Andrew Dunn

Exclusive: ProteinQure has raised an $11 million Series A, planning to enter the clinic later this year with its first drug candidate: a peptide-drug conjugate for triple-negative breast cancer https://t.co/fPquk298nV

Post-Hoc: AI's CRISPR moment Both technologies are powerful and hold vast potential. But the AI bio field should learn lessons from the overhyped history of CRISPR in how its leaders set expectations: https://t.co/XDK6F03n5J

More layoffs at Eikon Therapeutics, @maxonwifi reports, likely impacting several dozen employees. Company says <15% of workforce is affected. Had ~425 employees when I last spoke with CEO Roger Perlmutter in February. (Eikon previously had a small round of layoffs in Oct 23)

Max Bayer @maxonwifi

Scoop: more layoffs at Eikon Therapeutics, per a memo to staff reviewed by @endpts and a comment from the company. https://t.co/MgPwrr18Ak

Here's one on the lease load scale I missed (primarily looked at $XBI components) — who else is out there? Generation Bio — $26M market cap vs. $78M lease liability. Lease load of 300% — thanks @chillipickle7

chillipickle @chillipickle7

@AndrewE_Dunn @endpts look at Atlas Venture founded @generationbio. lease obligation to market cap is 300%. In 2024, GBIO tried to escape lease claiming landlord breached by not performing improvements. Court recently found GBIO improperly broke lease and ordered payment of back rent.

NEW: I dove into the precarious state of biotech's real-estate market Companies like Ginkgo, Prime, and Boundless Bio face some of the largest relative lease burdens, weighing down their balance sheets for years to come. My latest for @endpts: https://t.co/VhM8zpLQcy https://t.co/ewfPq0R1bU

A great summary & analysis from @maxonwifi on Vinay Prasad's first challenge of the "dogma" on Covid-19 vaccine booster policy: https://t.co/CQRuZpotZ2

2seventy, Decibel, now 23andMe Regeneron loves an opportunistic M&A move for some previous high-fliers in biotech: https://t.co/418FTv6c19

Quite the headline trio to start Friday in the biopharma world: Novo Nordisk CEO steps down https://t.co/AJNtnSKwlL 3 months & 0 IPOs https://t.co/6R3nB7GJ8G Calley Means' fighting words to the pharma industry https://t.co/f9T4EGzDiV https://t.co/tygBh2THzR

EXCLUSIVE: Datavant has agreed to acquire Aetion in a deal doubling the size of Datavant's life sciences team The two healthcare data specialists will officially announce the deal later this morning. Read it at @endpts first: https://t.co/EBQqfwtkpB

RT @ArmstrongDrew: 🎙️Let's talk "most favored nation"! Today on Post-Hoc Live, I'll be joined by biotech lobbyist Nick Shipley to unpack t…

NEW: Insitro has laid off 22% of its workforce, or about 60 people, the company said Thursday https://t.co/CyUDjsjJiw

Post-Hoc Live coming at 11am ET: @ArmstrongDrew will discuss Vinay Prasad's appointment at FDA's CBER w/ @ZacharyBrennan & @leilei_wuu Watch live: https://t.co/LAY2hQSFxl

NEW: Brian Armstrong’s NewLimit raises a $130M Series B, laying out road map for anti-aging drugs I talked with @jacobkimmel on NewLimit's progress & what comes next: https://t.co/ByGfXA4yo7

NEW: Recursion is abandoning or pausing 5 drug programs, cutting nearly half its pipeline — including what were its most clinically advanced efforts $RXRX -10% this morning Details: https://t.co/bnJJtEjk1M

“Anybody can spin up big dreams about what might be possible with AI and then get dinged for hype,” Iambic CEO Tom Miller told me. “We really like to lean into what we’ve actually done.” More here in my @endpts latest: https://t.co/oDBlHBbySX

This is a fantastic inside look at the rise and fall of SalioGen from @RLCscienceboss, a biotech that was trying to figure out how to precisely insert whole genomes: https://t.co/eV6sZ090WU

I'll selfishly add, as a journalist covering the AI bio world closely, let me know as well if you're a scientist trying out these tools — good, bad and ugly. My email: [email protected] My latest @endpts on the launch of Future House's AI agents: https://t.co/RF3jy2KH9s

Sam Rodriques @SGRodriques

"Inviting skeptical scientists to try for free" 😂 Great coverage of our Platform launch by @AndrewE_Dunn and @endpts. For the skeptical scientists in the audience: we're skeptical scientists too, and we're with you! If it doesn't work for you yet, let us know!