Great time celebrating the holidays at the New York Stock Exchange last night. It was a pleasure to join many colleagues from the #biotech finance & business communities on the iconic NYSE floor. I’m gradually becoming a true New Yorker! Happy holidays everyone! 🥂✨

The dance has begun $ABVX #Abivax #biotech #pharma www.reuters.com/business/hea...

Paramount launches a hostile takeover bid for Warner Bros Discovery worth $108.4 billion. It seems that the recent competitive bid in biopharma between $PFE and $NVO for $MTSR has served as an early Christmas inspiration for some CEOs… www.cnn.com/2025/12/08/b...

Great news reported today from two of my #portfolio companies: $KYMR (+107% over the last 6 months) and $DYN (+63% same period). Stocks are trading well on strong clinical redouts, with public markets now rewarding good data. You can own stocks into clinical catalysts and be compensated for it

$DYN announces positive topline results from the registrational expansion cohort of its Ph1/2 trial of z-rostudirsen (TfR1 targeted morpholino oligomer) in Duchenne muscular dystrophy. On track to submit for US accelerated approval in 2Q26 #portfolioCo investors.dyne-tx.com/news-release...

$KYMR announces positives results from Ph1b of KT-621 (oral STAT6 degrader) in atopic derm. Ph2b in AD is ongoing and expansion to asthma expected in 1Q26. Shares jumped 35% in premarket. Oral therapies with biologics-like activity are becoming a reality! investors.kymeratx.com/news-release...

Netflix to acquire Warner Bros Discovery for $82.7 billion. The main jewels are Warner’s film and television studios, HBO Max and HBO This deal has clearly nothing to do with biopharma, but we all love Game of Thrones, Succession, Friends etc. Happy Friday everyone! www.nbcnews.com/business/med...

It’s tiiiiime!!! 😉 Atlas Venture 2025 Year In Review www.youtube.com/watch?v=JrNo...

Last week we saw a resurgence of #biotech M&A activity: - J&J to buy Halda (RIPTAC platform for prostate cancer/solid tumors) for $3.05B - Merck to buy Cidara (antiviral for influenza) for $9.2B - AstraZeneca bought SixPeaks Bio (obesity) for $300M www.jnj.com/media-center...

Today is a very sad day. Sir John Gurdon was a titan of developmental biology. Gurdon’s foundational research, culminating in his Nobel Prize recognition in 2012, was a great source of inspiration to me as a university student at the time www.cam.ac.uk/research/new...

Great recognition to a fundamental discovery that reshaped modern #immunology. Congrats to the laureates! However, imho the Nobel committee missed the chance to acknowledge an additional key contributor to the understanding of #Foxp3 and #Treg functionality

Elegant piece by @cedric-blanpain.bsky.social in @natrevcancer.nature.com especially highlighting the recent advances of potential #therapeutic strategies to target #EMT tumor states www.nature.com/articles/s41...

Monte Rosa Therapeutics $GLUE announces collaboration with Novartis for molecular glue #degraders to treat immune-mediated diseases 2nd partnership between the 2 companies, now including $120M upfront and up to $5.7 billion total deal #biotech #immunology www.globenewswire.com/news-release...

Thrilled to have contributed to the oversubscribed $67M Series B round of NRG Therapeutics NRG is pioneering first-in-class therapies targeting #mitochondrial dysfunction for the treatment of devastating #neurodegenerative diseases such as ALS and Parkinson’s www.globenewswire.com/news-release...

Gilead's Kite enters the in vivo #CART space with $350 million Interius buyout #biotech #pharma #celltherapy www.kitepharma.com/news/press-r...

And the whispers were going in the right direction: AbbVie to acquire Gilgamesh bretisilocin, a novel, investigational therapy for major #depressive disorder, expanding its #psychiatry pipeline Total deal up to $1.2 billion #pharma #innovation #biotech news.abbvie.com/2025-08-25-A...

Novo’s Wegovy becomes first #GLP1 drug approved for MASH The only other therapy approved for #MASH, Madrigal Rezdiffra, has gotten off to a stronger-than-expected sales start: $180m in net sales in 2024, $350m over H1 2025, $1b projected annual sales in 2026 www.biopharmadive.com/news/novo-we...

Boehringer Ingelheim and Palatin Technologies to develop potential first-in-class #melanocortin receptor targeted treatment for patients with #retinal diseases Total deal up to €280 million www.globenewswire.com/news-release...

Skyhawk Therapeutics announces #strategic collaboration with Merck KGaA to discover novel #RNA targeting small molecules for #neurological disorders Total deal value exceeds $2 billion www.prnewswire.com/news-release...

Daiichi Sankyo and Merck B7-H3 targeted #ADC I-DXd (ifinatamab deruxtecan) granted FDA #Breakthrough Therapy Designation for pretreated extensive-stage SCLC www.merck.com/news/ifinata...

BMS EGFRxHER3 #bispecific #ADC iza-bren granted FDA #Breakthrough Therapy Designation for previously treated advanced EGFR-mutated NSCLC news.bms.com/news/details...

Pfizer’s #sicklecell disease drug inclacumab (P-selectin inhibitor) has flunked a key phase 3 test, the latest blow to the pharma’s $5.4 billion acquisition of Global Blood Therapeutics Thrive-131 missed its primary endpoint at 48 weeks www.pfizer.com/news/announc...

Encouraging phase 1 results of an off-the-shelf, lymph node targeted #cancer vaccine targeting common #KRAS mutations (G12D, G12R) in pancreatic and colorectal cancer from Elicio $ELTX, @mskcancercenter.bsky.social, @mdanderson.bsky.social‪‬, UCLA & clinical collabs www.nature.com/articles/s41...

Superluminal Medicines announces collaboration with Eli #Lilly to advance small molecule #therapeutics (undisclosed GPCR targets) for #cardiometabolic diseases and #obesity Total deal of up to $1.3 billion www.prnewswire.com/news-release...

Bayer and Kumquat Biosciences enter global exclusive #license and #collaboration to develop and commercialize Kumquat's #KRAS G12D inhibitor. Phase 1a study will initiate H2 2025 Total deal up to $1.3 billion #oncology #pharma #oncogene #therapeutics www.prnewswire.com/news-release...

Novartis is closer to bringing the first targeted #drug to market for Sjogren’s disease Ianalumab, a dual mechanism, #Bcell depleting antibody that targets BAFF-R, originated from #Morphosys collaboration #immunology #innovation #biopharma www.novartis.com/news/media-r...

Abbvie is in talks to acquire Gilgamesh Pharmaceuticals, a biotech company that’s developing next-generation psychedelic compounds for mental health disorders www.reuters.com/legal/transa...

GSK and Hengrui enter agreements to develop up to 12 innovative drugs across respiratory, #immunology & #inflammation and #oncology Includes license for potential best-in-class PDE3/4 inhibitor in clinical dev for COPD $500 million upfront, up to $12 billion total deal www.gsk.com/en-gb/media/...

Gate enters into a collab & license agreement w #Lilly to discover/develop molecular gate medicines > #smallmolecules that can eliminate disease-causing proteins modulating the secretory translocon Undisclosed upfront & equity investment, total deal up to $856m www.businesswire.com/news/home/20...

French biotech Abivax $ABVX has announced positive Phase 3 results for obefazimod, its first-in-class oral miR-124 enhancer, in moderate to severely active ulcerative colitis ir.abivax.com/news-release...

Roche has axed one of the #obesity assets from its $2.7 billion Carmot buyout. The dropped candidate, CT-173, is a long-acting PYY analog in preclinical dev Carmot’s former lead asset CT-388, a GLP-1/GIP agonist, is pending a go decision for Ph3 in obesity www.fiercebiotech.com/biotech/roch...

Matchpoint Therapeutics announces exclusive option and license agreement with #Novartis to develop oral #covalent inhibitors directed at an undisclosed transcription factor linked to several inflammatory diseases $60 million upfront and up to $1 billion total deal matchpointtx.com/news/matchpo...

Dispatch Bio emerges to develop a sequential gene & cell therapy for solid tumors 1) Engineered virus targets cancer cells > exposes antigen 🔥 2) CAR-T seeks out the antigen 3) Cancer cells are killed > release viral particles + antigen > flag nearby tumor > ♻️ www.biopharmadive.com/news/disptac...

Very encouraging news from Minoryx, one of my former #biotech portfolio companies Minoryx is one step closer to achieving approval for leriglitazone (NEZGLYAL) as the only pharmacological treatment for patients suffering from #cALD, a devastating #orphan disease www.minoryx.com/media/lerigl...

Sanofi to acquire Vicebio for $1.15 billion upfront to expand #respiratory vaccines pipeline Vicebio is a London-based #biotech with an early clinical-stage non-mRNA combination #vaccine candidate for respiratory syncytial virus (RSV) and human metapneumovirus (hMPV) www.sanofi.com/en/media-roo...

Sino Biopharma to acquire its Chinese peer LaNova Medicines, which previously secured licensing deals with #Merck (anti-VEGF x PD1 bispecific antibody in Ph1/2 in solid tumors) and #AstraZeneca (anti-GPRC5D ADC in Ph1/2 in r/r MM) Total deal up to $951 million www.fiercebiotech.com/biotech/sino...

AbbVie and IGI announce exclusive global #licensing agreement for ISB 2001, a first-in-class CD38 × BCMA × CD3 trispecific #antibody that is currently in Phase 1 for r/r multiple myeloma $700 m upfront and up to $1.225 bn in milestones #pharma #oncology #deal news.abbvie.com/2025-07-10-A...

This is a great example of the kind of revenue generating assets that #pharma companies facing major #patent cliffs will need in the coming years

Merck to acquire Verona Pharma for $10 billion to expand its #cardio pulmonary pipeline. The deal includes Ohtuvayre (ensifentrine), a first-in-class dual inhibitor of PDE3/4, approved for the maintenance treatment of #COPD in adults #pharma #biotech #deal www.merck.com/news/merck-t...

Lilly to acquire Verve to advance genetic medicines for cardiovascular disease. $LLY will pay $1 bn at closing, for a total aggregate deal value of up to $1.3 billion Proud investor in $VERV #pharma #biotech #deal #cardio #geneediting investor.lilly.com/news-release...

Regeneron $REGN in-licenses HS-20094, a clinical-stage dual GLP-1/GIP receptor agonist, from Hansoh Pharma. A Ph3 in #obesity in China and Ph2b trial in #diabetes are ongoing $80 million upfront, with potential additional payments of up to $1.93 billion investor.regeneron.com/news-release...

BioNTech and Bristol Myers Squibb @bristolmyerssquibb.bsky.social enter global strategic #partnership to advance BNT327 (PD-L1 x VEGF-A bispecific #antibody) & #oncology leadership

BioNTech partners with BMS to co-develop & co-commercialize BNT327, a PD-L1 x VEGF-A bispecific #antibody, for multiple solid tumors. $1.5 billion upfront, in a deal that could potentially exceed $11 billion #oncology #deal #pharma investors.biontech.de/news-release...

Sanofi to acquire Blueprint Medicines $BPMC for $9.1 billion #immunology #deal #pharma #biotech www.sanofi.com/en/media-roo...

Another China to West #oncology deal! Pfizer has entered into an exclusive global, ex-China, licensing deal with 3SBio for SSGJ-707, a bispecific PD-1 x VEGF #antibody. Phase 3 to initiate in #China in 2025 $1.25 billion upfront and up to $4.8 billion in milestones www.pfizer.com/news/press-r...

Novo Nordisk CEO to step down, presumably following the recent sharp drop in $NVO share price and to help steer Novo’s strategy amid the growing competition in the #obesity drug market www.cnbc.com/2025/05/16/n...

FDA has approved EMRELIS™ (telisotuzumab vedotin-tllv), a c-Met-directed #ADC conjugated with MMAE, for adults with previously treated advanced #NSCLC with high c-Met protein overexpression news.abbvie.com/2025-05-14-U...

Excited to be attending the 25th #BioEquityEurope in Bruges! Looking forward to reconnecting with fellow investors and #biotech colleagues across the life sciences ecosystem. Feel free to reach out if you'd like to connect during the event! #venturecapital #lifesciences

Congrats to our portfolio company AbolerIS Pharma for dosing the first cohort of their Phase 1 trial for ABO21009! We led the Series A with the goal of bringing this new class of immunomodulatory therapies to patients, and it is fantastic to see this happening now www.prnewswire.com/news-release...

Happy to announce the launch of Adaptam Therapeutics, a new #biotech company pioneering #cancer immunotherapies by disrupting the immunosuppressive #myeloid TME through glyco-immune checkpoints to treat solid tumors I’m proud to be a founding member and to have led its incubation as Board Director