Drug Development
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Welcome to what I hope becomes an annual tradition. I’m a drug developer turned investor focused on private biotech, and these are my predictions for the year ahead The XBI biotech index surged 37% in 2025, pulling the sector out of its post-pandemic hole. But 2026 will not lift all boats. Four predictions, with a…
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When Karuna’s KarXT won FDA approval last year, it validated a counterintuitive principle in drug development: sometimes the best way to make a drug work isn’t to change the drug itself—it’s to add a second one that blocks it everywhere except where you need it. That insight, along with the journeys of two other 2024…
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TL;DR – The FDA’s new push to rethink how optimal doses of cancer drugs are determined will lead to more effective drugs with fewer side effects, developed in a more capital-efficient way. The FDA recently introduced Project Optimus as a direct response to drug companies shifting development focus away from chemo-like drugs towards more nuanced…