James Mackay

[kristin hersh @kristinhersh]

coupla sweet nights at my beloved Cluny in Newcastle…thanks for comin, y’all 🤍

[kristin hersh @kristinhersh]

morning xo

[Fred Grier @fredmgrier]

Great to be back at my alma mater yesterday
@UCSanDiego

Speaking to real estate majors, undergrad

We discussed:
- using AI for day-to-day work
- high interest rate environment impact on deals
- how to land a job in corporate post graduation

Thanks for having me.

Go Tritons!

[Enveda @enveda]

We are excited to present at #EADV26 Late Breakers the mechanistic and biomarker data for our first-in-class oral treatment for atopic dermatitis and asthma, ENV-294.

ENV-294 targets a previously unengaged pathway, deepens our understanding of the fundamental biology underlying the disease, and presents hope for patients looking for new treatments.

Join us:

Late-Breaker Oral Presentation:
Title: A Previously Undrugged Target in Immune Therapeutics: Oral ENV-294 Provides First Clinical and Molecular Proof of Concept for RAC2 Modulation in Atopic Dermatitis (D3T01.4A)

Presenter: Ester Del Duca, M.D., Ph.D., Laboratory of Inflammatory Skin Diseases, Department of Dermatology, Icahn School of Medicine at Mount Sinai in New York City

Date/Time: Friday, October 2, 2026, 16:00-16:15 CEST / 10:00-10:15 EDT
Room: Hall A, Austria Center Vienna

Oral Presentation:
Title: ENV-294, a First-in-Class Oral Rac2 Modulator, Demonstrates Deep, Durable Efficacy with a Favorable Safety Profile in Moderate-to-Severe Atopic Dermatitis: Results from a Phase 1b Open-Label Study (FC01.1E)

Presenter: Leon Kircik, M.D., Clinical Professor of Dermatology, Icahn School of Medicine at Mount Sinai, New York; Adjunct Clinical Professor of Dermatology, Indiana University School of Medicine

Date/Time: Thursday, October 1, 2026, 09:10-09:20 CEST / 03:10-03:20 EDT
Room: Hall N, Austria Center Vienna

Read more: https://t.co/1wsHEDGyTl

[Enveda @enveda]

Enveda on the @Nasdaq Tower in @TimesSquareNYC. This special moment was made even better by having our Founder and CEO, @viswacolluru there in person to take it in.

The display marked our $311 million Series E and the years of work behind it: every experiment, every molecule, every late night, every setback that taught us something, and every hard problem solved by our team.

The financing reflects the confidence an exceptional group of investors has placed in Enveda’s platform, pipeline, and long-term ambition. That confidence also carries a responsibility to put the capital to work with discipline and urgency, moving our medicines forward and continuing to turn life’s chemistry into better options for patients.

Thank you to our friends at Nasdaq for marking the moment so beautifull
y.
#Enveda #LearningfromLife #AI #Biotech

[James Mackay @JamesMackayJMM]

@viswacolluru @enveda Congratulations @viswacolluru - such an amazing journey - well done!!

[Viswa Colluru @viswacolluru]

I started @enveda so mothers could fight their diagnoses with power mine never had. Sept 18 is her birthday. It’s also the day our first IND cleared, our first patient data came in, and now our Series E closed. More backup for the fight ahead. Happy Birthday, Mom!

[Fred Grier @fredmgrier]

Upcoming event in San Diego:

Event: Summer Bash 2026
When: Sept. 23rd from 5:30pm - 8:30pm
Where: 4242 Campus Point Ct, San Diego
Keynote Speaker: @DanMagy , CEO of @Firestorm_Labs

Join 200+ members in the local business community

Hope to see you there!

Details ↓

[Fred Grier @fredmgrier]

Gold Tesla Spotted in OB, San Diego

[Fred Grier @fredmgrier]

In the first half of 2026

San Diego has seen an uptick of expansions

Including:
- @zoox
- @Waymo
- @Saronic
- @seasats
- @Firestorm_Labs

E-commerce, aerospace, robotics and maritime has been red-hot.

Biotech on the other hand has been a different story.

[Fred Grier @fredmgrier]

Encinitas, San Diego

Runners, cyclists, walkers all out here on a Sunday morning …

one of the most active places on earth.

[Fred Grier @fredmgrier]

San Diego aerospace & defense scene represent

@shieldaitech
@Firestorm_Labs
@AEVEX_Aerospace
@HarpoonVentures
@seasats

Plus many more 🚀

Very slept on ecosystem, ton of opportunity for VCs but need patience

We move at a much slower pace than SF

[Fred Grier @fredmgrier]

Interviewed Kevin back in 2024.

He was scaling his company @epicgardening + running a fast-growing @YouTube channel w/ 2M+ subscribers.

2 years later, he now has 4M+ on YT and collaborating with former US President @BarackObama on gardening content.

You can just do things.

[Fred Grier @fredmgrier]

Torrey Pines / Del Mar in July

[Fred Grier @fredmgrier]

Fun time at the horse track today

Del Mar Races 🐎

great way to cap off the long week

Gotta love July in San Diego

[Fred Grier @fredmgrier]

New favorite lunch spot

Queenstown Del Mar 📍

Met w/ an Orange County VC investor who moved to Carlsbad in 2020.

Has made 60+ startup investments to date, 2 which are in local companies in aerospace & tech.

Had the mango shrimp dish 🔥

Highly recommend.

[Fred Grier @fredmgrier]

Happening Next Thurs (7/23) in Torrey Pines.

San Diego EDC (@SDRegionalEDC) is recognizing ~100 companies across biotech, tech, consumer, manufacturing who are HQ'd in SD.

In partnership with @Marsh_MMA, @jpmorgan, and others. Be sure to grab your tix.

Hope to see you there!

[Fred Grier @fredmgrier]

D Street Beach, Encinitas 📍

[Fred Grier @fredmgrier]

Meetings at Parakeet Cafe in Del Mar.

Met with Jay Sheth - Director at Jubilant Biosys.

We talked about:

- SD's venture capital x biotech scene
- State of pharma manufacturing in the U.S.
- & much more

Thanks for the time!

[Fred Grier @fredmgrier]

New: Harpoon Ventures, San Diego-based VC firm has raised $155M fund.

I’ve been covering Harpoon since its inception. It now has $450M under management.

I wrote about its critical tech strategy, Black Flag accelerator, plus more.

Full piece is now live!