Alan Horsager
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horsager.bsky.social
Alan Horsager
@horsager.bsky.social
President & CEO of Duet BioTherapeutics • Interested in oncology, oligonucleotides, genetic medicines, and human strength & endurance. Contemplating how to spend more time outdoors.

"The shape of the curve is what matters. Not their origins."
Small interfering RNAs (siRNAs) are short, double-stranded RNA molecules that play a key role in the RNA interference (RNAi) pathway, a natural process used by cells to regulate gene expression and defend against viruses.
July 13, 2024 at 1:49 AM
Antisense oligonucleotides (ASOs) are short, strands of DNA or RNA designed to bind specifically to the messenger RNA (mRNA), the molecules that carry instructions from DNA for making proteins.

www.concept.bio/arti...
The Modalities of RNA Therapeutics — Concept Bio | Biotech Company Building & Consulting Services
The DNA inside each cell of our body consists of approximately 20,000 protein-coding genes, which accounts for only 1-2% of the entire human genome. From this same DNA come tens of millions of RNA molecules, the fundamental coding sequences for protein synthesis and the regulation of cellular functions. This creates the image that the human cell is simply a bag of RNA, an abstraction that highlights the relative abundance of RNA in cells and its crucial role in understanding health and disease.
www.concept.bio
July 11, 2024 at 2:49 AM
In the world of genetic medicine, RNA therapeutics stand out for their versatility and precision in targeting and modulating gene expression.
July 9, 2024 at 12:19 AM
Just as Big Pharma has shifted its early drug discovery to biotech startups, it has also moved away from traditional in-house CRO tasks such as therapeutic drug manufacturing, toxicology safety, DNA sequencing, and, to some degree, regulatory support.
July 6, 2024 at 12:49 AM
The launch of the Clinical and Translational Science Awards (CTSAs) by the NIH in 2006 marked a significant boost in translational research funding. Today, over 60 leading medical institutions each receive approximately $10 million annually through this program.

www.jci.org/articles...
July 4, 2024 at 1:19 AM
Although there is hope that biotech markets are improving, the life science sector still feels like it’s very much in the doldrums. Biotech is traditionally the canary in the coal mine for economic downturns and often the last to recover.

www.concept.bio/arti...
Five Reasons Science Is Good Business — Concept Bio | Biotech Company Building & Consulting Services
Although there is hope that biotech markets are improving, the life science sector still feels like it’s very much in the doldrums. Biotech is traditionally the canary in the coal mine for economic downturns and often the last to recover. Nevertheless, the industry is not going anywhere and there are many reasons to be optimistic about its long-term potential.
www.concept.bio
July 2, 2024 at 12:49 AM
RNA therapeutics hinge on a remarkably elegant concept: rather than permanently altering the DNA within a cell's nucleus, these therapies temporarily adjust what proteins are produced by cells.
June 29, 2024 at 12:34 AM
RNA, or ribonucleic acid, is an essential molecule in the synthesis of proteins and the regulation of gene expression. It acts as the messenger that carries instructions from DNA for controlling the synthesis of proteins, which are essential for all living cells and viruses.
June 27, 2024 at 1:34 AM
Has biotech’s access to specialized, tacit knowledge improved?

While it is true that much of biotech R&D relies on tacit knowledge, the sector has evolved mechanisms to codify and share this knowledge more effectively than ever before.
June 21, 2024 at 12:04 AM
Has biotech successfully created a modular, integrated network for drug development?

The biotech industry has become much more modular over the last two decades rather than vertically integrated.
June 18, 2024 at 11:34 PM
Is Drug Development is Monolithic?

Drug research and development cannot be conducted in a modular fashion, meaning that the various biotech disciplines must work as an integrated system or whole.

www.concept.bio/arti...

1/11
The Fundamental Flaws of the Biotech Anatomy — Concept Bio | Biotech Company Building & Consulting Services
In a 2006 Harvard Business Review article, Gary Pisano contended that the biotech industry struggled to establish itself as a genuine, value-generating business sector. Despite attracting more than $300 billion in capital, and the extraordinary commercial success of companies such as Amgen and Genentech, most biotechnology firms had earned no profit.
www.concept.bio
June 17, 2024 at 7:17 PM
I'm a fan of GRAIL and what they're trying to do with Galleri.

But to go from an $7.1B acquisition by Illumina (the same company that founded Grail), to an IPO that puts them at a market cap of $450M is...unfortunate.

www.renaissancecapit...
1/3
GRAL IPO News - Four years after its IPO attempt, Grail will list on the Nasdaq in June via direct spin-off to Illumina shareholders
Illumina (Nasdaq: ILMN) announced on Monday that it plans to spin off cancer detection subsidiary GRAIL, which is expected to trade on the Nasdaq under the ticker GRAL following a share distribution to Illumina shareholders.
www.renaissancecapital.com
June 15, 2024 at 12:02 AM
How has biotech been able to reduce scientific uncertainty?

Despite its inherent uncertainties, the biotech industry has significantly advanced in mitigating risks through improved methodologies and technologies over the past two decades.

www.concept.bio/arti...
The Fundamental Flaws of the Biotech Anatomy — Concept Bio | Biotech Company Building & Consulting Services
In a 2006 Harvard Business Review article, Gary Pisano contended that the biotech industry struggled to establish itself as a genuine, value-generating business sector. Despite attracting more than $300 billion in capital, and the extraordinary commercial success of companies such as Amgen and Genentech, most biotechnology firms had earned no profit.
www.concept.bio
June 14, 2024 at 1:00 PM
Flaw #1: Science Carries Much Uncertainty

“Deep Tech” ventures that involve engineering, such as Elon Musk’s SpaceX, are clearly very challenging. However, in engineering, there is always a right pathway of getting from A to B.

news.stonybrook.edu/...
1/7
How High-Risk, High-Reward Research Fosters Scientific Discovery - SBU News
The United States spends more on research and development (R&D) than any other country, but that fact tells only half the tale. R&D spending growth has slowed in the U.S. while surging in other countries. China saw a 7.9% year- over-year increase in R&D spending from 2016 to 2017, according to the Organisation for Economic
news.stonybrook.edu
June 13, 2024 at 1:00 PM
Is the Biotech Anatomy flawed?

The "Biotech Anatomy" refers to the ecosystem comprising the sector's key stakeholders, including start-ups, established Big Pharma companies, academic institutions, private and public investors, and patients.

hbr.org/2006/10/can-...

1/5
Can Science Be a Business?: Lessons from Biotech
Reprint: R0610H In 1976, Genentech, the first biotechnology company, was founded by a young venture capitalist and a university professor to exploit recombinant DNA technology. Thirty years and more than $300 billion in investments later, only a handful of biotech firms have matched Genentech’s success or even shown a profit. No avalanche of new drugs has hit the market, and the long-awaited breakthrough in R&D productivity has yet to materialize. This disappointing performance raises a question: Can organizations motivated by the need to make profits and please shareholders successfully conduct basic scientific research as a core activity? The question has largely been ignored, despite intense debate over whether business’s invasion of basic science—long the domain of universities and nonprofit research institutions—is limiting access to discoveries, thereby slowing advances in science. Biotech has not lived up to its promise, says the author, because its anatomy, which has worked well in other high-tech sectors, can’t handle the fundamental challenges facing drug R&D: profound, persistent uncertainty and high risks rooted in the limited knowledge of human biology; the need for the diverse disciplines involved in drug discovery to work together in an integrated fashion; and barriers to learning, including tacit knowledge and murky intellectual property rights, which can slow the pace of scientific advance. A more suitable anatomy would include increased vertical integration; a smaller number of closer, longer collaborations; an emphasis by universities on sharing rather than patenting scientific discoveries; more cross-disciplinary academic research; and more federal and private funding for translational research, which bridges basic and applied science. With such modifications, science can be a business.
hbr.org
June 12, 2024 at 1:00 PM
Reposted by Alan Horsager
For the record: I do not agree w/recent prognostications and headlines claiming that Fire Season 2024 will likely be a quiet/below average one in Western U.S. It may start slowly/be "below avg" initially, but I strongly expect rapid shift to above-average activity by Aug-Sep.
June 11, 2024 at 7:14 PM
Where we started.

In 1976, Genentech demonstrated the potential of biotechnology in drug development. Along with semiconductor and computer hardware companies, they also pioneered a business model that has significantly influenced how biotech companies are built.

www.labiotech.eu/in-...
Humble Beginnings: The Origin Story of Modern Biotechnology
The history of modern biotechnology began around four decades ago, with the invention of genetic engineering and the foundatio of Genentech.
www.labiotech.eu
June 11, 2024 at 1:00 PM
In a 2006 Harvard Business Review article, Gary Pisano contended that the biotech industry struggled to establish itself as a genuine, value-generating business sector.
1/4
June 10, 2024 at 5:00 PM
10 points if you can guess where I am.
August 26, 2023 at 9:50 PM
Reposted by Alan Horsager
I just learnt about the 24/7 webcam of a Namibian watering hole and think you should, too.

Right now there was a weird animal sound and 6 zebras just bolted, leaving a bemused looking warthog wallowing in the mud and some bison-type things serenely ignoring it all.
Namibia: Live stream in the Namib Desert
Live feed, from a waterhole in the heart of Namibia Complementing the magnificence of the Namib Desert’s never-ending red sand dunes, Namibia Cam’s waterhole...
www.youtube.com
August 24, 2023 at 2:08 PM
I find mTOR to be a highly interesting, complex molecule. On the one hand, you want it to be activated to build muscle but, at the same time, activation of mTOR may lead to cancer growth.
Research into use of diabetes medication for treatment of metastatic prostate cancer: Active ingredi...
Patients with localized prostate cancer have a good chance of survival, but mortality rates among those with advanced, metastatic forms of the condition remain high. Until now, the precise mechanism b...
www.sciencedaily.com
August 23, 2023 at 5:32 PM
Is it worth $499 just to have a front-row seat to see how this trainwreck plays out? I'm guessing there are some buyers.

I guess when you got a brand and an audience, what else is there to do but sell them stuff?
We regret to inform you that Fyre Festival II tickets are on sale
Billy McFarland has officially announced Fyre Festival II, with tickets beginning at $499: 'It has been the absolute wildest journey to get here.'
ew.com
August 22, 2023 at 9:46 PM
I have spent 2 hours on a sailboat with a solid 5 min of direct control of the tiller. I also have watched at least 25 hours of YouTube videos on sailing while sick with Covid. Message me if you’re looking for a sailboat charter captain.
How Sails Work or How Sailboats Sail into the Wind
Traditional sailboats can only sail with the wind behind them. But modern sailboats have sail designs that enable them to sail in any direction regardless of...
youtu.be
August 22, 2023 at 4:35 AM