pharma

The tweet describes Mithril, an extremely lean, virtually operated drug R&D company that has sustained its operations through a model of “one operator + extensive use of Claude AI + part-time consultants,” evolving into an experiment in how far an individual can advance a drug R&D company with the help of AI.

CZ comments on news that Anthropic is partnering with six organizations to accelerate drug development using Claude, launching drug discovery programs targeting rare childhood muscular dystrophy.

OpenAI 收购了四年的 AI 生物科技软件初创公司 Orchestra Bio，以扩充其生物技术业务，团队与技术将并入 Rosalind 模型及 Rosalind Workbench 工具的开发。

2025年两大GLP-1药物的收入约为OpenAI与Anthropic合并收入的两倍，在AI备受关注的同时，GLP-1已悄然成长为规模更大的商业浪潮，其影响远超减重领域。

Novo Nordisk and Eli Lilly report that GLP-1 weight-loss drugs such as semaglutide reduce molecular aging-clock markers by roughly two to four years, suggesting these medications may act as geroprotectors that slow biological aging.

Moderna and Merck announced positive Phase 3 results for intismeran autogene, an mRNA-based individualized neoantigen therapy, in adjuvant treatment for melanoma.

Trump's executive order pushes splitting the MMR vaccine into separate shots, a move that pharmaceutical groups and medical experts sharply criticize as unscientific and dangerous. The industry says it would require costly development of vaccines that don't exist, with no evidence to justify the change.

GSK expands its $110M AI drug discovery partnership with Relation Therapeutics, emphasizing that clean, disease-specific biological data from lab experiments is more valuable than larger models. The move highlights an industry-wide pivot toward proprietary data as a competitive moat in AI-driven pharma.

AstraZeneca uses AI to generate and rank protein candidates, integrating models with experiments and robotics to speed up biologic drug discovery and tackle previously undruggable targets.

In this tweet, @sreeramkannan argues that AI labs will sell products of intelligence, not intelligence itself, with scientific inventions and entrepreneurship being the most valuable outputs. He references Anthropic's launch of Claude Science for pharma revenue as an example.

Derek Thompson highlights recent medical breakthroughs including an effective GLP-1 drug from Eli Lilly and a promising new pancreatic cancer drug from Revolution Medicines.

US biotech is in crisis as China surpasses the US in blockbuster pharma deals; the next FDA Commissioner must overhaul the agency and beat China to unleash cures.

Abinitio Bio launches foundation models for biomanufacturing that can turn 6-18 month process decisions into hours of compute, saving pharma $100M+ per month of delay. Their first model, Echo, predicts manufacturing outcomes more accurately than standard models.