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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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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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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Reimagining Chronic Care: A Conversation with Ritish Patnaik of Curve Biosciences

Dr. Themasap Khan, co-founder and partner, sat down with Ritish Patnaik, CEO and co-founder of Curve Biosciences, to discuss his career, the journey to co-founding Curve, the company’s transformative impact, and what’s next. Beyond delving into Curve’s groundbreaking science, Ritish shares leadership insights and advice for navigating the world of biotech, explaining how his life experience pushed him to biotech.

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The New Era of Multi-OMICs Therapy: A Conversation with Cheng Zhang

Dr. Jamie Kasuboski sits down with Character Biosciences' co-founder and CEO, Cheng Zhang about his career, the journey to co-founding Character Bio and the company’s transformative impact. Cheng also shares leadership insights and advice for navigating the world of biotech.

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Inside the Golden Age of Biotech: A Conversation with Hans Bishop of Altos Labs

In this episode, we’re joined by Hans Bishop, President, Founder, and Board Co-Chair of Altos Labs. Hans previously served as the CEO of GRAIL and is a seasoned biotech executive and entrepreneur, known for his leadership and innovation in the healthcare industry. Hans continues to be an influential figure in the biotech industry and gives his perspective on some of the future innovations in healthcare and longevity.

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Exploring the Repeatome: A Conversation with Dr. Rosana Kapeller of Rome Therapeutics

Dr. Kapeller speaks with Dr. Themasap Khan, PhD and Luma Group Co-Founder, about her path to the biotech industry and leading the development of new approaches to treating serious diseases to unlock the power of the ‘dark genome.’

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