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@CompoundVC

Compound is a thesis-driven, research-centric investment firm leading seed rounds :: :: What we're currently reading @compoundarxiv | Not called Compound VC

NYC Katılım Haziran 2009
157 Takip Edilen12.1K Takipçiler
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Dr. Shelby
Dr. Shelby@shelbynewsad·
We @CompoundVC make a bull and bear case for the biggest questions in biotech today. The question we address are if: - Neolabs in bio will become very large, independent companies - Next-gen contract research organizations (CROs) that generate data for frontier and neolabs (along with biotechs) will become very big businesses - China will become the global hub of biotech - There will be more drug approvals per year in the US - There will be a collapse of incumbent drug distribution. - Biopharma becomes hyper-deflationary in mid-term (many assets for every target) and returns diminish drastically due to competitive pricing and higher distribution/marketing costs. - The asset-centric turn in biotech VC produce a wave of orphaned, single-asset companies.
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Anastasis Germanidis
Anastasis Germanidis@agermanidis·
ICYMI: Over the past two weeks, we've published a series of in-depth looks into how we deploy frontier video and world models into production, across engineering, research, and trust and safety. From how we optimized GWM-1 to serve Characters (which I believe is one of the largest deployments of real-time autoregressive diffusion today), to reducing cold start times by 60x for our inference workers via GPU-to-GPU transfer of model weights, to open-sourcing our configuration system for training and evaluation configs, and finally, the continuous work we do to ensure child safety across our platforms. There are a lot of novel challenges we face as Runway increasingly becomes the world's infrastructure for generating pixels, media, and worlds, and we'll start sharing more of the behind-the-scenes in the weeks and months ahead.
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Dr. Shelby
Dr. Shelby@shelbynewsad·
so excited for @smart and the whole teams at @joinsuppco and @function. we @CompoundVC are proud partners of SuppCo and their work has compelled us even further over the years that patients and consumers need excellent health products. that's what SuppCo showed the world. elite tech-UI/UX on health friction points has significant latent demand. we couldn't think of a better home than @function and can't wait to see what their joined forces brings. hint: a through line from your supplement stack to your biology.
Steve Martocci@smart

x.com/i/article/2054…

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Anastasis Germanidis
Anastasis Germanidis@agermanidis·
Runway added more than $40M in net new ARR so far this quarter, and we're less than halfway through. The biggest growth period in the history of the company. Generative video has hit its inflection point. Enterprises like Amazon and Robinhood are using Runway daily to reshape how they tell stories and reach customers, on our frontier video and world models. Thank you to our team and our customers. The best is yet to come.
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smac
smac@0xsmac·
in sf next week if you want to meet
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Mackenzie Morehead
Mackenzie Morehead@mackenziejem·
We sent out our monthly newsletter including both our in-depth research and our essential reading from April Sign up to receive it at this link: compound.vc/newsletter
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Mackenzie Morehead
Mackenzie Morehead@mackenziejem·
New Post: Playbook for Diagnostics Companies We collected data on all the public assay companies and combed literature to add precision on how these co's evolve And to build a playbook to help diagnostics founders launch quickly, cheaply and navigate building a durable business
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Thore
Thore@buergelt_·
The field has been building models for this and similar tasks since years i.e. @PheironAI most recently from retina scans Right now these models power our endpoint simulations for trial prediction. Huge potential to apply in primary care / prevention
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Conor Neu@ConorNeu

I'm personally invested in a company that can tell you whether you will have a heart attack in the next 12 months. With 86% certainty. From a blood test. Unreal value. They are weak at scaling. Someone please buy this and take it to the masses.

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andrew pignanelli
andrew pignanelli@ndrewpignanelli·
Cofounder 2 is in open beta starting today. Visit cofounder.co to try it now!
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andrew pignanelli
andrew pignanelli@ndrewpignanelli·
Announcing Cofounder 2: Run an entire company with agents. It's the infrastructure for the one person billion dollar company - orchestrating agents across engineering, sales, marketing, ops, and design. (and yes that's my real grandma in the video)
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Dr. Shelby
Dr. Shelby@shelbynewsad·
@ianpmeyer and @pandab55 have been quietly building a next gen chemistry factory. They have incredibly compelling stories for how they got here and what makes them the best placed folks to make the industry more secure, higher scale and faster. @CompoundVC is a proud partner.
Ian Meyer@ianpmeyer

1/I'm not a scientist, but have spent my career learning that the most important thing you can build in life sciences isn't a drug, but the infrastructure that makes better drugs inevitable. Today we're starting to talk about what we're building at @satomic_ai to do just that.

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Edward Larkin
Edward Larkin@ealarkin7·
Thrilled to have the @shelbynewsad, @mhdempsey, and the @CompoundVC team onboard at @Valius_Sciences.
Dr. Shelby@shelbynewsad

Couldn’t be more excited to partner with @ealarkin7 as he builds @Valius_Sciences. Edward and his team ask the maximalist questions for each patient, equipping them to act on the highest context, highest depth data possible. Excited for the improvements possible when research-> translation happens seamlessly. @CompoundVC has long-believed in the emergence and opportunity of self-directed care. Cancer is one of the clearest areas for improvements on diagnostics, new and repurposed therapeutics, and tracking recurrence.

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Thore
Thore@buergelt_·
1/ 500 years that's how long humanity will wait for every known disease to have a cure We started Pheiron to accelerate this timeline and radically increase the drug/dollar output of our industry. Today, we're launching our first predictions on upcoming clinical readouts
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Dr. Shelby
Dr. Shelby@shelbynewsad·
Pheiron takes a radically differentiated approach of using multimodal human data to predict clinical trial outcomes. They use genetics, -omics, clinical records, observational and interventional cohorts, spanning millions of patients. Read more below -
Thore@buergelt_

1/ 500 years that's how long humanity will wait for every known disease to have a cure We started Pheiron to accelerate this timeline and radically increase the drug/dollar output of our industry. Today, we're launching our first predictions on upcoming clinical readouts

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Dr. Shelby
Dr. Shelby@shelbynewsad·
Couldn’t be more excited to partner with @ealarkin7 as he builds @Valius_Sciences. Edward and his team ask the maximalist questions for each patient, equipping them to act on the highest context, highest depth data possible. Excited for the improvements possible when research-> translation happens seamlessly. @CompoundVC has long-believed in the emergence and opportunity of self-directed care. Cancer is one of the clearest areas for improvements on diagnostics, new and repurposed therapeutics, and tracking recurrence.
Edward Larkin@ealarkin7

Thrilled to announce $10M in new funding for @Valius_Sciences. Patients with challenging cancers need more shots on goal. Enter Valius: Maximalist diagnostics across all biological layers (DNA, RNA, protein) Thorough evaluation of all potential therapeutic targets, regardless of tumor type. Deep partnership to help interpret action the findings. On a personal note, thrilled to team up once again with my good friends and former Palantir colleagues @SebastianCaliri at @8vc, JB Michel at @BasisSet, and @jacobjstern at EvenOne Ventures, as well as long-time collaborators and friends at @definevc and @CompoundVC.

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