Biotech investor, operator & BD | Drug development | EIR @MSKCancerCenter | 🦋 rubensebas.bsky.social
Joined June 2011
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Servier to acquire Edgewise muscular #dystrophy business for up to $2.65 billion
Includes sevasemten, an oral first-in-class fast skeletal myosin inhibitor. Currently in a pivotal cohort in Becker, and in Ph2 in #Duchenne
Proud holder $EWTX!
prnewswire.com/news-releases…
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Personalized neoantigen mRNA vaccine (intismeran autogene) 5 year follow-up in metastatic melanoma reduced recurrence and death by 49% (on top of Keytruda)
#ASCO26 $MRK $MRNA
merck.com/news/moderna-and-m…
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May 31
This is why we do what we do! Foundational research leads to novel medicines for the benefit of our patients. Congrats $RVMD, Brian Wolpin, @EileenMOReilly and everyone involved!
Today is a day to celebrate science, drug development and biotech! #ASCO26
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Apr 27
Lilly to acquire Ajax for up to $2.3B. Its lead program (AJ1-11095) is a once-daily oral first-in-class type II #JAK2 inhibitor
Great story for the NYC #biotech ecosystem! Kudos to the founding scientists from @MSKCancerCenter, @nyuniversity & Schrodinger
prnewswire.com/news-releases…
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Apr 27
Great news from Oruka $ORKA! ORKA-001, half-life extended IL-23p19 mAb, achieved 63.5% PASI 100 at week 16 in a Phase 2a #psoriasis trial
ir.orukatx.com/news-releases…
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Apr 20
We’re witnessing impressive advances in pancreatic cancer! A pancreatic cancer mRNA vaccine shows a very strong and durable immune response in a Phase 1 trial. New 6-year data are being presented today at #AACR2026 @MSKCancerCenter
nbcnews.com/health/cancer/pa…
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Apr 20
Lilly to acquire Kelonia to advance in vivo CAR-T cell therapies for $3.25 billion upfront and up to $7 billion
Kelonia's lead program is an i.v. gene therapy that generates anti-BCMA CAR-T cells in vivo and is currently in Ph1 for r/r multiple myeloma
investor.lilly.com/news-rele…
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Mar 25
What a few days of M&A activity, with good friends involved.
- Today: Merck to acquire Terns (allosteric TKI, leukemia) for $6.7B
- Monday: Gilead to acquire Ouro (BCMA TCE, I&I) for $2.2B
- Last week: Novartis to acquire Synnovation’s SNV4818 (PI3Ki, breast cancer) for $3B
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Feb 12
Belén Garijo, departing CEO of Merck KGaA, will take the helm at Sanofi as its new CEO starting in April 2026
sanofi.com/en/media-room/pre…
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Jan 17
European biotech Agomab files for a Nasdaq IPO.
Will we see a surge of news post #JPM26? 🤔
bloomberg.com/news/articles/…
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Jan 12
Eikon joins the IPO queue after raising over $1B in private funding since 2019 #JPM26
Aktis (now $AKTS) raised $318M in 2026’s first biotech IPO last week. Predictions for 2026 biotech IPOs are in the 30-40 range
biopharmadive.com/news/eikon…
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Jan 12
Another deal coming from $NVS this morning #JPM26
Novartis has entered into a worldwide license agreement with PepLib for an undisclosed peptide-based radioligand therapy asset
$50M upfront undisclosed milestones/royalties
peplib.com/news_detail/47.ht…
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Jan 12
NVIDIA $NVDA and Lilly $LLY are all-in on AI powered drug discovery #JPM26
investor.lilly.com/news-rele…
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Jan 12
SciNeuro and Novartis $NVS enter into a licensing and collaboration agreement for next-gen therapeutics to treat #Alzheimers
Amyloid beta targeted antibody program with a proprietary BBB shuttle technology
$165M upfront and up to $1.5B total deal #JPM26
prnewswire.com/news-releases…
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Jan 12
AbbVie $ABBV and RemeGen announce exclusive ex China licensing agreement to develop a PD-1/VEGF bispecific antibody for advanced solid tumors
$650M upfront and up to $4.95B total deal
#JPM26 news is cautiously warming up
news.abbvie.com/2026-01-12-A…
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NRG Therapeutics is now a clinical-stage company! First participants dosed in the FIH trial of lead candidate NRG5051 developed for #ALS and #Parkinsons
This great news comes with the tailwind of the oversubscribed Series B we backed last summer. #JPM26
nrgtherapeutics.com/news/22/…
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8 Sep 2025
Thrilled to have contributed to the oversubscribed $67M Series B round of NRG Therapeutics
NRG is pioneering first-in-class therapies targeting #mitochondrial dysfunction for the treatment of devastating #neurodegenerative diseases #ALS and #Parkinsons
globenewswire.com/news-relea…
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What a year for Aboleris Pharma, now reporting the first patient dosed in Part II of its Phase 1 study of ABO21009, a first-in-class anti-CD45RC mAb for rheumatoid arthritis and other #autoimmune diseases.
Flawless clinical execution by the team! #JPM26!
prnewswire.com/news-releases…
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