オシリ
5.4K posts


@JoseRestonVA @InfoBreakout Jose you need to provide some context with your takes.
It’s always :
long xxx
Go meee
No
Tell us
English

@psyduckcapital @A_May_MD If you don’t have the patience you don’t deserve the reward. Japanese proverb.
English

@A_May_MD What‘s your view on the lack of catalysts in the coming months? $NKTR could slowly bleed as people look elsewhere for excitement
English

Finally, $SNY has discontinued their eczema drug, amlitelimab, over these safety concerns. Up until very recently they continued to assure us that it was still going to be a multi-billion dollar peak sales drug! Not happening.
Now it’s official - $NKTR has the chance to be the next new MoA to hit the atopic dermatitis market with Rezpeg. Definitely good news for $NKTR!
Adam May@A_May_MD
From the Yet Another Value Podcast last week: “Sanofi is still kind of being stubborn about it. I think another case of two of Kaposi’s sarcoma and they’re gonna can it as well.” Let’s see what $SNY does. $NKTR waiting to see!
English

One guy built Kimi K3 alone and made over $10,000,000 in a single month. Then he went on stage and told everyone exactly how he did it. Almost nobody pressed play.
The talk sits on YouTube, one engineer walking through the machinery under Kimi, the open models that quietly closed China's six-month gap to zero.
Minute 5 kills the data wall, he shows how a new optimizer turns 50 trillion tokens into the equivalent of 100 trillion, calls it "almost like magic," and means it.
Minute 17 is the part US labs would never publish, a linear attention design that beats full attention across short and long context while staying cheap at a million tokens.
Minute 23 is the swarm, reward functions for orchestrating up to 1,000 agents in parallel, including a term that catches sub-agents faking work they never finished.
Minute 25 he puts up a training curve, 30 trillion tokens with not a single loss spike, and calls it the most beautiful curve of his life.
Consultants charge $500 an hour to guess at this. The primary source is free and timestamped.
Everyone's arguing about the model. The blueprint has almost no views.
Dominique@0xDominiqq
English

@Getoutofmyway1 The Board of Directors would never approve. It’s worth 10 times that in two years.
English

@HowardBlowsNKTR In Japan we call
This “promoting your book” you will lose very bad. I’m sorry for your loss.
English

@Blake02016403 @adamfeuerstein That is where partnership will happen. $20B per year revenue and will outsell Dupixent.
English

@InfoBreakout @adamfeuerstein Its not a matter of understanding tregs its more of lacking the architecture of sales and marketing and the need to start from scratch that will obviously take some time
English

@Blake02016403 @adamfeuerstein 10 years will be too late. You don’t understand Treg. I worked in same building of Professor Sakaguchi who discover it. He win Nobel Prize.
English

@InfoBreakout @adamfeuerstein Maybe in 10 years assuming all indications are approved and they somehow get a large market share on a multiple sure
English

@HowardBlowsNKTR @adamfeuerstein In Japan we say : you stupidness to be short. Maybe translate not good. But you can change your mind. Big win coming.
English

@InfoBreakout @adamfeuerstein What a fool. Do you ever get tired of posting stupid shit? You are without a doubt a fucking moron.
English

Sold $NKTR today, little rougher than expected but that’s what happens in bio-tech.
Thoth Capital@ThothCapital
Sold $65 puts on $NKTR following the $APGE results. Thanks to @A_May_MD and @seedy19tron for giving the updates on the results.
English




