Great fireside chat with @JohnCarreyrou - really interesting point about “noble cause corruption”
Back Bay analyzed companies involved in neoantigen therapy development for our latest white paper - we take a close look at therapies using bioengineering to make new cells in the lab, machine learning to develop personalized treat…lnkd.in/ggQhfeN lnkd.in/gFMA5Jx
Looking forward to seeing what @melindarichter at @JLABS is bringing to China xitter.cf/melindarichter/status/…
Are we in #China ..? Heck ya! @JanssenGlobal has both R&D and manufacturing plus we have @JNJInnovation and @JLABS in Shanghai ...and we’re doing another big announcement in Shanghai next week @CESAsia ...stay tuned! @endpts @JohnCendpts #BIO2018
Kristen Overly retweeted
This CRISPR news is totally normal in the context of new technologies, biotech, stops and starts, background volatility, etc.
I just wonder if generalists who have been piling into the stocks know that it's still preclinical and are prepared for all of the above ups and downs.
Kristen Overly retweeted
Huge amount of M&A capacity on "lazy" balance sheets of Big Pharma: With total EV of $3tn, Top 20 players have $460B in deal capacity without factoring leverage capacity of target or synergies, according to Geoffrey Porges at Leerink.
Kristen Overly retweeted
Neuroscientists say they have transferred a memory from one snail to another via injections of RNA, a startling result that challenges the widely held view of where and how memories are stored in the brain. buff.ly/2ICB8wG
Kristen Overly retweeted
Regardless of who directly pays (individual, insurer, or govt), all costs are indirectly borne by the American people. Any proposal that doesn't get at total spend is worthless at addressing the primary issue.
Forget about greed, President Trump: the villain responsible for high drug prices is inefficiency - endpts.com/forget-about-gree…
Kristen Overly retweeted
Warren Buffett, Charlie Munger, and Bill Gates all said they see China as a cheaper more interesting place to invest this morning.
Would like to see how sustainable this growth turns out to be xitter.cf/bradloncar/status/9907…
Kristen Overly retweeted
Factbox - Who are Hong Kong's top biotech IPO hopefuls? reut.rs/2Fsm5A1
Kristen Overly retweeted
Last week, #biotech industry raised $590.2M, bringing to $32.5B
the total raised YTD in 2018.
This came out in our most recent weekly @BioCentury report: biocentury.com/user/back-iss… (subscription access required).
Not a subscriber? Click for free trial: biocentury.com/subscribe/tri…
Kristen Overly retweeted
This was a crystal clear takeaway from when I visited China. Maybe they are out there, but I didn’t meet one company that was still considering a Nasdaq listing now that HKEX has opened up. uk.reuters.com/article/us-ho…
Interesting insights into typical arguments about why, for example, women only occupy 10% of biotech board positions
cen.acs.org/articles/96/i10/…
Kristen Overly retweeted
Look at factors such as IPOs and investment versus cost. Don’t Leave the Highly Prevalent Chronic #Diseases Behind buff.ly/2HLbpz6
Manufacturers of orphan drugs now will have to pay double the taxes with the new reform - will this push relevant R+D into big multinational pharma companies and reduce innovation in smaller startups? commercial.jpmorganchase.com…
Kristen Overly retweeted
Amazing chart $AVXS. It has been a surprisingly steady climb with little volatility for something as emerging as this. Congrats longs, great news for the gene Tx field.
Kristen Overly retweeted
How could a Hong Kong ( @HKEXGroup ) listing help Moderna secure its $7B valuation? Find out in @BioCentury biocentury.com/biocentury/fi…
