Bo Hbond

Drug discovery - peptide/protein/antibody; Medical/Cell imaging; Ex-Product/Engineering@Facebook,Oculus,Google; CS@Stanford

[Yingcheng Charles Wu @Charles_Y_Wu]

LabOS today goes into LabClaw🦞

Today we embedded Stanford LabOS AI-XR co-scientist into LabClaw with OpenClaw🦞 —
turning it into the unified skill layer for biomedical AI agents and world model.

No more separate systems.
One install.
Full Wet-lab + Dry-lab execution with XR.

https://t.co/CydO4zbQyk

#LabClaw #Claw #LabOS #OpenClaw #AIforScience 🦞 #Stanford #Princeton

[BiopharmIQ by Amp @BiopharmIQ]

$INSM
✅ FDA approves BRINSUPRI™ (brensocatib)

» first & only treatment for Non-CF Bronchiectasis (NCFB) 🫁

» Addresses ~500k U.S. patients
with this chronic, progressive lung disease

» 10 mg & 25 mg oral, once-daily doses
for adults & kids ≥12 years

» First-in-class DPP1 inhibitor
targeting neutrophilic inflammation

» Available via specialty pharmacy network; Rx only

» Insmed hosting investor call today @ 12 PM ET

See image for details 👇

[Arc Institute @arcinstitute]

Register today for the Virtual Cell Challenge and use AI to solve one of biology’s most complex problems.

Announced in @CellCellPress, the competition is hosted by Arc Institute and sponsored by @nvidia, @10xGenomics, and @UltimaGenomics.

[David Li @davidycli]

** biotech's broken business model and what to do about it **

We are now in year 4 of a biotech bear market

The key driver of negative sentiment? Biotech public markets sentiment refuses to recover

Since Dec 2022 to today, Nasdaq is up from 10,400 -> 19,400, or 85%+
XBI went from 83 to 82.38 as of Friday, or down ~1%

Simply put, biotech is no longer a "risk-on" public markets sector. Generalist funds ie true "risk-on" capital have fled biotech.

Where has this capital gone?

Largely it has been sucked into the "AI moment". Since ChatGPT launched in Nov 2022, Nvidia is up 750% and Mag7 in total gained **$10.5 trillion** in market cap (or more than 2x more than the entire capitalization of all of biopharma sector)

The mother of all innovation waves has sucked away pretty much every generalist dollar, and for good reason. AI high flyers such as PLTR, CRWV, DUOL etc are growing revenues, users and profits at more than 50%+ yoy on billion dollar top lines and highly efficient margins, with no end in growth in sight (some are actually accelerating growth rates)

You might argue these are heated valuations but the financials don't lie. When was the last time we saw a massive company compound billions of profit / FCF at a double digit % yoy?

In fact, Coatue's recently released East Meets West state of AI 2025 report argues that we are still in early innings of AI wave, a la 2011 or so in SaaS wave - ie another 5-10 years to go

What does that mean for biotech?

XBI continues to face an uphill battle for "risk on dollars".

An anemic public markets means earlier stage VC dollar deployment continues to be sluggish, with no "fomo" permeating the market

VC mega rounds around established management teams continues to be the norm.

The central problem: biotech biz model funds teams to go after essentially one product per company (because let's be real, even "platform" biotechs funded by traditional life sci VCs are only protecting one lead asset). Fundamentally one product at a time means ROIC is capped at 5-30x (if the drug works)

The upshot: until this single shot biz model changes and true platforms emerge, biotech will keep losing out for public markets dollars in the age of AI. The industry will keep trading sideways.

How does this biz model change?

The answer is murkier. Drug discovery per drug (esp clinical trials) needs to get cheaper by 5x+. Probability of success per program needs to increase 5x+. These feel like table stakes for platform companies to have a fighting chance to exist

AI is beginning to help on both fronts - but even most optimistic AI believers will concede meaningful needle changing impact will take years more. These are hard problems

Likely outcome - the short term not much changes.

**But** let's not forget technology compounds non linearly. We generally over-estimate how much changes in the short term, and underestimate the long term.

Like pretty much all technology curves, nothing much changes, until it does.

[Fei-Fei Li @drfeifei]

Drum roll 🥁 @StanfordHAI ‘s annual #AIIndex2025 is out! This is one of the most trusted annual reports on the state of AI globally. Everyone interested in AI should read this!

[Breakthrough @brkthroughprize]

David Liu wins the Breakthrough Prize in Life Sciences for developing gene-editing technologies, including a "molecular word processor" that can find and replace whole sequences of DNA. His tools are already impacting diseases including cancer. https://t.co/OSDzo6jeS7
@broadinstitute @HHMINEWS @Harvard

[Demis Hassabis @demishassabis]

Thrilled to announce @IsomorphicLabs has raised $600M to turbocharge our mission to one day solve all disease with the help of AI.

I've long felt that improving human health is the most important thing we can do with AI & today marks a big step towards a new era of drug discovery.

[Sam Altman @sama]

!!

[Bo Hbond @tczb]

@DouglasYaoDY AI agent behaving like a scientist plus automated robotics to do wet lab experiments (which already exists today) - this direction should be promising ?

[Sam Altman @sama]

deepseek's r1 is an impressive model, particularly around what they're able to deliver for the price.

we will obviously deliver much better models and also it's legit invigorating to have a new competitor! we will pull up some releases.

[Sam Altman @sama]

here is o1, a series of our most capable and aligned models yet:

https://t.co/yzZGNN8HvD

o1 is still flawed, still limited, and it still seems more impressive on first use than it does after you spend more time with it.

[The Culturist @the_culturist_]

This 600-year-old painting is one of the most mysterious in history.

That mirror at the back is just 3 inches wide — yet it reflects the entire room in immense detail.

Look closer at it and you'll realize nothing is as it seems… (thread) 🧵

[TechCrunch @TechCrunch]

In case you missed today's #GoogleIO keynote presentation, we summed it up for you

[AI at Meta @AIatMeta]

Introducing Meta Llama 3: the most capable openly available LLM to date.

Today we’re releasing 8B & 70B models that deliver on new capabilities such as improved reasoning and set a new state-of-the-art for models of their sizes.

Today's release includes the first two Llama 3 models — in the coming months we expect to introduce new capabilities, longer context windows, additional model sizes and enhanced performance + the Llama 3 research paper for the community to learn from our work.

More details ➡️ https://t.co/nFll4exicO
Download Llama 3 ➡️ https://t.co/Ps0OAHt0RR

[Elon Musk @elonmusk]

Whoa, I just realized that raising a kid is basically 18 years of prompt engineering 🤯

[Bo Hbond @tczb]

@ieeeICIP When will you link all the workshop websites from the main website?

[Institute for Protein Design @UWproteindesign]

Register today for this free @SynBioBeta event: https://t.co/vQRHTH9y6N

[SpaceX @SpaceX]

Watch Starship's third flight test https://t.co/1u46r769Vp

[#CVPR2026 @CVPR]

The list of #CVPR2024 workshops is now available!

https://t.co/vj7uSeBYqT

[Bo Hbond @tczb]

@paolorotaphd When will you announce the call for paper info? Thanks