$VRTX buying $ALPN for $4.9B news.vrtx.com/news-releases/…

Data for the D3 Bio KRAS G12Ci (D3S-001) look quite interesting. Small numbers, but ORR looks a lot higher than sotorasib, adagrasib, etc. citedrive.com/en/discovery/a…

60% vs 8% 5-year progression-free survival (PFS). A breakthrough for a type of advanced lung cancer. ascopubs.org/doi/pdf/10.120… Journal of Clinical Oncology ASCO Ben Solomon

$IDYA up 25% after hours. Looks like some positive clinical data on #MAT2A is imminent ir.ideayabio.com/2024-07-05-IDE…

Why doesn’t the UK have more startups? Capital is fixed, technical talent is world class, tax incentives are great, visas mostly fine, university IP problems seem like they’re getting fixed. Free healthcare and social security net in the UK is a huge advantage that should make

$VKTX

Resistance mutation cos NUVL $7.4b ALK/ROS ph1/2 data LOXO $8b sale RET ph2, BTK no data TPTX $4.1b sale ROS1 ph2 data ELVN $1.3b BCR-ABL ph1 data TYRA $1.3b FGFR3 no data NRIX $1.8b BTK ph1 data

Wild that the o3 results are public and yet the market still isn't pricing in AGI

If you’re a high agency person, there’s never been a better time to be alive.

A founder asked me yesterday to share the decks I used to raise for inspiration. So, I figured I might as well post them publicly. If you’re curious, they’re in the thread below, along with some context on each round. 🧵

Valthos builds next-generation biodefense. Of all AI applications, biotechnology has the highest upside and most catastrophic downside. Heroes at the frontlines of biodefense are working every day to protect the world against the worst case. But the pace of biotech is against

Today, we’re releasing new data showing that Chai-2 can design antibodies against challenging targets with atomic precision. >86% of our designs possess industry-standard drug-quality properties without any optimization. Thread👇