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In my 40 years of biotech, I was waiting to see this result. Never before have transplanted cells survived normal immune response without immunosuppression. Excited for patients, many whom I know see hope today for a possible cure for many diseases.
David Watson 🥑
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It's truly encouraging to see progress like this after so many years. The potential for patients is significant, and it's great to hear of the hope it brings.

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Sourced from across X
The biotech report that 's team at Stifel put out this afternoon is a banger. Some slides on China's impact to $XBI. 1/3 of external molecules brought in by big pharma are now coming from China (from 0 in 2019).
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Stifel report reviews Biotech underperformance & makes case for positives in 2025 (inflation down, positive market devts & scientific progress, new admin positive for pricing and M&A, tax cuts) plus some predictions (hot areas: big drugs for big diseases, cardio, pulmonary
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Multispecifics continue to disrupt treatment algorithms.
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Stephen V Liu, MD
@StephenVLiu
Press release: MARIPOSA regimen of first-line amivantamab plus lazertinib shows a significant improvement in overall survival over osimertinib alone in #EGFR NSCLC. Full data to be presented but improvement in median OS expected to be over 12 months. jnj.com/media-center/p