David Thomas, CFA

This tells you a lot about how investors feel about CBER and regulatory flexibility for rare diseases under Vinay Prasad. It's hard to reconcile Prasad opposition to biomarkers and more liberal use of accelerated approval with Marty Makary's recent statements. I'm still trying to figure all of this out.

A new report warns that America’s biotech leadership is slipping behind China, and calls for a $15 billion investment plan to boost innovation - check out my article in @cure345 with the details: wewillcure.com/insights/inves…

Opinion article in the Guardian

$XBI still below 2015 peak after 7% spike today July 17, 2015: $89 April 9, 2025: $74 LOD was $66.66...closing in on old methodology support with the new methodology (equal wt to modified vol wt)

A friend just forwarded the latest TD Cowen analytical report on the state of AI in drug discovery and development. So far, I have not seen a better piece of industry research from a big bank despite the publication date being 1st of April. Reach out to your friends in TD to get a copy. But seriously, finally someone started looking at the cost, speed, and probability of success. Obvious metrics but no other analyst tried this before.

Today was reportedly the largest ever point reversal in the S&P 500, greater than the October 14th, 2008 Great Financial crash.

Outsized impact on generic vs branded $XBI $IBB

Index of Clinical-Stage biotechs, ETF $BBC, now down -43% since November:

Portfolio in the BBC ETF listed here: #shareclass.619/period.quarterly" target="_blank" rel="nofollow noopener">virtus.com/products/lifes…

Clinical-stage Biotechs now down -16% YTD vs. -3% for $XBI.

Our report has lots of data but is also in plain English. We back everything up with references. Feel free to run it through AI to pressure test. We wrote it for our friends and families. We hope it helps you and those you may know. Here's the link. rapport.bio/all-stories/a-…

Are you or a friend concerned about vaccines? Where there’s smoke, might there be fire, right? RA Capital's infectious disease team created a detailed Q&A document on nearly all the worries someone might have about vaccines.

You may argue that COVID boosters may be unnecessary. But the position that COVID vaccines "didn't work" or did more harm is completely unsubstantiated.

Read this: timmermanreport.com/2025/02/defend… @ldtimmerman

@RNAiAnalyst BBC - Virtus LifeSci Biotech Clinical Trials ETF finance.yahoo.com/quote/BBC/hold…

#biotech Since $XBI has preciously little to do with dev-stage biotechs any more, I will stop using it. But which ETF/index to use instead? $ARKG as a bellwether?

Spring is here, and optimism is growing. @DavidThomasCFA offers 5 signs pointing to a #biotech resurgence from BIO-Europe Spring, including record FDA approvals, record acquisitions & #AI drug creation like Insilico's lead #GenAI drug in Phase II trials. bio.news/bios-view/bio-…

GTC 2024: Nvidia Highlights AI ‘Revolution’ in Drug Discovery, Genomics CEO Jensen Huang unveils expanded BioNeMo platform, ‘microservice’ technology, and expanded collaborations in keynote address. Learn more: ow.ly/jJrq50QWBzz

@IAmBiotech & @McKinsey discuss the gap in Women's Health R&D and dispell many myths about why those gaps exist. Plus investor perspective on biases due to underdiagnosis of conditions and underinvestment. #BioEuropeSpring 2024

NVIDIA expands BioNemo with over 100 partners blogs.nvidia.com/blog/bionemo-a…

We had a great first day at #BioEuropeSpring 2024 in Barcelona. We're looking forward to another day filled with successful partnering and industry insights. See what we have in store >> spr.ly/6019koj7P #BIOEuropeSpring #EBDGroup #Partnering #Biotech