“Americans deserve a tax rebate after four years of Biden policies that have devastated families’ savings and livelihoods.”
ㅋㅋㅋㅋ,,, 어디서 많이 들어본거같군
ㅋㅋㅋㅋ,,, 어디서 많이 들어본거같군
😁2
Forwarded from BioMoment-Oncology
1⃣Scale is no longer the bottleneck. It’s the edge.
In 2018, BeiGene was averaging 7 preclinical programs per year.
In 2025? They’re on track for 82.
That kind of scale doesn’t just look good on a slide. It changes how you allocate capital and run your pipeline. With that many shots on goal, you don’t need to cling to losers. You can kill early, double down on signal, and pivot quickly when biology surprises you.
It’s not just a big pipeline. It’s a portfolio management system, built for speed and optionality.
2⃣Modality fluency isn’t optional anymore.
China was once criticized for being 5–10 years behind on modality innovation.
Not anymore.
BeiGene is running programs across:
🔹CDACs (chimeric degraders)
🔹ADCs (including B7-H3, CEA, FGFR2b)
🔹Trispecifics
🔹T-cell engagers
🔹And yes, still small molecules and antibodies
This isn’t a bolt-on strategy. It’s full-stack innovation. Internal chemistry, biologics, linker-payload, all owned in-house.
The lesson: modality leadership isn’t coming from a single Western hub anymore.
3⃣Combos aren’t Plan B. They’re Plan A.
One of the clearest signals: BeiGene is designing combinations before proof of concept.
🔹CD3 T-cell engager + IL-15 prodrug booster
🔹EGFR CDAC + EGFRxMETxMET trispecific
🔹KRAS inhibitor + KRAS degrader + RAS(ON) inhibitor
These aren’t “we’ll see if they work together later” combos. These are engineered up front, with mechanism synergy and translational biology in mind.
You don’t do that unless you have internal control over every piece.
And BeiGene does.
4⃣Speed isn’t just about being first. It’s about learning faster.
Ten first-in-human trials in a single year. That’s roughly one IND every five weeks.
What enables that?
🔹In-house IND authorship
🔹Onshore GMP manufacturing
🔹Chinese regulatory reforms (CDE IND timelines often <60 days)
🔹Deep CRO integration and faster site activation
In biotech, speed = learning cycles. And in a high-burn, high-risk environment, the ability to get early data quickly is the most underrated form of capital efficiency.
5⃣A biology-first, modality-agnostic mindset is emerging.
This might be the most important shift of all.
BeiGene is attacking targets with multiple modalities in parallel.
For EGFR: they’re testing both degraders and trispecifics
For KRAS: they’re running inhibitors, degraders, and RAS-ON blockers
This isn’t redundancy. It’s strategic convergence.
The question isn’t “Which modality wins?”
The question is “What combination delivers real tumor regression and how can we build it now, not five years from now?”
That’s a different R&D mindset. And it’s already here.
What it all means for the future of biotech R&D
👉First-in-human combo studies will increasingly start in China, not just be confirmed there.
👉INDs will include multiple modalities from Day 1. Think: TCE + cytokine booster + degrader, all filed together.
👉Western pharmas won’t just partner for China rights, they’ll start in-licensing full platforms and translational insights.
👉The edge will go to companies that combine scale, modality control, combo foresight, and fast execution. Not just one.
BeiGene isn’t the only company doing this. But it’s the one showing us what happens when a biotech stops optimizing for “follower” status and starts running its own playbook.
In 2018, BeiGene was averaging 7 preclinical programs per year.
In 2025? They’re on track for 82.
That kind of scale doesn’t just look good on a slide. It changes how you allocate capital and run your pipeline. With that many shots on goal, you don’t need to cling to losers. You can kill early, double down on signal, and pivot quickly when biology surprises you.
It’s not just a big pipeline. It’s a portfolio management system, built for speed and optionality.
2⃣Modality fluency isn’t optional anymore.
China was once criticized for being 5–10 years behind on modality innovation.
Not anymore.
BeiGene is running programs across:
🔹CDACs (chimeric degraders)
🔹ADCs (including B7-H3, CEA, FGFR2b)
🔹Trispecifics
🔹T-cell engagers
🔹And yes, still small molecules and antibodies
This isn’t a bolt-on strategy. It’s full-stack innovation. Internal chemistry, biologics, linker-payload, all owned in-house.
The lesson: modality leadership isn’t coming from a single Western hub anymore.
3⃣Combos aren’t Plan B. They’re Plan A.
One of the clearest signals: BeiGene is designing combinations before proof of concept.
🔹CD3 T-cell engager + IL-15 prodrug booster
🔹EGFR CDAC + EGFRxMETxMET trispecific
🔹KRAS inhibitor + KRAS degrader + RAS(ON) inhibitor
These aren’t “we’ll see if they work together later” combos. These are engineered up front, with mechanism synergy and translational biology in mind.
You don’t do that unless you have internal control over every piece.
And BeiGene does.
4⃣Speed isn’t just about being first. It’s about learning faster.
Ten first-in-human trials in a single year. That’s roughly one IND every five weeks.
What enables that?
🔹In-house IND authorship
🔹Onshore GMP manufacturing
🔹Chinese regulatory reforms (CDE IND timelines often <60 days)
🔹Deep CRO integration and faster site activation
In biotech, speed = learning cycles. And in a high-burn, high-risk environment, the ability to get early data quickly is the most underrated form of capital efficiency.
5⃣A biology-first, modality-agnostic mindset is emerging.
This might be the most important shift of all.
BeiGene is attacking targets with multiple modalities in parallel.
For EGFR: they’re testing both degraders and trispecifics
For KRAS: they’re running inhibitors, degraders, and RAS-ON blockers
This isn’t redundancy. It’s strategic convergence.
The question isn’t “Which modality wins?”
The question is “What combination delivers real tumor regression and how can we build it now, not five years from now?”
That’s a different R&D mindset. And it’s already here.
What it all means for the future of biotech R&D
👉First-in-human combo studies will increasingly start in China, not just be confirmed there.
👉INDs will include multiple modalities from Day 1. Think: TCE + cytokine booster + degrader, all filed together.
👉Western pharmas won’t just partner for China rights, they’ll start in-licensing full platforms and translational insights.
👉The edge will go to companies that combine scale, modality control, combo foresight, and fast execution. Not just one.
BeiGene isn’t the only company doing this. But it’s the one showing us what happens when a biotech stops optimizing for “follower” status and starts running its own playbook.
🤔1
Forwarded from BioMoment-Oncology
BioMoment-Oncology
1⃣Scale is no longer the bottleneck. It’s the edge. In 2018, BeiGene was averaging 7 preclinical programs per year. In 2025? They’re on track for 82. That kind of scale doesn’t just look good on a slide. It changes how you allocate capital and run your pipeline.…
모두들 한번씩 꼭 읽어보시길 추천
BeiGene의 사례를 통해 중국 바이오텍의 위대함을 간접적으로 느낄 수 있음.
1. Scale이 중국 바이오텍의 엣지가 됐음.
포트폴리오가 많기 때문에 좀 딸리는 에셋에 매달릴 필요도 없고, Kill 결정을 하기도 용이함. 또한, 굉장히 유망하고 똘똘한 에셋이 있다면 이쪽에 빠르게 집중하여 Value Proposition을 할 수 있음.
즉, 이건 중국 바이오텍의 Portfolio Management System이 우수하다는 증거임.
2. 그들에게 모달리티 다양성은 이제 옵션이 아니라 필수임.
BeiGene은 CDAC, ADC, Trispecifics, TCE, Small Molecule, Monoclonal Ab 등 다양한 모달리티를 확보하고 있음.
이는 내부적으로 Biology, Chemistry, Linker-Payload 등 다양한 영역들에 대한 핵심 역량들을 보유하고 있다는 것을 의미하며, 'Bolt-on Strategy'가 아닌 'Full-stack Innovation'임.
3. 병용투여 전략은 플랜B가 아니라 플랜A임.
중국 바이오텍은 약물 개발 초기부터 Smart Combination Strategy에 대해 매우 심도있게 고민함.
BeiGene도 TCE+Cytokine, CDAC+Trispecifics, KRASi+KRAS Degrader+RAS On Inhibitor 등 다양한 병용투여 전략을 기반으로 하고 있음.
‘나중에 이 약물들의 병용투여 효능을 평가해보겠다’가 아니라 ‘명확한 사이언스 및 데이터를 기반으로 해 초기부터 이 병용투여 전략으로 가겠다’는 관점임.
실제 중국에서 First-in-human 병용요법에 대한 임상 허가가 매우 빠르게 증가하고 있음.
4. 개발 속도가 매우 빠름.
BeiGene은 1년에 10개의 IND를 승인받으며, 5주마다 1개씩 받는 수준임.
바이오텍에게 속도감은 매우 중요함. High-burn, High-risk 상황에서 초기 데이터를 빨리 확보하는게 Capital Efficiency에 도움이 많이됨.
5. 타깃 Biology에 대한 명확한 이해 및 이를 바탕으로 한 다양한 모달리티 전략이 눈에띔.
BeiGene은 타깃 하나를 선정한 후에 다양한 Modality로 Parallel하게 개발을 시작함.
이건 낭비가 아니라 전략임. 어떤 모달리티가 제일 좋을지를 몰라서라기 보다는 어떤 조합이 최적의 항암 효과를 낼지 그리고 지금 어떻게 이를 구현해낼지에 대한 고민이 담겨있음.
텔레그램 링크: https://t.me/biomoment
작성자: 박동영
BeiGene의 사례를 통해 중국 바이오텍의 위대함을 간접적으로 느낄 수 있음.
1. Scale이 중국 바이오텍의 엣지가 됐음.
포트폴리오가 많기 때문에 좀 딸리는 에셋에 매달릴 필요도 없고, Kill 결정을 하기도 용이함. 또한, 굉장히 유망하고 똘똘한 에셋이 있다면 이쪽에 빠르게 집중하여 Value Proposition을 할 수 있음.
즉, 이건 중국 바이오텍의 Portfolio Management System이 우수하다는 증거임.
2. 그들에게 모달리티 다양성은 이제 옵션이 아니라 필수임.
BeiGene은 CDAC, ADC, Trispecifics, TCE, Small Molecule, Monoclonal Ab 등 다양한 모달리티를 확보하고 있음.
이는 내부적으로 Biology, Chemistry, Linker-Payload 등 다양한 영역들에 대한 핵심 역량들을 보유하고 있다는 것을 의미하며, 'Bolt-on Strategy'가 아닌 'Full-stack Innovation'임.
3. 병용투여 전략은 플랜B가 아니라 플랜A임.
중국 바이오텍은 약물 개발 초기부터 Smart Combination Strategy에 대해 매우 심도있게 고민함.
BeiGene도 TCE+Cytokine, CDAC+Trispecifics, KRASi+KRAS Degrader+RAS On Inhibitor 등 다양한 병용투여 전략을 기반으로 하고 있음.
‘나중에 이 약물들의 병용투여 효능을 평가해보겠다’가 아니라 ‘명확한 사이언스 및 데이터를 기반으로 해 초기부터 이 병용투여 전략으로 가겠다’는 관점임.
실제 중국에서 First-in-human 병용요법에 대한 임상 허가가 매우 빠르게 증가하고 있음.
4. 개발 속도가 매우 빠름.
BeiGene은 1년에 10개의 IND를 승인받으며, 5주마다 1개씩 받는 수준임.
바이오텍에게 속도감은 매우 중요함. High-burn, High-risk 상황에서 초기 데이터를 빨리 확보하는게 Capital Efficiency에 도움이 많이됨.
5. 타깃 Biology에 대한 명확한 이해 및 이를 바탕으로 한 다양한 모달리티 전략이 눈에띔.
BeiGene은 타깃 하나를 선정한 후에 다양한 Modality로 Parallel하게 개발을 시작함.
이건 낭비가 아니라 전략임. 어떤 모달리티가 제일 좋을지를 몰라서라기 보다는 어떤 조합이 최적의 항암 효과를 낼지 그리고 지금 어떻게 이를 구현해낼지에 대한 고민이 담겨있음.
텔레그램 링크: https://t.me/biomoment
작성자: 박동영
🤔4🤬1
TSUNAMI WAVE HEIGHT FORECAST (POST 8.7 RUSSIA QUAKE):
🔴 3+ METERS POSSIBLE:
•Russia
•Ecuador
🟠 1–3 METERS POSSIBLE:
•Chile
•Hawaii
•Japan
•Solomon Islands
🔴 3+ METERS POSSIBLE:
•Russia
•Ecuador
🟠 1–3 METERS POSSIBLE:
•Chile
•Hawaii
•Japan
•Solomon Islands
미국 바이오에 숨통이 트이나
https://www.statnews.com/2025/07/29/vinay-prasad-exits-fda-marty-makary-cber-director-chief-medical-scientific-officer/
https://www.statnews.com/2025/07/29/vinay-prasad-exits-fda-marty-makary-cber-director-chief-medical-scientific-officer/
STAT
Vinay Prasad, a powerful FDA official, departs after controversy over rare disease drug
Vinay Prasad, a top FDA official, is out after less than three months on the job.
🤔1
서화백의 그림놀이 🚀
강도가 계속 업그레이드 되는데 걱정이네
Earthquake off the eastern coast of Russia revised to M8.8 — tied for the 6th-strongest on record.
Forwarded from 회색인간의 매크로 + 투자 (Gray KIM)
연합인포맥스
"국민연금 코스닥 투자 의무화해야"…코스닥3000 내건 협회 3사
벤처기업협회와 한국벤처캐피탈협회, 코스닥협회가 연기금에 SOS를 보냈다. 코스닥 3000 목표 달성을 위해 연기금이 전략적으로 투자를 확대해야 한다고 한목소리를 냈다.3개 협회는 코스닥 3000을 달성하기 위해 연기금의 코스닥 투자를 의무화하고, 코스닥 활성화 펀드도 조성해야 한다고 제안했다. 기관의 유동성이 늘어야 코스닥의 전체적인 상승을 이끌 수 있다는 취지다.벤처기업협회와 한국벤처캐피탈협회, 코스닥협회 등 3개 단체는 30일 여의도 중소기업중앙회에서…
🤬5😁3🤔2