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Aug 4, 2022

Reflecting on the $BMY call last week got me thinking about the qualities that matter most in a TYK2 inhibitor – like deucravacitinib and Nimbus’ allosteric TYK2 inhibitor – as the market has become more defined and clinical data have matured. Boils down to 5 things: 🧵

I must say, while I agree w many of

@JMaraganore

points, I do think hybrid is a better approach than M-F full time. Both in-person and flexible can be married w the nuance

@AMahadevia

describes here. He’s always so eloquent, I’ll just wait for his blog.

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Ankit Mahadevia

@AMahadevia

Jan 24

IMO not a binary argument. Some things are better together (to problem solve, make complex decisions); others when there's flexibility (e.g. for writing, deep work). The experiment we're all undertaking is to be flexible enough to get the advantages of both. More in a coming post twitter.com/michael_gilman…

Listen to

at next week’s

talk #jpm2023!

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Ryan Cross the Science Boss

Jan 24

Nimbus Chief Business Officer Abbas Kazimi will join a panel discussion hosted by the @BosBiotechForum on Jan 31 to recap the @jpmorgan Healthcare Conference and the recently announced agreement with @TakedaPharma regarding our TYK2 inhibitor program.

Jeb Keiper Retweeted

@RLCscienceboss

Jan 22

I talked to dozens of biotech leaders to get a sense of how the industry is holding up after a tough year. My front page Sunday story for the

@BostonGlobe

has the details.

bostonglobe.com

‘Holding on by its fingernails.’ The biotech industry in Massachusetts braces for another tough...

Biotech acquisitions, funding, public offerings, and stock prices fell in 2022, sending small companies into survival mode — and hoping for an economic turnaround.

Jeb Keiper Retweeted

Koch Institute at MIT

@kochinstitute

Jan 19

Congrats to

@jstraehlaMD

, 2022 recipient of the

@aacr

-Day One Biopharmaceuticals Pediatric Cancer Research Fellowship! The award will help Dr. Straehla bring new drug delivery technologies to the clinic for children with central nervous system tumors. bit.ly/3kpMuZw

Jan 20

I've always enjoyed studying the history of drug R&D, and to share a small snapshot of one perspective on

@ldtimmerman

's podcast was quite humbling. I submit for your 1.25-1.5x listening pleasure a small piece of the

story (along with some personal early career stories)

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Jan 20

Nimbus CEO @jebkeiper joined @Ldtimmerman’s Long Run podcast to share personal insights on the Nimbus story from our computational beginnings 14 years ago, through the Takeda acquisition of our allosteric TYK2 inhibitor, and what our next chapter holds. apple.co/3Hj4D3X

From Computational Drug Discovery to a new Psoriasis Drug. Jeb Keiper of

is the latest guest on The Long Run podcast.

From Computational Discovery to a New Psoriasis Drug: Jeb Keiper on The Long Run - TimmermanRepor...

timmermanreport.com

Today’s guest on The Long Run is Jeb Keiper. Jeb is the CEO of Boston-based Nimbus Therapeutics. Nimbus made news in December 2022 when it sold its experimental Tyk2 inhibitor to Takeda Pharmaceuti...

Jan 15

Concerning trend indeed! 😡 We have lost Chadwick’s Boseman and so many other friends and family from #colorectalcancer - an epidemic among Gen X and Millennials

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Ibrahim Halil SAHIN, MD

@IbrahimSahinMD1

Jan 15

Colorectal cancer is now the leading cause of cancer related death among males aged 20-39 and 40-49

It was third among 20-39 age group last year.

Concerning trend is also seen in young women; CRC related death and will likely surpass breast cancer in near future @OncoAlert

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Jan 14

Hilarious read, esp that final dialogue. Artificial Intelligence for Congress!

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Peter Kolchinsky

@PeterKolchinsky

Jan 13

The final dialogue will blow your mind. Is ChatGPT smarter than Congress? — RApport rapport.bio/all-stories/is

Jan 14

So cool! Also implies fiddling w pyrimidine synthesis an be a valuable tool when you want to impact the rate of any particular cell type’s quick proliferation- applications in cancer, of course, and also autoimmune disease!

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Niko McCarty

@NikoMcCarty

Jan 13

Bacteria replicate DNA at crazy speeds & accuracy.

If DNA polymerase was a USPS truck, and each home was a single nucleotide: This truck would deliver to every home in the U.S. in 65 hours. It would do this about 4 times without making a single mistake.

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GIF

JPM23: Takeda tests Bristol Myers, Prime weighs spinoffs and Sanofi faces down a competitor

Jan 13

An analysis worthy of review..

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Andrew Pannu

@andrewpannu

Jan 12

The best biopharma M&A deals (with assets still contributing meaningfully in 2022) I analyzed the pipeline of 27 big pharma and 27 acquired companies to find the asset-driven deals with the highest ROI Summary below: andrewpannu.com/the-best-bioph

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ICYMI y'day, talking TYK2 with $BMY and $TAK executives, a look at how $PRME views its future and more from #JPM23 JPM23: Takeda tests Bristol Myers, Prime weighs spinoffs and Sanofi faces down a competitor

biopharmadive.com

Prime Medicine’s CEO pondered how best to advance an expansive pipeline, while executives at the two pharmas talked up their rival autoimmune disease drugs at the J.P. Morgan Healthcare Conference.

Jan 12

Great run this morning! Thanks to Philippe for organizing. Good to see

@AaronJDy

@jim7ellis

@BrianSkorney

and 10 others out there on the Golden Gate. Biotech Fun Run for 2024 was discussed!

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Aaron Dy, PhD

@AaronJDy

Jan 12

Great group and surprisingly nice weather for this morning’s biotech run across the Golden Gate. Glad I bumped into @JebKeiper yesterday and joined this morning. Nice way to wrap up JPM week. #JPM23 #JPM2023

Honored to have

TYK2 deal w

highlighted at #jpm23 by Mike Gaito of

@jpmorgan

to kick off the conference. I’m looking forward to presenting the Nimbus story in an hour here at the Westin!

Biotech execs/directors… if you are within 2y of drug launch, look how Eisai introduced societal value of its Alz drug lecanemab to the world… they showed their math. (Actually underestimated by 3-fold since neglect price drop after 13y due to IRA.) eisai.com/news/2023/pdf/

154

A good flight-to- #jpm2023 read is always a novel about patients. Great reminder and refresher about who we are working for (even if the novel has a teen romance plot)

Jan 6

Will be great to be out at #JPM23 after a long covid hiatus! Looking forward to sharing the Nimbus story, pipeline data, and plans for our breakthrough medicines. Timing is perfect if you're attending for allosteric TYK2 updates Monday morning: BMS at 7:30, Nimbus at 9:30

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Jan 6

Next week, CEO Jeb Keiper will speak at the 41st Annual @jpmorgan Healthcare Conference. We look forward to discussing our exciting development portfolio and connecting with our peers, partners and other #drugdiscovery leaders. #JPM23

Jan 2

Excellent publication

et Al, in

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Lipinski’s Rule of 5 has been highly influential in guiding Med Chem in the past 25 years. What does it offer for the next 25 years of drug discovery? @HartungIngo and colleagues provide answers here: nature.com/articles/s4157

🧵 Here are 10 amazing things that happened this year in #biotech.🧬

482

1,524

New: a conversation with

following

Nimbus CEO Jeb Keiper on negotiating a $4B deal and building an unorthodox biotech startup

’s big TYK2 deal with Takeda this week. Nimbus CEO Jeb Keiper on negotiating a $4B deal and building an unorthodox #biotech startup biopharmadive.com/news/nimbus-ta $BMY $TAK $GILD

biopharmadive.com

Days after inking one of the largest deals for an unapproved drug, the CEO spoke with BioPharma Dive about the company’s unusual origins and decision to remain private — for now.

A must read treatise on how to get a multi-billion $ biotech deal done by the inimitable

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After a ~decade of discovery & rigorous development, our TYK2 inhibitor found an inheritor to deliver our molecule to patients around the globe. Thrilled to welcome @TakedaPharma to the @NimbusTx journey and excited to see the path that lies ahead for our therapy

twitter.com/NimbusTx/statu…

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Really enjoyed chatting today; watch

@biotechCH

for the posting of the replay.

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Pearl Freier

@PearlF

Nimbus Tx CEO @JebKeiper will talk to @BiotechCH today at 3:00 PM ET on LinkedIn Live re: Takeda acquiring their Phase 2 drug for $4B upfront + $2B in milestones. Co-hosts are @daphnezohar @JSchimmer_E @timopler& @cngarabedian linkedin.com/events/biotech Twitter Spaces is down today.

Thanks

for the opportunity to go into the details of

and our recently announced deal with

@TakedaPharma

around our allosteric TYK2 program.

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BioPharma Dive

@BioPharmaDive

“We want to build a great R&D organization that is around for not just 13 or 14 years, but 30 years,” Nimbus CEO @JebKeiper told @BentheFidler in an interview on the biotech and its $4B deal with Takeda this week. biopharmadive.com/news/nimbus-ta

Delighted to join

today (Friday 16 Dec 2022) at 3pm ET to talk Takeda TYK2 deal with

Ryan Cross the Science Boss

for a bit…if I can figure out the technology.

Jeb Keiper Retweeted

@RLCscienceboss

UPDATED w/interviews from

@TakedaPharma

's Andrew Plump and

Takeda acquires Boston biotech’s experimental autoimmune disease pill for $4 billion - The Boston...

. “We’ve looked at every mechanism out there...And we feel that this TYK2 class has the potential to be as or more innovative and important for IBD patients as Entyvio.”

bostonglobe.com

Nimbus Therapeutics says its medicine could be used to treat psoriasis, lupus, and other conditions.

Congrats to

as well, who co-founded this company and was first CEO and continues to serve as Chair. Big thanks as well to my mentor

@DonWNicholson

who proceeded me as CEO and was a staunch supporter of pivoting to the allosteric pocket of TYK2.

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Bruce Booth

@LifeSciVC

Takeda Acquires Nimbus’ Tyk2 Autoimmune Program for up to $6B Congrats to @JebKeiper & the @NimbusTx team! Here's a blog on the Nimbus' journey - more to come in Chapter 3! Looking fwd to watching 4858's continued success in Takeda's capable hands lifescivc.com/2022/12/takeda

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Thrilled to announce this deal with

@TakedaPharma

which will accelerate development of

allosteric TYK2 program for patients! An enormous thank you to all of the people and organizations that have helped get us to this inflection point!

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Today @TakedaPharma and Nimbus announced a definitive agreement under which Takeda will acquire Nimbus’ highly selective, allosteric TYK2 inhibitor: bit.ly/3VUPM4C

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Just to let biotwitter know, we are matching $BMY 's disclosure of their Ph3 deucra TYK2 data with our Ph2b results: PR success, data at a conference. See here for reference: news.bms.com/news/corporate

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Endpoints News

@endpts

Nimbus Therapeutics scores a Phase IIb win, bringing it one step closer to challenging Bristol Myers in TYK2. endpts.com/phiib-win-puts

We are big believers of “scientific data need to be shared in a scientific forum”. So that’s what we’ll be doing.

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Madeleine Armstrong

@ByMadeleineA

Nimbus says the ph2 study of its Tyk2 inhibitor in psoriasis met its primary endpoint, Pasi-75, without giving details. Nimbus prev said it wanted to better $BMY Sotyktu (Pasi-75 53-58%), with a "similar safety profile" evaluate.com/vantage/articl

Years of work have gone into the design of our exquisitely selective allosteric TYK2 inhibitor, which completed a Ph2B study in over 250 patients w moderate to severe psoriasis. The data are quite encouraging; all endpoints met, & will be shared at a scientific conference in ‘23

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We are thrilled to announce positive topline results from a Phase 2b trial evaluating our highly selective, allosteric TYK2 inhibitor NDI-034858 in patients with moderate-to-severe plaque psoriasis. bit.ly/3XHaEh7

Small molecule drugs that go generic enable all of society to access innovation very affordably. Disincentives to new small molecule drug development in the US’s recent IRA legislation must be rectified to ensure society has a regular flow of easy-genericizing medicines.

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Peter Neumann

@PeterNeumann11

Nov 29, 2022

Important new paper from @TuftsCEVR's @Jcohen1964: When to account for generic pricing in cost-effectiveness analyses and how it can influence estimates. tinyurl.com/4pvvw5rw @NPLB_org @ISPORJournals @PeterKolchinsky @UW_Pharmacy @SchaefferCenter @healtheconomics @socmdm

This is a really important paper. Every CEO of a small molecule biotech company should see this as a celebration of their work… and a too-late defense against the IRA’s 9y price setting. More attention needed to “generalized cost-effectiveness analysis”

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Signed up. I suggest #biotwitter do the same. #biotech #MedTwitter too

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Peter Kolchinsky

@PeterKolchinsky

Nov 26, 2022

NPLB’s leveling up its systematic effort to solve healthcare affordability while preserving innovation (it’s not one or the other). We’re inviting all stakeholders (patients, physicians, researchers, CEOs, biotech employees, investors) to join us as FIRST RESPONDERS… 1/5 twitter.com/NPLB_org/statu…

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This is my learning threads. I am planning to add many more and replace some of the older ones.

OMG, this returned my Twitter feed to “the way it used to be”!?! 🤯 yay!! 😃

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Ingo Hartung

@HartungIngo

Nov 24, 2022

Lots of #ScienceTwitter users are complaining that their feed is full of stuff they don’t want to see. You need to click on the star in the upper right corner & „Switch to latest Tweets“. Then your feed will be normal again with the stuff you want to see! #AvoidHome

Must read for all biotech CEOs and boards. Spread the word please.

@IAmBiotech

@phastings14

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No Patient Left Behind

@NPLB_org

Nov 21, 2022

NPLB collected testimonials about the Inflation Reduction Act’s nine-year price restraints on small molecule drugs. TLDR? Biotech innovators agree: Congress must mitigate the impacts of the IRA. We think it’s worth the read: nopatientleftbehind.docsend.com/view/jeht83s4q

Nov 24, 2022

My personal testimonial is included here and on behalf of

, along with dozens from other small molecule companies; take a read in a spare minute this holiday break. Congress can fix the small molecule penalty easily, in a budget neutral manner.

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No Patient Left Behind

Here's the slide that took me 6 months to make. The six classes of molecular interactions for drug design. Clearly H-bonds are the first thing to master as a drug designer followed by pi-pi and sigma-sigma interactions.

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Nov 22, 2022

KSA 2 - ARG 1 #FIFAWorldCup Saudis shocking the world. Disappointing to hear the boos on Messi though…

Nov 21, 2022

The perfect program to highlight just as we head into US Thanksgiving week… 🦃🍗🍨

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