Sam Fazeli

@yaireinhorn @ARKInvest @CathieDWood @wintonARK @BiotechCH @bradloncar @TimOpler @Maximus_Holla @BioStocks @Pharmdca This podcast I did with Xaira is very relevant to this: podcasts.apple.com/gb/podcast/van…

I have written many times about the huge impact that Artificial Intelligence is generating in the BioTech and Pharma ecosystem - especially regarding the complicated and expensive drug R&D process🧵👇. According to this excellent @ARKInvest 📊- AI-driven drug development could reduce time-to-market (TAM) by 40% - from 13 years to 8 years and to reduce R&D costs by 4-fold (!) - from $2.4B today to $0.7B per a single drug. This means that BioTech and Pharma companies would be able to develop 3 drugs at same cost that they are currently investing to develop a single drug. Not only is AI becoming a crucial component in the process in which drugs and medical treatments are being developed but it will expedite and reduce the cost of the development of new treatments for patients.

An excellent conversation with Marc Tessier-Lavigne of Xaira - we talked about AI of course, and how it can help reduce time and cost of drug development. podcasts.apple.com/gb/podcast/van…

$NVO $JNJ $SDZNY $VTRS $TEVA $ZLDPF $RHHBY $LLY $ABBV $GUBRF $VRTX $SLDB $OTSSKY $VERA $AZN $PFE $NVS $OLMA DC News, Darzalex Patent Upside, Amylin Updates: BI Drug Call by Bloomberg Intelligence on #SoundCloud on.soundcloud.com/Wza4FZ7uAjPfoX…

@LifeSciVC @ArthurTzianabos This is excellent

"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-…

@BiotechCH @biotech1 @MatteisPaul @soowannaway @statnews @daphnezohar @JMaraganore @bradloncar @ColonGraceE @Opster2014 @t_lorriman @LifeSciVC @michalpreminger @TheDawnBell So much to talk about and so little time - we need to do this twice a week :-)

On today’s #BiotechHangout, @SamFazeli8, @biotech1 (Josh Schimmer), @MatteisPaul, & @soowannaway (Graig Suvannavejh), will cover macroenvironment potential impacts on the sector, Vinay Prasad departs from FDA, @statnews article on 50th anniversary of U.S. biotech, deals: Servier to buy $DAWN for $2.5B, $ABVX denies $AZN takeover, data: $IDYA upcoming Ph 2/3 data & competitor readthrough, Roche’s Ph3 persevERA data & readthroughs to $OLMA & $LONA, obesity news: Roche/Zealand & $ABBV/Gubra amilyn data, Ascletis small molecule GLP-1, Hansoh/$REGN GLP-1, $LLY invests in China mfg. facility, ecnoglutide China approval, plus other company news & data: $GSK licenses linerixibat to Alfasigma, $BNTC clinical data for OPMD, $RLMD Ph2 interim data for HR-NMIBC, leucovorin FDA approval controversy, $DNTH CIDP data & raise, $VRTX IgAN data & IgAN landscape, $XENE data in epilepsy & concept of Wall Street “bar”, $BNTX management change & much more: x.com/i/spaces/1pjqr…

$LLY $PFE $RHHBY $JAZZ $VRTX $NBIX $MRNA $NTLA $ANLY $BBIO $IONS $TEVA $NVS $ALPMY $MRK $VIR IRA Negotiation; ASCO GU; Moderna Settlement: BI Drug Call by Bloomberg Intelligence on #SoundCloud on.soundcloud.com/YD20ZzviZKj4tR…

Timely revisit given the deal with $GILD

@adamfeuerstein Best news I have heard in this very messy world!

VInay Prasad is out at the FDA, per the WSJ.

@yaireinhorn @drrichjlaw @biospace @BiotechCH @TimOpler @daphnezohar @bradloncar @Maximus_Holla @BrandonVanZee @barronsonline It don’t forget IRA and also Opdivo - they would have an impact. For Terminal users our research is on our dashboards.

@SamFazeli8 @drrichjlaw @biospace @BiotechCH @TimOpler @daphnezohar @bradloncar @Maximus_Holla @BrandonVanZee Interesting. In this @barronsonline article - regarding the patent cliff scenario, it stated that Keytruda is predicted to go off-patent in 2028. If Keytruda is indeed protected until 2033 that means additional $160B in sales for $MRK ($32*5 years) - excellent news for Merck.

This excellent @biospace’s 📊👇shows that Keytruda - Merck’s blockbuster PD-1 inhibitor, has kept its throne as the top-selling drug of 2025 generating ~ $32B in sales. But following the rise of $LLY and $NVO weight-loss and obesity GLP-1 drugs it seems that Keytruda’s long standing reign might to be over. Eli Lilly’s tirzepatide brands - Mounjaro & Zepbound have generated $36.5B in sales combined thus surpassing $MRK cancer powerhouse. $XBI

@yaireinhorn @drrichjlaw @biospace @BiotechCH @TimOpler @daphnezohar @bradloncar @Maximus_Holla @BrandonVanZee Our analysis suggests Keytruda is likely to be protected until 2033

@drrichjlaw @biospace @BiotechCH @TimOpler @daphnezohar @bradloncar @Maximus_Holla @BrandonVanZee @SamFazeli8 Absolutely! $MRK is lagging behind in preparing for its judgement day….

Better late than never, better never late - so used to say my late chemistry teacher :-) DC Update; Obesity News; Arcellx Deal; Summit Data: BI Drug Call by Bloomberg Intelligence on #SoundCloud on.soundcloud.com/SQUjbEYb74pLu6…

bloomberg.zoom.us/webinar/regist… Join us for a webinar with Prof. Stephen Williams, Chief of the Division of Urology in the Department of Surgery at the University of Texas Medical Branch, on 2 March 2026 (10:00 pm London / 5:00 pm New York). We will break down the practice-changing data from ASCO GU 2026—the leading meeting in genitourinary oncology, spanning an estimated $50 billion market—and what the results mean for the treatment landscape going forward.

$MRK $BMY $AZN $RHHBY $PFE $NVS $JNJ $the whole biotech and pharma sector —- it impacts branded drug makers as much as biosimilar hopefuls Keytruda Protected Past 2029; Billions in Upside: BI Drug Call by Bloomberg Intelligence on #SoundCloud on.soundcloud.com/TyZEiP3a6GjN8S…

Andrew Wakefield has blood on his hands. bbc.co.uk/news/articles/…

$NVO $LLY $SNY $HIMS $AZN $RHHBY $NVS $ABBV $GILD $JNJ 1276 HK Novo's Lawsuit & 2026; 340B Drugs; Pharma Earnings: BI Drug Call by Bloomberg Intelligence on #SoundCloud on.soundcloud.com/WKYYZCVtpZnj7j…

@JMaraganore @Bloomberg Thank you for joining me John. It was a fantastic conversation.

Really enjoyed this conversation with ⁦@SamFazeli8⁩ with ⁦@Bloomberg⁩…. Talking about RNAi and more bloomberg.com/news/audio/202…

$NVO $PFE $AZN $MRK $VIR $LLY $PRGO $TEVA $SDZNY $VTRS $BAYRY Obesity Latest; Generic Opportunities; ASCO GU: BI Drug Call by Bloomberg Intelligence on #SoundCloud on.soundcloud.com/L9ewwvuhGbmdjB…

@LifeSciVC You should see our forecasts - just make sure you’re sitting down!

Putting the AI capex boom from hyperscalers into context... The entire global biopharma ecosystem spent ~$300B in R&D last year to enable new medicines This year, AI capex will be 2x+ that number, just from four tech co's, to enable Skynet's Terminator

So $EIKN trading below issue price. What does that say about the putative IPO window?

It’s as if $HIMS waited for $NVO to say all is stable in compounding world to announced Wegovy pill. How is this legal?