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Sneak peek at the new Solt DB Biotech Company Database relaunching soon as an interactive, searchable map. All roads lead to Rome. Or for the east coast U.S. bioeconomy, Boston. And those roads are often I-95.

And the Europeans are quietly clustering around London and the Port of Rotterdam. Also notice how the Boston graphic has more biopharma (red), while the graphic here has more research inputs (blue). Industrial biotech (black) is more established in Europe and U.S. West Coast.

Amgen $AMGN is conducting a 6,000 patient study to evaluate if olpasiran can reduce the risk of cardiovascular disease. Designed by Arrowhead Pharma $ARWR , the RNAi drug candidate reduces apolipoprotein(a) regardless of cholesterol or LDL levels. Results expected late 2026.

We've updated the stocks we cover. 👀 In: ✅ Guardant Health $GH ✅ Harmony Biosciences $HRMY ✅ SpringWorks Tx $SWTX Out: ❌ Bolt Threads $BSLK ❌ 10x Genomics $TXG ❌ Exscientia $EXAI (we still cover Recursion $RXRX ) living.tech/investing/cove…

Ginkgo Bioworks $DNA has been quietly building momentum among biopharma, agriculture, and government (BAG) customers. This core group drove 70% of Q2 2024 revenue, up from 33% at the start of 2021. It could help accelerate the turnaround. DV: living.tech/data-visual/gi…

Yeah when rates went up in 2022 risk capital really dried up in industrial / consumer / food biotech. Those companies tightened R&D spending and many of the smaller ones are now out of business. Ginkgo is fortunate as a platform that we could adjust focus and grow in the more

Arrowhead Pharma $ARWR saw a record increase in R&D expenses in fQ3 2024. A maturing pipeline focused on large indications (asthma, obesity) drove up manufacturing & study costs for drug candidates. Codexis $CDXS hopes to address high RNAi manufacturing costs w/ ECO Synthesis.

Relay Therapeutics $RLAY is developing more selective drug candidates to challenge established therapies. FGFR2 inhibitor lirafugratinib helped 82% of patients with bile duct cancer achieve a response -- nearly double the best ORR from the competitive landscape (Lytgobi 42%).

If current trends hold, then the United States might plant a record share of GE corn and GE soybean in 2024. Not all GE traits are created equal though: ➡️ Herbicide tolerant (HT) ➡️ Bacillus thuringiensis (Bt) Data Visualization and context: living.tech/data-visual/sh…

If you paid **ANY** U.S. income taxes from 2014 to 2023, then you had a higher tax rate than Pfizer $PFE In fact, the U.S. government gave Pfizer tax breaks of $17 billion in that decade. It spent $124 billion on dividends and share buybacks -- vs. $89.5 billion on R&D.

Coherus BioSciences $CHRS is now a penny stock with a valuation less than $100 million. There's no conspiracy theory -- it's just a biotech stock that lost momentum and is in a downward spiral. Continued commercial execution is the way out. Thread 👇🧵

Inaugural Nucleate Pittsburgh BioHack is this weekend! 10/25 ➡️ We're supplying ZBiotics for team formation & networking! 10/26 ➡️ Fireside chat with our founder Maxx Chatsko on building a biotech 10/27 ➡️ Maxx joins VCs Liam Krut & Zak Slayback as a Biotech Judge

Verve Therapeutics $VERV is taking another crack at PCSK9 silencing to reduce LDL-cholesterol. CRISPR base editor VERVE-102 uses a refined LNP that should reduce side effects from VERVE-101. Base editing payload is the same. Need LCL-C reductions of 50%-70% to be competitive.

Immune checkpoint inhibitors have revolutionized cancer care, but PD-1 inhibitors generally have low response rates. What if we could amplify their effects? CCR8 is an emerging target that could enable valuable immuno-oncology (I-O) combos. A flood of data is coming in 2025.

Chonky Bois Could Help Decarbonization Efforts* A newly discovered cyanobacteria, nicknamed "Chonkus," has characteristics favorable to environmental and industrial biotech applications. *We fixed this headline for you. buff.ly/3UpiOuM

In 2024, Novartis' Pluvicto will become the first blockbuster radiopharmaceutical. The suddenly-hot field has even impacted global supply chains for radiomolecules. Seriously. But how do they work? Database Builder Luca Stenger dishes in this illustration.

Arrowhead Pharma $ARWR will begin its first phase 1 study in obesity this month. ARO-INHBE is designed to silence the INHBE gene discovered recently in the UK Biobank. Unique among obesity genes, it's expressed solely in the liver -- the perfect opportunity for RNAi platforms.

Despite the recent stock plunge after Q3 results, Exact Sciences $EXAS has built a record amount of operating leverage. The business generated $371 million in operating cash flow in the last 24 months. It ended Sept with >$1 billion in cash for the first time since 2021.

A supply shortage of Udenyca will impact Coherus BioSciences $CHRS in Q4, but it'll continue benefitting from solid commercial execution in 2025. Q3 2024 vs. Q3 2023 ➡️ Total oncology revenue +118% ➡️ Gross margin 70.7% vs. 56.1% ➡️ Operating loss $6.4m vs. $32.m