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11
Jun
2020

Inconvenient Truths and Rays of Light

The information world that we built sometimes has a way of distracting us. It downplays and marginalizes what’s important. Not this week. Let’s start with a few timely, inconvenient truths. As of this writing on June 11: The US has 113,865 dead from COVID-19 and counting. 2 million+ confirmed cases. 20,000 new cases adding up every day. 21 states are...
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10
Jun
2020

Fighting COVID-19 & Racism: Andy Plump on The Long Run

Today’s guest on The Long Run is Andrew Plump. Andy is the president of research and development, and a member of the board of directors, at Takeda Pharmaceutical. Takeda doesn’t get a lot of attention in the US, but it’s one of the world’s biggest pharmaceutical companies by revenue, ranking a little behind AbbVie and a little ahead of Bristol-Myers...
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10
Jun
2020

Making Drugs at the Edge of Reason

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10
Jun
2020

Let’s Turn the Black Nod Into a Collective Nod

I first met Ken Frazier, the CEO of Merck, at the JP Morgan Healthcare Conference in San Francisco in January 2018. It was my second year as an operator in biotech. I was still getting familiar with the whole bewildering experience of JPM. I was trained as a cancer immunologist at Dartmouth, did a stint in life sci strategy consulting,...
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5
Jun
2020

Tech Integration Into Pharma: A Report From The Front Line

Most biopharma companies can talk at some length about embracing data science, and sometimes it’s hard to get beneath the surface of what they’re doing, at least publicly. But it was my privilege recently to frame and moderate a very insightful recent conversation – recorded for on-demand viewing at this year’s virtual BIO 2020 conference. This provided an unusual opportunity...
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4
Jun
2020

Anger, Pain, and Hope

The emotions this week were especially intense. Anger. Fear. Despair. But there was also hope. That gets me up in the morning. In this slice of America, the biotech industry, many people are mission-driven. People in this industry work every day to improve the human condition by making better medicines. Not everyone feels the full weight, but many in this...
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2
Jun
2020

Digital Natives and Skilled Operators: Weaving Data Science Into Pharma R&D

An abiding challenge at the intersection of technology and pharma R&D is the need to bring together two historically disparate cultures.  Tech companies tend to be led by engineers. Pharma R&D is generally run by chemists and biologists in the early stages, and by physicians further on in development. Each of these domains has its own distinct language, culture and...
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28
May
2020

The Infodemic Summer

The US death toll from COVID-19 exceeded 100,000 this week. Another 40 million people are unemployed.  We’ve been on this terrible trajectory for what seems like forever, with 20,000 new cases a day and 1,500 or so deaths every day. The New York Times lists 18 states where new cases are increasing and 19 states where cases are decreasing. Memorial...
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26
May
2020

Finding a Path in Biotech Venture Capital: Nina Kjellson on The Long Run

Today’s guest on The Long Run is Nina Kjellson. Nina is a general partner with Canaan Partners on the West Coast. Her investing style leans toward high science, which you can see in portfolio companies like PACT Pharma, a company developing neoantigen targeted T cell therapies for cancer, Tizona Therapeutics, a targeted antibody developer for cancer, and Vineti, a software...
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26
May
2020

Miscommunications, Misapplied Policy & Misunderstood Liberty: Why the US Pandemic Response is in Trouble

On April 17 — seemingly a long time ago — I wrote about what steps would have to be taken in order to (cautiously) “reopen” US states from their various lock-downs and stay-at-home advisories. The piece tried to focus on the “how”, versus the “when”. By the early days of May, most states had begun re-opening, and now all 50...
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21
May
2020

A Glimmer of Hope, and a Premature Celebration

We all woke up Monday morning and saw an encouraging headline. Then things started to go downhill. To recap, Moderna, the Cambridge, Mass.-based messenger RNA therapeutics and vaccines company, provided a snapshot of preliminary data from its Phase I trial of a SARS-CoV-2 vaccine candidate, being tested in collaboration with Tony Fauci’s crew at the National Institute of Allergy and...
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