A couple of MNC BD&L and Corporate Strategy leaders I spoke with this week got a lot out of this report. "Post-IPO, Kailera looks beyond obesity to MASH"" Why? Validated ideas on their whiteboards a...

PERSONAL NOTE: Hiking in the Japanese Alps was some of the best memories I've ever had. My dad recently sent me a box of old photos (the pre-digital kinda photos). This pic below popped out at me....

AI won’t replace medicinal chemists. But it is gonna reshape the economics of drug development for sure. ⬆️ One takeaway from Jacqueline Fok (SoftBank Investment Advisers) in conversation with Stephe...

BBB delivery tech is entering hyperspace? In just 2 weeks: • Eli Lilly and Company + ABL Bio Inc. ($2.6B deal, IGF1R platform) • Chiesi Group + AbbVie/Aliada (rare CNS disease) • Roche + Manifold...

This one hurts. 😬 FDA slapping Biohaven with a CRL for its SCA drug--after collaborating on trial design and endpoint = OUCH!!! - Second rejection this week (see uniQure). - FDA now questioning ...

⚡New Energy for ALS & Parkinson’s? Meet the other NRG. Not an energy drink. UK-based biotech advancing a novel mitochondrial approach in neurodegeneration. NRG Therapeutics closed a £50M Series B...

Alteogen rides Keytruda to the Major Leagues ⚾ Just days after FDA approval of Keytruda Qlex (Merck’s subQ pembrolizumab using Alteogen’s hyaluronidase tech), the EMA backed it too. That’s two big ...

Remember Fraggle Rock? A scrappy bunch that, at the end of the day, got things done. They were working out of sight and underground. Well… meet AllRock Bio. Just out of stealth with a $50M Series...

PERSONAL NOTE: What’s your ideal 9-5 / 5-9 kinda Saturday? Yesterday for me was a really good one, 'n one I hope to have more of. 🗻 Morning: - Hiked the Stanford Dish trail with my wife. ...

When it comes to immune modulation… 2 targets > 1? Meet Dualitas Therapeutics. A newly launched biotech using proximity biology to create bispecific antibodies that bring two cell surface targets i...

Scott Gottlieb Sounds Alarm on China Licensing Restrictions Why this matters for biopharma cos & financial firms: 💠 Squeezed pipeline: Chinese competition is already pushing U.S. investors to walk a...

🚀 Corsera Health, launched with $50M to prevent cardiovascular disease BEFORE it starts. Biotech legends John Maraganore (Alnylam Pharmaceuticals) and Clive Meanwell (The Medicines Company.) are bac...

I have great memories being in Hong Kong in March 2018 for the first HKEX Biotech Summit with my colleague Joshua Berlin Back then, Chapter 18A was more thesis than track record. A lot has happened ...

🎶 “Carolina in my mind”... with venture funds and translational science. South Carolina just launched two new VC funds via MUSC, aiming to bridge its biotech “valley of death” and punch above its wei...

Are you factoring China into your BD&L roadmap? If not, BioCentury Inc.’s latest report gives some data and insights that could change your mind: 🔹 Deals now move at "China speed". 🔹202...

It’s no secret that leadership teams at biotech cos are getting creative to survive--everything from partnering, fundraising, M&A, to selling off assets. Knowing who has dry powder isn’t enough. In...

Ready to take Steve Usdin’s "Master Class" on reimagining the FDA? 🎓⚖️ ⚠️ This isn’t for everyone ⚠️ It’s for strategic thinkers. For current (and future) thought leaders in biopharma, policy, and ...

True story: I was once an "illegal alien" detained in an airport 🗾 🏯 🈲 "Illegal Alien" was my official status for about 45 mins @ KIX. It was the early 2000s. I was in KIX (Osaka Airport) heading ...

Can you imagine an FDA rebuilt from a blank page? I wonder if you can? Provocative? Yes. Necessary? You be the judge. My colleague Steve Usdin’s "Back to School 2025" (BioCentury Inc.) lays out a...

Helped a customer last week who was finding seeming anomalies in their Series A round analysis for private biopharmas. The problem? $100M+ rounds were throwing the numbers out of whack. They found D...

This BioCentury Inc. data will surprise you? A look at private biopharma raising Seed and Series A rounds over past 9 years. https://lnkd.in/gcC-2nQZ

A biopharma investor told me this morning: “This 👇 is what differentiates BioCentury Inc.” They were referring to our latest coverage on quantum computing, and why it matters now for biopharma lead...

🎭 “Somebody stop me!” 🎭 --masked biologics, breaking past old toxicity limits with new clinical momentum Tierney Baum, PhD (BioCentury Inc.) unveils her latest analysis on how masking platforms are ...

🎡 Zoltar meets predictive pharmacology? [Full disclosure -- BIG was one of my favorite movies growing up!] My colleague Tierney Baum, PhD talks to Syndeio Biosciences on their CNS drug development...

This BioCentury Inc. data will surprise you? A look at private biopharma raising Seed and Series A rounds over past 9 years. https://lnkd.in/gcC-2nQZ

Are you seeing a flurry of activity in endometriosis? Despite this miss by Organon, I’m hearing growing investor interest. A.k.a. Endometriosis is coming up more often on calls I’m on with VCs/CVCs, ...

👀 Looking to see who is translating science into startups? BioCentury Inc.’s Danielle Golovin, Ph.D. spotlights several stealth-to-stage stories, including cos like: 🔹 Arzanya 🔹 Capstan Therapeutics...

$2.6B VC dispute threatening to sink stealth-mode biotechs? BioCentury’s Steve Usdin and Paul Bonanos unpack Apple Tree’s clash with Dmitry Rybolovlev, and what it could mean for its portfolio and th...

PERSONAL NOTE: Any wiffleball fans out there? Ever get a box of old photos that took you back to your childhood? Flood of memories poor in? Recently, I came across the pic of me and my bro (the pi...

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One small step for cell surface targeting. One giant leap for solid tumor innovation... https://lnkd.in/g-Q4-Gs8 BioCentury Inc.'s Lauren Martz dives into the gory details of first-in-human trial...

[ASCO]’ll Be Back... "Ahead of next week’s #ASCO2025 meeting, Merus N.V. is emerging as a standout with promising PII data from its EGFR x LGR5 bispecific antibody, petosemtamab. The candidate h...

Are you a biopharma C-suite exec or investor dissecting rare disease playbooks? Then this one's for you. BioMarin Pharmaceutical Inc. just made its 1st acquisition in 10+ yrs. The $270M price ...

📉 How do you go from 15 scattered assets… to a $1B+ upfront deal? Boston Pharmaceuticals did exactly that. One big pivot => making liver disease its top priority. Now GSK is paying $1.2B upfr...

Calling on Major League Baseball (MLB) fans. I'm curious. Who is your pick to be the HR leader for the 2025 season. Take the poll below. 👇 👇 👇 NOTE: As of May 16: • Aaron Judge (Yankees) – 1...

Is SMARCA2 the next KRAS moment for targeted protein degradation? Degraders are stepping in where SM have stalled? 📈 Lauren Martz dives into clinical and PC strategies across Prelude Therapeutics, ...

Be as courageous as you can. Do not obey in advance. Believe in truth. These are but three of 20 ways to fend off tyranny in our country and lives. Listen to… | 31 comments on LinkedIn

☢️ Are you a RADIO[LIGAND]HEAD fan? PART II ☢️ Looks like Telix Pharmaceuticals Limited’s end-to-end radiopharma strategy could pay off big time? This isn’t…

Tune in this week to learn how access to expert curation uncovers hidden biomedical innovations, unlocking targets and technologies from around the world. Our guests this week: Dr. Karen Tkach Tuzman...

Brendan Costello’s family was bracing for goodbyes. But he had one last wish.

Brendan Costello’s family was bracing for goodbyes. But he had one last wish.