Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
Joined December 2020
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AI+Bio mindshare has been dominated by the most ambitious, high-science projects taking on our most intractable problems
Pipeline-in-a-Person flips the logic
Rather than reinventing the drug discovery process, it exploits the low hanging fruit for AI - human-in-the-loop agentic orchestration - to massively parallelize the process we already follow using infrastructure that already exists. This is feasible today. Stay tuned
pipeline-in-a-person (h/t @Prof_Oak_ for the concept) is one skilled biotech operator + a bunch of Claudes running a virtual biotech company. reach out if you want to help build this or pilot it.
No view on where $BBTX sits in the sea of Chinese I&I bsAbs, but gotta h/t Shanshan for playing the game masterfully
Still owns 21.5% pre-IPO. ~$480M post, >$130M invested. From the Seed, 2.5x in 3 mo, 2.4x in 6 mo., 2.1x in 8 mo.
Biggest Founder-CEO stake in biotech IPO since 2022
Professor Oak retweeted
Going to get this quote framed and hang it up in my apartment like one of those Live Laugh Love signs
Professor Oak retweeted
When genome editing got going, the ability to trace a mammalian embryo's development to organ generation in exquisite detail was not envisioned. Now it's been accomplished by 2 independent groups. A big week in developmental biology
science.org/doi/10.1126/scie… @JShendure @ScienceMagazine
cell.com/cell/fulltext/S0092… @jonathanweisman @CellCellPress
nature.com/articles/d41586-0… @nature @ewencallaway
Professor Oak retweeted
We benchmarked the comprehensiveness of our free pipeline database against a leading paid incumbent database -- our asset coverage is 28% higher overall. If you're paying for a pipeline database and not happy with the data quality try ours out at platform.convoke.bio
Continue to be amazed & confused by how long doomed biotechs manage to persist in translational purgatory, if for no other reason than the outsized drag of opportunity cost in an industry with decade-long cycle times
Anyway, goodbye $CRBU
$CRBU slides. Probably becomes a good short into durability data at next update. No disclosure of infection rates with intense LD. Hard to believe PD-1 KO will save them from a $DTIL like outcome in the end investor.cariboubio.com/node…
Professor Oak retweeted
$NVS signs a $7.8B+ deal with 🇨🇳 Abogen Biosciences to advance mRNA-encoded therapeutics, including an in vivo CD19xCD3 T-cell engager for autoimmune diseases. abogenbio.com/news/company/n…
💰 Deal terms:
• $575M upfront
• Up to ~$7.2B in potential milestone payments if all options are exercised
• Potential royalties on future product sales
• Exclusive worldwide license to lead asset ABO2203
• Options to exclusively license additional programs from Abogen’s RNA platform
ABO2203 is an mRNA-encoded CD19xCD3 T-cell engager.
Abogen says ABO2203 is the first mRNA-encoded T-cell engager to enter clinical evaluation for autoimmune diseases.
Founded around RNA innovation, Abogen has an AI- and automation-driven mRNA/LNP platform.
Its pipeline covers oncology, autoimmune diseases and vaccines, including ABO1108, a lyophilized mRNA shingles vaccine in Phase 3 trials in China.
Whether you’re heralding A\’s RT discovery as a harbinger of bio’s impending AI exponential or grumbling about its shortfalls on novelty & experimental validation, we can all find inspiration in Claude’s love of the game
Lil’ guys gotta be at least 50x happier than the average PhD student (& much, much cuter)
we took the prompt that led a Mythos 5 agent to the original ART discovery and re-ran it over and over on other Claude models.
It's fascinating to watch their personalities come out.
Mythos 5 is disciplined and quietly excited. Opus 5 is over-the-top and tends to bask in the glory of a eureka moment.
How many lives will we let $CLLS live?
Would've been a nice W to go 2 for 2 on 1990s-founded gene editing co bankruptcies in 2026, but seems $SGMO will have to suffice
Cellectis Announces Strategic Transformation To In Vivo Gene Editing Company.
To read the press release: cellectis.com/en/press/celle…
Giddy up Lp(a) $IONS $ARWR $SLN
“Genetic lowering of Lp(a) and LDL-C showed a stronger reduction of CAD risk (OR 0.70) than either trait individually (OR 0.85 and 0.81)… Among statin users, Lp(a) reduction was linearly associated with CAD risk”
One of the most widely-known, highest-volume KOLs in ATTR serving up a 25-post thread on a Friday morning. God, I love this app
🚨🚨🚨 CARDIO-TTRansform data presented at @escardio #ESCCongress and simultaneously published in @NEJM. The (very surprising!) topline data was released last month – now we get the full data release. Much to break down – it’s all here in the 🧵 below. (1/25) nejm.org/doi/full/10.1056/NE…
Dare I say, if we had more of the latter, we just might…
Pursue more worthy quests, build more interesting companies, run them more effectively, deliver patients more drugs, and reward investors handsomely
This is a much longer topic for discussion. But there are 2 types of biotech entrepreneurs. Not saying which is good/bad.
Many biotech "entrepreneurs" are management team for hires. They don't really source their own ideas, don't truly make judgement calls on the assets/ideas. And in many ways, they don't really take risks - as they start day 1 with a good market-rate salary.
When they pitch a story, it was prepared for them by the VCs who found the asset. They are more akin to operating partners brought in by PE firms to run a company.
Then there are founder-entrepreneurs in the sense that they come up with their own ideas/deal-flow. And have to sell the story to both VCs and the team they recruit. Take no salary (or defer salary) until a big round. And even then, take a below-market salary. This is a different skill set and is truly risk taking.
On a risk adjusted NPV basis, the former is more positive. Many CFOs/CBOs get fabulously rich parachuting in 1-2 years before a clinical read-out. Even if it fails, their contract includes a generous 6-12 month severance. They then parachute to another VC NewCo - often before their severance runs out. Rinse and repeat.
The latter is a tough slog. When a guy like @Mykalt45 succeeds, even if the deal size is not as big, it really is a testament to grit.
Professor Oak retweeted
If you take claims made in research papers and see when they're overturned or modified, you can analyze the half-life of science. An interesting way to measure progress
Quick & painless, out of respect $BEAM
Meanwhile, SaaS is back, so?
Your Phase 3, derisked biotech is trading at a fraction of peak sales while the Jurassic Park company hits $10B
Sharing our Series C funding round, which makes Colossal the first Texas-based company valued over $10 billion 💪🦣🧬
Via @VentureBeat:
“Our recent successes in creating the technologies necessary for our end-to-end de-extinction toolkit have been met with enthusiasm by the investor community. TWG Global and our other partners have been bullish in their desire to help us scale as quickly and efficiently as possible,” said CEO Colossal Ben Lamm, in a statement. “This funding will grow our team, support new technology development, expand our de-extinction species list, while continuing to allow us to carry forth our mission to make extinction a thing of the past.”
Since this tweet: $XBI +63%, Colossal +100%
Yeah, the guys breeding dire wolves are still trouncing your PA
Wooly Mammoth startup Colossal seeking at least $20B valuation (Up 100% from last year’s valuation round). I think I’ve seen an entire movie series about this concept. axios.com/2026/07/20/wooly-m…
Professor Oak retweeted
A midyear update on key #biotech indicators that have cycled from multidecade washout extremes a year & a qtr ago, to multiyear buy-in of a now recognized trend:
1 - Pct of Bios above their 50-dma is at 78%, up from 1% in April 2025 low.
2-Pct of Bios above their 200-dma is a more modest 67% up from 9% in April 2025. This usually hits 75%-80% near reversals.
3-Pct within 5% of 1-yr lows is 2%, down from a historic 61% in April 2025.
4-Pct of bios within 5% of a 1-yr high is 34%, a multiyear high reading, and very healthy bull market-like.
$XBI $IBB
Interesting (surprising?) that A\’s internal drug discovery has been perceived so cynically
Dual FFS+Discovery model has been employed for decades by biopharma’s most utilized vendors - $TWST, $SDGR, WuXi Bio, Adimab, Alloy, Insilico, etc.
AI has its own nuance, but hard for me to see how A\ is “competing against its customers” any more than the Co’s above
Biotech CEOs that have been trying to get their teams to use Claude more broadly: “Bummer - let’s look at alternatives” Odd move by @AnthropicAI maybe they should have asked Claude ⬇️
