Goro @Biotech & Tech company investor

イーロンマスクのやり方は賛否両論あるけど「日本経済活性化のカギは？」と聞かれた時の答えは素晴らしい

JUST IN: Parabilis Medicines ($PBLS) has priced a record-shattering $670M Nasdaq IPO, cementing a massive macro turnaround for the biopharma sector after the historic funding winter of 2025. This marks the second record-breaking biotech listing in less than 90 days, following the $625M April debut of obesity-focused Kailera Therapeutics ($KLRA). The multi-year capital drought—which saw public market entries blueprint a record low of just 15 listings last year—is officially over. The Cross-Market Alpha: This surge in institutional demand highlights a structural shift where public markets are aggressively pricing late-stage clinical assets with robust human data. Look closer at the pipeline drivers: $KLRA’s entire suite of oral and injectable GLP-1/GIP agonists was in-licensed directly from China’s Jiangsu Hengrui Pharmaceuticals. Western public markets are placing massive, multi-billion-dollar premium valuations on advanced Chinese innovations. With $PBLS locking down $670M to target the undruggable proteome via stabilized peptides, the liquidity window for elite cross-border assets is wide open. Expect a widespread valuation re-rating across late-stage global clinical pipelines. $PBLS $KLRA $XBI $IBB

Is this best quality of analysis $GS can come up with. A few months ago , Asad Heider was drumming about GLP1 price attrition and significantly cut obesity market size. .. gave emerging obesity challengers , such as $VKTX , terrible valuation. Now he exaggerates $LLY orfoglipron potential in obesity and emphasizes it over $50-70 B tirzepatide potential in 2026 . Orfor achieved 9.1 % placebo adjusted ITT wt loss in 72 Wks ( half what tirzepatide can do that’s much better tolerated ) .. these drugs have to work and be liked by customers to thrive. Let us wait and see

Same GS analyst who has been all over the place about obesity .. now excited about $LLY pipeline … He is very enthusiastic about Eloralentide and calling it non titration molecule which is not true and reflects superficial DD of GS analyst This guy still assigns $VKTX $30 PT with a pipeline that much better than eloralentide

イーロン・マスクの組織論が、シンプルだけど刺さる。 「テスラに貴族も平民もいない。全員が同じテーブルで飯を食う」 ・自分も製造ラインで働き、工場で寝泊まりした ・現場からトップ経営陣に上り詰めた社員が大勢いる ・GMには役員専用エレベーターがある。テスラには無い ・株を知らなかった現場の社員を、何人も億万長者にした なぜここまで響くのか、補足で👇

厚生労働省。「Teams」のチャット約750万件が消失し、復元できない状態に。運用委託先である東芝がシステム更改の作業中に誤設定

18 months after posting this tweet, the AI for science commentariat is still proclaiming the death of single-cell scaling laws on the basis of... {checks notes}... a model sweep ranging from 1 million to a whopping 10 million parameters. (but unlike 18 months ago, these proclamations now come wrapped in premium AI-written slop, giving them a glittering verisimilitude of rigor) left as an exercise for the reader: generalize from this example to a meta-update about how epistemically adversarial the scientific environment we're operating in is (for extra credit, partial out the effects of mood affiliation and status deferral)