Novo's Vivtex Deal Could Unlock Superior Oral Obesity Meds
With Vivtex deal, Novo gains a chance at better oral obesity drugs https://t.co/DhIelbC9jI by @gwendolynawu $NVO #obesity
Dr. Hotez Warns of America's Vaccination Crisis
Stand Up! with Pete Dominick: 1538 Dr Peter Hotez on the state of Vaccination in America. My latest with @PeteDominick https://t.co/LsuvmglNBx
China's Asset Prices Rise, Ending Bargain-Basement Era
Assets from China are ubiquitous but China is no longer the 'bargain basement' in terms of deals. Will be interesting to see how rising prices impact deal interest https://t.co/yM3P28QCDc $XBI $IBB $BBC https://t.co/W61XACPX7O
We All Ingest GMO Carbon From the Atmosphere
Can anything really be “GMO-free” these days? The answer is definitely no. A significant % of all atmospheric CO2 was made by GMO crops in the last 30 yrs, and these molecules cycles back into all plants and into your...
Bull Slams Wedbush's ABVX Report as Terrible
Lot's of requests to discuss the Wedbush report on $ABVX today. It's a doozy. Obviously I'm a biased bull so sure, take my thoughts with a grain of salt, but this is truly, awful work from my perspective....
FDA Says Data, Not Numbers, Prove IBRX Benefit
Th FDA is absolutely correct, and confirms what I’ve said all along. This $IBRX @DrPatrick “lymphopenia” push means nothing until or unless they come up with real data showing patient benefit. The “number” doesn’t matter.
Biotech Embraces Data‑Driven Mornings, Gains Afternoons
I love that biotech has returned to the "data in the morning, raise in the afternoon" way of living its best life. $VIR $PVLA
Former Pfizer CMO Joins $HELP, Credibility Boosted
$HELP adds former Pfizer CMO Dr. Freda Lewis-Hall to its board. Big pharma credibility bump. Now the pipeline has to earn it. https://t.co/CK7PsBE9B8
FDA Needs Clear Standards for Rare Disease Trials
If FDA is serious about moving with urgency in rare disease, the key question is evidentiary standards. Speed matters. But clarity on what constitutes “adequate and well-controlled” in ultra-small populations matters more. Predictability > rhetoric https://t.co/XVXg71NmGq
AI Must Model Dynamic Biology, Not Static Proteins
There is one major barrier blocking AI from truly reshaping biology and no one is talking about it. Biology is not static. Most AI breakthroughs so far have treated proteins, cells, and systems as frozen objects. That abstraction worked to get...
Hepta‑refractory Myeloma Arises via Sequential CD38
The evolution to hepta-refractory myeloma involves sequential loss of CD38, BCMA and GPRC5D [Feb 17, 2026] Riedhammer et al. @LeukemiaJnl https://t.co/EyGBz7sEQz #mmsm #PrecisionMedicine #caxtx
Future Wedbush Take on ABVX M&A Will Be Hilariously Absurd
Looking forward to dusting off some of these absolutely asinine takes from the Wedbush report after $ABVX M&A. It’ll be even funnier then than it is today. Until then, 🥱
Vir Surges After Astellas Partnership and T‑cell Data
Vir climbs on Astellas deal, study results for ‘masked’ T cell engager https://t.co/336c9FJdjt by @Lilah_Alvarado $VIR + 27% $JANX $ALPMY
Novo Slashes GLP‑1 Prices; Palvella Spikes on Data
Novo to cut GLP-1 drug prices; Palvella soars on study data https://t.co/UAs4IETgPX $NVO $PVLA+ 32% $GOSS $VNDA $PFE #biotech
Roctavian Withdrawn, Exposing Science‑to‑market Gap
Failing to find a buyer, BioMarin is voluntarily withdrawing Roctavian from the market. A fitting end for what was once one of the highest-profile gene therapies in development — and a reminder of the gap between promising science and a viable...
Novo Highlights New Data on Triple‑Target Obesity Therapy
Novo, searching for a spark, spotlights new data for three-pronged obesity drug https://t.co/pPo9Oc1wlF $NVO $LLY #obesity
FDA Draft Guidance Boosts Individualized Therapy Innovation
FDA Issues Plausible Mechanism Pathway Draft Guidance to Spur Innovation for Individualized Therapies https://t.co/OZW6Q27zMa via @Inside_PM
Single-Cell RNA‑seq Isn’t Always Necessary—Choose Wisely
1/ 🧵 No, you do not always Need Single-Cell RNA-seq Single-cell RNA-seq is popular and powerful, but it's not always the best choice. Here's why you should think carefully before diving in. https://t.co/E9DdeHI4b6
Immedica Secures Accelerated Approval, Plans PRV Sale
Immedica wins accelerated approval for once-rejected rare disease drug, plans to sell PRV - https://t.co/wU3AfqQzjw
Budapest’s Turbine Secures $25M to Simulate Lab Experiments
The latest AI biotech raise comes not from the Bay Area or Boston, but out of Budapest Turbine has closed a $25M Series B, planning to build AI models that can simulate more and more lab experiments: https://t.co/Q31DVENA9G
Slate Secures $130M, Launches Chinese Headache Drug
Slate starts up with $130M and a headache drug from China https://t.co/6DEltQAI8s by @gwendolynawu #biotech #startups $HLUBF
NVO Triple G Shows Higher 24‑Week Response Than LLY
Cross trial and China data caveats, but 19.7% at 24 weeks for $NVO triple G looks quite good. Probably a few % points better than $LLY triple G at 24-week timepoint. https://t.co/ylgf4vTEOq
Investors Overvalue Cagrisema Despite
Who are the people who thought cagrisema was worth this much for $NVO? I want to find and study them. The cross trial comparison data that we already had clearly showed Cagrisema was worse than $LLY by essentially the...
Prime-Edited Therapy Restores Immune Function in Teen
Below is the story of the first patient treated with a prime-edited therapeutic, developed by @PrimeMedicine in a trial led by Dr. Élie Haddad and his team at CHU Sainte-Justine. This teenager suffered from chronic granulomatous disease (CGD), an immunodeficiency,...
Gilead Deal Validates FDA One‑Trial Path, Boosts IMMX
$GILD $ACLX $7.8 billion acquisition 68% premium, Ph3 just starting. Validates new FDA policy for a single pivotal trial validated by BLA acceptance. Large pharma moving faster, de-risked. $IMMX thesis and data grows stronger, 95% (CR), same parallel strategy, and clear...
Key Differences Between Anti‑cel and Cilta‑cel Explain GILD Deal
By chance I was writing about anito-cel vs. cilta-cel on Friday, not knowing $GILD acquisition was coming down the pike. There are some crucial differences between the two products to take note of, which may explain why they were...
BCAX's Phase 3 Ficera Dose Raises Critical Concerns
Why is $BCAX testing a ficera dose in phase 3 that it now says isn't optimal (and other uncomfortable questions)? Via @ApexOnco -> https://t.co/mLWKP6AAZ9 $JNJ $GMAB
Rival Drug Wins, Costs Us Marketing Gold
That feeling you get when you run a head-to-head study and the rival drug beats you out. Spending a fortune to hand your competitor a marketing message. Sometimes it feels like $NOVO is snake bit. $LLY https://t.co/gGUjl6iqPg
Detected Gene Count Isn’t a True Activity Metric
1/ Early scRNA‑seq papers sometimes treated “number of detected genes per cell” as a direct biological readout: more genes = more active cell, fewer genes = quiescent or distinct state. https://t.co/IjLWrR4uu7
Bayesian Designs Decide Faster than Frequentist Group Sequential Methods
Goal-Driven Flexible Bayesian Design presentation updated w/comparison of performance of frequentist group sequential designs: https://t.co/QCZ6DQrm07 . Frequentist approach takes far too long to make a decision by controlling something that is NOT an error prob. #Statistics #rct https://t.co/X2knbmzTuX
Trump's Drug Pricing Deals Promise Lower Consumer Costs
My @CNBC segment on how President Trump's drug pricing deals will achieve many of the initial aims set out by tariff proposals, with respect to reshoring drug manufacturing, and how the biggest consumer impact in terms of lower drug costs...
Side Effect Severity Shapes Patient Autonomy in Myeloma Care
Patient-Centered Care in Hematology: How Side Effect Severity Influences Decision-Making Autonomy in Relapsed Refractory Multiple Myeloma [Dec 8, 2024] Martinez et al. #ASH24 Abst 706 https://t.co/l7SHPBwbna #mmsm HT @Taxkourel
Low‑dose Dexamethasone Improves Survival in Newly Diagnosed Myeloma
Lenalidomide + high-dose dexamethasone (RD) vs lenalidomide + low-dose dexamethasone (Rd) as initial therapy for newly diagnosed multiple myeloma: an open-label RCT [10/22/2009] @VincentRK et al. @TheLancetOncol https://t.co/hXxlFINejC #NCT00098475 #EAonc E4A03 #mmsm #caxtx #ctsm https://t.co/FjBnt6yIox
Daratumumab Boosts Revlimid Efficacy in Smoldering Myeloma
#EAonc EAA173 - Daratumumab to Enhance Therapeutic Effectiveness of Revlimid in Smoldering Myeloma (DETER-SMM) - PI: @nsc_natalie https://t.co/VtBMJUjI5X Activated: Apr 30, 2019 #mmsm @eaonc #NCT03937635 @VincentRK @mweissmdphd https://t.co/QdWETmSoiR
New Trial Compares Dara‑Bor‑Dex vs Cy‑Bor‑Dex for Myeloma‑Induced Kidney Damage
EAA241 - Ph 2 RCT Dara-Bor-Dex vs Cy-Bor-Dex in the treatment of Newly Diagnosed Multiple Myeloma with Light Chain Cast Nephropathy (LCCN) [Study activated 8/11/25] @keruakous https://t.co/1NgvVZ3fTA #NCT07085728 #mmsm @eaonc https://t.co/paGRlHV1Dv
Novavax Targets S1 and S2 for Broader Protection
Novavax (unlike the mRNA vaccines) generates antibodies to both S1 and S2 units of the spike protein - explaining why it provides somewhat broader protection. I've personally gotten Novavax every time it was available at vaccine time.
CRISPR Unlocks Causal Insights Into Immune Complexity
The complexity of our immune system is daunting. But there's a path to deconvolute it and understand causal relationships. It's CRISPR. open-access @JExpMed https://t.co/QF6Cvkbfz2 https://t.co/OTL2z1fow0
KRAB Zinc‑Finger Proteins Boost Transposable Element Domestication
The role of KRAB zinc-finger proteins in expanding the domestication potential of transposable elements https://t.co/4VtCDQomg6
Sex Chromosomes Cause Mapping Artifacts in Whole‑genome Sequencing
1/ Sex chromosomes are bias magnets in WGS. Early large-scale genomes often showed weird copy-number or coverage patterns on X and Y that looked like biology, but were really mapping artifacts. https://t.co/YnApmtxHqm
16‑Hour Fast Supercharges T‑Cells for Cancer Therapy
16-Hour Fasting: A Game-Changer for Cancer Immunotherapy 🧬⏱️ New clinical data in Cell Metabolism (Feb 2026) reveals that strategic fasting is more than just a metabolic trend—it's a powerful tool in oncology. The Key Findings: A 16-hour fasting window "reprograms" T cells,...
Bold, Humble Innovation Tackles Humanity’s Toughest Challenges
I am deeply honored to be included in the inaugural Forbes 250: America’s Greatest Innovators list. Innovation is rarely a straight line, nor an easy journey. Whether it was democratizing education at Coursera or now redefining drug discovery at insitro...
Study Lacks Equipoise: Control Babies Likely Infected
The key point here is that the proposed study would not have equipoise because almost certainly some babies in the control arm would get hepatitis from their infected mother.
Two Authors Shouldn't Qualify for Major Trial Abstract
Submitting an abstract for a late-stage large clinical trial for review at a major conference, where you're asking for an oral, but only having 2 authors should be disqualifying. Really, only *2* people acquired ALL the data for this? Disgraceful...
Weekly BioTech Roundup: Top Posts Curated by BiopharmIQ
Here is my favourite weekly 🧵- made by my dear friend @BiopharmIQ - which is a comprehensive recap of the past week in BioTech. This 🧵 gathers the best BioTech posts written by some of the best & brightest 𝕏...
Combined DNA and Methylation Analysis Reveals Colon Cancer Risks
By systematically assessing both DNA sequence variants and methylation, we're learning a lot more about risk of (and protection from) colon cancer @ScienceAdvances https://t.co/eA0Y0lrntr https://t.co/5iL4sg0rRC
RNA‑seq Batch Effects Can Fabricate False Biological Results
1/ RNA‑seq batch effects are one of the easiest ways to fool yourself in genomics. They can create beautiful, completely wrong biology if you’re not careful. https://t.co/VBtySwZHVL
Teclistamab‑Daratumumab Shows Strong Benefit in RRMM
Teclistamab–Daratumumab in Relapsed or Refractory Multiple Myeloma [Feb 18, 2026] @End_myeloma et al. @NEJM https://t.co/PTSmdrV2zp #mmsm #tcellrx #ImmunoOnc QUICK TAKES: New phase 3 trial results are summarized in a short video.
Exposure‑Response Guides Belantamab Dose in RR‑MM
Exposure–Response Analyses for Therapeutic Dose Selection of Belantamab Mafodotin in Patients with Relapsed/Refractory Multiple Myeloma [Sep 1, 2021] Ferron-Brady et al. Clinical Pharmacology & Therapeutics https://t.co/58kmDFKRwO #mmsm #oncopharm #caxtx
BCMA Targeting Advances Multiple Myeloma Treatment Landscape
Targeting BCMA in Multiple Myeloma [Aug 25, 2021] Tan & @UrviShahMD Current Hematologic Malignancy Reports https://t.co/lAhqwwa7u3 #mmsm #caxtx #CARTcell
Anti‑BCMA CAR‑T Triggers Immunoglobulin Isotype Switching
Immunoglobulin Isotype Switch after Anti-BCMA CAR T-Cell Therapy for Relapsed or Refractory Multiple Myeloma [Nov 10, 2021] Liang et al. @BloodAdvances https://t.co/KfreDCvIDH #CARTcell #mmsm https://t.co/7qNQBEoqkX
