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Today we're publicly launching @OrmoniBio. The peptide industrial revolution has begun. 🧵
John retweeted
Levinthal’s Paradox asks how a protein with 10^47 permutations finds the right fold in under a second. The answer is simple: it follows a landscape.
Peptide therapeutics must navigate an even higher combinatorial space.
7/ When we founded Ormoni, we committed to a different approach: map the landscapes behind drug properties. Each program becomes a query: specify the product profile, then navigate to the best molecule.
8/ Read more in our essay, Harvesting Infinity. ormoni.bio/blog/harvesting-i…
John retweeted
Which Way, Western Biotech?
One reductionist model of drug discovery is that it's a heroic search across an NxN grid. Along one dimension, there are the modalities in our therapeutic arsenal. On the other, the known target hypotheses with varying levels of biological evidence. (Another dimension is indication, but we're simplifying here!)
In this framing, the anxiety for American biotechs is that Chinese biotechs are increasingly sampling this grid at an alarming rate—from molecular discovery to first-in-human studies.
It's definitionally zero sum: the grid is finite! So protectionists argue that we should regulate like we are guarding a scarce resource.
If this is the whole story, there is a real reason to be worried about the future of American biotech! The asymmetry in speed of search is multifactorial. (cc @MWCvitkovic)
China has:
1. Favorable policy (and state-level planning)
2. Favorable labor economics
3. A much more intense work culture
4. An integrated ecosystem across R&D, manufacturing, and hospitals
5. A way bigger population (big deal for trials)
But I don't think it *is* the whole story. American biotech has a beautiful blend of true off-the-grid thinking and risk capital to support these ideas.
What is off the grid? Wholly new modalities. New biology. Or even ideas that reject the grid altogether: like AI-powered personalized medicines that defy any conception of a singular target.
The positive sum view of biotech's future is still extraordinary hopeful for America.
I'm not sure you can conclude that biotech in Boston/Cambridge is on the right track right now. Some responses I've gotten this summer about the local ecosystem:
On China: "We'll just out-innovate them" (Not sure how that happens when both home-grown and US-trained Chinese scientists are doing world-class science)
On AI: "It's just a bubble and tech investors will move out of biotech once it pops" (The same plan brick-and-mortar stores had during the dot-com boom)
Feels like the best-case default is SF becomes the US leader for biotech just like semiconductors did in the last century. Worst-case is the US misses out entirely and the world's biotech R&D runs through China. Either way, Boston isn't in the picture unless we start experimenting with new models now
Congratulations to the @SailBiomeds team on their partnership with @JNJInnovation . It's a testament to the persistence, creativity, and vision of many phenomenal scientists over the years, and brings life-changing drugs that much closer to patients suffering from autoimmunity.
John retweeted
.#FlagshipFounded @SailBiomeds announced today a collaboration and option agreement with @JNJInnovation to advance it’s In Vivo CAR-T platform for immune-mediated diseases.
This milestone reflects years of pioneering work across the Flagship ecosystem—from foundational innovations in eRNA and targeted nanoparticle delivery to the creation of a platform with the potential to unlock an entirely new generation of programmable medicines.
Read the full announcement: flagshippioneering.com/news/…
John retweeted
Congratulations to our co-founder and CEO, @DrSynbio, on being named an @EY_US Entrepreneur Of The Year® 2026 New England Award winner!
This recognition reflects a mission that every person at Strand shows up for every day: programming mRNA to sense, decide, and act inside the body, so that therapies reach more patients, treat more diseases, and do so more scalably than ever before.
That mission is what keeps us moving forward.
John retweeted
Tirzepatide was the 7,023rd peptide in Lilly’s GLP-1 series. In its first year, Ormoni Biosciences synthesized and assayed more than 250,000 unique peptides.
John Casey, Brad Pentelute, and the Ormoni team are bringing a step change to the development of new peptides.
There are hundreds of peptides that could treat disease, or enhance our health and longevity, but the challenge is making peptides into medicines: half-life, biodistribution, and uptake. Optimizing these properties requires many slow, expensive design-build-test cycles in animals.
Ormoni’s technology takes an idea to thousands of peptide candidates run in parallel in animal models in just 30 days. We will approach timelines to NHP and human PoC that have previously been unheard of in pharmaceuticals.
And with this collective dataset, we are training the most capable design and prediction AI models in the industry.
I met both founders John Casey and Brad Pentelute while at MIT, 13 years ago. John went on to co-found Inari Agriculture and Sail Biomedicines at Flagship Pioneering; I turned to him for advice many times on company building (and always with fingers crossed that one day we might work together). Brad welcomed me into his chemical biology class at MIT back in 2013, when my PhD advisor told me I should eat my vegetables and finally learn some chemistry. I loved it and was obsessed with his work for a decade; in the meantime Brad has become one of the world’s most renowned peptide chemists.
Pillar is proud to support the team.
Today we're publicly launching @OrmoniBio. The peptide industrial revolution has begun. 🧵
John retweeted
We’re live. Ormoni Biosciences is industrializing peptide drug development: 30-day make-test-learn cycles, thousands of peptides per animal experiment, driving proprietary peptide PK/PD ML models. The result is a platform that generates DC-quality molecules in months.
Full launch essay is here: ormoni.bio/blog/peptide-indu…
If you're an investor, pharma partner, or scientist who wants to help build the industrial era of peptide medicine - reach out. We're just getting started.









