David Miller
@biotechmiller.bsky.social
20+ years in the biotech business. Analyst, portfolio manager, VC, & now doing corporate communications and strategy. Avid sailor who races. All views are my own.
One life, right? Don't blow it.
One life, right? Don't blow it.
Top Goon
Goon in 60 Seconds
Goonies (oh, wait...)
Goon in 60 Seconds
Goonies (oh, wait...)
Goon a movie
Tell Me That You Love Me, Junie Goon.
Tell Me That You Love Me, Junie Goon.
Goon a movie
Goonstruck
Goonstruck
November 15, 2025 at 4:01 AM
Top Goon
Goon in 60 Seconds
Goonies (oh, wait...)
Goon in 60 Seconds
Goonies (oh, wait...)
One more on the biotech sector. $BBC (basket of clin-stage biotech) has crossed the $IBB (pharma & big bio basket). This is traditionally a buy signal for biotech stocks. (We all used to use $XBI for this until its silly re-weighting, so now it's BBC).
November 14, 2025 at 4:01 PM
One more on the biotech sector. $BBC (basket of clin-stage biotech) has crossed the $IBB (pharma & big bio basket). This is traditionally a buy signal for biotech stocks. (We all used to use $XBI for this until its silly re-weighting, so now it's BBC).
Reposted by David Miller
Or, as the MIZUHO desk wrote yesterday: “We haven’t seen healthcare outperformance like this in nearly a decade.”
$XLV
$XLV
BofA Flow Show: Biggest inflow to healthcare since Jan’21 $XLV
November 14, 2025 at 10:54 AM
Or, as the MIZUHO desk wrote yesterday: “We haven’t seen healthcare outperformance like this in nearly a decade.”
$XLV
$XLV
Just a note for the traders in the room... Things are LOVELY in the biotech space as we've had two competitive bidding wars for acquiring a public company in as many weeks $AVDL $ALKS $HLBBF $PFE $NVO $MTSR
November 14, 2025 at 3:51 PM
Just a note for the traders in the room... Things are LOVELY in the biotech space as we've had two competitive bidding wars for acquiring a public company in as many weeks $AVDL $ALKS $HLBBF $PFE $NVO $MTSR
Not for nothing, but also an apt metaphor for politics. Right and left shouting at each other while EVERYONE else just tries to get on with their lives.
White Grunt vs French Grunt: An Interspecies Grunt-Off for the Ages!!! #whitegrunt #frenchgrunt #gruntoff #mouthtomouth #animalswillbeanimals #showdown #thrillaincoralcity #coral #coralhead #coralcitycamera #miami #portmiami #biscaynebay #coralcity
November 14, 2025 at 3:41 PM
Not for nothing, but also an apt metaphor for politics. Right and left shouting at each other while EVERYONE else just tries to get on with their lives.
Baseball writers should be fucking ashamed of themselves. Cal Raleigh is the AL MVP. Period.
Morons.
Morons.
November 14, 2025 at 2:37 AM
Baseball writers should be fucking ashamed of themselves. Cal Raleigh is the AL MVP. Period.
Morons.
Morons.
I co-taught entrepreneurship for a decade at the college level. The #1 reason against jumping into their beloved biz idea? Healthcare insurance cost. Then the ACA came and helped, something it does NOT get enough credit for. "Feeling like entrepreneurs" doesn't mean what he thinks it means.
November 12, 2025 at 12:47 AM
I co-taught entrepreneurship for a decade at the college level. The #1 reason against jumping into their beloved biz idea? Healthcare insurance cost. Then the ACA came and helped, something it does NOT get enough credit for. "Feeling like entrepreneurs" doesn't mean what he thinks it means.
Didn't have that name on my bingo card. Did you?
November 12, 2025 at 12:39 AM
Didn't have that name on my bingo card. Did you?
Reposted by David Miller
Amazon is helping fund a $300 million build of a ballroom for the White House.
Independent bookstores are donating to food banks and organizations that help with food insecurity.
They are not the same.
Independent bookstores are donating to food banks and organizations that help with food insecurity.
They are not the same.
October 30, 2025 at 4:01 PM
Amazon is helping fund a $300 million build of a ballroom for the White House.
Independent bookstores are donating to food banks and organizations that help with food insecurity.
They are not the same.
Independent bookstores are donating to food banks and organizations that help with food insecurity.
They are not the same.
Anyone else spend time looking up "killigram" this morning to make sure they didn't miss some accepted alternative spelling for "kilogram"?
October 22, 2025 at 3:20 PM
Anyone else spend time looking up "killigram" this morning to make sure they didn't miss some accepted alternative spelling for "kilogram"?
Huh. Bravo Ontario. 👏
October 21, 2025 at 1:11 AM
Huh. Bravo Ontario. 👏
October 20, 2025 at 3:06 PM
Reposted by David Miller
A university that signs the “compact” is one that acknowledges its own inability to compete and succeed based talent and merit. It would signal insecurity and mediocrity to current and future students and faculty. Say no. Recruit the best people, protect their freedom and support their hard work.
October 18, 2025 at 12:05 AM
A university that signs the “compact” is one that acknowledges its own inability to compete and succeed based talent and merit. It would signal insecurity and mediocrity to current and future students and faculty. Say no. Recruit the best people, protect their freedom and support their hard work.
Reposted by David Miller
Seven years ago today, Washington Post journalist Jamal Khashoggi was tortured, murdered and then dismembered. And any so-called comedian who can't stand up tonight in Riyadh and do ten minutes on that kind of hijinx and horseplay just isn't worth the Saudi blood money he's being paid.
October 2, 2025 at 1:04 PM
Seven years ago today, Washington Post journalist Jamal Khashoggi was tortured, murdered and then dismembered. And any so-called comedian who can't stand up tonight in Riyadh and do ten minutes on that kind of hijinx and horseplay just isn't worth the Saudi blood money he's being paid.
Reposted by David Miller
There's been a lot of confusion about which states could redraw their House maps before the midterms, so we've put together a definitive guide to every state that could actually do so—16 in all.
We explain the likelihood of new maps, probable targeted districts, and any obstacles to passage.
We explain the likelihood of new maps, probable targeted districts, and any obstacles to passage.
Here's every state that could draw a new congressional map by 2026
Most states can't pass new maps quickly—but those that can favor Republicans
www.the-downballot.com
October 3, 2025 at 3:22 PM
There's been a lot of confusion about which states could redraw their House maps before the midterms, so we've put together a definitive guide to every state that could actually do so—16 in all.
We explain the likelihood of new maps, probable targeted districts, and any obstacles to passage.
We explain the likelihood of new maps, probable targeted districts, and any obstacles to passage.
Thank you Boston Globe.
h/t @pearlf.bsky.social for catching this.
h/t @pearlf.bsky.social for catching this.
September 22, 2025 at 10:45 PM
Thank you Boston Globe.
h/t @pearlf.bsky.social for catching this.
h/t @pearlf.bsky.social for catching this.
IT would be helpful for everyone if y'all could do one simple thing: Quit trying to ascribe logic to these people. Quit attempting to explain their actions and statement through a lens of rationality. Start using words like, "lie", "unacceptable", "false", "unqualified", "junk science".
September 19, 2025 at 5:52 PM
IT would be helpful for everyone if y'all could do one simple thing: Quit trying to ascribe logic to these people. Quit attempting to explain their actions and statement through a lens of rationality. Start using words like, "lie", "unacceptable", "false", "unqualified", "junk science".
Reposted by David Miller
so many dead canaries and we just keep on mining
September 17, 2025 at 11:10 PM
so many dead canaries and we just keep on mining
When colleagues ask me how my day is going, I think I'm going to start answering some variation on, "Down 2" or "Up 3". They'll eventually learn this corresponds to the net decrease/increase in number of Things to Do sticky notes on my desk. I bet I can start a trend...
September 17, 2025 at 9:48 PM
When colleagues ask me how my day is going, I think I'm going to start answering some variation on, "Down 2" or "Up 3". They'll eventually learn this corresponds to the net decrease/increase in number of Things to Do sticky notes on my desk. I bet I can start a trend...
Simple first cocktail this evening. Dark & Stormy with Kraken on the left and the more traditional Goslings on the right. With apologies to Goslings since they sponsor several of our local sailing race events, we prefer the Kraken. Bundeberg ginger beer for the base.
September 14, 2025 at 2:32 AM
Simple first cocktail this evening. Dark & Stormy with Kraken on the left and the more traditional Goslings on the right. With apologies to Goslings since they sponsor several of our local sailing race events, we prefer the Kraken. Bundeberg ginger beer for the base.
Reposted by David Miller
Well, if we're going to start imaginine correlations with autism that don't actually exist... (Data and charting courtesy of Co-Pilot)
April 17, 2025 at 3:22 PM
Well, if we're going to start imaginine correlations with autism that don't actually exist... (Data and charting courtesy of Co-Pilot)
Reposted by David Miller
Colleagues and I have reviewed 1,704 vaccine RCTs that have been published. These have included 10.5M participants. 661 of these used inert (eg, saline) placebo controls.
ALL VACCINES that are recommended have been studied in placebo-controlled trials.
docs.google.com/spreadsheets...
ALL VACCINES that are recommended have been studied in placebo-controlled trials.
docs.google.com/spreadsheets...
Controlled Vaccine RCTs (Living List)
docs.google.com
September 4, 2025 at 5:54 PM
Colleagues and I have reviewed 1,704 vaccine RCTs that have been published. These have included 10.5M participants. 661 of these used inert (eg, saline) placebo controls.
ALL VACCINES that are recommended have been studied in placebo-controlled trials.
docs.google.com/spreadsheets...
ALL VACCINES that are recommended have been studied in placebo-controlled trials.
docs.google.com/spreadsheets...
Reposted by David Miller
If you had told me in 2012 that Mitt Romney’s presidential campaign manager would be posting like this 13 years later i would not have believed you
August 30, 2025 at 3:27 PM
If you had told me in 2012 that Mitt Romney’s presidential campaign manager would be posting like this 13 years later i would not have believed you