From lab to scale: The coordination layer for modern bio-manufacturing.
Cambridge, MA
Joined May 2026
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CDMO Network retweeted
siRNA dominates the cardiometabolic RNA field
We mapped ~85 active programs from 48 companies targeting 9 popular cardiometabolic pathways (about ~40% of the total active pipeline). ~92% of programs are siRNA, versus just 8% ASO.
That concentration is mostly due to delivery. GalNAc has made liver delivery efficient / repeatable, and every target on this map is largely produced there.
Once this core delivery platform is in place, a company can swap the RNA sequence fairly easily. So clinical validation leads to fast followers: for 7/9 of these pathways, programs have already reached Ph3 or beyond.
That crowding is making durability, convenience (2x / year is increasingly the entry ticket) and outcomes data much more important to differentiate.
And just showing activity ≠ a meaningful clinical benefit waits on the other side:
• Most recently, Novartis' Pelacarsen lowered Lp(a) but did not reduce CV events in an 8K+ patient Ph3
• AZ / Ionis' Eplontersen reduced TTR but missed overall Ph3 primary endpoint in ATTR-CM
• Ionis' Olezarsen reduced TG by 64% and remnant cholesterol by 72%, but did not change non-calcified coronary plaque at 12 months
All of these are ASO readouts, which mostly highlights that it's a more mature modality that reached outcomes-stage testing earlier. siRNA programs will face the same question: does deep, durable knockdown actually produce a benefit on top of modern standard of care?
Looking ahead, the next battleground is 'extrahepatic' delivery (reaching the heart, muscle, CNS and other tissues beyond the liver), just one topic we'll cover in far more depth tomorrow when we drop a 15+ slide report on the RNA space.
In the meantime, comment below if you'd like a hi-res PDF of this map!
CDMO Network retweeted
This is super cool!
@garykbrixi and @_David_Li use genome language models to discover a new class of reverse transcriptase, incredible!
Genomes are full of dark matter of unknown functions.
We present Minerva, a new method for discovery guided by genome language models. Minerva reveals the interactions hidden in non-coding DNA, pointing to hundreds of new putative RNAs and repetitive elements per bacterial genome. Minerva allows us to find and study elements invisible to traditional methods at orders of magnitude greater scale than before.
CDMO Network retweeted
Can AI spark a second industrial revolution in Europe?
@Siftedeu says it’s already generating new knowledge and insight — and features @Basecamp_Res as an example.
We’re using AI to read the language of DNA from 1M+ new species to power the next generation of cures.
Sifted Pro Subscribers can read the column here: sifted.eu/articles/ai-second…
#AI #Biotech #BasecampResearch
CDMO Network retweeted
Anti-cancer progress
Japanese Scientists just found a living bacterium from a frog's gut that eliminated 100% colon cancer after a single treatment.
"Researchers at JAIST discovered a naturally occurring bacterium called Ewingella americana from the gut of the Japanese tree frog (Dryophytes japonicus). A single intravenous injection produced a 100% complete response, eliminating colorectal tumors in every treated mouse."
"The bacterium accumulated about 3,000-fold inside tumors within 24 hours, directly killing cancer cells while activating CD4⁺ T cells, CD8⁺ T cells, B cells, neutrophils, TNF-α, and IFN-γ to generate a powerful antitumor immune response."
"E. americana also didn't colonize healthy organs such as the liver, lungs, or kidneys and treated mice experienced only mild, temporary inflammation over a 60-day observation period with zero systemic toxicity."
"When scientists injected the same cancer cells again, 0 out of 10 cured mice developed tumors, suggesting long-lasting immune memory. The therapy now awaits further validation in larger animal studies and human clinical trials."
CDMO Network retweeted
This is big. Really big.
Researchers from Google Quantum Al and Google DeepMind developed an Al system that continuously keeps Google's 105-qubit Willow quantum processor optimized while it is running.
"Instead of stopping for manual recalibration, the Al uses reinforcement learning to monitor quantum error correction and automatically adjust hardware control parameters in real time."
"The system improved logical stability by 3.5x under hardware drift and achieved a record logical error rate of 7.72 × 10⁻⁴ per cycle for the surface code."
"This is an important step toward future fault-tolerant quantum computers that can operate autonomously for long periods with minimal human intervention."
CDMO Network retweeted
🚨 The widely used sugar alternative erythritol could be sabotaging your health.
A new study shows it erodes the blood-brain barrier and inhibits the body's natural ability to dissolve blood clots.
A new study from the University of Colorado suggests that erythritol, a sugar alcohol common in keto-friendly and sugar-free snacks, may directly damage the blood-brain barrier. By exposing cells to levels typically found after consuming a single sweetened beverage, researchers observed a spike in oxidative stress and the death of critical cells responsible for guarding the brain against toxins. This disruption shifts the body’s delicate chemical balance by reducing nitric oxide and increasing endothelin-1, causing blood vessels to constrict dangerously and potentially starving the brain of essential oxygen and nutrients.
Beyond physical vessel damage, the sweetener appears to sabotage the body’s innate defense against strokes by blocking the release of tissue plasminogen activator—a natural "clot-buster" that dissolves blockages before they can trigger a medical emergency. These laboratory findings align with large-scale human observational data showing that individuals with high erythritol levels are twice as likely to experience major cardiac events. While regulatory agencies currently deem the sweetener safe, these results prompt a serious re-evaluation of the long-term health trade-offs associated with popular sugar substitutes.
Source: Chichger, H. (2026). Common Sweetener May Damage Critical Brain Barrier, Risking Stroke. The Conversation.
ALT 🚨 The widely used sugar alternative erythritol could be sabotaging your health. A new study shows it erodes the blood-brain barrier and inhibits the body's natural ability to dissolve blood clots. A new study from the University of Colorado suggests that erythritol, a sugar alcohol common in keto-friendly and sugar-free snacks, may directly damage the blood-brain barrier. By exposing cells to levels typically found after consuming a single sweetened beverage, researchers observed a spike in oxidative stress and the death of critical cells responsible for guarding the brain against toxins. This disruption shifts the body’s delicate chemical balance by reducing nitric oxide and increasing endothelin-1, causing blood vessels to constrict dangerously and potentially starving the brain of essential oxygen and nutrients. Beyond physical vessel damage, the sweetener appears to sabotage the body’s innate defense against strokes by blocking the release of tissue plasminogen activator.
CDMO Network retweeted
I had a philosophy idea that gaps, asymmetries, fantasy, and relation govern the world more than logic, objects, and symmetry.
I decided, once, to truly embody that philosophy.
Almost immediately, it became a business: a biotech infrastructure company, a CDMO routing network, and a funnel with over $2B in lifecycle value in just 10months.
All built by myself — with systems thinking, design, poetry, fantasy, and even some logic.
When in doubt of your philosophy, take the next step.
Become it.
#biotech #biopharma #pharma #CDMO #entrepreneurship #venturecapital #VC #founders #business #leadership
CDMO Network retweeted
Scientists just published the first comprehensive atlas of human cellular senescence in aging.
They are mapping where "zombie cells" appear in the human body, how they differ across tissues, and how they interact with their surrounding environment.
These cells stop dividing, but don’t die. Over time, they can accumulate and release inflammatory signals that damage nearby tissue, a process linked to arthritis, cancer, Alzheimer’s, immune decline, and other age-related diseases.
For medicine, this could be huge.
Instead of treating aging as a vague biological decline, researchers may be able to identify which senescent cell types are harmful, where they are located, and how to target them more precisely.
That could accelerate a new class of longevity therapies: not just extending lifespan. Love to see it!
CDMO Network retweeted
let’s fast forward to 2032 where generic semaglutide has flooded the UK and US markets, bringing the price down to around ~$60 and making mass adoption reasonable.
& then, of course, you have $LLY's best-in-class drugs delivering 25–30% weight loss while going for a clean sweep of indications, including knee osteoarthritis, IBD, asthma and potentially substance use disorder.
in that world, which is frighteningly close, how does a new obesity drug even compete?
it'll be exceedingly difficult. but what if genetics could help you identify patients who are more likely to respond to your drug, or more likely to experience side effects on a competitor’s?
that's a pretty compelling marketing wedge, and that is what I wanted to understand.
so, I spoke to @adamauton, VP of Human Genetics at @23andMe and a senior author of a first-of-its-kind Nature paper on the genetic predictors of GLP- 1 response.
it's been one of my favourite conversations so far.
we nerded out on:
• what obesity polygenic risk scores tell us about weight loss and weight regain
• why GLP1R and GIPR variants are associated with nausea and vomiting
• whether genetics could inform personalised titration
• whether our DNA might predict weight regain after stopping treatment
• how pharma companies could use genetics to define a drug’s target demographic
📌full breakdown below
$HIMS $LLY $NVO
CDMO Network retweeted
We’re building CDMO Network, CMC Infrastructure, and biotech commercialization platforms.
Only good things from here.
#berubebioventures #biopharma #VC
CDMO Network retweeted
Welcome to AI biotech era.
The is the new normal for late 2020s.
All kind of research, from years to seconds.
China has unveiled an artificial intelligence platform for drug discovery that can screen a vast library of chemical compounds, cutting the initial drug screening phase from months or years down to 10s of seconds.
CDMO Network retweeted
Eli Lilly $LLY agreed to acquire three vaccine developers in deals worth up to nearly $4B combined, per WSJ, using GLP-1 cash flow to expand beyond obesity, diabetes, cancer, immunology, and neurodegeneration.
The deals include:
Curevo: shingles vaccine, up to $1.5B
LimmaTech: bacterial vaccines including staph aureus, up to $780M
Vaccine Co.: Epstein-Barr virus vaccine, up to $1.55B
Lilly says vaccines could become a core focus if the programs pan out.
CDMO Network retweeted
Mitraphylline is a rare natural compound with potential anti-cancer properties.
Scientists discovered how plants produce it by identifying two key enzymes responsible for creating its unique molecular structure.
The breakthrough could help researchers produce the compound more sustainably for future pharmaceutical and medical applications.
Source: University of British Columbia Okanagan.
CDMO Network retweeted
Will the HYPE over SGLT-2 continue?
The first CV Outcome Trial on Dapa vs Placebo in patients with arterial hypertension
By @IngoEitel
@hswapnil @kidney_boy
academic.oup.com/eurheartj/a…
CDMO Network retweeted
A breakthrough stem-cell treatment could change the future of hearing restoration by targeting the underlying nerve damage responsible for permanent hearing loss.
Biotechnology company Rinri Therapeutics has developed an experimental therapy called Rincell-1, which uses specially grown stem-cell-derived auditory nerve precursor cells to repair damaged connections between the inner ear and the brain.
Current treatments such as hearing aids and cochlear implants mainly improve sound perception or bypass damaged structures, but they do not repair the lost nerve cells themselves. Rincell-1 aims to rebuild these critical auditory pathways, potentially offering a long-term restorative approach rather than symptom management.
In preclinical animal studies, the therapy has shown encouraging results, prompting regulators to approve the next stage of research. The UK’s Medicines and Healthcare products Regulatory Agency (MHRA) has now authorised the first human clinical trial of the treatment, with patient testing expected to begin in May 2026.
Researchers will investigate how safely the transplanted cells integrate into the ear and whether they can successfully re-establish hearing-related nerve signals. Although the treatment is still experimental, scientists believe it could mark a major step toward regenerative therapies capable of reversing certain forms of permanent hearing loss in the future.
Source: Rinri Therapeutics (2026). MHRA approval granted for first-in-human clinical trial of Rincell-1 (NCT07032038). Medicines and Healthcare products Regulatory Agency.
CDMO Network retweeted
After 25 years of research, Brazilian scientists developed a drug capable of regenerating spinal cord tissue after severe injuries.
The therapy stimulates axon regrowth and reduces scarring that typically prevents nerve recovery.
In preclinical trials, treated animals regained partial motor function within weeks. The drug combines neurotrophic factors, small molecule compounds, and bio-scaffolds to guide nerve repair. Human trials are now underway to assess safety and effectiveness.
If successful, this breakthrough could restore mobility to millions, transform rehabilitation medicine, and reduce long-term dependency on care. It also sets the stage for future therapies combining cellular engineering and regenerative biology to treat other complex injuries.
CDMO Network retweeted
🚨 Goodbye Kidney Stones?
Scientists have engineered special gut bacteria that may help stop kidney stones naturally. These tiny microbes break down oxalate — the substance responsible for many painful stones — before it reaches the kidneys.
Instead of painful treatments, future medicine could use living bacteria inside the body to quietly prevent stones from forming. A tiny organism… doing a huge job inside you.
Source:
Stern, J. M., et al. Engineered living therapeutics for the treatment of hyperoxaluria and kidney stone disease. Nature Biotechnology
ALT 🚨 Goodbye Kidney Stones? Scientists have engineered special gut bacteria that may help stop kidney stones naturally. These tiny microbes break down oxalate — the substance responsible for many painful stones — before it reaches the kidneys. Instead of painful treatments, future medicine could use living bacteria inside the body to quietly prevent stones from forming. A tiny organism… doing a huge job inside you. Source Stern, J. M., et al. Engineered living therapeutics for the treatment of hyperoxaluria and kidney stone disease. Nature Biotechnology
CDMO Network retweeted
🚨: Red light therapy for 12 minutes, 2x weekly, reversed all signs of aging and disease in a clinical study using a 620 nm red light
CDMO Network retweeted
Pfizer and Arvinas have found a licensee to take their newly approved breast cancer med to market
fiercepharma.com/pharma/pfiz…
CDMO Network retweeted
This April, we got a drug revolutionary in 3 ways: daraxonrasib roughly doubles survival in metastatic pancreatic cancer, cracked RAS, a protein deemed untreatable for decades & pioneered a drug class called molecular glues. Read more in my piece @WorksInProgMag
worksinprogress.news/p/pancr…
- Pancreatic cancer is a particularly tough cancer.
- It's diagnosed late in its progression and it coats itself with tissue that block the immune system from attacking it. This makes immunotherapies, which have been revolutionary in other metastatic cancers (e.g. melanoma) ineffective against it.
- 90% of pancreatic cancer have one mutated protein: RAS. This should make it easily targetable. But ... not so quick! - RAS has a property that has made it "undruggable" for decades: it largely lacks the pockets or grooves that most drugs depend on to bind and act upon their target.
- Molecular glues sidestep the problem entirely. Instead of binding a pocket, daraxonrasib forces two proteins together — locking RAS in its inactive state by wedging a third protein in the way.
- The result: median survival of 13.2 months vs ~6 on standard chemo. Not a cure, but a genuine doubling, delivered as a daily pill.
- The implications go far beyond pancreatic cancer. RAS is mutated in lung, colorectal, and many other cancers. Molecular glues are now being developed against multiple other "undruggable" targets. The assumption that certain proteins are simply beyond reach has turned out, repeatedly, to be wrong.
- The bad news is that most patients eventually develop resistance mutations that vary from patient to patient. In order to deliver a real cure, we need to rethink our regulatory system and make small-n, early stage bespoke trials much easier to run.
