Bruce Booth

"Year One as CEO: What Leadership Actually Feels Like" - personal reflections from @AbbasRKazimi after a year as CEO of @NimbusTx - latest From The Trenches blog. lifescivc.com/2026/04/year-o…

Stay Humble: Life Sciences as a Small Slice of an Increasingly Big Venture Pie. New data-rich blog from @AimeeRaleigh13 on the comparative scale of bio sector vs tech lifescivc.com/2026/04/stay-h…

We’re pleased to share that the FDA has granted Fast Track designation to KT-621, our investigational, first-in-class, oral STAT6 degrader for the treatment of moderate to severe asthma. This designation supports our goal of advancing a novel, once-daily oral medicine with the potential to transform treatment paradigms for millions of patients across multiple Type 2 inflammatory diseases. Learn more in our recent press release: bit.ly/41qxLQj #RevolutionizingImmunology

"Do One Thing Every Day That Scares You" - debut From The Trenches blog from Linda Bain, serial biotech executive and Venture Partner at Atlas, on pushing yourself to the uncomfortable... lifescivc.com/2026/04/do-one…

Bruce Booth on the successes and failures that have shaped the biotech industry — reflecting on past breakthroughs, changes in the funding landscape, and promising drug modalities now in development go.nature.com/4lMxDnl rdcu.be/fbtak

@allmeasures Sarcasm font?

If only somebody was doing this with deep care and at insane scale

Interesting data from Epic medical records - suggests that for many patients in the "real world", they are able to keep the weight off after stopping GLP1s... epicresearch.org/articles/two-y… #EpicResearch

How do we define clinical unmeet need as early stage investors? Here's a great and detailed take from my Atlas Venture colleague Julia Pian in her debut LifeSciVC blog post! "How (and why) do you measure a year in the life? A Practical Guide to Defining Clinical Unmet Need" lifescivc.com/2026/04/how-an…

Congrats to Denali for their FDA Approval of AVLAYAH! Fun bit of biotech history. The bi-specific shuttle technology used in Avlayah came from F-star, a European biotech we helped seed in 2006 (thx Regina Hodits). They were advancing a bi-specific mAb format for a range of uses. Image below is from their 2006 pitch to us. F-star did a collaboration with Denali to use their "Fcab" technology for BBB shuttles in 2016, when the now 10-year old biotech was figuring out what programs to advance internally vs in collaboration nature.com/articles/d4374… In 2018, seeing momentum in their BBB programs, Denali acquired the subsidiary housing the BBB technology, called F-star Gamma. fiercebiotech.com/biotech/denali… With the approval of Avlayah, F-star's original technology thesis finally made it to market for one of the many postulated uses... 20 years later... Atlas Fund VII, a 2005 vintage fund, will be getting a small but fun milestone payment for approval... Biotech is a long game, played by teams across the ecosystem collaborating in different ways over decades. Huge kudos to Ryan Watts, @rtnarch, and the team at Denali for their persistence in pushing Avlayah forward to patients.

“Huntington’s Disease and The Triad of Therapeutic Conviction”. Debut blog from Eric Green, CEO of Trace Neuro, explaining why and how advances are happening in HD. Genetics, cellular understanding, and enabling modalities. lifescivc.com/2026/03/huntin…

I knew end of June was a busy time for IPOs, but I didn't realize that it's the busiest period historically We've seen more Biotech IPOs in 2H June than any other timeframe (2014-25) Most of whom org'd up with bankers right after JPM of that year in Jan/Feb lifescivc.com/?p=11032

Love this quote from Andy: "Success today means two things: you must be excellent at the core work, and you must be deeply connected to what is outside your walls." A Conversation with Andrew Plump, President of R&D at Takeda sciencediplomacy.org/conversation/2… via @SciDip @andy_plump

Process-Driven Cadence: Biotech IPOs Demystified Looking at how the weekly cadence of IPOs throughout the year is affected by the underlying IPO process iself. And some other IPO reflections. lifescivc.com/?p=11032

Quick Biotech IPO stats for 2026, with six offerings: $AKTS $AGMD $EIKN $SGP $MANE $GENB - Average post-IPO stock performance (offer price to 3/20/26 close): +38%. Without $MANE, avg is negative. - Median post-IPO stock performance: -24% - Total IPO gross proceeds: $1.8B - Aggregate pre-IPO private capital raised: ~$3B - Aggregate market cap at IPO: $5.8B. - So avg multiple on private capital is close to flat (~1x) skewed by large downrounds at $EIKN $GENB - Total market cap at 3/30/26 close: $6.6B - Change in market cap: +$0.8B, or +13% Good fund flows, skewed performance. Now that audited financials are fresh for many companies, I expect to see a number of S1s flip over next few weeks (Salspera $TKVA already on road)

For a Friday feed cleanser, this Afroman story is hysterical - and a win for the First Amendment!

It was a fun privilege to share a few thoughts on building biotechs with Nature Biotechnology for their 30th Anniversary issue - covering a broad range of topics including translating science into medicines, technology cycles, and financing biotech companies... nature.com/articles/s4158…

“Balancing the Risks and Rewards of Drug Development in China: A Small Biotech CEO Perspective” - new blog from @JDMontagu CEO of @hotspotthera on clinical work in China… lifescivc.com/2026/03/balanc…

@aakashgupta Link to paper?

The US government spent $25 million over a decade trying to prove your cell phone gives you cancer. The study accidentally produced one of the strongest pieces of evidence for radiation hormesis ever recorded. The NTP study was nominated by the FDA in 1999 specifically because they expected to find harm. They built 21 custom reverberation chambers in Switzerland. Exposed 1,679 mice and 859 rats to cell phone frequencies for 9 hours a day, every day, for 2 years. The whole operation was designed as the definitive “cell phones cause cancer” study. The cancer results were mixed at best. Male rats got more heart schwannomas. Mice showed nothing significant. But the survival data was so unexpected that the researchers didn’t even know how to explain it in their own report. Look at the survival curve. Every single radiation group outlived the control. The 2.5 W/kg group hit p=0.0020, the only statistically significant result in the entire longevity analysis. By day 700, the control group’s survival probability had dropped to ~0.65. The lowest dose group was still above 0.80. That’s the hormesis signature. The smallest dose produced the largest benefit. The same pattern shows up in exercise, fasting, and cold exposure. A mild biological stressor activates repair mechanisms that wouldn’t otherwise turn on. Over 3,000 published papers have documented this across microbes, plants, insects, and mammals. The French Academy of Sciences formally accepted it in 2005. The US still builds its entire radiation safety framework on the opposite assumption: that all radiation, at any dose, causes proportional harm. The FCC limit for cell phones is 1.6 W/kg. Your AirPods operate at a fraction of that. The dose that produced the strongest longevity signal in this study was 2.5 W/kg. Barely above the regulatory ceiling. The entire regulatory framework for wireless device safety assumes a dose-response curve that this $25 million study failed to find.

"Ex-US Clinical Trials: Tribulations, Preparations, and Expectations" - new From The Trenches blog from @ArthurTzianabos, CEO of Lifordi and seasoned drug developer, on the considerations for ex-US clinical trials... lifescivc.com/2026/03/ex-us-…

🚨 Your brain is running on just 12 watts right now while processing this sentence. An AI system would need 2.7 billion watts to do the same thing. That's not a typo. The human brain operates on roughly the same amount of power as a dim light bulb, yet it can recognize faces, solve complex problems, create art, and experience emotions simultaneously. Meanwhile, artificial intelligence systems require massive data centers consuming enough electricity to power entire cities just to simulate a fraction of what your brain does effortlessly. Think about what your brain accomplished just reading this far. It decoded symbols into meaning, connected new information to existing memories, probably triggered some emotional responses, and maybe even started forming opinions about AI energy consumption. All while maintaining your heartbeat, breathing, and thousands of other bodily functions. Total power consumption: 12 watts. The most advanced AI systems need server farms filled with thousands of high-powered processors, industrial cooling systems, and backup power supplies. They consume roughly 225 million times more energy than your brain to perform similar cognitive tasks. It's like comparing a bicycle to a freight train in terms of efficiency. This incredible disparity reveals just how remarkably evolution has optimized biological intelligence. Millions of years of natural selection created a thinking machine so efficient it makes our most advanced technology look primitive and wasteful by comparison. Your smartphone uses more power than your brain while being infinitely less capable. Every thought you're having right now represents the pinnacle of energy-efficient computing, wrapped in three pounds of biological tissue that somehow generates consciousness, creativity, and dreams. Nature got there first, and we're still trying to catch up.