Have not tweeted much about #biotech lately, but a recent grad asked for some advice (about to move to the HC team at an IB.) Passed these along:
First, a few tips re science/medical data:
Biotech has been just an absolute, total, unmitigated disaster of late. Carnage.
The sector needs M&A badly. If we can get something >$5B I suspect we will see a beautiful day for $XBI and a nice bounce for some of these “quality longs” that have just been lit on fire and thrown in the ditch over recent weeks.
@DShaywitz Entrepreneurship in Biotechnology @columbia did this in 2017. Nothing electric in the classroom and exams and assignments were handwritten. We skipped the abacus.
article's conclusions are smart:
"A better agenda would attack the causes of unjustifiably high prices. That means blocking hospital mergers and contracts that hinder competition, and fewer rules that protect existing providers from new rivals. It also means giving patients and employers real choices: transparent pricing and insurance designs that reward consumers who discover more affordable care. When patients who choose lower-priced care can share in the savings, they put pressure on prices in a way no bureaucracy policing thousands of services can match.
Price caps do not curb the costs of delivering care. They merely shift those costs to places that are harder to see. The answer is not price by decree. It is institutions that help patients, providers and payers discover better prices and better care."
In Praise of Barb Collura
She will always be Barb. The way Prince is Prince and Madonna Madonna.
And if you needed help starting a family, whether finding someone in your area code to talk through the stress of treatme…
https://t.co/DUmEUzjrfX
𝐀𝐒𝐆𝐂𝐓 𝟐𝟎𝟐𝟓: Physicians and scientists raced to make a bespoke gene editing therapy for an infant who urgently needed one in months - a first hand account by @kiranmusunuru. #ASGCT2025
Full video: https://t.co/4N4ODzTA66