f-bd8e-dbce16e785b4" [X Link](https://x.com/drrichjlaw/status/1856316641203593272) 2024-11-12T12:42Z [----] followers, [----] engagements "@MarkKleinmanSky That sounds like a weird rumour. Are you sure that it's not just planted in an attempt to boost the $INCY share price temporarily" [X Link](https://x.com/drrichjlaw/status/1858987652697215235) 2024-11-19T21:36Z [----] followers, [----] engagements "Well as predicted . . . $EVT/ $EVO should be up not down on the news. Beyond the lack of strategic fit of this there's also the rather predatory valuation timing and Evotec will know that they can build that back up. https://www.prnewswire.com/news-releases/halozyme-withdraws-proposal-to-acquire-evotec-following-evotecs-unwillingness-to-engage-in-discussions-302314226.html https://www.prnewswire.com/news-releases/halozyme-withdraws-proposal-to-acquire-evotec-following-evotecs-unwillingness-to-engage-in-discussions-302314226.html" [X Link](https://x.com/drrichjlaw/status/1859974516862226869) 2024-11-22T14:57Z [----] followers, [----] engagements "Acadia $ACAD licenses rights to Saniona's SAN711 a phase [--] GABAA-3 PAM tremor asset for $28M upfront $582M biobucks deal. https://www.fiercebiotech.com/biotech/acadia-nabs-rights-sanionas-tremor-asset-582m-biobucks-deal https://www.fiercebiotech.com/biotech/acadia-nabs-rights-sanionas-tremor-asset-582m-biobucks-deal" [X Link](https://x.com/drrichjlaw/status/1861808025117339775) 2024-11-27T16:23Z [----] followers, [---] engagements "BeiGene licenses SYH2039 a MAT2A inhibitor from Chinese company CSPC Zhongqi Pharmaceutical Technology for $150M deal to follow cancer combo trail blazed by Amgen and Ideaya. https://www.fiercebiotech.com/biotech/beigene-inks-150m-deal-follow-cancer-combo-trail-blazed-amgen-and-ideaya https://www.fiercebiotech.com/biotech/beigene-inks-150m-deal-follow-cancer-combo-trail-blazed-amgen-and-ideaya" [X Link](https://x.com/drrichjlaw/status/1868255707642097755) 2024-12-15T11:24Z [----] followers, [----] engagements "Ottimo raises $140mn in pursuit of $100bn market for new cancer drugs - via @FT $XBI https://on.ft.com/41MOcYk https://on.ft.com/41MOcYk" [X Link](https://x.com/drrichjlaw/status/1871209540727066755) 2024-12-23T15:01Z [----] followers, [----] engagements ""BeiGene $ONC is currently trading at a BIOSECURE 50% discount. A buyout deal should come with a 100% premium which would put its value at more than $40 billion similar to what Pfizer paid for Seagen." With BIOSECURE in limbo should BeiGene or Legend sell itself in [----] Analysts weigh in https://t.co/HD2O944sO0 With BIOSECURE in limbo should BeiGene or Legend sell itself in [----] Analysts weigh in https://t.co/HD2O944sO0" [X Link](https://x.com/drrichjlaw/status/1877466642591994263) 2025-01-09T21:25Z [----] followers, [---] engagements "@Biotech2k1 Vertex is a great example of both a winner but also of intentionally picking indications and a commercial strategy that can work as smaller company. There are [----] biotechs mostly working in the areas that pharma are best positioned to commercialise" [X Link](https://x.com/drrichjlaw/status/1879563016242618658) 2025-01-15T16:15Z [----] followers, [---] engagements "@BiotechCH @cngarabedian @TimOpler @SamFazeli8 @BrianSkorney @luba_greenwood @daphnezohar @bradloncar @LifeSciVC @MatteisPaul @t_lorriman @JMaraganore @mpreminger Will Stargate launch $RXRX into another dimension" [X Link](https://x.com/drrichjlaw/status/1882835448994869633) 2025-01-24T16:58Z [----] followers, [---] engagements "Novartis buys Blackstone's Anthos Therapeutics for up to $3.1Bn ($925M upfront $2.15Bn in m/s). https://www.reuters.com/markets/deals/novartis-agrees-acquire-anthos-up-31-bln-2025-02-11/ https://www.reuters.com/markets/deals/novartis-agrees-acquire-anthos-up-31-bln-2025-02-11/" [X Link](https://x.com/drrichjlaw/status/1889378695879528648) 2025-02-11T18:19Z [----] followers, [---] engagements "@GeneInvesting I think he just needs sunlight. I suggest we all move to San Diego. There is biotech there but also sun" [X Link](https://x.com/drrichjlaw/status/1890151135023181896) 2025-02-13T21:28Z [----] followers, [--] engagements "Ex-DeepMind scientist Simon Kohl raises $50M & launches AI drug discovery venture Latent Labs intending to service pharma with GenAI - via @FT https://on.ft.com/4hCJamw https://on.ft.com/4hCJamw" [X Link](https://x.com/drrichjlaw/status/1890767452801315283) 2025-02-15T14:17Z [----] followers, [---] engagements "@Andre_AGTC The $RVMD KRAS molecule looks really good. And obviously they have a ton of cash to do whatever they need to do" [X Link](https://x.com/drrichjlaw/status/1890783485884825660) 2025-02-15T15:21Z [----] followers, [---] engagements "Rallybio being valued at just $30M for the whole company is absolutely nuts $RLYB There are so many disjunctions in this market at the moment - in both directions" [X Link](https://x.com/drrichjlaw/status/1891410053128745397) 2025-02-17T08:51Z [----] followers, [----] engagements "@dudus_777 They are a high tech CRO that has suffered from the downturn in biotech & pharma investment over the last [--] years. I think that along with Evotec $EVT we've seen a bottom there & they now have an opportunity to grow & be cutting edge in the bio eng space" [X Link](https://x.com/drrichjlaw/status/1891474900176515513) 2025-02-17T13:08Z [----] followers, [---] engagements "@Biotech2k1 ASOs do not have more safety concerns directly than RNAi - you just have to solve the delivery challenges in order to dose correctly. I definitely agree that $IONS biggest problem is that they over-partnered but maybe there are coming out of that finally" [X Link](https://x.com/drrichjlaw/status/1891516471597035968) 2025-02-17T15:54Z [----] followers, [---] engagements "@Biotech2k1 The hub-and-spoke model is also difficult to value with $ROIV but they've certainly done some great deals" [X Link](https://x.com/drrichjlaw/status/1891516682494984322) 2025-02-17T15:54Z [----] followers, [--] engagements "Atomwise hires former eFFECTOR Therapeutics biotech vet as CEO amid revealing $45M series C raise & preclinical Tyk2 molecule progress. via @AndrewE_Dunn & @endpts https://endpts.com/exclusive-ai-biotech-atomwise-hires-new-ceo-raises-45m-series-c https://endpts.com/exclusive-ai-biotech-atomwise-hires-new-ceo-raises-45m-series-c" [X Link](https://x.com/drrichjlaw/status/1891832720084369741) 2025-02-18T12:50Z [----] followers, [---] engagements "Recursion CEO: Publicly funded research built the biopharma industry. Now it needs our help. Companies with resources must bridge the gap. From @RecursionChris. 👏 $RXRX https://www.statnews.com/2025/02/19/nih-research-funding-cuts-indirect-costs-sbir-recursion https://www.statnews.com/2025/02/19/nih-research-funding-cuts-indirect-costs-sbir-recursion" [X Link](https://x.com/drrichjlaw/status/1892205669442273336) 2025-02-19T13:32Z [----] followers, [--] engagements "@GeneInvesting @BiomedicalRX @Biotech2k1 Plus $ALNY" [X Link](https://x.com/drrichjlaw/status/1892656272584982849) 2025-02-20T19:23Z [----] followers, [---] engagements "This is a really good long read on the challenges & missteps of the CRISPR therapeutics field. Ultimately the technology is best suited to monogenic rare disease but the economics of the whole field have to get there first. @RLCscienceboss 👏 @endpts https://endpts.com/biotech-is-still-trying-to-make-crispr-a-success/ https://endpts.com/biotech-is-still-trying-to-make-crispr-a-success/" [X Link](https://x.com/drrichjlaw/status/1892844866385625380) 2025-02-21T07:52Z [----] followers, [---] engagements "Dear $HIMS The FDA says Ozempic Wegovy shortage is officially over https://endpts.com/fda-says-ozempic-wegovy-shortage-is-over https://endpts.com/fda-says-ozempic-wegovy-shortage-is-over" [X Link](https://x.com/drrichjlaw/status/1892963549695090872) 2025-02-21T15:44Z [----] followers, [---] engagements "RFK fixing how much US health insurers & PBMs rip off the American public on drug costs would be a real thing with real impact. If Americans knew how much PBMs were ripping them off they would be protesting PBMs favor brand over biosimilars (generics) bc [--]. Rebate Revenue [--]. Spread pricing [--]. Contracting agreements and White Listing [--]. Administrative Admin fees (Pharma to PBMs) [--]. PBM brand vol comt If Americans knew how much PBMs were ripping them off they would be protesting PBMs favor brand over biosimilars (generics) bc [--]. Rebate Revenue [--]. Spread pricing [--]. Contracting agreements and" [X Link](https://x.com/drrichjlaw/status/1893207838534623509) 2025-02-22T07:54Z [----] followers, [----] engagements "What % of your revenue is from the Glp1s Do you intend to continue selling on-patent Glp1 drugs going forwards $HIMS" [X Link](https://x.com/drrichjlaw/status/1893620557884559600) 2025-02-23T11:14Z [----] followers, [----] engagements "@monaco_biotech $BBIO management is clearly very good. They are building a commercial biopharma out of a biotech. They did the work (successfully) and they are still doing it" [X Link](https://x.com/drrichjlaw/status/1894299504397914333) 2025-02-25T08:12Z [----] followers, [---] engagements "@hjluks Interesting if creatine could play a role in muscle mass preservation for those losing weight fast on Glp1 drugs" [X Link](https://x.com/drrichjlaw/status/1894379952662876250) 2025-02-25T13:32Z [----] followers, [---] engagements "@PaulNiland The UK in particular the London property market is still extracting itself from the criminal mess caused by golden visas for "nice" Russian oligarchs" [X Link](https://x.com/drrichjlaw/status/1894810230258835803) 2025-02-26T18:02Z [----] followers, [---] engagements "BridgeBio oncology spinout to go public via combination with Helix Acquisition Corp. II SPAC to create $BBOT worth $949M. $BBIO https://endpts.com/bridgebio-oncology-spinout-to-go-public-via-combination-with-spac-from-cormorant-and-bihua-chen https://endpts.com/bridgebio-oncology-spinout-to-go-public-via-combination-with-spac-from-cormorant-and-bihua-chen" [X Link](https://x.com/drrichjlaw/status/1895512695799165059) 2025-02-28T16:33Z [----] followers, [---] engagements "Bristol Myers buys out cell therapy partner 2seventy bio $TSVT for $286M (a 80% premium on yesterday's close). https://endpts.com/bristol-myers-buys-out-cell-therapy-partner-2seventy-bio/ https://endpts.com/bristol-myers-buys-out-cell-therapy-partner-2seventy-bio/" [X Link](https://x.com/drrichjlaw/status/1899475943556514087) 2025-03-11T15:02Z [----] followers, [---] engagements "165 million Biovelocita II biotech seed fund (via LPs incl. Amgen BMS & Pfizer Ventures) to support EU biotech start-ups. It is part of the broader [---] billion pool of capital that Sofinnova disclosed earlier this month. @SofinnovaVC @ky_lahucik https://endpts.com/sofinnova-raises-e165m-for-new-early-stage-biotech-fund https://endpts.com/sofinnova-raises-e165m-for-new-early-stage-biotech-fund" [X Link](https://x.com/drrichjlaw/status/1901972124899627448) 2025-03-18T12:21Z [----] followers, [---] engagements "Buried in there; "Companies like CoreCivic and GEO Group receive government funding based on the number of people they detain which is why they lobby for stricter immigration policies. CoreCivic made $560m from Ice contracts & GEO Group $763m in [--] yr." https://twitter.com/i/web/status/1902823855342727674 https://twitter.com/i/web/status/1902823855342727674" [X Link](https://x.com/drrichjlaw/status/1902823855342727674) 2025-03-20T20:45Z [----] followers, [---] engagements "Cool to see this exciting new target and drug candidate getting out there and hopefully soon getting to help patients $RXRX Recursion at AACR: Potential first-in-class AI-designed GPR68 antagonists 💡 Two of our posters at the upcoming @AACR Annual Meeting April 25-30 in Chicago will highlight the characterization of our potential first-in-class GPR68 antagonists which are currently in preclinical https://t.co/R2fJ3qUnZM Recursion at AACR: Potential first-in-class AI-designed GPR68 antagonists 💡 Two of our posters at the upcoming @AACR Annual Meeting April 25-30 in Chicago will highlight the" [X Link](https://x.com/drrichjlaw/status/1905027395364807015) 2025-03-26T22:41Z [----] followers, [----] engagements "This is huge in the CV world ( $BMY / $CYTX / $EWTX); Mavacamten (BMS/MyoKardia) fails in Ph3 trial for non-obstructive HCM (ODYSSEY-HCM): https://news.bms.com/news/corporate-financial/2025/Bristol-Myers-Squibb-Provides-Update-on-Phase-3-ODYSSEY-HCM-Trial/default.aspx https://news.bms.com/news/corporate-financial/2025/Bristol-Myers-Squibb-Provides-Update-on-Phase-3-ODYSSEY-HCM-Trial/default.aspx" [X Link](https://x.com/drrichjlaw/status/1911889370501841027) 2025-04-14T21:08Z [----] followers, [----] engagements "Maybe not surprising given the IPF compound failure but Pliant $PLRX is going for a 45% RIF. 😢 $PLRX Pliant Therapeutics Announces Strategic Realignment of Workforce and Operations - PLRX BioPharmCatalyst https://t.co/pT2pu0bm5i $PLRX Pliant Therapeutics Announces Strategic Realignment of Workforce and Operations - PLRX BioPharmCatalyst https://t.co/pT2pu0bm5i" [X Link](https://x.com/drrichjlaw/status/1918302474215055549) 2025-05-02T13:52Z [----] followers, [---] engagements "Bristol Myers $BMY bets $1.5B on BioNTech's PD-L1xVEGF from Chinese Biotheus partner. https://endpts.com/bristol-myers-bets-1-5b-on-biontechs-pd-l1xvegf-from-biotheus https://endpts.com/bristol-myers-bets-1-5b-on-biontechs-pd-l1xvegf-from-biotheus" [X Link](https://x.com/drrichjlaw/status/1929491696787615911) 2025-06-02T10:54Z [----] followers, [---] engagements "Omega Funds matches size of [----] fund with $647M for life sciences startups; @OtelloVC https://endpoints.news/omega-funds-matches-size-of-2021-fund-with-647m-for-life-sciences-startups https://endpoints.news/omega-funds-matches-size-of-2021-fund-with-647m-for-life-sciences-startups" [X Link](https://x.com/drrichjlaw/status/1947274831633793126) 2025-07-21T12:37Z [----] followers, [---] engagements "Evotec shares drop sharply after lowering [----] revenue forecast for [----] to 800M. https://ih.advfn.com/market-news/article/13102/evotec-shares-drop-sharply-after-lowering-2025-revenue-forecast https://ih.advfn.com/market-news/article/13102/evotec-shares-drop-sharply-after-lowering-2025-revenue-forecast" [X Link](https://x.com/drrichjlaw/status/1947505822545699098) 2025-07-22T03:55Z [----] followers, [---] engagements "@PhilipHemme 😢" [X Link](https://x.com/drrichjlaw/status/1947518052527952236) 2025-07-22T04:44Z [----] followers, [--] engagements "Abivax $ABVX shares up over 550% as ulcerative colitis drug scores two Phase [--] wins https://endpoints.news/abivax-shares-up-over-400-as-ulcerative-colitis-drug-scores-two-phase-3-wins/ https://endpoints.news/abivax-shares-up-over-400-as-ulcerative-colitis-drug-scores-two-phase-3-wins/" [X Link](https://x.com/drrichjlaw/status/1948068745655820459) 2025-07-23T17:12Z [----] followers, 17.5K engagements "Revlimid is an immuno-modulatory drug and it would make sense that the immune systems of 75yr olds with multiple myeloma after multiple lines of therapy might not be in the best shape. That doesn't mean that the drug doesn't work in younger age groups in earlier therapy line & in combination with other drugs. https://twitter.com/i/web/status/1950957345649123815 https://twitter.com/i/web/status/1950957345649123815" [X Link](https://x.com/drrichjlaw/status/1950957345649123815) 2025-07-31T16:30Z [----] followers, [--] engagements "FDA approves Ionis ASO drug (donidalorsen branded as Dawnzera) the first RNA-targeted drug for hereditary angioedema or HAE. https://endpoints.news/fda-approves-ionis-rna-targeting-therapy-to-treat-rare-disease-that-causes-swelling-attacks https://endpoints.news/fda-approves-ionis-rna-targeting-therapy-to-treat-rare-disease-that-causes-swelling-attacks" [X Link](https://x.com/drrichjlaw/status/1958627447269990578) 2025-08-21T20:29Z [----] followers, [----] engagements "@ldtimmerman @vintweeta @a16zBioHealth So where are you traversing on Oct. 4th" [X Link](https://x.com/drrichjlaw/status/1963674880660189238) 2025-09-04T18:45Z [----] followers, [--] engagements "I missed mentioning Arrowhead $ARWR here too . . . up 100% since I forgot to write it here 🫣 . . . Go $CRNX 🚀 Would a basket of publically traded San Diego biotechs out-perform the market 🤔 ( $XBI) ( $ACAD $ANAB $RNA $CLDI $CAPR $CRNX $EXEL $FATE $ILMN $LGND $MNOV $NBIX $QDEL $TBIO $TVTX) Would a basket of publically traded San Diego biotechs out-perform the market 🤔 ( $XBI) ( $ACAD $ANAB $RNA $CLDI $CAPR $CRNX $EXEL $FATE $ILMN $LGND $MNOV $NBIX $QDEL $TBIO $TVTX)" [X Link](https://x.com/drrichjlaw/status/1971330299486404944) 2025-09-25T21:45Z [----] followers, [----] engagements "Given the pipeline & potential and this split proposal AnaptysBio ( $ANAB) looks bizarrely undervalued. Another great San Diego biotech. I think many of these disjunctions exist after 3-4 years of this biotech winter" [X Link](https://x.com/drrichjlaw/status/1973371548615712903) 2025-10-01T12:56Z [----] followers, [---] engagements "@therealRYC @KeithSakata I think it was known that parental age increases were a major driver of increased autism rates. The vast majority of the increase in autism numbers are inclusion criteria diagnosis & awareness (60-80%). But what percentage of the 5x increase comes from parental age 10-20%" [X Link](https://x.com/drrichjlaw/status/1976402972239331518) 2025-10-09T21:42Z [----] followers, [---] engagements "Tvardi's $TVRD stock crashes as STAT3 drug fails in Phase [--] in IPF after extensive dropouts from side effects & no efficacy over placebo. Another failure of another pleiotropic growth factor type target in IPF. "Tvardi seemingly wasnt able to do so without causing intolerable side effects." 50% rate in the treatment arms for doses that didn't have efficacy. https://t.co/2KcJ6iSFFD Another failure of another pleiotropic growth factor type target in IPF. "Tvardi seemingly wasnt able to do so without causing intolerable side effects." 50% rate in the treatment arms for doses that didn't have" [X Link](https://x.com/drrichjlaw/status/1977782582059376705) 2025-10-13T17:04Z [----] followers, [----] engagements "Sanofi $SNY inks $500m potential deal with Evoq for access to their antigen delivery nanodisc tech for use in autoimmune. https://www.fiercebiotech.com/biotech/sanofi-inks-500m-deal-evoq-next-gen-autoimmune-tech https://www.fiercebiotech.com/biotech/sanofi-inks-500m-deal-evoq-next-gen-autoimmune-tech" [X Link](https://x.com/drrichjlaw/status/1978871253676233130) 2025-10-16T17:10Z [----] followers, [---] engagements "@yaireinhorn What do you expect will change" [X Link](https://x.com/drrichjlaw/status/1980273592102179145) 2025-10-20T14:03Z [----] followers, [--] engagements "Brilliant to have Denis join us with his vast ASO drug development experience from Regulus Ionis etc. 🚀" [X Link](https://x.com/drrichjlaw/status/1980978387268014102) 2025-10-22T12:43Z [----] followers, [---] engagements "Validates (arguably) Sanofi's acquisition of San Diego biotech Inhibrx. Sanofi drug acquired in buyout succeeds in rare disease trial https://t.co/Sw4uV6Fqal by @Lilah_Alvarado $SNY $BEAM $WVE $KRRO Sanofi drug acquired in buyout succeeds in rare disease trial https://t.co/Sw4uV6Fqal by @Lilah_Alvarado $SNY $BEAM $WVE $KRRO" [X Link](https://x.com/drrichjlaw/status/1981057343585735040) 2025-10-22T17:57Z [----] followers, [----] engagements "@SamDavisEsq You can stand at the outdoor bar at Torrey Pines golf course and point to about $25bn of acquisitions in the last [--] years The other half is still there . . " [X Link](https://x.com/drrichjlaw/status/1981064123426193708) 2025-10-22T18:24Z [----] followers, [--] engagements "Arguably validating Sanofi's investment . . . going well for them today $SNY $VYTX Ventyx Biosciences Announces Positive Topline Results from Phase [--] Study of VTX3232 in Participants with Obesity and Cardiovascular Risk Factors $VYTX Ventyx Biosciences Announces Positive Topline Results from Phase [--] Study of VTX3232 in Participants with Obesity and Cardiovascular Risk Factors" [X Link](https://x.com/drrichjlaw/status/1981112154821710019) 2025-10-22T21:35Z [----] followers, [---] engagements "@MattyKirsh @abbvie I dont think that this is a story of US vs China. It's a story about when you start with what information at the beginning and how efficiently you execute" [X Link](https://x.com/drrichjlaw/status/1981136408942432539) 2025-10-22T23:11Z [----] followers, [---] engagements "@houndcl @DickMedChem @Sanctuary_Bio Agreed. And NLRP3 inhib has many potential CNS and I&I (neuro inflammation) uses. Granted no-one (not Roche Novartis (Inflazome/IFM expensive acquisitions) Novo (Ventus) or Nodthera (yet)) have proven this clinically. Many pharma stopped going after the target" [X Link](https://x.com/drrichjlaw/status/1981146474869387576) 2025-10-22T23:51Z [----] followers, [---] engagements "@LifeSciVC The first author is actually RFK's academic pseudonym" [X Link](https://x.com/drrichjlaw/status/1981151520155697412) 2025-10-23T00:11Z [----] followers, [---] engagements "@Biotech2k1 $IONS or $ARWR as the next $ALNY - discuss" [X Link](https://x.com/drrichjlaw/status/1981716613536547140) 2025-10-24T13:37Z [----] followers, [---] engagements "Biotech Biogen beefs up immunology pipeline with $1B deal for Vanqua's preclinical C5aR1 antagonist https://www.fiercebiotech.com/biotech/biogen-beefs-immunology-pipeline-1b-deal-vanquas-pre-clinical-c5ar1-antagonist https://www.fiercebiotech.com/biotech/biogen-beefs-immunology-pipeline-1b-deal-vanquas-pre-clinical-c5ar1-antagonist" [X Link](https://x.com/drrichjlaw/status/1981757918744834471) 2025-10-24T16:21Z [----] followers, [---] engagements "@A_May_MD @Andre_AGTC Just to insert some breathing space into this $ntla shouting on X today (& not to downplay the event) but DILI tox is on the label of a lot of approved drugs Hy's law is just a level of it & who knows what else one [--] yr old patient (in 600) was also taking. @GeneInvesting" [X Link](https://x.com/drrichjlaw/status/1982999017140457863) 2025-10-28T02:33Z [----] followers, 14.6K engagements "@GeneInvesting To be clear - it needs to be investigated properly. Odd that it wasn't tested for (unless it happened really fast) or that management couldn't have handled this rather better. (I have no position)" [X Link](https://x.com/drrichjlaw/status/1983000094350971243) 2025-10-28T02:37Z [----] followers, [---] engagements "@prmshra @SimonDBarnett We're [--] months off all time lows after an unprecedented [--] year bear market and already people are talking about a bubble. Jeez" [X Link](https://x.com/drrichjlaw/status/1984092299383730334) 2025-10-31T02:57Z [----] followers, [--] engagements "Abivax $ABVX (like Regulus - acq by Novartis) have successfully shown that targeting non-coding miRNA can have disease modifying & lasting affect. Haya Therapeutics are taking that to the next level in targeting cell-state specific LncRNAs to precisely reprogram diseased cells. The story of Abivax ( $ABVX ) told by lead investors @SofinnovaVC (Kinam Hong) and CEO Marc de Garidel. They were [--] hrs from bankruptcy in [----] and now have an $8bn market cap #BioEurope25 https://t.co/4svrtJfspZ The story of Abivax ( $ABVX ) told by lead investors @SofinnovaVC (Kinam Hong) and CEO Marc de Garidel." [X Link](https://x.com/drrichjlaw/status/1985344477335027936) 2025-11-03T13:53Z [----] followers, [----] engagements "@docrodwong I'm sure @MartyMakary will be able to explain this $QURE trainwreck for the FDA . . " [X Link](https://x.com/drrichjlaw/status/1985369112025997663) 2025-11-03T15:30Z [----] followers, [----] engagements "Novartis have really upped their game this year @ #bioeurope25" [X Link](https://x.com/drrichjlaw/status/1985425860241854516) 2025-11-03T19:16Z [----] followers, [----] engagements "@ablT315I @rtnarch There is a bificated economy & we are arguing about this from [--] completely different places. Economic averages are distorting. Telling people "trickle down is coming for you eventually I promise" won't cut it anymore. Trump and Mamdani are both results of the same dysjunction" [X Link](https://x.com/drrichjlaw/status/1985614496874758305) 2025-11-04T07:46Z [----] followers, [--] engagements "Recursion Announces CEO Transition Plan to Drive Next Phase of Growth - Chris to Najat. $RXRX https://ir.recursion.com/news-releases/news-release-details/recursion-announces-ceo-transition-plan-drive-next-phase-growth https://ir.recursion.com/news-releases/news-release-details/recursion-announces-ceo-transition-plan-drive-next-phase-growth" [X Link](https://x.com/drrichjlaw/status/1986036617979564507) 2025-11-05T11:43Z [----] followers, [---] engagements "@davidycli Ha No way pharma is doing revenue share on drugs with ChatGPT That's some serious reality distortion right there" [X Link](https://x.com/drrichjlaw/status/1986318899160162610) 2025-11-06T06:25Z [----] followers, [---] engagements "@GerritD The only way [--] is happening is if OpenAI/Microsoft actually invest in biotech/pharma companies because otherwise there is no way drug revenue gets shared via ChatGPT. Biotech would definitely appreciate the investment & collaboration though" [X Link](https://x.com/drrichjlaw/status/1986319772431110432) 2025-11-06T06:28Z [----] followers, [----] engagements "@davidycli Its only possible if OpenAI/Microsoft do "creative" deals with biotech that then get acquired by pharma (i.e. they invest in them)" [X Link](https://x.com/drrichjlaw/status/1986324433183617088) 2025-11-06T06:47Z [----] followers, [--] engagements "@daphnezohar I went through a phase of being pretty stressed about the conspiratorial & conflict driving edge on everything. But you come to realise that big media live off drama & social media algorithms thrive on it. I feel like I've come through the other side & just see it now" [X Link](https://x.com/drrichjlaw/status/1988035772214284552) 2025-11-11T00:07Z [----] followers, [---] engagements "From [----] to [----] AbbVie poured a total of $1.75 billion into the Calico collaboration . . . https://www.fiercebiotech.com/biotech/abbvie-cuts-ties-calico-100-scientists-after-11-year-partnership https://www.fiercebiotech.com/biotech/abbvie-cuts-ties-calico-100-scientists-after-11-year-partnership" [X Link](https://x.com/drrichjlaw/status/1988761569069793662) 2025-11-13T00:11Z [----] followers, [----] engagements "@BRAINCURES @abbvie @calico That's certainly an interesting way to look at it" [X Link](https://x.com/drrichjlaw/status/1988975085261320392) 2025-11-13T14:19Z [----] followers, [--] engagements "Another day another San Diego biotech acquisition . . . $CDTX Another day another competitive biotech sellside https://t.co/5ULxul3wcV Another day another competitive biotech sellside https://t.co/5ULxul3wcV" [X Link](https://x.com/drrichjlaw/status/1989116091071885344) 2025-11-13T23:40Z [----] followers, [----] engagements "100% premium for a company who's mc was already up 300% this year. Did I mention it was another San Diego biotech acquisition Well done team Cidara $CDTX $MRK x $CDTX Its official: Merck will acquire Cidara for $221.50 per share in cash for a total transaction value of approximately $9.2 billion. And big premiums are back See $PFE x $MTSR (take two) as well https://t.co/klzfg3oaCG $MRK x $CDTX Its official: Merck will acquire Cidara for $221.50 per share in cash for a total transaction value of approximately $9.2 billion. And big premiums are back See $PFE x $MTSR (take two) as well" [X Link](https://x.com/drrichjlaw/status/1989337772365406322) 2025-11-14T14:20Z [----] followers, [----] engagements "Artios Pharma raises $115M series D from SV Health Investors & RA Cap & Janus Henderson Investors (plus other current investors) for clinical ATR & Polth DNA damage response programs. https://endpoints.news/artios-pharma-raises-115m-for-dna-damage-response-programs https://endpoints.news/artios-pharma-raises-115m-for-dna-damage-response-programs" [X Link](https://x.com/drrichjlaw/status/1990472856363569521) 2025-11-17T17:31Z [----] followers, [---] engagements "$3bn for a phase 1/2 oncology induced-proximity (glue/protac-like) drug with positive data in prostate cancer. https://endpoints.news/jj-to-buy-halda-for-3-05b-adding-startups-riptac-cancer-drug https://endpoints.news/jj-to-buy-halda-for-3-05b-adding-startups-riptac-cancer-drug" [X Link](https://x.com/drrichjlaw/status/1990505003577192735) 2025-11-17T19:39Z [----] followers, [----] engagements "$6.2Bn in seed funding . . . 🚀 Why I have been distracted: Vik Bajaj and I co-founded Project Prometheus (Vik built it) with Jeff Bezosimpressive resume and good references and Rick Klausner and an amazing team of founding AI researchers and engineers. More to come later. https://t.co/GX0jOOB3kJ Why I have been distracted: Vik Bajaj and I co-founded Project Prometheus (Vik built it) with Jeff Bezosimpressive resume and good references and Rick Klausner and an amazing team of founding AI researchers and engineers. More to come later. https://t.co/GX0jOOB3kJ" [X Link](https://x.com/drrichjlaw/status/1990540833251340752) 2025-11-17T22:01Z [----] followers, [----] engagements "You come to San Diego for the beaches & sunsets but you stay for sunrise over the mountains (And the biotech. And the biking). 😻" [X Link](https://x.com/drrichjlaw/status/1990609508889162092) 2025-11-18T02:34Z [----] followers, [--] engagements "You come to San Diego for the beaches & sunsets but you stay for the sunrises over the mountains (And the biotech. And the biking). 😻" [X Link](https://x.com/drrichjlaw/status/1990610387138720174) 2025-11-18T02:37Z [----] followers, [---] engagements "Can GLP-1 drugs treat Alzheimers Novo Nordisk will soon announce key results. https://www.statnews.com/2025/11/19/novo-nordisk-clinical-trial-semaglutide-treatment-alzheimers https://www.statnews.com/2025/11/19/novo-nordisk-clinical-trial-semaglutide-treatment-alzheimers" [X Link](https://x.com/drrichjlaw/status/1991150743005597961) 2025-11-19T14:25Z [----] followers, [----] engagements "@yaireinhorn @Doctor_Salomon @EliLillyandCo @cremieuxrecueil @Maximus_Holla @BrandonVanZee @bradloncar @TimOpler Agreed. It won't make much difference due to how dominant terzepatide is especially with timing & retetrutide coming after orforglipron as well. Lilly will be the dominant pharma for at least the next decade but are using that position to build for beyond that" [X Link](https://x.com/drrichjlaw/status/1992239114507424001) 2025-11-22T14:29Z [----] followers, [--] engagements "@yaireinhorn @Doctor_Salomon @EliLillyandCo @cremieuxrecueil @Maximus_Holla @BrandonVanZee @bradloncar @TimOpler Great question. I think it's not digital - many pharma have good management. Maybe failures of the past has made them analytical and focused. Luck always plays a part in drug R&D but they are smart enough to try to actively capitalize on their position now (not all do that)" [X Link](https://x.com/drrichjlaw/status/1992246721121071339) 2025-11-22T15:00Z [----] followers, [--] engagements "Lilly $LLY just became the first ever trillion $ pharma company. They are leading the world in metabolic disease but critically with actual preventative benefit for the first time & also leading in direct to patient (customer) access. They've established the lead but are investing to the future of maintaining that both through internal pipeline and a network of external investments to bring in innovation. This is all worth saying because I dont think that the coordination of all of this has at such scale ever been enabled by a single pharma before" [X Link](https://x.com/drrichjlaw/status/1992351678260183372) 2025-11-22T21:57Z [----] followers, [----] engagements "@JasonFord6 I guess https://www.statnews.com/2025/06/17/eli-lilly-to-buy-verve-gene-editing-biotech/ https://www.statnews.com/2025/06/17/eli-lilly-to-buy-verve-gene-editing-biotech/" [X Link](https://x.com/drrichjlaw/status/1992707936980979750) 2025-11-23T21:32Z [----] followers, [---] engagements "@AppleHelix Not sure how that works. He seems to be just fully driving this distorted stance. It is aligned with RFK's antivax agenda. So apart from the real danger to lives that they are creating where's the risk to his job in the current idiocracy environment" [X Link](https://x.com/drrichjlaw/status/1994958165004472618) 2025-11-30T02:34Z [----] followers, [---] engagements "What it looks like when you hit your primary endpoint in a phase [--] trial and everyone thought you were going to fail (Have I mentioned San Diego biotech recently). $CAPR On $CAPR the primary endpoint was not changed. Those alleging otherwise are incorrect. The mean change on the PUL [---] endpoint was [---] points favoring deramiocel over placebo. From CEO Linda Marban: "Capricors external statistical vendor followed the pre-specified On $CAPR the primary endpoint was not changed. Those alleging otherwise are incorrect. The mean change on the PUL [---] endpoint was [---] points favoring deramiocel" [X Link](https://x.com/drrichjlaw/status/1996226472168784116) 2025-12-03T14:34Z [----] followers, 19.3K engagements "@Mykalt45 I think being in San Diego alters a variable in your PoS adjusted NPV model" [X Link](https://x.com/drrichjlaw/status/1996236702101500061) 2025-12-03T15:14Z [----] followers, [--] engagements "@avidresearch @MartinShkreli Quite the contrast between data reaction and presentation between $CAPR and $JANX this week" [X Link](https://x.com/drrichjlaw/status/1996957108282314960) 2025-12-05T14:57Z [----] followers, [---] engagements "@BiopharmIQ The contradiction in $CAPR & $JANX this week is quite the tale of biotech public company expectation management" [X Link](https://x.com/drrichjlaw/status/1997069218119143583) 2025-12-05T22:23Z [----] followers, [---] engagements "I love these post-deal proxy statements and this is a particularly great one with the story of a [--] pharma company bidding war for $CDTX. Brilliant stuff 👏 https://t.co/hlqEUXKXSX You can read it here. Page [--] onwards. https://t.co/hlqEUXKXSX You can read it here. Page [--] onwards" [X Link](https://x.com/drrichjlaw/status/1997086100897337498) 2025-12-05T23:30Z [----] followers, [----] engagements "@prmshra @MartinShkreli Both say hi if you're every in San Diego" [X Link](https://x.com/drrichjlaw/status/1997845246684934649) 2025-12-08T01:46Z [----] followers, [--] engagements "Biopharmas reawakened interest in cardiovascular diseases spans new targets and modalities with Haya Therapeutics one of the few & most innovative early biotechs in the space. https://www.nature.com/articles/s41587-025-02933-0 https://www.nature.com/articles/s41587-025-02933-0" [X Link](https://x.com/drrichjlaw/status/1998193982963433583) 2025-12-09T00:52Z [----] followers, [----] engagements "Novartis Strikes Deal With UK Biotech Relation Therapeutics in I&I - $55M upfront up to $1.7B biobucks. https://www.bloomberg.com/news/articles/2025-12-09/novartis-strikes-1-7-billion-drug-target-deal-with-uk-biotech https://www.bloomberg.com/news/articles/2025-12-09/novartis-strikes-1-7-billion-drug-target-deal-with-uk-biotech" [X Link](https://x.com/drrichjlaw/status/1998394790359314607) 2025-12-09T14:10Z [----] followers, [----] engagements "@PearlF @CEOCorbus Maybe the simplest thing to say is that almost all cases in both continents are in unvaccinated [--] yr olds and indeed they tend to happen in pocket communities of particularly low vax rates" [X Link](https://x.com/drrichjlaw/status/1998526664763207748) 2025-12-09T22:54Z [----] followers, [--] engagements "@seedy19tron Can Sanofi compete here They are currently the leader in I&I. The dont need a plane to get to Paris The French have a way of keeping things in France" [X Link](https://x.com/drrichjlaw/status/1998767464268836943) 2025-12-10T14:51Z [----] followers, [---] engagements "2025 was the year I joined Haya. What an amazing team Between Switzerland Boston and San Diego we work to bring cutting edge multimodal functional genomics and drug design together with necessary AI/ML to understand and reverse the cell state programming of disease. Some of the science I've seen this year is like nothing I've seen in my whole career. But having the drive and confidence to be a first-in-biology biotech and to single-handedly show the world how chronic diseases of aging can be reversed via the regulatory genome requires more than just great science; it needs incredible" [X Link](https://x.com/drrichjlaw/status/1999562095403450486) 2025-12-12T19:28Z [----] followers, [----] engagements "Another San Diego biotech gets acquired . . . $SWOBY ( $xbi ) Swedens SOBI to acquire private San Diego biotech Arthrosi for up to $1.5 billion: Arthrosi Therapeutics Inc. is a clinical-stage biotechnology company based in San Diego California focused on developing novel therapies for gout and related conditions such $SWOBY ( $xbi ) Swedens SOBI to acquire private San Diego biotech Arthrosi for up to $1.5 billion: Arthrosi Therapeutics Inc. is a clinical-stage biotechnology company based in San Diego California focused on developing novel therapies for gout and related conditions such" [X Link](https://x.com/drrichjlaw/status/2000054333866676427) 2025-12-14T04:04Z [----] followers, [----] engagements "I don't think this is a good thing for the industry @PeterKolchinsky. Do doctors really need me to watch Keytruda ads so I can help them to decide how to treat my cancer Almost 10% of all television advertising spend comes from pharmaceutical companies. As the country has grown older pharma's share has grown so much that its ads already represent the second-largest share of television advert money How do pharma ads affect population health🧵 https://t.co/r4J6vjg5Ek Almost 10% of all television advertising spend comes from pharmaceutical companies. As the country has grown older pharma's share" [X Link](https://x.com/drrichjlaw/status/2000767977483067472) 2025-12-16T03:20Z [----] followers, [----] engagements "GSK pays $17.5M to pitch its tent with CAMP4 in regulatory RNA deal. $camp https://www.fiercebiotech.com/biotech/gsk-pays-175m-pitch-its-tent-camp4-regulatory-rna-deal https://www.fiercebiotech.com/biotech/gsk-pays-175m-pitch-its-tent-camp4-regulatory-rna-deal" [X Link](https://x.com/drrichjlaw/status/2001659379448455248) 2025-12-18T14:22Z [----] followers, [---] engagements "@doepke_michel No perfect way to value the $ABVX drug but do the rough assuming analysis around UC being the 6th biggest I&I revenue driver (within a $200Bn a yr I&I market growing to $300Bn by 2030) at $10B - so grows to $15B 50% of that for peak & 2x net (85%) means $12.8B mc so $162" [X Link](https://x.com/drrichjlaw/status/2001730811096371339) 2025-12-18T19:06Z [----] followers, [---] engagements "@JackMan724444 @doepke_michel Well its massive market partly due to the [--] drugs already on the market that are sold for it (UC plus Crohns) (even if they are not great) and other competitors are coming. In the hands of Sanofi or Lilly the drug will do very well sure" [X Link](https://x.com/drrichjlaw/status/2001806623258665044) 2025-12-19T00:07Z [----] followers, [--] engagements "@JackMan724444 @doepke_michel Well there are several but the TL1A (Merck) and other IL23 and anti- TNF that are being tested in the space" [X Link](https://x.com/drrichjlaw/status/2001810612519866538) 2025-12-19T00:23Z [----] followers, [--] engagements "@BiotechCH @daphnezohar @LifeSciVC @EricSchmidt151 @bradloncar @TimOpler @MatteisPaul @mpreminger @ColonGraceE @SamFazeli8 @JMaraganore @nytimes To reiterate what was said all the division heads have been swapped out 20% (4000 folks) have left DOGE fired the HR group so they can't hire anyone & it takes a year to hire someone & [--] years to train them Sounds like FDA has been double decimated. Comments. @DrMakaryFDA" [X Link](https://x.com/drrichjlaw/status/2002088523504205913) 2025-12-19T18:47Z [----] followers, [---] engagements "@PickingMyOwn I think it'd take the long-term & CD data to get that valuation - so not for another [--] months. I hope management pushes for that because it's the right thing to do. But question will still be (from board) if to take some risk off the table and do at a lower price now. Fun times" [X Link](https://x.com/drrichjlaw/status/2002097032463593787) 2025-12-19T19:21Z [----] followers, [---] engagements "@Andre_AGTC Carlsbad" [X Link](https://x.com/drrichjlaw/status/2002174403048841581) 2025-12-20T00:29Z [----] followers, [---] engagements "@zachweinberg Here's guessing that the intern that did that knew what they were doing" [X Link](https://x.com/drrichjlaw/status/2003822631917855191) 2025-12-24T13:38Z [----] followers, [---] engagements "@Andre_AGTC Ha agreed. I thought the FDA published all the CRLs straight away now" [X Link](https://x.com/drrichjlaw/status/2004257449037996050) 2025-12-25T18:26Z [----] followers, [---] engagements "@biogerontology That's a myth due to creatinine being the blood marker used to measure kidney function (and muscle breakdown)" [X Link](https://x.com/drrichjlaw/status/2005281719096693063) 2025-12-28T14:16Z [----] followers, [----] engagements "Vertex's trikafta/kalydeco (via the Aurora acquisition) is one the biggest successes of modern drug discovery in how it has transformed the lives of CF patients. A pleasant read for your holidays about the experience of receiving the opposite of a terminal diagnosis. People born with CF the same year as me (1992) lived to a median age of [--]. Now the median age of death is over [--]. https://t.co/8NXPatsLg2 A pleasant read for your holidays about the experience of receiving the opposite of a terminal diagnosis. People born with CF the same year as me (1992) lived to a median age of [--]. Now the" [X Link](https://x.com/drrichjlaw/status/2005353444966584660) 2025-12-28T19:01Z [----] followers, [----] engagements "@GeneInvesting Well no they acquired Aurora (San Diego company) and found kalydeco with their cutting-edge (at the time - 2001) membrane protein screening tech" [X Link](https://x.com/drrichjlaw/status/2005374538528563515) 2025-12-28T20:25Z [----] followers, [---] engagements "@bradloncar Now do San Diego" [X Link](https://x.com/drrichjlaw/status/2005740096159686697) 2025-12-29T20:37Z [----] followers, [----] engagements "Are Anthropic planning on becoming a biotech company Are you an experimental biologist interested in working at the frontier of AI x Bio Then come work with the life sciences team at Anthropic Experienced wet lab wizards are welcome to apply. https://t.co/2m9YEjfwqp Are you an experimental biologist interested in working at the frontier of AI x Bio Then come work with the life sciences team at Anthropic Experienced wet lab wizards are welcome to apply. https://t.co/2m9YEjfwqp" [X Link](https://x.com/drrichjlaw/status/2006019854407450931) 2025-12-30T15:09Z [----] followers, 30.8K engagements "@LifeSciVC I think that's fair in terms of a perspective and even a prediction but its worth acknowledging with all the recent M&A where you/we might be wrt the recent Endpoints sentiment survey. The trickle-down economy of biotech . . " [X Link](https://x.com/drrichjlaw/status/2006406481281949696) 2025-12-31T16:45Z [----] followers, [----] engagements "@ppearlman 20+ biotech IPOs in [----] alongside best ever year for biotech M&A and lots of 100+% gains in individual biotech valuations" [X Link](https://x.com/drrichjlaw/status/2006493984198373632) 2025-12-31T22:33Z [----] followers, [---] engagements "@BooBoo_Ace @simonmaechling Klara is literally correct. It just sounds oddly like she isn't because the phrase sounds similar to something else. Its like a play on words. Sort of. An exercise in paying close attention to their meaning perhaps" [X Link](https://x.com/drrichjlaw/status/2006550509323432383) 2026-01-01T02:18Z [----] followers, [--] engagements "@A_May_MD @pawcio2009 May I just make the rather irrelevant (but interesting 🤓) observation that both $RGLS and $ABVX are drugs that exert their MoA via non-coding RNAs (regulatory genome - albeit miRNAs). I now work with the designer of farabursen. But whatever - great performance GL in 2026" [X Link](https://x.com/drrichjlaw/status/2006822538601779618) 2026-01-01T20:19Z [----] followers, [----] engagements "2026 to see a surge in biotech M&A. $XBI (& biotech IPOs too probably) https://endpoints.news/biotechs-groove-is-back-for-2026-as-xbi-surges-on-ma-and-lower-rates https://endpoints.news/biotechs-groove-is-back-for-2026-as-xbi-surges-on-ma-and-lower-rates" [X Link](https://x.com/drrichjlaw/status/2007105737219256416) 2026-01-02T15:04Z [----] followers, [---] engagements "Abbvie licenses Chinese DLL3 T-cell engager from Zelgen - $100M upfront $1.1B biobucks. https://endpoints.news/abbvie-does-t-cell-engager-deal-in-china-for-zelgens-dll3-targeted-drug https://endpoints.news/abbvie-does-t-cell-engager-deal-in-china-for-zelgens-dll3-targeted-drug" [X Link](https://x.com/drrichjlaw/status/2007107297047433303) 2026-01-02T15:10Z [----] followers, [----] engagements "@5060fit @Brady_H IMHO the Garmin definition is the one that correlates best with what people imagine RHR means" [X Link](https://x.com/drrichjlaw/status/2007213232969425204) 2026-01-02T22:11Z [----] followers, [--] engagements "@PersimmonTI You not adding $VKTX to that discussion" [X Link](https://x.com/drrichjlaw/status/2007274640847278343) 2026-01-03T02:15Z [----] followers, [---] engagements "@celinehalioua San Diego is like this for the last week" [X Link](https://x.com/drrichjlaw/status/2007565117177901366) 2026-01-03T21:29Z [----] followers, [---] engagements "@rtnarch Whether you like it or not Mamdani was democratically elected. The other two were not and were/are not warmly embracing anyone" [X Link](https://x.com/drrichjlaw/status/2007601939681288651) 2026-01-03T23:56Z [----] followers, [---] engagements ""quantum computing and blockchain enabled tokenization" of biology . . . Huh So what will we at NantWorks reveal in [----] A decade of stealth and science to make change in the world : From complexities of the immune system to next gen cell therapy from NK to T to B cells from cancer to auto immune disease to robotics to AI to moving data at the speed So what will we at NantWorks reveal in [----] A decade of stealth and science to make change in the world : From complexities of the immune system to next gen cell therapy from NK to T to B cells from cancer to auto immune disease to robotics to AI" [X Link](https://x.com/drrichjlaw/status/2007965325523059056) 2026-01-05T00:00Z [----] followers, [----] engagements "If theres one thing that pharma are good at it's selling drugs. Biotech are not built to do that and building the team and network to do it is very hard and likely to not be as good as at a pharma. Meanwhile the biotech team can go do what they do again. Patients & shareholders are better off if the biotech is acquired" [X Link](https://x.com/drrichjlaw/status/2008546891680948278) 2026-01-06T14:31Z [----] followers, [---] engagements "@Biotech2k1 @yaireinhorn @evaluatepharma @cremieuxrecueil @TimOpler @BiotechCH @SamFazeli8 @Maximus_Holla @Stocktwits @unusual_whales @bradloncar @BrandonVanZee I'd love to believe you're right. Indeed it works sometimes but its very rare" [X Link](https://x.com/drrichjlaw/status/2008549608390033558) 2026-01-06T14:41Z [----] followers, [--] engagements "@Biotech2k1 @yaireinhorn @evaluatepharma @cremieuxrecueil @TimOpler @BiotechCH @SamFazeli8 @Maximus_Holla @Stocktwits @unusual_whales @bradloncar @BrandonVanZee Commercialisation is a point of failure. I'm not disagreeing with what you're saying on the value destruction that can occur from a platform perspective but the likelihood is still that the pharma does a better job selling the lead drug" [X Link](https://x.com/drrichjlaw/status/2008552496344822222) 2026-01-06T14:53Z [----] followers, [--] engagements "GSK to pay $50M to use Noetik's AI cancer models. Good work @Ronalfa https://endpoints.news/gsk-noetik-sign-cancer-deal-on-ai-virtual-cell-models https://endpoints.news/gsk-noetik-sign-cancer-deal-on-ai-virtual-cell-models" [X Link](https://x.com/drrichjlaw/status/2009269755425722657) 2026-01-08T14:23Z [----] followers, [---] engagements "@SquawkCNBC @BeckyQuick p.s. I assume the ASO (anti-sense oligonucleotide that you almost pronounced) is the one in the clinic from Camp4 ( $CAMP ) which has the potential to enhance Syngap1 production in the brain" [X Link](https://x.com/drrichjlaw/status/2009399762597105827) 2026-01-08T23:00Z [----] followers, [----] engagements "No. [--] already - Roger Perlmutter's Eikon Therapeutics files for an IPO in major test for whether biotech's rally will take the next step. https://endpoints.news/eikon-therapeutics-files-for-ipo-testing-biotech-rally Is the biotech IPO window properly open again [--] IPOs in [----] Very healthy looking book for Aktis raising $318M for radiopharmaceuticals. https://t.co/8a9B3pkzsS https://endpoints.news/eikon-therapeutics-files-for-ipo-testing-biotech-rally Is the biotech IPO window properly open again [--] IPOs in [----] Very healthy looking book for Aktis raising $318M for radiopharmaceuticals." [X Link](https://x.com/drrichjlaw/status/2009758764946395227) 2026-01-09T22:46Z [----] followers, [----] engagements "Mirador (former Prometheus management) raises $250M series B - after $400M series A - plans to become immunology powerhouse (and probably IPO this year). https://endpoints.news/mirador-raises-250m-with-plans-to-become-an-immunology-powerhouse/ https://endpoints.news/mirador-raises-250m-with-plans-to-become-an-immunology-powerhouse/" [X Link](https://x.com/drrichjlaw/status/2010383250129338819) 2026-01-11T16:08Z [----] followers, [----] engagements "@JoseRestonVA Another exciting San Diego biotech" [X Link](https://x.com/drrichjlaw/status/2010387291982754216) 2026-01-11T16:24Z [----] followers, [---] engagements "Man Utd - the gift that just keeps on giving To be out of every competition by Jan 11th is really an amazing achievement that maybe even goes beyond almost getting relegated last season. I cant wait for what's next" [X Link](https://x.com/drrichjlaw/status/2010423152309133348) 2026-01-11T18:46Z [----] followers, [---] engagements "And that's a wrap folks Genuinely great few days in SF 🌞. Great positivity from investors pharma & bankers alike for the differentiated approach that we're taking to reprogramming of chronic disease at Haya. Thanks to @lathamwatkins for the panel arrangements too #JPM26" [X Link](https://x.com/drrichjlaw/status/2011612607053185080) 2026-01-15T01:33Z [----] followers, [----] engagements "@simonmaechling You missed the step where they were convinced to do this by a reliance on a supply of gas from Russia" [X Link](https://x.com/drrichjlaw/status/2011811842650489173) 2026-01-15T14:44Z [----] followers, [---] engagements "My entire X feed is now @Products ads and I cant block or mute them. (Well plus @adamfeuerstein seemingly)" [X Link](https://x.com/drrichjlaw/status/2011969658568704072) 2026-01-16T01:12Z [----] followers, [----] engagements "@Alan_Couzens I have this feeling that our sense of time is linked to the experience of novel events. As we get older we've just done everything & get into a pattern. Every year when a lot happens (child move jobs house etc.) I feel like time dilates as i look back. There's a lesson here" [X Link](https://x.com/drrichjlaw/status/2012685987693121780) 2026-01-18T00:38Z [----] followers, [---] engagements "@awjuliani The answer to your question is San Diego" [X Link](https://x.com/drrichjlaw/status/2014300868905160780) 2026-01-22T11:35Z [----] followers, [---] engagements "@MarioNawfal Would love to discuss with you @elonmusk about how aging really works at cell state programming level" [X Link](https://x.com/drrichjlaw/status/2014447968339034275) 2026-01-22T21:19Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@drrichjlaw Rich Law
Rich Law posts on X about $xbi, $exai, $rxrx, san diego 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 stocks finance countries technology brands cryptocurrencies travel destinations automotive brands us election currencies celebrities
Social topic influence $xbi, $exai, $rxrx, san diego, investment, sanofi #86, $bmy, russia, $nvda, $sny
Top accounts mentioned or mentioned by @biotech2k1 @ft @bradloncar @exscientiaai @yaireinhorn @angelosgeo @timopler @geneinvesting @ideapharma @andreagtc @biotechch @sciencescanner @unusualwhales @recursionpharma @jmaraganore @recursionchris @adamfeuerstein @daphnezohar @lifescivc @applehelix
Top assets mentioned Exscientia Ltd. (EXAI) Recursion Pharmaceuticals, Inc. (RXRX) Sanofi (SNY) Bristol-Myers Squibb Co (BMY) NVIDIA Corp. (NVDA) Synthetify (SNY) AbbVie Inc (ABBV) Pfizer, Inc. (PFE) Tesla, Inc. (TSLA) Novartis AG (NVS) Hims & Hers Health, Inc. (HIMS) BridgeBio Pharma, Inc. Common Stock (BBIO) Vertex Protocol (VRTX) TrumpCoin (DJT) Merck & Co., Inc. (MRK) Eli Lilly and Company (LLY) AstraZeneca PLC (AZN) Evotec SE (EVO) Alphabet Inc Class A (GOOGL) Blueprint Medicines Corporation (BPMC) Biogen Inc (BIIB) Moderna Inc (MRNA) Johnson & Johnson (JNJ) Acadia Pharmaceuticals Inc. (ACAD) Roivant Sciences Ltd. Common Shares (ROIV) Abivax SA (ABVX) Crinetics Pharmaceuticals, Inc. (CRNX) Amazon.com, Inc. (AMZN) Avidity Biosciences, Inc. (RNA) Neurocrine Biosciences, Inc. (NBIX) Viking Therapeutics, Inc (VKTX) Gilead Sciences, Inc. (GILD) Alnylam Pharmaceuticals, Inc. (ALNY) Arrowhead Research Corporation (ARWR)
Top Social Posts
Top posts by engagements in the last [--] hours
""Encode & automate the process of drug discovery". $EXAI Dont miss @drrichjlaw our Chief Business Officer presenting at the @UK_ASF next week Rich will give an overview on the role of AI automation and partnerships in drug discovery at Exscientia. Learn more about the event here: https://t.co/sXQGjqoTRK Dont miss @drrichjlaw our Chief Business Officer presenting at the @UK_ASF next week Rich will give an overview on the role of AI automation and partnerships in drug discovery at Exscientia. Learn more about the event here: https://t.co/sXQGjqoTRK"
X Link 2024-11-07T15:15Z [----] followers, [---] engagements
"$EXAI $RXRX Live from New York A behind-the-scenes peek at our recent appearance on Live from MarketSite at @Nasdaq. Chief R&D & Chief Commercial Officer Najat Khan & planned CSO & current Exscientia interim CEO David Hallett joined host @kristinaayanian a @Forbes [--] under [--] winner to https://t.co/ZQQHEF326Q Live from New York A behind-the-scenes peek at our recent appearance on Live from MarketSite at @Nasdaq. Chief R&D & Chief Commercial Officer Najat Khan & planned CSO & current Exscientia interim CEO David Hallett joined host @kristinaayanian a @Forbes [--] under [--] winner to"
X Link 2024-11-08T14:54Z [----] followers, [---] engagements
"Dark Blue Therapeutics (Oxford UK) acquired by Amgen for up to $840 million. (I was part of the founding of this way back). https://www.prnewswire.com/news-releases/dark-blue-therapeutics-acquired-by-amgen-for-up-to-840-million-302653960.html https://www.prnewswire.com/news-releases/dark-blue-therapeutics-acquired-by-amgen-for-up-to-840-million-302653960.html"
X Link 2026-01-06T22:35Z [----] followers, [---] engagements
"A 65% premium on Fridays close for $RAPT. $GSK to buy $RAPT Therapeutics maker of food allergy treatment in $2.2B deal https://t.co/ul8f8kbL5c via @DrewQJoseph $GSK to buy $RAPT Therapeutics maker of food allergy treatment in $2.2B deal https://t.co/ul8f8kbL5c via @DrewQJoseph"
X Link 2026-01-20T14:14Z [----] followers, [----] engagements
"This reminds me of a conversation with a pharma BD recently. Often pharma either doesnt believe in the repeatability of a platform or fails to execute on it post M&A so ultimately licensing just makes more sense. $XBI Finally its been covered elsewhere but loved $REGN provocative and self-serving retrospective on biopharma M&A Among [---] deals since [----] 43% (& counting) Failures 2x Winners Among N=290 with known outcomes IRR was an abysmal 8% Licensing IRR outperformed M&A by 4.5x https://t.co/NbU5On4fxi Finally its been covered elsewhere but loved $REGN provocative and self-serving"
X Link 2026-01-20T19:28Z [----] followers, [----] engagements
"@AppleHelix I'm guessing that in a marketing distortion of reality this is equating a desirable high fibre high protein high satiety but low calorie & low glycemic index meal with the role of Glp1"
X Link 2026-01-23T00:47Z [----] followers, [---] engagements
"@Biohazard3737 The [--] speed economy is continuing to diverge. The numbers we are fed (like GDP inflation etc.) completely smudge this inequality. It was obviously never a good idea to elect billionaires to fix this"
X Link 2026-01-28T03:42Z [----] followers, [---] engagements
"Biopharma sentiment is surging. $XBI https://endpoints.news/biopharma-sentiment-index-q1-2026 https://endpoints.news/biopharma-sentiment-index-q1-2026"
X Link 2026-01-28T14:38Z [----] followers, [---] engagements
"And meanwhile US consumer confidence hits a [--] year low illustrating how biotech is often counter-cyclical to the wider economy. $XBI https://www.ft.com/content/79ebdce7-6fe3-4221-8d17-b36281f61953 https://www.ft.com/content/79ebdce7-6fe3-4221-8d17-b36281f61953"
X Link 2026-01-28T14:43Z [----] followers, [---] engagements
"@jms42982 People call it a bubble when that happens"
X Link 2026-01-28T21:40Z [----] followers, [--] engagements
"@Varro_Analytics @HAYA_lncRNA Weird. The water-melon related to Kherson region of Ukraine (my wife is Ukrainian) and nothing to do with Hamas and I've never written anything related to hating jews or anyone else. Bizarre. Please can you delete this post"
X Link 2026-01-29T04:27Z [----] followers, [--] engagements
"@FrancesWangTV Come to San Diego - the coyotes are taking over and you'd have them in almost every video"
X Link 2026-01-29T05:29Z [----] followers, [---] engagements
"@Roadman_Podcast Tbf the uninvited wheel sucker happens to guys too - probably more often in reality. You could argue it's a complement even if I agree it would always be more polite to say something like "do you mind if I sit here" And I get why it maybe feels different for women"
X Link 2026-01-29T14:18Z [----] followers, [----] engagements
"@AAMortazavi Well geopolitically risky maybe but not too surprising given the direction of travel and rhetoric for the last [--] years. Is US foreign policy pushing everyone (UK Canada EU) into the arms of China"
X Link 2026-01-29T21:00Z [----] followers, [---] engagements
"@princetongb @JoseRestonVA @AdamSinger If I remember rightly Zurich airport is also a mall which helps"
X Link 2026-01-29T21:53Z [----] followers, [--] engagements
"@bradloncar @Keir_Starmer 🤦"
X Link 2026-01-29T22:02Z [----] followers, [---] engagements
"We need more nuanced cell state conscious biological targets in I&I than just blocking TNF & IL receptors like we a hammer & everything we see is a nail. And now $AMGN returns its OX40 drug candidate rocatinlimab to Kyowa. And now $AMGN returns its OX40 drug candidate rocatinlimab to Kyowa"
X Link 2026-01-30T17:22Z [----] followers, [----] engagements
"@adamseconomics Welcome to the world of meme stocks"
X Link 2026-01-31T00:13Z [----] followers, [---] engagements
"@matthewherper @ashishkjha @dunkindonuts Yeah but San Diego . . "
X Link 2026-01-31T22:20Z [----] followers, [---] engagements
"@BioStocks Ouch. $BIIB risking extinction. Needs big changes but nothing is fast in pharma"
X Link 2026-02-06T15:33Z [----] followers, [---] engagements
"Be interesting to hear from Dutch biotech VCs about how they think this effect them. Does it effectively make fund raising as a founder impossible because you suddenly owe tax on what your shares are theoretically worth That sounds mad Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on"
X Link 2026-02-12T23:57Z [----] followers, [----] engagements
"I feel like I've been saying this for years. Early stage investors over-index on a perception of target validation avoid novelty & under-index on the power of crowding to destroy their ROI. It may be that failure to count competitors stampeding towards your de-risked target is now the single biggest reason drug R&D programs fail in Phase [--] & [--]. "Commercial" termination overtakes "efficacy" circa 2019: https://t.co/YFZxV3SkdT Recent oncology example (TIGIT It may be that failure to count competitors stampeding towards your de-risked target is now the single biggest reason drug R&D programs"
X Link 2026-02-13T20:17Z [----] followers, [----] engagements
"Roche enters way too late into the obesity & diabetes space with a definitive merger agreement to acquire Carmot Therapeutics for $2.7B upfront and additional milestone payments of up to USD [---] million. $RHHBY $ROG.SW https://www.roche.com/investors/updates/inv-update-2023-12-04 https://www.roche.com/investors/updates/inv-update-2023-12-04"
X Link 2023-12-04T06:59Z [----] followers, [---] engagements
"$EXAI + $RXRX 🚀 On Nov. [--] join the call On Nov. [--] we announced that Exscientia & @RecursionPharma shareholders have approved the proposed business combination. On Wed. Nov. [--] 7:30am ET 5:30am MT 12:30pm GMT were holding a special update call to discuss the next chapter after the https://t.co/YwEZqBLU0B On Nov. [--] join the call On Nov. [--] we announced that Exscientia & @RecursionPharma shareholders have approved the proposed business combination. On Wed. Nov. [--] 7:30am ET 5:30am MT 12:30pm GMT were holding a special update call to discuss the next chapter after the https://t.co/YwEZqBLU0B"
X Link 2024-11-18T17:46Z [----] followers, [----] engagements
"$EXAI ---- $RXRX. 🥹"
X Link 2024-11-19T16:30Z [----] followers, [----] engagements
"San Diego AI biotech Iambic raises $100M round via Cathie Woods ARK Invest and Regeneron Ventures alongside existing backers that include Abingworth Ascenta Capital and Catalio Capital Management. https://endpoints.news/ai-biotech-iambic-raises-100m-from-ark-regeneron https://endpoints.news/ai-biotech-iambic-raises-100m-from-ark-regeneron"
X Link 2025-11-10T17:34Z [----] followers, [----] engagements
"@NotGenentech The way Abbvie managed that was one of the drivers of drug pricing ending up in the IRA bill"
X Link 2026-02-04T15:56Z [----] followers, [--] engagements
"@AppleHelix Really weird & confusing. What is the truth here @DrMakaryFDA going on TV to say that the $MRNA vaccine failed @VPrasadMDMPH saying they didnt run the comparison & both doing so before Moderna even submitted the application But they did run it and it did show benefit Huh"
X Link 2026-02-11T14:38Z [----] followers, [----] engagements
"@yaireinhorn @sanofi @WSJ Belen has done a good job managing the complex conglomerate that is Merck KGaA. But she hasn't necessarily done a better job than Paul in rebuilding a pharma pipeline which is what Sanofi need. I'm not sure what this really achieves"
X Link 2026-02-13T14:06Z [----] followers, [---] engagements
"@ideapharma 👏 - congrats on everything you achieved Mike and good luck with your next adventures"
X Link 2026-02-13T14:20Z [----] followers, [---] engagements
"J&J $JNJ to Acquire Ambrx Biopharma $AMAM for their oncology ADC pipeline for $2bn/$28 a share (100% above Fridays close). $XBI #JPM2024 https://www.businesswire.com/news/home/20240108905189/en/Johnson-Johnson-to-Acquire-Ambrx-Advancing-Next-Generation-Antibody-Drug-Conjugates-to-Transform-the-Treatment-of-Cancer https://www.businesswire.com/news/home/20240108905189/en/Johnson-Johnson-to-Acquire-Ambrx-Advancing-Next-Generation-Antibody-Drug-Conjugates-to-Transform-the-Treatment-of-Cancer"
X Link 2024-01-08T13:20Z [----] followers, [---] engagements
"In atypical Big Pharma-VC pact Gilead secures $210M from Abingworth to fund Trodelvy trials. $GILD #pharma https://www.fiercepharma.com/pharma/atypical-big-pharma-vc-pact-gilead-secures-210m-trodelvy-funding-abingworth https://www.fiercepharma.com/pharma/atypical-big-pharma-vc-pact-gilead-secures-210m-trodelvy-funding-abingworth"
X Link 2024-02-29T18:23Z [----] followers, [---] engagements
"Flagship investment Omega Therapeutics stops lead program and CEO Mahesh Karande leaves for "personal reasons" - CBO takes over. $OMGA https://www.globenewswire.com/news-release/2024/11/14/2981593/0/en/Omega-Therapeutics-Announces-Successful-Completion-of-Phase-1-Trial-for-Novel-Epigenomic-Controller-Prioritized-Pipeline-Leadership-Changes-and-Third-Quarter-2024-Financial-Results.html"
X Link 2024-11-18T10:18Z [----] followers, [---] engagements
"The piece on CNBC Cures from @BeckyQuick about her daughter's syngap condition was really moving This is a rare disease but as she pointed out rare disease is not rare at all when you add them all up: [--] million patients. Biotechs like Camp4 $camp are working on syngap"
X Link 2026-01-08T18:54Z [----] followers, [---] engagements
"@BStulberg Well tbf most of the sporting obsession in the US is with [--] sports that most of the rest of the world dont really play. I.e. it is actually the US that are into niche sports and it might be the biggest reason they underperform at more global sports per capita"
X Link 2026-02-12T23:36Z [----] followers, [----] engagements
"This is why everyone working on the same targets in biotech/pharma (VCs) hurts everyone. [---] clinical trials of TIGIT inhibs cost $3.5Bn & involved [-----] patients. None worked. Herding amplifies loss in an industry that has a 95% failure rate. https://bmjoncology.bmj.com/content/5/1/e001037 https://bmjoncology.bmj.com/content/5/1/e001037"
X Link 2026-02-13T20:04Z [----] followers, 19.1K engagements
"And everyone wants to pretend that it's competition from China that is the problem getting an ROI in western biotech . . . This is why everyone working on the same targets in biotech/pharma (VCs) hurts everyone. [---] clinical trials of TIGIT inhibs cost $3.5Bn & involved [-----] patients. None worked. Herding amplifies loss in an industry that has a 95% failure rate. https://t.co/3ZA9Zmy35E This is why everyone working on the same targets in biotech/pharma (VCs) hurts everyone. [---] clinical trials of TIGIT inhibs cost $3.5Bn & involved [-----] patients. None worked. Herding amplifies loss in an"
X Link 2026-02-13T20:11Z [----] followers, [----] engagements
"@PrezCamacho It is fair that that is the true issue that needs fixing. However is just the reg environment or also aspects around site coordination & patient recruitment which are exacerbated by crowding (indirectly)"
X Link 2026-02-14T04:34Z [----] followers, [--] engagements
"@seahawkmjk @DmitryKovalchuk @Osinttechnical Well that's nice. Lukoil have spent [--] years enriching Putin and now you'd like him to stop. Too late. Lukoil needs to go to zero along with it's true master"
X Link 2022-03-03T18:42Z [----] followers, [--] engagements
"Platinum Asset Management's Bianca Ogden is excited about Exscientia ($EXAI) a UK biotech that combines computer sciences & biotech. It has an emerging pipeline ongoing clinical trials & various partnerships within the pharmaceutical sector. https://www.livewiremarkets.com/wires/dr-bianca-ogden-the-healthcare-insider https://www.livewiremarkets.com/wires/dr-bianca-ogden-the-healthcare-insider"
X Link 2023-03-06T13:50Z [----] followers, [----] engagements
"Skynet is forming; AI drone 'killed operator' after going rogue on simulation (beware; the @Telegraph is fos - this didn't really happen) https://www.telegraph.co.uk/world-news/2023/06/02/us-air-force-ai-military-drone-goes-rogue-simulation/ https://www.telegraph.co.uk/world-news/2023/06/02/us-air-force-ai-military-drone-goes-rogue-simulation/"
X Link 2023-06-02T11:07Z [----] followers, [---] engagements
"Glasgow university spinout Chemify raises $43mn to digitise chemistry - via @FT https://on.ft.com/456wE88 https://on.ft.com/456wE88"
X Link 2023-08-01T18:18Z [----] followers, [---] engagements
"@doepke_michel Blueprint $BPMC reminds me of Vertex 10-15 years ago ( $VRTX). I'm mostly just a huge admirer of what they have achieved from a purely drug R&D perspective. But they look like a big pharma in the making and one of my favourite (other) biotech companies for the medium/long term"
X Link 2023-12-28T20:18Z [----] followers, [---] engagements
"@BiotechCH @US_FDA @angelosgeo @MereoBioPharma @ScotsKnight2 Tbanks @BiotechCH for a great event. Enjoy a great year for biotech in [----] all 🥳 #JPM24 $XBI"
X Link 2024-01-12T21:41Z [----] followers, [----] engagements
"@RNAiAnalyst Bodes well for $MREO valuation which now looks well off"
X Link 2024-01-23T09:06Z [----] followers, [----] engagements
"Steven Cohen's (@StevenACohen2) Point72 Asset Management (@p72vc) Acquires New Stake in Arcutis Biotherapeutics Inc. $ARQT $XBI https://finance.yahoo.com/news/steven-cohens-point72-asset-management-200420325.html https://finance.yahoo.com/news/steven-cohens-point72-asset-management-200420325.html"
X Link 2024-02-02T07:16Z [----] followers, [----] engagements
"BIO-Europe conference panel offers insights into AIs ascent in pharma (panel discussion partial transcript) - Exscientia J&J Insilico and Merck KgaA. $EXAI $JNJ $MKKGY https://www.the-yuan.com/805/BIO-Europe-2023-conference-panel-offers-insights-into-AI-s-ascent-in-pharma.html https://www.the-yuan.com/805/BIO-Europe-2023-conference-panel-offers-insights-into-AI-s-ascent-in-pharma.html"
X Link 2024-02-08T09:28Z [----] followers, [----] engagements
"Your daily addition to the scams within the scam that's within the scam that is the completely worthless $DJT Trump Media's accounting firm whose other clients include Lingerie Fighting Championships Inc. has had a string of regulatory issues including a 100% deficiency rate on audits reviewed by a US watchdog $DJT https://t.co/VgK21WhdGb via @bpolitics Trump Media's accounting firm whose other clients include Lingerie Fighting Championships Inc. has had a string of regulatory issues including a 100% deficiency rate on audits reviewed by a US watchdog $DJT https://t.co/VgK21WhdGb via"
X Link 2024-04-08T18:05Z [----] followers, [---] engagements
"Given today's Xaira news highlighted few other big VC raises here's a look at what Altos Labs might be up in their $3bn quest to slow aging. #longevity (thanks @Arjun_J_Kumar). Great work from @AlexJColville. Wonder what that secretive longevity company funded w/ $3B from @JeffBezos and @yurimilner has been working on SCOOP: @altos_labs latest public program is an oligonucleotide inhibiting the retrotransposon LINE-1 to treat progeria. https://t.co/ynsQL2sT8X Wonder what that secretive longevity company funded w/ $3B from @JeffBezos and @yurimilner has been working on SCOOP: @altos_labs"
X Link 2024-04-23T21:38Z [----] followers, [---] engagements
"Biogen $BIIB buys private biotech Human Immunology Biosciences (HI-Bio) for $1.15bn upfront plus $650mn in milestones for Felzartamab their P3 CD38 antibody for immunosuppression. $XBI. https://www.globenewswire.com/news-release/2024/05/22/2886382/0/en/Biogen-Bolsters-Late-Stage-Pipeline-Expands-Immunology-Portfolio-with-Agreement-to-Acquire-Human-Immunology-Biosciences.html https://www.globenewswire.com/news-release/2024/05/22/2886382/0/en/Biogen-Bolsters-Late-Stage-Pipeline-Expands-Immunology-Portfolio-with-Agreement-to-Acquire-Human-Immunology-Biosciences.html"
X Link 2024-05-22T11:46Z [----] followers, [---] engagements
"The [--] biggest pharma layoffs amongst the thousands; BMS Bayer Takeda Pfizer and Novartis. $BMY $BAYN $PFE $TAK $NVS https://www.biospace.com/article/the-6-largest-biopharma-layoffs-of-2024-so-far/ https://www.biospace.com/article/the-6-largest-biopharma-layoffs-of-2024-so-far/"
X Link 2024-06-13T08:16Z [----] followers, [----] engagements
"$MREO finally breaking out of the range it has been stuck in for [--] months. IMHO it is 4x undervalued $XBI"
X Link 2024-06-14T14:03Z [----] followers, [----] engagements
"The Next Big Thing: Molecules & Machine Learning via WisdomTree featuring Exscientia's Ben Taylor. The panel discusses how generative AI can revolutionise the search for novel drugs & Exscientias pioneering approach to AI drug discovery. $EXAI $XBI https://www.youtube.com/watchv=bUOLWLKKa3U https://www.youtube.com/watchv=bUOLWLKKa3U"
X Link 2024-06-18T15:14Z [----] followers, [---] engagements
"J&J details Phase [--] success of autoimmune disease drug touting broader range than argenxs Vyvgart $JNJ $ARGX $XBI https://endpts.com/jj-details-phase-3-success-of-autoimmune-disease-drug-touting-broader-range-than-argenxs-vyvgart/ https://endpts.com/jj-details-phase-3-success-of-autoimmune-disease-drug-touting-broader-range-than-argenxs-vyvgart/"
X Link 2024-06-28T15:51Z [----] followers, [---] engagements
"A good time to remind everyone how the world is set-up. $CWRD Major U.S. air carriers ground flights as mass IT outage hits Windows users https://t.co/ltmhuQZJKw Major U.S. air carriers ground flights as mass IT outage hits Windows users https://t.co/ltmhuQZJKw"
X Link 2024-07-19T08:56Z [----] followers, [----] engagements
"Maybe also a good time to remind people that Crowdstrike $CWRD has a P/E of [---] (fwd PE of 60+). That is ridonkulous"
X Link 2024-07-19T10:06Z [----] followers, [---] engagements
"Senator Kelly looks like Commander Stinger (James Tolkan) from Topgun. Oh he actually flew F14s And the space shuttle & space station And crucially he's a senator that talks like a normal empathetic human being Wow - what are you waiting for @KamalaHarris My first flight went about as well as loose change in a cockpit literally. My last flight brought my crew home from the @Space_Station and was Space Shuttle Endeavours final flight. Its not about how good you are when you start its about how good you push yourself to be. https://t.co/XV6FDUVmpI My first flight went about as well as loose"
X Link 2024-07-24T07:53Z [----] followers, [---] engagements
"Recursion Announces Phase [--] Data of REC-994 a First-in-Disease Investigational Treatment for Symptomatic Cerebral Cavernous Malformation (CCM) has Met its Primary Endpoint of Safety and Tolerability $RXRX $EXAI https://ir.recursion.com/news-releases/news-release-details/recursion-announces-phase-2-data-rec-994-first-disease https://ir.recursion.com/news-releases/news-release-details/recursion-announces-phase-2-data-rec-994-first-disease"
X Link 2024-09-03T12:21Z [----] followers, [----] engagements
"Is Sanofi making a move into obesity French pharma invests $27M into Ventyx - NLRP3 for CNS & metabolic disease $VYTX $SNY https://endpts.com/is-sanofi-making-a-move-into-obesity-french-pharma-invests-27m-into-ventyx/ https://endpts.com/is-sanofi-making-a-move-into-obesity-french-pharma-invests-27m-into-ventyx/"
X Link 2024-09-23T15:40Z [----] followers, [---] engagements
"Hyperphophotasia (HPP) is caused by any of [---] different loss-of-function mutations in the ALPL gene. The Enobia/Alexion/AZ ERT Strensiq was developed for this disease but is only dosed to 1/10-1/20th of patients based on severity due to cost & side effects of ERT. ICYMIY this #ASBMR2024 poster from the Milln Lab @exscientiaAI & @rallybio showing for the first time that ENPP1 is a druggable target for late-onset HPP. We're currently developing an ENPP1i with improved properties compared with REV101 to address unmet need in HPP https://t.co/v2izocL8yl ICYMIY this #ASBMR2024 poster from the"
X Link 2024-09-30T12:10Z [----] followers, [---] engagements
"Notable Labs $NTBL files for bankruptcy ending ambitions for phase [--] PLK1 inhibitor licensed from Boehringer for oncology. https://www.fiercebiotech.com/biotech/notable-labs-files-bankruptcy-ending-ambitions-boehringer-cancer-drug https://www.fiercebiotech.com/biotech/notable-labs-files-bankruptcy-ending-ambitions-boehringer-cancer-drug"
X Link 2024-10-16T13:27Z [----] followers, [---] engagements
""I think well move to a techbio model where we will be a tech company with deep therapeutic capability. People will move around the organization much more including beyond R&D." $SNY $EXAI https://endpts.com/qa-sanofis-rd-head-reflects-on-his-first-year-a-post-dupixent-future-and-finding-an-identity/ https://endpts.com/qa-sanofis-rd-head-reflects-on-his-first-year-a-post-dupixent-future-and-finding-an-identity/ https://endpts.com/qa-sanofis-rd-head-reflects-on-his-first-year-a-post-dupixent-future-and-finding-an-identity/"
X Link 2024-10-18T16:10Z [----] followers, [----] engagements
"An evaluation of ML/MM end-state corrections with mechanical embedding to calculate relative protein-ligand binding free energies. Much higher precision for a fraction of the computational cost compared to the ML/MM calcs. $EXAI https://arxiv.org/abs/2410.16818 https://arxiv.org/abs/2410.16818"
X Link 2024-10-23T13:20Z [----] followers, [---] engagements
"Bayer cuts profits forecast and reports 4bn loss $BAYN https://www.ft.com/content/651762fa-a3f7-423f-bd8e-dbce16e785b4 https://www.ft.com/content/651762fa-a3f7-423f-bd8e-dbce16e785b4"
X Link 2024-11-12T12:42Z [----] followers, [----] engagements
"@MarkKleinmanSky That sounds like a weird rumour. Are you sure that it's not just planted in an attempt to boost the $INCY share price temporarily"
X Link 2024-11-19T21:36Z [----] followers, [----] engagements
"Well as predicted . . . $EVT/ $EVO should be up not down on the news. Beyond the lack of strategic fit of this there's also the rather predatory valuation timing and Evotec will know that they can build that back up. https://www.prnewswire.com/news-releases/halozyme-withdraws-proposal-to-acquire-evotec-following-evotecs-unwillingness-to-engage-in-discussions-302314226.html https://www.prnewswire.com/news-releases/halozyme-withdraws-proposal-to-acquire-evotec-following-evotecs-unwillingness-to-engage-in-discussions-302314226.html"
X Link 2024-11-22T14:57Z [----] followers, [----] engagements
"Acadia $ACAD licenses rights to Saniona's SAN711 a phase [--] GABAA-3 PAM tremor asset for $28M upfront $582M biobucks deal. https://www.fiercebiotech.com/biotech/acadia-nabs-rights-sanionas-tremor-asset-582m-biobucks-deal https://www.fiercebiotech.com/biotech/acadia-nabs-rights-sanionas-tremor-asset-582m-biobucks-deal"
X Link 2024-11-27T16:23Z [----] followers, [---] engagements
"BeiGene licenses SYH2039 a MAT2A inhibitor from Chinese company CSPC Zhongqi Pharmaceutical Technology for $150M deal to follow cancer combo trail blazed by Amgen and Ideaya. https://www.fiercebiotech.com/biotech/beigene-inks-150m-deal-follow-cancer-combo-trail-blazed-amgen-and-ideaya https://www.fiercebiotech.com/biotech/beigene-inks-150m-deal-follow-cancer-combo-trail-blazed-amgen-and-ideaya"
X Link 2024-12-15T11:24Z [----] followers, [----] engagements
"Ottimo raises $140mn in pursuit of $100bn market for new cancer drugs - via @FT $XBI https://on.ft.com/41MOcYk https://on.ft.com/41MOcYk"
X Link 2024-12-23T15:01Z [----] followers, [----] engagements
""BeiGene $ONC is currently trading at a BIOSECURE 50% discount. A buyout deal should come with a 100% premium which would put its value at more than $40 billion similar to what Pfizer paid for Seagen." With BIOSECURE in limbo should BeiGene or Legend sell itself in [----] Analysts weigh in https://t.co/HD2O944sO0 With BIOSECURE in limbo should BeiGene or Legend sell itself in [----] Analysts weigh in https://t.co/HD2O944sO0"
X Link 2025-01-09T21:25Z [----] followers, [---] engagements
"@Biotech2k1 Vertex is a great example of both a winner but also of intentionally picking indications and a commercial strategy that can work as smaller company. There are [----] biotechs mostly working in the areas that pharma are best positioned to commercialise"
X Link 2025-01-15T16:15Z [----] followers, [---] engagements
"@BiotechCH @cngarabedian @TimOpler @SamFazeli8 @BrianSkorney @luba_greenwood @daphnezohar @bradloncar @LifeSciVC @MatteisPaul @t_lorriman @JMaraganore @mpreminger Will Stargate launch $RXRX into another dimension"
X Link 2025-01-24T16:58Z [----] followers, [---] engagements
"Novartis buys Blackstone's Anthos Therapeutics for up to $3.1Bn ($925M upfront $2.15Bn in m/s). https://www.reuters.com/markets/deals/novartis-agrees-acquire-anthos-up-31-bln-2025-02-11/ https://www.reuters.com/markets/deals/novartis-agrees-acquire-anthos-up-31-bln-2025-02-11/"
X Link 2025-02-11T18:19Z [----] followers, [---] engagements
"@GeneInvesting I think he just needs sunlight. I suggest we all move to San Diego. There is biotech there but also sun"
X Link 2025-02-13T21:28Z [----] followers, [--] engagements
"Ex-DeepMind scientist Simon Kohl raises $50M & launches AI drug discovery venture Latent Labs intending to service pharma with GenAI - via @FT https://on.ft.com/4hCJamw https://on.ft.com/4hCJamw"
X Link 2025-02-15T14:17Z [----] followers, [---] engagements
"@Andre_AGTC The $RVMD KRAS molecule looks really good. And obviously they have a ton of cash to do whatever they need to do"
X Link 2025-02-15T15:21Z [----] followers, [---] engagements
"Rallybio being valued at just $30M for the whole company is absolutely nuts $RLYB There are so many disjunctions in this market at the moment - in both directions"
X Link 2025-02-17T08:51Z [----] followers, [----] engagements
"@dudus_777 They are a high tech CRO that has suffered from the downturn in biotech & pharma investment over the last [--] years. I think that along with Evotec $EVT we've seen a bottom there & they now have an opportunity to grow & be cutting edge in the bio eng space"
X Link 2025-02-17T13:08Z [----] followers, [---] engagements
"@Biotech2k1 ASOs do not have more safety concerns directly than RNAi - you just have to solve the delivery challenges in order to dose correctly. I definitely agree that $IONS biggest problem is that they over-partnered but maybe there are coming out of that finally"
X Link 2025-02-17T15:54Z [----] followers, [---] engagements
"@Biotech2k1 The hub-and-spoke model is also difficult to value with $ROIV but they've certainly done some great deals"
X Link 2025-02-17T15:54Z [----] followers, [--] engagements
"Atomwise hires former eFFECTOR Therapeutics biotech vet as CEO amid revealing $45M series C raise & preclinical Tyk2 molecule progress. via @AndrewE_Dunn & @endpts https://endpts.com/exclusive-ai-biotech-atomwise-hires-new-ceo-raises-45m-series-c https://endpts.com/exclusive-ai-biotech-atomwise-hires-new-ceo-raises-45m-series-c"
X Link 2025-02-18T12:50Z [----] followers, [---] engagements
"Recursion CEO: Publicly funded research built the biopharma industry. Now it needs our help. Companies with resources must bridge the gap. From @RecursionChris. 👏 $RXRX https://www.statnews.com/2025/02/19/nih-research-funding-cuts-indirect-costs-sbir-recursion https://www.statnews.com/2025/02/19/nih-research-funding-cuts-indirect-costs-sbir-recursion"
X Link 2025-02-19T13:32Z [----] followers, [--] engagements
"@GeneInvesting @BiomedicalRX @Biotech2k1 Plus $ALNY"
X Link 2025-02-20T19:23Z [----] followers, [---] engagements
"This is a really good long read on the challenges & missteps of the CRISPR therapeutics field. Ultimately the technology is best suited to monogenic rare disease but the economics of the whole field have to get there first. @RLCscienceboss 👏 @endpts https://endpts.com/biotech-is-still-trying-to-make-crispr-a-success/ https://endpts.com/biotech-is-still-trying-to-make-crispr-a-success/"
X Link 2025-02-21T07:52Z [----] followers, [---] engagements
"Dear $HIMS The FDA says Ozempic Wegovy shortage is officially over https://endpts.com/fda-says-ozempic-wegovy-shortage-is-over https://endpts.com/fda-says-ozempic-wegovy-shortage-is-over"
X Link 2025-02-21T15:44Z [----] followers, [---] engagements
"RFK fixing how much US health insurers & PBMs rip off the American public on drug costs would be a real thing with real impact. If Americans knew how much PBMs were ripping them off they would be protesting PBMs favor brand over biosimilars (generics) bc [--]. Rebate Revenue [--]. Spread pricing [--]. Contracting agreements and White Listing [--]. Administrative Admin fees (Pharma to PBMs) [--]. PBM brand vol comt If Americans knew how much PBMs were ripping them off they would be protesting PBMs favor brand over biosimilars (generics) bc [--]. Rebate Revenue [--]. Spread pricing [--]. Contracting agreements and"
X Link 2025-02-22T07:54Z [----] followers, [----] engagements
"What % of your revenue is from the Glp1s Do you intend to continue selling on-patent Glp1 drugs going forwards $HIMS"
X Link 2025-02-23T11:14Z [----] followers, [----] engagements
"@monaco_biotech $BBIO management is clearly very good. They are building a commercial biopharma out of a biotech. They did the work (successfully) and they are still doing it"
X Link 2025-02-25T08:12Z [----] followers, [---] engagements
"@hjluks Interesting if creatine could play a role in muscle mass preservation for those losing weight fast on Glp1 drugs"
X Link 2025-02-25T13:32Z [----] followers, [---] engagements
"@PaulNiland The UK in particular the London property market is still extracting itself from the criminal mess caused by golden visas for "nice" Russian oligarchs"
X Link 2025-02-26T18:02Z [----] followers, [---] engagements
"BridgeBio oncology spinout to go public via combination with Helix Acquisition Corp. II SPAC to create $BBOT worth $949M. $BBIO https://endpts.com/bridgebio-oncology-spinout-to-go-public-via-combination-with-spac-from-cormorant-and-bihua-chen https://endpts.com/bridgebio-oncology-spinout-to-go-public-via-combination-with-spac-from-cormorant-and-bihua-chen"
X Link 2025-02-28T16:33Z [----] followers, [---] engagements
"Bristol Myers buys out cell therapy partner 2seventy bio $TSVT for $286M (a 80% premium on yesterday's close). https://endpts.com/bristol-myers-buys-out-cell-therapy-partner-2seventy-bio/ https://endpts.com/bristol-myers-buys-out-cell-therapy-partner-2seventy-bio/"
X Link 2025-03-11T15:02Z [----] followers, [---] engagements
"165 million Biovelocita II biotech seed fund (via LPs incl. Amgen BMS & Pfizer Ventures) to support EU biotech start-ups. It is part of the broader [---] billion pool of capital that Sofinnova disclosed earlier this month. @SofinnovaVC @ky_lahucik https://endpts.com/sofinnova-raises-e165m-for-new-early-stage-biotech-fund https://endpts.com/sofinnova-raises-e165m-for-new-early-stage-biotech-fund"
X Link 2025-03-18T12:21Z [----] followers, [---] engagements
"Buried in there; "Companies like CoreCivic and GEO Group receive government funding based on the number of people they detain which is why they lobby for stricter immigration policies. CoreCivic made $560m from Ice contracts & GEO Group $763m in [--] yr." https://twitter.com/i/web/status/1902823855342727674 https://twitter.com/i/web/status/1902823855342727674"
X Link 2025-03-20T20:45Z [----] followers, [---] engagements
"Cool to see this exciting new target and drug candidate getting out there and hopefully soon getting to help patients $RXRX Recursion at AACR: Potential first-in-class AI-designed GPR68 antagonists 💡 Two of our posters at the upcoming @AACR Annual Meeting April 25-30 in Chicago will highlight the characterization of our potential first-in-class GPR68 antagonists which are currently in preclinical https://t.co/R2fJ3qUnZM Recursion at AACR: Potential first-in-class AI-designed GPR68 antagonists 💡 Two of our posters at the upcoming @AACR Annual Meeting April 25-30 in Chicago will highlight the"
X Link 2025-03-26T22:41Z [----] followers, [----] engagements
"This is huge in the CV world ( $BMY / $CYTX / $EWTX); Mavacamten (BMS/MyoKardia) fails in Ph3 trial for non-obstructive HCM (ODYSSEY-HCM): https://news.bms.com/news/corporate-financial/2025/Bristol-Myers-Squibb-Provides-Update-on-Phase-3-ODYSSEY-HCM-Trial/default.aspx https://news.bms.com/news/corporate-financial/2025/Bristol-Myers-Squibb-Provides-Update-on-Phase-3-ODYSSEY-HCM-Trial/default.aspx"
X Link 2025-04-14T21:08Z [----] followers, [----] engagements
"Maybe not surprising given the IPF compound failure but Pliant $PLRX is going for a 45% RIF. 😢 $PLRX Pliant Therapeutics Announces Strategic Realignment of Workforce and Operations - PLRX BioPharmCatalyst https://t.co/pT2pu0bm5i $PLRX Pliant Therapeutics Announces Strategic Realignment of Workforce and Operations - PLRX BioPharmCatalyst https://t.co/pT2pu0bm5i"
X Link 2025-05-02T13:52Z [----] followers, [---] engagements
"Bristol Myers $BMY bets $1.5B on BioNTech's PD-L1xVEGF from Chinese Biotheus partner. https://endpts.com/bristol-myers-bets-1-5b-on-biontechs-pd-l1xvegf-from-biotheus https://endpts.com/bristol-myers-bets-1-5b-on-biontechs-pd-l1xvegf-from-biotheus"
X Link 2025-06-02T10:54Z [----] followers, [---] engagements
"Omega Funds matches size of [----] fund with $647M for life sciences startups; @OtelloVC https://endpoints.news/omega-funds-matches-size-of-2021-fund-with-647m-for-life-sciences-startups https://endpoints.news/omega-funds-matches-size-of-2021-fund-with-647m-for-life-sciences-startups"
X Link 2025-07-21T12:37Z [----] followers, [---] engagements
"Evotec shares drop sharply after lowering [----] revenue forecast for [----] to 800M. https://ih.advfn.com/market-news/article/13102/evotec-shares-drop-sharply-after-lowering-2025-revenue-forecast https://ih.advfn.com/market-news/article/13102/evotec-shares-drop-sharply-after-lowering-2025-revenue-forecast"
X Link 2025-07-22T03:55Z [----] followers, [---] engagements
"@PhilipHemme 😢"
X Link 2025-07-22T04:44Z [----] followers, [--] engagements
"Abivax $ABVX shares up over 550% as ulcerative colitis drug scores two Phase [--] wins https://endpoints.news/abivax-shares-up-over-400-as-ulcerative-colitis-drug-scores-two-phase-3-wins/ https://endpoints.news/abivax-shares-up-over-400-as-ulcerative-colitis-drug-scores-two-phase-3-wins/"
X Link 2025-07-23T17:12Z [----] followers, 17.5K engagements
"Revlimid is an immuno-modulatory drug and it would make sense that the immune systems of 75yr olds with multiple myeloma after multiple lines of therapy might not be in the best shape. That doesn't mean that the drug doesn't work in younger age groups in earlier therapy line & in combination with other drugs. https://twitter.com/i/web/status/1950957345649123815 https://twitter.com/i/web/status/1950957345649123815"
X Link 2025-07-31T16:30Z [----] followers, [--] engagements
"FDA approves Ionis ASO drug (donidalorsen branded as Dawnzera) the first RNA-targeted drug for hereditary angioedema or HAE. https://endpoints.news/fda-approves-ionis-rna-targeting-therapy-to-treat-rare-disease-that-causes-swelling-attacks https://endpoints.news/fda-approves-ionis-rna-targeting-therapy-to-treat-rare-disease-that-causes-swelling-attacks"
X Link 2025-08-21T20:29Z [----] followers, [----] engagements
"@ldtimmerman @vintweeta @a16zBioHealth So where are you traversing on Oct. 4th"
X Link 2025-09-04T18:45Z [----] followers, [--] engagements
"I missed mentioning Arrowhead $ARWR here too . . . up 100% since I forgot to write it here 🫣 . . . Go $CRNX 🚀 Would a basket of publically traded San Diego biotechs out-perform the market 🤔 ( $XBI) ( $ACAD $ANAB $RNA $CLDI $CAPR $CRNX $EXEL $FATE $ILMN $LGND $MNOV $NBIX $QDEL $TBIO $TVTX) Would a basket of publically traded San Diego biotechs out-perform the market 🤔 ( $XBI) ( $ACAD $ANAB $RNA $CLDI $CAPR $CRNX $EXEL $FATE $ILMN $LGND $MNOV $NBIX $QDEL $TBIO $TVTX)"
X Link 2025-09-25T21:45Z [----] followers, [----] engagements
"Given the pipeline & potential and this split proposal AnaptysBio ( $ANAB) looks bizarrely undervalued. Another great San Diego biotech. I think many of these disjunctions exist after 3-4 years of this biotech winter"
X Link 2025-10-01T12:56Z [----] followers, [---] engagements
"@therealRYC @KeithSakata I think it was known that parental age increases were a major driver of increased autism rates. The vast majority of the increase in autism numbers are inclusion criteria diagnosis & awareness (60-80%). But what percentage of the 5x increase comes from parental age 10-20%"
X Link 2025-10-09T21:42Z [----] followers, [---] engagements
"Tvardi's $TVRD stock crashes as STAT3 drug fails in Phase [--] in IPF after extensive dropouts from side effects & no efficacy over placebo. Another failure of another pleiotropic growth factor type target in IPF. "Tvardi seemingly wasnt able to do so without causing intolerable side effects." 50% rate in the treatment arms for doses that didn't have efficacy. https://t.co/2KcJ6iSFFD Another failure of another pleiotropic growth factor type target in IPF. "Tvardi seemingly wasnt able to do so without causing intolerable side effects." 50% rate in the treatment arms for doses that didn't have"
X Link 2025-10-13T17:04Z [----] followers, [----] engagements
"Sanofi $SNY inks $500m potential deal with Evoq for access to their antigen delivery nanodisc tech for use in autoimmune. https://www.fiercebiotech.com/biotech/sanofi-inks-500m-deal-evoq-next-gen-autoimmune-tech https://www.fiercebiotech.com/biotech/sanofi-inks-500m-deal-evoq-next-gen-autoimmune-tech"
X Link 2025-10-16T17:10Z [----] followers, [---] engagements
"@yaireinhorn What do you expect will change"
X Link 2025-10-20T14:03Z [----] followers, [--] engagements
"Brilliant to have Denis join us with his vast ASO drug development experience from Regulus Ionis etc. 🚀"
X Link 2025-10-22T12:43Z [----] followers, [---] engagements
"Validates (arguably) Sanofi's acquisition of San Diego biotech Inhibrx. Sanofi drug acquired in buyout succeeds in rare disease trial https://t.co/Sw4uV6Fqal by @Lilah_Alvarado $SNY $BEAM $WVE $KRRO Sanofi drug acquired in buyout succeeds in rare disease trial https://t.co/Sw4uV6Fqal by @Lilah_Alvarado $SNY $BEAM $WVE $KRRO"
X Link 2025-10-22T17:57Z [----] followers, [----] engagements
"@SamDavisEsq You can stand at the outdoor bar at Torrey Pines golf course and point to about $25bn of acquisitions in the last [--] years The other half is still there . . "
X Link 2025-10-22T18:24Z [----] followers, [--] engagements
"Arguably validating Sanofi's investment . . . going well for them today $SNY $VYTX Ventyx Biosciences Announces Positive Topline Results from Phase [--] Study of VTX3232 in Participants with Obesity and Cardiovascular Risk Factors $VYTX Ventyx Biosciences Announces Positive Topline Results from Phase [--] Study of VTX3232 in Participants with Obesity and Cardiovascular Risk Factors"
X Link 2025-10-22T21:35Z [----] followers, [---] engagements
"@MattyKirsh @abbvie I dont think that this is a story of US vs China. It's a story about when you start with what information at the beginning and how efficiently you execute"
X Link 2025-10-22T23:11Z [----] followers, [---] engagements
"@houndcl @DickMedChem @Sanctuary_Bio Agreed. And NLRP3 inhib has many potential CNS and I&I (neuro inflammation) uses. Granted no-one (not Roche Novartis (Inflazome/IFM expensive acquisitions) Novo (Ventus) or Nodthera (yet)) have proven this clinically. Many pharma stopped going after the target"
X Link 2025-10-22T23:51Z [----] followers, [---] engagements
"@LifeSciVC The first author is actually RFK's academic pseudonym"
X Link 2025-10-23T00:11Z [----] followers, [---] engagements
"@Biotech2k1 $IONS or $ARWR as the next $ALNY - discuss"
X Link 2025-10-24T13:37Z [----] followers, [---] engagements
"Biotech Biogen beefs up immunology pipeline with $1B deal for Vanqua's preclinical C5aR1 antagonist https://www.fiercebiotech.com/biotech/biogen-beefs-immunology-pipeline-1b-deal-vanquas-pre-clinical-c5ar1-antagonist https://www.fiercebiotech.com/biotech/biogen-beefs-immunology-pipeline-1b-deal-vanquas-pre-clinical-c5ar1-antagonist"
X Link 2025-10-24T16:21Z [----] followers, [---] engagements
"@A_May_MD @Andre_AGTC Just to insert some breathing space into this $ntla shouting on X today (& not to downplay the event) but DILI tox is on the label of a lot of approved drugs Hy's law is just a level of it & who knows what else one [--] yr old patient (in 600) was also taking. @GeneInvesting"
X Link 2025-10-28T02:33Z [----] followers, 14.6K engagements
"@GeneInvesting To be clear - it needs to be investigated properly. Odd that it wasn't tested for (unless it happened really fast) or that management couldn't have handled this rather better. (I have no position)"
X Link 2025-10-28T02:37Z [----] followers, [---] engagements
"@prmshra @SimonDBarnett We're [--] months off all time lows after an unprecedented [--] year bear market and already people are talking about a bubble. Jeez"
X Link 2025-10-31T02:57Z [----] followers, [--] engagements
"Abivax $ABVX (like Regulus - acq by Novartis) have successfully shown that targeting non-coding miRNA can have disease modifying & lasting affect. Haya Therapeutics are taking that to the next level in targeting cell-state specific LncRNAs to precisely reprogram diseased cells. The story of Abivax ( $ABVX ) told by lead investors @SofinnovaVC (Kinam Hong) and CEO Marc de Garidel. They were [--] hrs from bankruptcy in [----] and now have an $8bn market cap #BioEurope25 https://t.co/4svrtJfspZ The story of Abivax ( $ABVX ) told by lead investors @SofinnovaVC (Kinam Hong) and CEO Marc de Garidel."
X Link 2025-11-03T13:53Z [----] followers, [----] engagements
"@docrodwong I'm sure @MartyMakary will be able to explain this $QURE trainwreck for the FDA . . "
X Link 2025-11-03T15:30Z [----] followers, [----] engagements
"Novartis have really upped their game this year @ #bioeurope25"
X Link 2025-11-03T19:16Z [----] followers, [----] engagements
"@ablT315I @rtnarch There is a bificated economy & we are arguing about this from [--] completely different places. Economic averages are distorting. Telling people "trickle down is coming for you eventually I promise" won't cut it anymore. Trump and Mamdani are both results of the same dysjunction"
X Link 2025-11-04T07:46Z [----] followers, [--] engagements
"Recursion Announces CEO Transition Plan to Drive Next Phase of Growth - Chris to Najat. $RXRX https://ir.recursion.com/news-releases/news-release-details/recursion-announces-ceo-transition-plan-drive-next-phase-growth https://ir.recursion.com/news-releases/news-release-details/recursion-announces-ceo-transition-plan-drive-next-phase-growth"
X Link 2025-11-05T11:43Z [----] followers, [---] engagements
"@davidycli Ha No way pharma is doing revenue share on drugs with ChatGPT That's some serious reality distortion right there"
X Link 2025-11-06T06:25Z [----] followers, [---] engagements
"@GerritD The only way [--] is happening is if OpenAI/Microsoft actually invest in biotech/pharma companies because otherwise there is no way drug revenue gets shared via ChatGPT. Biotech would definitely appreciate the investment & collaboration though"
X Link 2025-11-06T06:28Z [----] followers, [----] engagements
"@davidycli Its only possible if OpenAI/Microsoft do "creative" deals with biotech that then get acquired by pharma (i.e. they invest in them)"
X Link 2025-11-06T06:47Z [----] followers, [--] engagements
"@daphnezohar I went through a phase of being pretty stressed about the conspiratorial & conflict driving edge on everything. But you come to realise that big media live off drama & social media algorithms thrive on it. I feel like I've come through the other side & just see it now"
X Link 2025-11-11T00:07Z [----] followers, [---] engagements
"From [----] to [----] AbbVie poured a total of $1.75 billion into the Calico collaboration . . . https://www.fiercebiotech.com/biotech/abbvie-cuts-ties-calico-100-scientists-after-11-year-partnership https://www.fiercebiotech.com/biotech/abbvie-cuts-ties-calico-100-scientists-after-11-year-partnership"
X Link 2025-11-13T00:11Z [----] followers, [----] engagements
"@BRAINCURES @abbvie @calico That's certainly an interesting way to look at it"
X Link 2025-11-13T14:19Z [----] followers, [--] engagements
"Another day another San Diego biotech acquisition . . . $CDTX Another day another competitive biotech sellside https://t.co/5ULxul3wcV Another day another competitive biotech sellside https://t.co/5ULxul3wcV"
X Link 2025-11-13T23:40Z [----] followers, [----] engagements
"100% premium for a company who's mc was already up 300% this year. Did I mention it was another San Diego biotech acquisition Well done team Cidara $CDTX $MRK x $CDTX Its official: Merck will acquire Cidara for $221.50 per share in cash for a total transaction value of approximately $9.2 billion. And big premiums are back See $PFE x $MTSR (take two) as well https://t.co/klzfg3oaCG $MRK x $CDTX Its official: Merck will acquire Cidara for $221.50 per share in cash for a total transaction value of approximately $9.2 billion. And big premiums are back See $PFE x $MTSR (take two) as well"
X Link 2025-11-14T14:20Z [----] followers, [----] engagements
"Artios Pharma raises $115M series D from SV Health Investors & RA Cap & Janus Henderson Investors (plus other current investors) for clinical ATR & Polth DNA damage response programs. https://endpoints.news/artios-pharma-raises-115m-for-dna-damage-response-programs https://endpoints.news/artios-pharma-raises-115m-for-dna-damage-response-programs"
X Link 2025-11-17T17:31Z [----] followers, [---] engagements
"$3bn for a phase 1/2 oncology induced-proximity (glue/protac-like) drug with positive data in prostate cancer. https://endpoints.news/jj-to-buy-halda-for-3-05b-adding-startups-riptac-cancer-drug https://endpoints.news/jj-to-buy-halda-for-3-05b-adding-startups-riptac-cancer-drug"
X Link 2025-11-17T19:39Z [----] followers, [----] engagements
"$6.2Bn in seed funding . . . 🚀 Why I have been distracted: Vik Bajaj and I co-founded Project Prometheus (Vik built it) with Jeff Bezosimpressive resume and good references and Rick Klausner and an amazing team of founding AI researchers and engineers. More to come later. https://t.co/GX0jOOB3kJ Why I have been distracted: Vik Bajaj and I co-founded Project Prometheus (Vik built it) with Jeff Bezosimpressive resume and good references and Rick Klausner and an amazing team of founding AI researchers and engineers. More to come later. https://t.co/GX0jOOB3kJ"
X Link 2025-11-17T22:01Z [----] followers, [----] engagements
"You come to San Diego for the beaches & sunsets but you stay for sunrise over the mountains (And the biotech. And the biking). 😻"
X Link 2025-11-18T02:34Z [----] followers, [--] engagements
"You come to San Diego for the beaches & sunsets but you stay for the sunrises over the mountains (And the biotech. And the biking). 😻"
X Link 2025-11-18T02:37Z [----] followers, [---] engagements
"Can GLP-1 drugs treat Alzheimers Novo Nordisk will soon announce key results. https://www.statnews.com/2025/11/19/novo-nordisk-clinical-trial-semaglutide-treatment-alzheimers https://www.statnews.com/2025/11/19/novo-nordisk-clinical-trial-semaglutide-treatment-alzheimers"
X Link 2025-11-19T14:25Z [----] followers, [----] engagements
"@yaireinhorn @Doctor_Salomon @EliLillyandCo @cremieuxrecueil @Maximus_Holla @BrandonVanZee @bradloncar @TimOpler Agreed. It won't make much difference due to how dominant terzepatide is especially with timing & retetrutide coming after orforglipron as well. Lilly will be the dominant pharma for at least the next decade but are using that position to build for beyond that"
X Link 2025-11-22T14:29Z [----] followers, [--] engagements
"@yaireinhorn @Doctor_Salomon @EliLillyandCo @cremieuxrecueil @Maximus_Holla @BrandonVanZee @bradloncar @TimOpler Great question. I think it's not digital - many pharma have good management. Maybe failures of the past has made them analytical and focused. Luck always plays a part in drug R&D but they are smart enough to try to actively capitalize on their position now (not all do that)"
X Link 2025-11-22T15:00Z [----] followers, [--] engagements
"Lilly $LLY just became the first ever trillion $ pharma company. They are leading the world in metabolic disease but critically with actual preventative benefit for the first time & also leading in direct to patient (customer) access. They've established the lead but are investing to the future of maintaining that both through internal pipeline and a network of external investments to bring in innovation. This is all worth saying because I dont think that the coordination of all of this has at such scale ever been enabled by a single pharma before"
X Link 2025-11-22T21:57Z [----] followers, [----] engagements
"@JasonFord6 I guess https://www.statnews.com/2025/06/17/eli-lilly-to-buy-verve-gene-editing-biotech/ https://www.statnews.com/2025/06/17/eli-lilly-to-buy-verve-gene-editing-biotech/"
X Link 2025-11-23T21:32Z [----] followers, [---] engagements
"@AppleHelix Not sure how that works. He seems to be just fully driving this distorted stance. It is aligned with RFK's antivax agenda. So apart from the real danger to lives that they are creating where's the risk to his job in the current idiocracy environment"
X Link 2025-11-30T02:34Z [----] followers, [---] engagements
"What it looks like when you hit your primary endpoint in a phase [--] trial and everyone thought you were going to fail (Have I mentioned San Diego biotech recently). $CAPR On $CAPR the primary endpoint was not changed. Those alleging otherwise are incorrect. The mean change on the PUL [---] endpoint was [---] points favoring deramiocel over placebo. From CEO Linda Marban: "Capricors external statistical vendor followed the pre-specified On $CAPR the primary endpoint was not changed. Those alleging otherwise are incorrect. The mean change on the PUL [---] endpoint was [---] points favoring deramiocel"
X Link 2025-12-03T14:34Z [----] followers, 19.3K engagements
"@Mykalt45 I think being in San Diego alters a variable in your PoS adjusted NPV model"
X Link 2025-12-03T15:14Z [----] followers, [--] engagements
"@avidresearch @MartinShkreli Quite the contrast between data reaction and presentation between $CAPR and $JANX this week"
X Link 2025-12-05T14:57Z [----] followers, [---] engagements
"@BiopharmIQ The contradiction in $CAPR & $JANX this week is quite the tale of biotech public company expectation management"
X Link 2025-12-05T22:23Z [----] followers, [---] engagements
"I love these post-deal proxy statements and this is a particularly great one with the story of a [--] pharma company bidding war for $CDTX. Brilliant stuff 👏 https://t.co/hlqEUXKXSX You can read it here. Page [--] onwards. https://t.co/hlqEUXKXSX You can read it here. Page [--] onwards"
X Link 2025-12-05T23:30Z [----] followers, [----] engagements
"@prmshra @MartinShkreli Both say hi if you're every in San Diego"
X Link 2025-12-08T01:46Z [----] followers, [--] engagements
"Biopharmas reawakened interest in cardiovascular diseases spans new targets and modalities with Haya Therapeutics one of the few & most innovative early biotechs in the space. https://www.nature.com/articles/s41587-025-02933-0 https://www.nature.com/articles/s41587-025-02933-0"
X Link 2025-12-09T00:52Z [----] followers, [----] engagements
"Novartis Strikes Deal With UK Biotech Relation Therapeutics in I&I - $55M upfront up to $1.7B biobucks. https://www.bloomberg.com/news/articles/2025-12-09/novartis-strikes-1-7-billion-drug-target-deal-with-uk-biotech https://www.bloomberg.com/news/articles/2025-12-09/novartis-strikes-1-7-billion-drug-target-deal-with-uk-biotech"
X Link 2025-12-09T14:10Z [----] followers, [----] engagements
"@PearlF @CEOCorbus Maybe the simplest thing to say is that almost all cases in both continents are in unvaccinated [--] yr olds and indeed they tend to happen in pocket communities of particularly low vax rates"
X Link 2025-12-09T22:54Z [----] followers, [--] engagements
"@seedy19tron Can Sanofi compete here They are currently the leader in I&I. The dont need a plane to get to Paris The French have a way of keeping things in France"
X Link 2025-12-10T14:51Z [----] followers, [---] engagements
"2025 was the year I joined Haya. What an amazing team Between Switzerland Boston and San Diego we work to bring cutting edge multimodal functional genomics and drug design together with necessary AI/ML to understand and reverse the cell state programming of disease. Some of the science I've seen this year is like nothing I've seen in my whole career. But having the drive and confidence to be a first-in-biology biotech and to single-handedly show the world how chronic diseases of aging can be reversed via the regulatory genome requires more than just great science; it needs incredible"
X Link 2025-12-12T19:28Z [----] followers, [----] engagements
"Another San Diego biotech gets acquired . . . $SWOBY ( $xbi ) Swedens SOBI to acquire private San Diego biotech Arthrosi for up to $1.5 billion: Arthrosi Therapeutics Inc. is a clinical-stage biotechnology company based in San Diego California focused on developing novel therapies for gout and related conditions such $SWOBY ( $xbi ) Swedens SOBI to acquire private San Diego biotech Arthrosi for up to $1.5 billion: Arthrosi Therapeutics Inc. is a clinical-stage biotechnology company based in San Diego California focused on developing novel therapies for gout and related conditions such"
X Link 2025-12-14T04:04Z [----] followers, [----] engagements
"I don't think this is a good thing for the industry @PeterKolchinsky. Do doctors really need me to watch Keytruda ads so I can help them to decide how to treat my cancer Almost 10% of all television advertising spend comes from pharmaceutical companies. As the country has grown older pharma's share has grown so much that its ads already represent the second-largest share of television advert money How do pharma ads affect population health🧵 https://t.co/r4J6vjg5Ek Almost 10% of all television advertising spend comes from pharmaceutical companies. As the country has grown older pharma's share"
X Link 2025-12-16T03:20Z [----] followers, [----] engagements
"GSK pays $17.5M to pitch its tent with CAMP4 in regulatory RNA deal. $camp https://www.fiercebiotech.com/biotech/gsk-pays-175m-pitch-its-tent-camp4-regulatory-rna-deal https://www.fiercebiotech.com/biotech/gsk-pays-175m-pitch-its-tent-camp4-regulatory-rna-deal"
X Link 2025-12-18T14:22Z [----] followers, [---] engagements
"@doepke_michel No perfect way to value the $ABVX drug but do the rough assuming analysis around UC being the 6th biggest I&I revenue driver (within a $200Bn a yr I&I market growing to $300Bn by 2030) at $10B - so grows to $15B 50% of that for peak & 2x net (85%) means $12.8B mc so $162"
X Link 2025-12-18T19:06Z [----] followers, [---] engagements
"@JackMan724444 @doepke_michel Well its massive market partly due to the [--] drugs already on the market that are sold for it (UC plus Crohns) (even if they are not great) and other competitors are coming. In the hands of Sanofi or Lilly the drug will do very well sure"
X Link 2025-12-19T00:07Z [----] followers, [--] engagements
"@JackMan724444 @doepke_michel Well there are several but the TL1A (Merck) and other IL23 and anti- TNF that are being tested in the space"
X Link 2025-12-19T00:23Z [----] followers, [--] engagements
"@BiotechCH @daphnezohar @LifeSciVC @EricSchmidt151 @bradloncar @TimOpler @MatteisPaul @mpreminger @ColonGraceE @SamFazeli8 @JMaraganore @nytimes To reiterate what was said all the division heads have been swapped out 20% (4000 folks) have left DOGE fired the HR group so they can't hire anyone & it takes a year to hire someone & [--] years to train them Sounds like FDA has been double decimated. Comments. @DrMakaryFDA"
X Link 2025-12-19T18:47Z [----] followers, [---] engagements
"@PickingMyOwn I think it'd take the long-term & CD data to get that valuation - so not for another [--] months. I hope management pushes for that because it's the right thing to do. But question will still be (from board) if to take some risk off the table and do at a lower price now. Fun times"
X Link 2025-12-19T19:21Z [----] followers, [---] engagements
"@Andre_AGTC Carlsbad"
X Link 2025-12-20T00:29Z [----] followers, [---] engagements
"@zachweinberg Here's guessing that the intern that did that knew what they were doing"
X Link 2025-12-24T13:38Z [----] followers, [---] engagements
"@Andre_AGTC Ha agreed. I thought the FDA published all the CRLs straight away now"
X Link 2025-12-25T18:26Z [----] followers, [---] engagements
"@biogerontology That's a myth due to creatinine being the blood marker used to measure kidney function (and muscle breakdown)"
X Link 2025-12-28T14:16Z [----] followers, [----] engagements
"Vertex's trikafta/kalydeco (via the Aurora acquisition) is one the biggest successes of modern drug discovery in how it has transformed the lives of CF patients. A pleasant read for your holidays about the experience of receiving the opposite of a terminal diagnosis. People born with CF the same year as me (1992) lived to a median age of [--]. Now the median age of death is over [--]. https://t.co/8NXPatsLg2 A pleasant read for your holidays about the experience of receiving the opposite of a terminal diagnosis. People born with CF the same year as me (1992) lived to a median age of [--]. Now the"
X Link 2025-12-28T19:01Z [----] followers, [----] engagements
"@GeneInvesting Well no they acquired Aurora (San Diego company) and found kalydeco with their cutting-edge (at the time - 2001) membrane protein screening tech"
X Link 2025-12-28T20:25Z [----] followers, [---] engagements
"@bradloncar Now do San Diego"
X Link 2025-12-29T20:37Z [----] followers, [----] engagements
"Are Anthropic planning on becoming a biotech company Are you an experimental biologist interested in working at the frontier of AI x Bio Then come work with the life sciences team at Anthropic Experienced wet lab wizards are welcome to apply. https://t.co/2m9YEjfwqp Are you an experimental biologist interested in working at the frontier of AI x Bio Then come work with the life sciences team at Anthropic Experienced wet lab wizards are welcome to apply. https://t.co/2m9YEjfwqp"
X Link 2025-12-30T15:09Z [----] followers, 30.8K engagements
"@LifeSciVC I think that's fair in terms of a perspective and even a prediction but its worth acknowledging with all the recent M&A where you/we might be wrt the recent Endpoints sentiment survey. The trickle-down economy of biotech . . "
X Link 2025-12-31T16:45Z [----] followers, [----] engagements
"@ppearlman 20+ biotech IPOs in [----] alongside best ever year for biotech M&A and lots of 100+% gains in individual biotech valuations"
X Link 2025-12-31T22:33Z [----] followers, [---] engagements
"@BooBoo_Ace @simonmaechling Klara is literally correct. It just sounds oddly like she isn't because the phrase sounds similar to something else. Its like a play on words. Sort of. An exercise in paying close attention to their meaning perhaps"
X Link 2026-01-01T02:18Z [----] followers, [--] engagements
"@A_May_MD @pawcio2009 May I just make the rather irrelevant (but interesting 🤓) observation that both $RGLS and $ABVX are drugs that exert their MoA via non-coding RNAs (regulatory genome - albeit miRNAs). I now work with the designer of farabursen. But whatever - great performance GL in 2026"
X Link 2026-01-01T20:19Z [----] followers, [----] engagements
"2026 to see a surge in biotech M&A. $XBI (& biotech IPOs too probably) https://endpoints.news/biotechs-groove-is-back-for-2026-as-xbi-surges-on-ma-and-lower-rates https://endpoints.news/biotechs-groove-is-back-for-2026-as-xbi-surges-on-ma-and-lower-rates"
X Link 2026-01-02T15:04Z [----] followers, [---] engagements
"Abbvie licenses Chinese DLL3 T-cell engager from Zelgen - $100M upfront $1.1B biobucks. https://endpoints.news/abbvie-does-t-cell-engager-deal-in-china-for-zelgens-dll3-targeted-drug https://endpoints.news/abbvie-does-t-cell-engager-deal-in-china-for-zelgens-dll3-targeted-drug"
X Link 2026-01-02T15:10Z [----] followers, [----] engagements
"@5060fit @Brady_H IMHO the Garmin definition is the one that correlates best with what people imagine RHR means"
X Link 2026-01-02T22:11Z [----] followers, [--] engagements
"@PersimmonTI You not adding $VKTX to that discussion"
X Link 2026-01-03T02:15Z [----] followers, [---] engagements
"@celinehalioua San Diego is like this for the last week"
X Link 2026-01-03T21:29Z [----] followers, [---] engagements
"@rtnarch Whether you like it or not Mamdani was democratically elected. The other two were not and were/are not warmly embracing anyone"
X Link 2026-01-03T23:56Z [----] followers, [---] engagements
""quantum computing and blockchain enabled tokenization" of biology . . . Huh So what will we at NantWorks reveal in [----] A decade of stealth and science to make change in the world : From complexities of the immune system to next gen cell therapy from NK to T to B cells from cancer to auto immune disease to robotics to AI to moving data at the speed So what will we at NantWorks reveal in [----] A decade of stealth and science to make change in the world : From complexities of the immune system to next gen cell therapy from NK to T to B cells from cancer to auto immune disease to robotics to AI"
X Link 2026-01-05T00:00Z [----] followers, [----] engagements
"If theres one thing that pharma are good at it's selling drugs. Biotech are not built to do that and building the team and network to do it is very hard and likely to not be as good as at a pharma. Meanwhile the biotech team can go do what they do again. Patients & shareholders are better off if the biotech is acquired"
X Link 2026-01-06T14:31Z [----] followers, [---] engagements
"@Biotech2k1 @yaireinhorn @evaluatepharma @cremieuxrecueil @TimOpler @BiotechCH @SamFazeli8 @Maximus_Holla @Stocktwits @unusual_whales @bradloncar @BrandonVanZee I'd love to believe you're right. Indeed it works sometimes but its very rare"
X Link 2026-01-06T14:41Z [----] followers, [--] engagements
"@Biotech2k1 @yaireinhorn @evaluatepharma @cremieuxrecueil @TimOpler @BiotechCH @SamFazeli8 @Maximus_Holla @Stocktwits @unusual_whales @bradloncar @BrandonVanZee Commercialisation is a point of failure. I'm not disagreeing with what you're saying on the value destruction that can occur from a platform perspective but the likelihood is still that the pharma does a better job selling the lead drug"
X Link 2026-01-06T14:53Z [----] followers, [--] engagements
"GSK to pay $50M to use Noetik's AI cancer models. Good work @Ronalfa https://endpoints.news/gsk-noetik-sign-cancer-deal-on-ai-virtual-cell-models https://endpoints.news/gsk-noetik-sign-cancer-deal-on-ai-virtual-cell-models"
X Link 2026-01-08T14:23Z [----] followers, [---] engagements
"@SquawkCNBC @BeckyQuick p.s. I assume the ASO (anti-sense oligonucleotide that you almost pronounced) is the one in the clinic from Camp4 ( $CAMP ) which has the potential to enhance Syngap1 production in the brain"
X Link 2026-01-08T23:00Z [----] followers, [----] engagements
"No. [--] already - Roger Perlmutter's Eikon Therapeutics files for an IPO in major test for whether biotech's rally will take the next step. https://endpoints.news/eikon-therapeutics-files-for-ipo-testing-biotech-rally Is the biotech IPO window properly open again [--] IPOs in [----] Very healthy looking book for Aktis raising $318M for radiopharmaceuticals. https://t.co/8a9B3pkzsS https://endpoints.news/eikon-therapeutics-files-for-ipo-testing-biotech-rally Is the biotech IPO window properly open again [--] IPOs in [----] Very healthy looking book for Aktis raising $318M for radiopharmaceuticals."
X Link 2026-01-09T22:46Z [----] followers, [----] engagements
"Mirador (former Prometheus management) raises $250M series B - after $400M series A - plans to become immunology powerhouse (and probably IPO this year). https://endpoints.news/mirador-raises-250m-with-plans-to-become-an-immunology-powerhouse/ https://endpoints.news/mirador-raises-250m-with-plans-to-become-an-immunology-powerhouse/"
X Link 2026-01-11T16:08Z [----] followers, [----] engagements
"@JoseRestonVA Another exciting San Diego biotech"
X Link 2026-01-11T16:24Z [----] followers, [---] engagements
"Man Utd - the gift that just keeps on giving To be out of every competition by Jan 11th is really an amazing achievement that maybe even goes beyond almost getting relegated last season. I cant wait for what's next"
X Link 2026-01-11T18:46Z [----] followers, [---] engagements
"And that's a wrap folks Genuinely great few days in SF 🌞. Great positivity from investors pharma & bankers alike for the differentiated approach that we're taking to reprogramming of chronic disease at Haya. Thanks to @lathamwatkins for the panel arrangements too #JPM26"
X Link 2026-01-15T01:33Z [----] followers, [----] engagements
"@simonmaechling You missed the step where they were convinced to do this by a reliance on a supply of gas from Russia"
X Link 2026-01-15T14:44Z [----] followers, [---] engagements
"My entire X feed is now @Products ads and I cant block or mute them. (Well plus @adamfeuerstein seemingly)"
X Link 2026-01-16T01:12Z [----] followers, [----] engagements
"@Alan_Couzens I have this feeling that our sense of time is linked to the experience of novel events. As we get older we've just done everything & get into a pattern. Every year when a lot happens (child move jobs house etc.) I feel like time dilates as i look back. There's a lesson here"
X Link 2026-01-18T00:38Z [----] followers, [---] engagements
"@awjuliani The answer to your question is San Diego"
X Link 2026-01-22T11:35Z [----] followers, [---] engagements
"@MarioNawfal Would love to discuss with you @elonmusk about how aging really works at cell state programming level"
X Link 2026-01-22T21:19Z [----] followers, [----] engagements
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