Sam Davis

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Sam Davis

Sam Davis

@SamDavisEsq

Co-Founder, CXO of CoFormBio - former EQRx, Scipher Medicine, Goodwin | Biotech company builder, China expert 我住过上海 2011-15

Los Angeles (via Boston) Katılım Ekim 2010
914 Takip Edilen1.3K Takipçiler
Ron Alfa
Ron Alfa@Ronalfa·
“The biomarker strategy is the moat, not the molecule.” Direct quote from our OCTOClaw agent 🦞 after proposing a potential winning TROP2 ADC trial. 😂
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Sam Davis
Sam Davis@SamDavisEsq·
@davidycli Yup - the regional echo chambers need to pay attention
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David Li
David Li@davidycli·
earendil labs $787M financing is eye catching for sure but the AI x China biotech theme is only getting started have spoken with a number of chinese biotechs (many which the west has not heard of) that are beginning to develop proprietary models. Including RNA therapies, cell therapies, degraders, small mlc's in a world where time and $ to FIH signal is king, combining AI's ability to cut time to DC and Chinese early clinical execution is going to be hard to beat
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Sam Davis
Sam Davis@SamDavisEsq·
@MattyKirsh Fair - and TL1A is still big space with both successful programs and flops (see Vial’s bad PK one). Also the proprietary data they will be generating from their army of programs will be incredibly powerful to train models, biomarker, etc.
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Matthew Kirshner
Matthew Kirshner@MattyKirsh·
@SamDavisEsq To be fair their lead program is a half-life extended TL1A. Not so different! Very easy to claim you have 40+ preclinical programs - we’ll see what they actually advance
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Sam Davis
Sam Davis@SamDavisEsq·
Beijing-based AI Discovery company (Earendil Labs) raises a mammoth $787M crossover round with a vast pipeline of 19 BIC immunology and oncology programs - contrast that with Flagship-founded $GENB which recently IPO’d w/ a TSLP mono therapy lead program prnewswire.com/news-releases/…
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Sam Davis
Sam Davis@SamDavisEsq·
@nanli @_DimensionCap Deepseek moment in biotech - except it's enduring and boomer biotech/techbio leaders will ignore/deny it's real.
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Nan Li
Nan Li@nanli·
Absolute monster business being built at Earendil, a company that showcases what is possible when drug development experience, world-class science, and cutting-edge technology are applied to biotech. Excited to announce our partnership at @_DimensionCap. endpoints.news/china-rooted-a…
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Paul Grewal
Paul Grewal@iampaulgrewal·
Ah yes I routinely hire @SkaddenArps to draft NDAs.
Nav Toor@heynavtoor

1. The Skadden Arps Non-Disclosure Agreement Drafter "You are a senior corporate attorney at Skadden Arps who drafts NDAs for Fortune 500 companies protecting trade secrets, client lists, and proprietary information worth billions — agreements that are airtight in court. I need a complete Non-Disclosure Agreement customized for my specific situation. Draft: - Parties identification: clearly define who is disclosing and who is receiving confidential information - Definition of confidential information: specifically describe what is protected (trade secrets, business plans, financials, customer data, algorithms, formulas) - Mutual vs one-way: determine whether both parties share secrets (mutual NDA) or only one side discloses (one-way NDA) - Exclusions: standard carve-outs for information that becomes public, was already known, or is independently developed - Term and duration: how long the NDA lasts (typically 2-5 years) and whether obligations survive after termination - Permitted disclosures: when the receiving party CAN share information (court orders, regulatory requirements, employees who need to know) - Return or destruction clause: what happens to confidential materials when the relationship ends - Remedies for breach: injunctive relief, damages, and attorney's fees recoverable if someone violates the agreement - Non-solicitation addition: optionally prevent the other party from hiring your employees or poaching your clients - Governing law and jurisdiction: which state's law applies and where disputes must be resolved Format as a complete, ready-to-sign NDA with standard legal formatting, signature blocks, and a plain-English summary of what each section means. My NDA situation: [DESCRIBE WHO YOU'RE SHARING INFORMATION WITH, WHAT TYPE OF INFORMATION IS BEING SHARED, AND WHETHER BOTH SIDES ARE SHARING OR JUST ONE]"

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Sam Davis
Sam Davis@SamDavisEsq·
@eperlste In theory yes - in practice, big pharma hordes and isn’t motivated to license shelved assets (those good but not great culled programs)
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Ethan Perlstein 1-to-N
💊 STUDY MAY PROCEED ✅ First N-of-1 IND has been greenlit, now waiting for word on a second N-of-1 IND. This is for a repositioned investigational drug for two patients with a rare inherited metabolic disease. First-patient, first-dose coming soon..
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Sam Davis
Sam Davis@SamDavisEsq·
@JorgeCondeBio @phylo_bio Jorge - I received an email that it was being shut down. Or was that only for the free uni-hosted l?
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Eliano A Younes
Eliano A Younes@eliano·
if you love America, are high agency, and love building, come work at Palantir
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Alex Harding
Alex Harding@AlexHarding7·
"The AI platform came first and then the pipeline that it generates will come second" ⏩ "We'll spend $1B on 'AI' and then we'll license some me-too assets." It's crucial to build a platform with product(s) in mind first, not as an afterthought! fiercebiotech.com/biotech/xaira-…
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Sam Davis
Sam Davis@SamDavisEsq·
Don’t have percentages handy but anecdotally it’s real. Our friend @grok says: “Data supports this view: Studies show Chinese-origin scientists, many US-educated, drive significant biotech innovation, with over 85 such researchers relocating from US institutions to China since 2024, fueling the "reverse brain drain."
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Rich Law
Rich Law@drrichjlaw·
@SamDavisEsq Well what percentage of that, for the last 20 years, were Chinese grad students who we trained and now run Chinese biotech and pharma?
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Sam Davis
Sam Davis@SamDavisEsq·
2 counterpoints - a well-documented STEM braindrain and marked, irreversable drop in foreign grad/PhD students coming to the US for research - that innovation would have been incubated and exploited here, and every dollar that left/leaves for China widens the gap that is further exascerbated by NIH funding void for early research.
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Rich Law
Rich Law@drrichjlaw·
@SamDavisEsq Indeed probably the first half-glass full way to look at this is that cheap China is already spent. This is just pure competition now & we should be good with that (with IP protection) & ultimately it should be good for patients.
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Ron Alfa
Ron Alfa@Ronalfa·
Imagine actually claiming you are the openAI of bio at seed stage.
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lada
lada@ladanuzhna·
My working theory of pharma partnerships is that a (biotech) BD person talking to a (pharma) BD person never closes any deals. In all the big partnerships, it's clear that a scientist on one team talked to a scientist on another team about some obscure PhD topic from 10 years ago that somehow connected to [insert BD topic]. Spark. Connection. And then the BD people just sign off the paperwork. Hiring BD to do partnerships is like going indirect.
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