Simone Botti
@simobotti.bsky.social
Time flies like an arrow, fruit flies like a banana
Biotech VC/CEO 🇮🇱🇮🇹🇺🇸✡️
Biotech VC/CEO 🇮🇱🇮🇹🇺🇸✡️
The center of gravity for early-stage biotech innovation is quickly shifting to China, who is already an early stage CRO powerhouse. The US still has primacy in clinical research but after the NIH and FDA cuts this primacy will disappear in a few years.
endpts.com/china-based-...
endpts.com/china-based-...
Exclusive: VelaVigo inks another US biotech deal as China drug development scene booms
A hot antibody discovery team in China has signed its second US biotech deal in less than six months, marking the latest sign of the industry's flourishing wave of China-to-US drug development partner...
endpts.com
April 18, 2025 at 11:35 AM
The center of gravity for early-stage biotech innovation is quickly shifting to China, who is already an early stage CRO powerhouse. The US still has primacy in clinical research but after the NIH and FDA cuts this primacy will disappear in a few years.
endpts.com/china-based-...
endpts.com/china-based-...
Another blow from Trump's axe to the NIH. Support for Healthtech almost completely disappears: ASTP's budget goes from >60m$ in 2023 to 9m$. The proposed plan also axes HHS’ digital health care research program, which is currently housed under the Agency for Healthcare Research and Quality.(STAT)
April 17, 2025 at 4:00 PM
Another blow from Trump's axe to the NIH. Support for Healthtech almost completely disappears: ASTP's budget goes from >60m$ in 2023 to 9m$. The proposed plan also axes HHS’ digital health care research program, which is currently housed under the Agency for Healthcare Research and Quality.(STAT)
A very good move. But Europe needs its own NIH and also needs a EU wide push to increase R&D spending (also across defense ) to US levels.
endpts.com/netherlands-...
endpts.com/netherlands-...
Netherlands pours $1.5B into biotech in pursuit of global leadership ambitions
The Dutch government is committing €1.3 billion ($1.5 billion) to support biotech as part of a broader raft of measures designed to make the Netherlands a global leader in the sector by 2040.
endpts.com
April 17, 2025 at 3:51 PM
A very good move. But Europe needs its own NIH and also needs a EU wide push to increase R&D spending (also across defense ) to US levels.
endpts.com/netherlands-...
endpts.com/netherlands-...
I dedicated my life to develop ( or help develop ) treatments that would truly heal or make people’s life better. The US ecosystem and the FDA were the cornerstone on which this effort depended. No more. This damage cannot be undone
www.wsj.com/health/healt...
www.wsj.com/health/healt...
Exclusive | Drug Development Is Slowing Down After Cuts at the FDA
The agency is missing deadlines and not responding to biotech companies, forcing some to push back clinical trials.
www.wsj.com
April 17, 2025 at 11:11 AM
I dedicated my life to develop ( or help develop ) treatments that would truly heal or make people’s life better. The US ecosystem and the FDA were the cornerstone on which this effort depended. No more. This damage cannot be undone
www.wsj.com/health/healt...
www.wsj.com/health/healt...
The Mother Of All Potemkin Villages. Read this report until the end, it's truly worth it.
In any case TL;DR: OpenAI is an unsustainable castle of cards whose collapse will most probably shift primacy of AI to China
www.wheresyoured.at/openai-is-a-...
In any case TL;DR: OpenAI is an unsustainable castle of cards whose collapse will most probably shift primacy of AI to China
www.wheresyoured.at/openai-is-a-...
OpenAI Is A Systemic Risk To The Tech Industry
Before we go any further: I hate to ask you to do this, but I need your help — I'm up for this year's Webbys for the best business podcast award. I know it's a pain in the ass, but can you sign up and...
www.wheresyoured.at
April 16, 2025 at 8:46 AM
The Mother Of All Potemkin Villages. Read this report until the end, it's truly worth it.
In any case TL;DR: OpenAI is an unsustainable castle of cards whose collapse will most probably shift primacy of AI to China
www.wheresyoured.at/openai-is-a-...
In any case TL;DR: OpenAI is an unsustainable castle of cards whose collapse will most probably shift primacy of AI to China
www.wheresyoured.at/openai-is-a-...
It was good while it lasted. This might truly be US Biotech's Ozymandias moment:
www.statnews.com/2025/04/14/k...
www.statnews.com/2025/04/14/k...
How a downturn in biotech may be felt in Kendall Square, an industry hub
We may be witnessing a remaking of biotech — including the famed Kendall Square of Cambridge, Mass.
www.statnews.com
April 14, 2025 at 5:47 PM
It was good while it lasted. This might truly be US Biotech's Ozymandias moment:
www.statnews.com/2025/04/14/k...
www.statnews.com/2025/04/14/k...
Biomedical research in the USSR never recovered from Lysenkoism and the Soviet regime. USA’s biomedical research will nefer recover from Trump and DOGE.
www.science.org/content/arti...
www.science.org/content/arti...
After ‘coding error’ triggers firings, top NIH scientists called back to work
Neuroscience institutes tells 10 scientists placed on leave it’s working on a “long-term” solution to officially reinstating them
www.science.org
April 4, 2025 at 12:14 PM
Biomedical research in the USSR never recovered from Lysenkoism and the Soviet regime. USA’s biomedical research will nefer recover from Trump and DOGE.
www.science.org/content/arti...
www.science.org/content/arti...
Pair this data point with the dearth of companies being started in the US, the fustercluck with the FDA, the cuts at the NIH, and the disdain for knowledge of this administration and you’ll see US biotech crumble in the next 5 years
41% of external molecules licensed by large pharma so far in '25 are coming from China said Stifel's Tim Opler on Fri's Biotech Hangout. This is up from 31% in '24. It was 0% in '19. Data from DealForma/CEO Chris D. The # of upfront $ for China biotech licensing deals increased too he said #biosky
#BiotechHangout: Chris Garabedian, Tim Opler, Bruce Booth & Sam Fazeli on investor mood, PIPEs, startup contraction, policy updates: (FDA, NIH, CDC, HHS) data: ($CGON, $SLNO), #ELCC2025: ($JNJ, $AZN, $BNTX), $NVO’s obesity deals, aging report, $LYRA wind-down & more: twitter.com/i/spaces/1MY...
March 31, 2025 at 4:53 PM
Pair this data point with the dearth of companies being started in the US, the fustercluck with the FDA, the cuts at the NIH, and the disdain for knowledge of this administration and you’ll see US biotech crumble in the next 5 years
Stick a fork in it. US Biotech is cooked. endpts.com/biotech-mark...
Marks’ exit at FDA rattles an already teetering biotech industry
FDA biologics chief Peter Marks resigns over vaccine dispute with HHS Secretary RFK Jr., causing biotech stocks to drop. Moderna down 11%, Sarepta down 7.5%, uniQure down 20%.
endpts.com
March 31, 2025 at 4:39 PM
Stick a fork in it. US Biotech is cooked. endpts.com/biotech-mark...
Reposted by Simone Botti
Writers Unite: let’s bankrupt Mark Zuckerberg. He trained his AI on an illegal archive of our work. He made billions off of us. Now he must pay $150,000 per violation by law. For the 145 instances of my name in the DB that’s $20M for me.
Follow along and see how you can sue him too.
Follow along and see how you can sue him too.
March 22, 2025 at 8:32 PM
Writers Unite: let’s bankrupt Mark Zuckerberg. He trained his AI on an illegal archive of our work. He made billions off of us. Now he must pay $150,000 per violation by law. For the 145 instances of my name in the DB that’s $20M for me.
Follow along and see how you can sue him too.
Follow along and see how you can sue him too.
They either get mad or they just simply lie and/or commit fraud
From doing work in early stage drug development, it's hard to overstate how mad the tech bros consistently get that they can't seem to "disrupt" biotech and that the mentality of silicon valley just really doesn't work if you want a building at Oyster Point.
March 7, 2025 at 8:02 AM
They either get mad or they just simply lie and/or commit fraud
@50501movement.bsky.social It reminds me of the Kaplan Street protests in Israel. In the end we were able to stop Bibi’s attempt to gut our judiciary. We brought 10% of the population in the streets. We are out every week for two years now. Help support and grow this movement !
March 5, 2025 at 4:18 AM
@50501movement.bsky.social It reminds me of the Kaplan Street protests in Israel. In the end we were able to stop Bibi’s attempt to gut our judiciary. We brought 10% of the population in the streets. We are out every week for two years now. Help support and grow this movement !
www.wheresyoured.at/power-cut/ What’s that smell? It’s GenAI. It’s toast
Power Cut
A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also...
www.wheresyoured.at
March 3, 2025 at 5:27 PM
www.wheresyoured.at/power-cut/ What’s that smell? It’s GenAI. It’s toast
Again from one of the few strong sane voices left @dereklowe.bsky.social. Big Pharma success stands on the shoulders of public research giants. But Big Pharma CEO's current stature and behavior is more fit for a flea circus
www.science.org/content/blog...
www.science.org/content/blog...
Pharma CEOS Speaking Up, Damn It
www.science.org
February 20, 2025 at 7:47 PM
Again from one of the few strong sane voices left @dereklowe.bsky.social. Big Pharma success stands on the shoulders of public research giants. But Big Pharma CEO's current stature and behavior is more fit for a flea circus
www.science.org/content/blog...
www.science.org/content/blog...
Censeo Carthaginem esse delendam
February 20, 2025 at 9:14 AM
Censeo Carthaginem esse delendam
This initiative might be well intentioned, but its not the right way to go about it. The right way is to massively protest these cuts and try to move more public money into basic research
NIH funding uncertainty spurs new biotech venture fund
NIH funding uncertainty spurs new biotech venture fund
Earlier this month, the Trump administration directed the National Institutes of Health (NIH) to impose limits on specific types of funding it provides to research institutions. Although a federal judge has temporarily blocked the policy change,…
tcrn.ch
February 19, 2025 at 2:55 PM
This initiative might be well intentioned, but its not the right way to go about it. The right way is to massively protest these cuts and try to move more public money into basic research
The most satisfying and 100% factual rant about the straming pile of horsehit that is GenA, its Wizards behind the flinsy curtain and its brainless fans
www.wheresyoured.at/longcon/
www.wheresyoured.at/longcon/
The Generative AI Con
It's been just over two years and two months since ChatGPT launched, and in that time we've seen Large Language Models (LLMs) blossom from a novel concept into one of the most craven cons of the 21st ...
www.wheresyoured.at
February 17, 2025 at 9:07 PM
The most satisfying and 100% factual rant about the straming pile of horsehit that is GenA, its Wizards behind the flinsy curtain and its brainless fans
www.wheresyoured.at/longcon/
www.wheresyoured.at/longcon/
Winter is here. Winter HAS been here for a while actually. Next stage: VCs chopping up the house furniture for firewood
Biotech is in a dark place.
The market offers one beatdown after another. Sentiment is lousy and the bad mood is relentless, to the point where people are seriously wondering if a sector turnaround is ever possible.
Sorry, but it's just depressing out there...
www.statnews.com/2025/02/13/b...
The market offers one beatdown after another. Sentiment is lousy and the bad mood is relentless, to the point where people are seriously wondering if a sector turnaround is ever possible.
Sorry, but it's just depressing out there...
www.statnews.com/2025/02/13/b...
Biotech is in a dark place
Biotech and drug stocks, collectively, are down an average of 16% over the past three months. The closely watched XBI index is down 19% in the same time period.
www.statnews.com
February 13, 2025 at 5:08 PM
Winter is here. Winter HAS been here for a while actually. Next stage: VCs chopping up the house furniture for firewood
Reposted by Simone Botti
Just paid my taxes via X, the everything app, but it said my payment went to something called $GOVCOIN. I emailed the IRS for help but they replied with just a poop emoji
February 12, 2025 at 8:23 PM
Just paid my taxes via X, the everything app, but it said my payment went to something called $GOVCOIN. I emailed the IRS for help but they replied with just a poop emoji
Stand up and be counted. Sign the letter below 👇
Not everyone has been silent. There's a link at the end of this commentary to co-sign www.biocentury.com/article/654982
Call to action: Defending the NIH, the NSF and the foundation of American science — a Guest Commentary
Whether you consider yourself a patient advocate, investor, innovator, health provider or payer of healthcare services, now is the time to stand up for the...
www.biocentury.com
February 12, 2025 at 7:57 PM
Stand up and be counted. Sign the letter below 👇
Speak up!
Biopharma companies and CEOs are keeping their heads down at their own peril. They should speak up about what’s happening to the NIH and other science agencies before it’s too late.
Silence gives consent. And no one should consent to this.
Silence gives consent. And no one should consent to this.
Stand Up And Be Counted
www.science.org
February 12, 2025 at 7:43 PM
Speak up!
The best critique of Romanticism & PostModernism ever
I really think at its heart philosophy is one giant battle, taking place over many eras and nations, between people who are basically pleasant bureaucrats and people who are sexy murder poets, and it’s both super important and super boring that the pleasant bureaucrats must win.
February 12, 2025 at 7:36 PM
The best critique of Romanticism & PostModernism ever