Interested in the Biotech &Pharma industry! #aging too. Occasional math(s). Not investment advice etc etc,

Joined January 2013
This thought by Tom Kirkwood probably makes a good &hopeful closing message #WhyWeAge2020.Should have tweeted it last.I think I tweeted a summary of what I found striking in all talks you can find them under the hastag #WhyWeAge2020, I have more pictures from the slides just ask!
#WhyWeAge2020 RT: Tom Kirkwood points out that we are not biological programmed for aging&not programmed to die - it's just that our repair mechanisms don't work well enough to maintain our bodies indefinitely. A very hopeful message!
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i think it’s only fair that Grigori Perelman should IPO for a trillion dollars
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Big congrats to @Prof_Oak one of the nicest and most informative folks around here
Surprise 1: Anthropic acquired a one-person biotech . . . Surprise 2: that person is me Surprise 3: I’m here to tell you all about it Yes, this is what you think it is; after 6 yrs of increasingly loose anonymity: the Professor Oak reveal post …and yes, it has gotten so boring around here that I’m literally doxxing myself to spice up the timeline ------- Ok, allow me to introduce myself. My name is Cody Tranbarger. I mostly tweet, but occasionally find time to dabble in drug dev & starting/building biotechs. My past lives span the VC, crossover, startup continuum; Prof Oak has been my way of keeping a digital foot in those worlds, despite having my physical feet planted elsewhere. The past 18 mo, ‘elsewhere’ was Mithril Medicine, a co. I founded to develop bsAbs for LAMA2-CMD & other ECM-related genetic diseases. Mithril was born out of hands-on building with @MikeNGladstone, @JasonPaulRhodes, @LifeSciVC, & team @atlasventure. Somehow, I made enough half-decent calls along the way (even a broken clock is right twice a day, eh?) to convince them Mithril/I warranted a small seed. While I can hardly rationalize such an outrageously cavalier bet, I’m grateful for it, & I'd partner with Atlas again in a heartbeat. In typical AV fashion, Mithril’s primordial form was virtual, decentralized, & ultra-lean. This stage tends to be short-lived, but for Mithril, it worked surprisingly well, for surprisingly long, thanks in part to the rapid maturation of the AI tools I used liberally. Eventually, Mithril became a bit of an experiment itself - to find the upper bound of how far it could scale as a single operator + a bunch of Claude (+ a stellar bench of part-time consultants). In parallel, I started spending time with @nc_frey, @an1lam, & @CoefficientBio team; and promptly experienced, for the 1st time, AI at the frontier. Soon thereafter, Mithril stopped looking like an experiment, & started looking like a preview of an entirely new operating model. From that spark came “Pipeline-in-a-Person.” The idea immediately resonated when we shared it here back in April; and it was central to the shared vision that led to Anthropic’s acquisition of Mithril, & my joining the team. Why join Anthropic? Three reasons. (1) For Mithril, the programs continue, with more resources & infrastructure behind them, and as much Claude as I can put to work. (2) For me, the chance to start several more programs, & find out how many one person can actually run in parallel - an almost unprecedented luxury for a curious drug hunter. (3) For our mission, a path to institutionalize & scale this new way of working, then put it in the hands of all of biopharma, all over the world - which, candidly, I find the most energizing. Will AI x Bio cure diseases? Unequivocally yes, imo… but not by the route that gets the most airtime. Rather than timeline acceleration & compression, I see orchestration & parallelization as today's low-hanging fruit. Most drug hunters see a handful of go/no-go calls in a career, & spend entirely too much of the rest trading emails (my inbox can attest). Give them the bandwidth to run several programs at once, and the time to focus on scientific judgment, and I’m willing to bet they’ll make better calls. And at scale, better calls translate to more drugs, higher hit rates, broader patient impact, & likely, a disease or 10 or 100 cured. I couldn't be more excited to build toward that future @AnthropicAI. Finally, a heartfelt thank you to BioTwitter/X. The end of anonymity is bittersweet, but if anyone’s earned a proper introduction, you all have. It’s difficult to overstate how much this app has done for me: a decade of education, plenty of friends, many job opportunities, several mentors, a few investors, even a co-founder (fmr). It was the generosity of this community that inspired me to start posting 6 years ago, after just as many years lurking. I hope I’ve been able to pay it forward, in my own small way. But, to be clear, Prof Oak isn’t going anywhere. Same beat, same themes, and now, a front-row seat to drug development at the frontier. Stay tuned for dispatches from the trenches; and remember... Gotta Cure 'Em All
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"Our work builds on Balaban’s approach⁠ in constructive quantum field theory." Fantastic news if the proofs are correct! When Balaban moved apartment, the moving company lost a box of his Yang-Mills work, after which he lost heart. (1:16:30 - 1:17:24): scgp.stonybrook.edu/video_po…
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Made some changes to to portfolio sold out of $QIA $QGEN completely added some more $NAMS and back in $VRDN
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Hard to believe but apparently true oliverwyman.de/content/dam/o…
German all in labour cost (including contributions) per hour are actually higher and cost per vehicle are more than double
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To that I say mathematics is not a science in any conventional sense of the word. Sorry, folks. You can cry about it but history suggests otherwise.
Science is not some hobby that serves the self actualization of people in a publicly sponsored job placement program. It is the systematic search for truth.
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It's interesting that the whole focus these days is on LEAN. I'd guess the machines could produce Coq/RCoq formalisations too just no one does it. HoTT has foundations was *conceived* for this moment!
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So much this!
Replying to @Clarksterh
It’s not just this. The cybersecurity threat is really big. Like really big and I can’t work out the endgame but it’s seriously worrying me.
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The news about the treasury limiting pharma china deals I unsuprising only that they left the doors open so long isn't. Defending industrial base of the knowledge economy avoiding capabilities being lost in the West
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What were they trying to do?
BREAKING: JPMorgan Chase, Bank of America, Wells Fargo, and Morgan Stanley are scrambling after detecting unauthorized AI agents accessing customer bank accounts, contacting call centers, and reportedly attempting actions WITHOUT instructions from account holders, according to Axios.
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Still happy with this one so not to fazed by the ups and downs today - think I'll sell tomorrow, doesn't look to attractive to me now hold this until closure
$QIA nice deal we got. In retrospect I could have played it better by adding more as time went by (and risk of no deal down) but pretty happy with the outcome as is (let's see where/what spread to price we open tomorrow)
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If that's your cup of tea there are bunch of the good copper SMID's on sale 🤷‍♂️
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Some stats on #php2shell. In the 10 hours before it was publicly announced, across the @Cloudflare network we saw thousands of attempts to exploit it. That jumped to tens of thousands in the 45 minutes post announcement, hundreds of thousands within 2 hours, and millions now.
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$QIA nice deal we got. In retrospect I could have played it better by adding more as time went by (and risk of no deal down) but pretty happy with the outcome as is (let's see where/what spread to price we open tomorrow)
Added a new (L) $QIA at 12% PW
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We better get used to this I fear
The Prime Minister of Japan is tweeting to apply the PHP fix patch. WTF.
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Here is a website to check if your client still trusts compromised eMudhra certificates emudhra.we-have-a-problem.co…
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