Partnerships and CorpDev @Teladoc via 5+ yrs building @Livongo. Main Topics: Digital health, Teladoc / Livongo, startups, Duke basketball, NBA, odds & ends
Cheers, chills, and a standing ovation when RASolute 302 showed unprecedented survival on daraxonrasib for patients with progressive pancreatic cancer
Seldom do you sense you’re witnessing a historic moment in cancer care but this feels like ras targeting has arrived
#ASCO26
1/5
I'm a cardiologist. I've been telling you for months that GLP-1 drugs are rewriting medicine far beyond weight loss.
44% less depression. 47% less substance use disorder. 28.7% weight loss. 86% liver fat clearance.
Now add this.
Cleveland Clinic researchers are presenting data at ASCO next week — the biggest cancer conference in the world — showing that GLP-1 medications may cut cancer progression to metastatic disease by up to 50%.
12,112 patients. Seven obesity-related tumor types. Stages 1 through 3.
This class of drugs keeps getting bigger. And the old walls between metabolic medicine, cardiovascular medicine, and oncology keep coming down.
1/5
I'm a cardiologist. I've been telling you for months that GLP-1 drugs are rewriting medicine far beyond weight loss.
44% less depression. 47% less substance use disorder. 28.7% weight loss. 86% liver fat clearance.
Now add this.
Cleveland Clinic researchers are presenting data at ASCO next week — the biggest cancer conference in the world — showing that GLP-1 medications may cut cancer progression to metastatic disease by up to 50%.
12,112 patients. Seven obesity-related tumor types. Stages 1 through 3.
This class of drugs keeps getting bigger. And the old walls between metabolic medicine, cardiovascular medicine, and oncology keep coming down.
Jeff Bezos on why too many ideas can destroy a company, and the discipline that built Amazon's inventive edge:
"Jeff, you have enough ideas to destroy Amazon."
That's what senior executive Jeff Wilke told Bezos after just one year of working together.
Bezos was confused. He pushed back: "What do you mean?"
Wilke was a manufacturing expert. He explained it simply:
Every new idea Bezos released created a backlog. Work piling up, adding no value, creating distraction instead.
The fix wasn't to stop having ideas. It was to control when they came out:
"You have to release the work at the right rate that the organisation can accept it."
So @JeffBezos changed how he operated.
He started keeping lists, holding ideas back, and waiting until the organisation had the bandwidth to absorb them.
But then he flipped the problem entirely.
He asked: "How do I build an organisation that's ready for more ideas?"
His answer was structural: get the right senior team, give leaders real executive bandwidth, and build a company capable of running multiple bets at once.
And there's a benefit he didn't expect. Slowing down made the ideas themselves better:
"If you are releasing the ideas through time, it forces you to prioritise them better. You end up sharpening the ideas better."
The constraint becomes a filter. The ideas that survive the wait are the ones worth acting on.
The result? Faster execution, less distraction, and better ideas.
@BrandonKoretz@WolverineCorner As someone who watches most all the Duke games, Jay Bilas consistently overcompensates against Duke (vs. other announcers). Maybe or maybe not it was a goaltend, but on 50/50 calls, Jay takes the position against Duke ALL the time. Gets tiresome actually.
@wncaudill This should have been called a charge, but in the context of the game, I think it was a makeup for a horrible charge call earlier on what would have been a made basket and that involved the same player
Marc Andreessen: “The person who writes down the thing has tremendous power.”
“There are so few people who will just write down the thing.”
Source: @pmarca on How I Write with @david_perell
One of my favorite lessons I’ve learnt from working with smart people:
Action produces information. If you’re unsure of what to do, just do anything, even if it’s the wrong thing. This will give you information about what you should actually be doing.
Sounds simple on the surface - the hard part is making it part of your every day working process.
The potency of the GLP-1 drugs for weight loss keeps increasing. Retatrutide is a triple receptor agonist with no clearcut plateau. There are already quadruple receptors in the pipeline.
https://t.co/Y4ptCCbeFn
@daltonc Supporting infrastructure for industrial solar installs (not the commoditized panels). Other forms of energy are too slow to come online and backlogged. See Nextracker $NXT