Morgan Cheatham, MD

partner, head of healthcare + life sciences @BreyerCap | medical geneticist @harvard | editorial @NEJM_AI @decodingbio | bayesian

[Morgan Cheatham, MD @morgancheatham]

excited to share @BreyerCap's latest healthcare thesis with my partner, @jimihendrixlive.

healthcare is at an inflection point. scientific discovery is accelerating, but systems of translation remain structurally stagnant. the result is a widening chasm between what’s possible in principle and what’s practiced.

we invest where scientific discovery, clinical necessity, and institutional transformation converge. computation, precision, and prevention are shaping the future of medicine, but only when anchored by economic models that reward long-term value.

the next era of human health won’t be inherited. It will be engineered.
if this vision resonates, we’d love to connect.

[Morgan Cheatham, MD @morgancheatham]

@nikillinit 💯

[Morgan Cheatham, MD @morgancheatham]

@nikillinit there are some great pilots of this underway:
https://t.co/3NDZEX79aV

[Morgan Cheatham, MD @morgancheatham]

Decoding Bio has joined Arkaea Media Group!

what started as a weekly blog among friends became something none of us could have predicted: a community at the forefront of the most consequential moment in biology.

i'm so grateful to my co-founders, @ameekapadia, @pablolubroth, @KetanYerneni, and @patricksmalone.

thank you to our readers, and to the founders, scientists, and investors who shared their work with us along the way.

good writing has become a public good, and the embrace of Decoding Bio convinced us it was worth scaling.

the best of Decoding Bio is ahead! 🧬

[Mo Islam @itsmoislam]

BIG NEWS: I'm thrilled to announce that Arkaea Media Group has acquired Decoding Bio, one of the leading media brands in biotechnology. This is our first acquisition and a continuation of our thesis to build media for the most consequential industries in the world.

Decoding Bio was founded by @ameekapadia, @pablolubroth, @KetanYerneni, @patricksmalone, and @morgancheatham and built into the definitive voice covering the intersection of AI and biology.

The opportunity in biotech media is concentrated in one place: the intersection of AI and biology. This is where the future of the industry is being built. AI is rewriting how drugs get discovered, how trials get designed, how proteins get engineered. Frontier AI labs are racing into pharma. Pharma is responding with nine and ten-figure commitments. A new generation of companies is being built by founders who grew up on both sides, and they're moving faster than the legacy industry can absorb.

The media covering this shift is broken. Legacy biotech publications miss the AI story. Tech publications don't take biology seriously. The intersection between them is where critical work is happening. Decoding Bio is the only brand covering it with real credibility.

To Amee, Pablo, Ketan, Patrick, and Morgan: thank you for building such an incredible brand and for choosing to build the next chapter with us.

The best is ahead.

[OpenEvidence @EvidenceOpen]

Until now, physicians using AI in clinic had to assemble the patient’s context themselves. Allergies, comorbidities, medications, prior procedures, copy-pasted in from the chart.

Today we’re announcing a partnership with @CedarsSinai. OpenEvidence now works directly inside Epic, drawing on the patient’s full record and interpreting the medical literature through the lens of that specific patient.

Cedars-Sinai is the first academic health system to deploy patient-aware clinical intelligence at enterprise scale. The clinician asks a complex question in natural language. The answer reflects both the best available evidence and the patient in front of them.

Patient data is never stored after the clinical session or used for any other purpose.

[Morgan Cheatham, MD @morgancheatham]

excited to co-chair the @bioitworld executive summit this week in Boston today!

this is our largest program to-date, with leaders from @generate_biomed, @FlagshipPioneer, @ThirdRockV, @nablabio, @sanofi, @Amgen, @google, and @EliLillyandCo all under one roof.

[Morgan Cheatham, MD @morgancheatham]

@bznotes @sahir_raoof @sahir_raoof is exceptional, can't wait to see where he takes proximal VC from here!

[Morgan Cheatham, MD @morgancheatham]

@ShivdevRao @HarryStebbings @twentyminutevc instant classic 🙏🏽

[Shiv Rao, MD @ShivdevRao]

So much fun to sit down with @HarryStebbings on @twentyminutevc this week.

The time flew by, I learned a lot just from being on the other side of the conversation.

We talked about agent-native companies and Conway’s Law, why healthcare GTMs are often counterintuitive, and why Costco is a source of inspiration.

Grateful to you, Harry 🙏.

[OpenEvidence @EvidenceOpen]

“We did the hardest thing in the history of American health care. We got the majority of American doctors to all voluntarily adopt a single technology platform.”

NBC News on how that happened, what U.S. physicians actually do with OpenEvidence, and how partnerships with NEJM, JAMA, NCCN, and Wiley make it possible.

[Jim Breyer @jimihendrixlive]

So excited @morgancheatham @bretbostwick

[Jim Breyer @jimihendrixlive]

@morgancheatham Fantastic

[Morgan Cheatham, MD @morgancheatham]

@chrissyfarr wrote a couple posts on this back in 2024 that have aged decently

- usage-based: https://t.co/tuaf4gKT57

- performance-based: https://t.co/tv0dsHXuZp

[Morgan Cheatham, MD @morgancheatham]

https://t.co/uoctZYcPAO

[Morgan Cheatham, MD @morgancheatham]

the biotech industry has spent five years negotiating a "trilemma" in RNA across peak expression, durability, and manufacturability: pick two.

this week, we announce @BreyerCap's newest investment in ParcelBio. APEX is the first platform we have seen that delivers all three.

@bretbostwick, @jimihendrixlive, and i detail our thesis here:

[Morgan Cheatham, MD @morgancheatham]

@xinjin @BreyerCap @DWeinberg305 🙏🏽🙏🏽🙏🏽

[Morgan Cheatham, MD @morgancheatham]

.@BreyerCap is leading the $13M seed financing of ParcelBio, a company developing a new class of durable mRNA medicines.

mRNA has transformed vaccines but has not yet produced a class of chronic, disease-modifying medicines. the reason is durability.

ParcelBio's APEX platform is the first we have evaluated that delivers high peak expression, sustained duration, and tunability inside a linear, manufacturable architecture.

we are grateful to back @DWeinberg305 and Chris Carlson, two exceptional scientists developing the platform they are uniquely positioned to build. APEX preclinical data debuts at #ASGCT on May 14.

thank you to @RLCscienceboss of @endpts for sharing the story! we will share our full thesis post tomorrow.

@jimihendrixlive @bretbostwick

[Morgan Cheatham, MD @morgancheatham]

welcome to the @BreyerCap portfolio! @jimihendrixlive @bretbostwick

[Endpoints News @endpts]

Exclusive: ParcelBio is launching with $13M to develop longer-lasting mRNA therapies, starting with an in vivo CAR-T program. https://t.co/LXZc9rzlIp