Dr. Shelby
@shelbynewsad
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Imbibing life and science in equal parts. Investor @compoundVC | Writing | Cambridge PhD @plantsci | @OhioState Biochem
NYC
Joined October 2014
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Pinned Tweet
The priors of AI in bio are being updated as we speak 💻🧬
Unlike general AI, bio has additional atom-level complexity for experimentation, scale, and entrenched incumbents which you need to get on board for short-term cash flow and vicarious brand validation. Although we do see
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Looking for super early-stage bio companies but don’t know where to start? I’ve compiled a preliminary list of 120+ labs that are starting a company or are in the process of starting a company ->
👩🔬⚗️💊
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Hiring a part-time researcher in bio and health 🧬
Specifically interested in folks with deep experience in therapeutic platforms.
Details below and DM's open 🚀
Send applications to shelby
@compound
.vc
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The cost to sequence the human genome might be $1 in 2027 👩🔬
No one seems to speak like we’re still in the exponential phase of dropping sequencing costs but if we are, the healthcare data dynamics are set to change immensely.
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In 2030, there will be the equivalent of 20 Ginkgo Bioworks. The forms will differ but the current trends show us the opportunity for enabling platforms in synthetic biology + the increasing power of data flywheels around related species. 🪴
Read more 👇
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TIL that 30% of cancer patients in the US have their tumor DNA sequenced.
This is a very big deal for precision medicine.
Imagine a world where this level of detail is present for all patients, for each disease 🌍
Excited for this future 🧬
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The thing I dislike most about biotech is the incumbency and pedigree dynamics which gate keep funding and innovation to people with PhDs and MDs.
This is especially true in the age where we have AI tools to summarize papers and even sub-fields, I think the need for 'formal'
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AI in drug discovery is going through a 'recalibration phase' 🧪
I talk about the current criticisms and why they're temporary 🚀
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The more time I spend in drug discovery the more I’m frustrated (and fascinated) by the perverse inventive structure that stifles innovation
Long feedback cycles > leads to work on already established targets > and established modalities because you get one, maybe two, shots on
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I think the field needs to be honest about DNA synthesis. We’re sadly not close to affordable synthetic genomes and most tech is just a slight improvement either on the established chemical or enzymatic synth.
Btw - only 1000 bp fragments have been formed with enzymatic
DNA writing technologies moving toward synthetic genomes
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Making a list of all the bio-related FROs/new funding models for science
@Align_Bio
@Convergent_FROs
@FutureHouseSF
@ArcadiaScience
@arcinstitute
@ARIA_research
@rootsofprogress
@AsteraInstitute
What am I missing?
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I can’t save your life, but you can call me Dr 🎓
Had a great graduation with friends + family recently. 5 years of lab toil, fun, and living in the UK 🇬🇧
I’m now 1 year into a PhD in early-stage investing
@CompoundVC
with many more to go 🤓
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Thrilled to organize the first BIO-HANGOUTS NYC!!! 🚀🚀🚀
This is a casual meet-up for bio investors, operators, and students.
Mark your calendars for August 25th from 7-9 PM (and RSVP to shelby
@compound
.vc for location).
👩🔬⚗️💊
#biohangouts
#biohangoutsnyc
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The advancements of the spatial-omics field bring biology to life 🎋
Gone are the days where we see what's happening through a 2D, picture of a gel, science is coming alive.
In this case, molecular pixelation (MPX) spatially barcodes antibodies' location on PBMC to understand
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If you extrapolate this graph, you get a $1 genome in 2027.
Though there are nuances here in the exact timeline and the decay rate, etc, what's **really** interesting is the breakeven point for DNA sequencing...when our genomes are worth more than they cost to sequence.
This
Biotech is going to have its ChatGPT moment sometime in the next 5 years. Figuring out the human body is quickly being turned into a compute problem AND the expense of that compute is falling faster than Moore's law (chart and text snippet from
@Noahpinion
article yesterday -
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The UK is home to Oxford Nanopore, Solexa sequencing (acq. by Illumina), and one of the top selling drugs of all time, Humira. Are you curious about UK biotech companies but don’t know where to start? Here's a of 80+ labs that have spun out companies -> 🚀
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DNA synthesis is an inescapable lynchpin in a near-future bioeconomy. 🧬
@Nima_Ronaghi
and I discuss where the field is via a technical primer 👇We also catalogue the companies innovating 🤓
Check out what an organic chemist and biochemist have to say.
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A trend I’m *psyched* about is some of the AI in bio talent moving from drug discovery to climate/industrial synbio 🪴
For those interested but not knowing where to start, I’m running a small discussion group this week.
DM’s open ⚡️
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AI in drug discovery has opened up a myriad of questions around platform vs. asset, predictive validity, and patents 💻
I spoke with
@NatureBiotech
recently on patents in this space alongside
@viswacolluru
of
@envedabio
and
@vijaypande
of
@a16z
.
Link below:
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Automation is the lynchpin in the frontiers of bio - from space to the poles 🚀❄️
Read more about this, the tension between DeSci and Biohacking and what this has to do with automation!
Big thanks to
@dr_alphalyrae
for co-writing this piece with me🌱
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One of the most fascinating things about the biohackers movement is that the healthiest and wealthiest are taking on the most clinical risk 🧬
They are in a position both financially and health-wise able to try more interventions and better weather adverse events.
This is
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Exhilarated to announce my position with
@CompoundVC
, working with
@mhdempsey
@nwilliams030
and
@startupman
to help build out the health and bio practice.🪴
The team
@CompoundVC
amazes me with their thoughtfulness and agility - grateful to learn from them! 🚀
🧵for PhD ->VC tips
Feel really grateful today to announce that
@shelbynewsad
has joined the team
@CompoundVC
, helping us continue to back incredible founders and teams in healthcare & bio.
Read more here and say hello!
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The founder-led biotech movement often focuses on people from academia, but there's a lot more to come from the tech giants 🚀
With this post I chronicle the science initiatives of the the tech behemoths and predict why this is just the beginning 💻
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I love drinking GM bacteria 🦠 commodity bio FTW 🙌
…the NYC TechBio scene is pretty neat too
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What are everyone's fave science-driven consumer companies?
-
@Debut_Biotech
-
@olaplex
- K18 hair
- Microbiome Labs
- Future Society from
@arcaea
-
@tryarmra
-
@supergut_
-
@light_bio
-
@ZBioticsCompany
-
@seedhealth
-
@OneSkinTech
-
@LivingProofInc
- Novos skincare
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You know you’ve made it as a bio software when folks are hired to disseminate your use across different companies. Way to go
@benchling
.
What other companies have been elevated to this level in bio?
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If you ingest collagen, it’s broken down in your stomach and doesn’t directly improve skin.
I can’t wait for the day for skincare to be so scientific that ads like these won’t fly.
“I noticed my skin is more even and brighter since I started using SpoiledChild™ Liquid Collagen!”
🥭 Delicious mango flavor
⭐️ Thousands of 5-star reviews
🤗 Risk-Free for 60 Days
😇 Smoother, more lifted skin.
Visit here 👉👉👉:
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Grocery store cashier -> cancer researcher -> neuro researcher -> algae researcher-> venture capitalist
Life is strange but better as you know yourself more and find a niche
Subtweet
You don’t have to have your field of study and expertise all sorted out when you’re a kid.
Learn lifelong. Pick up new skills. Move yourself in a new direction whenever it suits you, and don’t let anyone tell you you’re too old to pick up the new thing.
Life is short.
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AI in bio drawing crowds
@SynBioBeta
. Really impressed by the caliber of conversation and spicy takes:
- focus on temporal data collection for high-impact model training - eg reinforcement learning with experimental feedback
- there won’t be one model to rule them all but
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Craziest idea in a while is that:
1. ML will eventually allow us to decode animal language, and maybe even speak to animals.
2. This realization of sentience and connection will cause a much larger percent of humans to be vegetarian
3. The alt meat sticks at this point will
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Organizing a
@CompoundVC
research day in NYC on Biohacking Health….who are the best biohackers you know?
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Always impressed by the quantum, caliber and ambition of bio talent in Boston 🧬
A small event turned into a full-on gathering today.
More events by co-hosted by
@CompoundVC
and Amulya G. to come.
DM for future event details 🚀
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Had a blast having deeper conversations about the innovations, hype, and histories
@CompoundVC
office last night:
- bio foundation models
- software feature sets and uptake for bio drug discovery and productivity
- the perils of lab automation
Thanks to the co-organizers
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Have been thinking about the end-state of medicine…
At some point, most diseases will be cured both via treatment and prevention.
Logically, enhancing humans comes next, despite how controversial (increased intelligence, strength, stamina, aesthetics, adaptation to
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Have you realized new tech or tinkering with an idea but struggling to find the right people to bring it to life? You're not alone. People are often the biggest limiting factor in pressure-testing ideas and taking action. ⚒
At
@CompoundVC
, we want to help close the feedback
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*Looking for a part-time researcher to join the
@CompoundVC
squad* 🚀
The researcher will be working directly with me on due diligence and on building out new theses ✨More info below 🤓
Send apps to shelby
@compound
.vc
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Matching bio companies to AI models 🤓
AtomicAI ➡️ ARES
Dreamfold➡️ FlowFold
Salesforce ➡️ ProGen
Calico➡️ Enformer
insitro➡️EmbedGEM, DEL-Dock
Recursion➡️ LOWE
Insilico Medicine➡️ PandaOmics, Chemistry42, inClinico
DeepGenomics➡️BigRNA
Instadeep➡️ GPN, Nucleotide Transformer
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The lab automation space is 🔥
What’s come up this year at
#SLAS2023
is the explosion of liquid handlers
Some of these are *pretty* robots -
@SPTLabtech
and
@DispendixGmbH
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What if the US continues funding biomanufacturing like it funded electric vehicles (>$100 bn invested and in commits)?
It could allow for the green production of low margin/high volume good which have historically been the hardest product type for synbio/biomanufacturing.
Biomanufacturing and the bioeconomy ARE the future of manufacturing and the economy. Excited to see this initiative.
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BioHangouts NYC is happening at IndieBio's new office this week 🚀
These are community building events for the NYC bio ecosystem and have only grown in number since their inception last August 🧬
Come join the fun and bring your friends 🤖
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Downstream products capture the value of better, faster, cheaper DNA synthesis 🧬💉
I talk about the cost vs. quality conundrum and market dynamics that show where the value lies. 👇
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Hot take: The DeSci movement will disrupt founder-led biotech. 🧬
In a world where ideas are voted on by collectives and distributed labs replace company-specific ones, individual charisma and magnetism will have less pull and ultimately, less value.
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In vivo detox is one of our many active theses. In a polluted world, more emphasis will be put on remediation, both environmental and human (can see this taking off sooner)!
Related to this, I have an amazing builder with ML/eng background looking for a biologist
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Really excited to moderate this panel at
@SynBioBeta
this week!
We'll be talking about the edge of foundation models in bio.
Specifically we'll discuss:
🚀 scaling laws for AI in bio
🚀 what data type they most want to train their models on
🚀 balancing AI advancements and
Please join Chloe Hsu, Nikhil Haas (BioLM), Alex Rives (Evolutionary Scale), Shelby Newsad (Compound VC), and Sean McClain (Absci), for our AI Tech Leaders Breakfast of Champions next Thursday morning at SynBioBeta in San Jose! RSVP now:
#SynBioBeta2024
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Super excited to talk about the state of synbio with
@johncumbers
and fantastic scientific journalist,
@julemieux1
🧬🧬
Tune in April 19!
What's Hot in
#SyntheticBiology
? Find out in our next GEN Live on April 19!
@johncumbers
of
@SynBioBeta
and
@shelbynewsad
of
@CompoundVC
will discuss synbio’s innovations, challenges, and the upcoming annual
#SynBioBeta
conference. Register now:
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The Myers-Briggs for science 🧫
Turns out, my lab personality is an Engineer!
Check out your personality here -
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Who is treating what diseases become (through evolution) not what they are today?
Was encouraged to see this framing by ARPA-H drug discovery program, ADAPT.
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Since the 1990's we've discovered thousands of disease causing mutations 🧪
Mass amounts of sequencing mean there are 60,000+ significant association signals for complex disease.
When we always look to the future, sometimes we forget how far we've come.
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One of my fave things is explaining science to non-scientists bc it sounds like actual magic 🪄
✅ read your brainwaves to decipher speech
✅mine minerals from the sea instead of land
✅use and OTC product to fix your hangover
✅make plants 🪴 glow in the dark
Most
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You know you���re ready to start a company when you’ve thought about the business as you’ve thought as much about the science 🚀
With most bio companies, the tech take center stage but so should the business (!).
A simple checklist:
- where does value accrual happen for your
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Really excited by all the business model innovation that early-stage bio startups are exploring atm.
Think it's important for them to find credible comparators that have worked out but think this is only in the short term.
In the long-term there will be many more successful
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Immense relief of DALL-E generating the perfect graphics for my blog posts...
'a petri dish that is a portal to another world, digital art'
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Love the bio-inspired themes in sci-fi novel Psalm for the Wild Built 🌳
You’d enjoy reading this book if you are interested in thinking about:
- our Earth post-singularity
- cities built from translucent casein and mycelium masonry
- precarious natures of ecosystem harmony
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One the biggest differences btw tech and bio is the ratio of things that actually work. Most bio companies fail because their drugs don't work in clinic. Most tech companies fail because their platforms don't achieve meaningful network effects (eg works but not enough customers)
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Stories like this are why we need a new bio biosecurity company *now*
Have been doing a lot of work on feature sets, market sizes, and contract sizes possible. Also have been talking to people we think could be great founders.
If you’re working in the biosecurity space in any
The revelations about the secret Chinese bio lab in California are extremely disturbing.
The House must investigate (1) how the international fugitive who ran the lab evaded detection, (2) why the CDC ignored the threat, and (3) what other secret labs China might be operating.
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One of the fun things about working
@CompoundVC
is the eclectic and futuristic books that are shared 📖
Highly recommend
@NaturePortfolio
Collaborations in Design and excited to dig into the Cyber-Feminism Index 🤓
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Kudos to both
@mammothbiosci
and
@Regeneron
on this deal! 🧬🧬
On the surface this collab is a great fit because the compact nuclease made by mammoth is combined with Regeneron’s antibody-targeting AAV.
However I think this is the first of *many collabs by Regeneron as they’ve
🎉Thrilled to announce our collaboration with Regeneron with a 100MM upfront! We believe that collaborating with Regeneron is a critical step toward maximizing the impact of our technology
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The software for bio company that no one talks about is Veeva $VEEV
- $2B profits last year
- $31B market cap
- 13% revenue increase YoY
Granted, Veeva was founded 2007 as compared to Benching (founded in 2012).
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Molecular and cell factory companies are changing how we eat, dress, bathe, build, cure disease, and decorate. I've compiled a list of 𝟕𝟓. Find out what they're working on and against in the article below.
🚀
Thanks to
@velvetatom
for your help!
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June Lindsey uncovered the structures of adenine and guanine - 2/4 bases of DNA! 🧬
This was MASSIVE knowledge and Watson and Crick couldn’t have proposed the structure of DNA without it 🧬
People often talk about Rosalind Franklin’s contribution .. 1/3
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Really like this take where techbio should innovate on its *business model* and *structure*
If what you're building is so revolutionary, why do you have to stick to the same use-cases and pathways of commercialization?
There is an element of stacking risk, but if you're
Such much digital ink spilt on the differences between tradbio and techbio.
At the end of the day, they're both in violent agreement about a B2B2C business model.
If techbio really wanted to be different, they would go direct-to-patient and stop blabbing about atoms vs bits.
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The burden of proof is on the clinical AI in drug discovery companies to show that they have higher success rates.
There are some claims this company type got to clinic faster but ultimately it doesn’t matter if the trials don’t work.
The next stage of this is AI in drug
Jensen Huang’s comments from JPM24 are now summarized in a Nvidia blog post. He doubles down on exactly the kinds of things that I’ve been cautioning are wildly optimistic. More below. 👇🏽 1/
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Getting some scents of extinct flowers for the holidays….will provide reviews 🦣
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Can’t wait for this 🧬🧬
If you’re in NYC and interested in techbio do come along!
Join us for the next
@bitsinbio
event on product across biotech and software.
Excited to hear from product leaders working at startups that are at the frontier of this intersection. Panelists include:
-Vinnay Subbiah, Director of product
@benevolent_ai
-Karl Leswing, ED of
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You know you’re a nerd when your friends get you DNA-inspired earrings 🧬
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The high net worth founders which could self-fund show that people from outside of trad biotech can build amazing bio is possible eg Tempus and United Therapeutics. However many founders without high net worth are gate kept before this point.
- Martine Rothblatt - founder and
@shelbynewsad
Need to see some clear successes from that group for this to be accepted broadly. Any examples? Btw, I agree with you completely, just saying people pattern match, so they need to see some examples before dynamics change
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Humble biohacking beginnings:
- killing my aged cells with peptides
@OneSkinTech
🧓
- strengthening my hair structure with peptides a la k18 💈
- smelling like an extinct flower 🌸 with
@arcaeabeauty
- cellular energy with NMN ⚡️
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Favorite AI in bio companies
Favorite foundational layer companies -
- Evolutionary Scale....don't have much visibility but like that they have the vision and capital for general biological intelligence (GBI)
-
@noetik_ai
massive, multimodal data generation for foundation model
The priors of AI in bio are being updated as we speak 💻🧬
Unlike general AI, bio has additional atom-level complexity for experimentation, scale, and entrenched incumbents which you need to get on board for short-term cash flow and vicarious brand validation. Although we do see
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Grateful to
@bitsinbio
for putting on a great NYC event between product leaders at
@flatironhealth
@syntensor
@benevolent_ai
and Schrödinger
Also great job to
@MattStergiou
and
@SridharNitya
🧬
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Join the squad! If you like the act of being a research and thesis driven investor (reading papers, writing a lot, meeting builders), this might be for you 🤖
We've added a new member to the investment team
@compoundvc
each year for the past 3 years and are looking to do so again in 2024.
This person will be focused on Deep Tech and other emerging categories (not including bio or crypto).
More details in next tweet.
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Couldn't be more excited to attend this year's
@SynBioBeta
! I've been following
@johncumbers
newsletter and conference for 5+ years and am chuffed to take part 🧬
Thanks to the organizers for putting on such a comprehensive and exciting event!
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The best TechBio event I’ve ever been to - thanks to
@ameekapadia
@pablolubroth
and
@patricksmalone
and the sponsors for making it happen at the
@NYSE
🧬🧬
It was a dream co-hosting the inaugural AI x Bio summit on behalf of
@cantos
with
@pablolubroth
,
@patricksmalone
, and the
@NYSE
.
We had an incredible afternoon discussing the future of foundation models, balancing platform vs product, architecting partnerships, and more
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@SynBioBeta
is an astounding mix between SXSW, science, and industry conference. Have got to see science astronauts, J. Craig Venter himself, and moderate a CTO panel with
@WoodsideEnergy
,
@FilFoundation
and Elemental Machines🧬
Thanks to
@johncumbers
and the other organizers 🧬
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@RuxandraTeslo
Don’t have a strong opinion here but I think it’s less about having children but feeling entitled to use women’s bodies. As you know, pregnancy is very taxing on women’s body’s and minds…
Excited for the day when we can ALL do ex vivo gestation
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The ‘drugs or bust’ mantra in bio limits progress. Although it’s the main way people have made money with bio historically, it doesn’t make sense for many emerging technologies or for bio infrastructure.
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Biotech drinks tomorrow in Cambridge, MA 🧬
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TIL that there's an open source video game for solving intractable RNA design problems - it's called Eterna
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Rare disease patients and families are the real biohackers 🧬
Met some parents tonight that have discovered treatments for their child, are making biobanks around rare indications, and are institutionalizing genome sequencing around newborns.
Truly humbled to learn from them.
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A great metric for founders is if you’ve thought about the business of your company as much as the science?
This matters more if your company has to conform to some revenue milestones for the next round (e.g. not trad drug discovery).
Science begets business begets science 🧬
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Think y'all are wrong - my window is 10-15 years for 50% of diseases and 25 years for most diseases 🧬
The fact that healthcare is broken, the fact that we have more information about our health than ever, and the fact that biomarkers are going to become dirt cheap mean that
How long until most diseases are treated/cured outside the clinic?
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Come join the
@CompoundVC
squad 🎉🎉
This is for you if you actively learn new tech and markets, you extrapolate current tech to the future for fun, and enjoy a good mix of collaborative and independent work 🚀
Couldn’t recommend the team, portfolio, and culture more!
We are continuing to grow our team
@CompoundVC
We're looking to bring on a deep tech focused investor in either NYC or SF with flexibility on seniority.
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Went down a rabbit hole around NAD+ and am moderately convinced that orally taking the precursor NR might help delay emergence of Parkinson’s.
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Thanks to everyone that's applied to the TechBio Collective 🔬
We're slowly going through applications and are accepting people in tranches to make sure the community stays as high touch and helpful as possible.
More info here -
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These comments from professors make me rofl. Like your whole job is to create new knowledge but extrapolating/imagining different futures seems to be impossible for you lot 😂
Glad I got out
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Interesting to see a consolidation of narratives around AI proteins, even when the tech step change is the cell-free protein synth platform.
In the short term makes sense to raise but in the long term underlying tech which can better look at protein landscapes will be more
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👩🔬 We've compiled a database of 𝟜𝟝+ 𝕗𝕠𝕦𝕟𝕕𝕒𝕥𝕚𝕠𝕟 𝕞𝕠𝕕𝕖𝕝𝕤 in bio.
We hope the diverse and creative use-cases will inspire you to think up new possibilities for the field, with foundation models being a substrate for innovation, not a subarea.
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Super important partnership between
@nvidia
and
@RecursionPharma
Any AIxBio company should be thinking about compute from day 0.
Are there any creative ways folks are getting compute?
I am so excited to partner with the team
@nvidia
to further accelerate our pioneering work in AI leveraging their DGX Platform for drug discovery. This partnership, alongside our other partnerships with
@Roche
/
@genentech
and
@Bayer
makes it clear that the transition from
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Couldn’t be more excited for this panel at
@SynBioBeta
which will discuss the changing structures of furthering scientific progress 🚀🧬
I am really looking forward to moderating a panel at
@SynBioBeta
this year on new funding models for scientific breakthroughs. With some star speakers like
@seemaychou
from
@ArcadiaScience
and
@SGRodriques
from
@FutureHouseSF
🧬🦠✨
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This
@CompoundVC
Annual Letter marries lessons from the past with predictions and frameworks for the future of AI, robotics, bio and crypto.
Was a labor of (deep tech) love by the team (esp.
@mhdempsey
) and hope folks enjoy 🚀🤝
(New Post) The Compound 2023 Annual Letter
This is a barely redacted version of the annual letter we sent our LPs. It covers our thoughts on:
- AI, Robotics, Bio, & Crypto investment frameworks and industry views
- The lack of durable consensus in venture
- Building
@CompoundVC
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Small, thematic dinners have quickly become my favorite events. Ran a couple recently on software for discovery bio in SF and Boston 🧬💻
**Co-hosted the one in Boston with the great
@watershed
team 🎉
If you’re interested in joining for the next ones or co-hosting do reach out
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The conundrum of lab automation is its creation of a different set of problems, some of which aren’t problems at all when you have humans in the loop 🤖
Problems I’ve heard
#SLAS2023
:
- Custom building scheduling/software for each automation addition
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1. Solarpunk Scifi
2. Product-platform biotech
3. Consumer biotech products
4. Constraints in finding co-founders
5. In vivo detox
What are 5 topics you can talk about unprepared for 30 minutes?
1. The voice in philosophy
2. Bill Brandt (photographer)
3. Ernö Goldfinger (architect)
4. The classical guitar
5. Free speech
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Easy diligence wins for early stage founders:
- Build your company in one place that has *the* top talent in the world for your company. All in-person team.
- Pre-seed and Seed is too early to start thinking, let alone talking, about spin outs from your company. Value should
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