Eric Dai
@EricDai_BioE
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loading.... || bio x tech || per vita ad astra
San Francisco, CA
Joined April 2009
RT @mkoeris: 😱 Who’s paying that licensing revenue? Biopharma is. This is a lagging indicator of extreme investment and progress in biosci…
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RT @srikosuri: It’s been a tough few weeks. My 10yo daughter was diagnosed with a very rare, aggressive cancer called interdigitating dendr…
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RT @packyM: My thesis is straightforward: There will be a SpaceX and Anduril in every big category led by sclerotic incumbents. These Ve…
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One of the best to do it!! Congrats @SimonDBarnett and @_DimensionCap
I've stepped into a new role as a Partner and the Head of Research at @_DimensionCap. The past 18 months have been the most intense and fulfilling of my career. I'm incredibly proud of what this team has achieved in such a short period. Our best work is still ahead of us.
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RT @mignano: I wrote about how AI is breaking the business model that funded the internet, and why the open web will never be the same. htt…
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RT @dylan522p: Nvidia will be a robotics company at the end of the day, not just semiconductor. Few understand the moves they are doing at…
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RT @simocristea: Cancer statistics in 2025 🇺🇸- new report 🚨 Cancer is becoming a new disease. We're seeing a fundamental shift in who get…
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RT @BiopharmIQ: 🧬 Biopharma 𝕏 Weekly Recap 📝 Interesting posts/ppl to check out! 👀 👇 @Andre_AGTC JPM25 absence hints at possible M&A blac…
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"Most important, however, is the third avenue to meaning in life: even the helpless victim of a hopeless situation, facing a fate he cannot change, may rise above himself, may grow beyond himself, and by so doing change himself. He may turn a personal tragedy into a triumph." -- Viktor E. Frankl
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RT @LifeSciVC: A dominant trend in the biotech markets since 2021 has been the inverse correlation with interest rates. Higher rate expecta…
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RT @timmermanreport: China Biotech's Rise Has Been Remarkable. Here's How the US Can Continue to Lead. By @davidycli
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RT @AGoulburn: 🧑🔬 Regenerative medicine has come a long way since I was (erroneously) pipetting in a lab! 🧑🔬 Couldn't be more excited fo…
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For US biotech to maintain a lead, we need to find a edge more similar to the Teslas and Apples of the world versus the Fords and GMs. The winners above might be broadly characterized by their vertically integrated product design and proprietary technological innovations. Notably, most of Tesla’s and Apple’s products are manufactured in China… it’s extremely tough to win on unit economics and scale of production against a force totally aligned in owning these metrics. The challenge with biotech is that scale and efficiency may dominate every other parameter. Drug quality is more speculative than deterministic until you get clinical results. From that perspective a system built for efficient production of a high volume of clinical candidates will increasingly gain privileged access to first-in-class and/or best-in-class composition of matter. If drug development is more ann empirical process and less an engineering and design process, it is economies of scale which wins. Would love to hear the counter positioning to this (please see thoughtful take from @ron_alfa)
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RT @dr_alphalyrae: JPM Healthcare is in a week. Although this is an investment conference, it’s also the highest number of biotech events p…
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