Jordi Xiol

Big Pharma Is Heading to Barcelona and Here’s Why Hello, it’s Ashleigh in London, where I’ve been trying to solve the mystery of why Big Pharma is flocking to Spain (and no, it’s not just for the sun, sea and paella). More on that in a bit, but first...

Big pharma is heading to Barcelona and here's why

www.bloomberg.com/news/newslet...

Nobel Prizes by country and year.

The dominance of Germany is striking every time. Before 1933, that is. And the utter dominance of America (and the UK) after 1945.

"Over the past two decades, the free-to-use online encyclopedia has carried on with its mission, expanding its global community of volunteer editors, known as Wikipedians, and ultimately resisting the kinds of platform decay that have claimed other 2000s-era internet phenoms." Quote by Allison Morrow, via CNN Business.

"In a minefield of glitchy AI search and social media, Wikipedia becomes one of the most reliable places on the internet"

Read more, via CNN Business ➡️ edition.cnn.com/2025/01/14/b...

Nobody's talking about the fact that some anonymous hero included Jeffrey Goldberg in that Signal group chat. Lighting the way

Exclusive | U.S. Prosecutors Probe Tip About Timing of Pfizer Vaccine The inquiry is looking into a politically explosive suggestion that Pfizer delayed announcing a successful vaccine against Covid-19 until after the election that Trump lost to Biden.

GSK allegedly just tipped the feds that Pfizer intentionally delayed releasing its Covid vaccine Phase 3 data until after the 2020 election.

A very risky move by GSK that could seriously backfire, regardless of whether the accusation is true

www.wsj.com/health/pharm...

E10 - Momento DeepSeek en Biotech PÍLDORAS de BIOTECH · Episode

🎙️Podcast

1957 - La URSS lanza el satélite Sputnik y desata la carrera espacial con Estados Unidos
2025 - DeepSeek revela la competitividad de China en inteligencia artificial

Momento DeepSeek: En este episodio analizamos el auge de China en clave biotech

open.spotify.com/episode/63Vj...

A dark read from a biotech investor. Some important themes here about prioritizing shareholders substack.com/inbox/post/1...

Opinion | We Were Badly Misled About Covid The same dangerous mistakes. The same lack of candor.

"We were badly misled about Covid". TLDR, it's about a potential lab origin. Some serious soul-searching to be done on this topic by the scientific community

www.nytimes.com/2025/03/16/o...

Zealand Pharma and Roche enter collaboration and license agreement to co-develop and co-commercialize petrelintide as a future foundational therapy for people with overweight and obesity Company announcement – No. 4 / 2025 Zealand Pharma and Roche enter collaboration and license agreement to co-develop and co-commercialize petrelintide as...

Roche pays $1.65B upfront to co-develop Zealand Pharma's long-acting amylin agonist for obesity. The deal includes a total consideration of $5.3B and the two companies will split profits evenly in Europe and the US

Danish biotech has been on fire lately
$ZEAL
www.globenewswire.com/news-release...

Now there's talk of a recession and the stock market is crashing. Does anyone still question that the Democrats' problem with the economy is one of communication?

You are not rewriting the genetic code, John Evans, you are rewriting the genetic sequence. The genetic code has been the same since life can call itself life

$BEAM

Mineralys Therapeutics Announces Positive Topline Results from Launch-HTN and Advance-HTN Pivotal Trials of Lorundrostat for the Treatment of Uncontrolled or Resistant Hypertension – Launch-HTN met its primary endpoint with lorundrostat 50 mg dose achieving a 16.9 mmHg reduction in systolic blood pressure, and a 9.1…...

$MLYS announces positive topline data from two pivotal trials in uncontrolled or resistant hypertension. The primary endpoint was met in both

#portfolio

ir.mineralystx.com/news-events/...

Beam Therapeutics Announces Positive Initial Data for BEAM-302 in the Phase 1/2 Trial in Alpha-1 Antitrypsin Deficiency (AATD), Demonstrating First Ever Clinical Genetic Correction of a Disease-causin... Single Dose of BEAM-302 Led to Durable, Dose-dependent Increases in Total and Functional Alpha-1 Antitrypsin (AAT), Production of Corrected M-AAT, and...

$BEAM positive Ph1/2 data in Alpha-1 Antitrypsin Deficiency, the paradigmatic indication for a base editing approach given that neither a KO nor gene therapy would be sufficient

They also priced a $500M offering behind closed doors, this will be controversial

www.globenewswire.com/news-release...

Somatic mutation as an explanation for epigenetic aging - Nature Aging Koch and colleagues report that epigenetic clocks mirror age predictions based on the accumulation of somatic mutations and show that somatic mutations at CpG sites coincide with extensive remodeling ...

Are the longevity crowd barking up the wrong tree because they have mistaken the chicken for the egg?

Evidence that epigenetic 'clocks' are driven by somatic mutations www.nature.com/articles/s43...

#biosky

Bayer eyes capital raise as it grapples with Monsanto cases Bayer is asking shareholders to authorize a potential equity offer that would allow it to quickly raise billions of euros to deal with ongoing Monsanto litigation.

The Monsanto acquisition probably ranks as the worst ever by a pharma company

Bayer as a whole is now worth less than what it paid for Monsanto, and litigation is putting the company in financial distress. All karma for not having bought small biotech instead :)

endpts.com/bayer-eyes-c...

Nasdaq announces plans to launch 24-hour trading Monday through Friday Nasdaq Inc. on Friday announced the most ambitious plan yet by a major U.S. exchange operator to allow stocks to be traded around the clock.

Please no

www.marketwatch.com/story/nasdaq...

CytomX Therapeutics Announces 2024 Financial Results and Provides Business Update | CytomX Therapeutics, Inc. - Continued progress with lead program, CX-2051 (EpCAM PROBODY ® Topo-1 ADC), in Phase 1a study in advanced colorectal cancer with initial Phase 1a clinical data to be presented in 1H 2025 - - CX-801 (PROBODY ® Interferon-alpha 2b) Phase 1a translational data in advanced melanoma expected in 2H

CytomX/Amgen discontinue masked EGFR T Cell Engager

It seems intuitively hard to get to therapeutic exposures if both sides of the bispecific antibody are masked. More encouraging data with Janux' PSMA bispecific where only CD3 arm is masked

$CTMX $AMGN $JANX $VIR

ir.cytomx.com/news-release...

Giving GPT 4.5 a try and the reasoning capacity is getting scary. Where did the people who said that LLMs were just statistical parrots go?

Sofinnova Partners raises €1.2 billion to fuel the next wave of life sciences innovation — Sofinnova Partners Sofinnova Partners is a leading European venture capital firm in life sciences, specializing in healthcare and sustainability. Based in Paris, London and Milan, the firm brings together a team of prof...

Dry powder for European biotech: Sofinnova Partners raises €1.2B to fuel the next wave of life sciences innovation

sofinnovapartners.com/news/sofinno...

Orbán problem pushes EU towards ‘coalitions of the willing’ on Ukraine As crisis talks loom, Trump and the bloc’s own populist spoilers have driven it away from its old quest for unanimity

"Coalition of the willing" is the new way Europe needs to operate on everything, not just geopolitics. Just get together the countries who agree on something, and get it done

www.theguardian.com/world/2025/m...

Are European labs seeing an uptick in high-quality postdoc applications? Just curious

Stem Cells in Epilepsy: Innovations and Challenges in Neurosurgical Treatment Jonathon Parker, MD, PhD, an assistant professor of neurosurgery and neuroscience at Mayo Clinic Arizona, provided commentary on the promise and roadblocks behind stem cell approaches in epilepsy.

Stem cell therapy in epilepsy: an interview with Jonathon Parker, investigator in Neurona Therapeutic’s pioneering trial

#portfolio

www.neurologylive.com/view/stem-ce...

What if I’m talking about a Nasdaq-listed company that has raised 100s of millions of $. Massive red flag, no?? :D

Are low-resolution images in a corporate deck a red flag? yes/no

Congrats!!

Jon Stewart’s DOGE rage draws blood—literally “Daily Show” host Jon Stewart accidentally sliced his hand during his opening monologue on Monday night. The incident happened as Stewart worked himself up over the horse manure being tossed ...

John Stewart slices his hand while talking drug pricing

The biopharma sector needs to fight the common misconception that drug development is funded by taxpayer money. Basic research and development are both equally necessary, but they're very different things

www.dailykos.com/stories/2025...

Halda Therapeutics Announces First Patient Dosed in Phase 1/2 Clinical Trial Evaluating HLD-0915 in Metastatic Castration-Resistant Prostate Cancer - Halda Therapeutics First-in-human clinical trial to evaluate safety and tolerability of a new class of small molecule medicines for the treatment of cancer, RIPTAC™ therapeutics NEW HAVEN, CT, February 24, 2025 – Halda ...

First RIPTAC dosed in humans! #RIPTACs #prostatecancer
haldatx.com/halda-therap...

#PortfolioNews | Our #portfolio company Neurona Therapeutics plans Phase3 trial in H2 2025 for NRTX-1001, a #celltherapy for drug-resistant #epilepsy.

🔬 Encouraging early data: Up to 97% seizure reduction with no cognitive impairment

📢 Read more: https://buff.ly/3Dh9kfv

#VC

An overwhelming majority are listed in the US. The time is right for Europe to move towards a common listing

Novo Nordisk alleges fraud after $1.3 billion deal to buy hypertension drug from KBP Biosciences Novo Nordisk is seeking up to $830 million in damages from KBP Biosciences, according to a ruling by a Singapore court, as the Danish drugmaker says it was misled when it bought a new hypertension drug from KBP in 2023.

This is certainly not the first time big pharma finds fraudulent data after they acquire a drug from a biotech company. But it may be one of the first times where they openly admit it

Novo Nordisk alleges fraud after $1.3B deal to buy drug from KBP Biosciences

www.reuters.com/business/hea...