Sam Davis @SamDavisBio
Building CoFormBio | Ex-EQRx (exit), Ex-Scipher, Ex-Goodwin linkedin.com/in/samadavis Los Angeles (via Boston) Joined October 2010-
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@andrewdsouza @darrenmarble @boardyai Who is the real Boardy…
@MattyKirsh @EdisonSci @ferment_co Congrats!
@drrichjlaw How does $575M upfront sound? abogenbio.com/news/company/n…
@drrichjlaw Here is $300M up front - for a Chinese PH1 GLP-1 oral novonordisk.com/content/nncorp…. That’s $700M plus I would guess another $100-150M in milestone payments - that’s sum of money in the hands of two Chinese discovery cos will pay for 8-10 new me2 programs
Said this - y’all being played statnews.com/2026/10/01/chi… @Jasonmmast @statnews
I cannot emphasize enough how much US management overstates the Chinese work ethic, 996 etc. I worked in Shanghai and HK for 4 years with the top semiconductor, biotech and tech cos and maybe true to some degree at the Foxconn, factory, fill finish facility - level, but China
Hi VC friends - if you’re touring China for a VC wrapped newco play, cool, but when in-licensing an asset, check chain of title first: map inventors’ prior jobs against company founding and patent dates, demand executed assignments plus lab notebooks showing independent work, and search filings under their names. Basic KYC on founders often reveals overlapping employment at a direct competitor.
Beam Therapeutics $BEAM sues Chinese biotech, VC-backed startup, alleging theft of intellectual property statnews.com/2026/09/29/bea… via @ADeAngelis_bio @Jasonmmast
@srqstockpicker So many such cases...Kali Tx CEO is accused of the same thing, albeit theft from a large Chinese biotech. x.com/chuminhua432/s… pacermonitor.com/public/filings…
Weihao Xu, CEO of Kali Therapeutics, was previously a key figure in BD at 🇨🇳 Harbour BioMed. Public records show that he joined the company in December 2021, holding senior roles including Chief Strategy Officer, Chief Financial Officer, Chief Business Officer, and President of
@a_a_free TBF those are literally 3 me-2 companies who have zero moats
@AppleHelix @PrezCamacho Noncompetes are unenforceable in CA.
@jrkelly @PeterKolchinsky Everyone knows - here is $180M up front from Sanofi - to a 2 year old 2026 Endpoints 11 nominee (Kali Tx) which is the the middle of a trade secret lawsuit from the CEO’s former employer Harbour Biomed (similar to Beam) kalitherapeutics.com/post/kali-ther…
Sam Davis retweeted
25 years after the human genome, new drug targets are still scarce: Since 2000, 312 new targets have been added, an 84% increase, but that works out to only about 12–15 a year. Source: nature.com/articles/s4157…
Daphne Zohar @daphnezohar
27K Followers 791 Following Founder, Board & CEO of @SeaportTX. Co-founder Karuna Tx (now at BMS). previously Founder, Board & CEO PureTech. Cofounder/Executive Producer @BiotechCH.
Biotech Hangout @BiotechCH
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Johannes Fruehauf🇺... @JFruehauf
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tycomp (Train Your Co... @train_computer
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Biotech Hangout @BiotechCH
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Johannes Fruehauf🇺... @JFruehauf
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Bio Stocks™ @BioStocks
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Matthew Herper @matthewherper
112K Followers 3K Following Writing and events at STAT. This is biology's century; Every data point has a face. ‘21 Polk Award. Signal: MattHerper.92
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Professor Oak @Prof_Oak_
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Jing Liang 🇺🇦 @AppleHelix
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39K Followers 40K Following President and Chief Scientific Officer of Immorta Bio Vitalist https://t.co/fbVtWsFQw4 503 patents 4 Exits https://t.co/GHnwkq884f
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