AI Drug Discovery: Hype Overwhelms Real Clinical Success
AI Drug Discovery – Revolution or Expensive Illusion? | Ep. 978 https://t.co/YLQ8QNlnWv [ 00:34 ] Billions into AI drug discovery [ 01:04 ] AI doesn’t cure diseases [ 01:38 ] Expensive illusion vs reality [ 02:23 ] Original pitch inefficiency problem [ 03:48 ] Only 10 percent solved [ 05:09 ] Clinical trials sobering results [ 06:45 ] Speed vs success in clinic [ 08:07 ] Big Pharma deal shift [ 13:10 ] Valuation bubble and CRO risk
Biotech's Confidence Game Masks Uncertainty and Risk
The Confidence Game in Biotech | Ep. 972 https://t.co/RyMgyMVr54 [ 01:12 ] when that trial works [ 01:30 ] manufactured certainty trap [ 02:02 ] linear mental model failure [ 02:33 ] relay race of risk [ 03:31 ] durability risk reality [ 05:29 ] compressing uncertainty...
IMMX Completes NEXICART‑2 Enrollment, Paving Path
$IMMX hits a big milestone: NEXICART-2 enrollment complete BLA-enabling Strong prior efficacy (~75% CR) No approved therapies in R/R AL https://t.co/0iUBMaSetC
Oral GLP‑1 Battle Heats up Amid FDA Uncertainty
Oral GLP-1 wars, FDA drift, HIV franchise defense, and a few biotech landmines | Ep. 970 https://t.co/sx4kBXzgSL [ 02:30 ] oral GLP-1 battlefield heats up [ 03:08 ] convenience factor drives adoption [ 04:51 ] tolerability issues hit persistence [ 05:45 ] Novo writes $2.1...
Morgan Stanley Sets $20 Target, 120% Upside for IMMX
$IMMX - Morgan Stanley initiates coverage with a $20 PT and an outperform rating, implying ~120% upside. https://t.co/Pd4uIH5BkI
Biotech Winter: Funding Freeze, IPO Surge, Path to Thaw
Biotech Science at Less Than Zero | Ep. 955 https://t.co/4DXKsaKXdO [00:49] Biotech capital winter deep dive [01:17] Scientific leaps vs frozen markets [02:31] The 2020–2021 biotech bubble [03:42] Crossover funds fuel IPO surge [04:56] Interest rates freeze biotech funding [07:58] Negative enterprise value phenomenon [10:37] Why Big Pharma...
Patent Battles and GLP‑1 Turf Wars Prompt FDA Crackdown
Patent Fights, GLP-1 Turf Wars, and the FDA Tightens the Screws | Ep. 952 https://t.co/v0fulR3NfB https://t.co/9gGdkAVvlv
Ribosome-Targeted Drugs Redefine Psychiatry and Beyond
Ribosomes as Drug Targets. The Quiet Rewrite of Psychiatry and Beyond. | Ep. 950 https://t.co/gKlWpzO1Ci https://t.co/ImGOmUVrSO
Psychedelic Stocks Overhyped as Nominee Warns Caution
Psychedelic tape still trades on vibes > policy. Surgeon General nominee Casey Means says she “would not recommend” psilocybin to the American people today. Yes, she nods to “exciting work” in PTSD and veterans. But that is a far cry from...
AI Should Boost Human Response Rates, Not Invent New Drugs
$LTRN is a live experiment in our thesis: AI doesn’t need to invent new drugs. It needs to improve probability of success in humans. If RADR consistently enriches responders, that’s durable value. If not, platform premium disappears. Listen to the podcast here: https://t.co/ZAg5btpcIK
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
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...
Pre‑market Rallies Set for Tomorrow’s Data Releases
Two Major Data Readouts Coming Tomorrow: $OCUL ripped in after-hours, +26% to ~$11.16, clear positioning into retina data. $CMPS has been quietly bid into its Phase 3 TRD readout, steady accumulation with mild pre-market strength. Both leaning long into the print. Now it’s...
China’s Biotech Boom: 5 Hidden Drivers & Future Forecasts
5 Hidden Themes Driving China’s Biotech Surge | Ep. 314 ...and 5 Bold Predictions for What’s Next https://t.co/TxBhvw5PG8 https://t.co/jTR63o431j
