Andrés Mosquera

Cell engineering & immunotherapy #TCRs

[BioSignal @BioSignal]

BREAKING: Eli Lilly’s recently acquired Kelonia Therapeutics just dropped unprecedented Phase 1 data at ASCO for their in vivo BCMA CAR-T (KLN-1010).

18 patients with R/R Multiple Myeloma showed a 100% ORR and 100% MRD negativity at 1 month.

Why it matters: This is a direct infusion. Zero lymphodepleting chemo pre-conditioning required. Zero manufacturing wait times. If these numbers hold, in vivo CAR-T will completely obliterate the commercial moat of traditional ex vivo CAR-Ts like Carvykti and Abecma.

Chinese innovators are already fast-following this Alpha: Weitao Bio and Hongxin Bio just reported their own early clinical validation for mRNA-LNP in vivo CAR-Ts in Lymphoma and Lupus (SLE). The entire cell therapy paradigm is shifting to off-the-shelf injectables.

$LLY $LEGN $JNJ $BMY $AZN $XBI $IBB

[The Wall Street Journal @WSJ]

Exclusive: A longevity biotech co-founded by Coinbase’s CEO more than tripled in value to $3.1 billion—before its drugs begin human testing. https://t.co/g61a8OC1FE

[Vilma P. Barcia MD, PhD, MSc @DrVilmaPBarcia]

🔆NT-175, a CRISPR-engineered autologous TCR-T therapy shows efficacy in heavily pretreated metastatic #pancreaticcancer. 5/7 achieved PR and 6/7 had clinical benefit
- In the trial, a 1-time infusion resulted in ORR 40.9% in refractory advanced solid tumors.
@OncoAlert #ASCO26

[Vilma P. Barcia MD, PhD, MSc @DrVilmaPBarcia]

🔆The ongoing phase 1 study of NT-175 engineered T-cell therapy in TP53 R175H-mutated unresectable advanced solid tumors.
- Data on 10 #ColorectalCancer pts, 7 #PancreaticCancer pts shows acceptable safety and early efficacy signals.
@OncoAlert #GIOnc #ASCO26

[Jeff Bezos @JeffBezos]

All personnel are accounted for and safe. It’s too early to know the root cause but we’re already working to find it. Very rough day, but we’ll rebuild whatever needs rebuilding and get back to flying. It’s worth it.

[Will Ahmed @willahmed]

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…

Just keep going ✌️

[Klebanoff_Lab @KlebanoffLab]

🚨Today in @Cancer_Cell: 50,000 tumor genomes via MSK-IMPACT. We map which HLA alleles are highest yield for antigen discovery—and define when HLA LOH constrains targetability.

A framework for scaling TCR therapies.

@MSKCancerCenter @parkerici https://t.co/pwkLUUe4s2

[David R. Liu @davidrliu]

Below is the story of the first patient treated with a prime-edited therapeutic, developed by @PrimeMedicine in a trial led by Dr. Élie Haddad and his team at CHU Sainte-Justine. This teenager suffered from chronic granulomatous disease (CGD), an immunodeficiency, and now—10 months after treatment—the patient is healthy, stable, and living with a functioning immune system. Tracy Attebury, whose story was previously told by @ginakolata @nytimes, was the second patient treated with a prime-edited therapeutic.

https://t.co/ZiVq1SmYsn

[Martin Varsavsky @martinvars]

Many people believe the secret to a successful startup is having the perfect idea from day one. The reality is that the initial idea almost never survives first contact with the market.

A founder's true talent isn't clairvoyance, but adaptability, the resilience to endure repeated failure, and the agility to iterate until finding product-market fit. Relentless execution will always beat a brilliant idea that never leaves a pitch deck.

There's a reason Peter Thiel's firm is called Founders Fund. Their extraordinary success isn't built on picking the perfect business plans, but on identifying tenacious, highly intelligent, and fiercely creative founders who can navigate the inevitable pivots.

[Bruce Booth @LifeSciVC]

Humbling 30 year Biotech stats shared by @verdadcap in a recent report:

Just over 1,000 biotechs hit $200M mkt cap at some point. Of those, 67% have lost value (had cumulative negative returns), vs 48% for all other US companies.

Of these 600+ biotechs, roughly 50% were acquired at negative total returns, 10% delisted, the remaining 40% are still public and underwater for their average investor

The median biotech company in this period has delivered an annualized return of -15% (vs 1% for other US Companies).

It's a tough business.

[ₕₐₘₚₜₒₙ @hamptonism]

This was recorded in 2015.

Theil is always 10 steps ahead:

[Film Updates @FilmUpdates]

The cast and crew of ‘SENTIMENTAL VALUE’ react to their nine #Oscar nominations.

[Stanislas Wawrinka @stanwawrinka]

Thank youuuuuuu 🙏🏻💙

[Matej @matsefcik]

Colors of London

[Klebanoff_Lab @KlebanoffLab]

🚨Today in @NatureComms: We resolve an enduring enigma in T cell biology—how TCR binding to p/HLA triggers intracellular signaling. CryoEM in native environment reveals a 'jack-in-the-box' mechanism! Collab btw @RockefellerUniv @MSKCancerCenter @parkerici https://t.co/HJng8WvjOp

[Ben Wilson @BenWilsonTweets]

"The cowards never started and the weak died along the way. That leaves us."

- Founder of Nike, Phil Knight

[Satya Nadella @satyanadella]

@bearlyai Less hair. Same love for Excel!

[amrit @amritwt]

"you cannot compete with someone who is willing to suffer more than you"

[SpaceX @SpaceX]

Final descent and splashdown of Starship on Flight 11, captured by the SpaceX recovery team in the Indian Ocean

[Andrés Mosquera @AndresMosquerP]

@juanosoriomd @MSKCancerCenter Congratulations!