Relevant and timely debut LifeSciVC post from biotech vet Jason Campagna (Jason A Campagna): "Strategic Infrastructure in a Fragmenting World: Biotech in the Transition Zone" lifescivc.com/2025/04/strate…

Biotech Venture Creation: The Benefits Of Scarcity. The equity markets have collapsed in 2025, the IPO window is closed, the FDA is in turmoil, the NIH is being gutted… and it’s a great time to start new biotech companies. lifescivc.com/2025/04/biotec…

Biotech doesn’t face an early stage funding deficit. Huge LP commitments made in past few years, VC investing is &20-25B per year. More early stage companies isn’t necessarily a good thing (see scarcity blog). Not sure what the real problem is we’re trying to solve with an

Nimbus doses first patient with NDI-219216, a novel WRN Inhibitor for MSI-H Tumors with best-in-class potential At #AACR25, data will be shared comparing covalent versus non-covalent mechanisms and demonstrating NDI-219216's superior efficacy across multiple preclinical MSI-H

Regulus being acquired by NVS. What a journey over 18 years. Founded in 2007 as a JV between Alnylam and Ionis to focus on microRNAs. Direct competitor to us at miRagen, so followed them with interest over time. IPO'd in 2012 at $4.00... traded up into the teens early on...

There's lots of noise about how the changes at the FDA are having a negative impact on biotech as a sector. FDA departures must be bad for business. Drug delays make sensational headlines. But I don't think the sky is falling at the FDA, or at least not yet. I do expect that

As Adam Feuerstein ✡️ writes "the three recent examples cited as harbingers of doom — Daré Bioscience, Vanda Pharmaceuticals, and Stealth BioTherapeutics — all have problems or issues of their own that complicate the narrative". 💯 Those three are not the "canaries in the coal

Great to see the early clinical data progress with "DNA caretaker” WRN helicase in MSI-H cancers... #AACR25: Roche's first results for Werner drug that uses synthetic lethality endpts.com/aacr25-roches-…

Atlas EIR Cody Tranbarger opens up the aperture in a blog that's out of this world: "Boosters and Biologics: Is Space-Based Biomanufacturing Real?" lifescivc.com/2025/05/booste…

Biotech Wisdom Of The Crowds: Competition And Capitalism In a sector defined by science, R&D, and risk capital, crowding isn’t necessarily a bug – it’s more of a feature. Winners will emerge from the crowd and bring differentiated drugs fwd to patients lifescivc.com/2025/05/biotec…

Time to get more positive about biotech? Arthur Tzianabos makes the case in a new blog... “We Got This”:  Don’t Let Negativity Become a Self-fulfilling Prophecy lifescivc.com/2025/06/we-got…

The corrosive effects of dilution - via the compounding impact of multiple +/- 15% follow on financings and 5% annual evergreen option pool expansions….

Impressive early stage deal activity by Novo... planting a wide range of innovative bets with smaller biotechs... Nice to see them investing some of that current GLP1 cash flow into long term external R&D rather than the short term toolkit of buybacks or dividends...

Building Korro Bio: A CEO’s Perspective on Innovation and Risk Management Korro Bio $KRRO lifescivc.com/2025/06/buildi…