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👋 Hey, let’s get into it. Zuckerberg-backed Biohub just added some expensive lab partners. Google DeepMind, Isomorphic Labs, and Meta are committing $300 million to its Virtual Biology Initiative, while the Department of Energy plans more than $500 million in supporting research over five years.

The goal: measure how cells respond to different conditions and interventions, then train AI models that could predict cellular behavior and guide drug discovery.

Zuckerberg spent years figuring out what makes people click. Now comes the harder question: what makes their cells tick?

📰 Headliners

📉 ArriVent’s Lung Cancer Trial Miss Sends Shares Down 57%
ArriVent’s firmonertinib missed the primary endpoint in Phase 3 FURVENT, testing first-line treatment of advanced non-small cell lung cancer with EGFR exon 20 insertion mutations. In the 398-person study, independently reviewed median progression-free survival, or time until cancer worsens or a patient dies, was 11 months at 240 mg versus 9.5 months with chemotherapy. That difference wasn’t statistically significant, despite a higher tumor response rate. Shares fell approximately 57% in early trading Tuesday. ArriVent is evaluating its development path, leaving its hoped-for oral, chemotherapy-free option facing a much harder road.

🦌 Caribou Halts Both CAR-T Programs and Plans Substantial Layoffs
Caribou is discontinuing vispa-cel and CB-011, its donor-derived CAR-T programs for lymphoma and multiple myeloma, while exploring strategic alternatives and planning substantial workforce reductions. These therapies aim to provide an off-the-shelf option instead of manufacturing treatment from each patient’s cells. Management says it couldn’t secure the financing needed to advance them, even with FDA alignment on a pivotal vispa-cel trial design. The company reported $113.8 million in cash and securities as of June 30. Caribou had a path to a pivotal trial, but couldn’t find the funding to take it.

🏭 BD Pledges $19B in U.S. Spending, Including $3B for Manufacturing
BD’s $19 billion U.S. commitment comes with an important line item: $3 billion is earmarked for manufacturing expansion. The multiyear total also includes operational and supply-chain spending, rather than $19 billion in new factories. Its government agreement links domestic production goals to conditional relief from future tariffs, with the scope and timing still unresolved. BD targets roughly 5 billion additional medical consumables annually. The reshoring push now reaches the needles and other supplies healthcare runs on. Even a $19 billion headline deserves a look at the itemized receipt.

🎯 AbbVie and Genmab’s Epkinly Combo Cuts Lymphoma Progression-or-Death Risk by 51%
AbbVie and Genmab’s Epkinly could be moving closer to the front of the lymphoma treatment line. Adding the T-cell-recruiting antibody to R-CHOP, a longstanding chemoimmunotherapy regimen, reduced the relative risk of progression or death by 51% in the primary higher-risk population with newly diagnosed diffuse large B-cell lymphoma. The Phase 3 EPCORE DLBCL-2 interim result prompted a recommendation to unblind the study. The partners plan regulatory discussions, while the combination remains investigational in this setting. Moving into initial treatment could substantially expand Epkinly’s role, but detailed safety and absolute outcomes will help define that opportunity.

⚡️ Quick Hits

💰 Forbion Raises $2.6B Across Two Biotech Funds
Forbion raised approximately $2.6 billion across two funds, creating capacity to back roughly 30 biotech companies, primarily in Europe and North America.

🌎 WHO Issues First Childhood Obesity Guidelines
WHO prioritizes structured nutrition, activity, and behavioral care, with medicines considered for adolescents when supervised lifestyle treatment falls short.

🏢 AstraZeneca Opens Kendall Square R&D Center
AstraZeneca opened its 570,000-square-foot Cambridge research center, part of more than $1 billion in Massachusetts investment, with further workforce growth planned over coming years.

🤖 UK Backs 44 Healthcare AI Recommendations
The UK accepted all 44 recommendations from its healthcare AI commission and opened AI Airlock applications, emphasizing oversight throughout an AI device’s life.

💉 Cabenuva Beats Daily Pills in Trial of Unsuppressed HIV
ViiV’s Phase 3b CROWN trial found superior six-month viral suppression with long-acting Cabenuva versus daily pills; use in people starting with unsuppressed HIV remains investigational.

🛑 Halozyme Injunction Blocks Subcutaneous Keytruda in Eight European Markets
The Dutch court ruling concerns Halozyme’s drug-delivery patent. Merck disputes the decision, while intravenous Keytruda remains available and is unaffected by the injunction.

🌏 TCGX Closes $600M Asia Biotech Fund
TCGX closed a $600 million fund for Asia-based biotech companies across development stages and is establishing offices in Shanghai and Hong Kong.

💊 Cerevance’s Parkinson’s Pill Cuts Daily OFF Time by 37 Minutes
Cerevance’s investigational solengepras reduced daily OFF time, when Parkinson’s symptom control wears off, by about 37 minutes versus placebo in Phase 3 ARISE.

🧐 Deep Dive

✍️ Utah Gives AI a Prescription Pad

What if I told you your next prescription could come from AI? Somewhere, a medical student just looked at their tuition bill and took a very deep breath. Don’t fret…yet. For now, Utah is testing the idea with topical acne medicines and physician oversight. So there’s still hope of paying off that tuition before AI starts applying for your job.

The pilot involves Nolla Health’s software and Utah adults with mild-to-moderate acne. Patients complete an intake, identity checks, consent, and facial imaging through Nolla Derm. The service starts at $4.99 monthly, with medication costs separate. Oral medicines, isotretinoin, and severe acne are outside its scope; pregnancy and other specified risk factors stop the automated process.

The first stage requires two independent Utah-licensed physicians to review every prescription before submission, for at least four weeks and 100 patients. A subsequent stage permits direct submission with retrospective review of every case at least weekly. Only a later stage allows monthly sampling covering at least 10% of enrollment volume, plus full review of adverse-event and escalation cases.

Each transition requires written state approval, patient and time thresholds, and safety criteria including at least 95% agreement between AI and physician treatment recommendations. Utah’s agreement grants limited relief under specific state rules and doesn’t establish FDA authorization. Pharmacists are informed when a prescription comes from AI.

If the pilot demonstrates reliable decisions and patient outcomes, it could help build a case for similar systems handling other routine prescriptions. Expanding beyond acne would require evidence and regulatory permission appropriate to each condition and medicine.

For now, acne is the opening assignment. A broader prescribing role would take considerably more than a software update.

🔢 Key Figure

$1 Billion

This is the approximate gross financing Vaxcyte priced after its successful VAX-31 readout. It breaks down to about $500 million in shares and pre-funded warrants, plus $500 million in convertible debt. Closing is expected October 9. The proceeds would support vaccine development, manufacturing, and potential launch preparations.

🌎 Community Vibes

Here’s what biotech Redditors are talking about:

😒 Your Best Scientist Isn’t Automatically Your Best Manager
A biotech Redditor complained about capable scientists stuck under ineffective managers. Commenters pointed out another problem: great scientists can become bad managers when promotions reward bench performance without testing people skills. Several argued for better-paid technical career paths so researchers can advance without inheriting a team. Being excellent at experiments and excellent at managing people are different qualifications. “Congratulations on being great at science. Your reward is doing less of it” probably shouldn’t be the promotion pitch.

🏢 From the Lab Bench to the Office Politics Department
One Redditor moved from bench and manufacturing work into an office-based QA role and found a new specialty: monitoring coworkers’ lunch breaks. They described gossip, schedule complaints, and frequent HR involvement. Many commenters pushed back on the idea that every office works this way, some had much healthier teams. Apparently, leaving the bench doesn’t guarantee leaving the drama. All the startup biotech readers are like…wait, you guys have HR?

🧬 BioBits

🏅 Kagan and Soai Win Chemistry Nobel for Molecular Handedness
Henri B. Kagan and Kenso Soai won for explaining how chemical reactions amplify molecular handedness, helping researchers control mirror-image forms important to drug synthesis.

🧬 WhiteLab Raises $26M for AI-Designed Genomic Medicines
WhiteLab Genomics raised a $26 million Series B to advance experimental validation of AI-designed delivery systems and genetic payloads for new genomic medicines.

🧫 Bacteria Use Collisions to Navigate Crowded Spaces
Pseudomonas aeruginosa senses collisions and reverses direction, helping cells navigate crowded experimental environments. Bacterial traffic management apparently starts with bump, reverse, repeat. Which is basically how I parallel park.

🧪 Peptide Disrupts Pain Signaling in Mice
Mimetic Medicines licensed Boston Children’s Hospital technology behind a peptide that reduced pain-like behaviors in mice by disrupting an interaction between pain-signaling proteins.

🚀 Startup Spotlight

🧬 Sensible Secures $47M Package for Cell-Made mRNA
Sensible Biotechnologies is putting living cells to work producing mRNA for medicines. Its platform combines sequence design, screening, and engineered cells to produce mRNA, followed by capture and purification. A $47 million financing package includes an Oxford Science Enterprises-led Series A and up to $20 million in non-dilutive funding from Slovakia and the EU. The money supports platform expansion and progress toward clinical-grade manufacturing. Sensible aims to improve production, purity, and expression by recruiting nature’s original mRNA factories. The cells already know the job, now comes industrializing it.

🗓️ This Day in History

🪼 October 8, 2008: A Jellyfish Protein Wins Chemistry’s Biggest Prize
On this day in 2008, Osamu Shimomura, Martin Chalfie, and Roger Y. Tsien were announced as chemistry Nobel laureates for discovering and developing green fluorescent protein. Shimomura isolated GFP from a jellyfish, Chalfie demonstrated its value as a genetically encoded marker, and Tsien explained and engineered its fluorescence. Under suitable light, fluorescent tags let researchers follow proteins and cells in action. A jellyfish effectively supplied biology with a highlighter.

🤔 Final Thoughts

Thinking back to the scientist-to-manager discussion in Community Vibes, imagine finally getting promoted after years of excellent bench work.

You walk in expecting a raise, a better title, and maybe a newer instrument. Instead, someone hands you six direct reports, twelve recurring meetings, and a dispute over who keeps moving the break-room yogurt.

Congratulations. You’ve gone from troubleshooting experiments to troubleshooting adults.

That’s all for today. See you Tuesday for the next issue. 👋

✍️ Today’s email was brought to you by Josh Martin. Connect with me on LinkedIn.

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