Sam Davis

Co-Founder, CXO of CoFormBio - former EQRx, Scipher Medicine, Goodwin | Biotech company builder, China expert 我住过上海 2011-15

[Sam Davis @SamDavisEsq]

@LifeSciVC @drrichjlaw Inlicensing (regardless of source) creates companies - employing people - and more shots on goal for better therapies for patients

[Sam Davis @SamDavisEsq]

Sure VC-wrapped bi-and trispecific antibodies from China and triple Gs are cool, but imagine reversing or delay aging 🤯. Congrats @jacobkimmel

[NewLimit @newlimit]

Following breakthrough results, we’re bringing longevity medicine to human trials.

We’ve raised a $435M Series C led by @foundersfund to make it happen.

Reprogramming cell age has the potential to create more healthy years for everyone. We're closer than ever to realizing it.

[Sam Davis @SamDavisEsq]

@zebulgar @jacobkimmel “mega-outcome” 💯 the language we need to speak

[Sam Davis @SamDavisEsq]

@LifeSciVC Seems to back it up - SF, NY, VA/MD, and LA have more jobs than Boston but a lot less lab space.

[Sam Davis @SamDavisEsq]

@adamfeuerstein 👀

[Sam Davis @SamDavisEsq]

The drug that got a 3 minute standing ovation yesterday at ASCO did not originate from China. On the other hand, the oncology drug that did come from China, with a lot of fanfare, deeply disappointed in PH3.

[Sam Davis @SamDavisEsq]

@Prof_IanD

[Sam Davis @SamDavisEsq]

@drrichjlaw @BiotechTV https://t.co/M3dLBcVPhw

[Sam Davis @SamDavisEsq]

How it started,
How it’s going..

[Sam Davis @SamDavisEsq]

@JeffiniteVC @Jack_Raines Ball knower

[Sam Davis @SamDavisEsq]

@jeff_cranmer @BioPharmaJosh @FishburnSimone Yes!

[Sam Davis @SamDavisEsq]

@GeneInvesting @drrichjlaw Innovent is a tier 1 company though to rival Beigene (now Be One).

[Sam Davis @SamDavisEsq]

@drrichjlaw @matthewherper @adamfeuerstein I was wondering where this biotech AI slop account came from seemingly overnight.

[Sam Davis @SamDavisEsq]

@wolfejosh @alexrives @EvoscaleAI @ChanZuckerberg This is how we win the China biotech standoff.

[Sam Davis @SamDavisEsq]

@oakazaki @FlagshipPioneer Not apples to apples comparison - Flagship goes after tough areas/innovations (CGT, vaccines, etc.) and to my knowledge, other than @Curie_Bio, does zero Chinese VC wrappers (ie newcos) or invest in China.

[Sam Davis @SamDavisEsq]

21.6% IPO rate for @FlagshipPioneer is an unassailable track record for biotech.

[Odin @JoinOdin]

The success stories of biotech VC are remarkable.

The rate of successful exits in that category, even controlling for the survivorship bias of more intensive pre-incorporation periods, is outstanding.

@FlagshipPioneer is one of the best examples. From their Fund IV, in 2012, they made ~35 investments and produced 11 IPOs with a combined market cap of ~$14B.

This kind of performance doesn't happen by chance. Flagship's Founder and CEO, @NoubarAfeyan, has devoted his career to making innovation more process-oriented and systematic.

[Sam Davis @SamDavisEsq]

@biotech_bro @FlagshipPioneer TBH We can debate that about a large percentage of 2018-2021 biotechs - I was highlighting a strong liquidity event % for its portcos.

[Sam Davis @SamDavisEsq]

@BiotechSho99376 @FlagshipPioneer It’s a significant liquidity event

[Sam Davis @SamDavisEsq]

@Archimedes20311

[Sam Davis @SamDavisEsq]

@oakazaki @FlagshipPioneer Bruce @LifeSciVC is this right?