18
Jun
2020
Merck Wins 2 Big Approvals, a Surprise from Old ‘Dex,’ and a Digital Therapeutics First
For 40 days, the numbers on new COVID-19 cases have been traversing along a flat, steady ridgeline. Now it is back on the ascent. The President may wish to do less testing to make it appear as though case numbers are coming down. But that won’t make the SARS-CoV-2 virus go away. The 7-day moving average shows new cases are... Read More
16
Jun
2020
A Busy IPO Calendar: Forma, Repare, Progenity, Genetron
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13
Jun
2020
A Conversation About Race: Ted Love on The Long Run
Today’s guest on The Long Run is Ted Love. Ted is the president and CEO of Global Blood Therapeutics, or GBT for short. The company is based in South San Francisco. GBT is focused on sickle cell disease. Sickle cell disease affects about 100,000 people in the US, the vast majority of whom are black. About 20 million are thought... Read More
11
Jun
2020
Inconvenient Truths and Rays of Light
The information world that we built sometimes has a way of distracting us. It downplays and marginalizes what’s important. Not this week. Let’s start with a few timely, inconvenient truths. As of this writing on June 11: The US has 113,865 dead from COVID-19 and counting. 2 million+ confirmed cases. 20,000 new cases adding up every day. 21 states are... Read More
10
Jun
2020
Fighting COVID-19 & Racism: Andy Plump on The Long Run
Today’s guest on The Long Run is Andrew Plump. Andy is the president of research and development, and a member of the board of directors, at Takeda Pharmaceutical. Takeda doesn’t get a lot of attention in the US, but it’s one of the world’s biggest pharmaceutical companies by revenue, ranking a little behind AbbVie and a little ahead of Bristol-Myers... Read More
4
Jun
2020
Anger, Pain, and Hope
The emotions this week were especially intense. Anger. Fear. Despair. But there was also hope. That gets me up in the morning. In this slice of America, the biotech industry, many people are mission-driven. People in this industry work every day to improve the human condition by making better medicines. Not everyone feels the full weight, but many in this... Read More
28
May
2020
The Infodemic Summer
The US death toll from COVID-19 exceeded 100,000 this week. Another 40 million people are unemployed. We’ve been on this terrible trajectory for what seems like forever, with 20,000 new cases a day and 1,500 or so deaths every day. The New York Times lists 18 states where new cases are increasing and 19 states where cases are decreasing. Memorial... Read More
26
May
2020
Finding a Path in Biotech Venture Capital: Nina Kjellson on The Long Run
Today’s guest on The Long Run is Nina Kjellson. Nina is a general partner with Canaan Partners on the West Coast. Her investing style leans toward high science, which you can see in portfolio companies like PACT Pharma, a company developing neoantigen targeted T cell therapies for cancer, Tizona Therapeutics, a targeted antibody developer for cancer, and Vineti, a software... Read More
21
May
2020
A Glimmer of Hope, and a Premature Celebration
We all woke up Monday morning and saw an encouraging headline. Then things started to go downhill. To recap, Moderna, the Cambridge, Mass.-based messenger RNA therapeutics and vaccines company, provided a snapshot of preliminary data from its Phase I trial of a SARS-CoV-2 vaccine candidate, being tested in collaboration with Tony Fauci’s crew at the National Institute of Allergy and... Read More
21
May
2020
Day One, Taking a Page from Rare Disease Playbook, Raises $60M for Kids With Cancer
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14
May
2020
Meet My Friend Who Supported Trump in 2016
[This week, I’m re-publishing this column written Nov. 9, 2016. It’s probably more important to read now.—Luke] I’ve been dreading this moment since June. That’s when I started telling people: Trump was going to win. I could feel it in my bones, because of where I’m from. We’ve heard enough by now that the elites have let us down. The... Read More
13
May
2020
Coronavirus Vaccine Strategy: Larry Corey on The Long Run
Today’s guest on The Long Run is Larry Corey. Larry is one of the nation’s best-known virologists and vaccine developers. Much of his research over the years has been on HIV, herpes simplex viruses, and viruses associated with cancer. He’s the founding director and principal investigator of the HIV Vaccine Trials Network – a collaborative group to study vaccine candidates... Read More
11
May
2020
Science in Plain English for the Pandemic
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $169 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
7
May
2020
Keeping the Faith and Bracing for the Long Slog
We’re suffering from a social disease. It ranks up there with COVID-19. It’s boundless cynicism. We need to tamp this down. Just like we need to wrestle the new coronavirus to the ground. I’m not willing to accept “shit happens” as the national motto. This is a country of can-do problem-solvers. We can do so much better. You can see... Read More
1
May
2020
A Time for Empathy
This is a fragile moment. It’s May 1. Some of us have been in social isolation for two solid months. Everyone’s at some point on the continuum of stir crazy. More than 30 million people are out of work. Tempers are flaring. Protestors are carrying guns. It’s obvious we can’t sustain a maximalist social-distancing policy much longer. Today, we have... Read More
30
Apr
2020
Real-Time Tracking of Viral Outbreaks: Emma Hodcroft on The Long Run
Today’s guest on The Long Run is Emma Hodcroft. Emma is a molecular epidemiologist at the University of Basel, and the co-developer of Nextstrain. NextStrain is the open-source toolkit built for real-time tracking of viral outbreaks. In the early days, teams led by Trevor Bedford at Fred Hutch and Richard Neher in Basel used it to track viral evolution of... Read More
24
Apr
2020
A Sad Week of Reckless Leadership
The first US death from COVID-19 was reported on Feb. 29. Today, Apr. 24, the US death toll exceeds 50,000. That’s more than Italy and Spain combined. Even though we had early warning. It’s tragic. There’s also a reason why the death toll hasn’t been higher. It’s because of large-scale physical distancing in this expansive country of 330 million people.... Read More
17
Apr
2020
Hunting for Antibodies Against COVID19: George Scangos on The Long Run
Today’s guest on The Long Run is George Scangos. George is the CEO of San Francisco-based VIR Biotechnology. VIR has been all over the news the past couple months. It’s at the forefront of companies racing to discover and develop broadly neutralizing antibodies against the SARS-CoV-2 virus that’s sparked a global pandemic. VIR was founded in early 2017 by some... Read More
9
Apr
2020
GSK Partners With Vir on Antibodies, Pfizer With BioNTech on Vaccines, & the Testing Fiasco Continues
Here we are heading into Easter Weekend. We’re the wealthiest country in the world, and the undisputed superpower of biomedicine. Yet we’re still playing a game of catch up against SARS-CoV-2, which apparently our intelligence community knew was emerging around Thanksgiving. Even after months to get our act together, we still don’t have a coordinated national strategy on exactly how... Read More
4
Apr
2020
Diagnostic Dysfunction for COVID19: Mike Pellini on The Long Run
Today’s guest on The Long Run is Mike Pellini. Mike is a managing partner with Section32, a venture firm that invests in biotech startups. Mike is an expert in diagnostics. He was previously the CEO of Foundation Medicine, a company that looks at a wide range of gene mutations in tumor samples to can act as molecular drivers of cancer.... Read More