Dirk Haussecker

@unreal_dave $mrna definitely should either have spent much more on external innovation or aggressively bought back shares and stay small.

@RNAiAnalyst Moderna could have owned Alnylam!

$alny down -45% from 52-week/ATH. Zero meaningful business development when its small competitors in #CRISPR were extremely cheap. Harvard Business books won't look kind on that generational missed opportunity. Alnylam could have owned the CRISPR field at 1/10th its former market cap. Let that sink in.

Do others find AI-generated tweets slightly offending? When I see 'lands', 'tension' or AI-typical story arcs, I turn off my attention. Pro tip: include some typos before posting to make them look more original.

Good reminder that conviction MUST be personal, can't be borrowed from others : If you don't have conviction you will get shaken out, even if you are right. It can be the right decision NOT to invest in a winner because you did not have conviction. - XS Excel (in our Chat)

@ByAmyBrown @BiotechTV You should have a panel 'Optimizers vs Innovators- where should investments be focused on?'

Tune in next week for @BiotechTV's first US Science Summit, taking place in Kendall Square. With an incredible line of industry speakers and some of the biggest names in SciComm, this unique event will not be your standard biotech conference!

Oh boy...it's over #biotech. Cramer made these remarks when we were cresting near the top. $ibm $intc $xbi

$ABUS Receives $178M First Payment From Moderna Settlement Agreement - Expects to return up to ~$230M in capital to Arbutus shareholders

@VishalGulati_ @ShahramSN I also find it a bit awkward, but hard to say 'no' to money, I guess.

@ShahramSN That was a quick 180. Last week she was lecturing everyone that AI won’t solve anything 🤣

2025 will be remembered as the year the biotech winter ended, and AI really began. We're in a new era where AI native approaches are increasingly the norm. “We were able to develop non-natural nucleases that were active in human, plant and bacterial cells,” Doudna told Fierce. “This approach opens the door to the possibility of designing an enzyme on-demand for a particular problem, whether it’s for treating a genetic disease or helping crop plants adapt to a changing climate.” The new design strategy was the brainchild of structural biologist Petr Skopintsev, Ph.D., a scientist in Doudna’s lab at the University of California, Berkeley’s Innovative Genomics Institute. He became curious about a new model (PDF) from tech giant Meta’s AI research division that is like an inverse version of Google DeepMind's AlphaFold. Rather than predicting a protein’s 3D shape from its amino acid sequence, the inverse model goes the other way around." Nobel Laureate Jennifer Doudna enters AI protein design arena fiercebiotech.com/research/nobel…

I am amused by the Big Tech/AI fighting over #tradesecret theft. Would be fun for RA Capital to chime in there stating that trade secret theft is all good since it lowers the cost to consumers.

@JMaraganore Gain-of-function protein and masking of RNA processing signals is where ASOs should be applied. For mRNA silencing, it ultimately ends up being RNAi.

Reflecting on this last week’s news…

$xbi last week, Biotech Hangout host called the biotech environment 'as good as it gets'. Memory chip makers Hynix, Samsung Electronics and Micron traded at 5-7x forward earnings with no end of demand in sight. A week after, biotech and semis down -10%. Guess that's what you call a market top.

$beam $ntla $edit $prme basically all down 20-30% in the last 5 days. Besides $ntla pin action, not sure what happened.

@JoseRestonVA You must be bullish on $ions/Novartis Lpa readout then. Since you are calling all the buyouts, I take that as a positive sign. $sln

Bought $SLN - started a position

@DResnicow I knew that comment would come, but also that it would be from somebody who knows what I meant.

@RNAiAnalyst Are peptides not chemicals?

Peptides 1, Small Molecules 0. Biology loves biology and consumers don't like ingesting chemicals when they don't have to. $nvo $lly

Though debatable, people think of elevated fat in general, including trigs, as being bad for health and will be happy to act on it. Now there is a treatment option. Uptake will be strong. Will $ions provide color on sHTG launch in Q2 call and revise guidance?

👨‍⚕️ Thank you to @biospace for publishing my OpEd regarding FDA Advisory Committees (AdComms) & the need for patients (especially in rare disease) to provide meaningful input during these critical meetings. An AdComm is like putting a new treatment on trial. It only makes sense for the people who would potentially be taking that treatment to offer their thoughts, to educate AdComm members about their needs. After all, the drug would be for them. For a person suffering from a rare disease, a small improvement (or reduction in decline) shown in a clinical trial that might otherwise be dismissed by statistical purists on an AdComm can make all the difference. There’s only one way for AdComm members to know this. One note: some are concerned that patients may be paid to speak at AdComms by the drug or device company (they have in the past). The easy solution is to have them sign an ethics disclosure in advance under penalty of perjury and verbally disclose that fact before delivering their comments.

$alny no ARIA when abeta is knocked down by RNAi, unlike antibodies targeting abeta. Beautiful example of the RNAi principle of 'turning off the faucet instead of mopping up the floor' applies here.

Interesting that a guy who idolized and supported #Prasad 100% is referring to 'pro Trump influencer accounts'. Isn't it confirmation of the accusation against Prasad that he had been a Bernie Sanders acolyte? $capr

@notseeslasher Presymptomatic and beta-amyloid combo could make a real difference. Important step today. $ions $biib

@RNAiAnalyst Either way, it’s not going to be even a fifth of the revenue they’d hoped for.

$biib $ions the 60mg dose showed somewhat less tau reduction than the higher doses. The simplest explanation for the superior (pbo-controlled) cognitive outcomes with 60mg is that the benefits here outweigh the more sharply dose-related side effects the most.