8
May
2024
Enduring Uncertainty, Hoping for Luck, Touched by Magic
A main theme of this column – perhaps even the dominant theme – is how to operate in a power-law domain like drug development where there are few, outsized successes, where most efforts end in failure, and where it’s incredibly difficult to predict in advance how you are likely to fare. Earlier this week, I discussed the parallels between film... Read More
8
May
2024
Reinventing ‘Old’ Drugs for New Uses With AI
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
4
May
2024
Success in Film and Pharma: Contingent But Not Random
Film and pharma, like many creative endeavors, exist in a world of power law economics, where a handful of exceptionally successful products account for a massively disproportionate share of the total revenue. Consequently, in both domains, there’s a powerful incentive to “pick winners.” Every studio head and every R&D leader tries desperately to do this. But there’s a problem: as... Read More
2
May
2024
Novartis Doubles Down on Radiopharma, Activation Lethality and FTC Nastygrams
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
2
May
2024
Delphia Raises $67M to Nudge Cancer Cells Beyond the Red Line
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
1
May
2024
Investing in Biotech & Healthcare Delivery: Vineeta Agarwala on The Long Run
Today’s guest on The Long Run is Vineeta Agarwala. Vineeta is a general partner with Andreesen Horowitz’s Bio & Health fund. She invests in a variety of therapeutics and diagnostics startups. Gate Bioscience, Rome Therapeutics, Rezo Therapeutics, Bighat Bioscience, Function Oncology, and Orbital Therapeutics are a few examples. She also is a physician by training, still sees patients once a... Read More
25
Apr
2024
Day One’s Home Run, Big Pharma’s Missed Opportunity, and Tessier-Lavigne Rides Again
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
18
Apr
2024
WuXi Feels Heat, Cerevel Hits Parkinson’s Goal & More GLP-1 Good News
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
18
Apr
2024
Metsera Secures $290M to Follow Fast in Obesity Drug R&D
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
16
Apr
2024
New Tools & Techniques for Biology: David Liu on The Long Run
Today’s guest on The Long Run is David Liu. David is a professor of chemistry and chemical biology at Harvard University, and a core institute member at the Broad Institute of Harvard and MIT. In biotech industry world, he’s a founder or co-founder of a long list of companies, including Beam Therapeutics, Prime Medicine, Editas Medicine, Chroma Medicine, and Exo... Read More
11
Apr
2024
Vertex Antes for Alpine, Regeneron Faces DOJ Scrutiny, & the Illumina Shakeup
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
10
Apr
2024
Meet the Timmerman Traverse for Sickle Forward Team
I’m thrilled to announce a new initiative to raise $1 million to fight sickle cell disease. It’s the Timmerman Traverse for Sickle Forward. A team of 21 biotech leaders are banding together for Sickle Forward in 2024. It’s a nonprofit dedicated to improving newborn screening and treatment of sickle cell disease in Africa. When we hit that goal, we will... Read More
8
Apr
2024
Meet the Timmerman Traverse for Life Science Cares 2024 Team
The Timmerman Traverse for Life Science Cares is back for a $1 million mission to fight poverty in 2024. This year’s team is coming together in common cause. We will bond together on a pair of spectacular hikes in the Pacific Northwest. We will cover 20 miles of trails, with more than 7,000 feet of elevation gain, over two days... Read More
4
Apr
2024
A ProfoundBio Windfall, Amylyx Yanks Failed ALS Drug, & Verve’s Rough Patch
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
4
Apr
2024
How CymaBay Survived a Safety Scare
In November 2019, Sujal Shah was the CEO of a public company with two promising late-stage clinical trials underway. The company was worth more than $900 million. A couple months later, he found himself cornered in a parking lot by an activist investor—one of a handful pressuring him to shut down and liquidate his company CymaBay Therapeutics. “I can smile... Read More
1
Apr
2024
Can Bayer CEO Liberate Pharma From Stultifying Bureaucracy?
Pharma colleagues: does this complaint sound familiar? This company is too bloated. It’s too slow. We have all these layers and layers of bosses where leaders at the top would decide on the strategy, and then it would just trickle down to the people who actually did a lot of the day-to-day work…. I am 10 layers below the CEO... Read More
28
Mar
2024
Boundless’ IPO, Merck’s Acceleron Win, & Moderna’s $750M Flu Vaccine Boost
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
21
Mar
2024
Megarounds Return, AZ Buys a Radiopharma Player, & Lonza’s California Dream
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
20
Mar
2024
Clasp, Backed by Catalio, Third Rock & Novo, Gets $150M for Specific T-cell Engagers
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.
14
Mar
2024
Madrigal’s Historic First for MASH, IFM’s Hat Trick, & BIO on Election Defense
Please subscribe and tell your friends why it’s worthwhile. Quality journalism costs money. When you subscribe to Timmerman Report at $199 per year, you reward quality independent biotech reporting, and encourage more. Subscribe Now Sign in to your account.