$SRPT seems also to have cut all of their early stage R&D when they desperately need non-viral (i.e. safer) alternatives for their delivery vector

A beautiful visual blog, where you can change values, interact, and see what each head does exactly inside the transformer.

$SRPT "Voluntary" pause of their $900m a year drug that they desperately needed to turnover $500m which was stated by the CEO as a "baseline minimum" Reminder that all of the cost cutting etc. was needed to maintain EBITDA for their line of credit - not good for anyone involved

I am finding myself using Grok more than alternative LLMs since it's accessible via Twitter/X and I often have this open when a want a quick question answering. It feels cumbersome to switch to another website to get essentially the same answer

$NTLA's "vector" is an LNP, $SRPT's is an AAV - agree that there no comparison to be made. In fact, increased AAV safety concerns should make people double down on LNP's as a modality. $NTLA also has, in my opinion, the best publicly disclosed LNP in terms of safety

OK I replied to something like 200 DM'd questions today. Keep em coming! One of the most common questions I got is "is it too early to apply" and the answer is absolutely not. If you have a cofounder and an idea, you are ready to apply.

High quality AI+Bio event next week in London

Almost 7 years ago, I published my first ever #FPL fixture ticker using 538's SPI. Well, today, I made my own Premier League Power Index and with it I made a new and improved Fixture Guide and added Match Predictions! timbayer93.github.io/project-premie… A little more info below ⬇️

.Fiber AI (YC S23) has verified phones and emails 4x cheaper than Clay, with a better search than LinkedIn. They've helped enterprises like Ramp, @docusign, Flatfile generate millions in pipeline. And a 0% email bounce guarantee: fiber.ai

$BEAM spin-out Orbital CEO Ron Philip states in Ryan's article: “If we can do that in one or two or three infusions, each less than an hour, it’s going to have a pretty transformative impact”

$XBI - generalists coming back ??? rare week of biotech inflows. For the weekly period ending Wednesday, July 23rd, healthcare/biotech funds saw ~$346M of net inflows, representing a 0.40% increase in assets. This marks the first week of biotech inflows following nine consecutive

$VERV only 55.7% of shares voted in favor of $LLY acquisition! sec.gov/Archives/edgar…

I thought this was Manchester United for a second. Especially believable since they would benefit having AI make their transfer decisions and negotiations for them

Wow - never thought Tesla would be the first driverless to SFO. How are Waymo fumbling the bag so hard

These companies are the first true generation of non-viral editing in biotech. I hope their leadership comes across as more trustworthy and transparent than stalwarts in other modalities - key inflection $NTLA on Thursday who will be sharing risks related to liver enzymes

World-class at launching inquiries too

YC is the YC for bio. F25 deadline was last night but you should still apply if you missed it. Always happy to review applications and share my experiences, especially for UK and/or bio founders

Paper and new features for Magenta RT are out! Transform and add layers to your audio through audio injection and customize the model on your own dataset through finetuning 👩‍🎤

Fitbit for cows, very cool technology jump for underserved market

"Generation pointed to data from a recent NHP study that demonstrated that a 0.5-mg/kg dose of ctLNP-siRNA resulted in a “significant knockdown” in T cells of beta-2 microglobulin, a reporter protein, over three weeks." Let's see the numbers! $GBIO