Fascinated by biotech & good it can do? Interested in how industry works & innovators get funding for their ideas? RA Capital opened registration for its virtual Business of Biotech discussion Spring session. Open to students/professionals... lawmakers. racap.com/courses/the-bu…
This is part of ongoing flipped course that RA Capital hosts with lectures, slide decks, & other materials available for anyone to study online anytime... & periodically we host Zooms w/ small breakouts, case studies, & in this case an optional funding pitch competition.
Note: Lots of reading, including of thegreatamericandrugdeal.com, since we’ll be talking about insurance, drug pricing, & how innovators & investors would be impacted by price controls.
So if you are committed to biotech in one way or another & want to invest in yourself, consider putting in the time with us & your peers to read, study, & engage in discussions that will make you see the industry differently. Eg Is M&A good for innovation? We’ll talk about it.

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More from @PeterKolchinsky

28 Jan
New data from Novavax vaccine just showed that UK & esp South African variants are more problematic in real world than lab experiments suggested. Implications are profound for 2021 and beyond. nytimes.com/2021/01/28/hea…
Vaccine worked well to stop original strain (96%), like mRNA vaccines, but less effective for new strains (86% for UK strain, 60% protective against South African strain). My guess is that if mRNA vaccines were tested now in a clinical trial in South Africa...
...they would show similar reduction in effectiveness. Bottom line, new SA strain has evolved SOME (not total) resistance to current vaccines. Current vaccines still help blunt severity, so worth getting even in South Africa.
Read 19 tweets
17 Jan
This new variant is making a lot of people REALLY nervous. Here’s why it should & shouldn’t. I’ll hit on infectivity, lethality, vaccine effectiveness, & some “what ifs”. Yes, it’s more infectious. That means that w/ comparable carelessness... 1/17
...new variant will infect more people. Once a person is infected... new variant is not more lethal (though like original strain, it’s bad enough). While not more lethal at level of individual person once they are infected, it’s more lethal at societal level b/c more infectious.
Lethality aside for a moment, not enough attention has been given to what this virus does short of killing. For example, it can rob you of sense of smell, which means taste, for weeks or months. Sound mild until you experience it- it’s a pretty miserable condition. 3/17
Read 18 tweets
24 Dec 20
Does being vaccinated mean you don’t have to wear a mask? Answer: no, mask up, please. B/c vaccine protects you from getting sick if you are exposed to virus, but it doesn’t reliably stop virus from hitching a ride in your nose & jumping to someone else. 1/6
We know the vaccines don’t entirely stop people from getting sick if exposed. They reduce risk by 95% (20-fold). But as people start mingling much more after vaccination, they increase their odds of exposure. 2/6
So think of it this way. Social distancing and masks reduce your risk of being exposed to the virus. And a vaccine reduces your risk of getting sick if you are exposed. But if you stop social distancing, you are way more likely to get exposed. 3/6
Read 6 tweets
25 Oct 20
What would you change US stock market hours to if you could & why? (long on thoughtfulness please, funny is an option, keep puns short)
Here’s another thought. How about introducing newly public companies to market by starting with short trading hours, 3 days a week & then opening up to standard hours after 1-2 years?
What would be ideal public exchange hours from the standpoint of emerging biotech companies (consider their needs) and the funds that provide most of their backing?
Read 5 tweets
24 Oct 20
Once covid vaccines launch, we might trick ourselves into believing they cause everything from colorectal cancer to diabetes to heart disease & lupus. Well-meaning data miners could do real harm. We need to vaccinate ourselves against that. Here’s how. 1/
Consider that many people have avoided going to the doctor for regular checkups during covid. They haven’t gotten preventative care. They haven’t been diagnosed with emergent conditions. They might now have heart disease or cancer and not yet know it. 2/
Here’s a paper showing that cancer diagnoses have gone down during covid. They say “The delay in diagnosis will likely lead to presentation at more advanced stages and poorer clinical outcomes.“ jamanetwork.com/journals/jaman… 3/
Read 20 tweets
16 Oct 20
Delays in FDA approval of a vaccine probably won’t change when most of us get a vaccine. PFE says it might be able to seek approval by end of Nov, so Dec approval possible. But will only have 100M doses ready by YE (50M courses). So unless you have... nytimes.com/2020/10/16/hea…
So unless you have reason to think you would be among the 50M first up to get vaccinated, what will determine when you get vaccinated is the pace of production. & for most of us, our ticket likely won’t be called until 2Q21. So approval delays of 1-2 months won’t change that.
You might even prefer that the vaccines be vetted more carefully. Of course, the people who would be impacted by delays are those slated to get the first doses. Front-line workers, vulnerable. They too might prefer to know the vaccines are safe and effective.
Read 6 tweets

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