KdT Ventures

We help founders and their companies re-architect the world at a molecular level |

[KdT Ventures @KdT_Ventures]

new podcast!

[Patrick Malone, MD PhD @patricksmalone]

before recursion and exscientia, there was Schrödinger - founded in 1990, it's the OG AI-driven drug discovery company.

on this episode of the @KdT_Ventures podcast, Mack Healy and I dive into the science and business of a juggernaut of biopharma R&D software. we discuss:

- Schrödinger's biophysics-based platform, and the distinction from machine learning approaches

- a dissection of Schrödinger's software business, partnerships and internal programs

- the Nimbus collaboration on a TYK2 program, resulting in a $4B+ acquisition by Takeda

links to the full episode in the comments.

[BIOS @bios_community]

Biotech in 2050 👀

Hear from Cain McClary (@CmanMD) - Founder & Managing Partner @KdT_Ventures

Shoutout KdT Portfolio: @STRMbio, @Debut_Biotech, @solugen, @Path_AI, @Terray_Tx, @weare54gene, & more

Watch BIOS Highlights to learn more..

https://t.co/A38QLmBpgb

[Eddie Eltoukhy @eddie_eltoukhy]

Last month, PearX S21 alum Transcera announced its seed round led by Xora Innovation, joined by @tauventures and existing pre-seed investors @pearvc, @digitalisvc, and @KdT_Ventures. We reflected on Pear’s partnership with Transcera in the post below!

[Patrick Malone, MD PhD @patricksmalone]

inaugural healthcare venture report from the new HSBC Innovation Banking team on investment trends in the first half of 2023. fantastic work @jonnyVChealth.

awesome to see @KdT_Ventures atop list of most active investors as well!

https://t.co/Chw7bYiQ1l

[Majo Duran @majo__duran]

Last week @cantos, @HummingbirdVC and @KdT_Ventures hosted the AI in Bio Summit at the NYSE!⚡️

AI is changing the way we see and read bio. But it remains a tool and not an application. We still need to (fully) understand the outputs to have bio impact. 🌎

[Cantos @cantos]

Our own @ameekapadia is on Wall Street today co-hosting the inaugural AI+Bio Summit with our friends at @HummingbirdVC @KdT_Ventures & @NYSE!

[Patrick Malone, MD PhD @patricksmalone]

.@KdT_Ventures was excited to sponsor the Bio x AI Hackathon, organized by @Lux_Capital, @LatchBio , @huggingface , and @openbioml. 600+ participants signed up, with 17 final projects ranging from LLMs to explore genomes using natural language to foundation models for single cell biology.

congrats to the winning team, led by Erinc Merdivan, which created a unified protein embedding by linking multiple modalities (protein and nucleotide sequences, 3D structure, etc) with the goal of improving downstream tasks like pathogenic mutation prediction.

kdt sponsored 2 tickets to the NeurIPS conference. reach out if you plan to attend the conference this year - we will be organizing an event there!

demos for all of the final projects: https://t.co/Igy3tsGTig

[Tune Therapeutics @tunetx_news]

Thank you for the mention, @KdT_Ventures.

We agree that The Research Triangle is a fantastic place for innovative biotechs and are happy to call it home!

Read more about the area bustling with innovation and ideas here:

https://t.co/vikReLV0SZ

#TuneTx

[KdT Ventures @KdT_Ventures]

@elonmusk @UmarBzv agree. we're building the Tesla of Dentistry @cyberdontics

the robot will see you now

[KdT Ventures @KdT_Ventures]

@elonmusk @UmarBzv agree. we're building the Tesla of Dentistry @cyberdontics

the robot will see you now

[Contreras Group at UT @Contreras_Lab]

Come join our lab members from the @NucleateHQ Austin Leadership Team (@TCordovaBio & @TrevorRSimmons) at the "State of Biotech in Austin" panel, hosted here at @UTAustin. This will be an exciting opportunity to learn about our growing, local biotech sector! #WhatStartsHere 🤘🏾

[KdT Ventures @KdT_Ventures]

@AlacrityMD thanks Travis!

[Patrick Malone, MD PhD @patricksmalone]

impactful science and technology can be invented anywhere. at @KdT_Ventures, we're starting an "overscienced but underfunded" series where we highlight innovation in emerging regions, and aggregate resources for ambitious scientist-entrepreneurs in under-appreciated geographies.

first up - the research triangle (chapel hill, durham, and raleigh). if there's a region you want to see covered next, let us know.

https://t.co/sMPVx5jP9N

[Builders VC @BuildersVC]

Who needs carbon offsets?

The AndesAg solution is turning acres of rolling fields & farmland into carbon capture mills without building energy systems while also integrating seamlessly with existing farm operations.

Read More:
https://t.co/lGvWUpSJAA

#agtech #carbonneutrality

[Patrick Malone, MD PhD @patricksmalone]

new episode of the @KdT_Ventures podcast where we break down an S1 from a recent biotech IPO and share insights on the science, business models, and financials. @phil_j_grayeski and @mackhealy discuss Codiak Bio, an exosome therapeutics company leveraging an emerging class of drug delivery vectors called extracellular vesicles.

we dig into:
- an overview of the 3 primary drug delivery technologies (AAVs, LNPs, and EVs)
- Codiak's platform for exosome engineering and manufacturing
- Codiak's clinical programs, including a novel STING agonist targeted to tumor-resident immune cells using exosomes
- Codiak's pharma partnerships

have a listen,

apple: https://t.co/k2gRlRcrNB

spotify: https://t.co/hw6aXfdJIV

[Eric Topol @EricTopol]

If you thought generative #AI wouldn't have early impact in medicine, think again
@KUHospital @UnivOfKansas teams up with @AbridgeHQ for rollout to 1,500 physicians in 140 locations for clinical documentation
https://t.co/37oJX24GEc

[KdT Ventures @KdT_Ventures]

Come work on the future of AI in surgery!

[Theator @mytheator]

Exploring #ComputerVision jobs or a #Career in #ArtificialIntelligence? Check out the @myTheator positions we have open! https://t.co/ONUHUDYFJ7

#DataEngineerJobs #BackendEngineerJobs #FrontEndEngineerJobs #FullStackEngineerJobs #SalesDirectorJobs #DigitalMarketingManagerJobs

[KdT Ventures @KdT_Ventures]

Congrats to @vita_dao on their landmark fundraise!

[KdT Ventures @KdT_Ventures]

Great overview of the decentralized science ecosystem, including KdT portfolio company @Molecule_dao. Molecule is building the infrastructure required to empower patients to participate in the earliest stages of drug R&D through clinical development.

https://t.co/JZMjmKAoRW

[KdT Ventures @KdT_Ventures]

Listen here, and if you enjoy it, please subscribe, comment, and share with your friends:

Apple Podcasts: https://t.co/SMUXaTnZ7o

Spotify: https://t.co/DneIBDsIJl

[KdT Ventures @KdT_Ventures]

New podcast just dropped!

In "The World in A Grain of Sand", we break down an S1 from a recent biotech IPO. In this episode, @KdT_Ventures Partners @CmanMD and @mackhealy take a deep dive into a biotech that owns a piece of 25% (!) of all blockbuster drugs - Royalty Pharma. 👇

[KdT Ventures @KdT_Ventures]

In this episode, we cover:

- an overview of Royalty Pharma's investment model, and how they generate cash flow from ~25% of all blockbuster drugs
- growth strategies in the face of competition and a challenging macro environment
- the bull and bear case for Royalty Pharma