5
Mar
2026
Candid Goes Public, Uniqure’s FDA Dispute, & Moderna’s Big Legal Bill
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4
Mar
2026
Biotech’s Deep Pool of Midsized Companies
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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 was on The Long Run five years ago, in November 2021. At that time, he was CEO of San Diego-based... Read More
27
Feb
2026
Agency: The Motivational Currency of Health
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).... Read More
26
Feb
2026
Gilead Acquires Arcellx, Alkermes Passes the Torch, Beam Borrows Big
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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... Read More
19
Feb
2026
FDA Flip-Flops on Flu Vaccine, Compass Passes Phase 3, & J&J Bets on Pennsylvania
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.
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... Read More
9
Feb
2026
Hike the High Sierras for Damon Runyon Cancer Research
Please join me for a spectacular outdoor experience. It’s the next Timmerman Traverse for Damon Runyon Cancer Research Foundation. This year it will be in the Evolution Range of California’s High Sierras. We will do an extraordinary pair of back-to-back day hikes. We will test our endurance on high-altitude trails, reaching peaks above 13,000 feet. We’ll marvel at breathtaking views... Read More
9
Feb
2026
Gear Check: Timmerman Traverse for Damon Runyon Heads to Kilimanjaro
Gear check is when it starts getting fun and getting real. Our team of 21 hikers has arrived in Tanzania and gotten all our gear sorted. We’ll start the trek on Kilimanjaro Feb. 10. Then we spend the next seven days together on the trails to the top of the highest peak in Africa, elevation 19,341 feet / 5,895 meters.... Read More
8
Feb
2026
Can We Ride the GenAI Wave Without Getting Subsumed by It?
“There are decades where nothing happens; and there are weeks where decades happen,” said Lenin, probably never. It’s also a remarkably apt characterization of the last year in generative AI (genAI) — the last week in particular — which has seen the AI landscape shift so dramatically that even skeptics are now updating their priors in a more bullish direction.... Read More
5
Feb
2026
Eikon Goes Public, Generate Biomedicines Teed Up, & Sante Reloads
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4
Feb
2026
The Problem with Platform Companies
I should start by saying that I am currently the CEO of a platform company. (We’re not talking publicly about what we’re doing yet.) Yes, I recognize the contradiction between the headline of this piece and my own career choice. No, I don’t like calling it a platform company—even if that’s what it is. There are a few different species... Read More
29
Jan
2026
Eikon IPO on Deck, Biomarin Borrows Big, & Halozyme Rolls with the Surf
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26
Jan
2026
Time Traps That Slow Down Small Teams
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25
Jan
2026
Science and Industry Need to Push Back Hard
The days of strongly worded letters, statements to the press, white papers, and op-eds are over. The people dismantling science are coming at all we care about with a pliers and a blowtorch. If I have learned anything in the past year as founder of Stand Up for Science, it is that most of the people who value science and... Read More
22
Jan
2026
GSK Scoops Up RAPT, Genentech Bets on NC, & Relief for American Science
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22
Jan
2026
Helping People Lose Weight and Live Healthy: Ron Renaud on The Long Run
Ron Renaud is today’s guest on The Long Run. He is the CEO of Waltham, Mass.-based Kailera Therapeutics. Kailera is pursuing what could be the biggest opportunity in pharmaceutical industry history. It’s developing a portfolio of GLP-1-based drugs for obesity. Drugs in this category have been around a long time for treatment of Type 2 diabetes, but over the last... Read More
15
Jan
2026
Novo Rolls Out Wegovy Pill, Lilly Acquires Ventyx NLRP3, and Aktis Breaks IPO Ice
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.
12
Jan
2026
Sovereign Risk: The Geopolitical Price of Outsourcing the Biotech Engine
On the surface, delegates at this year’s JP Morgan Healthcare Conference have reason to be pleased. The Nasdaq Biotech Index was up 30% last year. After years of public market woes, it looks like there is light at the end of the tunnel. Some structural issues still exist – 10 years to get a molecule to clinic, regulators that need... Read More