Tracy

74 posts

Tracy

Tracy

@tracyzhbme

Boston, MA เข้าร่วม Eylül 2009
136 กำลังติดตาม44 ผู้ติดตาม
Tracy
Tracy@tracyzhbme·
wow, looking forward!
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Morgan Cheatham, MD
Morgan Cheatham, MD@morgancheatham·
think it’s safe to say that as a doctor, i’m more out of luck leaving my iPhone at home than my stethoscope
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Tracy
Tracy@tracyzhbme·
@statnews Agree. This is a much bigger setback for LNP delivered RNA therapeutics than people want to admit.
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STAT
STAT@statnews·
Earlier this week, Intellia paused two CRISPR gene-editing trials due to safety concerns. "It is now difficult to imagine a viable future for the biotech company," Adam Feuerstein writes. "Investors aren’t fully recognizing the magnitude of this setback." trib.al/4E9seSC
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Tracy
Tracy@tracyzhbme·
The latest NEJM publication reports strong Phase 3 results in China for #Telitacicept, a first-in-class dual inhibitor of #BLyS and #APRIL, in systemic lupus erythematosus (#SLE). 📊 Trial Highlights Primary Endpoint: 67.1% SRI-4 response at 52 weeks vs. 32.7% placebo (P<0.001). Steroid-Sparing: 44.9% achieved ≤7.5 mg/day or ≥25% dose reduction. Safety: Mostly mild-to-moderate AEs; manageable infection risk. 💡 This Is Big for @VorBio Exclusive Rights: @VorBio now holds U.S. and ex-China global rights for #Telitacicept under a $125M deal with @RemeGen, with milestones >$4B and tiered royalties. Market Opportunity: U.S. SLE prevalence ~200K patients; biologics adoption growing. Potential expansion into gMG and RA (approved in China) could unlock multi-billion-dollar revenue streams. Strategic Fit: Vor Bio’s expertise in immune modulation and cell engineering positions it to accelerate development and maximize commercial success. 📖 Read the NEJM article: nejm.org/doi/full/10.10… 👉 Could Telitacicept redefine the standard of care for SLE and beyond? #Autoimmune #SLE #Biologics #VorBio #Telitacicept #NEJM #ClinicalTrials #Innovation #Healthcare
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Tracy
Tracy@tracyzhbme·
@BioProtocol 30% overhead is still significant, but I guess better than current academic institutes
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Bio Protocol
Bio Protocol@BioProtocol·
How Bio works in a nutshell 🧪 Send this to your normie friends.
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Tracy
Tracy@tracyzhbme·
Dan and his family have done so much to push forward the field of research and clinical trials for FSHD. It is a huge loss to the community.
Muscular Dystrophy Association@MDAorg

We join our colleagues at the @FSHDSociety & the neuromuscular community in mourning the loss of Daniel Perez, co-founder of the FSHD Society. His vision & determination created a powerful movement that has driven research forward & united countless families living with FSHD.

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Brian Armstrong
Brian Armstrong@brian_armstrong·
x402 + @Google just unlocked a new level for AI agents. Agents can actually pay each other now, with x402 powering the stablecoin rail inside Google’s new Agentic Payments Protocol (AP2). Really cool.
Brian Armstrong tweet media
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Tracy รีทวีตแล้ว
CyberCat
CyberCat@CyberCatX·
🔥 $LMND 1年翻3倍,但长期投资的红利才刚刚开始,10倍是我的bear case: 很多人可能没有意识到 $LMND 只是一个成立了的10年的年轻公司。这些年私营公司从成立到IPO的平均年限是9-14年,与众多仍然躲在VC/PE襁褓中的公司不同,Lemonade在5岁时就上市,早早的进入了社会磨练,经历了周期的检验。 $LMND 在2020年上市,经历了Covid,经历了加息/流动性紧缺周期,经历了通胀高赔付。真金不怕火炼,无数的痛苦与磨练让lemonade已经脱胎换骨成为了一个独当一面的少年,有着与其年龄不符的成熟:数据模型和AI基建成熟,现金流转正,明年即将盈利,我们已经要到了收获的季节。我认为lemonade 一定是AI应用赛道首先跑出来的几家公司。 非投资建议,短期的走势没人能预测,但是我个人认为长期投资 $LMND 的投资回报/风险比例是相当诱人的。目前的lemonade 只有4B的估值,市场终将醒来,长期投资者将享受到早期投资AI公司的丰厚回报。
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宝玉
宝玉@dotey·
在昨天 GPT-5 Codex 发布之前,我是推荐 Claude Code 的,不过经过我一天测试下来,以及社区的积极反馈,我现在推荐 GPT-5 Codex 为主,Claude Code 为辅,或者可以取消订阅。 GPT-5 Codex 的用量还可以,使用你的 ChatGPT Plus 订阅就可以用蛮久,具体我不太清楚。如果不够用就要升级 ChatGPT Pro,但是要 $200/月,如果你经常写代码可以考虑。 我现在主要的 AI 订阅是: ChatGPT Pro:$200 Claude Max x5: $100 Gemini Pro: $20 GitHub Copilot: $10 接下来会把 Claude 降级为 Claude Pro: $20 ,其余不变
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virushuo@virushuo

ai这个行业太残酷了,即使是顶级模型厂商用户忠诚度也几乎是0。肉眼可见的大批Claude code的用户几乎在一天内就转投了codex。但是别着急,Gemini3马上就来了。。。。

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Tracy
Tracy@tracyzhbme·
@dotey AI届太卷了! 消费者很爽
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