26
May
2024
The Tao of Drucker: Lessons For Drug Developers from GLP-1
The two broad categories of medical discovery that command the most attention are insights resulting from rare, informative genetic conditions (see here) and advances resulting from fortuitous observations. A canonical example of the value of extreme genetic phenotypes is the patient with familial hypercholesterolemia who inspired Brown and Goldstein’s scientific pursuit of cholesterol metabolism and led to the statins. Similarly,... Read More
23
May
2024
Biogen Buys HI-Bio, Endeavor Reverses Lung Scarring, & Pfizer’s Latest Cuts
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22
May
2024
SixPeaks Snags $110M from Versant, AZ for Drugs to Preserve Muscle and Shed Fat
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20
May
2024
SynBio and AI for Discovery: David Younger and Randolph Lopez on The Long Run
Today’s guests on The Long Run are the co-founders of Seattle-based A-Alpha Bio — David Younger and Randolph Lopez. David is the CEO and Randolph is the chief technology officer. The company was founded in 2017 as a spinout from the University of Washington’s Institute for Protein Design. The company has built a platform for doing high-volume synthetic biology to... Read More
20
May
2024
Timmerman Traverse Eclipses $10M for Cancer, Poverty, and Sickle Cell Disease
The Timmerman Traverse campaigns have now catalyzed the biotech community to give back more than $10 million to tackle cancer, poverty, and sickle cell disease. It’s a moment to celebrate. These biotech community drives have succeeded beyond my wildest dreams. They’ve raised awareness, corralled funds, and stitched together a network of meaningful relationships. More than 120 people have become... Read More
17
May
2024
Maze Bounces Back, TSLP Investment Surges, & Biosecure Breather
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13
May
2024
Here’s The Skinny on Four New GLP-1 Podcasts
GLP-1 medicines are obviously having a real moment – medically and culturally. These once-weekly injectables, which reduce appetite and result in significant, long-lasting (so long as you’re taking them…) weight loss, have been demonstrated to have a number of important health benefits beyond simply shedding pounds. In March, Novo Nordisk’s semaglutide (Wegovy) was approved by the FDA for its ability... Read More
9
May
2024
AlphaFold3 Dazzles, a Gene Therapy for Deafness, & Pfizer’s New Strategist
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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
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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
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2
May
2024
Delphia Raises $67M to Nudge Cancer Cells Beyond the Red Line
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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
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18
Apr
2024
WuXi Feels Heat, Cerevel Hits Parkinson’s Goal & More GLP-1 Good News
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18
Apr
2024
Metsera Secures $290M to Follow Fast in Obesity Drug R&D
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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