There are so many interesting supply chain and pharmaceutical items in this potential stop-gap funding.. docs.house.gov/billsthisweek/…

Important distinction by @AustinNxPodcast Jani Tuomi - Austin should not strive to match what Boston/etc has. Don’t talk about sq feet of wet lab / traditional measures. The future is health tech. Talk about insilico / simulations / access to compute / access to data

Loading the 1500 page budget stop gap and into ChatGPT and exploring via AI does not offset the too-few-hours-to-review but it’s a far more effective and insightful way to explore than any prior budget review I’ve conducted…

“Only” a 23% weight loss means giving up and 20% stock drop. Weight loss has changed so much so fast -> Next-gen obesity treatment from Novo Nordisk misses mark in pivotal trial statnews.com/2024/12/20/nov… via STAT

Centralized is how most compute cycles start but eventually things drift to the edge. AI following the trend too—>> Nvidia Introduces Personal Supercomputer to Deploy AI Locally — The Information theinformation.com/briefings/nvid…

Appreciated Wachtell-Lipton’s Elina Tetelbaum making the point activist investors have to balance management taking risks vs returning capital. Rear view mirror ‘ing decisions is brutal. Endpoints News #JPM25

In life sciences we need to accept more probabilistic outcomes when using AI. And understand that humans are probabilistic too. Not all solve problem the same. Not a problem when humans perform tasks. Same mentality should apply to AI (and of course it needs to be right..)

Ok STAT let’s see what you’ve got for us tonight at #JPM25

Yes to all this. And big implications for systems of record / ERP’s. Play this forward 10 years and I’m not sure how many survive the next upgrade cycle as companies of same size / valuation.

I'm hosting a Pharma happy hour today at #SXSW. DM me for details... #medtech #healthcare

“It’s the next thing” - great work by ⁦OtsukaUS⁩ on improving mental health with a digital add-on. Check out Rejoyn. And proud of the role ⁦Wheel⁩ has in this #sxsw #medtech

Great points by the OtsukaUS panel on how digital therapeutics can improve assess. Rejoyn really is the future of pharma + digital comin together. #sxsw #medtech

Smart considering our scientific/compute/modeling breakthroughs. One day it will be the same for clinical trials. -> FDA plans to phase out animal testing in drugs in what it calls a ‘paradigm shift’ statnews.com/pharmalot/2025… via STAT

Packed house ⁦Moonshots Capital⁩ 2025 summit. Investors + entrepreneurs = bright ATX future. Great event ⁦Craig Cummings⁩

Key part - “…these are not magic medications. Prescribing them without other interventions, like healthier eating, exercise and behavioral therapies aimed at developing other lasting lifestyle changes, isn’t good medical care” nytimes.com/2025/05/07/opi… via @NYTOpinion

Regardless what you want to find in the book Original Sin by Jake Tapper 🦅 Alex Thompson is good read on a crazy moment and case study on risks of compartmentalized decision making. Sometimes you need to hunker down and go, other times you are myopic. You only know which in arrears.

That happened quietly and suddenly (basically since 2012; little over a decade…). And it will accelerate exponentially -> Amazon Is on the Cusp of Using More Robots Than Humans in Its Warehouses - The Wall Street Journal apple.news/AsHs6--yjQpqca…

Important read -> America’s Pill Problem foreignaffairs.com/united-states/… via Foreign Affairs

Wow, really impressed with OpenAI Agent functionality. Initial thought was 'ok, its next version of deep research' but when you use it you discover its so much more.