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Professor Oak

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@Prof_Oak_

Drug Dev @ A\ | Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice
Joined December 2020
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Professor Oak Verified account @Prof_Oak_
Surprise 1: Anthropic acquired a one-person biotech
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Surprise 2: that person is me
Surprise 3: I’m here to tell you all about it

Yes, this is what you think it is; after 6 yrs of increasingly loose anonymity: the Professor Oak reveal post

…and yes, it has gotten so boring around here that I’m literally doxxing myself to spice up the timeline

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Ok, allow me to introduce myself. My name is Cody Tranbarger. I mostly tweet, but occasionally find time to dabble in drug dev & starting/building biotechs. My past lives span the VC, crossover, startup continuum; Prof Oak has been my way of keeping a digital foot in those worlds, despite having my physical feet planted elsewhere.

The past 18 mo, ‘elsewhere’ was Mithril Medicine, a co. I founded to develop bsAbs for LAMA2-CMD & other ECM-related genetic diseases.

Mithril was born out of hands-on building with @MikeNGladstone, @JasonPaulRhodes, @LifeSciVC, & team @atlasventure. Somehow, I made enough half-decent calls along the way (even a broken clock is right twice a day, eh?) to convince them Mithril/I warranted a small seed. While I can hardly rationalize such an outrageously cavalier bet, I’m grateful for it, & I'd partner with Atlas again in a heartbeat.

In typical AV fashion, Mithril’s primordial form was virtual, decentralized, & ultra-lean. This stage tends to be short-lived, but for Mithril, it worked surprisingly well, for surprisingly long, thanks in part to the rapid maturation of the AI tools I used liberally.

Eventually, Mithril became a bit of an experiment itself - to find the upper bound of how far it could scale as a single operator + a bunch of Claude (+ a stellar bench of part-time consultants).

In parallel, I started spending time with @nc_frey, @an1lam, & @CoefficientBio team; and promptly experienced, for the 1st time, AI at the frontier. Soon thereafter, Mithril stopped looking like an experiment, & started looking like a preview of an entirely new operating model.

From that spark came “Pipeline-in-a-Person.” The idea immediately resonated when we shared it here back in April; and it was central to the shared vision that led to Anthropic’s acquisition of Mithril, & my joining the team.

Why join Anthropic? Three reasons.
(1) For Mithril, the programs continue, with more resources & infrastructure behind them, and as much Claude as I can put to work.

(2) For me, the chance to start several more programs, & find out how many one person can actually run in parallel - an almost unprecedented luxury for a curious drug hunter.

(3) For our mission, a path to institutionalize & scale this new way of working, then put it in the hands of all of biopharma, all over the world - which, candidly, I find the most energizing.

Will AI x Bio cure diseases? Unequivocally yes, imo… but not by the route that gets the most airtime. Rather than timeline acceleration & compression, I see orchestration & parallelization as today's low-hanging fruit.

Most drug hunters see a handful of go/no-go calls in a career, & spend entirely too much of the rest trading emails (my inbox can attest).

Give them the bandwidth to run several programs at once, and the time to focus on scientific judgment, and I’m willing to bet they’ll make better calls. And at scale, better calls translate to more drugs, higher hit rates, broader patient impact, & likely, a disease or 10 or 100 cured. I couldn't be more excited to build toward that future @AnthropicAI.

Finally, a heartfelt thank you to BioTwitter/X. The end of anonymity is bittersweet, but if anyone’s earned a proper introduction, you all have.

It’s difficult to overstate how much this app has done for me: a decade of education, plenty of friends, many job opportunities, several mentors, a few investors, even a co-founder (fmr). It was the generosity of this community that inspired me to start posting 6 years ago, after just as many years lurking. I hope I’ve been able to pay it forward, in my own small way.

But, to be clear, Prof Oak isn’t going anywhere. Same beat, same themes, and now, a front-row seat to drug development at the frontier. Stay tuned for dispatches from the trenches; and remember...

Gotta Cure 'Em All
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Professor Oak Verified account @Prof_Oak_
Always the “big chungus” chasm that separates the great drugs from the good
Adu Verified account @plainyogurt21 3d
>be postdoc
>2012 in Cambridge
>join Warp Drive Bio
>plan to mine bacterial genomes
>find macrocycles
>what is a macrocycle
>RAS is undruggable
>everyone says so
>surface is a Death Star
>smooth no pockets
>picomolar grip on GTP
>whole field races the OFF state
>bossman crazy
>says hit the ON state
>the active one
>soil bug makes sanglifehrin
>CypA just sitting in the cell
>free chaperone?
>what if we glue it?
>macrocycle binds CypA
>new surface grabs RAS
>only the GTP bound state
>it clamps
>signal dies
>pure three way complex
>years of wet lab work
>first compound is garbage
>micromolar
>aim only at conserved residues
>swap phenyl for thiazole
>better CypA contact
>potency jumps
>no bioavailability
>unfixable half life
>fix it anyway
>chop the right side to a cyclopropyl
>stick a methylpiperazine on the left
>affinity explodes
>811 daltons
>big chungus
>breaks all rules
>should not be oral
>it is oral
>2018 buyout
>molecule becomes RMC-6236
>early data looks promising
>vp writes the blog post
>doesn't get it
>2023 need cash for phase 3
>EQRx dying with 1.1B in the bank
>buy the company for the cash
>sent CRO our structures to make
>they like
>they steal
>joyo to erasca
>where compound 4a
>comes back as ERAS-0015
>RASolute 302 reads out
>13.2 months
>double chemo SoC
>ASCO plenary
>1 min standing ovation
>presenter angry face
>senator on expanded access
>calls it a miracle drug
>press goes wild
>rash nbd
>dying is worse
>approval August 2026 easy
>198 million in five weeks
>mfw a macrocycle, from a dead startup, funded by a dead company, generational drug
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