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12
Mar
2020

COVID-19: Collective Problem-Solving Time

The alarm bells have been ringing for weeks. Stunningly, millions of people in the US weren’t listening, or didn’t want to listen. We have wasted precious time in defending ourselves against the coronavirus pandemic. The horrible news from Italy is slowly starting to sink in for us in the US, and other parts of the world. Sports cancellations, a prime-time...
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9
Mar
2020

Our Tightly Networked World: Blessing and Curse

Technology has been hailed for its ability to connect us; we’ve tended to view this is a positive development, but as rare, high-impact events like the coronavirus epidemic reminds us, a densely-networked world may also be more fragile. The mixed blessing of interconnectivity was acknowledged back in 2005 by New York Times columnist Thomas Friedman, who observed: “…we are now...
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9
Mar
2020

Living Life Fully with Stage 4 Lung Cancer: Isabella de le Houssaye on The Long Run

Today’s guest on The Long Run is Isabella de la Houssaye. Isabella is a former attorney on Wall Street, a mother of five kids, and a terrific endurance athlete. She’s run marathons around the country, ultramarathons, and even completed an Ironman triathlon. She’s also a Stage 4 lung cancer patient. She owes her life, and her vitality, to some extraordinary...
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5
Mar
2020

COVID-19 Spreads in Seattle, Gilead’s $4.9B Cancer Bet, & Thermo Grabs Qiagen

Everywhere I look — to the North, South, East and West of my home office in Seattle — there are confirmed cases of Covid-19. It’s one thing to read about a distant outbreak and intellectually understand the pandemic math, the morbidity and mortality rates, and responsible steps for containment and mitigation. It’s another thing to live in the middle of...
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2
Mar
2020

Reconceiving the Value of Curative Therapies

I recently listened to Luke Timmerman’s excellent interview, Facing Up to a Political Crisis: BIO Chair Jeremy Levin on The Long Run. Levin spoke extensively about the existing crisis that the biotechnology industry is facing as a result of the public’s loss of trust in the industry. His solution: companies need to focus on two core principles: innovation and getting...
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27
Feb
2020

Gilead, Moderna Rise to the Occasion, Esperion Goes Back-to-Back, & Sangamo’s Big Neurology Deal

This week’s Frontpoints is a compilation of two weeks of deals, financings, and personnel moves. To synthesize the main events of this eventful stretch, subscribers to Timmerman Report may read on. Coronavirus Thoughts If we learn one big lesson from this public health crisis, it should be that we need to continue to invest in our public agencies dedicated to...
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18
Feb
2020

Techlash Offers Health And Tech Opportunity To Reset Relationship, Rediscover Mutual Respect

Technology companies are experiencing a staggering reversal of reputational (though not financial) fortune; their stature seems reduced with each successive news cycle.  Gone is the halo many tech companies once enjoyed. The implicit (and often explicit) assumption that tech innovation inevitably makes the world a better place has been replaced by real concerns that the picture may be far more...
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11
Feb
2020

The Cell Therapy Puzzle: Jane Grogan on The Long Run

Today’s guest on The Long Run is Jane Grogan. Jane is the chief scientific officer of South San Francisco-based Arsenal Bio. Like the name suggests, Arsenal is pulling together a stockpile of potent tools of modern biology. As the company describes itself: Arsenal will integrate technologies such as CRISPR-based genome engineering, scaled and high throughput target identification, synthetic biology, and...
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27
Jan
2020

Scientists at the Movies: Relay Therapeutics CEO Sanjiv Patel on The Long Run

Today’s guest on The Long Run is Sanjiv Patel. Sanjiv is the CEO of Cambridge, Mass.-based Relay Therapeutics. Relay is among a new crop of drug discovery companies driven by advances in computational chemistry. What does that mean? As I wrote in Timmerman Report a little over a year ago: “The basic concept is all about starting with high-quality crystallography...
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