#036: Oct 25th, 2021 - Longevity Marketcap Telemetry

Altos Labs. ODX. Impetus Grants. Healthspan Capital. Media is Code.

  1. Announcements

  2. Last Week(s) in Longevity

  3. Longevity Futures

  4. Capital Raise Radar

  5. Longevity Jobs

  6. New Companies on Longevity List 

  7. Special Note: The Last Generation to Die

  8. Media is Code.

  9. My Links

*Sincerest apologies to my readers: I’ve been focussing 100% of my efforts on launching the first cohort of the On Deck Longevity Biotech (ODLB) program. Going forward, expect a more regular cadence for the Longevity Marketcap Newsletter. Thank you for your patience!

*Disclaimer: None of this should be taken as financial advice. It is for educational purposes only.

Mission: To grow a wave of passionate people building, funding, and championing technologies that extend healthy human lifespan. 

If you want to be part of this mission alongside me, please consider supporting through Patreon or Longevity List Merch.



📢 Announcements 

  • On Deck announces ODX, a $100M accelerator fund. I’m excited to be part of On Deck’s newest initiative to support founders with the launch of ODX. Any early-stage founders looking to get capital, support, and backing from an incredible community should apply -- especially if you are a longevity biotech founder!

  • My longevity rolling fund Healthspan Capital is now public on Angel List. We aim to invest in a broad “index-like” manner in longevity biotech startups.  

    • Sebastian Brunemeier (former Principal at Apollo Health Ventures, co-founder of Cambrian Biopharma) is an advisor.

    • Michael Chinen (angel investor) is a partner.

    • Any accredited investor can start investing in the fund today. Minimum check size is $5k.

    • Select investment deals will be syndicated.

  • Proud to announce that I’ve recently become an angel investor in Transistor Bio, a startup founded by the unrelenting Adam Ashwal. Transistor Bio is building a platform to automate in vivo studies, with a particular focus on dramatically lowering the cost of aged mice (which cost half their weight in gold).

  • Notice to new readers: You might want to take a look at this post of longevity resources if you are new to this space. 


📝 Last Week(s) in Longevity 

I have so much to tell you.

  • Altos Labs, a new anti-aging mega-biotech by Jeff Bezos, Yuri Milner, Rick Klausner, and many others.

    It’s finally here!

    I had written about Jeff Bezos’s rumored involvement in a big longevity initiative since May. Earlier in September, an MIT Technology Review scoop filled in some of the details of this new company, Altos Labs, and its roster of luminaries:

    My take: Altos Labs is a welcomed development in longevity -- high-profile names will raise awareness, legitimacy, and capital for this space. However, the question on everyone’s mind within the community is how Altos Labs will avoid disappointing like Google Calico, which, contrary to Time magazine’s clickbait, has not solved death yet -- much less produced an FDA-approved therapy for any indication.1

    Altos Labs, like Calico, seems to be focused on basic science, initially. But unlike Calico, Altos appears to be focused on a very specific therapeutic approach, cellular reprogramming -- which several other LongBio startups are hotly pursuing (Shift Bioscience, Retro Bioscience, Turn Bio, Iduna Therapeutics, and AgeX Therapeutics).   

    The alleged $6B earmarked for Altos Labs is just one of the big announcements slated for the longevity industry this year. Hevolution, a yet-announced initiative based in the Middle East and helmed by ex-Life Biosciences CEO, Mehmood Khan, is rumored to have $20B committed towards longevity.

Other news in brief


📅 Longevity Futures

  • November 17-18, 2021: Longevity Summit - A new online conference on longevity. Incredible list of speakers including Kristen Fortney, Hanadie Yousef, Ben Kamens, Daniel Ives, Matt Kaeberlein, Nikolina Lauc, Andrew Brack, Martin Borch Jensen, and more. I will be moderating a panel. Free passes are available to select audiences. 

  • November 17th, 2021: Investing in the Age of Longevity - An online conference on longevity investing put on by Jim Mellon and Master Investor. Speakers include Nir Barzilai, James Peyer, Jim Mellon, Daniel Ives, Sergey Young, James Kirkland, and more. Tickets are 300/100 GBP for non-academic/academic attendees. 

  • December 4th - 5th (SF), 11th - 12th (Paris): Foresight Institute’s Vision Weekend - Starting at the Internet Archive, a rocket company, and ship in San Francisco on Dec 4 & 5, culminating at a laboratory for the future disguised as a stunning castle outside of Paris on Dec 11 & 12. Plus permanent 2022 cyberspace layer. 40+ presenters are confirmed across biotech, nanotech, neurotech, computing, and space, including Jose Luis Ricon (Rejuvenone), Sonia Arrison (100 Plus), Adam Marblestone (FRO), Greg Fahy, (Intervene Immune), Dina Radenkovic (SALT), (Peter Norvig (Google), Jaan Tallinn (Skype), Anders Sandberg (Future of Humanity Institute), and many more.

Know of any interesting longevity talks, meetings, or events? Please email me.


📡 Capital Raise Radar

I do not endorse or have affiliations with any of the companies listed below. This is not an offer to buy or sell securities. This is for informational purposes only. If you have intel on any other longevity companies currently raising please email me. It’s free.

  • Stealth synbio & gut microbiome longevity company // Pre-seed // email for details

    • 2nd-time biotech founder

    • Novel synbio approach to longevity, not publicly disclosed

    • Recipient of NIH SBIR grant,

    • Looking to raise a pre-seed round

    • Contact for more details.

  • Protein-based therapeutics for tissue regeneration startup // Series A // email me for more details

    • proprietary protein library

    • machine learning-enhanced drug discovery platform 

    • pipeline of novel drug candidates

    • Contact for more details

  • Rubedo Life Sciences // Series A // mentioned on The Longevity Biotech Show

    • Raising Series A in the very near future.

    • Developing a drug discovery platform first focussing on prodrugs to target senescent cells in a selective manner.

    • Team: Marco Quarta (Stanford), Julian Klein, Marc Gallop

  • Gerostate Alpha // Raising $500k+ at $18M cap // WeFunder page

    • High-throughput phenotypic screen platform to discover anti-aging drugs.

    • A spinout from the Buck Institute for Aging. Y Combinator-backed startup.

    • Team includes academics from the Buck Institute: Simon Melov, Mark Lucanic, Gordon Lithgow. 

    • Crowdfunding on WeFunder. Open to all investors, even retail.

  • Equator Therapeutics // Raising: $3M - $5M // Slide Deck

    • Mitochondrial uncoupler drug to burn fat through natural body heat production.

    • Targeting obesity, type 2 diabetes, fatty liver disease, PCOS. 

    • Pro longevity: Exercise mimetic, increases mitochondrial biogenesis, etc

    • Y Combinator-backed company. 

    • Team: Jonah Sinick, Yuriy Kirichok, Michael Grabe, Liliya Gabelev, David Segura 

  • + see all (click on “Capital Raise Radar”)


Featured Longevity Jobs

Looking for jobs, companies, or investors in the longevity biotechnology industry? Check out my website LongevityList.com. 

If you are hiring, email me a link to your job postings and I will post them on longevitylist.com (it’s free).


➕ New Companies on Longevity List

Some interesting longevity companies I have discovered and added to the Longevity List database in the past week. Have any longevity company tips? Please email me. 

  • Arda Therapeutics: Founded by Adam Freund, an ex-principal investigator at Calico. This startup is developing a single-cell sequencing platform to identify cell surface markers associated with pathological cells (senescent cells and beyond). Arda will then develop immunotherapies to remove these cells (antibody, CAR-T)

  • Gray Matter: Co-founded by Alexey Strygin, this startup is developing an in silico peptide discovery platform to target age-related disease / aging.

  • Refoxy Pharma: Founded by Victor Bustos (Apollo Health Ventures), this startup is developing drugs to target FOXO, a transcription factor protein implicated in longevity.   

  • Weatherwax Bio: Founded by Armand Cognetta and Mathias Pauthner, this YC and Longevity Fund-backed startup is developing a therapeutic platform based on induced-proximity / bifunctional drugs to drug undruggable targets.

  • Vincere Biosciences: Founded by Spring Behrouz and Andy Lee. The company focuses on therapeutics to increase mitophagy (recycling dysfunctional mitochondria) in order to treat multiple diseases including Parkinson’s disease, etc.

  • Telos Biotechnology: A startup spun out from an academic team at University of Texas South Western focussing on telomeres.

  • Etta Biotechnology: Preclinical startup founded by Kyle Brewer and Lulu Lorien. The company is developing a nanoparticle-delivered senolytic (fisetin).


🧬 Special Note: Funding The Last Generation to Die

Filmmaker Tim Maupin's longevity feature film is currently in development and seeking funding. Based on his proof-of-concept, festival favorite, and visually stunning short film "The Last Generation to Die", this full-length adaptation will dive further into a near-future world in a positive light where science is just on the cusp of true age-reversal. This film seeks to change minds and hearts toward the positive benefits of longevity without going into the usual dystopian Hollywood territory. Greater public acceptance would move the science faster and more quickly reduce suffering and save more lives. 

Full deck and financial information are available upon request. Please reach out to timmaupin@gmail.com to learn how you can be part of this groundbreaking film in which the convergence of art and science will serve as a powerful, global mission statement redefining aging. To view the proof-of-concept short film and for more information, please visit the film’s website: www.lastgenmovie.com 


Media is code.

I’ve personally donated $1,000 to fund Tim Maupin’s full feature film “The Last Generation to Die”. 

Here’s why:

Longevity biotechnology is not solely a scientific or commercial enterprise: It is also a political enterprise. DNA and RNA coding of cells will play an important role in increasing human longevity. But so will the coding of collective human effort towards longevity. And media scripts for human beings.

Storytelling.

Siddhartha Mukherjee writes in his book “The Emperor of All Maladies”

The campaign against cancer, Farber learned, was much like a political campaign: it needed icons, mascots, images, slogans—the strategies of advertising as much as the tools of science. For any illness to rise to political prominence, it needed to be marketed, just as a political campaign needed marketing. A disease needed to be transformed politically before it could be transformed scientifically.

Aging is a disease3 in dire need of a political transformation. Less than one percent of the NIH budget today goes towards geroscience proper -- even though most major diseases are driven by aging. How can we align the public on the problem of aging?

We need common stories: Pro-longevity media and storytelling are the vectors for propagating a shared vision for a future devoid of all age-related diseases. 

Media modulates regulations downstream, too. 

The speed at which we can test and commercialize anti-aging interventions is currently constrained by the FDA. But the FDA is made of people and reflects the collective desires of society. COVID-19 demonstrated how quickly a new intervention can be approved if people want it badly enough. Shared desire. Shared stories. Shared vision. Media codes for these.

Since my last newsletter, I’ve noticed a promising wave of pro-longevity media initiatives being formed -- some through the On Deck Longevity Biotech Fellowship as well. We’ll need more media efforts like these to counter misleading clickbait journalist narratives of longevity, those centered on blood boy-draining immortality-seeking billionaires, overpopulation, etc. These are tired tropes.

So if you share the same optimistic vision for the future as me, consider funding those who endeavor to tell the longevity story.

-NATHAN

Reach out to director Tim Maupin: timmaupin@gmail.com 



🔗 My Links

Some of my projects, resources, and ways to support my mission. More projects coming…

Projects

  • On Deck Longevity Biotech Fellowship (Program Director) - On Deck Longevity Biotech (ODLB) is a continuous community for people to come together to build, join, or invest in revolutionary longevity biotechnology startups.

  • Healthspan Capital - An early-stage longevity biotech venture fund.

  • Longevity List  - Find jobs, companies, and investors in the longevity industry. Email me if you want to add your job or company to the list. It’s free.

    • Longevity List Database - A handy Airtable base covering people, companies, trials, academic labs, and a list of longevity companies that are presently raising capital.

  • LMC Clinical Trial Tracker - Longevity therapeutics in clinical trials. Completion calendar useful for investors who want to time data readout catalysts.

  • LongevityMarketcap.com - The main page tracks prices of publicly traded longevity stocks.

  • The Future of Longevity - A monthly series of public Q&As in themes and trends with experts in longevity science and industry. Co-hosted by Laura Minquini, Avi Roy, and me. 

  • Longevity Biotech Show - Official website of the Clubhouse show / podcast. We interview the people building, funding, and championing technologies that extend healthy human lifespan. On Clubhouse / Spotify podcasts. 

  • forum.longevitybase.org - An open question and answer system for aging biology and longevity biotechnology. 

  • The One Percent Bet for Longevity Pledge - An initiative to get individuals and corporations to pledge at least 1% of their resources to fund longevity companies and research.

  • LongevityBase.org -  An open-source volunteer initiative to itemize every instance of modulation of biological aging in the scientific literature.

  • Humans for Longevity - A literary art project featuring the stories and motivations behind the people working on solving the problem of aging. 

Support

A special thanks to my Patreon supporters who have joined forces with me to undertake this mission.

1

The criticism of Calico’s lack of concrete clinical success might be a little harsh— perhaps they are playing the long game. Calico has partnered up with Abbvie (together investing $3.5B) and has an asset in a clinical trial (looks like a cancer play though).

2

Highly recommend Peter Attia’s interview with Richard Miller -- the mastermind behind the NIA’s ITP program.

3

Or medical condition — as Reason would say.