Parth Shah @ParthSharesBio

Big day today at Anthropic. A few takeaways 1. They're going to start rare disease therapeutics 2. Their bio agent goes from raw data to a paper 3. They're making Claude code a central node for access in Bio tools 4. They have a hackathon for Claude bio agent soon see image for qr code

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Satya Nadella talks about the token economy. Dario Amodei predicts an abundance of new drugs thanks to AI agents. As tokens and agents transform the economics of entire industries, what makes genetic medicine particularly well-positioned to benefit from industrial-scale reasoning? Modularity. Every component, including operational workflows, can be optimized, de-risked, and improved independently, then reused across programs. In a new Substack post, we describe how we’re collaborating with @NVIDIAHealth to build a new infrastructure stack for genetic medicine – lowering the barriers to entry for drugs that were once considered economically infeasible. Read more: dynotx.substack.com/p/genetic-medi…

118 biologics losing exclusivity before 2035….but only 12 biosimilar markers confirmed in development. The gap is real with implications for innovator and biosimilar manufacturers. #biotech

Biosimilars Council @BiosimsCouncil

a month ago

A 2025 @IQVIA_Institute report showed 118 biologics (loosing exclusivity before 2035) with only 12 biosimilars in development. Closing this #biosimilarvoid means action from manufacturers, payers, providers & policymakers. MORE: accessiblemeds.org/resources/blog… #GRxBiosimsSavingsReport

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A biosimilar can now reach the US market without a single head-to-head clinical efficacy trial against its reference product. The evidence that replaces it now lives inside the analytical lab. Read more: sh.bgs.group/4hl #AUTOMAplus2026 #Biosimilars #FDA #Digitalisation

On #biosimilars adoption “MedImpact is moving to change that, he added, by advancing a therapeutic interchange-based formulary strategy focused on the roughly 2% to 5% of claims that drive 50% of spend.”

Specialty Pharmacy Continuum @SpecialtyPharm

3 weeks ago

Could biosimilars reshape specialty drug spending? New data points to significant savings potential—but only if adoption hurdles can be overcome. Learn what's next. 👇 specialtypharmacycontinuum.com/a/8zoBAA/t #pharmacy #biosimilars

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I will add and say the “enduring moat” is 1) end to end commercialization including go to market efforts 2) the judgement of which ideas the market needs and will pay for #biotech #pharma

a16z @a16z

3 weeks ago

"AI will transform pharma, but not evenly and not all at once." "Building an enduring company in the age of AI is hard precisely because advantages can dissipate rapidly as models improve." "The companies that win will predict the uneven frontiers correctly, absorbing each

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@vijaypande Getting close:

Ron Alfa @Ronalfa

3 weeks ago

Can bio foundation models solve the most critical therapeutics problem, predicting which patients will respond to a therapy? Today, we share more details in a white paper on our recently reported results using @NOETIK_ai TARIO-2 to predict responders in an actual clinical trial

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x.com/i/article/2066…

Wearable technologies are increasingly being integrated into clinical trials. This Review in the June issue covers this evolving landscape, including the translational pathways for wearable-derived measures in drug development nature.com/articles/s4157… rdcu.be/foTjR

Our paper "Towards autonomous medical artificial intelligence agents" is out in @Nature today! It was led by @Dykex6 who did the real work here. We present MIRA, an autonomous AI agent that runs end to end through a clinical patient case. We build it on top of LLMs and provide it with scaffolding, tools, and most importantly, a thorough evaluation against human doctors. We show that our agent can solve a clinical case in a multistep process. It takes the history, orders labs and scans, selects medications, decides on procedures, and triages for admission. For me the most important part is that we can now benchmark humans against AI for the whole decision pathway, not just the end result. Our evaluation shows very good results, almost no severe errors, these AI agents perform just really well on difficult medical cases. As we move now to implement this in real clinical routine, and run clinical trials about it, we must first fix the infrastructure in our hospitals (and also ensure we still have access to the underlying LLMs...). Kudos also to our colleagues from Google and Deepmind who published a very similar study back-to-back with us! (nature.com/articles/s4158…) We are happy that with <<0.01% of Google's R&D budget we can contribute to this space together. Thanks to all co-authors, our institutions @UniHeidelberg @tudresden_de and also the great @EricTopol for covering us in his newsletter. Congratulations to Dyke and the whole team! Full text link: nature.com/articles/s4158…

#Cardiovascular progress but a cardiovascular renaissance is underway! #biotech

Samuel Hume @DrSamuelBHume

3 weeks ago

Beautiful chart: the collapse in cardiovascular mortality over the last 100 years What happens when we add anti-lipoprotein(a), anti-IL6, anti-NLRP3, oral anti-PCSK9...?

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@MarcusDGon Congrats!

You can talk about papers with Gemini directly in the browser now, pretty cool!

NEW: Abridge unveiled an AI-native clinician intelligence platform and announced a collaboration with NVIDIA to build a foundation model for clinical conversations The platform expands beyond documentation into CDS, workflow automation, coding, payment, & care coordination

You can't effectively lead others if you aren't healthy yourself. Good health—including physical energy, mental clarity, and emotional stability—is the foundation for clear decision-making, resilience, and inspiring a team. #leadership

Dr. Rhonda Patrick @foundmyfitness

a month ago

Strength training for 90-120 minutes per week is associated with up to a 30% lower risk of death from all causes, CVD, cancer, and neurologic disease. That seems to be the upper limit - no additional benefit was observed above 120 minutes of strength training per week. These

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#AI has enormous in core functions but this is a good take on what will be required for businesses to win and compete at scale. If you are in the thick of driving your business, sheer bandwidth and friction can limit effectively deploying agentic processes.

Podcast Alpha @PodcastAlphaX

a month ago

Who is actually getting enterprise AI to work at scale? Technical people embedded inside business units. Not the model. Not the platform. Aaron Levie (@levie) on The MAD Podcast: companies making real progress have "internal FDEs" - domain-aware engineers sitting inside each

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AI acceleration in R&D continues …

CNBC @CNBC

a month ago

AstraZeneca CEO says AI is reshaping drug development — and helping boost the odds of success cnbc.com/2026/06/05/ast…

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The Generate Platform is a design-build-test-learn loop combining computational AI with scalable biohardware. It produces proprietary data and novel molecules for targets traditional discovery cannot reach. Faster cycles. Higher success rates.

We’re live. Ormoni Biosciences is industrializing peptide drug development: 30-day make-test-learn cycles, thousands of peptides per animal experiment, driving proprietary peptide PK/PD ML models. The result is a platform that generates DC-quality molecules in months.

Tirzepatide was the 7,023rd peptide in Lilly’s GLP-1 series. In its first year, Ormoni Biosciences synthesized and assayed more than 250,000 unique peptides. John Casey, Brad Pentelute, and the Ormoni team are bringing a step change to the development of new peptides. There are hundreds of peptides that could treat disease, or enhance our health and longevity, but the challenge is making peptides into medicines: half-life, biodistribution, and uptake. Optimizing these properties requires many slow, expensive design-build-test cycles in animals. Ormoni’s technology takes an idea to thousands of peptide candidates run in parallel in animal models in just 30 days. We will approach timelines to NHP and human PoC that have previously been unheard of in pharmaceuticals. And with this collective dataset, we are training the most capable design and prediction AI models in the industry. I met both founders John Casey and Brad Pentelute while at MIT, 13 years ago. John went on to co-found Inari Agriculture and Sail Biomedicines at Flagship Pioneering; I turned to him for advice many times on company building (and always with fingers crossed that one day we might work together). Brad welcomed me into his chemical biology class at MIT back in 2013, when my PhD advisor told me I should eat my vegetables and finally learn some chemistry. I loved it and was obsessed with his work for a decade; in the meantime Brad has become one of the world’s most renowned peptide chemists. Pillar is proud to support the team.

John @JohnPCaseyJr

a month ago

Today we're publicly launching @OrmoniBio. The peptide industrial revolution has begun. 🧵

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