Prediction Markets Could Overtake Biotech Stocks for Phase‑3 Bets
I think that one day soon that prediction markets are going to replace biotech stocks for how investors play key readouts...especially wrt larger companies. For example, if Novartis has a big phase 3, isn't it more interesting and efficient to play the event itself. Thoughts?
Tubulis Secures $5B Gilead Acquisition After CEO Vision
Last year I visited @Tubulis_GmbH in Munich, Germany. Here's what CEO Dominik Schumacher told me they were aiming to do. Congrats on today's acquisition by @gilead for up to $5B, and congrats to @schroederthilo who raved to me about this...
Merging VYKAT Reduces Market Pressure, Improves Product Outlook
When a stock becomes a circus, it can have real world impact on a product. VYKAT’s profile isn’t going to be different at the end of the day, but it will be better off as part larger company where stock...
BiotechTV Live Interviews at MassBio State of Possible
Pretty sweet setup for BiotechTv interviews at @MassBio State of Possible Conference today. If you are here, please stop by and say hello.👋 https://t.co/CQtXLi36Qk
Social Listening Remains Rare Yet Essential Communication Skill
Being aware of and caring about what people are saying about your company on social media is still a rare thing today, yet should be a bare minimum communication skill (when done appropriately). @bocumbo knows. The full interview: https://t.co/sCRPBAd8oI https://t.co/XKQQLg6STQ
CEO Amy Burroughs Discusses M&A Post‑ASH25 Data
I asked $TERN CEO Amy Burroughs right after the #ASH25 data was out how she felt about M&A. Congrats to her and her team. https://t.co/2HemPoiqWO
Pre‑Check Lets You Skip Dawn TSA Crowds
I was at Logan at 4:30AM this morning. Already there were hundreds of people in the regular TSA line. There were only dozens of people in pre-check. And, humblebrag, I have pre-check touchless and was able to walk in front...
Short‑form News with Insider Commentary Drives BiotechTV's Future
I love this video. It takes today’s news, and augments it with inside commentary straight from the newsmaker. All in a short form format that works on all platforms. This is the direction I want @BiotechTV to look more like...
Moderna Won’t Risk a Public Jury Verdict Today
If you were Moderna, would you have gambled going in front of a jury made up of the general public these days? I don’t think so.
BiotechTV Welcomes New Contributor Wassim Laroussi
BiotechTV is growing today. I’m happy to welcome @WassimLaroussi3 as our newest contributor. I’ve been impressed with his own videos, and he is going to do some very cool stuff for @BiotechTV. https://t.co/LUcm1sTqGz
Ginkgo's 2025 Revenue Far Misses $7.6B Promise
Ginkgo reported full year 2025 revenue of $170M at the end of last week. When it went public at a $15B valuation in 2021, they guided to investors that they’d be adding $7.6B in new business PER YEAR in 2025...
Miami Preps for Biotech Week; BiotechTV Covers Barclays Conference
Looks like Miami is getting ready for biotech week (the week after next). Note: BiotechTV will be broadcasting from the Barclays conference March 10 & 11. https://t.co/ToZH0EgOVz
AI Automation Threatens Life Sciences Lab Jobs
The Block layoff news was a big deal yesterday. I’m sorry to say that ML driven automated labs are going to do the same to lab jobs in life sciences that AI is starting to do to other industries.
Disc CEO Updates
This was over two months ago at ASH, so ages, but here's how Disc's CEO said the bitopertin review was going back then. $IRON https://t.co/9SvSML6th8
Monthly CEO Talks Launch on BiotechTV Featuring New Leaders
From Kendall Square - @MassBio’s @KendalleOC will be doing monthly CEO discussion shows on @BiotechTV this year. Leslie Williams and Ed Kaye (who both have new companies) are in the house today. https://t.co/MTSeqemxgc
MRNA Companies Must Educate Public to Spark Outrage
I stand by this comment from last fall. Moderna and others need to take their messaging to the general public. There’s not going to much public outrage about yesterday’s flu news because there’s been no meaningful public education on mRNA...
Exploring Cutting-Edge Automated Lab Gear at SLAS Boston
SLAS is going on in Boston right now. We’re checking out a lot of cool automated lab equipment this week. https://t.co/CSFO1oGnt7
Biotech TV Takes Over Union Square with Industry Leaders
Biotech TV is going to blanket Union Square this year. Starting Sunday, we'll have @ByAmyBrown @RS_Flinn @chloeckirk and myself hustling around town with the industry's top leaders. Please tune in. https://t.co/mtJTzUF5Sd
Jonathan Norris' Venture Healthcare Report: Must‑Read, Download Now
Every year at this time, Jonathan Norris' Venture Healthcare Report is a can't miss. It's out now. Download at the link below.👇