Rami Rahal

@raffcolo @Cancer_Cell Do you understand the sensitivity of ES-SCLC? Is it known to be more sensitive to Topo?

cell.com/cancer-cell/fu… ARTMIS-001, phase 1a/b study of HS-20093 (GSK5764227), a B7H3 TOPO1i ADC, in lung cancer published on @Cancer_Cell 52.3% ORR in ES-SCLC (N=65) 22.4% ORR in NSCLC (N=152) B7-H3 expression levels did not significantly correlate with clinical efficacy

Professor Judea Pearl — the pioneer who invented causal reasoning in AI — says scaling won't save us. "Mathematical limitations that are not crossable by scaling up." The brutal truth: LLMs aren’t learning how the world works. They are learning how we describe the world. This resonates with most biologists: Drug discovery is hitting the same wall. We have mountains of genomic data, but most AI models just find patterns in published papers — not in the raw biology itself. They're learning what scientists think causes disease, not what actually does. Pearl's causal revolution? That's how we move from "this gene correlates with cancer" to "this gene causes cancer" — and finally design drugs that work. Until then, we're building very expensive parrots.

@seedy19tron Ramadan Mubarak

Ramadan Mubarak! 🌙 This sacred 30 day month of fasting, reflection and blessings is truly special. Personally, Ramadan has been incredibly blessed for me since I started investing, I’ve never had a down month during this holy period. Hopefully more of the same. Wishing everyone peace, strength, and abundant barakah. 🤲

@Biohazard3737 Pithy. You need to start a Dear PM column!

Canadian Prime Minister Carney’s speech in Davos is worth reading in its entirety for a coherent analysis of the new world we live in — and of the power of the nations that are supposed to have no cards in the age of empires. pm.gc.ca/en/news/speech…

$CRVS Corvus pill shows promise in early-stage eczema trial 75% of participants treated with soquelitinib achieved EASI 75 after 8 weeks compared to 20% of placebo participants offered a placebo. statnews.com/2026/01/20/cor…

@Biohazard3737 @plainyogurt21 🎯🎯🎯

Collective AUM of BioX (including the anon lurkers).

VITESSE met its primary endpoint: 46.6% of children treated with the VIASKIN® Peanut patch met response criteria at 12 months, compared to 14.8% of children in the placebo arm

$DBVT succeeds in phase 3 VITESSE ! 🚀🙌🎉 Congrats to Daniel and the team globenewswire.com/news-release/2…

@Biohazard3737 💯

@Biohazard3737 Well deserved!!

@raffcolo Love it! I’ve always thought “immunogenic cell death” is more marketing than biology!

Is there a synergistic effect between enfortumab vedotin (EV) and pembrolizumab (P) for untreated advanced urothelial carcinoma in clinical setting? This analysis suggests no! EV+P seems to follow a an independent drug action model with no evidence of synergy

@Biohazard3737 @sunrgu I suspect it’s now a mechanism to increase review time because of resourcing constraints

@skathire @MSollender @VerveTx @EliLillyandCo Congrats Sek!

Today, we are thrilled to announce that @VerveTx has entered into a definitive agreement to be acquired by @EliLillyandCo From 2018 to 2025, Verve moved a new concept (a one-dose future for the treatment of atherosclerotic cardiovascular disease) and a new medical technology (in vivo base editing) to positive initial data in patients, recently showing that our lead asset – VERVE-102 targeting PCSK9 – has the potential to deeply and durably lower blood low-density lipoprotein cholesterol after a single intravenous infusion. Now, we have an opportunity to take the next phase of this journey for VERVE-102 (further clinical development in Phase 2 and Phase 3 clinical trials, regulatory approval and ultimately, commercialization) as well as the rest of our pipeline with an ideal strategic partner in Lilly. Lilly shares our vision and we believe their global research, clinical, regulatory and commercial capabilities will help accelerate the development of our novel class of single-course gene editing medicines that will change the treatment paradigm for the millions of patients worldwide living with cardiovascular disease. My deepest thanks to the entire Verve team for their expertise, creativity and grit. We are grateful to the investigators and patients who have contributed to the success of our clinical trials so far. @VerveTx + @EliLillyandCo should emerge as a powerful combination, given their complementary cardiometabolic health capabilities, to create a novel class of single-course gene editing medicines that make life better for people around the world. Details of transaction here: investor.lilly.com/news-releases/… $VERV $LLY

PD(L)1xVEGF 𝐇𝐨𝐰 𝐢𝐭 𝐬𝐭𝐚𝐫𝐭𝐞𝐝: It's a fraud. 𝐇𝐨𝐰 𝐢𝐭'𝐬 𝐠𝐨𝐢𝐧𝐠: You can't afford not to own one. The first class of medicine where every asset has originated in China.

@BertrandBio You mean BPMC, not the old Bellus? :)

What a terrific Monday morning for biotech! A big congrats to our portfolio companies: $BPMC: Acquired by Sanofi!! This one is extra special (ex BPMer) $TRVI: FIRST ever successful phase 2 for patients with IPF chronic cough! $VERA : successful phase 3 for patients with IgAN!

DOGE @elonmusk approach feels like a surgeon trying to remove a small tumor using a saw instead of a scalpel, without pre-op imaging or taking a patient history, and also removing organs that aren’t diseased but that they just don’t like. And with med students doing the procedure

@DavidSteensma @elonmusk Glad to have you back!