Stefan Scherer, CEO, 3T Biosciences | JPM 2026
Many biotechs are trying to perfect T cell targeting - but how many have the backing of Sean Parker and Thiel Capital?
Many biotechs are trying to perfect T cell targeting - but how many have the backing of Sean Parker and Thiel Capital?
1 in 5 patients hospitalized with COPD are readmitted within 30 days of discharge - costing the US over $15 billion. But why?
Epigenetic silencing is emerging as one of biotech’s boldest bets, and nChroma Bio is racing to prove it in the clinic. ‘Functional cures have been elusive, but epigenetic silencers are uniquely suited to the biological challenge for hepatitis B patients,’ Jeff Walsh says.
Biology’s data problem isn’t scarcity, it’s structure. Genomenon is addressing it by converting millions of scientific papers into usable genomic intelligence. “If Google had gone to school to get a PhD in molecular biology, that's what Mastermind is,” says CEO Mike Klein.
BillionToOne’s CEO, Dr. Oguzhan Atay, argues that “we are approaching biological problems from physics-based principles,” a mindset driving the company’s rapid growth, long-term focus, and pursuit of ultra-sensitive cancer and prenatal testing.
As regulators, pharma, and researchers search for more predictive tools, Emulate, Inc’s CEO, Jim Corbett, argues that Organ-on-a-Chip technology is still early. “If this were a nine-inning baseball game, we’re in the first inning - but the direction is very clear.”
The winter batch of FDA approvals featured therapies that compress intervention into fewer doses, fewer visits, and fewer points of failure.
“We’re really on the precipice of moving the company into that next stage of maturity,” Dr. Mike Exton
Driven by the precision of viral biology, 4D Molecular Therapeutics is redefining gene therapy’s reach - scaling a once ultra-rare field into broad, sustainable markets.
Mitochondrial disease and mutant leukemias signal where specialty pharma is placing its biggest bets.
“Over the past year, we have made tremendous progress…” Rick Modi says, as Affinia Therapeutics pushes its BAG3-DCM program toward first-in-human testing, aiming to prove that next-generation capsids can restore heart function at dramatically lower doses.
Capital is available, but only for companies with clean data, clear differentiation, and a believable commercial path.
A fully funded pharma study plus multiple R&D collaborations signals rising strategic pull.
Cema-cel is already in the pivotal Phase 2 ALPHA3 frontline lymphoma trial, with manufacturing capacity sized for tens of thousands of annual doses (up to ~60,000 across products).