@SamDavisBio

Building CoFormBio https://xitter.cf/t.co/WL2biDcZjt | Ex-EQRx (exit), Ex-Scipher, Ex-Goodwin | China expert | ☘️ Celtics | 我叫王明 杰 | سام

 Los Angeles (via Boston)
linkedin.com/in/samadavis
Joined October 2010
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  • Followers1.6K
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OpenAI has entered the biotech chat.
OpenAI
@OpenAIOct 20
We’ve acquired Orchestra Bio, a platform that helps biopharma teams coordinate the complex process of drug development. Together, we’ll build on Rosalind, our AI models and tools for life sciences research, to streamline those operations and help new treatments reach patients sooner. Welcome @ashokaraj_ and team! openai.com/index/openai-to-a…

OpenAI acquires Orchestra Bio

OpenAI is acquiring Orchestra Bio to bring AI-powered operations to life sciences R&D, helping biopharma teams accelerate drug development and advance new treatments.

openai.com
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Exactly. Synergistic ≠ orthogonal.
Professor Oak
@Prof_Oak_Oct 20
Great exemplar for the ideal mAb co-formulation use case: (i) orthogonal, clearly additive biological axes; (ii) much harder for a bsAb to consistently saturate individual pharmacology of one soluble & one membrane-bound target simultaneously $ABBV $SYRE
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This! Co-formulation is the way (don't believe us - see $ABBV CEO note, see $JNJ see $SYRE. CoFormBio is first AI/SI immunology company focused on solving the efficacy cliff with rapid development combination therapies of validated targets with novel co-formulation IP, powered by our AI/SI engine, CoFormForge. It is not an afterthought/pivot or pipeline rescue strategy for us. It is our strategy. If you are a believer - drop a dm.
FierceBiotech
@FierceBiotechOct 19
AbbVie may have found a way to improve on its blockbuster Skyrizi. fiercebiotech.com/biotech/ab… $ABBV

AbbVie’s next-gen Crohn’s disease combo beats Skyrizi in phase 2 trial

AbbVie’s next-generation Crohn’s disease combination candidate has 

fiercebiotech.com
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Biotech: “we are pleased to announce an oversubscribed Series A financing for our 🇨🇳 licensed preclinical TCE” Tech:
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*i am aware that George Church is attempting to bring to life Jurassic Park, however
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Founders and builders - come bring your game #LATechWeek today at 3.
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We’re building an AIxBio company. The hard part is the biology. The operating model we are striving towards is new - it is what this Replit post describes - a small team running development, BD, legal, finance, and ops through agents instead of building a full headcount for each. xitter.cf/amasad/status/20778022…
Amjad Masad
@amasadJul 16

The Self-Driving Company

Article · @amasad
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You say AI, they say SI, Iambic says both in their prospectus.
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Said this - y’all being played statnews.com/2026/10/01/chin… @Jasonmmast @statnews
Sam Davis
@SamDavisBioJul 24
I cannot emphasize enough how much US management overstates the Chinese work ethic, 996 etc. I worked in Shanghai and HK for 4 years with the top semiconductor, biotech and tech cos and maybe true to some degree at the Foxconn, factory, fill finish facility - level, but China also has very strict labor protections that exceed even CA. On the flip side, we understate how lazy AF middle management and upper management is in the US.
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Hi VC friends - if you’re touring China for a VC wrapped newco play, cool, but when in-licensing an asset, check chain of title first: map inventors’ prior jobs against company founding and patent dates, demand executed assignments plus lab notebooks showing independent work, and search filings under their names. Basic KYC on founders often reveals overlapping employment at a direct competitor.
Adam Feuerstein ✡️
@adamfeuersteinSep 29
Beam Therapeutics $BEAM sues Chinese biotech, VC-backed startup, alleging theft of intellectual property statnews.com/2026/09/29/beam… via @ADeAngelis_bio @Jasonmmast

Beam Therapeutics sues Chinese biotech, VC-backed startup, alleging theft of intellectual property

The gene-editing company Beam Therapeutics is alleging that one of its scientists stole intellectual property and used it to co-found a Chinese company that made a deal with VC firms.

statnews.com
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25 years after the human genome, new drug targets are still scarce: Since 2000, 312 new targets have been added, an 84% increase, but that works out to only about 12–15 a year. Source: nature.com/articles/s41573-0…
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33M patients today diagnosed with moderate-to-severe immune-mediated and inflammatory diseases in U.S., EU5, Canada, Japan. Only ~10% achieve remission. My company, CoFormBio, is targeting AI innovation for the >90% where the need remains.
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My cofounder and I will be in SF next week for investor meetings for our AI x Bio immunology startup CoFormBio. Drop a DM if you’d like to meet.
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Sam Davis retweeted
a16z
@a16zSep 15
agency over pedigree
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“Quiet quitting” Be Bio, the B cell therapy startup which raised ~$300M across 3 rounds with $92M as recently as Jan ‘25, appears to have quietly shut down after failure in its hemophilia B lead program. Sad! hemob.org/resource-library/0…

Update on Be Biopharma’s BE-101 Trial — The Coalition for Hemophilia B

Be Biopharma has ended its Phase 1/2 BeCoMe-9 study of BE-101, an investigational cell therapy for hemophilia B.

hemob.org
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