Thing of beauty. All innovators would ideally learn to present full value of their work to the world (commission GCEA). Blockbusters so many think are overpriced turn out to be such bargains that you'll be left wondering how it's possible. Answer: THE MARKET NEGOTIATES BARGAINS

You should never have to fight cancer AND your insurance company. Half of cancer patients abandon treatment when out-of-pocket costs exceed $2,000. Prescribed medicines, “covered” by an insurer, should be affordable with low or no out-of-pocket cost. Let’s #FixInsurance

On today’s #BiotechHangout, josh schimmer Brad Loncar Sam Fazeli Tess Cameron discuss the macro trends & possible M&A wave, China: stimulus, innovation, obesity assets & China-sourced drugs, plus Roche’s business day updates & CDK inhibitor from China’s Regor, $PSTX/Roche myeloma

On today’s #BiotechHangout hosts Daphne Zohar John Maraganore 🇺🇸🇬🇷🇺🇦🇮🇱 josh schimmer (Josh Schimmer) Paul Matteis Tess Cameron Michael Yee (Mike Yee) provide market commentary & discuss derivatives, debates & dynamics impacting stocks, Lundbeck pays $2.5B for $LBPH, $DRUG surges ~1500%, $WVE’s

🚨 What happens when the gov't cuts prices on medical technologies? New research (w/ Yunan Ji) finds a 61% price cut led to: 75% drop in innovation (may fully offset savings) 49% fewer new firms 28% more production moved overseas 3x repair/replacement rate 🧵(1/n)

Great piece by WSJ editorial board: “Monopolies even on breakthrough drugs rarely last, as a new treatment for heart disease shows.” wsj.com/articles/a-sho…

On today’s #BiotechHangout, Daphne Zohar Eric Schmidt Tess Cameron Brian Skorney Yaron Werber discuss market/investor blues, #TDCowen Conf takeaways, deals ($JAZZ + $CMRX, $ABBV + $GUBRA,Merck KgaA + $SWTX), data ($PLRX halts Ph2b IPF study, $BHVN’s promising Ph1 results for

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Here’s a letter that a group of biotech CEOs/investors have addressed to U.S. Senator Bill Cassidy, M.D. Chair of Senate HELP committee which describes issues biotech companies are experiencing wrt U.S. FDA cuts & offers very specific and actionable solutions. Please sign & let Peter Kolchinsky

Median age of survival for cystic fibrosis patients was 4-5 in 1954. I’m 34 in 2025. Today, some median project survival analyses say CF patients born today can expect to live to be 70+ Feels like we’re healthier now than ever before.

Drug rebates are money from sick people 👇

Drug affordability should come through reduced OOP costs. Let’s not import foreign price controls based on math that undervalues human life.

Morning. Here are our guest call-ins today: - Crémieux (Crémieux) - Eoghan McCabe (Intercom) - Pippa Lamb (Sweet Capital) - David Tisch (BoxGroup) - TJ Parker⚡️ (Matrix) - Tess Cameron (RA Capital) - Jack Dreifuss (Impatient VC) - Gabriel Stengel (Rogo) See you on the stream.

Great to talk with TBPN today about biopharma innovation and today's EO. The US benefits from the most cutting edge biomedical innovation in the world thanks to robust market competition. Let's keep it that way.

Dr. Marty Makary Get rid of the completely unnecessary PBM middlemen. Thats a great place to start.

Oy. Deena Beasley Reuters still can’t do math. Once again, she’s cooked up a “skyrocketing #drug prices” story by overweighting ultra-rare, high-cost therapies. Why let statistical rigor get in the way of a good headline? It’s like calculating the consumer price index by

ALS is relentless. So are the patients and research teams fighting it. For the 30,000+ Americans living with amyotrophic lateral sclerosis, every day matters. New treatments are on the horizon! 🎥 nopatientleftbehind.org/our-quest-to-c… #ALS #ALSAwareness #FixInsurance #Biotech #Innovation

Wise words

Just because IRA is a serious problem, doesn’t mean we can’t have fun discussing it. Big thanks to Steve Potts ⁦Steven Potts⁩ for the panel invitation with ⁦Gunnar Esiason⁩, ⁦Barbara McAneny⁩, ⁦Rafael Fonseca MD 🦔🇺🇸🏜🇲🇽⁩, and Robert Hanlon of ⁦Exon 20 Group, a multistakeholder organization⁩

Couldn’t agree more Ge Bai. I would add that CKD bundled payments disincentivize the development of innovative medicines that could benefit patients and ultimately reduce the cost of CKD care (by ultimately going generic).