Goose Data (wa/wa)

Biotech visionary. Looking for best drugs with goose data. Retweets mean honking endorsement.

[Goose Data (wa/wa) @GooseData]

☺️

[Goose Data (wa/wa) @GooseData]

Topo1i ADCs in Folate are very exiting right now!

[Goose Data (wa/wa) @GooseData]

I'm beginning to think there is a pattern here. 🤔

[Madeleine Armstrong @ByMadeleineA]

Another interstitial lung disease death raises more deruxtecan doubts - this time with ralu-dxd plus Avastin at #ESMO26. The @ApexOnco take https://t.co/B1C0xH8v87

[Goose Data (wa/wa) @GooseData]

Sometimes, when I talk with med chemist, they only know a single word.

[Goose Data (wa/wa) @GooseData]

@SnackBioTech 15 cents a share!

That's three whole nickels!

[Goose Data (wa/wa) @GooseData]

So much to learn from talking with successful BD teams.

[Goose Data (wa/wa) @GooseData]

@moreisdifferent It being gross, is in fact a downside.

[Goose Data (wa/wa) @GooseData]

Mr. @DaveARicks , @EliLillyandCo seems to have the momentum of a runaway freight train. Why are you so successful?

[Goose Data (wa/wa) @GooseData]

@Prof_Oak_ Zombies, zombies all around us.

[Goose Data (wa/wa) @GooseData]

@LifeSciVC The issue with doctors trying to push exercise is that they don't realize how lazy I am.

[Goose Data (wa/wa) @GooseData]

@LuizaJarovsky U3 somewhere between 4-7% in 2032

[Goose Data (wa/wa) @GooseData]

@parmita The world needs more podcast.

[Goose Data (wa/wa) @GooseData]

@uncledoomer You can do this now, it's called forum shopping!

[Goose Data (wa/wa) @GooseData]

@VCBrags An AI tech worker will grind 12hrs a day making 800k, and will dream of retiring somewhere in Spain so he can walk down to the water front, sit in a cafe to enjoy a cigarette and coffee

An unemployed Spainiard will wake up today and walk to that cafe to enjoy a smoke and coffee

[Goose Data (wa/wa) @GooseData]

@Stanford @LEGO_Group needs to get on it and make a Nobel Prize set

[Goose Data (wa/wa) @GooseData]

We've trained a Claude agent on a million @benchling ELN entries with the goal of making a model to optimize our experimental design process.

Our learning is that people haven't been doing their ELNing.

[Anthony @anthonystaj]

people arguing developability is some magic sauce these companies have should look at the literature. you have a series of criteria which are hard coded and very trivial (no cysteines in CDRs, reduce possible glycan sites...etc) to internalize and you have a few softer metrics which are open source on the back end.

twist, genscript, thermo.....these guys don't have any functional readouts downstream so they have *zero* inference to the utility of the expressed molecules and very limited data on the runs that they do put in their workflows for things like aggregation or thermal stability

there is really genuinely nothing special here. i know many pharmas and CROs that have internalized high throughput antibody expression workflows.

TWST and companies like them are selling to a specific crowd (cash rich AI x Bio people) who have shown no ability to do this basic thing (make molecules and test them in vitro) and these companies will eventually run out of money propping up this revenue. likely without any drugs to show for it.

that said, this means the trade is short term bullish but long term bearish. there is no $100B+ or $1T TAM for this work. drug discovery is not being 'revolutionized'. it is being pushed forward incrementally by very smart people with S-tier judgement in translational science and a real ability to execute. not new people who can't even internalize in vitro work with hundreds of millions in cash

[Goose Data (wa/wa) @GooseData]

@jrkelly EH&S keeps telling me that slips and falls are the biggest risk of working in any lab.

[Goose Data (wa/wa) @GooseData]

@MollySOShea What does "100x" more productive mean? 🤔

[Goose Data (wa/wa) @GooseData]

@MattZirwas @nollahealth 🫣

[Goose Data (wa/wa) @GooseData]

The bottleneck is and always has been the lack of core team meetings to discuss the pre-read slide deck.

Starting a working group to figure out a path forward.

[Martin Shkreli @MartinShkreli]

either way discovery isn't the bottleneck