Daphne Zohar
@daphnezohar.bsky.social
I don’t check this account often. Founder & CEO of www.SeaportTx.com developing new medicines for neuropsychiatric disorders. Co-founder Karuna Tx (KarXt/Cobenfy now at BMS). Founding CEO & Senior Advisor PureTech. Co founder/host @BiotechCH. Board of BIO
Proud of friend, #BiotechCEOSisterhood co-founder Sheila Gujrathi launching *The Mirror Effect* Amazon today!
Takeaways:
1. Internal glass ceiling = real
2. Toxic environments? Walk
3. Build your Personal BoD
4. Negotiate w/out compromising
5. Lead with kindness (not niceness) → inspire
Takeaways:
1. Internal glass ceiling = real
2. Toxic environments? Walk
3. Build your Personal BoD
4. Negotiate w/out compromising
5. Lead with kindness (not niceness) → inspire
November 4, 2025 at 12:51 PM
Proud of friend, #BiotechCEOSisterhood co-founder Sheila Gujrathi launching *The Mirror Effect* Amazon today!
Takeaways:
1. Internal glass ceiling = real
2. Toxic environments? Walk
3. Build your Personal BoD
4. Negotiate w/out compromising
5. Lead with kindness (not niceness) → inspire
Takeaways:
1. Internal glass ceiling = real
2. Toxic environments? Walk
3. Build your Personal BoD
4. Negotiate w/out compromising
5. Lead with kindness (not niceness) → inspire
Cantor has put out some really interesting notes lately. Dueling takes from Eric Schmidt & Josh Schimmer on short selling last week and then this week a thoughtful critique of issues that are ailing our industry. Link below:
cantor2.bluematrix.com/sellside/Ema...
cantor2.bluematrix.com/sellside/Ema...
May 4, 2025 at 2:05 PM
Cantor has put out some really interesting notes lately. Dueling takes from Eric Schmidt & Josh Schimmer on short selling last week and then this week a thoughtful critique of issues that are ailing our industry. Link below:
cantor2.bluematrix.com/sellside/Ema...
cantor2.bluematrix.com/sellside/Ema...
Should be helpful for US biotech. National Security Commission on Emerging Biotechnology Urges Swift Action to Protect U.S. National Security $XBI $BBC biotech.senate.gov
April 8, 2025 at 1:18 PM
Should be helpful for US biotech. National Security Commission on Emerging Biotechnology Urges Swift Action to Protect U.S. National Security $XBI $BBC biotech.senate.gov
The group below are the traditional marketed follow-ons where deal happens post data announcement
March 24, 2025 at 10:17 PM
The group below are the traditional marketed follow-ons where deal happens post data announcement
There’s been a lot of discussion about wall crossed PIPEs. I asked one of the banks to pull the numbers (shared with their permission without attribution). The first group below are WC PIPEs & registered directs/PMUOs where data announced post/with deal
March 24, 2025 at 10:16 PM
There’s been a lot of discussion about wall crossed PIPEs. I asked one of the banks to pull the numbers (shared with their permission without attribution). The first group below are WC PIPEs & registered directs/PMUOs where data announced post/with deal
Docs who receive $ from industry are experts in their field, involved w/ multiple companies/studies & have a broad perspective on the field. Can’t think of any respectable oncologist pushing treatments because of consulting fees. People have all kinds of conflicts eg seeking power/fame/subscriptions
March 3, 2025 at 1:04 AM
Docs who receive $ from industry are experts in their field, involved w/ multiple companies/studies & have a broad perspective on the field. Can’t think of any respectable oncologist pushing treatments because of consulting fees. People have all kinds of conflicts eg seeking power/fame/subscriptions
Mike Myers as Elon Musk (power plays and alarming statements followed by “just kidding” and “glitches”). Includes satire on yesterday’s Zelensky meeting & references healthcare/vaccines: “The Department of Undoing Child Healthcare…” @saturdaynightlive.bsky.social
March 2, 2025 at 1:15 PM
Mike Myers as Elon Musk (power plays and alarming statements followed by “just kidding” and “glitches”). Includes satire on yesterday’s Zelensky meeting & references healthcare/vaccines: “The Department of Undoing Child Healthcare…” @saturdaynightlive.bsky.social
Latest Stifel report reflects on gloomy biotech sentiment but notes a few positives:
1- fund redemption time is behind us (!)
2- M&A $28B so far this year makes it a strong start
3- biopharma sector has outperformed the S&P 500 for more than 50 years and biotech is up more than 20x in last 30 years
1- fund redemption time is behind us (!)
2- M&A $28B so far this year makes it a strong start
3- biopharma sector has outperformed the S&P 500 for more than 50 years and biotech is up more than 20x in last 30 years
February 24, 2025 at 2:57 PM
Latest Stifel report reflects on gloomy biotech sentiment but notes a few positives:
1- fund redemption time is behind us (!)
2- M&A $28B so far this year makes it a strong start
3- biopharma sector has outperformed the S&P 500 for more than 50 years and biotech is up more than 20x in last 30 years
1- fund redemption time is behind us (!)
2- M&A $28B so far this year makes it a strong start
3- biopharma sector has outperformed the S&P 500 for more than 50 years and biotech is up more than 20x in last 30 years
Major depressive disorder studies have a high failure rate w/ one issue being high placebo response. Our team analyzed 27 industry-sponsored Phase 2-4, placebo-controlled MDD trials from past 10 yrs to look at factors associated with higher placebo response
February 21, 2025 at 12:48 PM
Major depressive disorder studies have a high failure rate w/ one issue being high placebo response. Our team analyzed 27 industry-sponsored Phase 2-4, placebo-controlled MDD trials from past 10 yrs to look at factors associated with higher placebo response
Latest stifel report has some good market sentiment stuff and all the relevant pharma earnings updates in one place
February 10, 2025 at 3:40 PM
Latest stifel report has some good market sentiment stuff and all the relevant pharma earnings updates in one place
Union Square looks a little different than usual #biotechCEOSisterhood #JPM25
January 15, 2025 at 12:13 AM
Union Square looks a little different than usual #biotechCEOSisterhood #JPM25
Stifel report reviews Biotech underperformance & makes case for 2025 positives (inflation down, positive market devts & scientific progress, new admin positive for pricing/M&A, tax cuts) plus some predictions (hot areas: big drugs for big diseases, cardio, pulmonary/IPF/fibrosis, I&I, neuro) $XBI
January 7, 2025 at 8:49 PM
Stifel report reviews Biotech underperformance & makes case for 2025 positives (inflation down, positive market devts & scientific progress, new admin positive for pricing/M&A, tax cuts) plus some predictions (hot areas: big drugs for big diseases, cardio, pulmonary/IPF/fibrosis, I&I, neuro) $XBI
Interesting. Funds with great track records have no problem raising $ but sounds like emerging managers & those outside the top performers are having a tough time. With more biotechs staying private longer, may impact the overall biotech universe in a significant way. Less supply. HT @Biohazard3737
January 3, 2025 at 4:45 AM
Interesting. Funds with great track records have no problem raising $ but sounds like emerging managers & those outside the top performers are having a tough time. With more biotechs staying private longer, may impact the overall biotech universe in a significant way. Less supply. HT @Biohazard3737
It’s my user name but missing a d at the beginning. Reported @bsky.app @moderation.bsky.app please remove this account
December 22, 2024 at 4:42 AM
It’s my user name but missing a d at the beginning. Reported @bsky.app @moderation.bsky.app please remove this account
There’s someone impersonating me on Bluesky the user name is aphne
December 21, 2024 at 4:21 PM
There’s someone impersonating me on Bluesky the user name is aphne
Mass General Brigham researchers synthesized results from 90 published neuroimaging studies to identify a common brain network that links brain atrophy patterns seen in schizophrenia. www.massgeneralbrigham.org/en/about/new...
December 15, 2024 at 12:37 PM
Mass General Brigham researchers synthesized results from 90 published neuroimaging studies to identify a common brain network that links brain atrophy patterns seen in schizophrenia. www.massgeneralbrigham.org/en/about/new...
Occasionally posting the same content on multiple channels to check these observations on best platform for purpose:
December 6, 2024 at 10:32 PM
Occasionally posting the same content on multiple channels to check these observations on best platform for purpose:
We received an award from the NEVCA gala last night and it was an opportunity to reflect on the difficult path to develop a new medicine. Steve Paul & I discuss the many people involved in getting Cobenfy to patients with #schizophrenia in this video vimeo.com/1033261210
December 6, 2024 at 4:52 PM
We received an award from the NEVCA gala last night and it was an opportunity to reflect on the difficult path to develop a new medicine. Steve Paul & I discuss the many people involved in getting Cobenfy to patients with #schizophrenia in this video vimeo.com/1033261210
Today’s #BiotechHangout, Chris Garabedian, Josh Schimmer, Tess Lorriman, Sam Fazeli & Abe Ceesay discuss recent deals & data $AMGN’s Maritide, $LLY v $NVO, Roche TIGIT, $SNTI, $CGON, $NVCR/$ZLAB, $JANX data & other oncology $RVMD, CEO security, Trump nominees, CNS outlook twitter.com/i/spaces/1vA...
December 6, 2024 at 2:51 PM
Today’s #BiotechHangout, Chris Garabedian, Josh Schimmer, Tess Lorriman, Sam Fazeli & Abe Ceesay discuss recent deals & data $AMGN’s Maritide, $LLY v $NVO, Roche TIGIT, $SNTI, $CGON, $NVCR/$ZLAB, $JANX data & other oncology $RVMD, CEO security, Trump nominees, CNS outlook twitter.com/i/spaces/1vA...
New review in Nature Neuroscience highlights the neuroplastic activity of rapidly acting antidepressants, including allopregnanolone www.nature.com/articles/s41... #psysky #neurosky
November 27, 2024 at 10:47 PM
New review in Nature Neuroscience highlights the neuroplastic activity of rapidly acting antidepressants, including allopregnanolone www.nature.com/articles/s41... #psysky #neurosky
Congrats to Neil Kumar and the $BBIO team. I have a close family member with ATTR cardiomyopathy and I’m grateful that there are now a few options for patients including $ALNY and $PFE Biotech is hard and the journey to an approved new medicine is indeed a decades long odyssey
November 23, 2024 at 12:41 AM
Congrats to Neil Kumar and the $BBIO team. I have a close family member with ATTR cardiomyopathy and I’m grateful that there are now a few options for patients including $ALNY and $PFE Biotech is hard and the journey to an approved new medicine is indeed a decades long odyssey