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David's Substack

David

musings on biopharma

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues3SubscribersRead davidyang.bio

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Why was GLP-1 not a biotech success story?

It’s been remarkable to watch the unfolding of the GLP-1 revolution. The drugs are set to generate $100bn in annual sales by 2028 and have already brought about immense societal impact. Yet I have to wonder, why was it not a biotech company...

a year ago
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6

Developing oral drugs for antibody targets

Protagonist and J&J recently achieved a major milestone by delivering a Phase 3 oral psoriasis treatment that matches the mechanism of Tremfya—a blockbuster antibody with over $3 billion in annual sales. Patients can now consider a once-dai...

a year ago
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Hello

Test

a year ago
0
0

Authors

The writers behind this newsletter.

  • David

    Biotech investor at Lux Capital & co-founder of Latus Bio

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