Sreedhar Vellas

MSAT, Tech Transfer and Global CMO Management

[Oded Rechavi @OdedRechavi]

A PhD's success depends more on the fit between the student, the advisor, and the lab than on the specific topic being studied (it barely matters at all).

Similarly, a lab's success depends more on how excited (or miserable) its researchers are than on the precise project they are working on (it could be virtually anything).

This information isn't in papers or in grant proposals, you have to ask the researchers.

[Andrew Dunn @AndrewE_Dunn]

NEW: The next gen of AI talent is overwhelmingly looking to tech & finance, not pharma.

It's about money, but it's also about more than pay.

Across dozens of conversations with PhDs, postdocs, and industry scientists at #ICLR2026, my latest:
https://t.co/horMCZIO9U

[Bruce Booth @LifeSciVC]

The return to prevalent diseases... Big is Beautiful.

LEK captures the evolution of the top 10 biggest drugs... 2010 all were prevalent, by 2015 most were rare/specialty, now swinging back again.

[Yair Einhorn @yaireinhorn]

This excellent 📊 by Stifel’s @timopler shows an unprecedented 1.2 trillion dollars firepower at the hands of the 18 biggest Pharma companies - $JNJ, $RHHBY, $LLY, $NVO, $NVS, $PFE, $AZN, $BMY, $GILD and more. The fact that all of these big Pharma companies are now facing a massive “patent cliff” 🧵👇- which is going to affect 40% of their total revenues over the next 6 years, combined with this unprecedented $1.2T “war chest” for BioTech M&A deals, suggests that we are only at the beginning of an exponential BioTech growth cycle! $XBI

[The Nobel Prize @NobelPrize]

BREAKING NEWS
The Royal Swedish Academy of Sciences has decided to award the 2025 #NobelPrize in Chemistry to Susumu Kitagawa, Richard Robson and Omar M. Yaghi “for the development of metal–organic frameworks.”

[JNM @JournalofNucMed]

Discussions with Leaders: Precision medicine is critical for the future of oncology. https://t.co/tgza3onwop

#NuclearMedicine #PrecisionMedicine #Oncology

[Praful Ravi @PrafulRavi1]

Does race impact outcomes to #LuPSMA? Pleased to share our multi-institutional retrospective study (N=650pts) looking at this Q published in Cancers: https://t.co/J55zI1zyjb

@DanaFarber_GU @HJacene @ThomasNgImaging

[JNM @JournalofNucMed]

Stakeholders of theranostics: An interview with Richard Zimmermann about the golden age of nuclear medicine. https://t.co/8opKwO8UVM

#NuclearMedicine #Theranostics #RPTherapy

[Michael Hofman @DrMHofman]

#VIOLET Study of Terbium-161 (Tb-161) Beta/Auger therapy @ASCO #ASCO25

First prospective trial of Terbium-161 in any tumour type
🟣 30 patient trial in prostate cancer. No dose limiting toxicities at highest level of radioactivity (7.4 GBq)
🟣 Very few side effects: 1 grade 3 lymphopenia, 1 grade 3 pain exacerbation. No grade 4. No dose delays.
🟣 PSA >90% response in 40%
🟣 Completed >6 months ahead of schedule

https://t.co/AQdZm6PKE7 in press @TheLancetOncol

🟣 Thanks to @ButeauJames @AzadOncology @pj_physics @LouiseKostos @MHaskali
🟣 Funding from @PCF_Science @pros_tic @PeterMacCC
🟣 Terbium-161 PSMA supplied from @Isotopia_Global

[Allen Brooks @afallenbrooks]

I'm excited to see this patent review on the development of FAPI imaging and theranostic agents published. Great work from Jason Witek, who led the project, and Prof. Scott @Scott_LabUM and Prof. Viglianti, who worked on the review with us.

https://t.co/n0LUBB08Tm

[Society of Radiopharmaceutical Sciences (SRS) @SocRadiophSci]

Join us before iSRS 2025 for a series of pre-symposium workshops on Sunday, May 11, from 9:15-16:45!

The first workshop “Alpha Emitters for the Curious and Cautious: Everything you Want to Know About Them but Are Afraid to Ask” will be from 9:15-12:00.

Hope to see you there!

[BowTiedBiotech 🧪🔬🧬 @BowTiedBiotech]

💼 PHARMA M&A IN 2025
A SIGNALS OF STRATEGIC SHIFTS

Recent biotech M&A reveals interesting trends:

🔹 $JNJ $14.6B acquisition of $ITCI, completed in Q4 2024, secures Caplyta (lumateperone) for schizophrenia and bipolar disorder, with potential expansion into depression treatments.

🔹 $GSK $1.15B investment in IDRx targets the late-stage cancer asset IDRX-42 for gastrointestinal tumors.

🔹 $LLY strategic acquisitions—Scorpion Therapeutics for up to $2.5B, focusing on STX-478 for breast cancer, and Morphic (closed Q3 2024) for inflammatory bowel disease (IBD) innovations—highlight a focus on high-value therapeutic areas.

These transactions share a common thread:

✅ A concentrated investment in neuro, oncology, and immunology,
targeting late-stage, high-potential assets

✅ A strategic response to impending patent cliffs to drive long-term revenue growth

✅ A leveraging of the industry’s estimated $1.3T in cash reserves amid increasingly favorable regulatory environments

✅ VC friends love how private biotech continues to be favored for M&A

We anticipate a continued reset of the rules of the playing field in 1H25, toward 2H25 the inevitability of pharma addressing LOE gaps will begin to materialize.

This Thursday’s market update you will not want to miss! We will comment on a key potential factor of the macro plan which enables all of this…we promise you have not heard about this….

Source: @BioKnow_News

[Marianna Tosato @mariannatosato]

✨Alpha Emitters and Where to Find Them! ☢️

Are you thinking about working with alpha emitters but unsure where to start? We are happy to share our "Alpha Atlas" − a global map of production centers and suppliers of alpha-particle emitters! 🌎

Link to the full version below👇🏻

[Metzler-Nolte Lab @NMNLab]

This work really started quite some years ago, but new insights and new collaborators gave this an exciting kick, so thanks @ChemEurJ for publishing our study on synergistic Au and doxorubicin anticancer activities!

[Andrew Pannu @andrewpannu]

Timing and size of LOEs for the top Pharma products by 2024E sales

A significant portion of current Pharma revenue comes from drugs with medium-term LOE risk (i.e. by 2028)

Some takeaways as we head into JPM:

[Brad Loncar @bradloncar]

The biotech report that @TimOpler's team at Stifel put out this afternoon is a banger. Some slides on China's impact to $XBI. 1/3 of external molecules brought in by big pharma are now coming from China (from 0 in 2019).

[Michael Hofman @DrMHofman]

THE HISTORY OF PSMA THERANOSTICS in this months @JournalofNucMed https://t.co/ScZiHnjMiE
I think the 2022 headline will be FDA approval of Lu-177 PSMA-617
@PCF_Science @soulehoward1 @AndreaMiyahira @pros_tic

[Michael Hofman @DrMHofman]

Should Lu-PSMA radiopharmaceutical therapy be used in earlier lines of therapy rather than after an ARPI or docetaxel?

@ASCO Daily News: https://t.co/r16OfOdgbR

@AzadOncology

[Paras Sharma @paras_biotech]

Sales of ADCs reached $10B+ in 2023 with 4 blockbusters

**AZ paid upfront $1.35B (total deal $7B) to Daiichi for Enhertu in 2019**