Brandon Richard

164 posts

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Brandon Richard

Brandon Richard

@BreakoutBiotech

Long-term Investor | $ATAI $ABCL $PRME | New to X | My posts are not financial advice.

Katılım Aralık 2025
142 Takip Edilen76 Takipçiler
Brandon Richard
Brandon Richard@BreakoutBiotech·
I love investing in companies daring to solve some of the world's biggest, ugliest problems. Red days feel like opportunities. $ATAI - Mental Health, Addiction, Veteran's Crisis $ABCL - Endocrinology, Oncology, Immunology & Autoimmunity $PRME - Rare Diseases & Genetic Disorders
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Jack Prescott
Jack Prescott@JackPrescottX·
Looks like AbCellera could start working on a potential first-in-class antibody for Endometriosis? “Seven teams led by UBC Faculty of Medicine researchers have been awarded new federal funding to accelerate genomics-based health innovations in collaboration with industry partners. The funded projects bring together UBC scientists and Canadian biotechnology companies to develop genomic solutions that are implementation and market ready, accelerating the translation of research into real-world health and economic benefits.” Discovery takes time, let alone clinical trials. This isn’t stock-moving news. Nice to see continued partnership between AbCellera and the CA government though: med.ubc.ca/news/ubc-medic… $ABCL
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Brandon Richard
Brandon Richard@BreakoutBiotech·
"I believe that without psychedelics, an AI-driven future might fail..." Christian also talked about this in an interview a while back. As someone who's also heavily invested in AI, this is one of the most compelling, underestimated cases for psychedelics imo. Worth a read. $ATAI
Christian Angermayer@C_Angermayer

x.com/i/article/2034…

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Brandon Richard
Brandon Richard@BreakoutBiotech·
$ATAI The study reveals BPL-003 showed durable impact across multiple assessments over 85 days, not just MADRS. It dramatically reduced anhedonia (inability to feel pleasure) improving SHAPS scores and drove improvements in CGI-S, QIDS-SR-16, SDS, and PGIC. #AtaiBeckley
Brandon Richard@BreakoutBiotech

$ATAI "Results from Parts 1, 2 and 3 have been previously announced. The first patient has been dosed in the Part 4 cohort, evaluating a two-dose induction regimen (8 mg + 8 mg) of BPL-003 in TRD patients receiving defined antidepressants, with initial data expected in Q4 2026."

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Brandon Richard
Brandon Richard@BreakoutBiotech·
$ATAI "Results from Parts 1, 2 and 3 have been previously announced. The first patient has been dosed in the Part 4 cohort, evaluating a two-dose induction regimen (8 mg + 8 mg) of BPL-003 in TRD patients receiving defined antidepressants, with initial data expected in Q4 2026."
AtaiBeckley Inc@ataibeckley

Positive new Phase 2a data for BPL‑003 in #TRD have been published in the Journal of Psychopharmacology, strengthening the evidence base for the compound ahead of Phase 3 initiation in Q2’26. Read more: ir.ataibeckley.com/news-releases/… $ATAI #BPL003 #TreatmentResistantDepression #Biotecg

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Brandon Richard
Brandon Richard@BreakoutBiotech·
I recall an interview where Christian said (paraphrasing) people are unhappy because they're missing Love (connection), Faith (belief in something), and Purpose (reason to live). And these are an "immune system" for the brain and psychedelics can help people discover all 3. $ATAI
Christian Angermayer@C_Angermayer

I deeply believe psychedelics reveal who you truly are - and what you genuinely want out of life. They don’t change you; they strip away the noise and give you permission to be yourself. As an investor, I’m not interested in backing “performative” founders. I want to support people building from a place of deep conviction. I want founders who are aligned with their purpose at the core. Because I do believe they will be more successful and hence will produce better returns. That’s why - while I agree with @pmarca on many things - I would respectfully disagree on this specific point. I believe every founder should in fact do a "mandatory" psychedelic therapy session – once approved in the US by @ataibeckley or, until then, in a jurisdiction where it is already legal today - BEFORE starting their company, to be sure that this is what they really want to do in life.

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Brandon Richard
Brandon Richard@BreakoutBiotech·
$NVDA AI for biotech and drug discovery being discussed at GTC. Edison Founder, @SGRodriques says lab-in-the-loop isn't far enough, aiming for clinic-in-the-loop. #biotech #NVIDIAGTC
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Brandon Richard
Brandon Richard@BreakoutBiotech·
@TraderDentMA They still hold a stake in Eleusis (now Amandala) and its ELE-101 IV psilocin program. With this, they directly or indirectly use almost every compound the DEA increased quotas for this year (5-MeO-DMT, DMT, Psilocybin, Psilocin)
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Dr MA
Dr MA@TraderDentMA·
@BreakoutBiotech Interested. Could you share your top findings that caught your eye?
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Brandon Richard
Brandon Richard@BreakoutBiotech·
$ATAI Spent the last few months digging through 10-Ks, 8-Ks, and docs from the Beckley merger... The main pipeline really is only a small part of the story, this company is 10 steps ahead of the game. Nothing quite like it in the space. #AtaiBeckley
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Brandon Richard
Brandon Richard@BreakoutBiotech·
@TraderDentMA Here are some: They seem to have a solution to help with the "last mile problem" (delivering treatments beyond clinical trials) within the Beckley deal (another potential Easter egg within that but too speculative to share atm). They also hold A LOT of IP via deals & subsidiaries
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Brandon Richard
Brandon Richard@BreakoutBiotech·
@theisaacmed Yea I enjoyed the interview overall but scratched my head at this take... 🙃
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isaac
isaac@theisaacmed·
I am a massive Founders pod fan. I say this kindly. This take is bad. Marcus Aurelius was a literal philosopher Socrates Julius Caesar wrote Gallic Wars and Civil war while literally doing war Alexander The Great was personally tutored by Aristotle Abraham Lincoln wrestled deeply with depression and meaning his whole life Benjamin Franklin. Inventory, and had an autobiography that was deeply introspective about self improvement. Andrew Carnegie funded 2500+ libraries. You think he didn’t spend a lot of time reading and thinking about what wealth was for? Charlie Munger…. I could keep going endlessly.
David Senra@davidsenra

Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.

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Brandon Richard
Brandon Richard@BreakoutBiotech·
$ABCL Since Jan 2025: • 2 internal molecules advanced into IND/CTA-enabling studies (20 more in dev). • 8 new partner programs (104 total). • 3 new molecules advanced into clinical trials. Excited to see how their new facility impacts these numbers moving forward. #AbCellera
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Satya Nadella
Satya Nadella@satyanadella·
We’ve trained a multimodal AI model to turn routine pathology slides into spatial proteomics, with the potential to reduce time and cost while expanding access to cancer care.
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Brandon Richard
Brandon Richard@BreakoutBiotech·
@tyler_bosserman @InvestmentGuru_ Agreed, plus the newer programs targeting autoimmunity and oncology are interesting as well. Not to mention, that was before their new facility went live so I feel like they're really just getting started.
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Tyler Bosserm🅰️n
Tyler Bosserm🅰️n@tyler_bosserman·
@BreakoutBiotech @InvestmentGuru_ $ABCL has more than 100 partner programs (which I love) but it also has more than 20 in-house programs in development. Including two that are currently in the clinic. These are the most exciting to me.
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InvestmentGuru
InvestmentGuru@InvestmentGuru_·
3 Other Biotech Companies on My Radar: $ABCL, $RXRX, $PRME Biotech is entering an explosive era of precision medicine, AI-driven discovery, and gene editing. While I track peptide and GLP-1 plays, here are 3 additional high-potential biotech names I’m watching closely: $ABCL Focus: AI-driven antibody discovery •Platform screens millions of immune cells to identify therapeutic antibodies quickly •Partnerships with Eli Lilly, Pfizer, Gilead, Novartis •Lead contributions: COVID-19 antibody therapy (bamlanivimab) •Market: Antibody therapeutics projected >$300B by 2030 Why watch: Recurring revenue from partnerships + royalties makes this a platform company with long-term upside $RXRX – Recursion Pharmaceuticals Focus: AI + high-throughput biology for drug discovery •Screens millions of compounds and genetic perturbations in human cells •Targeting rare genetic diseases and oncology •Platform enables faster, cheaper drug discovery Why watch: High-risk, high-reward play; the platform can produce multiple drug candidates simultaneously $PRME – Prime Medicine Focus: Prime editing gene therapy •Advanced CRISPR technology to rewrite DNA precisely •Targets rare genetic diseases and hematologic disorders •Platform could tackle thousands of monogenic disorders Why watch: Preclinical but huge potential; gene editing market expected to surpass $20B by 2030 •These three companies represent three high-growth biotech trends: 1.AI-powered discovery ($ABCL & $RXRX) 2.Gene editing & precision therapies ($PRME) •All are high-risk, high-reward plays with binary catalysts: trial readouts, partnerships, and platform validation Not a financial advice
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