Ruben Sebastian
@rubensebas.bsky.social
Biotech investor & board member | Covering biotech, drug development, venture capital, startups and pharma |📍New York
https://www.linkedin.com/in/rubensebastianperez/
https://www.linkedin.com/in/rubensebastianperez/
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! 🥂✨
December 17, 2025 at 1:00 PM
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! 🥂✨
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...
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...
Paramount launches a hostile takeover bid for Warner Bros. Discovery | CNN Business
Paramount has gone straight to Warner Bros. Discovery’s shareholders with an all-cash offer in an extraordinary endeavor to gain control of Hollywood’s most sought-after prize — a bid that Netflix bea...
www.cnn.com
December 8, 2025 at 4:51 PM
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...
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
December 8, 2025 at 4:05 PM
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...
#portfolioCo
investors.dyne-tx.com/news-release...
investors.dyne-tx.com
December 8, 2025 at 3:29 PM
$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...
#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...
Oral therapies with biologics-like activity are becoming a reality!
investors.kymeratx.com/news-release...
investors.kymeratx.com
December 8, 2025 at 3:23 PM
$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...
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...
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...
Netflix agrees to buy Warner Bros. and HBO Max, creating streaming titan
If approved by Trump administration regulators, the deal would lead to a new entertainment and technology behemoth.
www.nbcnews.com
December 5, 2025 at 1:39 PM
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...
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...
Atlas Venture Year in Review 2025 - B. Booth
YouTube video by Atlas Venture
www.youtube.com
November 24, 2025 at 1:48 PM
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...
- 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...
Johnson & Johnson set to revolutionize the treatment of cancer with the acquisition of Halda Therapeutics
Acquisition provides highly differentiated clinical-stage treatment for prostate cancer, building on Johnson & Johnson’s nearly two decades of innovation in the disease area Lead asset shows potential...
www.jnj.com
November 24, 2025 at 1:43 PM
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...
- 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...
www.cam.ac.uk/research/new...
Nobel Laureate Professor Sir John Gurdon dies aged 92
It is with great sadness that the University shares the news of the death of Professor Sir John Gurdon, founder of the Gurdon Institute.
www.cam.ac.uk
October 7, 2025 at 7:15 PM
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...
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
However, imho the Nobel committee missed the chance to acknowledge an additional key contributor to the understanding of #Foxp3 and #Treg functionality
October 6, 2025 at 12:03 PM
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
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...
www.nature.com/articles/s41...
Identification, functional insights and therapeutic targeting of EMT tumour states - Nature Reviews Cancer
In this Review, Dong and Blanpain outline our current understanding of the epithelial-to-mesenchymal transition in cancer, which we now know is not a simple binary switch but the existence of a series of different tumour states. The authors also discuss the implications of this knowledge for pharmacologically targeting epithelial-to-mesenchymal transition to overcome therapy resistance.
www.nature.com
September 30, 2025 at 12:21 PM
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...
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...
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...
Monte Rosa Therapeutics Announces Collaboration with Novartis for Degraders to Treat Immune-mediated Diseases
Monte Rosa Therapeutics Announces Collaboration with Novartis for Degraders to Treat Immune-mediated Diseases
...
www.globenewswire.com
September 15, 2025 at 5:02 PM
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...
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...
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...
NRG Therapeutics Announces Oversubscribed £50m ($67m) Series B Financing to Deliver Clinical Data in Parkinson’s and Proof of Concept in ALS/MND
Oversubscribed £50m Series B led by SV Health Investors’ Dementia Discovery Fund, alongside other new investors British Business Bank, M Ventures, Novartis...
www.globenewswire.com
September 8, 2025 at 10:34 PM
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...
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...
#biotech #pharma #celltherapy
www.kitepharma.com/news/press-r...
Kite to Acquire Interius BioTherapeutics to Advance In Vivo Platform
Kite to Acquire Interius BioTherapeutics to Advance In Vivo Platform
www.kitepharma.com
August 25, 2025 at 4:05 PM
Gilead's Kite enters the in vivo #CART space with $350 million Interius buyout
#biotech #pharma #celltherapy
www.kitepharma.com/news/press-r...
#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...
Total deal up to $1.2 billion
#pharma #innovation #biotech
news.abbvie.com/2025-08-25-A...
AbbVie to Acquire Gilgamesh Pharmaceuticals' Bretisilocin, a Novel, Investigational Therapy for Major Depressive Disorder, Expanding Psychiatry Pipeline
Gilgamesh's lead asset, bretisilocin (GM-2505), is a potential best-in-class psychedelic compound currently in Phase 2 development for the treatment of major depressive disorder (MDD)....
news.abbvie.com
August 25, 2025 at 3:04 PM
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...
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...
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...
Novo’s Wegovy becomes first GLP-1 drug approved for MASH
The FDA clearance sets Novo’s medicine up a market battle with Madrigal Pharmaceuticals’ fast-selling Rezdiffra.
www.biopharmadive.com
August 18, 2025 at 8:44 PM
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...
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...
Total deal up to €280 million
www.globenewswire.com/news-release...
Boehringer Ingelheim and Palatin Technologies to develop potential first-in-class melanocortin receptor targeted treatment for patients with retinal diseases
Boehringer and Palatin Technologies team up to develop potential first-in-class melanocortin receptor targeted treatment for patients with retinal...
www.globenewswire.com
August 18, 2025 at 8:37 PM
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...
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...
Total deal value exceeds $2 billion
www.prnewswire.com/news-release...
Skyhawk Therapeutics Announces Strategic Collaboration with Merck KGaA, Darmstadt, Germany to Discover Novel RNA-Targeting Small Molecules for Neurological Disorders
/PRNewswire/ -- Skyhawk Therapeutics, Inc., a leader in the discovery and development of small molecules that modulate RNA expression, today announces a...
www.prnewswire.com
August 18, 2025 at 8:33 PM
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...
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...
www.merck.com/news/ifinata...
Ifinatamab Deruxtecan Granted Breakthrough Therapy Designation by U.S. FDA for Patients with Pretreated Extensive-Stage Small Cell Lung Cancer - Merck.com
Data from IDeate-Lung01 trial will be presented at upcoming IASLC 2025 World Conference on Lung Cancer First Breakthrough Therapy Designation for Daiichi Sankyo and Merck’s ifinatamab deruxtecan based...
www.merck.com
August 18, 2025 at 8:26 PM
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...
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...
news.bms.com/news/details...
Izalontamab Brengitecan (EGFRxHER3 ADC) Granted Breakthrough Therapy Designation by U.S. FDA for Patients with Previously Treated Advanced EGFR-Mutated Non-Small Cell Lung Cancer
Izalontamab Brengitecan (EGFRxHER3 ADC) Granted Breakthrough Therapy Designation by U.S. FDA for Patients with Previously Treated Advanced EGFR-Mutated Non-Small Cell Lung Cancer Redmond, Washington a...
news.bms.com
August 18, 2025 at 8:22 PM
BMS EGFRxHER3 #bispecific #ADC iza-bren granted FDA #Breakthrough Therapy Designation for previously treated advanced EGFR-mutated NSCLC
news.bms.com/news/details...
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...
Thrive-131 missed its primary endpoint at 48 weeks
www.pfizer.com/news/announc...
Pfizer Provides Update on Phase 3 Inclacumab Study for the Treatment of People with Sickle Cell Disease | Pfizer
NEW YORK, Friday, August 15, 2025 – Pfizer Inc. (NYSE: PFE) today announced results from the Phase 3 THRIVE-131 study evaluating inclacumab, an investigational P-selectin inhibitor, in patients 16 yea...
www.pfizer.com
August 18, 2025 at 7:50 PM
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...
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...
www.nature.com/articles/s41...
Lymph node-targeted, mKRAS-specific amphiphile vaccine in pancreatic and colorectal cancer: phase 1 AMPLIFY-201 trial final results - Nature Medicine
In the final analysis of a phase 1 trial evaluating a lymph node-targeting mutant KRAS peptide vaccine combined with CpG in the adjuvant setting for patients with KRAS mutant pancreatic or colorectal ...
www.nature.com
August 14, 2025 at 3:17 PM
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...
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...
Total deal of up to $1.3 billion
www.prnewswire.com/news-release...
Superluminal Medicines Announces Collaboration with Eli Lilly and Company to Advance Small Molecule Therapeutics for Cardiometabolic Diseases and Obesity
/PRNewswire/ -- Superluminal Medicines, a drug discovery company integrating AI/ML, protein dynamics, and structural biology to rapidly unlock the most...
www.prnewswire.com
August 14, 2025 at 1:45 PM
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...
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...
Total deal up to $1.3 billion
#oncology #pharma #oncogene #therapeutics
www.prnewswire.com/news-release...
Bayer and Kumquat Biosciences enter global exclusive license and collaboration in precision oncology
/PRNewswire/ -- Bayer and Kumquat Biosciences Inc., a clinical-stage biotech company founded by pioneers of the KRAS pathway, today announced that they have...
www.prnewswire.com
August 12, 2025 at 6:51 PM
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...
Total deal up to $1.3 billion
#oncology #pharma #oncogene #therapeutics
www.prnewswire.com/news-release...