CEO @GeminiThera. Previously: founder/CSO @GeneWEAVE (acquired @Roche) and @EndpointHealth, visiting partner @YCombinator. ¬σαφές δόκος ἔλεγχος διόρθωσις

Joined November 2007
166 Photos and videos
Today @GeminiThera announced two #ASCO26 analyses of aldoxorubicin, an investigational albumin-binding prodrug of doxorubicin. Doxorubicin is one of oncology’s most important drugs, but tumor delivery and cumulative cardiotoxicity limit what clinicians can do with it. Aldoxorubicin asks whether that same payload can be delivered differently. The ASCO analyses support that rationale from two complementary directions: higher tumor exposure than doxorubicin in human tumor-biopsy and preclinical datasets, and better preservation of cardiac function in randomized soft tissue sarcoma studies despite approximately 3.5-fold higher cumulative doxorubicin-equivalent exposure. Gemini Therapeutics’ mission is to advance aldoxorubicin toward becoming an option for patients as quickly as possible, guided by the substantial clinical, pharmacokinetic, and safety data generated to date and by the goal of identifying where aldoxorubicin’s differentiated exposure profile may matter most for patients.
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I have a patient with glioblastoma who got halfway through a clinical trial and was seeing great results, only to have his treatment ceased when the trial stopped. He then spent $10,000 of his own money trying to use Expanded Access, and was denied. Now, accessing treatment through Montana's SB535 is his last hope. There are biotechs and manufacturers willing to provide treatment, but only if we can get guarantees they won't be punished by @US_FDA for doing so. I'll be in Washington D.C. with him on the 19th and 20th of this month, if anyone reading this would like to help, please tag your Senator and House Rep and ask them to make some time to meet with us.
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Outdated regulation is holding back the biotech revolution. But this failure is New Hampshire's opportunity. Two bills by @KesselringSteve and @cole4nh will take the best pro-biotech laws from other states and adapt them to NH. @RepKeithAmmon and Dylan Livingston explain:
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He was diagnosed with rare bone cancer. He exhausted the standard of care: surgery, radiation, chemotherapy. There were no viable trials for his case. No approved treatments. No doctor willing to promise any potential for hope. That’s where most journeys end. Not his.
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Ep. 107: Sid Sijbrandij On Beating Cancer with First Principles, n = 1 Personalized Treatments and Special Access Regulatory Pathways infinitacitytimes.com/p/ep-1…
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Replying to @rtnarch
A great first step, but there is an easy way to do much more - create a post-phase-1 pathway and have a more flexible, state-led model. What the FDA needs to do here would fit on 2-pages of policy guidance. x.com/NiklasAnzinger/status/…

This is making the rounds, and it's great - but we need to go much further to stay competitive with China: They key is to let states do it, the FDA just needs to create acceptance for state-led programs. - New Hampshire's HB1734 creates the option for private/non-profit/independent scientific review boards (like IRBs) to apply regulatory frameworks for phase-1s or equivalent (like Australia CTN). Federal rules would prohibit actual phase-1/INDs to be conducted this way, but if the FDA just issues guidance to accept such trials this would unleash state innovation. Everyone wins: the FDA already accepts Australia's trials, and this way those can just be brought into the US territory. By doing it through states, no federal law needs change. - Montana's SB 535 and New Hampshire HB 1734 allow for post-phase-1 "right-to-try 2.0" access. The key is that they're a) very broad, any patient qualifies instead of required proof they die in 6 months, and b) the provider has better monetization options. Again, we're already doing that: a) off-label drugs have just passed a phase-1 but not proven efficacy, b) right-to-try is federal policy and the moral case for patients is obvious. This creates a whole alternative pathway post-phase-1 that gives biotechs many more options to innovate. Montana & New Hampshire are creating oversight mechanisms that ensure safety but are administered more efficiently through scientific review boards (which again have oversight by state health departments, i.e. if there are bad actors their licenses can be revoked). Again, everyone wins: through these official state pathways there is less grey market for stem cell clinics and these programs could collect outcome data that improves official INDs for approval by the FDA. These state frameworks, including also e.g. Utah, Florida, Texas are genuinely innovative. @FDA @DrMakaryFDA need to create recognition for state frameworks, so there is clarity about federal-state legal conflicts - otherwise these programs will attract grey markets (larger, credible players need clarity). This is much simpler than federal-level changes, and unleashes decentralized regulatory innovation. @sytses @RuxandraTeslo @cremieuxrecueil @ATabarrok @dr4liberty @zachweinberg @patricksmalone @GraniteBio
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This is making the rounds, and it's great - but we need to go much further to stay competitive with China: They key is to let states do it, the FDA just needs to create acceptance for state-led programs. - New Hampshire's HB1734 creates the option for private/non-profit/independent scientific review boards (like IRBs) to apply regulatory frameworks for phase-1s or equivalent (like Australia CTN). Federal rules would prohibit actual phase-1/INDs to be conducted this way, but if the FDA just issues guidance to accept such trials this would unleash state innovation. Everyone wins: the FDA already accepts Australia's trials, and this way those can just be brought into the US territory. By doing it through states, no federal law needs change. - Montana's SB 535 and New Hampshire HB 1734 allow for post-phase-1 "right-to-try 2.0" access. The key is that they're a) very broad, any patient qualifies instead of required proof they die in 6 months, and b) the provider has better monetization options. Again, we're already doing that: a) off-label drugs have just passed a phase-1 but not proven efficacy, b) right-to-try is federal policy and the moral case for patients is obvious. This creates a whole alternative pathway post-phase-1 that gives biotechs many more options to innovate. Montana & New Hampshire are creating oversight mechanisms that ensure safety but are administered more efficiently through scientific review boards (which again have oversight by state health departments, i.e. if there are bad actors their licenses can be revoked). Again, everyone wins: through these official state pathways there is less grey market for stem cell clinics and these programs could collect outcome data that improves official INDs for approval by the FDA. These state frameworks, including also e.g. Utah, Florida, Texas are genuinely innovative. @FDA @DrMakaryFDA need to create recognition for state frameworks, so there is clarity about federal-state legal conflicts - otherwise these programs will attract grey markets (larger, credible players need clarity). This is much simpler than federal-level changes, and unleashes decentralized regulatory innovation. @sytses @RuxandraTeslo @cremieuxrecueil @ATabarrok @dr4liberty @zachweinberg @patricksmalone @GraniteBio
🚨 Major boost for US biotech: @WhiteHouse backed @US_FDA proposal for an **optional risk-based Expedited IND pathway** — slashing Phase 1 timelines to first-in-human trials using validated preclinical data. Reduces duplicative requirements that drive longer/higher-burden US timelines vs. China/Australia (where early trials can be 50-60% cheaper & start in weeks, vs. US delays of months to a year). Saves significant time & money for smaller firms. #Biotech #FDA
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NEW EPISODE: @jack & @roelofbotha unpack @blocks 40% staff cut and rebuilding the entire company as a mini-AGI. This isn’t “use AI to make people more productive.” It’s making the company itself the intelligence. If you’re a founder or operator wondering what work looks like in the next 5 years… this is the episode. The evolution looks like: • Manager mode = Pyramid 🔺 (command & control) • Founder mode = Flat ➖(founders decide fast) • Dorsey mode = Circle 🔵 w/ AI at the center, humans at the edge, and decisions flow from customer inputs → AI → humans steering it I’ve tried killing org charts before. Brutally hard. But we never had these tools. This is rewriting the CEO playbook for the AI era. Buckle up. 00:00 Existential Dread & Hope 02:56 AI Replaces Hierarchy 07:22 Block’s New Three Roles 26:47 Flattening the Company, Fast 35:23 Getting the Board to Buy-In, Fast 36:50 Building a Great Board 41:29 Founder CEO Lessons 48:18 Second Acts & Conviction 56:22 Timeless CEO Traits
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22 years!
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Agree, this is an important point from @baym. A Waymo is an autonomous car even if a human is in the back seat telling it where to go. Same for an Autonomous Lab, scientists can tell it what protocols to do -- quick autonomous lab explainer in this video. It's really about solving for variable lab work, not about taking the scientist out of the loop.
To put it a different way, while I see the vision of a fully self-driving lab, even a human-driven lab with a meaningful autopilot (or even lane-following cruise control) mode would be enormously empowering to a wide range of scientists
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ok so the rosie story was even more insane than it looked > be the australian tech guy who made a cancer vaccine for his dog > first try: genetic algorithms to design a new drug from scratch > works in simulation but would take years to test > second try: screen 1 million existing compounds against the mutation > two weeks of computation. find a perfect match > it's patented > patent holder says no to compassionate use > what_did_you_expect.jpg > spend two weeks just being with the dog > 2am idea: what if i just make a vaccine > chatgpt for pipeline, gemini for construct, grok for validation > 300 gigabytes of raw sequencing data to half a page of vaccine construct > university ethics approval would take until mid-2026 > dog doesn't have that long > panik > canine cancer expert connects him to a lab in queensland with existing approval > drive 14 hours to get there > inject > three weeks later the tumors swell. immune system swarming > six weeks later shrinking > two months later legs returning to normal > one mass doesn't respond > sequence it again > different cancer. the vaccine worked. the body grew a new tumor he's now building a company so every dog owner can do this he had the technology the whole time. he spent 18 months fighting for permission to use it
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The Farthest Reaches: Why People Are the Most Important Entities in the Universe, by Ambassador @ToKTeacher, is now available in paperback! link below👇 (Kindle version coming soon)
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Some free resources for our new followers: 📚Conjecture Press (books) 🏫Conjecture University (courses & original research) 🧭Handbook (outline of who we are, what we do, problems we exist to solve) 👇
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🤯 Xenophanes, ~2,500 years ago, pre-Socratic, perfectly articulated the core tenet of fallibilism: Xenophanes — Fragment B34 1 - And so, as for the clear and certain truth, no man has known it, 1 - καὶ τὸ μὲν οὖν σαφὲς οὔτις ἀνὴρ γένετ’ 2 - nor will there ever be anyone who knows it, 2 - οὐδὲ τίς ἔσται εἰδὼς 3 - about the gods and about all the things of which I speak. 3 - ἀμφὶ θεῶν τε καὶ ἅσσα λέγω περὶ πάντων· 4 - For even if someone should happen to say what is completely true, 4 - εἰ γὰρ καὶ τὰ μάλιστα τύχοι τετελεσμένον εἰπών, 5 - nevertheless, he himself does not know it. 5 - αὐτὸς ὅμως οὐκ οἶδε· 6 - But belief, or seeming, is allotted to all. 6 - δόκος δ’ ἐπὶ πᾶσι τέτυκται. Xenophanes — Fragment B35 1 - Let these things be believed as resembling the truth. 1 - ταῦτα δὲ δοξάζεσθαι μὲν εἰκότα τοῖς ἐτύμοισιν.
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¬σαφές - no certainty δόκος - conjecture / belief ἔλεγχος - criticism / testing / refutation διόρθωσις - correction / improvement
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