The Preventive Oncologist

@frankwrighter @MillennialWoes It does seem "odd" that of all the bones this writer had to potentially pick with you, she ultimately settled on one related to a foreign country.

@MillennialWoes The reason for attacks like this is because the actions of Israel have made its brand toxic, and public support has tanked in the USA accordingly. The Israeli government is now spending $730 million on propaganda to counter its "reputation crisis" - per the Jerusalem Post:

Melanie Phillips' attack on @frankwrighter:

@AvidSojourning @Cernovich This photo is AI/photoshopped. It's basically the same face with a bunch of different haircuts. There are real data out there; no need to disseminate this fake info.

@Cernovich Drop in the bucket…

IBM’s CEO created hiring policies to fire white men, and keep them from being promoted. This disgusting bigot will never been condemned by Tech and VC’s on this site. washingtonpost.com/national-secur…

@TheMarketRaven Raven, I know that you keep it simple with your indicators, but have you studied Elliott Wave Theory in the past?

I caught up on my X feed for the last week. Same old posts, Furus promising “life changing” money soon. Mother focker, everyday is life changing, try again.

@EvanThomas84 Would depend on age at diagnosis (essentially the relevance of sexual AEs of ADT) and comorbidities.

Male oncologists of X. If either/both were SOC- for high risk prostate cancer, after def RT, would you yourself rather take 18-24 months of ADT or 4 cycles of Pluvicto??

@seedy19tron This app is humbling.

@Preventive_Onc That’s just in the past week or so. ☠️

The Weekly 🌱 New: Increased: $nktr, $bcrx Unchanged: $abvx, $cogt, $ewtx Decreased: Closed: $cytk I’ll start with $bcrx , I wrote about it earlier in the week and with $kalv taken out, leaves you with $bcrx with a strong upside case in HAE. I do think Navenibart has a very good case to becoming a BIC long acting injectable. Ph3 topline should be early next year and if data confirms the ~90% attack reduction profile, $bcrx would own the two most pt friendly modalities (oral + 3 to 6 month injectable) in HAE with commercial infrastructure already in place for the injectable launch. $nktr I got assigned the remainder of my 1000 contracts at 105 therefore an increase this week (without any fat candles). Resolution/progression of the $lly litigation remains on the agenda. Whilst Rezpeg remains a novel MOA with the most encouraging data of any Treg agent in inflammatory skin disease to date. Durability + quarterly dosing is a real differentiator. Someone mentioned the cancer risk on here and I would just like to say cancer risk is a theoretical concern for EVERY new I&I MOA. No such signal for rezpeg through >1000 patients and no known cancer syndrome from TReg/IL2 mutations in human epidemiology. Building on $abvx which everyone seems to be waiting for… Of the major UC maint trials (ACT, PURSUIT, GEMINI, ULTRA 2, TOUCHSTONE, OCTAVE) only OCTAVE (tofa) is a clean comp for obe. Tofa and obe are both oral small molecules. Tofa was ~50% advanced therapy exp, $abvx 47.3%. Similar steroid use. And the same maint design: induction responders randomized to stay on drug or switch to pbo (withdrawal). $abvx puts 678 responders into exactly that. When trying to do an apples for apples comp I realised $abvx scores on mMayo, tofa on full Mayo. But there is a published mMayo rescoring of OCTAVE. journals.sagepub.com/doi/10.1177/17… Level on mMayo. $abvx induction 50mg: 21.7% / 19.8% vs pbo 2.5% / 6.3% across the two studies. Tofa pooled induction on mMayo: tofa 10mg 24.8% vs pbo 7.7% (was 17.6% / 6.0% on full Mayo). Obe pbo adj induction remission is 16.4% (20.8 vs 4.4 pooled). Tofa is 17.1% (24.8 vs 7.7). But note that $abvx data is NOT like tofa and enrolled JAKi failures (it was the first JAK). $abvx built the largest JAKi failure cohort yet. If obe’s maint delta lands near tofa’s, it did so in a tougher pop. So we can use tofa ph3 as a guide to maint , wk52 on mMayo: pbo 12.1%, tofa 5mg 35.9%, tofa 10mg 42.1%. Same scoring, same design. Giving us ~12% as the empirical floor for a withdrawn responder pbo arm in an oral small mol. That is where maint pbo should land for $abvx. My base case for $abvx active 38% to 48%, pbo 12% to 15%, delta mid 20s to low 30s. Ph2b durability data leans toward the top of that range. Someone said to BP will focus on the absolute remission I think remission delta is more important here because absolute remission is suppressed by the mandatory steroid taper and the refractory mix. The delta is the clean efficacy signal and the regulatory and commercial yardstick. For instance a 40% / 13% readout and a 40% / 20% readout share a headline but are not the same drug. The underrated part I mentioned above also is breadth and durability. Obe works in bio exp and JAKi exp patients (where S1P modulators are far weaker), deepens over time (ample data supporting this) holds remission at a lower 25mg dose out to multiple years AND has arguably the cleanest safety of any oral UC mechanism. If the delta confirms at 25 to 30 pts with clean safety, that broad, oral, safe positioning is worth more than another 5 pts of remission. So anything over 25% delta this should rerate much higher Oh and I closed out $CYTK because I needed to put up margin due to being assigned $nktr shares Will revisit when liquidity returns.

@persempres2932 @financedystop Not all vacations cost 10-20k. Or even 5k. A camping week is more memorable than a trip to Disney World.

@financedystop I think the essence of FIRE, especially the RE part, is the exact opposite of waiting until your 70s to retire... Also, telling people to spend lavishly on things like vacations or parties in their 20s and 30s is astoundingly bad advice in an array of ways, not only financially

Someone in the FIRE community realized it’s probably not worth living in poverty-level frugality for decades just to retire at 70 or 80 with money you may not even have the energy to fully enjoy...

@epictrades1 I wasted half a decade listening to non-actionable macro doom-porn on YouTube. Waste of time. Trading allows for profits on upside and downside.

Markets are climbing the ultimate wall of worry, war creating inflation via commodities & oil while investors continue to wait on the sidelines. Sure persistent inflation and higher oil could derail markets but nothing to worry about might be my largest worry. As long as cash is on the sidelines and shorts press bets it creates a a perfect structure for markets to continue north. This is why I’ve kept it simple, bought every dip and tried to not be too macro. If I was a macro trader I’d be homeless. One day the macro will over power the bull, no clue when. So as they say steady as she goes.

@dolores_capital @stocktalkweekly I've seen this kind of thing a few times this week, which makes me wonder whether it's just a glitch with the $ ENS ticker.

@Preventive_Onc @stocktalkweekly oh man i saw this on someone else's post recently. be careful about using keyboard short cuts. you don't want to share those addresses... @stocktalkweekly

@stocktalkweekly Yeah, I don't know whether it's an issue on my end, but I see an ETH address or wallet-looking code.

@Preventive_Onc $ENS as in EnerSys the battery company

The top 10 contributing stocks (on a dollar basis) to our +4,000% portfolio return over 29 months: - $VIAV @ $13.58 - $OSS @ $4.71 - ethereum:0xc18360217d8f7ab5e7c516566761ea12ce7f9d72 @ $112.87 - $AMKR @ $24.35 - $IRDM calls @ $20 - $VLN @ $1.57 - $BLDP calls @ $4 - $VPG @ $53.16 - $NBIS @ $23.92 - $SYNA @ $85.78

@Remzztrades Do you have thoughts on how much longer this has to run? David Hunter thinks melt-up/blow-off into the summer and peak (index-level, at least) likely by fall.

Imagine being bearish in a super cycle we won’t see for the next 10 years Dork

@CynicalPublius "Hundreds of nations." Sir, there are 195 recognized countries on the entire planet.

I'm losing lots and lots more followers today because I am glad Thomas "Look at ME!" Massie lost. So I might as well go all in and purge all the freaks from my follower base. There are hundreds of nations and thousands of interest groups that constantly seek to influence American public policy. If the only nation doing that which you are bothered by is Israel, and if the only PAC doing that which you are bothered by is AIPAC, and if you drone on incessantly, endlessly and vigorously about Israel/AIPAC and no OTHER NATION OR PAC, rational, intelligent people know why that is. It's because you are an antisemite. And if you want to say "Oh you are so wrong, I'm bothered by ALL nations and PACs attempting to influence US policy," but literally the only time you ever mention it in your X feed is in the context of Israel, you are an antisemite. Don't like that? Want to unfollow me because I said that? Good. Beat it.

@Cernovich The ICE roundups were the dumbest possible way to enact immigration-law enforcement. So dumb that one would not be faulted for being conspiratorially-minded about it.

I’m not naive as to why donors pumped so much money into the race. Even so, the OBBB was the deal breaker for Trump. The OBBB had to pass or else Democrats could have forced a shutdown of ICE. Massie and Rand Paul burned a lot of goodwill up.

@CynicalPublius @MassieforKY @BeurBestself81 Why are a foreign country's lobbying groups supporting his opponent?

@MassieforKY @BeurBestself81 Why are leading Democrats endorsing you?

I did not see this coming, but my election has become an inflection point for our whole country. Today we make history. Will you be part of this historic day by voting, calling friends who can vote, posting to social media, or making a donation? Spread the word fellow patriots!

@LonelyPartriot @TuckerCarlson Actually clearly an extremely intelligent person. If you thought that he sounded high and was incoherent, my guess is that you missed a lot of the references.

@TuckerCarlson This is one of the worst guest you’ve ever had. Sounds and looks like he’s on drugs or is mentally ill. Also completely incoherent and honestly boring.

Owen Benjamin was probably the smartest, wisest person in Hollywood so of course he got canceled harder than anyone in the history of the entertainment business. That’s when he found the secret to happiness. 0:00 From Hollywood Comic to Cultural Exile 16:56 Was Someone Orchestrating Owen's Cancellation? 23:56 Truth, Fame, and Sin 36:28 Neocons, Getting Banned, and Conspiracy Theories 42:30 The Daily Wire, the Gay Community, and Taboo Humor 51:38 Losing Everything, Illusion, and Nick Fuentes 58:47 Insecurity, Debt, and the Need for Validation 1:07:29 How Is Owen Still Reaching People After Being Cancelled? 1:12:11 Vulgarity, Honor Culture, and Prayer 1:23:10 Starting Over on a Farm in Idaho 1:34:20 The Symmetry of Music and Owen's Community 1:41:26 The Feeling That the World Order Is Ending 1:46:23 Slaying a Wizard, Deception, and Building Community 1:58:29 AI, Energy, and the Illusion of Replacing Humanity 2:05:36 Why Are Animals So Important?

@pennycheck @POETtech @ConsensusGurus (Your other followers, I mean. I've got neither quality in the field of trading/investing.)

Your account may not be 300k-strong, but a Spaces with 50+k account with an extremely discerning and influential following seems like it would be something at which a company like POET would jump if they had only positive and plausible explanations. Insisting on an impossibly-large number like he did to avoid the discussion is highly suspicious.

PR team operating more like that of a used car dealer than a leading AI infra play.

@bryan_johnson @AutismCapital Yes.

@AutismCapital It's kinda been funny as I've fumbled about. Do I use words, or feel emotions, ask for things, express gratitude, expect something?

I've been praying the past few weeks. Unsure why. There's good evidence behind prayer. It mimics breathwork, calming the nervous system, dropping cortisol, and quieting the brain. Daily prayers show lower depression, anxiety, and pain. I'd like to develop a prayer practice. Growing up, the protocol was written for me. Explaining whom to pray to, the structure of the prayer, and the boundary conditions. I don't really know how to pray now.

@TheMarketRaven Maybe, but also fewer replies from tHE MeErKAt rIBBoN and associates.

One step closer to a fully paid social media platform.