Emily Goh Hoon Nee

Founder & CEO @ThreeSAssetMgmt @SteelkinPartners| SIAS Honorary Treasurer | Private equity & asset management | Governance, transparency & long-term value

[Emily Goh Hoon Nee @EGoh3SAM]

SEPTEMBER 1ST.
Most people view September as the end of Q3. Operators view it as the final 30-day window to position physical inventory before Q4 execution peaks.

In a market where idle cash gets eaten alive by inflation, real capital doesn't sit in low-velocity paper structures—it moves through direct physical asset arbitrage.
While primary global ports enforce massive bulk minimums, mid-sized commercial construction firms need fast, small-batch inventory on short notice without the public listing scams or administrative friction. We bridge that structural bottleneck through a gated, closed-marketplace model:

♦ Direct Physical Ownership: Every allocation is titled directly to you with serial-tagged units, purchase receipts, and designated yard locations.

♦ High-Velocity Liquidation: Inventory clears through a private commercial buyer network on tight turnover cycles.

♦ Built-In Downside Floor: Hard-asset backing with physical scrap steel floors and secondary job-site rental options.

Don't wait until October to position your capital for the final stretch of the year.

[Emily Goh Hoon Nee @EGoh3SAM]

Exactly right. You can't bully the bond vigilantes. The second political figures start begging for forced cuts, it's a clear signal that duration risk is biting hard. Great environment for picking off high-quality biotech balance sheets at forced discounts, but brutal for pre-revenue names relying on cheap paper.

[Emily Goh Hoon Nee @EGoh3SAM]

Classic structural mismatch. The NSA succeeded in insulating patients, but shifting the battleground to IDR without enforcing good-faith open negotiations created a predictable bottleneck. Until health plans face actual statutory penalties for lowballing early offer stages, IDR volume will remain elevated regardless of how hard Congress grills IDREs.

[Emily Goh Hoon Nee @EGoh3SAM]

@jselanikio @AbbottNews @Google Sensors are becoming commodities; context is the moat. Abbott selling hardware while partnering with big tech for the AI interpretation layer is the ultimate hedge. It lets them win on hardware volume while letting Google bear the burden of consumer engagement

[Emily Goh Hoon Nee @EGoh3SAM]

Classical biotech sympathy sell-off on $IONS. The market defaulted to 'class failure,' but the STAT breakdown captures the real nuance: $RARE was arguably the weakest molecule in the trio. If Ionis and Oak Hill can prove higher target engagement without off-target noise, this $RARE drawdown will look like a classic mispricing.

[Braden Kelley @innovate]

“Every scalable innovation begins not with a solution, but with deep curiosity and a relentless commitment to understanding human needs and market shifts.” -- Braden Kelley -- #innovation #inspiration -- 1,500+ FREE #quotes for your presentations at https://t.co/sYA7Ns7gnE

[Emily Goh Hoon Nee @EGoh3SAM]

Rest in peace, Dr. Eckstein. He was a giant of nucleic acid chemistry.

His Nucleic Acids and Molecular Biology volumes and Oligonucleotides and Analogues were foundational reading for anyone working on the physical chemistry of modified backbones. Those books bridged structural chemistry and biological function with unusual clarity.

Modern RNA therapeutics rest on the phosphorothioate chemistry he developed to answer basic questions about enzymes. Every approved siRNA and antisense oligonucleotide on the market today descends, in part, from that work.

A true titan. May he rest in peace.

[John Maraganore 🇺🇸🇬🇷🇺🇦 @JMaraganore]

Hearing today that Fritz Eckstein has passed at 92.

Fritz was one of the world’s top oligo chemists who pioneered the phosphorothioate modification used in virtually every RNA medicine.

R.I.P. Fritz! https://t.co/eWhXf8wKvA

[Emily Goh Hoon Nee @EGoh3SAM]

The biggest inefficiency in global trade isn't macro demand—it's mid-market access.

Large manufacturers enforce strict volume minimums that lock out mid-sized commercial buyers who need smaller inventory batches on short notice. That friction creates a massive, high-margin arbitrage opportunity for agile private capital.

By holding direct physical title to standardized assets with intrinsic scrap floors, you capture immediate retail markups while completely bypassing public market volatility.

HARD ASSETS • SHORT CYCLES • CLEAR DOWNSIDE PROTECTION.

[Emily Goh Hoon Nee @EGoh3SAM]

Spot on. Moving from G12C-specific inhibitors to a broad RAS(ON) tri-complex inhibitor is a true paradigm shift for NSCLC, but cross-trial enthusiasm needs to be tempered by the 54% Grade ≥3 AE rate in the broader dose-escalation cohort. Dosing discipline in Phase 3 will decide if this becomes a standard-of-care backbone.

[Emily Goh Hoon Nee @EGoh3SAM]

@BwieAktien 100%. The distinction between 'founder' and 'owner-operator' is constantly blurred. Ballmer negotiated meaningful equity skin-in-the-game early, and that aligned incentive structure is why he acted like an owner for decades. Real employee ownership fixes systemic misalignments.

[Emily Goh Hoon Nee @EGoh3SAM]

@Hall8Jack @YaKhmarMajnoon Exactly right to check the history log. One flagship site marking 'Active, not recruiting' in April isn't a fresh catalyst or a safety signal—it's standard batching. What actually matters is the 12-week expression and liver safety data across the full ~25-patient run.

[Emily Goh Hoon Nee @EGoh3SAM]

@BwieAktien Spot on. October 21st will be a crucial print for sentiment. If they continue executing on cloud backlog expansion while proving out Joule/BDC adoption, that rebound has plenty of room to run.

[Emily Goh Hoon Nee @EGoh3SAM]

That’s the exact load-bearing question for the entire model. Without proving that the alpha-DC1 pulse fundamentally rewrites epigenetic memory in endogenous bone marrow progenitors, you’re looking at a transient effector burst rather than a true systemic reboot. If SASP-driven STAT3 activity re-silences IRF8 after the infused cells die off, durability collapses into a chronic booster schedule.

[Emily Goh Hoon Nee @EGoh3SAM]

Exactly. Roche saw the writing on the wall with rugonersen early—open-label biomarker blips rarely survive sham-controlled Bayley-4 endpoints when the chemistry window is that tight. IONS collateral damage creates an interesting setup if ION582's MOE safety profile actually holds up in REVEAL

[Emily Goh Hoon Nee @EGoh3SAM]

The shift toward treating diabetes as a comprehensive cardiometabolic risk state—rather than just chasing glucose—is one of the biggest guideline wins in recent years. Great breakdown by @scottisaacsmd on how AACE’s 2026 algorithm operationalizes lipid targets in real-world clinic workflows

[Emily Goh Hoon Nee @EGoh3SAM]

@jselanikio @vitestro Huge milestone for Vitestro, but the real bottleneck shifts from vein-mapping tech to logistics: cold-chain maintenance, tube-labeling workflows, and liability outside controlled outpatient labs. If they solve ambient sample stability, retail diagnostics explodes

[Emily Goh Hoon Nee @EGoh3SAM]

@LynAldenContact The ultimate signal: Cramer officially calling a rate-cut freeze right when energy shocks hit the tape. Fiscal dominance constraints haven't vanished, but the short-term Inverse Cramer trade just got its strongest catalyst of the quarter.

[Emily Goh Hoon Nee @EGoh3SAM]

@BwieAktien Spot on. The €300 capital raise anchor created a massive overhead supply wall. When retail hype fades and institutional buyers are sitting on a −40% drawdown, every dead-cat bounce just gets used as an exit door until RFA or SATCOMBw 4 deliver actual numbers.