11
Dec
2025
5AM, OrbiMed Join $70M Bet on Prolynx Long-Lasting GLP-1 Weight Loss Medicines
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
Dec
2025
To Improve Health, Design for Agency
Agency — the conviction I can shape my future — is a vital driver of human health and human potential. It is also the factor overlooked by most digital health platforms. University of Pennsylvania psychologist Martin Seligman, who has spent decades studying this, says agency boils down to the belief “I can make a positive difference in the world.” People... Read More
10
Dec
2025
PsiThera Gets $47.5M To Make Small Molecules Against TNF Superfamily
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
Dec
2025
FDA Turmoil Continues
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.
28
Nov
2025
A New Book on GLP-1’s Contested Scientific Roots and Complex Cultural Impact — Plus Further Reading
In this weekend’s Wall Street Journal, I review Off the Scales, a fascinating new book by Reuters journalist Aimee Donnellan about the discovery and development of GLP-1 agonists and their impact on medicine, culture, and society. The review, aimed at a generalist audience, focuses mostly on the societal and cultural implications, but TR readers may be especially interested in the... Read More
25
Nov
2025
London Life Sciences Week Shows UK Biotech is Open and Thriving
London has always been multicultural, multidisciplinary, and in constant motion. It is a global mosaic where academia, entrepreneurship, finance, policy, and creative arts intersect with ease. That character was evident during London Life Sciences Week, which has grown far beyond its origins around the Jefferies London Healthcare Conference. What began as a finance event has become something broader and more... Read More
24
Nov
2025
Recommended Podcasts (and A Few Books), 2025 Year-End Edition
It’s time for my annual feature: recommended podcasts (and a few books) for TR readers to consider. As usual, these suggestions generally steer clear of politics; they also aren’t the only podcasts I listen to, but they’re the ones I’m least likely to skip. Biotech and Health Care Of course, everyone in biotech should listen to Luke’s interview series, The... Read More
22
Nov
2025
Why Patients – And Many Innovative Doctors – Are Pursuing Health Outside the System
Our current system of delivering care is awful from the perspective of seemingly every stakeholder. It frustrates, enrages, saddens, and depletes patients and physicians alike. No one designed it this way. It evolved through a series of choices and contingencies that perhaps made sense at the time but now seem to have led us down an evolutionary dead end. While... Read More
20
Nov
2025
Merck Buys Cidara, Abbott Acquires Exact, & Function Flies
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
Nov
2025
Building a Rare Disease Company: Neil Kumar on The Long Run
Neil Kumar is today’s guest on The Long Run. Neil is the founder and CEO of Palo Alto, Calif.-based BridgeBio Pharma. BridgeBio got started a little more than 10 years ago with an idea of creating what it calls a “hub and spoke” business model for rare disease drug development. The hope was to find opportunities that were biologically compelling,... Read More
17
Nov
2025
The Dark Side of the GLP-1 Weight Loss Drugs: Eating Disorders
There has been much fanfare about the acquisition by Pfizer of Metsera, the developer of injectable and oral GLP-1 agonists and other peptides for the treatment of obesity. The $10 billion price tag, the bidding war with Novo Nordisk, the lawsuits, it all made for high drama. It was a moment of vindication for biotechs that have struggled for years... Read More
17
Nov
2025
Seattle’s AI-Biotech Leaders See Hype, Hope, and Hard Problems
AI is reshaping the foundations of biotechnology, but progress isn’t uniform. While some breakthroughs such as generative protein design models and AI-based target identification are transforming drug discovery, others are overhyped or held back by stubborn infrastructure and data barriers. At last month’s AI Leadership Summit in Seattle, co-hosted by Life Science Washington and Madrona, a group of founders, CEOs,... Read More
13
Nov
2025
Pfizer Grabs Metsera, Merck Delivers Oral PCSK9, & Kura Wins 1st FDA OK
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.
13
Nov
2025
Gate Bioscience Secures $65M To Turn Off Disease Proteins at the Source
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
Nov
2025
Reinventing Drug Discovery with AI: Marc Tessier-Lavigne on The Long Run
Marc Tessier-Lavigne is today’s guest on The Long Run. Marc is the chairman and CEO of South San Francisco-based Xaira Therapeutics. Xaira is using computers to design protein drugs from scratch, building on work from co-founder David Baker’s lab at the University of Washington. Designing protein drugs on computers with ideal properties is a plenty big idea that won Baker... Read More
6
Nov
2025
Novo-Pfizer Bidding War, BillionToOne IPO, & FDA Turmoil
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.
3
Nov
2025
China Learned from Us — and We Can Learn from Them
Over the last decade, China-based biotech companies learned from the best —us. They studied how the US biotech ecosystem was built: a fusion of basic science, venture capital, and entrepreneurial risk-taking. They learned how our scientists turned NIH-funded discoveries into startups, how our venture model backed innovation years before potential profit, and how collaboration between academia, biotech, and pharma fueled... Read More
3
Nov
2025
Manifold Bio Pockets $55M from Roche for Blood-Brain Barrier Shuttles
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.
30
Oct
2025
Novartis Acquires Avidity for $12B, Novo Stiff-Arms Pfizer & Intellia Woes
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.
30
Oct
2025
The Outsized Significance of A New Study of AI in Diabetes Prevention
A lifestyle intervention delivered by AI was found to be as effective as validated traditional interventions delivered by trained experts in a carefully conducted implementation study conducted by Johns Hopkins researchers and just published in JAMA. These results have broad significance and speak to the promise of AI to deliver promising behavior-change interventions at unprecedented scale. Context: The DPP The... Read More



