Stefan Leitner
@PharmaFastTrack
We are building the Industry Cloud for Life Sciences. ☁️ Views are my own. #lifesciences #cloud #software #biotech #quality #regulatory #clinical #safety
"And the idea that software could become better for everyone -- not just the mainstream big business customer."
Enterprise Software: Verticals are the new Horizontals: bit.ly/1bveUHF via @PandoDaily @Veeva @SFDC #Cloud #SaaS
NEW ODD LOTS: A new area for us. @tracyalloway and I talked to Moderna CFO Jamey Mock on the subject of capital allocation in pharma. How do you choose what projects to invest in next, given the extreme uncertainty of drug development? $MRNA bloomberg.com/news/articles/…
bloomberg.com
Moderna's CFO on How to Allocate Capital in Big Pharma
Making investments under extreme uncertainty.
Guests @JacobPlieth, @ByMadeleineA & Jim Porter @nuvalent CEO, join @daphnezohar & @biotech1 to discuss the $4B+ $MRK/DaiichiSankyo ADC deal, #ESMO abstract breach, recent $NUVL data & $300M public offering plus $RMVS KRAS data. Also, $ASMB/ $GILD, $GLUE/Roche, $NVO, & $TMO…
According to Leerink, 2023 has seen ~$20bn of biotech equity issuance, including $4bn in the past 30 days. If you are wondering where this $ is coming from, many of these same investors have also seen over $90bn of capital returned via M&A deals this year $XBI $IBB
Summer Reading List (July 2023 Fintech Newsletter) | Andreessen Horowitz a16z.com/2023/07/13/sum…
Biotech backed by Fosun Group says it has begun the first mid-stage human trial of a drug entirely "discovered and designed" by artificial intelligence ft.com/content/82071c…
6-29-2023 An Interview with Marc Andreessen about AI and How You Change the World stratechery.com/2023/an-interv…
“What IBM showed here is really an amazingly important step in that direction of making progress towards serious quantum algorithmic design.” nyti.ms/3JhYLZs
„I haven’t had that feeling about a new product since the original iPhone in 2007. There are several aspects of the experience that felt impossible.“ #VisionPro daringfireball.net/2023/06/first_…
Join us today at our new time (12pm EDT) for #BiotechHangout! @daphnezohar, @TimOpler, @JSchimmer_E, @bradloncar & @cngarabedian talk deals including $AVIR, $NVS/ $PHAR & $LZAGY/ Synnafix; regulatory developments for $AMLX ALS drug, $ILMN; #ASCO2023, data from $PFE, $SNY, $ICVX,…
iOS 17 isn't even announced yet, but today Apple previewed an accessibility feature that allows users at risk of losing their ability to speak to CREATE A VOICE THAT SOUNDS LIKE THEM in 15 minutes integrates with FaceTime, phone calls, etc. No big deal. apple.com/newsroom/2023/…
ChatGPT just went on STERIODS. Now everyone can have access to ChatGPT with the internet. Here's a list of 10 use cases for this new version of ChatGPT:
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