Biotech industry research
DC
Joined February 2010
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David Thomas, CFA retweeted
This tells you a lot about how investors feel about CBER and regulatory flexibility for rare diseases under Vinay Prasad.
It's hard to reconcile Prasad opposition to biomarkers and more liberal use of accelerated approval with Marty Makary's recent statements.
I'm still trying to figure all of this out.
David Thomas, CFA retweeted
A new report warns that America’s biotech leadership is slipping behind China, and calls for a $15 billion investment plan to boost innovation - check out my article in @cure345 with the details: wewillcure.com/insights/inve…
$XBI still below 2015 peak after 7% spike today
July 17, 2015: $89
April 9, 2025: $74
LOD was $66.66...closing in on old methodology support with the new methodology (equal wt to modified vol wt)
David Thomas, CFA retweeted
A friend just forwarded the latest TD Cowen analytical report on the state of AI in drug discovery and development. So far, I have not seen a better piece of industry research from a big bank despite the publication date being 1st of April. Reach out to your friends in TD to get a copy.
But seriously, finally someone started looking at the cost, speed, and probability of success. Obvious metrics but no other analyst tried this before.
David Thomas, CFA retweeted
Today was reportedly the largest ever point reversal in the S&P 500, greater than the October 14th, 2008 Great Financial crash.
Index of Clinical-Stage biotechs, ETF $BBC, now down -43% since November:
Portfolio in the BBC ETF listed here:
virtus.com/products/lifesci-…
David Thomas, CFA retweeted
Our report has lots of data but is also in plain English. We back everything up with references. Feel free to run it through AI to pressure test.
We wrote it for our friends and families. We hope it helps you and those you may know. Here's the link.
rapport.bio/all-stories/a-va…
David Thomas, CFA retweeted
Are you or a friend concerned about vaccines? Where there’s smoke, might there be fire, right?
RA Capital's infectious disease team created a detailed Q&A document on nearly all the worries someone might have about vaccines.
David Thomas, CFA retweeted
You may argue that COVID boosters may be unnecessary.
But the position that COVID vaccines "didn't work" or did more harm is completely unsubstantiated.
David Thomas, CFA retweeted
Read this:
timmermanreport.com/2025/02/…
@ldtimmerman
David Thomas, CFA retweeted
Spring is here, and optimism is growing. @DavidThomasCFA offers 5 signs pointing to a #biotech resurgence from BIO-Europe Spring, including record FDA approvals, record acquisitions & #AI drug creation like Insilico's lead #GenAI drug in Phase II trials. bio.news/bios-view/bio-europ…
David Thomas, CFA retweeted
GTC 2024: Nvidia Highlights AI ‘Revolution’ in Drug Discovery, Genomics
CEO Jensen Huang unveils expanded BioNeMo platform, ‘microservice’ technology, and expanded collaborations in keynote address. Learn more: ow.ly/jJrq50QWBzz
David Thomas, CFA retweeted
NVIDIA expands BioNemo with over 100 partners
blogs.nvidia.com/blog/bionem…
David Thomas, CFA retweeted
We had a great first day at #BioEuropeSpring 2024 in Barcelona.
We're looking forward to another day filled with successful partnering and industry insights.
See what we have in store >> spr.ly/6019koj7P
#BIOEuropeSpring #EBDGroup #Partnering #Biotech
BIO panel @ #BioEuropeSpring takes the IRA conversation global...its negative impact will be far reaching, such as biasing against small molecules and penalizing companies for trying to to help rare disease patients via secondary indications
In my opening remarks here at #BIOEuropeSpring I offered 5 reasons investors recently turned bullish on biotech ($XBI up 40%+ in <5mo)
1. Record M&A
2. Record FDA approvals
3. Record mkt for obesity
4. Record # AI deals & breakthroughs
5. Legislation in Congress to change IRA
