Larry

@Mykalt45 This is fantastic. (Was looking up PTEN)

The paper shows widespread truncations in essential genes like BRCA1, TP53, PTEN, RAD51B and others. These aren’t rare events—they’re core drivers of instability, mutation accumulation, and loss of cellular fitness. Cells don’t remove them. They expand.

Attention $vitarna token holder: A new Nature paper analyzing 1,364 whole cancer genomes shows something striking: nonsense mutations are everywhere, silently shutting off critical proteins long before tumors appear. This is exactly the failure mode Artan-102 is designed to address. nature.com/articles/s4158… @vitadao @vitarnabio @Molecule_sci @BioProtocol

No connection to anything happening right now, I’m sure.

@AppleHelix @chillipickle7 Not as effective as Big Pharma experience. Literally hundreds of employees.

@chillipickle7 Just noting the coincidence. Seems like being affiliated with Arnold Ventures helps you get hired at the senior level

I'd like to see Makary removed (not least to lighten my $QURE bags)... but why does it matter if he and VP received grant funding from AV? I don't understand how this is controversial.

@RosyOverdrive I probably have post-Unrest something like this: 1. Air Miami-Me, Me, Me 2. Flin Flon-A Ok 3. Solo-Canada’s Green Highways

@lfholt no, but it seems like that's one I ought to add to the list based on everything else.

From yesterday: my 1998 listening log, featuring thoughts on albums from Bill Fox, Boards of Canada, The Cardigans, Monster Magnet, Trembling Blue Stars, The Detroit Cobras, R.L. Burnside, Madonna, Knapsack, Macha, Lyle Lovett, 764-Hero, Elliott and more: rosyoverdrive.com/2026/02/17/my-…

@XEng @nikitabier @elonmusk X search is only showing results for the past 3 months? It doesn’t seem to matter what I search for.

@XEng @nikitabier @elonmusk reliable search is so important, what’s happened?

.@nikitabier trying to use search for ‘people I follow’ It’s showing me people I don’t follow and that don’t even have the search term.

@KelbyLosackBRB I mean it’s worth reading for Don Gately alone.

What sold me on this was my boy JDO mentioning the plot involved wheelchair assassins and an intense tennis match. Not a single other person has ever talked about the story because they have never actually read it.

@BiotechCH 🛍️

@jfais20 Doesn’t even take training.

Biotech investors do this all the time- it's called confirmation bias 🫡

@KTLA @default_friend

A dolphin was captured catching some big air off the coast of Hawaii. 🐬 Read more: ktla.com/news/the-micha…

@SoundDobad Is this from 1998? 2038? Last week?

They needed feedback for lower memory usage and fewer crashes and blue screens

@jfais20 @PersimmonTI

@PersimmonTI Replace "greed" with "boring" 😎

$SNDX Syndax trading like something's up... This is one of those "boring" ones that are boring until they're not... Won't chase for more, here, but valuation not overstretched by any means. If the company is allowed to get there organically, of course.

@badinvestor99 @smithy05261244

$abvx One of the strongest signals coming out of management’s recent 1:1 investor meetings ( this has been well known for over we week !!! ) is the upcoming CCO (Chief Commercial Officer) hire, which will be formally announced Monday inside the FY 2025 earnings press release. This is textbook Eric Tokat. Back in his pre-JPM interview on Bio TV (the panel with Marc de Garidel), Eric Tokat from Centerview Partners laid out exactly this playbook for biotech CEOs negotiating with Big Pharma: When you’re in advanced discussions, the smartest move is to accelerate commercial build-out early. Hire top-tier commercial leadership, start putting launch infrastructure in place, and publicly demonstrate that you are fully prepared to commercialize the asset yourself if the deal terms aren’t right. Why does this work so well? Because it instantly flips the leverage. Potential acquirers realize you have a credible Plan B. That confidence usually forces them to come back with far more serious offers instead of trying to low-ball or drag their feet. Abivax management is executing this strategy to perfection right now: • They immediately denied the La Lettre exclusivity rumor and told the outlet to stop running with it • They’re bringing in a CCO well before the pivotal maintenance data readout (late Q2) • They’re already messaging a post-maintenance equity raise while keeping a bullish but disciplined tone on expectations • They’re deliberately “insulating” the company with real commercialization prep — just in case they decide to go it alone This is not the behavior of a company desperate to sell at any price. This is a sophisticated team strengthening its negotiating hand ahead of what could still turn into a competitive process once the rumored AstraZeneca exclusivity window closes on Monday (March 23). Add in Mondays expected clean DSMB update (90% of patients completed — biggest safety dataset yet) plus the cash runway confirmation, and Monday’s earnings release is shaping up as a very constructive catalyst for the story. At the end of the day, Abivax still sits with one of the highest-quality late-stage immunology assets out there — with multiple paths forward and real optionality. Management is playing this exactly right. Smart execution all around.

@DueDoctor Was browsing $1 names on finviz the other day, so many zombies. IPO market is heating up tho!

@lfholt Or those without strong science who don’t close shop and just take their Board duties as a joke

Most of Biotech is a scam

@DueDoctor 💯

@DueDoctor Even some of the companies with strong science have a disregard for investors.

@lfholt The volatility from positive results (phase two or three) shows that the market considers the sector guilty until proven innocent There are GREAT operators doing GREAT work but there’s also a ton of snake oil salesmen

@BOSSTRADING0 Does he know

$ALDX Director acquires about $100k at open market $XBI $IBB

Of course the millisecond I dump $ZURA it turns into Elon Musk’s personal rocket. 🚀 I swear my portfolio is just a liquidity event for smarter people. 🤓 Biggest L of 2025 so far. 🛍️ Retirement delayed to 2087. 🪦Never selling again (this is a cry for help). 🤡

@EricTheUmpire Circle of life.

$ABVX Trades up today because $AZN data room access ends today, so an offer could be forthcoming. Trades down Monday because they don't get bought on their earnings call because that never happens. Trades up later next week when someone makes a formal offer. (?)