Professor Oak
@Prof_Oak_
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Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
Joined December 2020
“All droughts end with a flood” $XBI $BBC
It’s been one of the single largest days for FOPO deal activity in biotech history. Dec 9, 2025. $2.5B+ being raised. 7 deals. Other big days: May 28, 2020. $2.0B. 5 deals May 18, 2020. $2.6B. 6 deals Jan 22, 2020. $1.3B. 7 deals Jan 6, 2016. $1.2B. 9 deals
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+100% later, still don’t have to make it more complicated than it is $SNDX
I was in the $SNDX presentation. The Revuforj frontline combination AML data were very well received. #ASH25
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I can personally vouch for a dozen of these - from the genius silverware storage, to the perfect leggings with 70+ reviews, to the hands-down best pillows on earth.
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On AlphaFold's 5th anniversary, some remarkable metrics on its utilization & impact 40,000 citations and counting, spanning a broad range of disciplines, generated by more than 3 million users worldwide Truly a before and after moment for science
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Great news. H.R. 1262, the Give Kids a Chance Act of 2025, passed the House - renewing FDA priority review vouchers and funding for rare pediatric disease research through 2029 to incentivize the development of treatments for childhood cancers and other conditions. Treatments
The House passed H.R. 1262 by voice vote.
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Cantor's (more comprehensive) 1H26 catalyst watchlist $XBI $BBC
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TD Cowen's top catalysts with expected stock moves through February '26 $XBI $BBC
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Beautiful work, beautifully summarized
The model of gene expression taught in school is highly misleading! Transcription factors are proteins that bind to DNA and then help repress, or activate, the expression of genes. Cells have hundreds of different types of transcription factors, each tuned to regulate different
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Rest in Peace, Molly Heartbreaking. In a year that’s been very good to many, to lose two wonderful humans and pillars of our community is a stark reminder of what actually matters. Hope everyone can take a step back, hug their family, and touch some grass this Thanksgiving
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Alright, who’s building the AI customer service agent for drug regulation?
Today we’re announcing a “meeting minute clarification opportunity” which gives companies an opportunity to get a quick post-meeting clarification within just 3 days. https://t.co/ceZwkxX29M
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Altimeter and Bezos Guess the generalists are back
Today we’re announcing $106M in new funding led by Altimeter Capital and Bezos Expeditions. This brings our total to $150M to scale our frontier AI models which make biology programmable. Our frontier models have generated functional proteins (Nature Biotech, 2023), created the
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Where is August Alsina? His Rise Was Followed By Scandal
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Parle Mag - The Voice of The Culture, bringing you the latest in lifestyle, entertainment, and culture.
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Over past 25 Years, new #biotech bull markets have been signaled by rare impulsive breadth thrusts that see the Percent of bios above 200-DMA surge from 10% or less to 80% within 6 months. At a 73% currently we are nearing 80% threshold ONLY seen during new bull markets &
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This is the 2nd mainstream tech podcast @EliLillyandCo CEO Dave Ricks has done in the past month or so (he also went on @theallinpod). He’s really the first Pharma CEO I can think of who has broken into the mainstream zeitgeist. Great ambassador for the field and hopefully a
Tomorrow on Cheeky Pint: Dave Ricks of @EliLillyandCo, the $800b pharmaceutical giant, joins @patrickc and me to talk about drug development, how Eli Lilly does R&D, and GLP-1s upending the pharma market.
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Earnings PR confirms $BEAM ~17% FD O/S of Orbital, implying ~$250M proceeds upon closure
And yes, $BEAM was -5.5% today despite Orbital effectively substituting for a follow-on. Here's how I got there: Aug 9, 2023, SEC correspondence notes $BEAM FD O/S of 31.5% pre-Series A PitchBook puts Orbital's Series A post at $702M - may not be perfect, but probably close.
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The neo-epitope model is my working hypothesis, fwiw $NTLA If true, extrapolation of typical indel distribution suggests delayed liver tox should be rare, potl. reaching clinical significance only in certain demos or for specific targets (note: >0% may still be too high!) Of
Since Intellia’s CEO said, “our current thinking is that that’s most likely to be tied to the specific gene target,” after more discussions and reflection, a few additional revisions: Other possible mechanism: The week-3 timing also aligns with a rare indel-derived neo-epitope
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ADARxAGO2 bifunctional oligo concept is very cool Excited for yet another $WVE cycle: unbelievable (unreal??) preclinical data, another RA PIPE, endless pump from Paul, & inevitable clinical disappointment. What a treat We're still in Stage 3 for INHBE & ADAR, by the way
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Like, good for Bob, arch and $mtsr but the fact that the two 30+ yr cardiometabolic leaders are so desperate to spend $10B for what metsera in-licensed from Imperial Science and Korea and built over the last 24 months with $200M in dev speaks volumes about Big Pharma
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Quite a ride from the $5 lows following the 2023 SAE to a $72 acquisition ~2 years later $RNA $NVS Long-time core holding of mine. Great deal at a great price, but bittersweet - $RNA had the makings of an $ALNY, $ARGX, etc.
No idea, but the timing is right. Fundamental overhangs have largely cleared, leaving $RNA a very clean story (1) $DYN pivot cemented first-in-class status in DM1 (2) Ph3 is v high POS & well-powered for secondaries, likely resulting in a superior label at launch (3) Non-TfR1
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For those in Chicago, let me know what catches your eye! #ACR25 (10/10)
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The latest Microsoft Research Forum episode is now available on-demand. Explore purposeful research and its real-world impact.
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