fgimenez

8 ms·

1.
by fgimenez 2mo ago
[Note that I work in this field and have co-founded a CNS AAV company] This isn't the correct takeaway. AAV are one of the most complex drug modalities and carry considerable risk when used incorrectly. This story is tragic and violate
2.
by fgimenez 10mo ago
They have a lot of anecdotal, observational, and emerging RCT evidence on their effects on substance consumption and abuse. The biggest effect and best tested is on alcohol use disorder. Mechanistically we don't know if it's throu
3.
by fgimenez 1y ago
Basic research creates foundation knowledge that can drive medical innovation, but rarely does academic research create final composition of matter. Private funded work is all the non-research components of drug discovery - optimization of
4.
by fgimenez 2y ago
First-gen GLP-1 goes off patent in 2031 (e.g. semaglutide). Seems far off, but is frighteningly close for Novo. Tirzepatide gets genericized in 2039 and has better efficacy, which is why Lilly is in such a strong position right now. There i
5.
by fgimenez 3y ago
Yes absolutely. Even if you have already been exposed, the vaccine has been shown to prevent manifestations and/or recurrence of HPV-induced pathologies. It's not necessarily in standard of care, but the literature is pretty overw
6.
by fgimenez 4y ago
My pithy observation - Early stage investors are fantastic at extrapolating from minimal data points. Late stage investors are fantastic at extrapolating from many noisy data points. They screw up because the methods for each of their extra
7.
by fgimenez 4y ago
> I wouldn’t be surprised if companies threw billions of dollars worth of research to make it happen Well you are correct. Altos labs ( https://altoslabs.com/ ) is basically every "who's who" in science doin
8.
by fgimenez 5y ago
Go through a staffing agency. They will manage background checks and can introduce you to many people across a variety of skill sets.
9.
by fgimenez 5y ago
I am VC. I invest in hard tech. That said, opinions are my own. Unless you come in with a strong background reputation or intro from the top 1% of our network, I would probably not read a document that takes 30min. I cannot imagine many peo
10.
by fgimenez 6y ago
I cannot comment on a full macro basis, but it is definitely true that being listed on an index such as S&P 500 will spike the market cap. TSLA was a recent example here. Matt Levine has an interesting piece on this (as usual) regarding
11.
by fgimenez 6y ago
I chatted with an affiliate of the counterparty to the bet here - a couple years before the bet ended but clearly when they were gonna lose. They did say two interesting things I'll relay here without necessarily agreeing: 1. Their maj
12.
by fgimenez 6y ago
My experience has been to say "yes" to everything in early career when you are not in demand. Then slowly transition to saying "no" as your career develops. The transition point from "yes" to "no" is
13.
by fgimenez 6y ago
This is such a cool idea. The gap between the "aha" moment of a programming challenge and the implementation is high for me since I don't get to code very much anymore. Can't wait to check it out!
14.
California, Love It and Leave It(wsj.com)
30 points by fgimenez 6y ago|34 comments
15.
by fgimenez 6y ago
Really depends on the type of cold email. If an investment banker cold emails me with a “hot deal” I delete immediately. If a founder sends me a template email in a space I clearly dont invest, I delete. If a dev sends me an email with inte
16.
by fgimenez 6y ago
I’m a VC, so this take is biased. Liberally apply grains of salt. If you are looking to start a VC-scale startup, I’d suggest talking to VCs who can help introduce you to domain experts. There are a few reasons this is beneficial: - You get
17.
by fgimenez 6y ago
I have met one person who did it. Even then they were a certifiable genius, still had to jump through an enormous amount of bureaucracy with an enormous amount of sponsorship from many faculty whos grant funding was directly tied to this pe
18.
by fgimenez 6y ago
- Norvig's AI: Doesn't have much deep learning, but you get through it and understand the expansiveness of the field. - Algorithms - Papadimitrou and Vazirani: I had a professor who described this as a poetry book about algorithms
19.
by fgimenez 9y ago
They are a phenomenally cool drug delivery vehicle as you can get differential uptake based on their surface markers. Check this out: https://www.sciencedirect.com/science/article/pii/S221138351... Happy to g
20.
by fgimenez 9y ago
Yes, you could frame the Voyager treatment as "better levodopa". Though, the mechanism would feasibly mitigate neuro-degeneration and improve the terrible dose escalation of the drug. Also correct about general delivery difficulti
21.
by fgimenez 9y ago
I sincerely think we are in the gene therapy renaissance. Delivery has always been an issue, but there are new tricks coming out with regard to cell-specific targeting. We can piggy back off the work done for RNA-based therapeutics (mRNA, A
22.
by fgimenez 9y ago
Most biotechs don't have any revenue when they go public. They are traded on scientific progress through clinical trials. The idea being that if they do get through a phase 3, they are immediately valuable since they have a monopoly on
23.
by fgimenez 9y ago
Incredible. Also, getting treated by Steve Rosenberg is so awesome. Your results are literally the reason he'll get the Nobel prize within 10 years.
24.
by fgimenez 9y ago
While robots are a stretch, there are a ton of companies taking blood samples and sequencing DNA floating around. Karius does exactly what you mentioned by sequencing and searching for bacterial/viral dna in your blood. Guardant and Gr
25.
by fgimenez 9y ago
I fund people like this a lot. They're always hiring developers for the bioinformatics parts of their products
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by fgimenez 9y ago
I like to borrow from the decision theory field. There are massive frameworks around the "value of information" or "value of clairvoyance"[1]. The best summation of their framework is "Make a decision when the proba
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by fgimenez 10y ago
Check out Lyn Dupre's "Bugs in Writing." She was the department editor for Stanfords Biomedical Informatics program for several years and synthesized her work into that book. It's required reading for incoming students.
28.
by fgimenez 10y ago
I have seen a lot of startups coming out to "re-invent the clinic" essentially by re-inventing DPC. They generally focus on on a wealthy clientelle with the (tesla-like) promise of moving down market. They aren't small concie
29.
by fgimenez 10y ago
Thanks for this cool writeup. My undergrad probability professor had us prove the CLT using cumulants, but I never kept the notes and had trouble finding the same proof later in life. Do you know of any reference that goes in depth about cu
30.
by fgimenez 10y ago
Catenus Science | San Francisco | Full-time | On-site What: Summer Data Science Fellowship Program: The Catenus Science Apprenticeship Program identifies top data scientists who will raise the bar when hired at a startup. To help meet this

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