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For Blood and Money: Billionaires, Biotech, and the Quest for a Blockbuster Drug
Labcorp quietly entered the longevity testing game.
Their new Whole Health panel covers 1,000+ biomarkers—similar to what startups like Function & Superpower offer, but DTC.
As labs make these moves, the value will shift to interpretation, care, and outcomes. https://t.co/4kEoQoxgst
GLP1s have added $1T in market cap to Eli and Novo over the last 5 years. That's 3x+ the market cap created by all biopharma startups over the last 30 years combined. This is a bit of an indicment of the biotech startup ecosystem. There are many $1T and even $10T drugs to be invented, we just don't fund them. Through no one persons fault, the biote... See more
Blake Byersx.comToday’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he trie... See more
Patrick OShaughnessyx.com
Antonio Gracias on investing in companies that benefit from choas https://t.co/LbAjX3DMbt
After 2+ years heads down, I'm thrilled to unveil what I've been building with @aryelipman! @biosphereio, we're unleashing biomanufacturing with a breakthrough UV-sterilized reactor that will slash the cost of producing abundant and sustainable chemicals and food at world scale. We're backed by $8.8m in financing led by @lowercarbon and VXI, with ... See more
A new position in David Poppe’s Giverny Capital - Medpace Holdings, providing clinical trial tests for small biotech companies. The founder owns 17%, stock at 25x PE.
$MEDP
The link to the full Q3 letter in reply. https://t.co/5ktdHceiDS
Links to the 13F Biotech hedge funds' filings
Adar1:
https://t.co/jtij5s1Xxd
Avoro:
https://t.co/wQ7egmDPSu
Baker Brothers:
https://t.co/V0mBMBFtS5
Boxer:
https://t.co/0dO3GlRbVx
BVF:
https://t.co/kkXnnRLqyR
Casdin:
https://t.co/eg2HqIpkQw
Cormorant:
https://t.co/hyVnJW1Tbj
DeepTrack:
https://t.co/v5Ix2xglJi
EcoR1:
https://t.co/hqJy8Lrr7s
Logos:
https://t.co/b1mcRWxSAP
Opaleye:
https://t.co/faYDoYb9Kh
Orbimed:
https://t.co/pocBWF1ML9
Perceptive:
https://t.co/GuHV0Agy2t
RACapital:
https://t.co/AS4ptV7gV1
Tang:
https://t.co/h96rG4CtpG
Finradar.aix.com