Incredible #ASCO26 moment. Dr. Brian Wolpin, presenter of the daraxonrasib study, received a standing ovation DURING his talk after he stated the survival benefit for PDAC patients. It was sustained. Cheering. I have never see anything like it in the middle of a talk. $RVMD

This is amazing. We need so many more biotechs in the world to address these diseases.

Biology is one of the most interesting domains where I'm seeing AI being applied. @Convokebio is hosting a small event with lightning talks to introduce the space to a technical audience without a bio background. There's a few spots left, DM me if you'd like to be added.

I'm joining the OpenAI Foundation to lead the Life Sciences & Curing Diseases program. We're starting with three areas of grantmaking: * AI for Alzheimer's * Public Data for Health * Accelerating Progress on High-Mortality and High-Burden Diseases Time to get to work!

Going Founder Mode On Cancer centuryofbio.com/p/sid Sid Sijbrandij is a generational founder. He founded and led GitLab, one of the largest remote companies in the world, from idea-stage startup to NASDAQ-listed software giant. But in 2022, a six centimeter mass growing from his upper spine threatened to end all of that. He had cancer. What happened next is nothing short of remarkable. Sid went founder mode on his care journey. In the years since, he's deployed cutting-edge genomics to profile his disease. Based on this data, he's developed a growing armamentarium of personalized therapies. As a result, his disease is now undetectable. A simplistic version of this story could be, “Wow! A brilliant billionaire seemingly cured his cancer. Good for him!” But as I’ve gotten to know Sid, it’s become abundantly clear to me that there is more to the story than that. In an in-depth profile for The Century of Biology, I explore Sid's journey and what this might mean for the future of cancer care.

There's no guarantee that Kendall square is going to remain a biotech hub. Every 20-30 years or so a new industry has replaced the previously dominant one; before biotech it was AI, before that it was minicomputers, hard candy, and soap

Dave Ricks on @stripe's podcast is the best pharma exec interview I've listened to in a good while. My notes on the conversation, Lilly's DTC strategy, and how they're using the capital influx from GLP-1s to build a new type of pharma business model: atelfo.github.io/2025/12/07/…

Ask not why would you work in biology, but rather: why wouldn't you? owlposting.com/p/ask-not-why… openai/gemini gave this essay an A- for evocative imagery. claude gave it a C- for being emotionally manipulative. both are probably right. i feel a little sick re-reading it

Thinking about this paper again today as I try to get GPT-5 to clean up some overwrought code

Very proud of this episode of IDEA Collider, with Alex Telford @Atelfo, co-founder of @Convokebio... Real, deep insights into how AI is currently delivering value to pharma/ biotech... lnkd.in/e4tErw-W

🚀 Works in Progress Issue 20 is now live! · Sulphur dioxide as sunscreen for the Earth · Why science needs outsiders · How UVC light could eliminate the common cold · RIVERS ARE NOW BATTLEFIELDS · Repeating France's gigantic nuclear buildout Read it all at worksinprogress.co/ Sept — 2025. Chinese dams threaten the water of two billion people. Rivers are now battlefields. @ConnorTabarrok writes on how dams became a weapon of geopolitics, and how solar power could fight back. worksinprogress.co/issue/riv… Modern germicidal light can make indoor air safe at scale in the same way we have with water, says @GavrielKlw. The common cold and winter flu might soon be behind us: worksinprogress.co/issue/the… Volcanoes cool the earth by emitting sulphur dioxide. We may be able to stop the worst climate change by copying them and carefully injecting small amounts of sulfur into the stratosphere. worksinprogress.co/issue/sun… Antibodies are used to treat autoimmune diseases, cancers, infectious diseases, and snakebites. How can we make them even cheaper and more abundant, asks @Atelfo? worksinprogress.co/issue/how… Science needs outsiders to progress. But every institution we have set up in recent decades has been designed to protect incumbents and keep trespassers out. We need to change that. worksinprogress.co/issue/why… Plus: Why 'systems thinking' is mumbo-jumbo, and how we can copy France's magnificent nuclearisation. Only in Issue 20 of Works in Progress. worksinprogress.co/

Amazing... I subscribed to this this morning, and who should I see there? Posted today, @Atelfo! How to make an antibody Antibody therapies are four of the world’s ten best selling drugs. If they were cheaper, they could prevent millions of deaths from rabies, malaria, and dengue. worksinprogress.co/issue/how…

Monoclonal antibodies are still underrated as a drug technology and will likely be the next modality after small molecules to scale globally and make an impact on long-standing scourges like malaria and snakebite

Tech has produced several trillion-dollar companies. Biotech has produced none. If I were completely impartial to what disease I treat or what modality I use, could any of the existing company-building strategies create a trillion-dollar outcome? This essay is a set of musings on the mental models behind building successful biotechs, on what might get the industry off “hard mode,” and on why age-related diseases are probably pharma’s only real salvation - yet also the place where most of our existing lessons are of no use. (link in comments)

Congrats on the launch of most recent @_DimensionCap co @Convokebio! @Atelfo @okaymaged and @VelagapudiVikas are an incredible team building an AI operating system for life science. From data ingestion, to clinical insights, to program tracking, Convoke allows customers to build AI native workflows for their most important projects.

I'm extremely excited to be partnering with Alex Telford (@Atelfo), Maged Korga Ahmed, @VelagapudiVikas, @merobiotech, and team as they build @Convokebio! AI/ML tooling will undoubtedly supercharge biotech's ability to develop drug candidates more quickly and inexpensively than ever before. It will also create new bottlenecks. @Convokebio is uniquely positioned to tackle a different part of the biotech value chain: decision-making. From competitive intelligence to pipeline prioritization to clinical trial strategy, so much of successful drug development occurs outside of generative molecular design. Convoke aims to provide the underlying digital infrastructure to empower burgeoning biotechs and established pharma teams alike with next-generation capabilities for making these key decisions. If you're an engineer, scientist, or operator compelled to work on high-value AI/ML use cases in drug development, reach out to me or @Atelfo! If you're curious, but want to understand more about the information required to make these high-stakes decisions inside a biotech/pharma company, check out our recent whitepaper on Target Product Profiles: research.dimensioncap.com/p/…

Thrilled to partner with @Convokebio as they transform how biopharma knowledge work gets done. By unifying fragmented data automating high-stakes deliverables, Convoke is helping medicines reach patients faster. Excited to work with @Atelfo, Maged & Vikas on this important mission. kleinerperkins.com/perspecti…

Morning. On today’s show: – Chamath is SPAC – @petedejoy (Astronomer) Yes, that Astronomer – @marty_kausas (Pylon) on $31M Series B – @m_franceschetti (Eight Sleep) on $100M raise – @abude_al_asaad (Basic Capital) on $25M Series A – @derek_t_lo (Medallion) on $43M raise and CredAlliance – @atelfo (Convoke) on bringing drugs to patients faster See you all on the stream.