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Max Gelman

@maxgelman.bsky.social
2K followers 113 following 67 posts

Reporting on pharma and biotech for Endpoints News. Baseball fan, Northwestern alum. Message me on Signal: maxgelman.37

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Max Gelman @maxgelman.bsky.social · 26/02/2026
Last year, my primary care physician tried to sell me on Grail’s cancer-detecting blood test. Now that the test has failed a huge UK trial, I'm wondering why companies are asking consumers to make decisions about their health without the best evidence in hand. endpoints.news/why-did-my-d...
endpoints.news
Why did my doctor push Grail’s dubious cancer test?
A doctor recommended Grail's Galleri cancer blood test, but recent UK trial of 142,000 people showed it failed to reduce late-stage cancers despite early promise and $949 price tag.
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Max Gelman @maxgelman.bsky.social · 11/02/2026
How a closet full of EKG machines illustrates pharma’s clinical trial cost problem endpoints.news/how-a-closet...
endpoints.news
More data, costly standards and no end in sight: Pharma grapples with its clinical trials cost problem
US clinical trials, particularly in oncology, have become increasingly redundant, inefficient and expensive. And the growing costs come just as China’s biotech industry has blossomed.
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Max Gelman @maxgelman.bsky.social · 16/10/2025
Had a lot of great conversations reporting on this the last few months -- Are PD-1xVEGF bispecifics being tested in the wrong kinds of cancer? endpoints.news/are-pd-1xveg...
endpoints.news
Are PD-1xVEGF bispecifics being tested in the wrong kinds of cancer?
Summit Therapeutics is running late-stage trials for biopharma’s buzziest drug in lung cancer, but some industry experts believe ivonescimab and other PD-1xVEGF bispecifics may better target another t...
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Max Gelman @maxgelman.bsky.social · 13/10/2025
Had a lot of fun digging into the science about how this new startup wants to treat food allergies endpoints.news/excellergy-d...
endpoints.news
A fresh biotech has a radical plan to treat inflammation and allergies, setting its sights on Xolair
Startup Excellergy debuts with $70M Series A to develop drugs targeting allergic diseases, aiming to compete with Roche/Novartis' Xolair through new immune response approach.
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Max Gelman @maxgelman.bsky.social · 19/09/2025
Subcutaneous Keytruda approved in solid tumors endpoints.news/merck-wins-a...
endpoints.news
Merck wins approval of subcutaneous Keytruda, in bid to extend life of world's top-selling drug
FDA approves Keytruda Qlex, Merck's new subcutaneous formulation of Keytruda, offering more convenient administration and patent protection through 2039.
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Max Gelman @maxgelman.bsky.social · 17/09/2025
The Fed cut interest rates by a quarter point. How much will it move the needle for biotech? endpoints.news/federal-rese...
endpoints.news
The Fed cut interest rates by a quarter point. How much will it move the needle for biotech?
Biotechs and their investors have long called for lower interest rates since the pandemic’s free-flowing fundraising environment dried up a few years ago. But there are other challenges facing the industry.
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Max Gelman @maxgelman.bsky.social · 12/09/2025
Pfizer has a VEGF bispecific strategy. And it’s very different than Summit’s endpoints.news/pfizer-has-a...
endpoints.news
Pfizer has a VEGF bispecific strategy. And it’s very different than Summit’s
As Wall Street continues to digest this week’s disappointing results for Summit Therapeutics’ PD-1xVEGF bispecific cancer drug, Pfizer is primed to take advantage.
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Max Gelman @maxgelman.bsky.social · 09/09/2025
Summit plays defense for the first time as questions loom over Phase 3 lung cancer readouts endpoints.news/summit-plays...
endpoints.news
Summit plays defense for the first time as questions loom over Phase 3 lung cancer readouts
Summit Therapeutics is facing fresh scrutiny after mixed Phase 3 trial results for its cancer drug ivonescimab, leading to a 25% stock drop and questions about FDA approval.
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Max Gelman @maxgelman.bsky.social · 08/09/2025
A British mitochondrial startup wants to break ground in ALS and Parkinson's. It has £50M to try endpoints.news/mitochondria...
endpoints.news
A British mitochondrial startup wants to break ground in ALS and Parkinson's. It has £50M to try
NRG Therapeutics announced the close of a £50 million Series B round that should take it through a Phase 2 study in ALS and a Phase 1b trial in Parkinson’s.
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Max Gelman @maxgelman.bsky.social · 08/09/2025
Summit says long-awaited data in Western patients are a success. But they come with caveats endpoints.news/wclc25-summi...
endpoints.news
Summit says long-awaited data in Western patients are a success. But they come with caveats
Summit Therapeutics released a much-anticipated cut of ivonescimab data in North American and European lung cancer patients on Sunday,
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Max Gelman @maxgelman.bsky.social · 29/08/2025
SubQ Leqembi approved endpoints.news/fda-approves...
endpoints.news
FDA approves Eisai and Biogen's subcutaneous Leqembi, gaining new ground in competition against Lilly
The FDA approved a new formulation of Eisai and Biogen’s Alzheimer’s drug Leqembi, an incremental step in the companies’ strategy to compete with Eli Lilly’s Kisunla.
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Max Gelman @maxgelman.bsky.social · 31/07/2025
A recent FDA approval was seen as a bellwether for Alnylam. Now its sales are through the roof. endpoints.news/alnylam-shar...
endpoints.news
Amvuttra's first full-quarter sales for ATTR-CM are in. And they're a boon for Alnylam
A recent label expansion is sending sales of Alnylam’s Amvuttra through the roof. The drug pulled in $492.0 million in revenue in the second quarter, up 114% from the ...
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Max Gelman @maxgelman.bsky.social · 30/07/2025
Breaking from @drewsnews.bsky.social: Vinay Prasad is out at FDA endpoints.news/vinay-prasad...
endpoints.news
Vinay Prasad is out at FDA, following Sarepta decision and vaccine controversies
FDA's CBER head Vinay Prasad exits agency after Sarepta gene therapy controversy and criticism over Covid vaccine decisions. Conservative media targeted his political views.
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Max Gelman @maxgelman.bsky.social · 28/07/2025
A small biotech's breast cancer drug more than tripled patient outcomes in a Phase 3 trial, putting it in position to displace medicines from Novartis and Roche. endpoints.news/celcuity-pos...
endpoints.news
Celcuity posts Phase 3 win in breast cancer, setting up challenge to Novartis and Roche
Celcuity reports gedatolisib with fulvestrant reduced disease progression risk by 67% vs fulvestrant alone in Phase 3 breast cancer trial
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Max Gelman @maxgelman.bsky.social · 21/07/2025
FDA is holding an Expert Panel on the use of SSRIs during pregnancy this morning, but participants have long questioned antidepressant use endpoints.news/the-fdas-new...
endpoints.news
The FDA’s new SSRI experts have long questioned antidepressant use
FDA panel on antidepressant use in pregnancy features experts known for opposing medical consensus, includes discussion with Commissioner Marty Makary on Monday.
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Max Gelman @maxgelman.bsky.social · 09/07/2025
Sat down virtually with Arvinas CEO John Houston about his announced retirement this morning, where we talked about PROTACs, the company's sliding stock price and what might happen with their Pfizer partnership endpoints.news/retiring-arv...
endpoints.news
Q&A: Retiring Arvinas CEO John Houston talks PROTACs, investor confidence and what’s next with Pfizer
John Houston is planning to retire at Arvinas after more than eight years at the helm, the company announced Wednesday, as its lead protein degrader program approaches an inflection point.
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Max Gelman @maxgelman.bsky.social · 24/06/2025
🍨🍨🍨 from Andy
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Max Gelman @maxgelman.bsky.social · 23/06/2025
Another cancer drug approval coming weeks ahead of the deadline www.fda.gov/drugs/resour...
fda.gov
FDA grants accelerated approval to datopotamab deruxtecan-dlnk
On June 23, 2025, the Food and Drug Administration granted accelerated approval to datopotamab deruxtecan-dlnk (Datroway, Daiichi Sankyo, Inc.).
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Max Gelman @maxgelman.bsky.social · 06/06/2025
One of my favorite Endpoints traditions is our annual look at the LGBTQ+ leaders in biopharma. We've got 13 awesome profiles this year, be sure to give it a read. And props to @kylelahucik.bsky.social for organizing it once again! endpoints.news/biopharma-le...
endpoints.news
Biopharma leaders carving a path for the industry’s LGBTQ+ community
Welcome to the fourth edition of Endpoints News’ special report on scientists, executives, investors and other stakeholders in the biopharma’s LGBTQ+ community.
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Max Gelman @maxgelman.bsky.social · 31/05/2025
Saturday AM #ASCO25 news! Trodelvy+Keytruda "practice-changing" data: endpts.com/asco25-gilea... Pfizer PROTAC no better than oral SERDs: endpts.com/asco25-arvin... Enhertu extends life by 3 months in stomach cancer: endpts.com/asco25-enher... Early data from Immatics: endpts.com/asco25-immat...
endpts.com
Gilead, Merck reveal 'practice-changing' data for Trodelvy-Keytruda combo in aggressive breast cancer
CHICAGO — Gilead and Merck made a strong case for combining Trodelvy and Keytruda in the first-line setting for an aggressive form of breast cancer. The combination of Trodelvy and Keytruda ...
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Max Gelman @maxgelman.bsky.social · 30/05/2025
Summit blew up my morning 🫠🫠🫠 endpts.com/summits-disa...
endpts.com
Summit’s disappointing survival readout raises stakes for full data
Summit Therapeutics’ mixed results for its potential competitor to Merck’s Keytruda left an important question unanswered: How mature, exactly, were the data?
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Reposted by Max Gelman
The New York Times @nytimes.com · 13/05/2025
Robert F. Kennedy Jr., the health secretary, posted photos on Sunday of himself and his grandchildren swimming in a contaminated Washington creek where swimming is not allowed because it is used for sewer runoff.
nytimes.com
RFK Jr. Swims in Washington Creek That Flows With Sewage and Bacteria
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dan sinker @dansinker.com · 08/05/2025
Best Chicago controversy of the new Pope is the Cubs trying to lay claim to him and his brother having to speak up to clear up that he's a Sox fan. blockclubchicago.org/2025/05/08/p...
blockclubchicago.org
Pope Leo XIV Is A Sox Fan, Despite The Early Hope From Cubs Fans, His Brother Confirms
The Cubs' Marquee Sports Network, citing ABC News, said the new pontiff supports the North Siders. But his brother said that is not true.
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Max Gelman @maxgelman.bsky.social · 07/05/2025
I spoke to some folks yesterday about Vinay Prasad’s appointment as director of CBER and what it means for biopharma. endpts.com/vinay-prasad...
endpts.com
Biotech stocks plunge and industry figures left to wonder after Prasad's FDA appointment
How did biopharma stocks react to Vinay Prasad’s appointment as director of one of the FDA's top jobs? Not well. Prasad, a hematologist-oncologist by training who gained prominence for criticizing ...
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Max Gelman @maxgelman.bsky.social · 22/04/2025
Bristol Myers Squibb’s schizophrenia drug Cobenfy failed a Phase 3 study in the adjunctive setting, the company announced Tuesday afternoon. endpts.com/bristol-myer...
endpts.com
Bristol Myers' schizophrenia drug fails Phase 3 trial for adjunctive treatment
Bristol Myers Squibb’s attempt to turn Cobenfy into a megablockbuster neuroscience drug ran into a stumbling block Tuesday afternoon.
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Eric Topol @erictopol.bsky.social · 14/04/2025
Most people haven’t heard of this test, which is available in the US. It accurately predicts Alzheimer’s (not just if there’s a risk, but when). It is modulated by exercise and likely other lifestyle factors. Here’s (almost) everything we know about it erictopol.substack.com/p/the-breakt...
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Max Gelman @maxgelman.bsky.social · 15/04/2025
Johnson & Johnson CEO Joaquin Duato subtly but assertively criticized President Donald Trump's plans for pharmaceutical tariffs, saying tax policy is a better way to onshore US drug manufacturing. endpts.com/jj-ceo-chide...
endpts.com
J&J's Duato says 'not tariffs, but tax policy' is best way to boost US manufacturing
The Johnson & Johnson CEO subtly but assertively criticized the Trump administration’s plans for pharmaceutical tariffs, saying they are not an effective tool to onshore drug manufacturing to the US.
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Max Bayer @maxbayer.bsky.social · 14/04/2025
Pharma-specific tariffs inched closer after the Trump administration confirmed that it launched a 232 probe. That investigation actually began two weeks ago, on April 1. endpts.com/trump-drug-t...
endpts.com
Trump pharma tariffs inch closer as administration confirms US trade probe
Tariffs on pharmaceutical products that President Donald Trump has teased for weeks are one step closer to fruition after the Department of Commerce confirmed it's launched an investigation into the s...
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Max Gelman @maxgelman.bsky.social · 11/04/2025
FDA commissioner Marty Makary wants to phase out animal testing and replace it with organoids, lab-grown cultures of human cells that can mimic and recreate organs. But the process may take longer than the 3-5 year timeline he proposed. Story w/@scienceboss.bsky.social: endpts.com/fda-unveils-...
endpts.com
Makary wants to replace animal testing with organoids. It may take a while
Under the 11-page 'roadmap' outlined Thursday, the goal is for alternative methods to become 'the exception rather than the norm' in the next three to five years.
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Max Gelman @maxgelman.bsky.social · 08/04/2025
Really enjoyed this conversation with Johan Luthman, be sure to give it a read
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Max Gelman @maxgelman.bsky.social · 07/04/2025
The stock market meltdown is raising more questions for an already beleaguered biotech industry. endpts.com/as-stock-mar...
endpts.com
Stock market melts down over Trump’s tariffs, and biotech's pain keeps growing
The fallout comes amid a yearslong slog for biotech, which has struggled since high interest rates and inflation curbed what was a booming market during the Covid-19 pandemic.
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Sarah Karlin-Smith @sarahkarlin-smith.bsky.social · 31/03/2025
SCOOP: New FDA commissioner Martin Makary was sworn in Friday before HHS tried to push Peter Marks out, knew it was going to happen and did not stop it. #healthpolicy #biosky #medsky insights.citeline.com/pink-sheet/g...
insights.citeline.com
New US FDA Commissioner Makary Was Sworn In, Knew Of Plan to Push Out Marks, Sources Say
FDA Commissioner Martin Makary was sworn in Friday and knew of the plan that ultimately lead to CBER director Peter Marks' resignation on 28 March.
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Max Gelman @maxgelman.bsky.social · 31/03/2025
New: Peter Marks' ouster at the FDA has rattled biotech stocks and comes as the market was already wobbly. w/@drewsnews.bsky.social and @kylelahucik.bsky.social endpts.com/biotech-mark...
endpts.com
Marks’ exit at FDA rattles an already teetering biotech industry
FDA biologics chief Peter Marks resigns over vaccine dispute with HHS Secretary RFK Jr., causing biotech stocks to drop. Moderna down 11%, Sarepta down 7.5%, uniQure down 20%.
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Max Gelman @maxgelman.bsky.social · 28/03/2025
‘People will die’: End of NIH grants guts work between academics and companies to counter next pandemic Important story from @scienceboss.bsky.social: endpts.com/covid-resear...
endpts.com
‘People will die’: End of NIH grants guts work between academics and companies to counter next pandemic
Alpha Lee announced a Zika virus-fighting molecule at a chemistry meeting, but later learned his $67M federal funding was cut due to pandemic's end, affecting multiple antiviral research programs.
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Max Gelman @maxgelman.bsky.social · 28/03/2025
This afternoon, the FDA approved a new RNAi treatment for hemophilia from Sanofi. Patients with either hemophilia A or B will be able to take it with or without Factor inhibitors. The average price per year is $642,000. endpts.com/fda-approves...
endpts.com
FDA approves Sanofi's RNAi drug for hemophilia A and B
FDA approves Sanofi's RNAi hemophilia drug fitusiran, licensed from Alnylam, to treat both hemophilia A and B by lowering antithrombin protein levels.
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Max Gelman @maxgelman.bsky.social · 26/03/2025
The FDA approved the first treatment for a rare disease called Prader-Willi syndrome, where a genetic mutation causes patients to experience insatiable hunger. There was no immediate info on pricing. endpts.com/fda-approves...
endpts.com
FDA approves first drug for Prader-Willi syndrome, to tamp down insatiable hunger symptoms
FDA approves Soleno Therapeutics' diazoxide choline (DCCR) to treat hyperphagia in Prader-Willi syndrome patients, marking first approved treatment for the rare disease.
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Max Gelman @maxgelman.bsky.social · 26/03/2025
A small cap biotech developing radiopharmaceutical therapies for cancer is holding an investor event at Mar-a-Lago on Wednesday. endpts.com/why-did-radi...
endpts.com
Small biotech joins list of health companies taking a trip to Trump's Mar-a-Lago
Actinium Pharmaceuticals holds investor event at Trump's Mar-a-Lago resort, discussing Actimab-A and Iomab-ACT programs. CEO Sandesh Seth announces
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Eric Topol @erictopol.bsky.social · 23/03/2025
A pie graph worth keeping in mind as the NIH budget plummets jamanetwork.com/journals/jam... for 356 new FDA drugs approved
graph of NIH basisfor new drugs
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Max Gelman @maxgelman.bsky.social · 21/03/2025
Alnylam hopes its broad ATTR-CM label can give Amvuttra an edge in heart disease endpts.com/alnylam-hope...
endpts.com
Alnylam hopes its broad ATTR-CM label can give Amvuttra an edge in heart disease
Alnylam will likely face challenges in turning a profit this year, despite executives promising to do so. But the label for its newly-approved Amvuttra indication may give it an advantage over its riv...
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Max Gelman @maxgelman.bsky.social · 19/03/2025
New from me: Ahead of an FDA decision expected before this weekend, Alnylam faces the big question: Can it make money? endpts.com/ahead-of-fda...
endpts.com
Ahead of FDA decision, Alnylam faces the big question: Can it make money?
Alnylam's future profitability hinges on the ability to get Amvuttra prescribed as a first-line option in ATTR-CM, which is an increasingly competitive market led by Pfizer’s Vyndaqel/Vyndamax franchi...
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Endpoints News @endpts.com · 18/03/2025
A teenage boy who received Sarepta’s Duchenne muscular dystrophy gene therapy Elevidys died from liver failure. endpts.com/sixteen-year...
endpts.com
Sixteen-year-old dies after receiving Sarepta’s Duchenne gene therapy
A teenage boy who received Sarepta’s Duchenne muscular dystrophy gene therapy Elevidys died from liver failure, the biotech said Tuesday morning.
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Peter Sagal @petersagal.bsky.social · 11/03/2025
Gift link. www.theatlantic.com/health/archi...
theatlantic.com
His Daughter Was America’s First Measles Death in a Decade
A visit with a family in mourning
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Max Gelman @maxgelman.bsky.social · 05/03/2025
Trimtech Therapeutics, which raised $31M on Wednesday, is using technology designed to recruit the body’s immune system to break down large protein aggregates seen in diseases like Alzheimer’s and Huntington’s. Pfizer and Eli Lilly invested in the company's seed round. endpts.com/lilly-pfizer...
endpts.com
Lilly, Pfizer invest in UK startup's seed round for neurodegeneration protein degraders
A UK startup that wants to bring protein degraders to the neurodegeneration field has closed a $31 million seed round.
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Tracy Jan @tracyjan.bsky.social · 03/03/2025
“We’re not going to harm our children or [risk] the potential to harm our children so that we can save yours,” says the mother of an unvaccinated Texas child who contracted measles. Her 7-year-old son recovered. But an otherwise healthy unvaccinated 6-year-old died of measles 80 miles away.
washingtonpost.com
Amid West Texas measles outbreak, vaccine resistance hardens
A child has died in an outbreak that has grown to 146 cases.
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Endpoints News @endpts.com · 27/02/2025
🏳️‍🌈 It's time to celebrate and recognize the trailblazers in biopharma. We're now accepting nominations for our annual LGBTQ+ Leaders report, let's honor those who are paving the way for inclusivity and innovation. #LGBTQinBiopharma endpts.com/endpoints-lg...
endpts.com
Who’s leading LGBTQ+ inclusion in biopharma? Nominate them for Endpoints’ annual report
For the fourth year running, Endpoints News will highlight the biotech leaders who are paving the way for the LGBTQ+ community. Nominations are now open via this form for the 2025 LGBTQ+ Leaders in Bi...
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Andrew Dunn @andrewedunn.bsky.social · 27/02/2025
NEW: Bill Anderson left Roche in 2023 to take one of the most difficult jobs in the corporate world — the CEO of Bayer I recently sat down with Anderson to see how it's going. Here's my latest deep dive into a big question: Can he save Bayer? endpts.com/bayer-ceo-bi...
endpts.com
Can Bill Anderson save Bayer?
Something changed for Bill Anderson when he turned 50. He was ascending the ranks of Roche’s Genentech, but the Texas native felt like he was stuck in the same loop ...
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Derek Lowe @dereklowe.bsky.social · 24/02/2025
Evidence that Alzheimer’s (and other neurodegenerations?) might have a lot to due with early formation of RNA G-quadraplexes. Which is not where we’ve generally been looking!
science.org
Neurodegeneration Might Come Down to RNA
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Jason Mast @jasonmast.bsky.social · 20/02/2025
Important story from @elaineywchen.bsky.social Some patients in trials for new obesity drugs are losing too much weight, as industry pushes for ever more powerful medicines www.statnews.com/2025/02/20/t...
statnews.com
How much weight loss is too much? Pharma is pushing the limit with new obesity drugs
How much weight loss is too much? Pharma is pushing the limit with new obesity drugs.
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Max Gelman @maxgelman.bsky.social · 20/02/2025
The strong launch for BridgeBio's rare heart disease drug Attruby continued Thursday as the company reported new prescription figures that surpassed even the most optimistic forecasts. $BBIO +6% endpts.com/bridgebios-h...
endpts.com
BridgeBio’s heart disease drug Attruby sails past prescription estimates
BridgeBio revealed Thursday that prescriptions for its recently approved rare heart disease drug Attruby substantially beat analyst projections — an update that is likely to further boost confidence i...
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Max Gelman @maxgelman.bsky.social · 19/02/2025
Cool story from @scienceboss.bsky.social about the future of CRISPR, and he'll have more coming. endpts.com/biotech-is-s...
endpts.com
Will CRISPR matter?
On a sunny September day in 2023, scientists at CRISPR Therapeutics invited me to peer through their microscopes. Through the lens were liver cells, part of the company’s work to gear up for a clinica...
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