Epoch 28: I&I Drug Development Tracker

Key Catalysts & Emerging Themes

Welcome to the 48 NEW Biotech Innovators who have joined us this month! If you haven’t subscribed, join the 1,924 researchers, investors, operators, academics, clinicians and entrepreneurs by subscribing here:

Hello Avatar! Welcome back for another week of biotech analysis. Today is Sunday, which means this is our Building Biotech newsletter that is focused on discussing biopharma strategy topics. Today we are going to cover the I&I space which has become quite hot over the past 12-18months. We will review key themes attracting capital allocation, and then run through the most popular therapeutic strategies in detail, highlighting a handful of the more promising programs.

If you're not subbed yet click the link below.  Every Thursday we are out with our FREE public/private biotech market update. Sundays are the days we focus on forward looking strategy.  Monday’s are for public equity research.  Please note, we acelerated Monday’s column and published Friday on how Monday (8am) Revolution Medicines will provide an update on RMC-6236 in Pancreatic Ductal Adenocarcinoma (PDAC). Options pricing suggest ~60% volatility!  

Please help spread the work by subscribing and hitting the share button if you are enjoying our bi-weekly newsletters!

Enough shilling for the day, lots to cover this week, let's get started!

Immunology & Inflammation Renaissance

If you are a frequent reader of BowtiedBiotech then you have seen the investment data which shows immunology and inflammation (I&I) undergoing significant surge in capital allocation, driven by advancements in modality development and a growing mechanistic understanding of various autoimmune and inflammatory diseases. Today we will dive into the key aspects underlying the I&I renaissance, highlighting active drug programs, emerging trends, and notable themes shaping the future of I&I research.