David Thomas, CFA

Biotech industry research

[Adam Feuerstein ✡️ @adamfeuerstein]

This tells you a lot about how investors feel about CBER and regulatory flexibility for rare diseases under Vinay Prasad.

It's hard to reconcile Prasad opposition to biomarkers and more liberal use of accelerated approval with Marty Makary's recent statements.

I'm still trying to figure all of this out.

[Ryan Flinn @RS_Flinn]

A new report warns that America’s biotech leadership is slipping behind China, and calls for a $15 billion investment plan to boost innovation - check out my article in @cure345 with the details: https://t.co/toGiHl1jUh

[Paul Bieniasz @PaulBieniasz]

Opinion article in the Guardian

[David Thomas, CFA @DavidThomasCFA]

$XBI still below 2015 peak after 7% spike today
July 17, 2015: $89
April 9, 2025: $74
LOD was $66.66...closing in on old methodology support with the new methodology (equal wt to modified vol wt)

[Alex Zhavoronkov, PhD (aka Aleksandrs Zavoronkovs) @biogerontology]

A friend just forwarded the latest TD Cowen analytical report on the state of AI in drug discovery and development. So far, I have not seen a better piece of industry research from a big bank despite the publication date being 1st of April. Reach out to your friends in TD to get a copy.

But seriously, finally someone started looking at the cost, speed, and probability of success. Obvious metrics but no other analyst tried this before.

[unusual_whales @unusual_whales]

Today was reportedly the largest ever point reversal in the S&P 500, greater than the October 14th, 2008 Great Financial crash.

[Jonathan Faison @jfais20]

Outsized impact on generic vs branded $XBI $IBB

[David Thomas, CFA @DavidThomasCFA]

Index of Clinical-Stage biotechs, ETF $BBC, now down -43% since November:

[John Carroll @JohnCendpts]

XBI down more than 5% as the industry grapples with this disaster. Blowing up the FDA is a dumb idea. I doubt that much is getting done these days as staffers wait to see if they have a job, or focus on whether they want one.

[David Thomas, CFA @DavidThomasCFA]

Portfolio in the BBC ETF listed here:
https://t.co/gHLgubi7s5

[David Thomas, CFA @DavidThomasCFA]

Clinical-stage Biotechs now down -16% YTD vs. -3% for $XBI.

[Peter Kolchinsky @PeterKolchinsky]

Our report has lots of data but is also in plain English. We back everything up with references. Feel free to run it through AI to pressure test.

We wrote it for our friends and families. We hope it helps you and those you may know. Here's the link.

https://t.co/G1QXUf6BVT

[Peter Kolchinsky @PeterKolchinsky]

Are you or a friend concerned about vaccines? Where there’s smoke, might there be fire, right?

RA Capital's infectious disease team created a detailed Q&A document on nearly all the worries someone might have about vaccines.

[Jing Liang 🇺🇦 @AppleHelix]

You may argue that COVID boosters may be unnecessary.

But the position that COVID vaccines "didn't work" or did more harm is completely unsubstantiated.

[Alex Harding @AlexHarding7]

Read this:

https://t.co/8aI4Evqc01

@ldtimmerman

[David Thomas, CFA @DavidThomasCFA]

@RNAiAnalyst BBC - Virtus LifeSci Biotech Clinical Trials ETF

https://t.co/DqBneiPcR2

[Insilico Medicine @InSilicoMeds]

Spring is here, and optimism is growing. @DavidThomasCFA offers 5 signs pointing to a #biotech resurgence from BIO-Europe Spring, including record FDA approvals, record acquisitions & #AI drug creation like Insilico's lead #GenAI drug in Phase II trials. https://t.co/mDVG1pordr

[Genetic Engineering & Biotechnology News @GENbio]

GTC 2024: Nvidia Highlights AI ‘Revolution’ in Drug Discovery, Genomics

CEO Jensen Huang unveils expanded BioNeMo platform, ‘microservice’ technology, and expanded collaborations in keynote address. Learn more: https://t.co/BlNXFCzYYg

[David Thomas, CFA @DavidThomasCFA]

@IAmBiotech & @McKinsey discuss the gap in Women's Health R&D and dispell many myths about why those gaps exist. Plus investor perspective on biases due to underdiagnosis of conditions and underinvestment.
#BioEuropeSpring 2024

[Alex Zhavoronkov, PhD (aka Aleksandrs Zavoronkovs) @biogerontology]

NVIDIA expands BioNemo with over 100 partners
https://t.co/W0FxOSS5ie

[EBD Group @EBDgroup]

We had a great first day at #BioEuropeSpring 2024 in Barcelona.

We're looking forward to another day filled with successful partnering and industry insights.

See what we have in store >> https://t.co/eX0QDwyVPG

#BIOEuropeSpring #EBDGroup #Partnering #Biotech