Jurgi Camblong

In the biotech world, the early phase determines success or failure But the figures are alarming: 2023 biotech start-ups in Germany received just 203 million euros in early-stage funding. This is the lowest figure in the last six years - and well below the average of 325 million euros. → 24 er Zahlen For comparison: In the USA, several billion US dollars are invested in biotech start-ups in the seed and Series A phase every year. In 2023 alone, the volume was over 14 billion US dollars. What does that mean in concrete terms? Many start-ups do not fail because of the science. They fail because they run out of money before they can develop their product to market maturity. Early-stage financing is the bottleneck. Because this is precisely where it is decided whether we promote innovation in Europe OR whether it migrates. ➡️ What do I think is needed? Specialized early-stage funds for biotech. The biotech sector has different dynamics to traditional tech start-ups. Research takes longer, is more capital-intensive and riskier. Investors who understand these mechanisms are needed. Public co-investment programs must be a must-have. The state must act as an anchor investor to mobilize private capital. Tax incentives for early-stage investors are also essential. Those who invest in high-risk innovations should be rewarded with tax incentives. It is important to note that early-stage financing is not a subsidy. It is the prerequisite for turning cutting-edge European research into commercial success. If we do not close this funding gap, we in Europe will have to continue to watch our innovations grow in the USA.

212

20 Kommentare

Innovation in precision medicine – including targeted therapies – is critical to improving outcomes for people living with cancer.   At Servier, we’re advancing the development of IDH inhibitors to offer targeted treatment options to patients with certain IDH-mutated cancers who have historically had limited options.  Positive data from our long-term follow up analysis of the Phase 3 AGILE trial in IDH1-mutated AML were published in Blood Advances and highlight the value of pursuing research that expands our understanding of long-term IDH inhibition.   Learn more about our industry-leading research and the long-term results:  https://lnkd.in/e5yPdrRg

270

8 Kommentare

I’m energized by the compelling data emerging around BioNTech SE BNT113 in head and neck cancer treatment. Coupled with recent investor conversations, it’s clear there’s real momentum behind the shift toward in vivo immunotherapy. By programming the immune system directly within the body, this approach promises to streamline production and logistics—potentially delivering transformative care at a dramatically lower cost than traditional cell and gene therapies. To put things in perspective: developing a typical cell or gene therapy today can cost upwards of US $1.9 billion from R&D through clinical trials. And that’s just R&D, Cost of goods/manufacturing alone for a gene therapy can be between $500,000 and $1 million. In contrast, true in vivo approaches (which bypass ex-vivo cell manipulation and personalized manufacturing) could dramatically reduce costs and broaden accessibility. BNT113 exemplifies this potential—a solution that could be cheaper, scalable, and faster to deploy. I’m excited to see how this innovation reshapes the therapeutic landscape—and thrilled to be part of this conversation in making immunotherapy more efficient and accessible. References: https://lnkd.in/exCJK4t8 https://www.genengnews.com

81

6 Kommentare

𝗧𝗵𝗲 𝗵𝗮𝗿𝗱𝗲𝘀𝘁 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗶𝘀𝗻’𝘁 𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝗮 𝗱𝗲𝗮𝗹 — 𝗶𝘁’𝘀 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 𝗼𝗻𝗲. In most biotech and pharma companies, #B𝘶𝘴𝘪𝘯𝘦𝘴𝘴D𝘦𝘷𝘦𝘭𝘰𝘱𝘮𝘦𝘯𝘵 usually means 𝗹𝗶𝗰𝗲𝗻𝘀𝗶𝗻𝗴 — collaborations, royalties, valuation models. That’s essential work, but it’s only half the story. #𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗕𝗗 — what happens as a product nears approval or enters the market — is a different discipline. It’s where assumptions give way to execution. In #𝘭𝘪𝘤𝘦𝘯𝘴𝘪𝘯𝘨, we 𝘥𝘦𝘢𝘭 𝘸𝘪𝘵𝘩 𝘰𝘱𝘵𝘪𝘰𝘯𝘢𝘭𝘪𝘵𝘪𝘦𝘴: forecasts, discount rates, scenarios. In 𝘤𝘰𝘮𝘮𝘦𝘳𝘤𝘪𝘢𝘭 𝘉𝘋, we 𝘥𝘦𝘢𝘭 𝘸𝘪𝘵𝘩 𝘳𝘦𝘢𝘭𝘪𝘵𝘪𝘦𝘴: supply chains, pricing, launch timing, payor access, distribution. It’s no longer about how to split value but how to #𝘥𝘦𝘭𝘪𝘷𝘦𝘳 it. 🔍 𝗧𝗵𝗲 “𝗦𝗲𝗰𝗼𝗻𝗱 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗣𝗿𝗼𝗯𝗹𝗲𝗺” Health Advances once wrote a piece that still resonates: “𝗢𝗻𝗲-𝗛𝗶𝘁 𝗪𝗼𝗻𝗱𝗲𝗿𝘀 — 𝗧𝗵𝗲 𝗦𝗲𝗰𝗼𝗻𝗱 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗣𝗿𝗼𝗯𝗹𝗲𝗺 𝗶𝗻 𝗕𝗶𝗼𝘁𝗲𝗰𝗵.” Many biotechs succeed once but stumble on the second product because they stay optimized for 𝘥𝘦𝘢𝘭-𝘮𝘢𝘬𝘪𝘯𝘨, not 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴-𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨. They master partnerships but not launches--didn't bridge strategy and execution. That’s where the partnership between the 𝗖𝗵𝗶𝗲𝗳 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗢𝗳𝗳𝗶𝗰𝗲𝗿 and 𝗖𝗵𝗶𝗲𝗳 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗢𝗳𝗳𝗶𝗰𝗲𝗿 becomes defining. The CBO brings the 𝘰𝘶𝘵𝘴𝘪𝘥𝘦 𝘸𝘰𝘳𝘭𝘥 𝘪𝘯 — anticipating what partners and payors need. The CCO brings the 𝘪𝘯𝘴𝘪𝘥𝘦 𝘸𝘰𝘳𝘭𝘥 𝘰𝘶𝘵 — ensuring science and strategy reach patients. When they work in sync, 𝘀𝗰𝗶𝗲𝗻𝗰𝗲 𝗯𝗲𝗰𝗼𝗺𝗲𝘀 impactful 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. When they don’t, companies risk confusing activity for progress. The best organizations share one lens — 𝘵𝘩𝘦 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘱𝘦𝘳𝘴𝘱𝘦𝘤𝘵𝘪𝘷𝘦. Because at the end of the day, the product is where science, strategy, and patient value meet. 🚀 𝗧𝗵𝗲 𝗕𝗗 𝗦𝗵𝗶𝗳𝘁 𝗧𝗵𝗮𝘁 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 Commercial BD often begins two years before approval — during launch planning — when BD supports commercial teams on launch strategy and readiness, access, ITM (in-the-market) vs. TTM (to-the-market) pathways, and real-time insights to shape future BD priorities. At that point, #BD becomes #operational, financial, and mission-critical. 🙏 𝗔 𝗡𝗼𝘁𝗲 𝗼𝗳 𝗧𝗵𝗮𝗻𝗸𝘀 I learned many of these lessons early from exceptional leaders who shaped how I think: Anthony C. Hooper (Tony) (𝗔𝗺𝗴𝗲𝗻) — every deal must serve patients, not spreadsheets; D. Mark McClung (𝗔𝗺𝗴𝗲𝗻) — connect strategy with field reality; Jeff Ajer (𝗕𝗶𝗼𝗠𝗮𝗿𝗶𝗻) — commercial discipline and compassion can coexist. Their #mentorship grounded my belief that in biotech, 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝘀𝗵𝗼𝘂𝗹𝗱 𝘁𝗵𝗶𝗻𝗸 𝗹𝗶𝗸𝗲 𝗮 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗽𝗲𝗿𝘀𝗼𝗻 — scientist, BD lead, or C-suite alike. Because a “deal” makes a headline. A “launch” builds a company. https://lnkd.in/etf5tfMt

93

5 Kommentare

💥 🇫🇷 Big moves in Paris! One Biosciences just raised €15M in Series A to supercharge their single-cell tumor RNA sequencing platform. 🧬💸 📈 Led by Redmile Group and Blast Club, with backup from an all-star VC squad: Galion.exe, Invus, Sofinnova Partners, Polytechnique Ventures, and Kima Ventures. 𝐓𝐡𝐞𝐢𝐫 𝐠𝐨𝐚𝐥?  To turn complex single-cell data into real-time insights that actually help doctors make decisions, improve patient care, and speed up drug development. Congrats to Hedi Ben Brahim and the team! 👉 Founded in 2020, they’ve now raised over €20M and with AI + proprietary patient data, they’re gunning to predict responses to most oncology treatments before the first dose is even given. Ones to watch in the #RNA world 👀 #funding #startups

66

3 Kommentare

🚩Breakthrough : Why Pharmaceuticals Are Investing in Tumor-Selective Immunotherapies? Conditionally Active Biologics (CABs): Redefining the Therapeutic Window in Immuno-Oncology. ​ ​ Many next-gen immunotherapies still face the same dilemma: efficacy comes at the cost of systemic toxicity. CABs are emerging as a response, engineered to remain inert in circulation and activate only within the tumor microenvironment. Whether through protease-cleavable designs, dual-antigen logic gating, or small-molecule switches, these platforms aim to localize activity and expand the therapeutic window.​ ​ 💲Recently, pharma dealmaking has accelerated around CABs, signaling strong conviction in their ability to unlock safer, more targeted immunotherapies:​ ​ – AbbVie has announced at least 3 strategic collaborations in CABs since 2024, including a $2.1B deal with Xilio Therapeutics, Inc. and a $1.4B partnership with EvolveImmune Therapeutics to advance T-cell engagers with conditional gating.​ – Regeneron entered a $2B licensing agreement with CytomX Therapeutics for their protease-activated antibody platform.​ – Merck acquired Harpoon Therapeutics to secure HPN328 / MK-6070, a conditionally active CD3 engager.​ – Gilead has partnered with both Xilio and Tentarix Biotherapeutics, gaining access to tumor-selective T cell engagers and immune activation platforms.​ ​ At #BIO2025, the panel “Beyond Bispecifics and ADCs: Conditionally Active Biologics (CABs)” made clear just how fast this field is evolving, with over 45 CAB molecules now in development.​ ​ 🔹 Roche’s $250M acquisition of Good Therapeutics, Inc., followed by the spin-out of Bonum Therapeutics, spotlighted the strategic value of conditionally regulated cytokines.​ 🔹 The Tentarix–AbbVie alliance, along with CytomX Therapeutics–Astellas Pharma and Werewolf Therapeutics–Jazz Pharmaceuticals, confirms that conditionality is a key partnering theme in immuno-oncology.​ 🔹 Molecular Partners’ CD3 Switch-DARPin demonstrates how spatial and modular control can mitigate TCE-related toxicity, a core challenge in the field.​ ​ ➡️Modality and Mechanism breakdown:​ Bispecific antibodies (incl. TCEs) and cytokines dominate the CAB pipeline, together representing over 70% of molecules under development. ADCs, multispecifics, and monoclonals complete the picture. For mechanism: Protease-activated designs lead the field, followed by physiologic switches (e.g., pH, redox) and sensor-dependent activation. All aim to widen the therapeutic window through spatial precision.​ ​ 👉 What do you think about CABs? Where do you see the most value? ​ At Genchrome, we bring deep expertise in biologics and biosimilars to support business development (#BD) activities, helping companies anticipate LOEs, evaluate competitive dynamics, and identify the right opportunities to rebuild value. We connect #pharma, #biotech, and #VCs with compelling deal opportunities. ​ ​ 📥[email protected]​

53

4 Kommentare

The latest Q2 2025 results confirm a remarkable trend in biopharma: resilience and clustering at scale. Nine out of the ten largest companies reported year-over-year revenue growth, with total top-10 revenues rising ~10% compared to Q2 2024. The distribution is striking — eight players now sit tightly within a $14–15B revenue band, underscoring both the competitiveness and maturity of the sector. Growth is not uniform, however. While most companies delivered double-digit increases, a few faced pressure in specific geographies and product segments. The fact that even with these headwinds, the global top-10 collectively expanded by more than $12B in just 12 months speaks to the structural demand drivers in biopharma: demographic shifts, chronic disease prevalence, and advances in specialized therapies. This consistency at the top also highlights the growing importance of execution. Incremental shifts in portfolio balance, regional dynamics, and launch cadence can make the difference between outperforming peers or merely keeping pace. In an environment where scale matters but agility matters even more, the next few quarters will show which players can convert resilience into sustainable leadership. Conclusions: Biopharma’s Q2 2025 results show remarkable consistency at the top: 9 of the 10 largest companies grew, with most now clustered in the $14–15B range. Scale drives resilience — but agility will define the next stage of leadership. #Biopharma #LifeSciences #HealthcareInnovation #Biotech #PharmaGrowth #GlobalHealth

55

Completely agree, Citeline! There is huge potential for AI in drug discovery, but we need to rethink the problems we are trying to solve.    At Valo Health, we start drug discovery by unraveling the complexities of disease from large scale human datasets. Our advanced AI/ML tools enable us to learn in new ways from this data, identify new drug targets and explore vast chemical spaces for new small molecules.    We’re already seeing this approach impact our partners’ R&D - and we believe it’s really just the beginning of how we can transform drug discovery. Link in comments.

73

3 Kommentare

Hemostemix Unveils AI-First Strategy! Hemostemix (TSXV: HEM | OTCQB: HMTXF | FSE: 2VF0) is proud to announce our AI-first strategy — leveraging artificial intelligence to accelerate clinical trials, enhance patient engagement, streamline operations, and strengthen compliance. This marks a major step in our mission to become the world’s first AI-driven autologous stem cell therapy company, creating value for both patients and shareholders. Join us at our upcoming VesCell HealthTalk for a closer look at how AI is transforming every aspect of our work: 📅 Thursday, August 21 | 1:00 PM ET 🔗 https: bit.ly/473RPMj *ACP-01 is investigational and has not been approved by the U.S. FDA. Available under special access in select locations. #Hemostemix #AI #StemCellTherapy #Biotech #RegenerativeMedicine #ClinicalTrials #HealthcareInnovation #InvestorRelations

25

1 Kommentar