In my opening remarks here at #BIOEuropeSpring I offered 5 reasons investors recently turned bullish on biotech ($XBI up 40%+ in <5mo) 1. Record M&A 2. Record FDA approvals 3. Record mkt for obesity 4. Record # AI deals & breakthroughs 5. Legislation in Congress to change IRA

BIO panel @ #BioEuropeSpring takes the IRA conversation global...its negative impact will be far reaching, such as biasing against small molecules and penalizing companies for trying to to help rare disease patients via secondary indications

NVIDIA expands BioNemo with over 100 partners blogs.nvidia.com/blog/bionemo-a…

We had a great first day at #BioEuropeSpring 2024 in Barcelona. We're looking forward to another day filled with successful partnering and industry insights. See what we have in store >> spr.ly/6019koj7P #BIOEuropeSpring #EBDGroup #Partnering #Biotech

GTC 2024: Nvidia Highlights AI ‘Revolution’ in Drug Discovery, Genomics CEO Jensen Huang unveils expanded BioNeMo platform, ‘microservice’ technology, and expanded collaborations in keynote address. Learn more: ow.ly/jJrq50QWBzz

Spring is here, and optimism is growing. David Thomas, CFA offers 5 signs pointing to a #biotech resurgence from BIO-Europe Spring, including record FDA approvals, record acquisitions & #AI drug creation like Insilico's lead #GenAI drug in Phase II trials. bio.news/bios-view/bio-…

Read this: timmermanreport.com/2025/02/defend… Luke Timmerman

Are you or a friend concerned about vaccines? Where there’s smoke, might there be fire, right? RA Capital's infectious disease team created a detailed Q&A document on nearly all the worries someone might have about vaccines.

Our report has lots of data but is also in plain English. We back everything up with references. Feel free to run it through AI to pressure test. We wrote it for our friends and families. We hope it helps you and those you may know. Here's the link. rapport.bio/all-stories/a-…

You may argue that COVID boosters may be unnecessary. But the position that COVID vaccines "didn't work" or did more harm is completely unsubstantiated.

Index of Clinical-Stage biotechs, ETF $BBC, now down -43% since November:

Outsized impact on generic vs branded $XBI $IBB

Today was reportedly the largest ever point reversal in the S&P 500, greater than the October 14th, 2008 Great Financial crash.

A friend just forwarded the latest TD Cowen analytical report on the state of AI in drug discovery and development. So far, I have not seen a better piece of industry research from a big bank despite the publication date being 1st of April. Reach out to your friends in TD to get

Opinion article in the Guardian

$XBI still below 2015 peak after 7% spike today July 17, 2015: $89 April 9, 2025: $74 LOD was $66.66...closing in on old methodology support with the new methodology (equal wt to modified vol wt)

A new report warns that America’s biotech leadership is slipping behind China, and calls for a $15 billion investment plan to boost innovation - check out my article in We Will Cure with the details: wewillcure.com/insights/inves…

This tells you a lot about how investors feel about CBER and regulatory flexibility for rare diseases under Vinay Prasad. It's hard to reconcile Prasad opposition to biomarkers and more liberal use of accelerated approval with Marty Makary's recent statements. I'm still