Dr Hugo MacDermott-Opeskin

@BussinBiotech @JacobPlieth What about @threadanddoc always makes me laugh

@JacobPlieth Biotwitter is something else man, you get Shkreli blowing up his account and almost crying on stream after shorting CAPR, Dirk posing topless after this WVE drawdown. Also, bingbingbom, pork, ESG, justkissmyRezpe all doing their own shticks.

TBF though, biotwitter hasn't been this funny for about two years.

The next OpenADMET blind challenge is about to launch. This one is will predict Pregnane-X Receptor (PXR) induction. PXR is a nuclear hormone receptor and master regulator of drug-metabolizing enzymes and transporters. This challenge comes with a PXR dataset of more than *11,000* compounds sourced from two Enamine libraries (Discovery Diversity 10 set and FDA Approved Drugs set) profiled through a rigorous multi-step assay flow reminiscent of an on-target drug discovery program.

@Muzzlebuster Lovely write up, thanks for sharing, tiny Typo MedPac -> WorkPac? medpace on the brain?

Calling all AI4Science Model builders! Announcing OpenADMET's 3rd Blind Challenge: Predicting PXR Induction We are releasing the largest self-consistent datasets on PXR induction and producing 110 new structures of PXR-ligand complexes. Details 👇 1/2

Diabolical work from the Australian Government's graphics team.

@seedy19tron @MultanSultans Congrats mate

BioX 🤝 Pakistan Cricket @MultanSultans added to the port #newsultans #newera

@Porter_and_Co Doesn’t make sense to cherry pick like this, no one gets it 100% right all the time. Berkshires record speaks for itself.

Fun OpenADMET data drop coming soon!

@A_May_MD The king 🤴

Ok, so I have finally gotten around to writing out my updated thoughts/thesis on $NKTR. Link in this post. I'm about as bullish on the stock now as I've ever been. The document is very long (sorry, but it's free...give me a break). I understand that most people won't read it all. So, if you're only going to read portions of it, don't miss the alopecia areata section. The market has marked this opportunity to zero and I am telling you...the market is wrong to do that. IMO this is a BIG opportunity for $NKTR, no matter how badly the market reacted to the recent data. Yes, IMO the market is getting the atopic dermatitis opportunity and valuation very wrong too, but some people are catching onto that by now...the AA opportunity is just totally (and wrongfully) abandoned. I also think the portion discussing "remittive" data after the AA section is also informative, and it speaks to a potentially massive upside catalyst that nobody is appropriately considering the magnitude of if it hits. Potentially paradigm shifting for one of the largest (if not the largest) indications in all of I&I...very big deal. I often write out long threads with slides and data accompanying my write up. I don't have the time to do that now, but please engage here with thoughts, questions, screenshots from the document, etc. Show me what parts of the thesis interest/excite you, what you don't understand, or even what you think is BS or stupid. It would be great to get some good discourse going on this opportunity, which I have to say I remain very excited about. (Obvious disclaimer here as in the document, yes, I am long and thus biased.) The link below is to the google doc. Totally free. No subscription, no email address, nothing...just a click on a link. docs.google.com/document/d/1gx…

@compound248 The fact that he doesn’t understand correlation != causation is yet another bit of evidence that you don’t have to be smart to be rich

Imagine thinking Warren Buffett could use “inside information” to make an investment he then holds for 40 years. Props to the Buff-dawg for getting away with it for so long.

@AndrewE_Dunn @endpts Ok where are the drugs

NEW: Isomorphic claims a "step-change improvement" over AlphaFold 3, releasing performance results with its drug design engine Lots to unpack — caveats and promises alike — in my latest for @endpts endpoints.news/isomorphic-cla…

@seedy19tron The 🐐 strikes again. Once again buying post data pre market was free money.

This $nktr data exceeds expectations. I’m not back on my desk yet , so full review may have to wait but the at an initial glance they should definitely be able to raise on this and the valuation should fall in line with its peers $apge $kymr $crvs

With the end of the OpenADMET Challenge comes the release of the full @expansionrx dataset. This is real-work ADMET data from a recently prosecuted series of drug discovery campaigns by Expansion Therapeutics on RNA mediated diseases. Don't sleep on it! huggingface.co/datasets/opena…

@threadanddoc My ancestors smiling down on me watching me join the ranks of past nektar bag holders 🫡

$NKTR ir.nektar.com/news-releases/… HOWARDDDDDDDDDDDDDDDDDDDDDDDDD

@0xdoug This must be a joke right

I understand the thesis that software stocks are cooked (not necessarily agree, but understand). What I don’t get is how the market can simultaneously price NVDA as the world’s most valuable company. Nvidia owns no fabs or physical infra. Their only edge is designing chips and the software on top of those chips. If Sonnet 5 is going to vibe code a better database than Snowflake, then why wouldn’t Opus 6 be able to replicate the IP cores and PHYS IP and Cuda software and make a better GPU than Nvidia?

@seedy19tron nektar seem to have PEGylated the buy button on people’s brokerage, hiding it from their thumbs.

• weekly commentary • hedge fund returns update • big no show news re Miami conferences Back to the old format since not many moves made this past week. $crvs -20% and $apge -15% on the shorts, saving the week for me since everything else has been weak. It’s been tough. $Lqda probably only other shining light. Puts for feb still jacked , market still expecting legal news imminently. I did cover $apge today to free up some margin. $crvs think itll settle high teens not sure what the next catalyst that drives the stock up is, esp now momentum and hype has died. I had a bad time shorting towards the back of 2025, but glad to be able to turn things around. I will say this though I found out recently that smart people added on the day of data, better to not be on the opposite side of their bets BUT for now I am right $nktr r/r is incredibly favourable here going into the readout and post $amgn OX40 news today. The narrative will shift and the cash concerns will be addressed imho. I think it could be time to start buying $wve $ptgx add more $cogt $ovid Q1 catalysts I’m bullish $cmps $nktr and bearish $goss $ctmx and $ocul (another one I got stick for but so far on the right side of sentiment) I wanna go back into $prax Edelman likes it even at these levels. I’m sad I didn’t short $pvla in the end. I think valuation shorts are back $inbx I’m going to start to press in Feb. Another co I’m going to start shorting is $mbx , the M&A hype seems to be dying across the board. BP don’t seem to want to pay up at these levels. $azn just bought 8 long acting peptides for the price of 1 $mbx $gpcr and $mbx both could be topping around here imho. $abvx is holding up a lot of my activity that I mentioned above in the market. I’m definitely oversized but confident that even if I do nothing this name alone can significantly increase my account value by the end of the year. PATIENCE Lastly, almost done with 2025 hedge fund returns. Still working on a few names , it’ll be the most complete list till date. Possibly over 60 hedge funds ranked top to bottom. Teaser: nearly half of the specialist funds underperformed the index $xbi . And there were some triple digit returns. AND a fund had negative 2025 returns too…. Lastly, $tern just dropped out from the Miami conferences .. watch this space could be a blockbuster M&A in AML space.

@srikosuri The “art” part of prior art.

Does getting a tattoo of a molecule count as public disclosure?

Anyone else out there vibe circuit-building?

@SGRodriques Add ChEMBL?

We're launching integrations for Kosmos today that allow it to access 80% of publicly available biology data. This means it can now find its own data to initiate projects, enrich its investigation with data from different modalities, and validate its findings in alternative datasets. We've seen runs where it will come up with a finding, try to replicate it in other datasets, fail, and then iterate on its hypothesis until it finds something more robust. In our blog post (link below), we describe how Kosmos was able to take a finding about TGFb signaling and the extracellular matrix in pancreatic cancer from bulk RNAseq and enrich it with further analysis in human clinical data and single cell data that it grabbed autonomously. This allowed it to come up with a plausible mechanism for its initial finding using other datasets, all without human intervention. In our testing so far, it seems like a very significant unlock. Read about it on our blog (link below), and try it on our website. Academics get three free runs per month. (It's also now way easier to try, since you don't have to have a dataset at hand to get Kosmos to do really interesting analysis.)

@srikosuri Dying 😂

😂