"On ne s'est pas du tout préparé à la nouvelle économie, à la nouvelle donne, y compris géopolitique. Parce que maintenant on voit très bien que l'argent va se créer et se crée dans des domaines comme l'IA et la biotech"
Jean Tirole, Nobel Prize winner in economics, criticizes France for its attachment to obsolete industries like that of Doliprane, instead of focusing on artificial intelligence and biotechnology, thus highlighting the urgency of reforms in the face of the growing economic dependence on the United States and China. (translated)
🇪🇺 produces 21% of the world’s leading biotech publications, but our share of global clinical trials fell from 18% to 9%. The #BiotechAct is our answer: faster trials, more investment, clearer rules, stronger incentives for 🇪🇺 manufacturing & better use of health data and AI. #BiotechAct #ClinicalTrials #HealthData #EU
Europe has the science to lead in biotechnology but we are not turning it into growth & better treatments for patients fast enough. At today’s @lisboncouncil roundtable, my message was clear: Europe cannot afford to stand still while global competitors move faster. ⤵️ https://t.co/nVFDhZbtNY #Biotechnology #Innovation #Europe #EU #PT
🇱🇹 Lithuania is strengthening its position as a global life sciences and biotech hub. Vilnius has opened the €61 million BIO CITY III Cell Therapy and Personalised Medicine Centre, expanding Lithuania’s capabilities in advanced cell therapies and personalised medicine. https://t.co/DycpMvTupB #Lithuania #Biotech #CellTherapy #LT
Contrary to predictions, AI is creating jobs in the USA. Especially for workers and engineers for data centers and AI computer scientists. We are threatened with a world where the USA exports AI and biotech, China exports cars and energy tech, and we export nothing. We lack strategy. (translated)
Polish researchers have developed a new method of holotomography that enables better selection of eggs during the in vitro procedure, which may increase the effectiveness of implantation and the birth of healthy children, while simultaneously reducing the number of excess embryos. (translated)
In Italy, TEPOV is being developed, a precision therapy against glioblastoma, a highly aggressive brain tumor, which aims to target the EV-3 anomaly and improve treatment prospects thanks to the drug AND-C4 from the biotech company Andremacon S.r.l. (translated)
The Dutch cabinet is accelerating the establishment of a national investment bank with an investment of 3.3 billion euros to stimulate innovative companies and keep them in the Netherlands, in response to the absence of such institutions compared to other European countries. (translated)
Boston has administered an injection for cell rejuvenation to a person for the first time, which could significantly change the aging process and related diseases if clinical trials are confirmed. (translated)
A research team led by Professor Mika Ebisuya has achieved a breakthrough in laboratory-grown meat, obtaining diverse muscle tissue cells that self-organize into three-dimensional structures, which could revolutionize the production of steaks from animal cells. (translated)
LA NOTA SEGRETA DI GOLDMAN SACHS: “CURARE I PAZIENTI CONVIENE?” - Prof. @RoyDeVita Nel 2018, #GoldmanSachs ha inviato una nota agli investitori biotech chiedendo: “Curare i pazienti è un modello di business sostenibile?”. La risposta, basata sui dati finanziari della cura per l’Epatite C di Gilead, è stata un NO secco. Dalle statine ai moderni GLP-1 per uso cronicizzato: perché la finanza farmaceutica preferisce la gestione della malattia a vita rispetto alla guarigione definitiva? Ve lo spiego nel nuovo episodio di Marketing Vs Science. Voi cosa ne pensate? Meglio un farmaco a vita o una cura definitiva? #GoldmanSachs #Sanità #Farmaci
Eli Lilly has acquired the biotech company Merida Biosciences for up to $2.88 billion to expand its immunology business and invest its revenues from weight-loss drugs into acquisitions. (translated)
Un exemple édifiant de l'impuissance européenne. En 2024, Mario Draghi publiait probablement le meilleur diagnostic jamais écrit sur le décrochage économique et technologique de l'Europe. Énergie trop chère. Retard dans les technologies de rupture. Marchés de capitaux fragmentés. Entreprises qui peinent à grandir. Investissement insuffisant. Et des clés pour un sursaut, dont 800 milliards d'euros supplémentaires par an. Deux ans plus tard, presque rien n'a bougé. Alors Draghi s'allie avec le patron de Stripe, Patrick Collison, pour créer un think tank privé et forcer l'Union à appliquer son propre rapport. Un comble ! Quand l'un des hommes les plus emblématiques de l'histoire de l'UE doit monter une structure parallèle pour être entendu, le problème n'est plus économique. Il est politique. L'Europe ne souffre plus d'un déficit de diagnostic. Elle souffre d'un déficit d'exécution et de vitesse. Le monde a changé de tempo. L'IA, la robotique, l'énergie, l'espace et les biotechnologies redessinent en quelques mois les rapports de puissance. Dans ce monde-là, deux ans sont une éternité. L'Europe a les talents, les capitaux, les scientifiques et les entrepreneurs pour redevenir un continent qui compte. Elle sait même désormais ce qu'elle doit faire. Il ne lui manque plus qu'une chose : décider et agir à la vitesse du monde. #Europe #Innovation #Politique
In the lab of the Biotechnology Fermentation Factory in Ede, work is being done on precision fermentation, an innovative technique that makes it possible to create sustainable alternatives to dairy and egg products without animals, with personalized proteins and significant environmental benefits, while start-ups like Those Vegan Cowboys and Vivici are committed to developing this technology on a larger scale. (translated)
American biotech company Revolution Medicines has received authorization from U.S. authorities for its new drug against pancreatic cancer, daraxonrasib, which targets the RAS protein, thereby increasing the median survival duration of patients with an aggressive form to 13.2 months, and will be marketed under the name Rasonque. (translated)
3 secteurs dans lesquels je me refuse formellement d’investir : • Automobile : marges faibles, guerre des prix, aucun avantage concurrentiel durable, CAPEX de maintenance énormes • Banques : business model opaque, trop dépendant des taux et du levier, difficilement lisible • Biotech / Pharma : effet binaire permanent (succès total ou échec complet), dépendance aux essais cliniques, expiration des brevets pouvant entraîner une chute brutale des revenus C’est pour cette raison que vous me verrez assez rarement parler de Stellantis, Crédit Agricole ou encore Novo Nordisk. Ça ne signifie pas que tout est à jeter sur les sociétés de ces secteurs. D’ailleurs,je sais que pas mal de personnes ont réussi à générer des performances considérables sur certaines d’entre elles, Ça signifie simplement qu’elles ne collent pas à ma philosophie et à ma stratégie d’investissement. Je préfère des business simples, rentables, prévisibles et asset light (ou qui font du CAPEX de croissance) Visa, Google, Booking, Mastercard, pour ne citer qu’elles. #Investissement #Finance #Stratégie
Sweden has quickly regained its position as a leading pharmaceutical nation in Europe with a significant increase in pharmaceutical exports and the emergence of innovative biotech companies, but to maintain this position, immediate political actions are required to improve research incentives, conditions for clinical trials, and the willingness to pay for innovative medicines. (translated)
"See? I just heard that Moderna is announcing the mRNA #vaccine for #cancer, the whole Covid circus is going wild like in the good old days of the Moderna vaccine for Covid. But, as I tried to explain, citing the same analyses from the US biotech sector, which professionally follows these." (translated)
Yesterday on CNBC, the managers of Moderna said, "We are treating #cancer" with an mRNA vaccine, "cancer is a software problem that we solve with artificial intelligence" and we have "definitive" results. Moderna was the biotech company almost bankrupt. (translated)
