👍 to awarding a prize for basic understanding of physiology. Totally unnecessary to be posturing about what it means for patients.

Lobbying is probably the topic on which my political views have been most changed by age and experience 1. Corporatist lobbying, for all its very real and very gross sliminess, is the most moderate and moderating force in American politics, at all levels of government

Yeah, a significant part of the reason drugs cost more in the USA than other countries is that Americans shoulder most of the R&D costs

Company culture, what not to do: corporate-rebels.com/blog/cia-field…

Jasmine Crockett Drugs account for 8% of Healthcare expenses. Drugs also are the leading part of treating an illness and survival. The issue isn't profit in the US, it's that most other nations negotiate against companies. This is Economic Statecraft. A company cannot really negotiate

There's an entire generation that is too lazy to do the work to really understand an issue, but happy to pose as social justice warriors for it.

RFK JR: "20 years ago NIH scientists did a study on amyloid on Alzheimer's in which they said it was caused by amyloid plaque. After that NIH shut down studies of any other hypothesis. Twenty years later we now know that those studies were fraudulent. NIH has funded 800 studies

Brutal fraud in Alzheimers research re: amyloid hypothesis. Even more brutal that it was journalists who uncovered decades of fraudulent research, not the scientists, doctors or 'experts' themselves who were smart enough to notice the painfully obvious lack of effect of

PBMs don’t treat a single patient, they don’t cure a single disease, and they don’t insure a single American. They squeeze out independent pharmacists and price out folks from being able to afford life-saving medications.  I’m fighting tooth and nail to rein them in.

In 2035, we will make biotech equities that trade on fundamentals

The terminations of tubulin ADC programs from $STRO and $ELEV may be just a prelude to what will happen to many topo1-based ADCs. The next "discontinuation" wave will probably include TROP2, HER3, B7H3 as the market cannot support >10 undifferentiated products per target. Some of

People don’t shoot lasers out of their eyes to drive. Just try Tesla self-driving today, which just uses cameras and AI, and you will understand.

lots of folks in industry freaking out about peter marks leaving fda, sounds like him and rfk just too far apart on vaccines. separate from vax, many were fans because he was a champion of speeding up innovation for unmet needs. since administration is a big believer in

The specter of drug tariffs is killing the biotech industry (which was already reeling from RFK FDA fears). Half of biotech companies are trading below cash, an all-time high. In addition to killing innovation (and gifting China future industry leadership), tariffs would mean

Investors and market commentators are reading too much into short-term market movements in rates, currencies and equities. I believe that it is much more likely that recent sharp moves in these asset classes is due to highly leveraged market participants being forced out of

Even if topo ADCs work in a given indication, there's only room for one

If you’re in media, this is worth a watch. Cloudflare handles ≈20% of global traffic, so when CEO Matthew Prince warns at Cannes that AI bots are reshaping the web, publishers need to adapt or risk being left behind.