Sam Fazeli

On today’s #BiotechHangout @SamFazeli8, @biotech1 (Josh Schimmer), @EricSchmidt151, & @t_lorriman will cover deals & financings: $BMY/Hengrui up to ~$15B partnership deal, $ARVN/ $PFE $85M upfront licensing deal w/$RIGL for newly approved Veppanu, Isomorphic’s massive $2.1B Series B, policy & regulatory: Makary’s resignation & what this means for biotech, plus company news & data: $BIIB tau data, $INBX interim Phase 2 data & major stock shifts, $MRNA Hantavirus vaccine, & what’s hot at #ASCO2026, #ADA2026, & #EHA2026 & much more: x.com/i/spaces/1njol…

@yaireinhorn @JessieChimni @IsomorphicLabs @demishassabis @GoogleDeepMind @BiotechCH @bradloncar @BioStocks @bioinvestor24 @BiopharmIQ And where are the healthcare specialists? Were not let in or just didn’t like the valuation or deal structure?

@JessieChimni @IsomorphicLabs @demishassabis @GoogleDeepMind @SamFazeli8 @BiotechCH @bradloncar @BioStocks @bioinvestor24 @BiopharmIQ If only…This round was led by Thrive Capital and included heavyweight hitters like Alphabet and GV alongside investors like MGX, Temasek, CapitalG and the UK Sovereign AI Fund. Unfortunately, with names of this magnitude I don’t think that retail investors are on the menu….

IMO @IsomorphicLabs $2.1B historic funding round is a huge step in fulfilling @demishassabis exciting predictions of how AI will transform human health👇- an AI-accelerated drug development process of weeks instead of years & a promise to cure all diseases in the next 10 years!

Moderna Shares Jump on Hantavirus Vaccine Talk youtu.be/4-Dl1mneAlI?si… via @YouTube

@BiotechCH @biotech1 @MatteisPaul @EricSchmidt151 @YaronWerber @statnews @ADeAngelis_bio @gline @daphnezohar @JMaraganore @LifeSciVC @bradloncar @TimOpler @t_lorriman Great discussion - loved @adamfeuerstein question for @EricSchmidt151 - can’t wait till we get to ASCO and start debating the data :-)

On today’s #BiotechHangout @biotech1 (Josh Schimmer), @MatteisPaul, @EricSchmidt151, @YaronWerber, guest @statnews’ @ADeAngelis_bio will cover markets & M&A: big-time secondary raises ($CYTK, $AVTX), M&A: $UCB/Candid (up to $2.2B), Angelini/$CPRX ($4.1B), Bayer/Perfuse (up to $2.45B), volatility of mid-cap newbie biotech/launch stories, investor interest in commercial-stage biotechs, learnings from Q1 earnings, regulatory: $SNY pulls teplizumab out of commission’s  review program, FDA defends $REPL rejection while signaling path for $ATRA, press around Makary’s tenure, plus data: $CYTK non-obstructive & readthroughs, $ENGN NMIBC data, $JNJ DUET UC/CD data at #DDW2026, $RYTM up after Imcivree HO launch, $CLNN path forward w/NfL data & much more: x.com/i/spaces/1oxwb…

Talking about the biotech bull run and a whole load more podcasts.apple.com/gb/podcast/van…

$LLY $NVO $ASND $PFE $MRK $RHHBY $ZLDPF $RVMD $ERAS $NVS Obesity Latest, KRAS & Growth Hormone Updates: BI Drug Call by Bloomberg Intelligence on #SoundCloud on.soundcloud.com/J1vsQUJVlTo0Yn…

@BiotechObserver @drbennisahmed Not sure how to read this. It detracts from the muscle preservation claim for the experimental arm.

@drbennisahmed Why does the experiment show lean mass preserved with GLP1-GIP also, when we know that is not the case?

Saw some wild obesity drug data 🔬 — a new triple agonist (GLP-1+GIP+Laniglutide) caused ~38% body weight loss in mice over 40 days vs ~25% for the dual agonist alone. Nearly 80% fat mass lost while lean muscle was fully preserved. Early stage but the numbers are insane 👀 #GLP1 #Obesity #WeightLoss #Metabolic #DrugDiscovery

@StephenVLiu @JTOonline We need the same study for osi+chemo vs osi

Impact of 1L amivantamab + lazertinib vs osimertinib on acquired resistance in EGFR mutant NSCLC @JTOonline. Ami/laz reduces MET amp (3.4% vs 13.1%) and acquired EGFR resistance mts (1.4% vs 7.6%). 2L PFS longer in ami/laz arm vs osi (8.4m vs 5.3m). jto.org/article/S1556-…

@PearlF Very fair point

It sounds very promising, especially if AZ & Amgen have been involved, but it's also difficult to know how it's really going since Makary has a history of making big announcements, including about AI last year too, that aren't accurate. Here's an example from last year: engadget.com/ai/fda-employe…

This is very promising, allowing drugs to get to patients faster and costing pharma companies a little less. But getting to market faster only increases the NPV of the drug by as much as IRA would allow. Now what the industry and FDA need to do is to speed up the process of getting drugs into man faster to catch up with China.

$LLY $NVO $ RHHBY $RVMD $AZN $JAZZ $ZYME $AMGN $BMY $TNGX $VSTM $ABBV $MRK $PFE $ZLAB $SMMT Obesity Medicare Coverage, AACR Highlights: BI Drug Call by Bloomberg Intelligence on #SoundCloud on.soundcloud.com/8hSiUGwm8xcy5Q…

@BioStocks @adamfeuerstein One deal a week?

$LLY to acquire Ajax Therapeutics for up to $2.3 Billion in cash prnewswire.com/news-releases/…

Thank you ⁦@cngarabedian⁩ for a wide ranging conversation podcasts.apple.com/gb/podcast/van…

Again a bit late - @AACR got in the way. $REGN $RVMD $BMY $ALLO $GSK $INCY $ABBV $MRK $GMAB $RHHBY Regeneron vs. Bristol; RevMed, ALLO, GSK Data: BI Drug Call by Bloomberg Intelligence on #SoundCloud on.soundcloud.com/YNSsw6Xg2bo2ST…

@matthewherper @BiotechCH Totally right @matthewherper Absolutely shocking that even supposedly highly famous experts are reposting it.

This new analysis of Alzheimer's drugs is such a good example of why we can't make any headway as a society. There is probably a good debate to be had on whether the risks and costs of the two approved beta amyloid drugs, Leqembi and Kisunla, are justified by their benefits. This is not that. The @cochranecollab authors took the data from the 15 Alzheimer's drugs that failed in clinical trials but had the same basic medicine (antibodies against beta amyloid) as the two that succeeded and lumped them all together. You don't need statistics to know how silly this is. If you lumped the two fastest sprinters in the world with 15 people who never qualified for a race you'd conclude all people are slow. Having good debates requires both sides to put forward a thoughtful argument that takes into account the view of the other side. This is not that. $LLY. And seriously, @ProfRobHoward, how is this wellconstructured?

@drrichjlaw I am not sure why - was I very unclear?

He refused to answer a question from @SamFazeli8 about mRNA vaccines.

Rick Pazdur, former head of CBER at FDA being interviewed at #AACR.

@aakashgupta Of course HOIT means HIIT - thanks X for helping fix spelling errors

@aakashgupta What about a cyclist who does lots of HOIT and plays golf too?

Tennis players live 9.7 years longer than sedentary people. Not 9.7 months. 9.7 years. Nearly a decade. The Copenhagen City Heart Study tracked 8,577 people for 25 years and ranked every sport by how much life it adds. Badminton: 6.2 years. Soccer: 4.7. Cycling: 3.7. Swimming: 3.4. Jogging: 3.2. Tennis almost triples jogging. A separate study of 80,000 adults found racket sports cut all-cause mortality by 47% and cardiovascular death by 56%. Swimming hit 41%. Aerobics hit 36%. The question is why racket sports destroy everything else. Three mechanisms stack on top of each other. First, the physical demands. A tennis rally requires explosive sprints, lateral cuts, and sustained aerobic output. You're training fast-twitch and slow-twitch muscle fibers simultaneously. Most cardio only trains one system. Second, the cognitive load. You're reading spin, predicting angles, adjusting position, and executing motor patterns in real-time. Your brain is solving spatial puzzles at 80+ mph. That hand-eye coordination and strategic processing builds neural connections that protect against cognitive decline. Third, and this is the one researchers keep coming back to: you literally cannot play alone. Every racket sport requires another person on the other side of the net. That forced social interaction triggers neurochemical benefits that solitary exercise cannot replicate. Strong social connection alone increases your chance of longevity by 50%. Jogging is you and your thoughts. Tennis is you, a strategic opponent, and a community. Dr. Daniel Amen is right. The data is overwhelming. If you want the single highest-ROI activity for a longer life, pick up a racket.

$NVO $GILD $VTRS $ABBV $MRK $CORT $GMAB $LLY $GSK $BNTX $PFE $RHHBY Gilead M&A, New Tariffs, Wegovy Patent, SGO Data: BI Drug Call by Bloomberg Intelligence on #SoundCloud on.soundcloud.com/TfyCye6bfd3xCT…

@adamfeuerstein And all this on a risk-off day

A momentous Monday for biotech data readouts.