AI Agents and Next‑Gen Alzheimer’s Drugs Beyond CRISPR
Endpoints' Drug Discovery Day is today — our own @RLCscienceboss will be talking about beyond CRISPR & future of Alzheimer's drugs I'm excited to talk with Stanford's @james_y_zou on his escalating research in building AI agents into co-scientists, labs, and now biotechs https://t.co/VPIVgNr9Uc
Lilly to Acquire CrossBridge Bio in $300 M Deal
NEW: Eli Lilly has agreed to acquire CrossBridge Bio, the Houston-based ADC specialist led by @Mykalt45 I talked with Michael Torres on his run as a first-time CEO ending with a potential $300M deal: https://t.co/PPk3ZWL5SR
ChatGPT Guides Dog Cancer Care, Exposing AI Bias Debate
A story around an owner turning to chatbots like ChatGPT to guide the cancer treatment of his dog, Rosie, has stirred a new debate in the AI bio world. It's become a Rorschach test for the field, where prior beliefs on...
Verily Secures $300M, Ends Alphabet’s Majority Control
Major scoop from @ShelbyJLiv: Verily has raised $300M, ending Alphabet's majority control over the company https://t.co/6kjuC2FND7
Congruence Launches First Drug, Secures $40M Funding
Exclusive: Clarissa Desjardins' newest biotech has put its first drug in the clinic + raised $40M more. Congruence also expects to put 2 more molecules into clinic in early 2027, seeing its platform driving its R&D efficiency: https://t.co/pzxcnmKFBj
Roche Launches Biggest Hybrid‑cloud AI Factory with Nvidia
At 3,500+ Blackwell chips, Roche is building the "largest announced hybrid-cloud AI factory" in biopharma with Nvidia: https://t.co/99Eih7EnRD
LAG‑3 Checkpoint Suffers Another Trial Setback, Focus Shifts
NEW: Another failure in the clinic in the world of LAG-3, a target once seen as possibly the next major checkpoint inhibitor after PD-1 and CTLA-4. My latest on Immutep's Phase 3 disappointment, as LAG-3 focus now shifts to a...
Lilly's Market Cap per Employee Rivals Tech Giants
One fun takeaway from my Lilly story: looking at $LLY from a market cap/employee ratio. Far more in line with tech giants like $META $GOOG $MSFT than pharma peers like $MRK $AZN $PFE: https://t.co/pVIADCH8AU https://t.co/FJE8JLIrmO
Lilly's CEO Pursues Sustainable ‘Exit Velocity’ to Reach Trillion‑Dollar Milestone
NEW: I took a step back in looking at Lilly's ascent to the trillion-dollar club, and CEO David Ricks' actions in attempting to find "exit velocity" in the pharma industry + stay there: https://t.co/pVIADCH8AU
AI‑Biotech IPO Slumps 23% on Opening Day
A leader of this next wave of AI-focused biotechs has completed its IPO, a milestone tarnished by a brutal first few hours of trading. Day 1 for $GENB: -23% https://t.co/u3WQcDD3jL
De Novo Proteins Expected in Clinics Within Two Years
“The era of de novo proteins is coming a lot faster than probably people recognize,” Generate's CEO Mike Nally tells me. “I think within the next year or two you’ll start seeing de novo designs enter the clinic.” https://t.co/u3WQcDD3jL
Trial Failures Stem From Flawed Design Choices
“You can’t stand there after the fact and blame the open-label design,” he said. “You designed it. You designed a noninferiority margin. You picked the patients. And then the trial doesn’t work.” https://t.co/acS5i5s5NU
OrbiMed Leads Top Five Biotech VC Dealmakers
Always fun to look over @JohnCendpts annual list of the top 100 most active VCs in biotech for the past year Top 5, by # of rounds: 1. OrbiMed 2. RA Capital 3. GV 4. General Catalyst 5. Catalio Full list & analysis is live...
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...
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
IPO Priced at $15‑$17, Valuing Firm at $2 B
Generate estimated it would price its shares at $15 to $17 apiece, translating to a valuation ranging from $1.91 billion to $2.17 billion — not counting an underwriter's option: https://t.co/n9nJsbJuvm
Terray's Non‑diffusion AI Beats Boltz
NEW: Terray has taken a contrarian AI approach, building a non-diffusion-based model for binding affinity predictions They shared some H2H results against Boltz-2, a popular open-source model, showing 20% more accuracy + 26x faster to run: https://t.co/BFZU8y6qI8
AI Models May Cheat on Molecular Binding Predictions
The Utah-based startup Leash Bio is warning of the potential for AI models to be cheating on tasks like predicting binding affinities of molecules I talked with @allmeasures about how its "Name that Chemist" quiz relates to the goal of generalization:...