Mgoes (bio/acc 🤖💉)@m_goes_distance
It's genuinely insane how much progress biotech has made in the last 90 days:
- Two years ago I watched Lucy Therapeutics shut down after 7 years and $42M from Bill Gates, never reached human trials. Last month DeSci crowdfunded €2.5M in 72 hours for Dr Barbacid cancer trials and went straight to human trials. Zero VCs and zero committees in the middle. And it's not even about the money. The goodwill
- Gene therapy cost $2-4M per treatment a year ago because manufacturing was artisanal and nobody was actually solving it. Now automation's dropping costs toward $200. Turns out it was an engineering problem all along.
- Just a year ago, the FDA wouldn't touch longevity.
In January 2026, first FDA-approved human trial reversing cellular age launched (ER-100). We're testing age reversal in humans right now. Not mice.
- Psychedelics stuck in regulatory hell for 50 years.
In February 2026, Compass crushed Phase III for psilocybin in treatment-resistant depression.
- In 2023, AI drug discovery was hype. $17B got invested, zero approved drugs.
Early 2026, Ginkgo x OpenAI ran over 200k autonomous experiments, 36K of those were unique. Protein costs dropped by 40% and they're already shipping commercially. Discovery timelines collapsed.
- Just last year, FDA required full GMP pre-Phase 2, moved at 1950s speed. This quarter,we're fast-tracking frontier therapies, relaxing requirements, launching pilots. Something shifted and the regulatory wall is cracking.
- In 2024, clinical trials had to run in US at 2x cost, half the speed. Right now in Singapore and China running trials 50% cheaper, 2x faster. Companies routing around FDA entirely. The US model is optional.
I could keep going on with these, but you realize that the bottleneck was never the science. It was funding models, regulatory speed, manufacturing, geography etc
And most of them are breaking since last October.
Biotech has shed 30 years of broken infrastructure in 5 months and I can't be more bullish.
bio/acc.