San Diego Contributing Corespondent for @BiotechTVHQ, Writer/analyst for @themotleyfool, @bioworld, and others

San Diego
Joined March 2009
Final panel of VC investors of first day of #BiocomGPIC not holding back. On U.S. administration: "It's a shit show."
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Brian Orelli, PhD retweeted
๐’๐… ๐‡๐ž๐š๐ฅ๐ญ๐ก๐œ๐š๐ซ๐ž ๐–๐ž๐ž๐ค: Meeting spaces around Union Square are so expensive during JPM that one venture capital firm decided to host its meetings this week on a van roving around town. Say hello to THE HATTEBUS.
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Tell me you're focused on JPM without telling me about JMP.
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I am pro-life. No child should die from a vaccine-preventable disease. Measles cases are now at the highest level since it was declared eliminated over 2 decades ago. To protect you & your family, please ensure that your child is up to date on vaccines. statnews.com/2025/07/09/measโ€ฆ
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Request for help: Doing a presentation on @themotleyfool's Fool24 covering CVRs in biotech M&A. Planning on covering $SNY's acquisitions of $BPMC and $VIGL. Looking for a third example of a CVR that hasn't closed yet. Huge bonus points if stock is trading >upfront cash for deal.
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In other words, looking for a deal where the NPV of the CVR is valuable enough that the stock is actually trading at more than the cash investors will get holding to closing.
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Biotech investing would be more fun if pharmas would make more CVRs tradable. I understand why they don't bother as there's little (no?) benefit to them, but it sure would make things more interesting.
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Brian Orelli, PhD retweeted
๐€๐’๐‚๐Ž ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“: Later today, BiotechTV will be kicking off its coverage of #ASCO25 with @AlbertBourla to discuss @pfizer's big bets on oncology. $PFE
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Sunday is my 25th anniversary of being a Fool (a member -- not quite 25 years of work, yet). And I'm throwing myself a party on Fool24. Non-members can watch on the YouTube stream: youtube.com/watch?v=xuLokE0Yโ€ฆ (make sure you're watching live as the stream starts earlier in the day)
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Brian Orelli, PhD retweeted
Happy to announce my next career step - Iโ€™ve launched my independent research lab at Dana Farber! If you are a trainee interested in ambitious projects at the intersection of chemical biology and cancer biology, please reach out! gibsonlab.org
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So what you're saying is that I should be glad I only own 1 of them?
Combined, Vertex and Novo have lost about $70B billion in (shareholder) value these last two days.
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Cleaning house. Adult large. @thermofisher want to do a giveaway of a 20+ year old shirt? Otherwise first person willing to pick up in East County of San Diego gets it.
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Brian Orelli, PhD retweeted
๐’๐ญ๐š๐ซ๐ญ๐ข๐ง๐  ๐’๐š๐ญ๐ฎ๐ซ๐๐š๐ฒ: It's one of the biggest meetings for data of the year. And we'll be interviewing some of the industry's biggest leaders. Catch BiotechTV's coverage of #ASH24 from San Diego this Sat - Mon!
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Brian Orelli, PhD retweeted
๐€๐ง๐ง๐จ๐ฎ๐ง๐œ๐ž๐ฆ๐ž๐ง๐ญ: Today BiotechTV is announcing a new channel dedicated to the Biotech CEO Sisterhood - a community of 300+ leaders in the biopharma industry. Bookmark it: biotechtv.com/biotech-ceo-siโ€ฆ
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Brian Orelli, PhD retweeted
BiotechTV will be traveling to Japan and Korea later this month. We look forward to providing a behind-the-scenes view of some of the top companies in this innovative region.๐Ÿงฌ๐Ÿ‡ฏ๐Ÿ‡ต๐Ÿ‡ฐ๐Ÿ‡ท
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Brian Orelli, PhD retweeted
Great interview by @BrianOrelli at Longboard in San Diego earlier this summer if you want to learn more about the science and data behind today's acquisition.
Company News: @LongboardP's CEO describes today's open label extension data for bexicaserin in Developmental and Epileptic Encephalopathies. $LBPH Full video: biotechtv.com/post/longboardโ€ฆ
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I'll be covering @CONNECTinSD's Innovation Day SD for @BiotechTVHQ tomorrow. Say hi if you're there. Pitch me at first name at biotechtv.com if you've got an innovative story to share. Look for stories from the conference starting Wed. morning.
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Brian Orelli, PhD retweeted
Europe Tour: BiotechTV is kicking off a two month tour of Europe this week. Tune in as @bradloncar speaks with industry leaders and takes you behind the scenes of some of Europe's most innovative companies.
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Brian Orelli, PhD retweeted
ESC Congress: @Alnylam's CEO @ygreenst discusses HELIOS-B at the European Society of Cardiology Congress in London. #ESCCongress $ALNY Full video: biotechtv.com/post/alnylam-aโ€ฆ
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