NEW: Achira has launched with a $33M seed round

I talked with CEO @jchodera.bsky.social about plans to combine AI- and physics-based methods for drug discovery and moving beyond 45 years of the same type of models behind molecular dynamics.

My latest @endpts.com:

endpts.com/achira-raise...

Here we go — Ozempic and Wegovy lead the next round of drugs selected for Medicare price negotiations.

As @nicoledefeudis.bsky.social reports, it remains unclear if the Trump administration will make changes to the negotiation process

endpts.com/novo-nordisk...

The latest on #JPM25 — Nvidia CEO Jensen Huang poured wine and scotch for his guests (and himself), playing the role of late-night talk show host last night

Joined by Stripe CEO @patrickc and leaders of Illumina, Mayo Clinic, and Iqvia. More here on our live blog: endpts.com/jpm25-day-2-...

My latest Post-Hoc provides some thoughts on the war for AI talent — in short why Big Pharma is losing that battle

From reporting on the ground at NeurIPS to close out 2024: endpts.com/pharma-is-lo...

Most interesting to me is insitro's divergence from many AI biotech peers by focusing on novel biology.

That is the far harder road — taking more time and resources than going after well-trodden biology.

But Koller has some strong thoughts on why it's a worthwhile challenge:

As expected, Recursion closed its merger with Exscientia today

Lines up a busy stretch for the AI biotech, expecting about 10 clinical readouts in the next 18 months