Alex Slack | Lauxera

Co-Founding Partner @ Lauxera. EU-first healthtech growth (devices, tools, Dx, pharma services, digital health). Minority + majority. SF-based

[Alex Slack | Lauxera @AlexSlack2]

@gxl_ai @james_y_zou @nytimes I've been using this tool and it's incredible!

[Alex Slack | Lauxera @AlexSlack2]

Amazing work from Stanford's @james_y_zou and co developing an AI CSO stack!

Now using this tool to accelerate our PET tracer pipeline at @AntarosMedical!

[James Zou @james_y_zou]

Super excited that #VirtualBiotech is published in @ScienceMagazine today!

Tens of thousands of AI scientist agents work together across drug discovery + development, from target discovery to clinical trial design. Our blueprint for agentic R&D 🧵

[Alex Slack | Lauxera @AlexSlack2]

@endpts Reading between the lines, @novonordisk is just adopting Claude for specific workflows. Hopefully only in relatively commoditized early discovery, otherwise they risk leaking real IP!

[Alex Slack | Lauxera @AlexSlack2]

HHS and FDA are moving fast to reform clinical trials! Just 3mths from the launch of Operation Trailblazer to pilot. Q427 we could have broad expansion of QRI's to get us ~inline with Australia!

[Vivek Subbiah, MD @VivekSubbiah]

🚨⭐️FDA Launches Expedited IND Pilot, Begins Accepting Applications
https://t.co/mJNgBNfs5v

[Alex Slack | Lauxera @AlexSlack2]

@MoAlQuraishi AH! This is really important @MoAlQuraishi -- you mean of the 200k in the PDB only a few thousand were druglike compounds? Ie the addition of 20k compounds from pharma 3-4X'd this number? That is a super important caveat that was not obvious to me when I read your paper!

[Alex Slack | Lauxera @AlexSlack2]

If internal Pharma data is the *really* good stuff (see below) then they will own the frontier in #AIxBio

#Mercor doesn’t sell Cryo-EM data last I checked :). And no one has huge reams of long-cycle animal data except large biopharma

In this Nature paper, adding 10% more data from Pharma to an open training set improved relative model performance by 50%!

Kudos to @MoAlQuraishi !

Link: https://t.co/tmKLuVxdBj

[Alex Slack | Lauxera @AlexSlack2]

This is spot on! There will be strong pressure for clinical trial reform à la Australia, but also in what passes for pre-IND safety…

[Matthew Osman @thematthewosman]

In two or three years there will be 10x the number of INDs and the same number of people you can recruit into a clinical trial. I don't understand what people think is going to happen. Everyone is funding molecular design but folks, we've got to also be funding new validation methodologies in a big big way.

[Alex Slack | Lauxera @AlexSlack2]

@cmencke Still can’t believe $GEHC passed on $LNTH only to buy Sofie! Why own the PMF and some CDMO capacity when you can own the IP? Only makes sense if GE is planning to buy another PSMA…

[Alex Slack | Lauxera @AlexSlack2]

@jord_73 No…just had my @Apple Watch die after my first swimming workout! Out of warranty and cost to repair ~= a new watch. Hardware ought to last more than a year for an intended use like swimming!

[Alex Slack | Lauxera @AlexSlack2]

@AvaBRose33 @Apple @Garmin My wife and I just had our @Apple watches die after our first swimming workouts. Out of warranty and so we are SOL. Hard to ignore that these things break so easily in the pool…

[Alex Slack | Lauxera @AlexSlack2]

@simonmaechling Just posted on this yesterday!

https://t.co/xxbwsbSyOH

[Simon Maechling @simonmaechling]

I’m calling it now: Big AI will start buying Big Pharma.

Not for the drugs. For the data.

[Alex Slack | Lauxera @AlexSlack2]

@EricTopol @NobelPrize Next step transcriptome atlas! @10xGenomics

[Alex Slack | Lauxera @AlexSlack2]

I would buy reams of failed preclinical experiments and full clinical datasets from living and dead biotechs. The frontier AIxBio labs will push the boundary on early discovery, but the rest of the drug development continuum needs more available training data!

[BioTender @Junioryu136689]

🚨 Anthropic is building an acquisition pipeline in AI × biology.

A newly posted Corporate Development Lead, Life Sciences role will source and execute acquisitions, investments, and strategic partnerships across:

drug discovery, clinical development, regulatory & medical writing, lab automation, and healthcare data infrastructure.

The mandate explicitly includes acquihires, tuck-in acquisitions, minority investments, and evaluating build / partner / buy decisions.

This looks less like ordinary BD — and more like Anthropic systematically mapping what it may want to buy in life sciences.

https://t.co/fMWvFEMk8r

[Alex Slack | Lauxera @AlexSlack2]

@WSJ There is a much broader story to be written here outside of MRD! Customized therapy manufacturing on tight TAT creates many winners across bioprocess. Expect more heat on intensification and automation of DNA/mRNA

[Alex Slack | Lauxera @AlexSlack2]

@SynBio1 There is always an 80/20 of relatively standard workflows that a cloud lab can fulfill.

Trying to serve *everything* is a losing game. Last-gen cloud labs from the 20-teens started in general discovery, and it was hell or purgatory...

[Alex Slack | Lauxera @AlexSlack2]

Interesting group of manufacturers...all with relatively high MFN pricing or low existing Medicaid revenue (ie. less to lose), and/or much more to lose on Medicare.

CSL: plasma products and gene tx heavily impacted by 340B while Medicare is their core (IVIG, iron, etc)

Takeda: same Medicaid dynamic with plasma + ADHD + orphan drugs, while GI/onc growth areas have Medicare risk

Bayer: huge Medicare exposure in CRPC, CSPC, and cardio

[Alex Slack | Lauxera @AlexSlack2]

@matthewherper @angRchen As a pharma services / supply chain investor, I can say that we're also very excited as the production of these personalized products at acceptable TAT is pretty complex / valuable.

Also: can we call it an immunotherapy and not a vaccine? Helps the TAM :)

[Alex Slack | Lauxera @AlexSlack2]

@RNAiAnalyst If I had even moderately elevated risk, I would totally pay $1k/yr cash for inclisiran rather than take a statin and change my diet. Make me a genetic mutant! (in a reversible way...)

[Alex Slack | Lauxera @AlexSlack2]

@JensenHuang Indeed...it's crazy that we're celebrating reshoring washing machine factories (America as underdog catching up) more than building data centers (America extending its lead!).