I got the AM. 🎄,🌆, ✝️,🏳️🌈, 🎶, 📈, 🏟, & 🌮. Roll Tide. (he/him). (AL-TX-OR-CA)
Joined June 2009
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660 Photos and videos
Larry retweeted
Jun 8
the best song ever is 18 minutes long and made by a french/english indie band in 1993
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Great piece below from an underfollowed acct.
Jun 8
$IMVT Free alpha
open.substack.com/pub/riskin…
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$GMAB mentioned!
Jun 5
On today’s #BiotechHangout, @YaronWerber, @BrianSkorney, @SamFazeli8, & @t_lorriman will cover macro: AI is hot, biotech is not, industry response to COINS Act, #ASCO2026: $RVMD RAS/PDAC history in the making, PD1xVEGF controversy & $BNTX in #NSCLC, $PFE vs. $ONC in CDK4, SERD wars, $LLY’s in vivo CAR-T for myeloma, head & neck wars ($JNJ, $BCAX, $GMAB), $INCY in 1L DLBCL – can $GMAB’s Epkinly look better?, Grail’s cancer detection test, plus other data: $RLAY comes out well w/o showing at ASCO, $ABVX news – good or bad?, $PRAX epilepsy readout & much more: x.com/i/spaces/1dGYllDLangKX
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Larry retweeted
Jun 3
i keep hearing that ceding R&D to china is nbd because the IP is worldwide and we will still be able to mfg the drugs in the West. but this really side steps the obvious fact that the ability to develop your own drugs will be lost, like that isn't a problem or necessarily a consequence
big pharma being demonstrably incapable of early stage R&D is basically the same experiment with the results staring us in the face. we can talk about incentive structures too, but i think the point still stands.
let the best teams win in the global market place, sure, but let's not act like early stage R&D going to China is consequence free. it's a skillset and we could lose it.
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Larry retweeted
Jun 1
$SYRE - Amended Paragon license deal
Expanded SPY003 (IL-23) field to all therapeutic areas, but dosing outside IBD has restrictions until 2028-2030.
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Larry retweeted
Jun 1
people aren’t celebrating this pancreatic cancer breakthrough enough. it should be international news
May 31
One of the most amazing things I’ve ever seen: a standing ovation for the full Daraxonrasib results
I feel inspired and energised, to put it mildly — we have a targeted therapy for pancreatic cancer now, and nothing is undruggable anymore
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But biotech is different:
x.com/reutersbiz/status/2061…
The biotech industry is still optimizing around assumptions inherited from the peak-globalization era: concentrated hubs, frictionless capital flows, and efficiency above all else. But efficiency gains for a system optimized for a world that no longer exists are marginal at best
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The biotech industry is still optimizing around assumptions inherited from the peak-globalization era: concentrated hubs, frictionless capital flows, and efficiency above all else. But efficiency gains for a system optimized for a world that no longer exists are marginal at best
May 30
Thanks for this @JTLonsdale — I’ve been having an exhausting argument with biotech VCs for the last week about not offshoring biotech R&D to cheaper scientific labor in China. Sort of getting nowhere 😛 I don’t know if it’s possible for tech folks to give a warning about the stupidity of Sequoia China, etc, so we don’t have to learn all this the hard way in biotech:
x.com/jrkelly/status/2058368…
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Bullish.
May 26
NEW: Nebraska woman hospitalized after a dog in another vehicle accidentally fired a shotgun at her.
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some photos I've taken during trips to LA over the years...California in general very awesome but LA and all-time great nighttime city an preposterously photogenic. not like I'm the first person to point this out but it really does look Like That.
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David Bowie
My Bloody Valentine
Jane’s Addiction
The xx
Prince
No Age
Sebadoh
INXS
Lucinda Williams
Vetiver
May 21
Interpol
Muse
Nine Inch Nails
Depeche Mode
Radiohead
Ghost
Editors
Sigur Ros
Mother Mother
Tiesto
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LFG!
May 18
Massive walkouts from the new Nicolas winding refn movie at Cannes… we have never been more back
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What’s the alternative? Wait until it’s entirely too late to recover an industry like we did with semi’s?
May 18
For this reason I think if the playing field was leveled from a regulatory standpoint, it would not change the problem. The people who say we need to change things here and out-compete are well intentioned, but the laws of economics are irrefutable like the laws of gravity.
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