think.patient
@ThinkPatient
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exp: smid and large cap biopharma, payer | interests: biotech, health policy, tech, investing, poker | not investment advice
Joined February 2013
RT @BiotechCH: On today’s #BiotechHangout, @MatteisPaul @SamFazeli8 @JMaraganore @soowannaway (Graig Suvannaveijh) discuss the $XBI & secto….
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RT @BowTiedBiotech: 1/ 🇨🇳💊 How China Changed the Rules of Drug Development….and What Founders Must Do About It 🧵. Biotech is no longer a sc….
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RT @doepke_michel: $CYTK endpoints. Really good data - it seems that Aficamten could be a better option than Mavacamten (Camzyos). I guess….
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RT @STL_Biotech: $ABVX. ADAR1 with a nice write up in WSJ today . Shares of an obscure drugmaker skyrocketed by over 580% in one day. Here….
wsj.com
Results of a Paris company’s late-stage drug trial helped turn things around for healthcare-focused funds, which struggled in the first half of the year.
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RT @plainyogurt21: $CYTK . This is why you can’t rely on KOL opinions pre data. Now that MAPLE is out, everyone’s views will shift. Imo, th….
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RT @N3sOnline: @aaditsh actual source: 3blue1brown notes from this video:.TRANSFORMER FUNDAMENTALS.1. GPT stands f….
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RT @JohnNosta: We’ve all seen the Dunning–Kruger curve—when confidence soars, reality crashes, wisdom finds its way back. 👉AI is amplifyin….
psychologytoday.com
The AI tools that make us sharper today may leave us less capable when they’re not there.
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At the 22 min mark, @BiotechCH talks about the relatively great biotech stock performance of companies w/ successful product launches. Good listen. Revenue today >>> future revenues especially when cost of capital is high and reg uncertainty persists. Stocks on my radar that.
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As $ALNY touched $400 today, it’s good to look back at the history of RNAi which was written off in the early days. Biotech investing is not a straight line up, and there were many ups and downs on the way to 50B MC.
Back in 2014, Novartis ditched its RNAi research, giving the lead scientist the first "courage award" for stopping bad projects!🤦♂️. Novartis ex-CEO Joseph Jimenez said at the time, "One of the reasons why spending in the pharmaceutical industry is so high is that many scientists
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sounds promising for gene therapy companies that meet many of these priorities $BEAM $NTLA $PRME.
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This isn’t about cutting corners. CNPV keeps the FDA’s gold standard for safety & efficacy, while modernizing review pathways to meet today's biggest health threats.
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How it works:.✔️ Companies apply to join.✔️ Need to meet 1+ priorities outlined above.✔️ If selected, they receive a voucher.✔️ That voucher grants:.— Enhanced FDA communication.— Rolling review.— Team-based “tumor board” style assessments.— Accelerated approval (if eligible).
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Program Priorities.-Addressing a U.S. public health crisis. -Delivering more innovative cures for the American people. -Addressing a large unmet medical need. -Onshoring drug development and manufacturing. -Increasing affordability (MFN or cost offsets).
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Announced in June 2025, the CNPV pilot is a bold step to fast-track therapies that align with critical U.S. health priorities. Think: faster cures, stronger supply chains, drugs that can reduce healthcare resource utilization, and broader public health impact.
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🚨 Big news from @US_FDA: A new pilot program could cut drug & biologic review times from 10–12 months to just 1–2 months. Meet the Commissioner's National Priority Voucher (CNPV) program. 🧵👇.
Today, I am pleased to announce that companies may now submit statements of interest for participation in the Commissioner's National Priority Voucher pilot program, which offers drug developers enhanced communication throughout the development process and dramatically shortens.
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RT @DrMakaryFDA: Today, I am pleased to announce that companies may now submit statements of interest for participation in the Commissioner….
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Why are scam recruiter texts so obvious? It’s just matter of time before scammers use genAI to sound like a real recruiter using LinkedIn data.
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$TGTX Posted a mgr/sr mgr reg submission role last week. Also 3 open field roles (2 reimbursement and 1 sales). Good signs for a growing company.
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RT @unusual_whales: Nvidia, $NVDA, CEO: “It's not likely that you'll lose a job to AI. You're going to lose the job to somebody who uses AI….
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