Sam Davis

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Sam Davis

Sam Davis

@SamDavisEsq

Founder, CXO @ CoFormBio | Advisor to @SyntaxBio, SusanWojcickiFoundation| ex EQRx | ex @ScipherMedicine, ex @Goodwin | Biotech builder, China expert 我住过上海

Los Angeles (via Boston) Katılım Ekim 2010
1.1K Takip Edilen1.4K Takipçiler
Sam Davis
Sam Davis@SamDavisEsq·
@dshahh @jrkelly This is true too - but maybe it’s changing bc the main research hubs are also outside of SF
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Devan
Devan@dshahh·
@jrkelly @SamDavisEsq I agree but also found SF investors like to invest in startups they can drive to/visit locally … so worth exploring the boston / nyc deeptech vc scene, albeit it’s less deep, tho lots of new-ish funds these days
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Brad Loncar
Brad Loncar@bradloncar·
@daphnezohar As a single dude who never learned how to cook and one of the top consumers of Taco Bell in the nation, it is amazing that I avoided this outbreak.
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Sam Davis
Sam Davis@SamDavisEsq·
“A self-driving company is not one without people. People still choose the destination. They decide which problems matter, make difficult tradeoffs, exercise taste, and take responsibility for the outcome.”
Amjad Masad@amasad

x.com/i/article/2077…

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Alex Harding
Alex Harding@AlexHarding7·
@TechCrunch Everyone in biotech should be concerned about stories like this. I would be surprised if a deal on these terms generates an acceptable return for investors. A few big blow-ups will scare away the investors who are recently returning to the space.
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Luba Greenwood
Luba Greenwood@luba_greenwood·
Excited to see @statnews and @ADeAngelis_bio highlight Mwyngil Therapeutics’ different path in obesity and cardiometabolic disease. #GLP-1 medicines transformed the field, but weight loss alone is no longer the goal to health and #longevity. The next generation must preserve lean muscle, improve broader metabolic health, and reach the patients current therapies leave behind. We’re advancing a differentiated approach centered on GPR75 — a genetically validated, muscle-sparing target. Our additional two programs are entering the clinic this year. Grateful to the patients, scientists, investors, and partners building what comes next. Read the full STAT feature → statnews.com/2026/07/15/mwy… #Obesity #Biotech #Cardiometabolic #GPR75 #WeightLoss
Luba Greenwood tweet mediaLuba Greenwood tweet mediaLuba Greenwood tweet mediaLuba Greenwood tweet media
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Sam Davis
Sam Davis@SamDavisEsq·
@seedy19tron No Saka and rashford when too late. Played not to lose.
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Seedy19
Seedy19@seedy19tron·
That was a disasterclass by Tuchel. Park the bus so early on ffs
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Sam Davis
Sam Davis@SamDavisEsq·
@oakazaki NCE/product exclusivity (reset probably the wrong word) and potential new formulation patents (nonobvious and novel), Methods patents and combo patents
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Sam Davis
Sam Davis@SamDavisEsq·
@PearlF Many have pivoted to becoming a biotech - inlicensing assets, developing own me toos…
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Pearl Freier
Pearl Freier@PearlF·
How many AI x Bio or techbio startups have been acquired by pharma over the last 10 yrs. I know InstaDeep sold to BioNTech in '23 for£362 million u/f (deal was up to £562M in '23). Genentech/Roche bought Prescient for undisclosed amount. Who else? Will Lilly be an acquirer?
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Alex Bouaziz
Alex Bouaziz@Bouazizalex·
1,040,000 cases automated by @get_akai since we launched. It's exponential, not linear! Worth pointing out - a case isn't a chat session. It's an agent starting a workflow, working through the steps, handling edge cases, and finishing the task end to end - no human picking up the slack halfway through. We’re just getting started!
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Sam Davis
Sam Davis@SamDavisEsq·
@mattturck Team culture, execution vs pedigree and innate talent
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Matt Turck
Matt Turck@mattturck·
How France played 10/10 football throughout the World Cup and 4/10 football in the semi final will need to be studied in football school as the ultimate cautionary tale.
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Sam Davis
Sam Davis@SamDavisEsq·
1. The "team" > science when it's a US co (esp. AI). 2. The asset > team when it's a Chinese co (except for VC wrapped newco, refer back to #1) Summary of current funding environment in biotech/techbio.
Blake Byers@byersblake

Despite having a preexisting condition for AI Bio investing (high risk condition for a 2010s investor), I went 14 years with zero AI bio investments. That changed in 2024 with @chaidiscovery. Partially because it was the right time, but mostly because this was the right team to compress the timeline. @jackdent and @joshim5

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Keşfet

@dshahh @jrkelly @decodingbio @bradloncar @daphnezohar @AlexHarding7 @TechCrunch @luba_greenwood