Raimo retweeted
Biotech M&A is broken. The historical playbook was simple: a startup creates an incredible asset, and a multinational pharma company (MNC) swallows them whole to run the commercial launch. But the top-tier biotechs are now refusing to be acquired—and they are poaching Big Pharma's crown jewels to build their own global empires.
Earlier this year, Merck ($MRK) offered a massive $32B to acquire Revolution Medicines ($RVMD) for their pan-RAS oncology pipeline. Revolution flatly rejected the buyout.
Now, the story gets wild. Not only did Revolution refuse the acquisition, but they just poached Thomas Lampron—Merck’s Global VP of Oncology Marketing and one of the core architects behind Keytruda’s historic commercial scale-up.
The move signals that the pan-RAS field is officially transitioning from an early-stage science story into aggressive commercial execution. At ASCO 2026, Revolution's lead asset daraxonrasib demonstrated a median Overall Survival (mOS) of 13.2 months vs 6.7 months for chemotherapy in pancreatic cancer—effectively doubling survival in a historical regulatory graveyard.
Instead of passing the baton to an MNC, Revolution is keeping the economics and assembling a heavy-hitting commercial team to launch daraxonrasib independently. For Merck, losing the acquisition target was a strategic setback; losing their elite oncology marketing talent to that same target is a brutal validation of changing power dynamics.
This is the pipeline to watch. 🧵
$RVMD $MRK $AMGN $BMY $XBI $IBB
Raimo retweeted
Early biotech companies are running more clinical trials (phase 1, 2 and 3) than big pharma:
Raimo retweeted
A cost-effectiveness assessment of using AI in disease screening (modeling)
"Implementing an annual ‘copilot’ strategy in all ages would save US$1.32 million while gaining 14.73 quality-adjusted life years over a lifetime [per 100,000 people]"
"Our findings demonstrate the indispensable role of human involvement in maximizing clinical benefits and cost-effectiveness in AI-driven medical applications."
nature.com/articles/s44360-0…
Raimo retweeted
Replying to @peterspear1 @Rhymo
For readers wondering who raised this important question, @Rhymo is Raimo van der Klein, a former COO of Pacmed, a healthcare-AI company, and former COO/CPO of Incision, which develops digital systems for surgical teams. He now runs Encounter.bio and is the author of Riding Change. (Raimo van der Klein, personal website; Encounter.bio, About)
His background helps explain why he immediately recognized the next problem beyond discovering daraxonrasib’s molecular structure.
Seeing the KRAS–drug–cyclophilin A tri-complex can show researchers that a molecular “lever” exists and how it fits. But medicine must still determine which particular lesion, tumor, and patient that lever will actually move.
Van der Klein’s Encounter project asks whether biological processes can be read structurally well enough to predict which intervention a patient needs. He is unusually candid that this remains an experiment: he publishes predictions before trial results are known so that they can later be tested and potentially proved wrong. (Encounter.bio, “Can Structure Predict Which Drug Works?”)
That seems like the direction computerized medicine must now travel. Structural biology helped scientists design the lever. The next challenge is combining structure, tumor genomics, clinical history, and treatment outcomes to predict which patient will benefit from pulling it.
Raimo retweeted
Let be clear: The best way to learn AI is NOT a course. It is building something real, pick a problem. Pick a tool. Ship something. You will learn more in 90 days of building than a year of reading.
Raimo retweeted
Replying to @elonmusk
Exactly. Who "authorizes" the propaganda campaign and decides what angle they are taking? This is truly insane.
teapawt.net/nicksortor/status/1896…
Raimo retweeted
Our first customer use case took 12 months, our second customer use case took just 30 days
Helix learned high-rate logistics with a single neural network
On Sunday, we successfully validated this on-site at the customer
Raimo retweeted
Here’s the full video of Elon Musk taking care of his kid.
The liar who posted and earlier clip claiming that Elon left his son behind you’ve been exposed
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Coming up live is THE REAL DEBATE:
8:45 pm ET / 5:45 pm PT
teapawt.net/i/broadcasts/1OdKrjDkZ…
Raimo retweeted
We’ll be streaming live on openai.com at 10AM PT Monday, May 13 to demo some ChatGPT and GPT-4 updates.
Raimo retweeted
🇧🇷 APPLE VISON PRO ADOPTED BY BRAZILIAN SURGEON
For the first time in Brazil, a surgeon successfully used an Apple Vision Pro headset to optimize a surgical procedure.
Surgeon, Bruno Gobbato:
"Shoulder arthroscopy surgery uses a camera inside the joint and surgeons perform it by looking directly at a screen. With this device, I was able to see the image on the size of a movie screen with high resolution, as well as being able to see the patient's exams and 3D models in real-time."
Experts expect the device to be used routinely in Brazilian healthcare soon.
Source: MacMagazine
Raimo retweeted
NVIDIA CEO: your job as a leader is to architect the right conditions for your employees to do their life’s work
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Nvidia CEO: The superpower of an entrepreneur?
They don’t know how hard it is to start a company.
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Nvidia CEO: you cannot show me a task that is beneath me.
Stay humble, grateful, optimistic and hungry.
Raimo retweeted
South Korea's local governments are deploying around 7,000 AI-robot dolls to seniors and dementia patients.
The $1,800 robot doll by Hyodal can hold full conversations to tackle loneliness and remind users to take medication.
Dystopian, yes, but the data is fascinating:
1. Studies (with over 9,000 users) found that depression levels reduced from 5.73 to 3.14, and medicine intake improved from 2.69 to 2.87.
2. The doll comes with a companion app and web monitoring platform for caretakers to monitor remotely.
3. Safety features are installed to alert when no movement has been detected for a certain period, essentially always watching the user.
4. The doll also offers touch interaction, 24-hour voice reminders, check-ins, voice messages, a health coach, quizzes, exercise, music, and more.
5. Caregivers have access to the app, allowing them to send/receive voice messages, make group announcements, and monitor motion detection.
I'd definitely have some privacy and data collection concerns here before handing this off to my family, but the product actually seems really cool.
Will be interesting to watch the data to see if this idea has legs.
Keep in mind, SK has a rapidly aging population and one of the world's lowest birth rates, so it makes sense for the local governments to be early adopters here.





















