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Today, our partner, the UAE, was once again the target of a vicious missiles and drone attacks originating from Iran. I extend my full solidarity to @MohamedBinZayed, the people of the UAE, and our partners across the Middle East. These attacks are unacceptable and constitute a clear violation of sovereignty and international law. Security in the region has direct consequences for Europe. So we will keep working closely with our partners on de-escalation and diplomatic resolution, to bring an end to the Iranian regime’s brutal actions. Both against its neighbors and its own people.




Senior UAE official Reem Al Hashimy on Iran: Geography prevails… we’re going to have to live with each other. Nobody should control the Strait of Hormuz.

Why would IRGC asks merchant vessels to leave Mina Saqr - Ras Al Khaimah to go further south 🤔








Great news for pancreatic cancer.* RAS alterations are present in most cases. Daraxonrasib (RAS(ON) inhibitor) in Phase 3 previously treated PDAC: OS 13.2 vs 6.7 months. FDA submission planned. A potentially practice-changing result✅✅✅





Super awesome that one of the most respected active healthcare investors, Mike Rockefeller (Co-CIO at Woodline and formerly a top Citadel PM) started a podcast interviewing healthcare CEOs. When I was a PM, I would occasionally share group meetings with Mike, and I would just sit back with a bias to let him drive - he had great relationships with his management teams and was a skillful interviewer. I often learned more listening to his interactions with $PFE and $LLY than I would have if I butted in with my more basic questions to those companies (and I took notes on how he conducted his meetings to try to get better). Mike is a unique animal in that he knew his companies as deep/deeper than many LO/Tiger style investors, and was able to monetize that knowledge in a tight risk model at Citadel for many years. It is no surprise to me that Woodline has been successful. With the beauty of the hedge fund world’s growing embrace of social/YouTube, this alpha is now available to all of us for free. I recommend you listen & follow, mandatory watching if you are a healthcare investor, and thanks for doing this Mike. First session with Dave Ricks of $LLY youtu.be/aN-GJTt1y8k?si…


