Ryan Graves

@tsungxu @humblebeebio Thanks for the pod @tsungxu. You're an awesome host

New podcast episode drop! @RhinoScience from @humblebeebio on their biopolymer's unusual properties, plant vs microbial biofactories, and using rapid and distributed R&D. tsungxu.com/p/ryan-graves-…

@michael_gilman It was a governance failure and investor DD failure. But primarily it was a really twisted fraud. With Theranos, patient's were the ones most affected by this fraud

Have seen the many comparisons of the SBF/FTX situation with Holmes/Theranos - compelling, quirky, visionary founder; change-the-world ambitions, etc. But to me the common theme is the utter failure of due diligence by investors who should know better.

@BeeBabette You're doing some fantastic work with us and we appreciate you and your amazing skills. Kia kaha (stay strong) Kit

So many people ask why I left to WA to move to QLD… the truth 1/

@tsungxu Massif congrats @tsungxu. Sounds like a great gig, and you'll be great working with startups in this space. Boom

Excited to finally announce I will be collaborating with two venture funds as a venture partner! If you know of startups seeking to raise and working on new materials, energy tech or supply chains, DM me 📥

@SaraNayeem Thanks @SaraNayeem for the advice about this tricky issue. Valuations at early stage cab vary wildly (in my limited experience). Everyone has their opinion & method. Is the the valuation ultimately set by the market, by the different term sheets received?

Price discovery is more important than ever in the private biopharma market. As you progress in a financing process, continue to pressure test your internal view of what an acceptable valuation could be. Gather comps in the public and private market, consider progress...1/13

@gaurav_ven Thanks for this - great story about the origins of Aldevron. The tenacity is fantastic

2001 profile on Aldevron, which recently sold for 9.6B. Big things start small, even in biotech. ndsu.edu/magazine/vol02…

Thanks to the @cleantechgroup for including @humblebeebio on your 50 to watch list. The world of CleanTech is exciting, and it will be great to contribute our technology to this future.

@LifeSciVC Triple 'Like' this analysis. Pricing needs to match the health outcomes. Cost aside, so pleased for the ALS community that there's another treatment on the table

The approval of generic active drug combo Relyvrio is a win for advocacy over data; in light of this, the expected pricing >$120,000 seems egregious. ICER value-based pricing suggests that’s 5-10x too high. Violates the social contract IMO: get great data, earn premium pricing

This is such an unmet need, and a real issue close to many people (my family included). Will be watching this closely, and hope this can be rolled out in New Zealand sometime soon.

@jestinARgeorge @Ginkgo I get the same in NZ - just curiosity. Maybe there is more social licence for #synbio these days

@sethbannon @IpshitaMJ and @GlobalBioFund just invested in female reproductive health company baymatob.com - looks like a company to watch

In 2019 there were 5.8x more publications on erectile dysfunction than on all of female infertility. We're launching a philanthropic effort to help level the field by funding more female reproductive health research. Looking for connections to donors that can help. Please RT!

Let's go! New Zealand needs to invest in this opportunity - we have the intellectual capital, we need the infrastructure. @drayeshaverrall - is this on the radar?

Let's go bioeconomy! Exciting opportunities ahead

@sbjennykan Yes please. Definitely interested

Who is using biology to make products for the B2B #bioeconomy? I have a resource that could help you with sales and distribution. Reply below or DM me if interested.

This article (tsungxu.com/performance-bi…) + cup of coffee really made my morning! A highly recommended read if you're interested in biomaterials, Fantastic article @tsungxu. Super excited about what the future holds here and @humblebeebio will be part of this

Great investment. @Baymatob is a company & technology to watch

📣We have two exciting new fixed-term positions open. 1. Bring your big-picture thinking, fresh ideas and business-savvy to help guide our R&D by scoping out different market applications and/or revenue off ramps for our proof of concept biomaterial. seek.co.nz/job/58285925

@michael_gilman @damiangarde I saw Stelios Papadopoulos at an event at the tail end my PhD in London. He was/is one of the my major inspirations for working in biotech. Great article @damiangarde

Great story about an industry legend. Kudos to ⁦@damiangarde⁩ and whoever decided to put that coffee cup in the cover art. statnews.com/2022/08/29/ste…

Great article @tsungxu. Biomaterials are the future!