AstraZeneca will pay insitro $40 million up front, with up to about $1.46 billion in milestones to follow, for liver and heart targets. At 2.7% of the disclosed total, the upfront leaves most of the value tied to targets insitro has yet to deliver.
Perspective Coverage
3 publishers
- Builder
- Builder 32%
- Operator
- Operator 31%
- Investor
- Investor 37%
Reality
- Evidence55
- Adoption40
- Hype gap+30
- Incentives60
- Confidence70
Northeastern's Ke Zhang reports a bottlebrush polymer with a built-in sequence meant to steer oligonucleotide drugs to particular tissues. "Knowing what gene to target is only part of the problem," Zhang said, and delivery to the right cells is the rest.
Reality
- Evidence50
- Adoption
- Insufficient
- Hype gap+35
- Incentives
- Insufficient
- Confidence55
Multiply Labs raised $75M in a Series B led by Patrick Soon-Shiong, with AstraZeneca and robot maker Teradyne among its backers. Plant teams weighing the robots have to test the startup's claim that they copy staff closely enough to need no new regulatory approval.
Reality
- Evidence50
- Adoption20
- Hype gap+40
- Incentives65
- Confidence55
Nik Storonsky called a London listing "just not rational" in 2024 over the 0.5% stamp duty that is still charged today, and he now tells Les Echos that Revolut, valued at $115bn, plans to list in London as well as on the Nasdaq.
Reality
- Evidence58
- Adoption28
- Hype gap+22
- Incentives68
- Confidence55
Researchers at Mount Sinai counted drug trials collecting wearable data on ClinicalTrials.gov, and ten years of growth turned out to be gradual, with the researchers quoted by Nature split on whether sensor capability or validation work is the holdup.
Reality
- Evidence62
- Adoption48
- Hype gap+12
- Incentives68
- Confidence52
The evidence behind the expansion is two partial responses and six stable diseases among 28 heavily pretreated patients, with both detailed responders carrying a PPP2R1A mutation. The point of adding sites is to find out whether that pattern holds.
Reality
- Evidence52
- Adoption17
- Hype gap+26
- Incentives74
- Confidence56