Sam Davis
1.9K posts

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


The success stories of biotech VC are remarkable. The rate of successful exits in that category, even controlling for the survivorship bias of more intensive pre-incorporation periods, is outstanding. @FlagshipPioneer is one of the best examples. From their Fund IV, in 2012, they made ~35 investments and produced 11 IPOs with a combined market cap of ~$14B. This kind of performance doesn't happen by chance. Flagship's Founder and CEO, @NoubarAfeyan, has devoted his career to making innovation more process-oriented and systematic.




Juno (@junocompanion) is the AI personal health assistant for the 1B+ people living with chronic illness. Founders @isaactolley_ & @marshalljgould both grew up with chronic conditions and spent years waiting for answers. 6 months in, Juno now supports 80,000+ people globally. ycombinator.com/launches/QT7-j…

There is vacuum of expertise on patent/IP strategy in life sciences. Don't assume the $2000/hr patent partner at a top firm is going offer sound strategy - in fact, b/c of the billable hour pressure, they may even lead you down the path of over-filing.


Missing from the narrative that the dominance of China biotech is great for the ecosystem/patients is the negative impact on scientific knowledge dissemination. Legislation needs to address China IP theft “fast follower” - the consequences are already showing up in the way innovators think about sharing, patenting and publishing. We publish & patent but are increasingly keeping more as trade secret. Fully agree w/Neil, Alexis and Ali









#HAYA is officially a #Clinical-stage company! The first cohort has been dosed in our #Phase1 clinical trial evaluating #HTX001, a first-in-class investigational therapy targeting the #lncRNA #WISPER for #nHCM. 🫀




