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
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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
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13
Nov
2025
Gate Bioscience Secures $65M To Turn Off Disease Proteins at the Source
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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
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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
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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
28
Oct
2025
Innate Immune System Activators for Cancer: Art Krieg on The Long Run
Art Krieg is today’s guest on The Long Run. Art is the founder and CEO of a Cambridge, Mass.-based startup called Zola Therapeutics. Zola is developing an oligonucleotide drug candidate to activate a family of Toll-like receptors known as TLR7 TLR8 and TLR9. Activating these receptors is thought to spur the innate immune system to attack cancer cells. Art designed... Read More
27
Oct
2025
Report from China: Setting Sight on New Modalities and Global Markets
Chinese biotechs opened 2025 with a bang at JPM week, and the momentum has continued. Much of the conversation early this year was about how the US could rise to the challenge, and hold onto its historic position as the world leader in biotech innovation (see my Jan. 8, 2025 editorial in TR). The evidence of a China biotech renaissance... Read More
24
Oct
2025
The Biology of Belonging: Social Connection Meets Geroscience
Digital health, fitness, and longevity platforms have focused on the constant measurement and relentless optimization of biometric parameters, an often-valuable effort but one that has systematically left behind vital components of health and flourishing – such as social connection — that are more difficult to measure. The Health Value of Social Connection Robust longitudinal studies, including the Harvard Study of... Read More
23
Oct
2025
Takeda Bets on Innovent, NewLimit Lures Lilly, & Merck Makes in America
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16
Oct
2025
Novo Buys Akero, BMS Bets on Orbital In Vivo CAR-T, & a Biotech Industry Nobel
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.
14
Oct
2025
Creating a New Class of Medicines: Eric Fischer on The Long Run
Today’s guest on The Long Run is Eric Fischer. Eric is a professor at Dana Farber Cancer Institute in Boston. His structural biology and chemical biology expertise has led him down a path to become one of the world’s experts in an emerging category of medicine that includes targeted protein degraders and molecular glues. These novel chemical entities can be... Read More
13
Oct
2025
US Biotech Has an IRR Problem, Not a China Problem
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