11
Jul
2026
Useful Fictions or Distorting Frames? How Models Shape Drug R&D
We rely on models — deliberate simplifications — to navigate, make sense of, and engage productively with an ever-more complicated world. Patients understand their illnesses through what Dr. Arthur Kleinman called “explanatory models.” Physicians use models such as the pathophysiologic model or the biopsychosocial model to integrate their patients’ symptoms and fashion treatments. Biopharma R&D would be impossible without models... Read More
30
Jun
2026
Precision Cancer Drugs and Combos: Troy Wilson on The Long Run
Troy Wilson is today’s guest on The Long Run. Troy is the co-founder and CEO of San Diego-based Kura Oncology. The company, founded in 2014, has gone all the way through R&D to develop its own novel cancer drug. It’s called ziftomenib (brand name Komzifti). It’s an oral pill that inhibits a target called menin. Ziftomenib was approved by the... Read More
29
Jun
2026
The Rise, Fall, and Rise (and Fall…?) of Cell and Gene Therapy
More than $14 billion in announced acquisition value has flowed into in vivo cell therapy companies over the last 18 months. Lilly acquired Kelonia, AbbVie bought Capstan, BMS acquired Orbital, and AstraZeneca bought EsoBiotec, to name a few. These acquisitions demonstrate that we’re getting closer to the day when single injections that reprogram cells can fight disease without complex shipping logistics,... Read More
25
Jun
2026
AbbVie Acquires Apogee, FDA Changes Tune on RegenxBio, & Merck Seizes TL1A Lead
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24
Jun
2026
Ollin Advances with $330M to Challenge Roche in DME & Wet AMD
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18
Jun
2026
Kardigan Continues IPO Trend & FDA Reconsiders UniQure and Moderna
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16
Jun
2026
Small Molecules To Correct Disease: Sri Kosuri on The Long Run
Sri Kosuri is today’s guest on The Long Run. Sri is the co-founder and CEO of Emeryville, California-based Octant Bio. The company is developing oral small molecule drugs that are designed to correct protein misfolding and mistrafficking. Quite a few rare diseases, cancers, and metabolic disorders are thought to be amenable to this strategy. Octant’s work starts with a platform... Read More
11
Jun
2026
Parabilis IPO Pops, J&J Buys More Degraders, & GSK’s Precision Oncology Bet
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8
Jun
2026
City Therapeutics Pockets $99.5M, Advances RNAi Candidates to the Clinic
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6
Jun
2026
Wellness Tech: Don’t Use as Directed
The Great Technology Plan for Wellness, to simplify only slightly, envisions a path to health that runs through data: collect more (through wearables and blood tests), analyze with AI, and deliver personalized coaching that improves as the data grow and the models sharpen. It sounds sensible, and one day it may even deliver — I’m long-term optimistic. But today it... Read More
4
Jun
2026
RevMed’s Moment in the Sun, In Vivo CAR-Ts Shine & NewLimit’s Healthspan Haul
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3
Jun
2026
Beyond Language: Why Drug Discovery Needs a Different Kind of AI
In wet labs and dry labs, investor meetings, and medical conferences, it’s impossible to avoid discussions about how AI is transforming the way medicines are discovered. It is and it isn’t. This “AI in drug discovery” dogma gets something wrong. It assumes that “AI in drug discovery” is one thing. It is not. It’s true that AI systems help drug... Read More
2
Jun
2026
Reimagining Science for the AI Era: Becky Pferdehirt on The Long Run
Becky Pferdehirt is today’s guest on The Long Run. Becky is the CEO of Radial, the Emeryville, CA-based life sciences division of the Astera Institute. The nonprofit made news in March when it committed $500 million to Radial with a mission to reimagine data generation, sharing, infrastructure and tools necessary to create the best conditions for AI to help solve... Read More
28
May
2026
Vaccines Get a Boost, Apogee Hunts Down Dupixent, GSK Raises the Bar in HepB
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24
May
2026
Summer Content Recommendations
Back by popular demand – my highly curated list of summer content recommendations for TR readers. Books Inside the Box – David Epstein By now, you’ve read, or should have read Range, David Epstein’s previous book and his paean to generalists (my reflections here). Now, he introduces us to an intriguing paradox – the unexpected power of constraints to inspire... Read More
21
May
2026
Lilly’s Triple-G Delivers, Parabilis Eyes IPO, & Regeneron’s LAG-3 Whiff
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19
May
2026
Biotech in the Balance: Saving a Strategic Industry. Jeremy Levin on The Long Run
Jeremy Levin is today’s guest on The Long Run. He is the executive chairman and founder of New York-based Ovid Therapeutics. He’s also a board member of the Biotechnology Innovation Organization, and a past chairman of the BIO board of directors. Jeremy has a new book out today, called “Biotech in the Balance: Saving a Strategic Industry in an Age... Read More
16
May
2026
Can AI-Powered Consumer Health Break Medicine’s Destructive Spiral?
This week’s Duke-Margolis Health Policy Conference (video here) left me feeling there’s a remarkable opportunity to leverage technology to dramatically improve healthcare — and there’s almost no chance of it happening within the current healthcare system. A number of speakers (including UCSF’s Bob Wachter, my WSJ review of his recent book here) were genuinely enthusiastic about the transformative possibility of... Read More
14
May
2026
FDA Boss Pushed Out, BMS Bets on China & Isomorphic’s Megaround
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9
May
2026
AI in Practice
AI is here – everywhere it seems. How are we doing on translating this extraordinary promise into palpable value? Organizations As utopian AI “Accelerationists” have battled catastrophizing “Doomers” over competing visions of which eschaton is likely to be immanentized, a less visible but perhaps more consequential constituency has quietly focused on applying the still-evolving technology to the intractable problems of... Read More