Andrew G. (@BioDueDiligence) profile picture

Personal account of professional scientific skeptic and biotech enthusiast. Founder of BiotechDueDiligence.

Washington DC metro
Joined January 2011
Andrew G. retweeted
An @endpts exclusive with acting CBER chief Karim Mikhail on the expedited IND pilot program: - FDA will select participants in Q4 - Mikhail expects 8-10 selections - No more than one program for a single review team Many more details in our story. endpoints.news/fda-details-p…
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Fabulous essay from one of the OGs of AI x bio "Drug Discovery Has No Magic Wands" Everyone should read it and digest it.
Only about a quarter of human diseases have an approved therapy. By some estimates it's a few percent. Most of those treatments slow a disease rather than stop it. Closing that gap is what the AI-cures-everything story promises. Build a system smart enough and the cures hidden in what we already know will fall out. I have worked at the intersection of machine learning and biology for three decades, and I believe #AI will eventually transform human health. The capabilities arriving now are extraordinary. But the promise rests on an assumption that is simply false: that we already understand human biology well enough for a clever enough reasoner to find the answers in it. We don't. More than 90% of drugs entering clinical trials fail, a number that has barely moved in decades. In the large majority of those failures the molecule was engineered just fine. The mechanism it targeted was wrong. We are doing a pretty good job at manufacturing keys, but they are generally for the wrong locks. And because nobody wants to fail in the clinic, the industry has retreated to the locks it already trusts: 38 targets now have more than 50 programs against each of them, while the number of novel targets advanced per year fell from roughly 100 in 2015 to about 30 in 2024. AI will not reason its way past this. Biology wasn't engineered. It is the product of billions of years of messy, stochastic evolution, and the variation that produced is too vast and too idiosyncratic to work out in the abstract. You have to measure it. Aimed at a biology this thinly sampled, AI will mostly help us generate failures faster. I founded @insitro because getting to the right locks requires a different kind of system. We generate multimodal human and cellular data at scale, use machine learning to find causal drivers of disease, and test those hypotheses experimentally. Virtual Human™ is built for causal discovery; TherML™ turns what it finds into the right therapeutic intervention. It is working: first-in-class programs internally and with partners, three #ALS targets that Virtual Human™ identified and @bmsnews nominated, and additional collaborations with @EliLillyandCo and @GileadSciences . Today we are launching Deep Phenotype: Scaled Biology, Deep Causality. Issue one is "Drug Discovery Has No Magic Wands," the first half of a two-part essay on the magical thinking currently running through our field and what I think it will actually take. After that you will hear from insitro's own scientists and engineers, people who work across computation and experiment because the problem requires both. Getting this right is hard, and we do not have all of it worked out. I hope you will follow along and think it through with us. DeepPhenotype.Substack.com
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Andrew G. retweeted
This is such a tragic story. The parents raised ~$850K to help their 6 yr old daughter. They went to the hospital with high hopes, play doh and peppa pig. The procedure killed her. In their eagerness to go fast, the investigators skipped reviews that would have likely stopped this horrible event from happening 😔 science.org/content/article/… ht @matthewherper
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Please read this story of a dad trying to develop a drug to save his child.@Jasonmmast and I think it is one of our best. As we were working on it, we kept coming back to the same question: If this guy can't develop a drug for a rare disease, who can? Matt Wilsey did not sit in the lab. He did not inject the rats or slice open their brains. But he had hired the scientists who did. He recruited advisers, including Nobel Prize winners, brought together the families of other children diagnosed with the condition, and pulled together an A-team of investors and donors. Through it all, he was sustained by his devout Catholic faith. “We carry the hopes of many,” he wrote to his staff once. “I receive emails, calls, and texts from professionals and other advocates. They are blown away by what we have accomplished and hope we are an ice breaker for them. Our trial has the potential to really boost / save a decimated field.” Now it may run aground.
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Official today: Capital Weather is independent once again. Twenty-two years after launching Capital Weather as an independent weather website for the DC area — and 18 years after first partnering with The Washington Post and becoming the Capital Weather Gang — we are independent again. Today, we’re officially launching a new chapter at capitalweather.com and on our new mobile app. We are committed to making our core forecasts and updates free and accessible to everyone. Your support will make this possible. Here is what we’ve built and how you can support us. What we’ve built: ☀️ Around-the-clock forecasts and live updates 📧 Expanded newsletters 📱 A new Capital Weather app 🌦️ Interactive weather and climate tools 💬 A stronger community experience 🎙️ We will continue to provide forecasts on WAMU 88.5 How you can boost and sustain our independent launch: • Support our work at capitalweather.com/support-u… • Download the Capital Weather app on iOS or Android • Make Capital Weather your everyday weather source • Share this post with friends and family across the DMV Some of you have already joined our community and we could not be more grateful. Since pioneering digital local weather coverage in 2004, we’ve believed weather is something we all experience together. Your questions, storm reports, photos, and conversations have helped shape Capital Weather into one of the nation’s leading regional weather communities. Our mission remains the same as always: to be the most trusted everyday source for DC-area weather forecasts, breaking updates, and in-depth weather and climate news. From sunny days to stormy days — and from Snowmageddon (2010) to Snowcrete (2026) — it’s been an incredible ride. Thank you for being part of this community. We’re incredibly excited for what’s ahead.
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Andrew G. retweeted
𝐎𝐧 𝐂𝐡𝐢𝐧𝐚: Regarding the China debate that has been raging here, a phrase I've heard asked many times is: "What if the next Keytruda comes from China?" Well, this morning I posed this Q to the developer of Keytruda, who has also been in licensing drugs from China lately.
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People who don't follow cancer research often ask me why we haven't cured cancer. That perception masks a wonderful reality: We make amazing, stepwise progress every year, and the result is that many people live much longer today than they would have previously. Right now we're in the thick of the annual meeting of the American Society of Clinical Oncology, the biggest research meeting on new cancer medicines, and this morning a bunch of really important studies dropped. I'm going to review them here. This first image is the result for daraxonrasib, a treatment for pancreatic cancer that is generating consdirable excitement. The green line is the probability of living for patients who got the new drug; the gray one is the chemo control group. If you follow cancer drugs, a chart like this will make your breath hitch a little. I'm going to review these and some other data here.
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Just listed on @midwestboxbreak marketplace Justin Gonzales 2026 Bowman chrome gold lava auto /50 MLB pipeline #96 prospect overall, #4 Boston prospect $2000 OBO district.net/product/justin-…
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Andrew G. retweeted
Prior to the last, like, six months, I honestly thought Kalshi made those terrible granola bars.
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I'm sad to learn that J. Craig Venter, a key figure in modern genomics and an inveterate troublemaker, passed away. Craig was very important to the study of human genetics and the biotechnology industry. He also had an impact on my career. The pitch that led @michaelnoer to hire me at Forbes in 2000 was about Venter's company, Celera Genomics, and its work on the mouse genome. Seventeen years, later, Michael edited a cover story I wrote about Venter for Forbes.
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Andrew G. retweeted
Woke up to a text from a former Red Sox player who summed up Saturday's moves: 'It's like shitting your pants and changing your shirt.'
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The Orioles hit so many home runs off the Red Sox tonight that they ran out of fireworks in Baltimore. This is a real tweet.
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Andrew G. retweeted
I'm so excited for @Mykalt45. Congrats!
𝐁𝐫𝐞𝐚𝐤𝐢𝐧𝐠 𝐌&𝐀 𝐍𝐞𝐰𝐬: Lilly is acquiring @CrossBridgeBio, a Texas biotech developing dual payload antibody-drug conjugates, for up to $300M. Co-Founder & CEO @Mykalt45 tells us.
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You’ve heard of turning two but betcha haven’t heard of turning zero
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Andrew G. retweeted
The idea that you can take phase 1 and 2 China data to FDA and use it to get approval to start a phase 3 is simply not true. It’s not even partially incorrect. It is completely and utterly false. Comically so. And if one’s analysis of what the advantage China has in drug discovery and development is to come up with a false explanation, good luck catching up.
"Why does our FDA still incentivize all of this innovation to go to China?" @zachweinberg: "You can go to China, you can run a first-in-human study in a Chinese population at a Chinese hospital, you get your result, and then you can take that result back to America and skip the line." "I don't have to redo that Phase 1 and Phase 2 in a Western nation. I can use my Chinese data to open a Phase 3 study here and go for an approval." "Think about the incentive structure for a US biotech. You have to go to China. There is no alternative path because you've got competition on the other side who is racing ahead with infrastructure that you can't use." "We don't inspect, we don't audit, we don't send inspectors to these clinical trial sites. We have no idea what's actually going on." The Hill & Valley Forum 2026 @HillValleyForum
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Andrew G. retweeted
Congrats to Denali for their FDA Approval of AVLAYAH! Fun bit of biotech history. The bi-specific shuttle technology used in Avlayah came from F-star, a European biotech we helped seed in 2006 (thx Regina Hodits). They were advancing a bi-specific mAb format for a range of uses. Image below is from their 2006 pitch to us. F-star did a collaboration with Denali to use their "Fcab" technology for BBB shuttles in 2016, when the now 10-year old biotech was figuring out what programs to advance internally vs in collaboration nature.com/articles/d43747-0… In 2018, seeing momentum in their BBB programs, Denali acquired the subsidiary housing the BBB technology, called F-star Gamma. fiercebiotech.com/biotech/de… With the approval of Avlayah, F-star's original technology thesis finally made it to market for one of the many postulated uses... 20 years later... Atlas Fund VII, a 2005 vintage fund, will be getting a small but fun milestone payment for approval... Biotech is a long game, played by teams across the ecosystem collaborating in different ways over decades. Huge kudos to Ryan Watts, @rtnarch, and the team at Denali for their persistence in pushing Avlayah forward to patients.
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Andrew G. retweeted
Replying to @Archimedes20311
Amazing Ouro bought that asset for $16M up front in Nov 2024 from Keymed Biosciences so 1.5 years later flipped it for $1.675B! 100x return! www1.hkexnews.hk/listedco/li…
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