Daily Fear: Push Yourself Beyond Comfort Zones
"Do One Thing Every Day That Scares You" - debut From The Trenches blog from Linda Bain, serial biotech executive and Venture Partner at Atlas, on pushing yourself to the uncomfortable... https://t.co/eyXGovi3FX
Patients Maintain Weight Loss After Discontinuing GLP‑1s, Epic Shows
Interesting data from Epic medical records - suggests that for many patients in the "real world", they are able to keep the weight off after stopping GLP1s... https://t.co/dHfYdG6rEX #EpicResearch
New Therapeutic Triad Accelerates Huntington's Disease Breakthroughs
“Huntington’s Disease and The Triad of Therapeutic Conviction”. Debut blog from Eric Green, CEO of Trace Neuro, explaining why and how advances are happening in HD. Genetics, cellular understanding, and enabling modalities. https://t.co/pAr9EQs5gJ
Biotech IPOs Show Strong Avg Gains, Weak Median
Quick Biotech IPO stats for 2026, with six offerings: $AKTS $AGMD $EIKN $SGP $MANE $GENB - Average post-IPO stock performance (offer price to 3/20/26 close): +38%. Without $MANE, avg is negative. - Median post-IPO stock performance: -24% - Total IPO gross proceeds:...
Key Strategies for Building Biotech: Science, Tech, Finance
It was a fun privilege to share a few thoughts on building biotechs with Nature Biotechnology for their 30th Anniversary issue - covering a broad range of topics including translating science into medicines, technology cycles, and financing biotech companies... https://t.co/LbnWMSJI9f
Key Challenges and Strategies for Conducting Ex‑US Trials
"Ex-US Clinical Trials: Tribulations, Preparations, and Expectations" - new From The Trenches blog from @ArthurTzianabos, CEO of Lifordi and seasoned drug developer, on the considerations for ex-US clinical trials... https://t.co/IZ6RUVKrZj
Bispecific Autoimmune Therapies Set to Transform 2024
"Dual Wielding in I&I: A Pivotal Year Ahead" - new blog - Atlas EIR Cody Tranbarger with a tour de force on the bispecific opportunities in autoimmune... https://t.co/StQJX0vgfx
Biotech IPOs Deliver Median -15% Return, Outperforming Losses
Humbling 30 year Biotech stats shared by @verdadcap in a recent report: Just over 1,000 biotechs hit $200M mkt cap at some point. Of those, 67% have lost value (had cumulative negative returns), vs 48% for all other US companies....
Scientists Overstate Precision by Ignoring Significant Figures
Pet peeve: why do "scientists" forget about the concept of significant figures? Happens all the time, in biotech & beyond. Too many decimal places scream lack of credibility. "Sig figs" is a simple concept: measurement readings should not push beyond instrument...
Decade‑Old Myths Still Fuel JPM Healthcare Talk
A dozen years old, but curious how many of these little lies are still told around the #JPM26 conference.... "Top 10 Little White Lies Told At The JP Morgan Healthcare Conference" https://t.co/0er4Beffn3
Biotech Funding Hits Record Levels in January
Biotech capital markets are clearly open for business: $2.6B in public FOPO so far in January, the most ever pre-JPM conference. Private VC financings of over >$2B in the same period. Investors clearly have cash to put to work......
PBMs and GPOs Inflate Drug Prices, Hide Billions
“Bullshit” — The New Way Health Giants Hide Billions" https://t.co/6PcmoY1pmh This PBM GPO investigative story makes my blood boil... these intermediaries are why the list-to-net spread for many drugs is over 50% in the US... siphoning off dollars at the expense of...
Timing Pays: Ventyx Deal Rewards Early IPO Investors
Ventyx $VTYX acquired by Lilly $LLY for $14/share or $1.2B valuation. IPO'd in 2021 at $16/share, around $800M market cap. So acquisition is like ~15% below the IPO price but ~50% above the IPO valuation Great pivot from TYK2 lead program...
