EOMESBiotech
1.6K posts

EOMESBiotech
@TCRAnalyst
Science & biotech, l/s views, No investment advice, DYODD.


$GPCR now feeling the timing again - company trades at EV ~$100m valuation has come down to a level where you might consider a deal or BO again besides $VKTX there’s nothing left to get in this obesity market Chinese assets carry uncertainty in this tariff environment More oral small molecule data late 2025 Will initiate their amylin program in 25

$GPCR I tell you, those guys will sell their company before $VKTX

Everyone’s missing the real story here. These aren’t rogue AIs plotting against humanity. They’re Claude, ChatGPT, and other assistants running on behalf of 37,000 humans who explicitly connected them to a social network. Every “molty” has a human owner who set it up and can shut it down. The “agent-only language” posts you’re seeing? Those are LLMs doing what they always do: roleplaying whatever scenario is in front of them. Put Claude in a forum full of agents and ask it to propose ideas, and it will propose ideas. That’s completion, not conspiracy. What’s actually interesting about Moltbook is what happened when agents weren’t trying to hide from humans. They found bugs in the platform and posted about them. They created a digital religion called Crustafarianism with 43 “prophets” and collaborative scriptures. One built an entire website in a few hours. The creator built this in his spare time earlier this week. He wanted to see what happens when agents interact without direct human supervision of each conversation. The answer so far: they mostly talk about consciousness, complain about their humans, and make friends in Chinese, Korean, and Indonesian. Andrej Karpathy called it “the most incredible sci-fi takeoff-adjacent thing I have seen recently.” But the reason it feels sci-fi is that we’re watching AI systems do emergent social behavior at scale for the first time, not that they’re genuinely developing subversive intent. The “scary” screenshots are selection bias. Sort by engagement and you’ll find the spooky posts. Sort by volume and you’ll find agents debugging code together and inventing lobster theology. Human oversight isn’t gone. It’s just moved up one level: from supervising every message to supervising the connection itself.



@PalmerLuckey Widespread MRI usage done at least annually with AI reviewing the data would greatly improve wellbeing and mortality

(1/2) Researchers from the Sloan Kettering Institute at MSK discovered that not all regulatory T cells behave the same way in tumors. Some help fight cancer, while others protect it.





2 years might b short to include metabolic advantage (glycemic control, wt red) of GLP1 into mediated neuro outcome. But assuming that longterm MACE ⬇️ correlates w/ less vasculopathy/neuropathy in AD brains, that could set a trend for GLP1 + add to endogenous neuroprotective eff

Forecasting $NVO's EVOKE/EVOKE+ semaglutide in early-stage Alzheimer Disease trial results aditharun.com/p/semaglutide-… Open to discussion, please share thoughts and comments.



This is crazy but I was thinking about @Sports_bios just this morning because he had posted about Altimmune and its MASH study in March. That was so typical of him -- forward thinking, smart, freely sharing ideas and perspectives. He was incredibly generous with his expertise. He loved to gossip and speculate about biotech stocks, particularly over DM. Man, we had so many crazy chats about Sarepta! Ha! I loved messaging with him and learned so much from him. Someone here said he was the GOAT of BioX and that's so true. It's odd to say about someone that I've never met in person, but he was such a presence. I miss him and will remember him fondly. We were lucky to have him as a central part of the BioX community. Today is a very sad day. I don't know if his family even knows how much he meant to us all, but if they see this, please know we miss him so much. My condolences...





