Peter D Fellow

@hellothisisivan The bus sign is very unhelpful. Where are they starting from for it to be so broad? And why is there Transport for London livery on a stop so very clearly outside the city? This is hopeless.

I’ve changed my mind I’ll walk

@d_stock07734 @IDoLoveNZ1 Ah. My bad. Off by a month but the thesis stands. Merck went cold around the time the article was being considered.

@PeterDFellow @IDoLoveNZ1

$NWBO Pfizer adds to Seagen scrap heap with another early cancer candidate cull fiercebiotech.com/biotech/pfizer… ADC, the so-called “biological missile” cannot cure cancer. It is hard to believe Pfizer spent $43b on the acquisition of Seagen. Done deal: Pfizer completes $43B acquisition of Seagen, doubling its oncology pipeline fiercepharma.com/pharma/done-de…

@Nina_Power_ I think it bottomed out at child sacrifice.

@d_stock07734 If Merck turns out to be our main suitor then both the Seagen and Daiichi stories begin to look like misdirection or just plain Merck running interference.

Really? Show me the link. BTW, which one was the largest shareholder of Seagen? Did Merck spend $1.6b on the collaboration with Seagen? After Pfizer acquired Seagen, Merck terminated the collaboration and signed $4b deal with Daiichi for three of its ADCs. Back then Daiichi was the only company that has FDA approved oral CSF1R inhibitor. It's amusing to put all these together and observe.

@IDoLoveNZ1 @d_stock07734 The article was officially accepted for publication on September 13, 2022. Merck walked back from Seagen a week later.

@PeterDFellow @d_stock07734 The NWBO JAMA article was published November 17, 2022. Merck formally walked away September 21, 2022 — nearly two months earlier

@Nina_Power_ Unironically, I believe my time may be at hand.

@JessicaTheGreen I've been waiting for this genius definition. Thank you, Jessica.

Don't hate me for this but, I don't buy "poly" relationships. I think its just uglies grouping up for survival.

@PositivFuturist It's not late stage anything, we're half way through the Fourth Turning (Crisis) in the saeculum . Things should start looking up in 2033 or so.

This isn't late stage capitalism, it's late stage neoliberalism.

@ImtiazMadmood I pray you're right, my friend.

CHECKMATE IRAN Even when checkmate still lies 10–20 moves ahead, any master or serious student of the game can already see the end written in the pieces; The trap is closed. Every escape route has vanished; They concede. It is long past time for Iran to concede a match it never had any chance of winning. Yet as a death cult that mistakes suicidal defiance for courage, it will reject surrender and lurch forward into its final, total humiliation; cut to absolute smithereens until nothing remains but dust and the echo of its own stupidity. Iran today is a terminal patient on life support, gasping its last ragged breaths while the United States literally stands on its oxygen line. Seizing Kharg Island would deliver the fatal strike that finishes what remains of the regime. At this point we can scarcely even call it a regime. Virtually all first-, second-, and even third-tier clerical and IRGC leadership has been exterminated. The few still breathing like the Foreign Minister, the President, and the rest survive only at the mercy and according to the plans of the US and Israel. Kharg Island is Iran’s oil jugular. Roughly 90 percent of the country’s entire crude exports flow through its terminals; pipelines from the giant southern fields converge there, feeding supertankers that load directly offshore. These oil sales are the Islamic Republic’s main source of hard currency; the lifeblood that funds the IRGC, its patronage networks, and its proxy wars. The economy was already strangled by sanctions when this began, its currency had cratered long ago, and the ongoing conflict has closed the Strait of Hormuz to most shipping due to insurance risks. Conveniently, this closure does not affect US oil. Capturing Kharg Island would be the ultimate prize, the strategic equivalent of seizing Aladdin’s genie lamp. I have no doubt that China, sensing the inevitability of collapse and Trump’s iron resolve, is frantically working right now to ensure the regime falls before the United States destroys the oil export infrastructure. Mark my words, Beijing will strike a deal with Washington and throw the Ayatollahs under the bus without hesitation. IRSG sufficiently weakened, a people’s uprising would soon topple whatever is left, without any outside boots on ground. The dark night of 47 years is about to see the light of liberty. It’s about time to congratulate the Iranian people. This Nowruz will be a new dawn on the civilisational history of Iran. - Khalid Umar @ukilaw

@BretVDB I love this side of twitter.

“In writing about the many books she loved, Virginia Woolf could be a good Johnsonian critic. On Joyce’s Ulysses, she is at her rare worst: snobbish, resentful, a touch frightened. And wrong, absolutely wrong. The Jesuit-trained James Joyce was erudite beyond measure and so gifted as to be almost the fusion of Dante and Shakespeare. That was his vaunting ambition. It was beyond reach.” —Harold Bloom, Bright Book of Life

@sarahditum @unherd A really great article but a horridly sad read. Moral, physical, ideological decay personified.

How did the self-appointed tormenter of Bad Men ™ end up writing propaganda for the surrendered life? And why did she stop being funny? They're not unrelated questions. Me for @unherd unherd.com/2026/03/how-li…

Lindy West invented the voice of 2010s internet feminism - abrasive, bratty and seemingly fearless. Now she's written a memoir about how she convinced herself that she was fine, actually (completely fine!) with her husband moving his girlfriend into their home. Link follows...

@RamboVanHalen I'd like to suggest that movies aren't like opera at all but are very much like vaudeville...which got absolutely killed by radio.

I'm a what now?

@kasondramoore @Evie_Magazine I was about to ask the same thing. It's my hunch as well.

@Evie_Magazine They still exist. They’re just not trying to be actors.

“Love Story” producers struggled to find actors who were masculine enough to play JFK Jr.: “We're not making those guys anymore.” Executive producer Brad Simpson recently shared that casting JFK Jr. “was hard”: “We were three weeks away from shooting and we still [had] not cast him. We'd seen every male actor between the age of 25 and 38. Part of it was just that sort of '80s, old school masculinity — a man with hair on his chest, sort of Richard Gere, Tom Selleck, the classic chiseled looks — we're not making those guys anymore, for some reason, and he really needed to have that. We were about to shut down production and pause because we couldn't find him.”

@moveincircles That is a bible accurate angel's handbag.

Unbelievably cursed object left out on the street this morning

@andrewcaravello Thanks, Andrew. I’m chronically confused as to why the official short position has held so steady for so long. Can’t come up with a credible thesis.

Peter, good question. Ran this through an AI assisted analysis against SEC filings, Yorkville SEPA terms, 13F data, and the cap table. First, on the number itself. The FINRA reported short interest is 59,223,398 shares. That is the verified figure. Some retail analytics platforms, notably EZPZ Trading, report a significantly higher "Synthetic Short Interest" estimate of approximately 1.43 billion shares, bringing total estimated short exposure to 1.49 billion or roughly 109% of the float. That number is not verifiable because EZPZ's methodology is proprietary and self described as for educational purposes only. It does not mean the synthetic exposure doesn't exist. It means we cannot independently confirm where they are getting the number or how it is calculated. NWBO has no listed options and no significant ETF inclusion, which are the typical vehicles for synthetic short construction. The 59.2 million is what can be sourced to FINRA. Everything beyond that is unverifiable. Now to your question about whether the 59.2 million could be hedged longs. Here is what is verifiable: Yorkville holds floating rate convertible notes that convert at a discount to VWAP, meaning they are perpetually in the money. Standard practice for convertible holders is to short shares against their conversion rights to lock in the spread and collect borrow fees. This is well documented in academic literature. Some portion of the short interest is almost certainly hedging related to these instruments. The exact amount is not knowable from public data. The 243 million shares under Blocker Agreements are held by company insiders. Section 16(c) of the Securities Exchange Act prohibits officers and directors from selling their company's stock short. Those Blocker shares cannot be the source of hedged short positions. That is statute, not inference. The entire institutional base owns 742,304 shares across eight filers, confirmed by three independent data feeds. There is no institutional footprint outside of Yorkville large enough to maintain a hedged position at meaningful scale. Short interest has increased for seven consecutive FINRA reporting periods. Academic research shows that hedging related short selling typically spikes at convertible issuance and tapers within days. Sustained monotonic accumulation over years is not the hedging signature. What is NOT provable from public data: the exact split between hedging and directional shorting. The spoofing lawsuit alleges adversarial behavior by seven market makers and survived two motions to dismiss, but discovery is ongoing and nothing has been proven at trial. The $120 million in Canaccord penalties was for SAR reporting failures, not for NWBO spoofing specifically. Bottom line: yes, some of the short is likely hedged carry. No, hedging cannot explain the full 59.2 million given the cap table constraints, the institutional vacuum, and the short interest trajectory. The remainder is held by someone, and the lawsuit is the process that will determine who and why.

@indianloonie The narration that was in the shooting script is incredibly sweet and tender. Very Barry Lyndon like. There's no satanic overtones, it's about the nature of fidelity and would've saved this silly film.

Eyes Wide Shut conspiracy theories are so funny because it's like. The illuminati saw a rough cut and went like "fuuuck we gotta edit some of this out but they can get the gist of it. We can't ruin too much of the structure

@joerussotweets Given that you deal with any sort of criticism by implying we're monkeys with typewriters we suspect your movie will be brittle, self conscious, and over-compensating...just like its makers.

Man, it seems like you guys are more excited about Dune 3 than Avengers Doomsday, huh.

@d_stock07734 @SouthernDrive21 I agree it's not real trading. It's the background hum of paper being shuffled around...literal noise. I've seen credible evidence that the run up in April 2022 was a single buyer who pushed us up over 100%.

@PeterDFellow @SouthernDrive21 It's such thin volume. I doubt you can derive something from it. Has Yorkville finished converting all its note into shares?

$NWBO Here is a daily look, we touched the bottom from Oct 22nd, 2025 as seen on the Chart. Lets see if we get any traction at all from here. All indications right now from a trader's perspective we are not close to a MHRA decision. Just do not see the action in volume or price to tell us we are close, "I hope I am wrong"