DoctorDueDiligence

Come for the memes, stay to learn and Investment Takes. 100+ Free articles, never charged one cent. NFA. Commentary. 🇺🇸🇺🇸🇺🇸

[DoctorDueDiligence @DueDoctor]

I literally don't even understand Incels, just find an overweight but beautiful face girl and inject her with Chinese peptides for 6 months you’ve got an 8/10

[DoctorDueDiligence @DueDoctor]

Jensen should not cheat on his wife

But if you can't see this is a coordinated attack campaign I don't know what to tell you

There's 2 powerful groups that's trying to take down Jensen RN

$NVDA

[*Walter Bloomberg @DeItaone]

$NVDA - *JENSEN HUANG SAID TO HAVE HAD RELATIONSHIP WITH NVIDIA EXEC:NYT

*HUANG SAID TO HAVE RELATIONSHIP WITH VP AT NVIDIA: NYT

[DoctorDueDiligence @DueDoctor]

@A_May_MD Plz sir more hype for my IPO

[DoctorDueDiligence @DueDoctor]

@g_shullenberger Why would he lie to us?

[DoctorDueDiligence @DueDoctor]

@GooseData BRB starting Kalshi / Polymarket

[DoctorDueDiligence @DueDoctor]

@AleaJactaEst612 @Biohazard3737

[DoctorDueDiligence @DueDoctor]

The issue isn't medicine, it's industrial policy and economic statecraft

If I make noodles. I pay $5 per noodles and my customers buy noodles at $5. I have a customer who says they will buy the noodles for $0.50 in another country.

Is that an important customer?

Now imagine that customer then with backing from their rich uncle and free family employees copies my recipe and hired my former employee.

Then they say hey can I sell my noodles in your country at $4.99?

What would be your response?

[DoctorDueDiligence @DueDoctor]

Honestly it's crazy to me that a VC is publicly admitting China is an adversary that can HARM the US

While simultaneously investing/building in China and advocating FOR China

Is there a word for that?

[Peter Kolchinsky @PeterKolchinsky]

Because our industry doesn’t matter enough to the US government for it to trigger a trade war over drug prices with China. China has powerful levers, like gallium, it can wiggle to send a signal.

So the idea is to start with a small country, especially one that can’t launch drugs in its own market. But otherwise, someday, yes it would be great for China to demonstrate a comparable (gdp/capita-ppp-adjusted) willingness to pay for medicines as the US. Interestingly, its commercial insurance sector is eager to step in and unlock that domestic consumption. No one outside of China sees it, but they have included insurance executives at their biotech conferences talking about their vision for covering lots of new medicines and encouraging hundreds of millions of Chinese to buy commercial insurance on top of their government plan.

I don’t see any such interest in Europe.

[DoctorDueDiligence @DueDoctor]

@biotechreadout It's a good start

[DoctorDueDiligence @DueDoctor]

Please bro just buy the IPO

[Fireside Alpha @firesidealpha]

Dario Amodei says cancer, Alzheimer’s, heart disease, and mental illness will be relics of the past in less than a decade, and that "we can create an age of miracles"

“You know, if today we look at things like cancer, Alzheimer’s, heart disease, mental illness, these will be relics of the past in, I think, less than a decade."

"And I believe that the company which gets the risks right will also be the company that has the license to operate that society trusts and society believes can build the benefits in the right way."

"I think if we do this right, we can create an age of miracles where humanity is able to solve problems that have eluded us for millennia."

"We have to make sure that all the risks, all the ways that things can go wrong with this technology, we very carefully address those risks as we bring the benefits, and as we have a viable business at the same time.”

[DoctorDueDiligence @DueDoctor]

@iskander @pharmabro0782 🙏🙏🙏

[DoctorDueDiligence @DueDoctor]

Has anyone tried using AI for 3D printing?

I don't have one because I didn't want to design/ clean up eg CAD but if I can one-shot it I want it

[Claude @claudeai]

During pre-release testing, Claude Fable 5.2 and Claude Mythos 5.2 worked on ambitious projects in many different fields. Here are a few.

From a one-paragraph prompt, Fable 5.2 designed three working electronic devices, including this home voice assistant hub.

[DoctorDueDiligence @DueDoctor]

ATTN: YOUNG Incels

Go join Young Republicans on your college campus

Take photos with several local politicians and post on Facebook (trust me it has to be Facebook)

You will be suddenly have Chinese women approach you

Hold out for a beautiful one they send mids at first

Feed her fake Intel

You're now a Patriot and got a GF

[DoctorDueDiligence @DueDoctor]

My main has passed this Alt

[DoctorDueDiligence @DueDoctor]

@Biohazard3737 @BlaseBio Check out 340B... https://t.co/RkkPPMuJW5

[DoctorDueDiligence @DueDoctor]

Mark, just go to war against PBMs and it will help a lot.

Then lobby for a law that requires all hospitals to publish pricing for insurance and cash. Then you can put your insurance in and see what would be billed and likely codes associated with X procedure.

The final part is about the 340B/"Non-profit" complex, but that's for another day.

[DoctorDueDiligence @DueDoctor]

@Pharma_Pro I have no issue with company vs company

My issue is company vs country

Economic Statecraft via Industrial Policy subsidizing at a loss for vitally specific industry

[DoctorDueDiligence @DueDoctor]

I too used to believe in free markets

Free markets means company vs company and no industrial policy aka Economic Statecraft

A company simply cannot compete against a country

There is no coincidence that the trillions China has thrown into dual use (civilian/military) industries to be both self efficient and a greater offensive threat - Made in China 2025 produced by McKinsey seen below

What I cannot stand for is IP theft, unfair reimbursement practices, American LPs funding our top Geopolitical Threat, subsidized competition, and treating PhDs like wage slaves.

These types of tactics are resulting in hiding products and science because if you reveal what you have they can beat you to clinic and possibly to market

The hard pill to swallow is that the Chinese Ethnostate is in fact better at things than the US, because they operate as an engineering state that has a feedback loop and very technocratic

Can the US succeed? Absolutely, but right now our own politicians are too busy focusing on what is different than what is in the interests of all Americans. I am trying to get them to align and speed up bureaucratic road blocks.

So if I can slow down the rise of a foreign adversary and prevent US funding that adversary I will

And I am

I am pushing policy that puts American workers first

That means I don’t want American VC dollars going to Chinese companies

That means I don’t want Medicare and Medicaid reimbursement to Chinese SPACs

That also means treating China the way China treats us, especially our tech sector they don’t respect our IP

So if there’s a better drug they develop, let’s make it a generic

I have seen countless industries devastated by unfair Chinese Industrial Policy - battery, solar, machining, API production

I don’t want the same to happen to American Biotech Workers

Lastly these VCs going to China have been underperforming the S&P500 so if they have a fiduciary duty they would close shop

"To err is human, but to persist in error is only the act of a fool" - Cicero

[Scott Gottlieb, MD 🇺🇸 @ScottGottliebMD]

New FDA guidance is a key step in support of efforts to maintain U.S. edge in development of drugs for cancer. Broadens clinical trial inclusion standards and opens the door to modern trials and fast conversion to Phase 2 studies of promising drugs
https://t.co/ck9XrapeMi

[DoctorDueDiligence @DueDoctor]

@PrestonWidmer SF Bros going to displace the Australians

Prices going up so locals can't go out as much

Going to have laptops in cafes

Have to hear about AGI

No where to escape, been my spot forever

Etc

[DoctorDueDiligence @DueDoctor]

End of an Era

[Colin McCarthy @US_Stormwatch]

The new @united nonstop from San Francisco to Sapporo, Japan, starting December 11, is going to be legendary for snow lovers.

It takes you to Hokkaido’s ski resorts, some of the snowiest on Earth, averaging 500–800+ inches of snow a year.

Cold Siberian air picks up moisture over the warmer Sea of Japan and dumps it on the mountains, creating a relentless powder machine.

[DoctorDueDiligence @DueDoctor]

@TTRAmyloid Blackrock CEO explains it better than me

[DoctorDueDiligence @DueDoctor]

When I'm listening to a bank investment call and the host can barely speak English

[DoctorDueDiligence @DueDoctor]

@US_Stormwatch @united @tjparker