7
Apr
2026

Computation & Culture For Drug Discovery: Abbas Kazimi on The Long Run

Abbas Kazimi is today’s guest on The Long Run.

Abbas is the CEO of Boston-based Nimbus Therapeutics. It’s a privately held company that discovers and develops oral small molecule drugs. It does this through a combination of computational chemistry, medicinal chemistry, AI, and the combined effort of a small group of talented and hardworking people.

Abbas Kazimi, CEO, Nimbus Therapeutics

Nimbus is probably best known for the discovery of zasocitinib, a Tyk2 inhibitor for psoriasis, and other autoimmune diseases. It sold that drug to Takeda Pharmaceuticals in late 2022 for $4 billion upfront and $2 billion in milestones. That deal rewarded employees, and investors, and allowed the Nimbus team to stay in place and keep working on the next big thing. Takeda is putting a lot of horsepower behind that drug, and its Phase III results suggest it will be a multi-billion blockbuster.

The Nimbus team of small molecule drug hunters is now back doing what it does, working on a couple of internal drug candidates in the early stages of development. One is a cancer drug candidate aimed at the Werner syndrome helicase (WRN) enzyme, and a Salt-Inducible Kinase 2 or SIK2 inhibitor for immune disorders. It also has a collaboration with Eli Lilly to work on small molecules for metabolic disorders, including the biggest market opportunity of them all — obesity.

Abbas joined Nimbus back in 2014 to do strategy and business development. He worked his way up to chief business officer and then became CEO in March 2025. He has helped raise over $630 million in equity financing and led corporate and business development transactions totaling over $8 billion – including that signature deal with Takeda on the Tyk2 inhibitor.

There are elements of the classic immigrant story that run though Abbas’ life. Abbas is brilliant, humble and obviously driven by the industry’s mission to help people who are suffering. He’s someone who embodies what I think of as one of the industry’s simple truths and yet is often overlooked. Success requires both advanced technology and great people working together.

Before we get started, a word from the sponsor of the show.

 

 

I want to draw your attention to a live webinar that Alphasense are hosting on Apr 9 – AI in Drug Development 2026: The Shift to Execution

In this live webinar, Sara Mallatt, AlphaSense’s Director of Healthcare Research and Dr. Paul Agapow, former Director of Data Science at GSK, will explore how AI is transforming medicine. As the first wave of AI-designed drugs move into advanced clinical trials, they will discuss whether AI is on track to make drug development faster, cheaper, and more successful.

Register now to save your seat.

 

Bioanalysis should not rely on which scientists at the CRO you get. These are assays, not consulting. Your results should be the same, regardless of who does the work.

“We love working with our CRO… when we get the right PI” is a red flag, not a compliment. And if the quality of your bioanalysis depends on which principal investigator happens to be assigned to your study, you don’t have a CRO partnership, you have a lottery ticket.

Dash was built around automation and standardized workflows specifically to eliminate that variability. Every study gets the same rigor and the same rapid turnaround, days not weeks, across ELISA/MSD, LC-MS, and PCR. GLP-compliant, transparent pricing, guaranteed outcomes.

You shouldn’t have to ask who’s running your study. You should just get great data.

Visit www.dash.bio

Now please enjoy this conversation with Abbas Kazimi on The Long Run.

4
Apr
2026

The Unreasonable Effectiveness of Lifestyle

David Shaywitz

It wasn’t quite like the dream where you’re standing in front of an audience and suddenly realize you’re not wearing pants, but at a recent Harvard Business School function, I felt a flush of affinity.

The occasion was an annual event for students in the Harvard life sciences MS/MBA program, designed to recognize the hard work of students and faculty, and to connect trainees with program advisors like me. Before dinner, advisors were invited to stand and briefly introduce ourselves to students.

The experience was something else. One woman was leading something like her fifth life science company, as I recall; another was a former Brigham infectious disease physician who pivoted to life science investing and just retired after 30 years. A third was a highly effective social impact investor who trained as a lawyer, served in the Navy where he was an officer on a guided missile frigate, and was a former managing director at Bain Capital. You get the idea.

And then it was my turn.

I explained how after a quarter century in biopharma and healthtech, I’m now focused on … improving health by cultivating agency, in the context of a capacious vision of health that also embraces physiology, purpose and connection.

Which was when I felt like I forgot my pants.

The audience seemed to stare at me with looks suggesting a combination of confusion and pity. They may have wondered if I had stumbled into the wrong event — a thought I considered as well. I passed the mic to the next advisor (I think a life science VC with a MBA from Harvard), and the event continued.

But it made me wonder, as I know many have before me, why we tend to view efforts to treat the sick so differently — so much more seriously — than efforts to keep us healthy in the first place.

The issue isn’t, or shouldn’t be, the high esteem in which we hold new medical products — such as the therapeutics I’ve spent much of my career trying to discover and develop.

As a patient, when you are seriously sick, your entire world collapses down to your illness, and there’s nothing you care about more than trying to get better. In these moments of urgency, we’re grateful — beyond grateful — for the availability of powerful diagnostic tools that help delineate our disease, and effective medicines that, if we’re fortunate, can be deployed to treat it.

But start to talk about lifestyle, and you’re immediately shunted somewhere else — akin, perhaps, to the “lower stakes” tables in Swingers, or into the company of Jugdish and Sidney in Animal House.

More to the point, I can just imagine a medical colleague muttering, “I didn’t spend years of miserable training memorizing the Krebs cycle and the coagulation cascade — and drop tens of thousands of dollars in tuition — just to tell my patients to move more, drink less, and eat better.”

And yet: this is just what some of the strongest data suggest.

The Unreasonable Effectiveness of Lifestyle Interventions

In a 1959 lecture at New York University, physicist Eugene Wigner introduced the phrase “the unreasonable effectiveness of mathematics.” We might borrow the framing to describe the unreasonable effectiveness of lifestyle interventions, given their outsized impact on human health.

I’ve previously outlined an evidence-based model for flourishing health built around three pillars: physiology (movement, sleep, nutrition, prevention), connection and purpose, and agency. It’s the third pillar I find most underappreciated — and potentially tractable. But all three matter, and the data confirm it.

The impact of lifestyle on keeping us healthy far exceeds the impact of most medicines –which is perhaps why the 2019 ACC/AHA prevention guidelines explicitly state that the most important way to prevent cardiovascular disease is to promote a healthy lifestyle throughout life. A compelling 2018 publication in Circulation found that adults who maintained five healthy behaviors — not smoking, healthy body weight, moderate physical activity, avoiding heavy alcohol use, and a healthy diet — reduced their risk of major disease by a staggering 74%, translating to 12–14 extra years of life compared with people who had none of these habits.

Research has also reinforced the importance of sleep. I found a recent discussion on the always-informative Future of Everything podcast hosted by Stanford’s Russ Altman particularly valuable: the perspective offered by guest Jamie Zeitzer — a circadian physiologist at Stanford — was surprisingly pragmatic and down-to-earth, mercifully lacking the dogmatism often associated with the topic.

WHOOP CEO Will Ahmed

For a vivid illustration of what agency actually looks like — and why it matters — consider this memorable LinkedIn post from WHOOP founder Will Ahmed, whose platform is now valued at over $10B, exceeding most local biotechs. Ahmed himself clearly possesses remarkable agency, which was evidently an animating force in his leadership of the company. The irony is that WHOOP itself, like other fitness platforms including Peloton and Oura, seems especially focused on enhancing performance through metric optimization rather than deliberately cultivating agency in its users — a gap that thoughtfully deployed AI could effectively address (as we’ll discuss).

Holding lifestyle to a higher standard

Part of the problem faced by preemptive medicine is that because patients start out relatively healthy, the stakes seem lower. Correctly diagnosing and treating a dangerous disease has much less room for error than offering lifestyle advice to healthy people — which also means the bar for lifestyle advice is vanishingly low. To the extent this encourages diversity of approaches and marketplace competition, that’s good. But the worry is accountability: since it’s so difficult to connect specific lifestyle interventions with downstream consequences, anyone can argue anything. It’s all but impossible to discern (in a time frame likely to matter) what’s truly effective, and to separate an approach that’s trendy or fun from one more likely to yield durable benefit.

Moreover, most lifestyle-oriented platforms are paid if they engage users, independent of any health benefit those users receive. One perverse consequence is the tendency of platforms to pursue users already relatively engaged in their health — for the simple reason that customer acquisition costs are viewed as lower. Getting a fairly healthy person to opt into a Peloton or a WHOOP is a lot easier than motivating a habitually sedentary couch potato to do the same; yet in the case of physical activity, the health benefit of going from nothing to something is about as large as the benefit of going from something to a whole lot more. The real inflection point occurs when people get off the couch.

Capacious and accountable

A longstanding theme of this column has been my aversion to the pursuit and culture of relentless optimization — a view Brad Stulberg, among others, has expressed with particular eloquence — and my embrace of a more expansive view of health.

David Shaywitz speaking at the Thrive Summit in Phoenix, AZ March 18, 2026

This was very much the theme of my recent keynote at Personify Health’s annual Thrive Summit, where I tried to make the case that genuine flourishing isn’t built on metric optimization — it’s built on function, connection and purpose, and agency –- the belief that your choices matter, and that you can create a better tomorrow. Life, I reminded the audience, is richer than any dashboard can capture.

What I find most promising is the possibility of cultivating agency deliberately — and we have a model for what that actually looks like. The Diabetes Prevention Program, which achieved a remarkable 58% reduction in type 2 diabetes incidence through “lifestyle alone,” worked through intensive, individualized coaching: helping participants understand their own goals, set achievable targets, practice self-monitoring as a skill rather than a score, and, crucially, develop strategies for recovering from lapses rather than treating them as failures. The typically overlooked self-regulatory skills you develop in sticking to an exercise routine, for example, if made explicit and deliberately extended to new contexts, can be portable to other domains of life.

Thus, while relentless optimization in the Sisyphean pursuit of perfection seems misguided, staying accountable seems sensible. I weigh myself every day. I have a weekly exercise schedule I generally keep to. I know how much I lift, and a sense of how fast I jog. I don’t use leaderboards on Peloton and other apps, but I choose rides based on the time and anticipated intensity. The comfort of routine feels reassuring and serves as a great foundation to my day.

I suspect that if lifestyle platforms can motivate you to keep exercising — the way I find Peloton instructors can — and make consistent exercise a bit more engaging and fun, that may be a real benefit. 

The proliferating metrics offered by some platforms are trickier: markers of biological age, for instance, remain population-derived and haven’t been validated for use in individuals. But the more interesting question, as Dr. Isaac Kohane often notes, is “compared to what?”

The honest answer is that chronological age (as Dr. Martin Lee eloquently discussed in a recent New England Journal of Medicine) is itself a poor proxy for our actual physiological reserve and potential. What the escalating interesting in new markers of aging gesture toward, however imperfectly, is the animating idea of my recent Wall Street Journal op-ed: that our biological trajectory is not fixed by the number of times we’ve circled the sun, and that through the choices we make — movement, recovery, connection, and the cultivation of agency — we can genuinely elevate our health and enhance our flourishing.

Lifestyle’s AI opportunity

A particular opportunity for lifestyle platforms may involve AI — but perhaps not in the way you think. I’m extremely skeptical that AI is going to churn through the often-dubious data and questionable metrics wearables tend to generate and deliver trenchant insights on the perfect fitness program. But I have been impressed by the quality of dialog AI enables. I’m trying out a base model WHOOP right now, and the AI coaching chat, in beta mode, is surprisingly good.

A decade ago, I wrote about the untapped potential of personalizing behavioral approaches — the idea that behavioral coaching could be far more effective if it were grounded in a deeper, more nuanced understanding of the individual — the kind that only emerges over time. An AI that could get to know you well enough to offer not better exercises, but a more effective approach to motivating and encouraging you specifically — and begin to do so with the sort of attentiveness and continuity that characterized the DPP — could be important and valuable. And if that capability extended beyond exercise into other areas of life, you’d have something more interesting than a fitness app: an engine for agency itself. This, as I see it, is the best-case scenario for where fitness and other “lifestyle” platforms could wind up — and how they might finally make good on their often-heralded, long-awaited promise to transform our health and enlarge our lives.

 

2
Apr
2026

Lilly Buys Centessa, Takeda & Alumis Tyk2 Showdown, & Blackstone’s Megafund

Luke Timmerman, founder & editor, Timmerman Report

Medicines that are breaking new ground in sleep medicine, immune-mediated kidney diseases, and plaque psoriasis made headlines this week.

Ten years from now, it’s possible millions of people will be living healthier, more vibrant lives because of these groundbreaking medicines.

The science continues to yield dazzling results. But you have to wonder how long this sector can flourish in a political environment this hostile.

Read More

31
Mar
2026

Inspired by Mother Nature, Discovering New Drugs: Viswa Colluru on The Long Run

Viswa Colluru is today’s guest on The Long Run.

Viswa is the founder and CEO of Boulder, Colo.-based Enveda. The startup company, founded in 2019, is focused on discovering and developing small molecule drugs with novel mechanisms of action. It relies on a chemistry-based approach to drug discovery, drawing inspiration from products found in nature.

Viswa Colluru, founder and CEO, Enveda

The privately held company has come a long way in a relatively short time. Founded in 2019 with about $50,000 of bootstrap capital from the founder himself, it has gone on to raise $517 million at a reported valuation of about $1 billion.

Enveda’s platform is designed to take plant samples with known medicinal properties, and interrogate them to understand what the active molecules in there are doing biologically.

Enveda’s approach has already produced three drug candidates in clinical trials, all with novel targets and mechanisms of action. One is being studied for atopic dermatitis and asthma, another is for obesity, and a third is for inflammatory bowel disease.

Natural product chemistry inspired the early decades of the pharmaceutical industry, but largely fell out of favor as the tools of molecular biology and genomics improved. Enveda represents a fusion, or a bridging, if you will of both worlds.

Viswa is personally something of a bridge builder. He emigrated from Southern India to the US. He draws inspiration from both places, both traditions, as he maps out the future for a company seeking to develop effective new medicines for people around the world.

Before we get started, a word from the sponsor of the show.

 

 

In Life Sciences, the ‘information gap’ is where portfolios go to die. You aren’t just tracking tickers; you’re tracking Phase III data, FDA shifts, and patent moats. If you’re waiting for the news cycle to catch up, you’re already too late.

That is why I use AlphaSense.

It is an AI-powered market intelligence platform designed to help investors and operators find critical insights faster. Think of it as a search engine for the entire financial and life sciences landscape, aggregating over 500 million documents across company filings, clinical trial registries, FDA documents, earnings calls, expert transcripts, broker research, and industry publications into one unified, searchable platform.

For those researching biotech, medtech, and the broader life sciences landscape, it is a game-changer, purpose-built to surface the clinical, regulatory, and commercial insights that matter most.  You can use Smart Summaries to instantly synthesize thousands of pages of trial data, regulatory filings, and KOL commentary, while Channel Checks and expert insights help you understand how therapies are actually being adopted in the real world across physicians, payers, and hospital systems, not just how they are modeled on paper.

I used it recently to research a pair of articles on Timmerman Report, looking for patterns in the most recent acquisitions of Eli Lilly and Merck.

Instead of spending hours digging through 10-Ks, AlphaSense surfaces the ‘Alpha’—the specific insights that move the needle—in seconds. 

To experience it firsthand, you can start a free trial at alpha-sense.com/thelongrun.

 

 

Bioanalysis should not rely on which scientists at the CRO you get. These are assays, not consulting. Your results should be the same, regardless of who does the work.

“We love working with our CRO… when we get the right PI” is a red flag, not a compliment. And if the quality of your bioanalysis depends on which principal investigator happens to be assigned to your study, you don’t have a CRO partnership, you have a lottery ticket.

Dash was built around automation and standardized workflows specifically to eliminate that variability. Every study gets the same rigor and the same rapid turnaround, days not weeks, across ELISA/MSD, LC-MS, and PCR. GLP-compliant, transparent pricing, guaranteed outcomes.

You shouldn’t have to ask who’s running your study. You should just get great data.

Visit www.dash.bio

Now please enjoy this conversation with Viswa Colluru on The Long Run.

17
Mar
2026

Europe’s Biotech Investment Crisis: Otello Stampacchia on The Long Run

Otello Stampacchia is today’s guest on The Long Run.

Otello is the founder and managing director of Omega Funds. It’s a transatlantic biotech venture firm with offices in Boston and Geneva, Switzerland. He’s a native of Italy and you might say a true international businessman, deeply rooted in the issues startups face in various geographies around the world.

Otello Stampacchia, founder and managing partner, Omega Funds

This conversation stems from the current moment of geopolitical disruption, and what Europe can do to become a more dynamic player in this key industry of the 21st century. The US federal government has been pressuring big companies to invest more in the US or else face crushing tariffs. China has emerged as an aggressive low-cost, high-speed, high-quality rival. 

Europe runs the risk of being caught in the middle and further marginalized in several key industries of the future, including biotech. The present state of affairs isn’t great. Only 7 percent of venture capital for biotech startups goes to European companies – compared with 63 percent for the US – according to one recent analysis.

Otello is concerned. The science is terrific in Europe. The question is how to translate that better into useful products and high-growth companies in Europe.

Otello is spending some of his time on tackling longstanding roadblocks in the financial systems and regulatory systems that hold back Europe’s small to mid-sized companies. He has been integral to the formation of the European Life Sciences Coalition. It’s a group of venture firms such as Omega, Forbion, Novo Holdings and Sofinnova Partners.

This is an interesting conversation about how to create positive conditions through science policy that’s relevant for listeners around the world.

The Long Run is sponsored by:

 

 

The healthcare market has entered a period of high-stakes execution in 2026. Many companies have been adding mid- to late-stage assets as they seek to minimize clinical risk and move rapidly toward commercialization. At the same time, significant regulatory and operational headwinds threaten to derail the sector’s momentum. This report tackles these issues and other key trends shaping the healthcare landscape in early 2026. 

Download the Report

 

AND

Bioanalysis should not rely on which scientists at the CRO you get. These are assays, not consulting. Your results should be the same, regardless of who does the work.

“We love working with our CRO… when we get the right PI” is a red flag, not a compliment. And if the quality of your bioanalysis depends on which principal investigator happens to be assigned to your study, you don’t have a CRO partnership, you have a lottery ticket.

Dash was built around automation and standardized workflows specifically to eliminate that variability. Every study gets the same rigor and the same rapid turnaround, days not weeks, across ELISA/MSD, LC-MS, and PCR. GLP-compliant, transparent pricing, guaranteed outcomes.You shouldn’t have to ask who’s running your study. You should just get great data.

 

Visit www.dash.bio

 

Now please enjoy this conversation with Otello Stampacchia on The Long Run.

11
Mar
2026

What the Timmerman Traverse Is All About

The Timmerman Traverse has become a phenomenon in the biotech industry. 

Numbers tell part of the story. More than 200 biotech industry leaders have participated since 2019. More than $15 million has been raised to support high-risk/high-reward cancer research, poverty alleviation, and newborn screening for sickle cell disease.

Nonprofit organizations have seen awareness of their work, and their donor networks, increase significantly. Maybe most important of all — participants describe the experience as life changing.

It’s about getting outside, doing something physically and mentally challenging, raising substantial funds for a good cause, and banding together with a team of mission-driven biotech leaders. Lifelong friendships are formed. 

For those who are curious, I’d encourage you to watch these short videos.

First, this one from Damon Runyon Cancer Research Foundation focuses on the young cancer researchers who are getting critical resources to launch their careers and explore the frontiers with high-risk/high-reward research.

This next video, created with help from Fuel for Female Founders, captures footage from the Kilimanjaro expedition in February 2026. See what participants say while they’re in the moment on the mountain.

Lastly, this video created by Timmerman Traverse alumna Rosie Rodriguez contains commentary from a few prominent alumni reflecting on the experience months or years later.

Thanks to all of you who have stuck your necks out to participate, to contribute to a friend’s campaign, or to step up as a major corporate sponsor.

If you are interested in participating or contributing to the next Timmerman Traverse for Damon Runyon Cancer Research Foundation, it’s a pair of spectacular day hikes in the Evolution Range of the Sierras near Bishop, CA.

See me for more information. luke@timmermanreport.com.

Timmerman Traverse

3
Mar
2026

T-cell Engagers for Autoimmune Disease: Ken Song on The Long Run

Ken Song is today’s guest on The Long Run.

First things first, this episode was recorded before news broke that Candid Therapeutics went public via a reverse merger with RallyBio. But I must say, that deal was no surprise.

Ken Song, CEO, Candid Therapeutics

Ken was on The Long Run five years ago, in November 2021. At that time, he was CEO of San Diego-based RayzeBio. That company was developed targeted radiopharmaceuticals for cancer. It ended up going public and then was quickly acquired by Bristol Myers Squibb for $4.1 billion in December 2023.

Ken struck me then as someone with good entrepreneurial instincts. He’s back in the arena again with another startup with potential.

This time, he’s CEO of San Diego-based Candid Therapeutics. It’s a startup developing bispecific T-cell engaging antibodies to treat autoimmune diseases. It has raised $370 million in venture capital. The company’s two lead drug candidates are in clinical trials.

Candid is hoping to be part of a wave of innovation in the treatment of autoimmune disease. We’ve seen remarkable results with CAR-T cell therapies in patients with autoimmune disease, who achieve “an immune reset.” That’s a tantalizing result, but one that’s unlikely to scale to the millions of people with autoimmune diseases. Ken and his team are wagering that T-cell engaging antibodies will achieve a similar biological effect, but in a more practical, scalable, and cost-effective shot that comes in a vial.

Before we get started, a word from the sponsors of The Long Run.

 

 

In Life Sciences, the ‘information gap’ is where portfolios go to die. You aren’t just tracking tickers; you’re tracking Phase III data, FDA shifts, and patent moats. If you’re waiting for the news cycle to catch up, you’re already too late.

That is why I use AlphaSense.

It is an AI-powered market intelligence platform designed to help investors and operators find critical insights faster. Think of it as a search engine for the entire financial and life sciences landscape, aggregating over 500 million documents across company filings, clinical trial registries, FDA documents, earnings calls, expert transcripts, broker research, and industry publications into one unified, searchable platform.

For those researching biotech, medtech, and the broader life sciences landscape, it is a game-changer, purpose-built to surface the clinical, regulatory, and commercial insights that matter most.  You can use Smart Summaries to instantly synthesize thousands of pages of trial data, regulatory filings, and KOL commentary, while Channel Checks and expert insights help you understand how therapies are actually being adopted in the real world across physicians, payers, and hospital systems, not just how they are modeled on paper.

Instead of spending hours digging through 10-Ks, AlphaSense surfaces the ‘Alpha’—the specific insights that move the needle—in seconds.  To experience it firsthand, you can start a free trial at alpha-sense.com/thelongrun.

 

Are you tired of inconsistent bioanalysis results and waiting months for data that should take days?

Dash is the only bioanalysis CRO built from the ground up with a tech-first approach, designed to deliver better, faster, and cheaper than anyone else.

With Dash, you get:

  • Faster turnaround, with results in days, not months.
  • High-quality data across major assay types including ELISA/MSD, LC-MS, and PCR, supporting all modalities and therapeutic areas
  • Customer-first policies, like guaranteed outcomes and transparent pricing.

From preclinical to late-stage studies, Dash helps you move from assay development and validation to sample analysis with unmatched speed. Founded by industry veterans who’ve felt the pain of traditional CROs, Dash is the partner researchers and clinical leaders actually need: reliable, fast, and easy to work with.

So if slow bioanalysis CROs are costing you money and missed deadlines—put Dash to the test. Visit www.dash.bio and see how fast bioanalysis can be.

Please enjoy this conversation with Ken Song on The Long Run.

27
Feb
2026

Agency: The Motivational Currency of Health

David Shaywitz

Last night I offered some remarks at February’s Boston Health Innovation Night, a monthly gathering of innovators, entrepreneurs, and investors in Boston’s extraordinary biomedical ecosystem, organized by digital health advisor and investor Steven Wardell.

Several people asked whether I’d written the ideas up, which I took as encouragement to share them here (along with a few photos from the event). What follows is a lightly edited version of what I said, followed by a related personal career update/disclosure for readers (tl;dr my passion project is now also my day job).

•    •    •

Each phase of my career has been shaped by a powerful emerging technology — molecular biology and genetics, stem cells, digital health, and most recently AI. What’s kept me at it is less the technology itself than the intent: trying to figure out how to actually use these tools to help people, and staying preoccupied with whether we really are. And who those people are is changing. Taking care of the sick remains the core of medicine, but the aperture is widening: we’re beginning to ask how these same tools might help all of us live better, not just recover when things go wrong.

Author, with Nicole van Poppel (Cytoreason) and Dr. Jenifer Siegelman (strategic advisor)

A few learnings along the way:

First: technology is enormously enabling. Tools have extraordinary power. Think of the impact of the telescope, the microscope, the microchip, the calculus: all changed the questions we were able to ask of nature. But the key challenge with any powerful new technology — and gen AI is only the latest example — is making sure we leverage it without getting defined by it. The real danger is letting what the tools do well define what we think matters. In healthtech, that means we tend to focus on measuring, quantifying, and optimizing, rather than what might be most important to the people we’re trying to serve. As Kate Crawford astutely reminds us, we must not let the “affordances of the tools become the horizon of truth.”

Second: remarkable progress in the science of aging has highlighted the outsized value of basic lifestyle activities. There’s so much we can do to age better and live healthier.  Not zany fads like rejuvenation pods and the like, but basic, common-sense things that tend to reduce what researchers call “inflammaging,” chronic low-grade inflammation associated with problems from cancer to dementia.

Event organizer, digital health investor/advisor Steven Wardell (right).

Obvious examples involve physiology: move regularly — Eric Topol has pointed out that a drug that delivered all the health benefits of exercise would be considered a medical breakthrough. Eat thoughtfully — avoid what nutrition researcher Kevin Hall describes as hyperpalatable, calorie-dense food; there’s lots of good data around the Mediterranean Diet, but common sense applies, and as Zeke Emanuel advises, on special occasions go ahead and eat your ice cream. Also — prioritize sleep; as Matthew Walker and others have taught us, it’s incredibly important.

Unfortunately, the remarkable advances in our ability to measure have led some to turn health into a game of relentless optimization of performance metrics like VO2 and various evolving putative measures of biological aging that may have value at the population level but aren’t yet validated on the individual level. There’s even a rejuvenation Olympics where biohackers compete for best biological aging score. 

I’ve always favored a more capacious view of health — and the data seem to support this broader perspective. For example, while physiology is important, so are two other categories: connection/purpose and agency. The Harvard Study of Adult Development, now running over 85 years, has shown that warm relationships predict better cognitive and emotional health decades later. The Northwestern SuperAgers study — examining people in their 80s with memory as sharp as 50-year-olds — found that the single psychological factor distinguishing them from their peers was higher-quality positive relationships. And meta-analyses across more than 300,000 people show that stronger social connections are associated with a 50% increased likelihood of survival. And a higher sense of purpose has also been robustly associated with reduced mortality — there’s actually a great JAMA Network publication showing a dose-response relationship.

Finally, we get to the quality I’m especially captivated by: agency — essentially, your belief that you can impact the world around you. The data linking agency and optimism to better health are striking. Meta-analyses across more than 200,000 people show that higher optimism is associated with roughly a 35% lower risk of cardiovascular events and about 14% lower all-cause mortality — effect sizes in the same neighborhood as traditional risk factors like blood pressure or cholesterol. In the Nurses’ Health Study, women in the top quartile of optimism had nearly 40% lower risk of dying from heart disease or stroke over eight years. More optimistic people also appear to live about 10% longer, with 50-70% greater odds of making it to 85 or beyond. The American Heart Association’s 2021 Scientific Statement in Circulation formally recognized optimism and psychological well-being as cardiovascular health factors with quantified effect sizes, which I guess makes these ideas officially mainstream.

Author, with Alexander Webber (Virus Watcher) and Dr. Marc Herant (Recon Strategy).

Of course, these encouraging associations raise the real question: can we actually cultivate agency, or is it just a trait some people happen to possess? Because changing health behavior is incredibly hard. Angela Duckworth and Katy Milkman ran a massive study –- a “megastudy” — with over 60,000 participants testing dozens of behavioral interventions to boost gym attendance, and none of them worked particularly well — and experts had very little ability to predict which specific interventions would be effective. As Duckworth herself put it, “Behavior change is really *#$@ing hard” – and she’s a MacArthur Genius!

And yet — there are remarkable examples showing it absolutely can be done. Perhaps none more compelling than right here in Boston, just down the street from where we’re standing. The Diabetes Prevention Program, led by my diabetes clinical mentor David Nathan at MGH, demonstrated that a structured lifestyle intervention could reduce the incidence of type 2 diabetes by 58 percent — nearly twice the effect of medication. And the benefits have persisted over 15 years of follow-up. It’s one of the most important prevention studies ever conducted, and, as I see it, it’s all about cultivating agency.

And we’re seeing the same mechanism play out right now in a completely different context. David Kessler — former FDA Commissioner — has described the struggle to lose weight after a lifetime of trying as “a cycle of despair.” What the new GLP-1 medications have done for Kessler and many others, beyond the physiology, is restore the belief that they can actually succeed. That renewed sense of agency can create what I’ve called an “agentic dividend” that, if suitably cultivated, can be applied to other healthy pursuits, like exercising, getting health screenings, reconnecting with family, friends, and community. It has the potential to initiate a virtuous cycle.

Author, with Molly Robb (talent partner) and Steven Wardell (digital health investor/advisor).

One important thing to say about agency before I close. This is emphatically not about “putting on a happy face.” Bad things happen. Terrible things happen. The deeper view of positivity — what Martin Seligman calls flourishing — is a combination of positive emotion, engagement, relationships, meaning, and accomplishment. It’s substantive, not superficial, and as he derisively explains, it’s absolutely not about “merriment.” Optimism can improve your odds, but it’s not a panacea. I think of it more as a resilience tool, one that encourages us to respond constructively and persistently — while being clear that bad outcomes don’t mean you didn’t smile enough. There’s a lot of contingency and bad luck in the world. Sh-t happens.

And that brings me to my final point. It’s precisely because of all that contingency that our ability to cultivate agency matters so much. Agency, as I’ve described it, is the motivational currency of health — the thing that allows us to push through despite the many obstacles and pervasive, ever-present uncertainty. As Seligman wrote in 2021:

“When do we try hard? When do we break out of our sloth and overcome barriers that seem insurmountable? When do we reach for goals that seem unobtainable? When do we persist against the odds? When do we make new, creative departures? These all require Agency — an individual’s belief that he or she can influence the world.”

There’s so much we can’t control — in every setting, everywhere. Our most underappreciated tool for improving our chances of getting the outcomes we want, and even more importantly – for living lives that feel full and capacious and ours — is building our sense of agency, our belief that we can impact the world around us, and coupling that belief with the pragmatic skills and mastery experiences that prove to us, in domains and across domains, that we actually can.

(Reading and resources related to agency and health can be found at KindWellHealth, here.)

•    •    •

Now to the career update/disclosure I mentioned upfront: I am joining Lore Health as Chief Medical Scientist. In this role, the passion project I’ve pursued (and maintain) at KindWellHealth will now also become my day job: leveraging emerging technology and behavioral science to cultivate agency and improve health at scale.

20
Feb
2026

Enjoy the Photos: Timmerman Traverse for Damon Runyon Kilimanjaro 2026

One of my favorite Swahili words is “pamoja.” It means together.

The Timmerman Traverse for Damon Runyon Cancer Research Foundation concluded on Feb. 16. We had a memorable experience on Kilimanjaro. 

We did it together.

We shared many laughs, and a few tears during our 7-day experience on the highest peak in Africa.

This team had some disappointments. Illness and injury prevented a few members of the team from reaching the summit at 19,341 feet / 5,895 meters.

But there much more to this mountain experience than the summit. We marveled at the stars sparkling in the night skies. We paused to look over the Dendrosenecio kilimanjari, a prehistoric, tree-like plant that look like something from a Dr. Suess book. They are found only in Kilimanjaro’s moorland zone around 14,000 feet.

We gawked at monkeys jumping from branch to branch in the lush forest zone. We heard gentle taps of rain and snow on our tents, while snug in our sleeping bags. We held onto ancient volcanic rock, made smooth over the years by people who make careful hand and foot placements to continue up the mountain.

We exceeded our $1 million fundraising goal for high-risk / high-reward cancer research with $1,206,402. This is enough to fully fund three young scientists for the next four years through the Damon Runyon Cancer Research Foundation. Our hard work on fundraising will advance cancer research for future generations.

This team rose to the challenge of doing something larger than ourselves.

The physical and emotional challenge was no small thing. We covered a little more than 40 miles over rugged, uneven, uphill and downhill terrain. When individuals struggled with altitude symptoms, our group rallied in support — a sip of water, a tasty snack, or a hug.

The camaraderie was special. There’s something deeply human about getting outside, with a group, pushing ourselves hard mentally and physically toward a shared goal.

We relaxed after these efforts by telling stories and cracking jokes. We sang and danced with our Tanzanian crew as if no one was watching.

We shared simple pleasures. A cup of tea or coffee in the tent. Afternoon popcorn in the mess tent. A washcloth at the end of a long day. The nourishing slurp of warm carrot and ginger soup. 

We paid attention, and offered respect, to our gracious and hard-working Tanzanian hosts.

The bonds formed were strong. At the end of an immersive experience like this, these are the people who will show up at your wedding or your memorial service. Many positive things will undoubtedly spin out from these deep, meaningful relationships.

Please enjoy a few photos from this life-altering experience.

17
Feb
2026

Discovering Drugs for Cancer and Autoimmunity: Ansu Satpathy

Ansu Satpathy is today’s guest on The Long Run.

Ansu is a physician-scientist and an associate professor of pathology and immunology at Stanford University. He’s co-director of the Parker Institute for Cancer Immunotherapy Center at Stanford Medicine, and the co-founder of several startup companies. These include Cartography Biosciences (a cancer drug developer), Santa Ana Bio (a developer of precision autoimmune therapies) and Immunai, which maps the immune system to guide drug discovery. 

Ansu Satpathy, associate professor, Stanford University; co-director, Parker Institute for Cancer Immunotherapy at Stanford Medicine

Ansu’s work focuses on using the new tools of biology – ones that gather genomic, proteomic, metabolomic and other comprehensive datasets – down to the level of single immune cells and cancer cells.

He is one of the people using the tools to probe in ever-greater levels of detail, what’s happening in healthy states, diseased states, and what happens at the molecular level before and after patients get experimental treatments.

Scientists in Ansu’s orbit are seeing things that scientists haven’t been able to see before. It’s throwing off all kinds of promising ideas and discoveries. It’s heady stuff.

Before we get started, a word from the sponsor of The Long Run.

 

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Lastly, planning is underway for the next big Timmerman Traverse for Damon Runyon Cancer Research Foundation. It will be Aug. 2-5 in the High Sierras of Northern California. Join me for a pair of back-to-back day hikes that will deliver spectacular views of peaks in the 13,000-14,000-foot range. If you are physically fit, enjoy the outdoors, and are able to raise significant money for cancer research – ask me for an invitation. luke@timmermanreport.com.

Now, please enjoy this conversation with Ansu Satpathy on The Long Run.

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