#868: Tim’s Founder Kitchen — From Brainstorm to The President’s Office in Two Months (Featuring Jake Becraft, Strand Therapeutics)

Jake Becraft is the CEO and co-founder of Strand Therapeutics, a company building one of the most advanced programmable genetic medicine platforms in biotechnology. Under his leadership, Strand is redefining what RNA medicines can do by enabling cell-selective targeting and therapeutic payload delivery inside the body, unlocking a new class of precision genetic therapies.

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Timestamps:

[00:00:00] Start.
[00:06:07] What Strand does.
[00:08:19] The Boston dinner.
[00:11:05] The image of a body riddled with cancer.
[00:15:05] What stuck for the muggles in the pitch deck.
[00:17:14] A good drug vs. a good product.
[00:19:40] Tricking cancer into snitching on itself.
[00:27:38] The abscopal effect.
[00:34:04] Potency, specificity, and delivery.
[00:35:46] First principles thinking.
[00:36:38] The precipice of a revolution.
[00:41:14] The thousand people in the room.
[00:48:38] Psychedelic medicine as a cautionary tale.
[00:51:17] What actually catches a policymaker’s attention.
[00:53:42] Breakthrough vs. incremental.
[00:54:55] What’s in it for the policymakers?
[00:58:08] The 80/20 wish list.
[01:01:31] Australia’s CTN system.
[01:03:51] Sheep, psychedelics, and red-tape arbitrage.
[01:05:22] China’s clinical-trial flywheel vs. slow-motion American loss.
[01:06:53] The bicoastal biotech ethos.
[01:08:10] Can the FDA actually pull this off?
[01:12:12] The Sophie’s Choice of pharma development.
[01:14:16] Lost arts of founder mode.
[01:15:23] Rockets for tumors, T-cells, and beyond.
[01:19:16] Viral in policy circles.
[01:23:09] The Washington Post headline and the PickFu split test.
[01:27:56] Solution-first storytelling.
[01:33:54] RNA medicine and platform therapeutics.
[01:39:17] Moderna’s 62 days.
[01:40:33] Uber Eats and the de-risked launch.
[01:44:17] CEO blockers.
[01:45:52] Where’s biotech’s SpaceX moment?
[01:46:53] Elon Musk betting black on the wheel.
[01:51:55] AWS and the post-conviction / pre-consensus window.
[01:58:47] COVID politicization.
[01:59:46] Insulin, growth hormone, and the original platform story.
[02:01:35] Biotech as pharma’s little brother.
[02:03:29] More recent role models, Apple edition.
[02:04:50] Art Levinson, Steve Jobs, and the biotech-tech crossover.
[02:06:25] The iPhone as a delivery platform.
[02:08:25] Spotify’s problem and the future of bespoke medicine.
[02:10:07] Baby KJ and the limits of liver-only solutions.
[02:11:19] Parting thoughts.

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