Discover and read the best of Twitter Threads about #biopharma
Most recents (10)
In #JPM2023 news, $TWST Twist Biosciences also presented on Monday, and here are some highlights of their presentation: first slide is the obligatory comparison between Twist 1M oligos per chip technology compared to the plate-based methods. 
Their #SynBio revenue is still growing, but proportionally less than the #NextGenerationSequencing segment and the #Biopharma segments.
They have a new factory which they expect to start shipping products in January 2023 (now!) and would mean doubling up their current capacity.
1/ My new home @future just turned 1 🎉! Some thoughts on why I’m so excited about Future, by way of sharing a few of my favorite articles we’ve published so far. 🧵
2/ My colleagues share my optimistic outlook but get that building a better future won’t be easy. Many of my favorites tap into a common theme: science is integral to creating a better world, only if we (scientists) embrace new technologies and explore radical ideas, e.g.
3/ Science is slow, but it doesn’t have to be. One of the things slowing science down is the archaic process of funding science. Begging for #grants takes huge chunks of researcher time, decisions take months, and decision-makers are often risk-averse.
Let us take a look at $TWST and some #Synbio.
Twist is the #DNA company. They break themselves into 4 different segments with #Synbio, #NGS, #Biopharma, and #Storage.
Twist is the #DNA company. They break themselves into 4 different segments with #Synbio, #NGS, #Biopharma, and #Storage.
The first segment is Synthetic Biology. This is what I call the Mail Order DNA business. Many companies need DNA for developing therapies like cell engineering or gene therapies. Many of these DNA strands can be synthesized for just a few cents per base.
This won't be a huge money maker as they can ship hundreds of thousands of DNA sequences a year for just a few dollars per. It is the back bone of their sales, and its still growing nicely. Its the cash cow that will fund the future developments which can be big winners.
Syngene is delighted to share that we are part of Fortune India’s Top 100 Wealth Creators list for 2021.
The criteria involved being a listed company with a 5-year CAGR of 7.5% plus in terms of market cap, revenue &profit (2017-21).
#FortuneIndia #Syngene #FortuneList #CDMO
1/5
The criteria involved being a listed company with a 5-year CAGR of 7.5% plus in terms of market cap, revenue &profit (2017-21).
#FortuneIndia #Syngene #FortuneList #CDMO
1/5
Those incurring a net loss in any of the 5 fiscals (2016-20) were filtered out. The final 100 were based on firms having revenues of Rs 300 crores or more in FY20.
2/5
2/5
Key to our success has been our growing clientele who regard us more as a strategic partner with flexibility to work across a spectrum of clients -MNCs to start-ups. We also have a consistent client retention rate of 90%.
#strategicpartnership #clientele #USA #Europe #Japan
3/5
#strategicpartnership #clientele #USA #Europe #Japan
3/5
The shambles and confusion about the regulatory approval for @BharatBiotech's #Covishield #vaccine will have serious consequences for the #Indian #biopharma industry. The real tragedy is NOT that an unsuitable or ineffective vaccine has been approved.
The real tragedy has been that the scientific process of basing decisions on data has been ruptured. Today nobody has any idea of the efficacy (as judged in field trials) of the efficacy of #Covaxin. This is as much a slap in the face for the scientists in @BharatBiotech
as it is a betrayal of the 22,000 subjects who had been enrolled in the as yet on-going phase 3 clinical trials. Their altruism in volunteering for the trial has been trashed, as has the painstaking work of the trial doctors been devalued.
$ARKG Tweet series
This series of tweets is my opinion only. Cathie Wood has created a group of ETFs that target the disruptive innovation that is both happening and accelerating. These funds have had stellar performance based upon innovation trends and economic theory.
1/
This series of tweets is my opinion only. Cathie Wood has created a group of ETFs that target the disruptive innovation that is both happening and accelerating. These funds have had stellar performance based upon innovation trends and economic theory.
1/
The $ARKG fund description is a good place to start. This has changed recently to a #CRISPR theme but started more with the sequencing cost declines which would drive diagnostics adoption and precision medicine
2/
2/
#ShelterInPlace #NonFiction #BookRecommendations !
Sharing takeaways and recs from recent reading blocks.
Who would I recommend this to?
👑 Everyone
🏆 Any interest in topic
🎖️ You often read on this topic
🍅 Nah
Michelin, not Amazon, style ratings = any non-🍅 is a good book.
Sharing takeaways and recs from recent reading blocks.
Who would I recommend this to?
👑 Everyone
🏆 Any interest in topic
🎖️ You often read on this topic
🍅 Nah
Michelin, not Amazon, style ratings = any non-🍅 is a good book.
🏆
Keynes Hayek by @NWapshott
Topic: 🌍💰
Layperson's history of JM Keynes' inventing #macroeconomics, and opposition by ppl who fear inflation > unemployment.
• #Stimulus packages are <100y old
• They seem like magic, but aren't
• Fiscal policy goes beyond red vs blue
Keynes Hayek by @NWapshott
Topic: 🌍💰
Layperson's history of JM Keynes' inventing #macroeconomics, and opposition by ppl who fear inflation > unemployment.
• #Stimulus packages are <100y old
• They seem like magic, but aren't
• Fiscal policy goes beyond red vs blue
🎖️
The Snowball by @aliceschroeder
Topic 💰📈
Great bio, but #Buffett's life is so consistent most ppl won't need 700 pages of it.
• "Take a simple idea, and take it very seriously"
• Learned early he loves making money, never stopped
• Wife surely made him a better human
The Snowball by @aliceschroeder
Topic 💰📈
Great bio, but #Buffett's life is so consistent most ppl won't need 700 pages of it.
• "Take a simple idea, and take it very seriously"
• Learned early he loves making money, never stopped
• Wife surely made him a better human
@BainInsights' 'Global #Healthcare PE & Corporate M&A report 2020' provides some good #insights in2 a key sector with attractive short- & long-term dynamics: bain.com/insights/topic… #PE #Investing Some takeaways...(1/5) General overview..PE Healthcare segment outperforming..
2/5 #Healthcare #PE 2020 overview of developments and trends in #NorthAmerica, #Europe & #AsiaPacific...North America leads the way with most deals & highest values #Investing #GlobalTrends #Innovation
3/5 Overview Global #PE #Healthcare deal value reaching record highs in 2019 with #BioPharma as the key driver...#GlobalTrends #Investing
@SVB_Financial has their '#Healthcare #Investment 2020' report out..some good insights on a key sector..A few takeaways...#VC #Innovation #GlobalTrends #Investing (1/3)
Well so this is an interesting thread and since it touches on #biotech I did want to mention a few things 1/
First, the value of "making the world a better place" that @Noahpinion mentions is right on the money. Everyone I've met in biopharma is dedicated to this idea and yes, it's likely many are making less than they could elsewhere. 2/
And, it's an amazing time in biopharma! Cellular therapies of various sorts, Gene editing, CRISPR, #genomics--holy cow are there exciting things going on! BUT...3/
