Céline

Writing about biotech innovation 👇

[Céline @biotechreadout]

My intro post explains the four segments in my newsletter:
- Weekly Readout
- Frontiers in Medicine
- Acquisitions
- Medical History

https://t.co/u2Prx0Us8X

Here are some of my favorite articles 🧵

[Céline @biotechreadout]

@augurbio Thank you!

[Céline @biotechreadout]

Need a weekend read?

Check out the past week of Biotech Readout!

Links below

[Céline @biotechreadout]

Novartis to Acquire Myricx Bio

Another preclinical ADC payload company exits north of a billion dollars

$NVS

https://t.co/MAbtZ5cnlO

[Céline @biotechreadout]

Vertex to Acquire Crinetics

How R. Scott Struthers and his crew from Neurocrine went out on their own and struck gold in rare metabolic disease

$VRTX $CRNX

https://t.co/Sej1krKWnF

[Céline @biotechreadout]

Special thanks to @alexkesin for his op-ed on China Biotech!

Great piece supported by tons of data.

It's amazing to that BioX/BioSubstack is so thoughtful and that we have forums to discuss the industry that we love.
https://t.co/QfV7sWgOkG

[Alex Kesin @alexkesin]

Adding another one to the collection...

Out now: a new piece analyzing the explosion of deal flow of China-US over the past few years, and whether it spells disaster for Western biotech.

[Céline @biotechreadout]

In Weekly Readout #13, we discuss:

China Biotech
Thoughts on an article by @alexkesin

Acquisitions
$VRTX $CRNX $NVS Myricx Bio

Approvals
$SNY $VERA

Clinical Trial Data
$CMPS $FBRX $FATE $IPSEY $GSK

Link below

[Céline @biotechreadout]

Link:
https://t.co/DMNKjnNvOB

[Céline @biotechreadout]

@ideapharma Is being single a Grade 3 AE?

[Céline @biotechreadout]

@ladanuzhna did i win?

[Céline @biotechreadout]

𝗩𝗲𝗿𝘁𝗲𝘅 𝘁𝗼 𝗔𝗰𝗾𝘂𝗶𝗿𝗲 𝗖𝗿𝗶𝗻𝗲𝘁𝗶𝗰𝘀
𝘏𝘰𝘸 𝘙. 𝘚𝘤𝘰𝘵𝘵 𝘚𝘵𝘳𝘶𝘵𝘩𝘦𝘳𝘴 𝘢𝘯𝘥 𝘩𝘪𝘴 𝘤𝘳𝘦𝘸 𝘧𝘳𝘰𝘮 𝘕𝘦𝘶𝘳𝘰𝘤𝘳𝘪𝘯𝘦 𝘸𝘦𝘯𝘵 𝘰𝘶𝘵 𝘰𝘯 𝘵𝘩𝘦𝘪𝘳 𝘰𝘸𝘯 𝘢𝘯𝘥 𝘴𝘵𝘳𝘶𝘤𝘬 𝘨𝘰𝘭𝘥 𝘪𝘯 𝘮𝘦𝘵𝘢𝘣𝘰𝘭𝘪𝘤 𝘥𝘪𝘴𝘦𝘢𝘴𝘦
https://t.co/Plm6b91wGk

[Céline @biotechreadout]

Vertex is set to acquire Crinetics for $10 billion. $VRTX $CRNX $NBIX

In this article, we:
- Tease out Vertex’s M&A strategy
- Learn how a team of Neurocrine scientists struck out on their own to start Crinetics
- Surface their under-discussed early stage pipeline

Link below

[Céline @biotechreadout]

My intro post explains the four segments in my newsletter:
- Weekly Readout
- Frontiers in Medicine
- Acquisitions
- Medical History

https://t.co/u2Prx0Us8X

Here are some of my favorite articles 🧵

[Céline @biotechreadout]

𝗖𝗵𝗶𝗻𝗮 𝗕𝗶𝗼𝘁𝗲𝗰𝗵: 𝗙𝗲𝗮𝘀𝘁 𝗼𝗿 𝗙𝗮𝗺𝗶𝗻𝗲?
𝘌𝘹𝘢𝘮𝘪𝘯𝘪𝘯𝘨 𝘣𝘪𝘰𝘵𝘦𝘤𝘩'𝘴 𝘯𝘦𝘸𝘦𝘴𝘵 𝘪𝘯𝘯𝘰𝘷𝘢𝘵𝘪𝘰𝘯 𝘦𝘯𝘨𝘪𝘯𝘦
https://t.co/u56DH2q8Lt

[Céline @biotechreadout]

Sharing some thoughts on China Biotech, link below.

I present four lenses for looking at China Biotech:

The Good (accelerated innovation)
The OK (capturing the “me better” arbitrage)
The Bad (pharma cuts out the middleman)
The Ugly (obsolescence of U.S. biotech)

[Céline @biotechreadout]

Link:
https://t.co/bMP51JKnkN

[Céline @biotechreadout]

Just added premium charts & analysis to my Obesity, Part 2 article!

Here are some samples. Link to full charts below.

$NVO $LLY

[Céline @biotechreadout]

@DrSamuelBHume @STL_Biotech hear me out

[Céline @biotechreadout]

@BioMan14896 Thank you!

[Céline @biotechreadout]

Vertex is set to acquire Crinetics for $10 billion. $VRTX $CRNX $NBIX

In this article, we:
- Tease out Vertex’s M&A strategy
- Learn how a team of Neurocrine scientists struck out on their own to start Crinetics
- Surface their under-discussed early stage pipeline

Link below

[Céline @biotechreadout]

@NikoMcCarty Would be amazing if you could add this to the "Article" section

https://t.co/EzFJFPFhIj

[Jason Kelly @jrkelly]

Great summary @biotechreadout !

[Céline @biotechreadout]

Vertex to Acquire Crinetics

How R. Scott Struthers and his crew from Neurocrine went out on their own and struck gold in rare metabolic disease

Link:
https://t.co/Sej1krKWnF

[Céline @biotechreadout]

Link:
https://t.co/MAbtZ5cnlO

[Céline @biotechreadout]

Novartis is set to acquire Myricx Bio for up to $1.5 billion. $NVS

In this article, we:
- Dive into the founding story of Myricx Bio
- Explore the strengths of their novel NMTi-ADC platform
- Opine on why strategics seem to be excited about novel ADC payloads

Link below