The protein design field keeps making progress with AI models creating antibodies that look more and more like drugs
Nabla Bio's newest model results include high binding affinities, full-length antibody designs, + passing developability criteria:
https://t.co/1LWkCGZW1B
Excited to share JAM-2, the first model capable of push button design of drug-like antibodies. We're pushing JAM-2 to it's absolute limits in the lab and with our pharma partners - super hard targets, multispecifics, immune-stealthy biologics, and parallel de novo design against many targets at once. Stay tuned!
What we think about IRR…We only calculate it for investors. We don’t care. You can’t spend it. Cash on cash is THE only thing that matters. And we really don’t model returns. Is fantasy. NPV-super silly. Linked option theory maybe. Disrupt the dogma—equals returns.
Congrats to the Resilience team and to new partner Oak Hill Advisors for up to 825M financing. Resilience, 2.0 version, is now a streamlined CDMO, and can profitably drive domestic bio-manufacturing.
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@dualentry has raised a $90M Series A from @lightspeedvp, @khoslaventures and @GVteam, bringing our total funding to $100M to date.
18 months ago, we decided to build the ERP that makes sense for today.
AI already changed Sales, Engineering, and Legal. With DualEntry, CFOs finally have the modern ERP they deserve.
In the last 18 months we’ve:
- shipped 350+ features
- processed $100B+ worth of journal entries with AI
- saved businesses 1000s of hours on implementation
- onboarded 1000s of users across all continents
- built the world’s most powerful migration engine for a 24-hour ERP implementation
Our customers range from high-growth startups to NYSE-listed companies. They close the same day, report in real time, and achieve more with leaner teams. Since switching to DualEntry, one of our customers can run $140M ARR with just 1 controller.
Excited to keep building the ERP for the AI age 🚀
Retweet + comment “free migration” and I’ll send over all you need to go live in 24 hours with NextDay Migration.
If you want more long-term money to fund the riskier, pre-revenue platform technologies (biotech cures, fusion, de-carbonization, novel AI), drop the cap on QSBS (zero capital gains), and expand the exemption to $500 M, and let pre-product R/D companies be able to trade or sell their NOL’s. Huge inflows into R/D and companies can finance more. Require reciprocal disclosure of short and long positions in public companies to close the secret short-selling loophole. This re-invigorates long term inflows. Require universities to charge same overhead for everyone if they take federal money, so money also flows into university partnerships.
50+ step-by-step AI Agents and RAG tutorials to build real-world AI applications (100% Free with Opensource code).
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https://t.co/8vLRMxgi6R
In my 40 years of biotech, I was waiting to see this result. Never before have transplanted cells survived normal immune response without immunosuppression. Excited for patients, many whom I know see hope today for a possible cure for many diseases. https://t.co/ijzuyabvDV
Thank you Rahul Singhvi for taking a risk as founding CEO of National Resilience as we built an American bio manufacturer. And thanks for helping to recruit Bill Marth, who moves from President to CEO, as we move to the execution phase, focused on customers and profitability.
Four years ago, I had the great privilege of being entrusted with building and leading @IncResilience. Grateful to every Resilience employee and our Board for their dedication and support to our mission. Happy to pass the baton to Bill Marth.
https://t.co/CkobcWo9mD
Vamos, @RafaelNadal!
As you get ready to graduate from tennis, I’ve got a few things to share before I maybe get emotional.
Let’s start with the obvious: you beat me—a lot. More than I managed to beat you. You challenged me in ways no one else could. On clay, it felt like I was stepping into your backyard, and you made me work harder than I ever thought I could just to hold my ground. You made me reimagine my game—even going so far as to change the size of my racquet head, hoping for any edge.
I’m not a very superstitious person, but you took it to the next level. Your whole process. All those rituals. Assembling your water bottles like toy soldiers in formation, fixing your hair, adjusting your underwear... All of it with the highest intensity. Secretly, I kind of loved the whole thing. Because it was so unique—it was so you.
And you know what, Rafa, you made me enjoy the game even more.
OK, maybe not at first. After the 2004 Australian Open, I achieved the #1 ranking for the first time. I thought I was on top of the world. And I was—until two months later, when you walked on the court in Miami in your red sleeveless shirt, showing off those biceps, and you beat me convincingly. All that buzz I’d been hearing about you—about this amazing young player from Mallorca, a generational talent, probably going to win a major someday—it wasn’t just hype.
We were both at the start of our journey and it’s one we ended up taking together. Twenty years later, Rafa, I have to say: What an incredible run you’ve had. Including 14 French Opens—historic! You made Spain proud... you made the whole tennis world proud.
I keep thinking about the memories we’ve shared. Promoting the sport together. Playing that match on half-grass, half-clay. Breaking the all-time attendance record by playing in front of more than 50,000 fans in Cape Town, South Africa. Always cracking each other up. Wearing each other out on the court and then, sometimes, almost literally having to hold each other up during trophy ceremonies.
I’m still grateful you invited me to Mallorca to help launch the Rafa Nadal Academy in 2016. Actually, I kind of invited myself. I knew you were too polite to insist on me being there, but I didn’t want to miss it. You have always been a role model for kids around the world, and Mirka and I are so glad that our children have all trained at your academies. They had a blast and learned so much—like thousands of other young players. Although I always worried my kids would come home playing tennis as lefties.
And then there was London—the Laver Cup in 2022. My final match. It meant everything to me that you were there by my side—not as my rival but as my doubles partner. Sharing the court with you that night, and sharing those tears, will forever be one of the most special moments of my career.
Rafa, I know you’re focused on the last stretch of your epic career. We will talk when it’s done. For now, I just want to congratulate your family and team, who all played a massive role in your success. And I want you to know that your old friend is always cheering for you, and will be cheering just as loud for everything you do next.
Rafa that!
Best always, your fan,
Roger