Evidence-driven updates across biotech and AI

Articles, whitepapers and podcasts from our team and advisors.

Whitepapers

God Bless the Private Sector: How Private Funding is Bridging the Gap

Publicly funded basic research has long served as the foundation for breakthroughs. Yet proposed federal cuts, including reductions to the NSF and NIH, now threaten the early-stage research that the private sector traditionally does not fund. These changes have already stalled projects, eliminated jobs, and raised concerns about broader delays in scientific progress. At the same time, the United States faces intensifying competition with China, whose sustained investment in early-stage biotech has accelerated its global share of drug development. Although the US retains leadership in total R&D value, the trend signals growing vulnerability, one seemingly at odds with the administration’s broader “America First” agenda. The launch of the Genesis Mission, with its emphasis on AI-enabled science and biotechnology as a domain of national importance, hints at a potential restructuring rather than an abandonment of federal scientific priorities. In this environment, the private sector has emerged as an essential stabilizing force. As public funding recedes, venture capital and philanthropy must intervene earlier in the research lifecycle. This shift can bring rigorous private-sector diligence to basic science, likely focusing resources on fewer projects but with greater efficiency. To handle this complexity, biology-specific AI tools will shift from optional luxuries to indispensable necessities. Ultimately, this disruption offers a chance to modernize our infrastructure: building a resilient ecosystem capable of expanding, not just restoring, American scientific progress.

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Whitepapers

Drug Development: The Alchemy of Hope

The journey from an idea to a commercialized medicine is, at its core, a human story.

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Podcasts
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Delivering on the Promise of Precision Medicine: A Conversation with Dr. Allison Hulme of Aeovian Pharmaceuticals

Dr. Themasap Khan sits down with Aeovian Pharmaceuticals' President and CEO, Dr. Allison Hulme to discuss how she found herself in the pharma space, what's ahead for Aeovian, and why the work they are doing is so important for a population with an incredibly high unmet need.

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Whitepapers

From Blunt Sedation to Precise Disease Control: Insights into Anti-Seizure Medications

Living with epilepsy can feel like walking in a minefield: patients often feel like they need to tiptoe through their lives, fearful that any misstep or obscure catalyst can trigger a (potentially deadly) seizure. In the non-epileptic brain, neuron ensembles operate with one another in precise and synchronized coordination, giving rise to normal cognition, perception, and movement. In many epilepsy cases, patients develop seizures after an injury or other insult (e.g., traumatic brain injury, stroke, tumors, etc.) induces a structural malformation in the brain, serving as the source of abnormal discharges between neurons that manifest as seizures. In other cases, mutations in a variety of genes can disrupt the normal balance between excitation and inhibition within neurons, representing direct genetic causes of epilepsy.

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Podcasts
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AI, LABI, and How we Invest: A Conversation with Neel Madhukar, PhD and Themasap Khan, PhD

Neel Madhukar, PhD, Chief Technology Officer of Luma Group’s proprietary AI model, LABI, discusses the genesis of the program and how it impacts day-to-day processes at Luma Group. Neel and Themasap discuss what we are building at Luma Group to change the game for biotech investing.

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Articles

Delivering on the Promise of Precision Medicine: Our Investment in Aeovian Pharmaceuticals

The promise of precision medicine has been to deliver safer, more effective treatments by tailoring them to the unique biology of disease. Historically, most treatments have only provided patients with symptomatic relief and rarely corrected the underlying disease biology, leaving them inadequately addressed. In 2003, the mapping of the human genome gave scientists a foundation to understand the link between genetic mutations and disease. Researchers have since continued to map other advanced “omics” such as proteomics and metabolomics. These high-resolution biological maps provide the tools to understand biology in finer resolution and to identify which genes and pathways result in disease. These mapping techniques allow researchers to develop drugs directly targeted to treat diseases and, in some cases, correct the underlying disease pathways.

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Whitepapers

God Bless the Private Sector: How Private Funding is Bridging the Gap

Publicly funded basic research has long served as the foundation for breakthroughs. Yet proposed federal cuts, including reductions to the NSF and NIH, now threaten the early-stage research that the private sector traditionally does not fund. These changes have already stalled projects, eliminated jobs, and raised concerns about broader delays in scientific progress. At the same time, the United States faces intensifying competition with China, whose sustained investment in early-stage biotech has accelerated its global share of drug development. Although the US retains leadership in total R&D value, the trend signals growing vulnerability, one seemingly at odds with the administration’s broader “America First” agenda. The launch of the Genesis Mission, with its emphasis on AI-enabled science and biotechnology as a domain of national importance, hints at a potential restructuring rather than an abandonment of federal scientific priorities. In this environment, the private sector has emerged as an essential stabilizing force. As public funding recedes, venture capital and philanthropy must intervene earlier in the research lifecycle. This shift can bring rigorous private-sector diligence to basic science, likely focusing resources on fewer projects but with greater efficiency. To handle this complexity, biology-specific AI tools will shift from optional luxuries to indispensable necessities. Ultimately, this disruption offers a chance to modernize our infrastructure: building a resilient ecosystem capable of expanding, not just restoring, American scientific progress.

See More