Sun Park

SNU, Med

[Nature Reviews Drug Discovery @NatRevDrugDisc]

China has approved the first CAR-T therapy for a solid tumour, satri-cel, which targets claudin 18.2. Find out more about claudins as therapeutic targets in cancer in this recent comprehensive review
https://t.co/8TmtqHVkz9
https://t.co/H1LNjx8HvH

[dough @semodough]

MS $BMY, $MRK $PFE each have large, legacy franchise(s) that are either off patent
or will be going off patent later this decade, translating to $20bn+ in lost
revenue per company- more #Biotech M&A coming $XBI

[Healio Rheumatology @HealioRheum]

📢 “Especially in #lupus, IgG antibodies can be pathogenic,” Dr. Richard Furie @NorthwellHealth said at #EULAR2026.

#nipocalimab

Read the full story here👇

https://t.co/SKW0KqUh2W

[Bioinvestor24 @bioinvestor24]

The question how much of M&A wave in H2 2026 will be immunology vs oncology?
Both $PFE and $MRK and others hinted I&I ( $SYRE $IMVT ..) and everyone wants some oncology ( my core $TNGX $ERAS $MGNX $IMTX $CELC ..)
Also $JNJ Stance and even $MRK in obesity made it feel capitulation for $LLy ? According to $VKTX CEO BP approach him that publically declare no interest in obesity ? $JNJ CEO is known to bluff .. like his lack of interest in $PTGX which we know is not true. .
For sure $ABBV is not stopping at $APGE and its next deal likely bigger. According to even conservative CFO they are ready to leverage > 2 again.

For sure will be an interesting H2 ..

[AXSMarine @AXSMarine]

📢 Strait of Hormuz traffic sees its strongest daily rebound in two months against a backdrop of its largest AIS disruption.

🌍 Yesterday, we observed 25 verified commercial vessel crossings through the Strait of Hormuz.

📊 That is the highest single-day count since 18 April, which came during a brief reopening window following Iran’s announcement that the Strait was open to commercial traffic at the time. That window proved short-lived, making the 18 June count the strongest daily figure since that temporary surge.

📝 25 total transits is also more than five times the average daily level recorded during the first ten days of June.

📅 Pre-conflict commercial traffic through the Strait was around 110 crossings per day. Since the start of March, AXSMarine AIS-derived data has verified 846 individual crossings across Dry Bulk, Tankers, Gas Carriers and Container Ships for an average of 7.6 crossings per day.

ℹ️ The 18 June spike followed the signing of the US-Iran Memorandum of Understanding earlier this week, but came before today’s planned Switzerland talks were called off, adding further uncertainty to the reopening timeline.

🛰️ Furthermore, the rebound came amid the largest AIS signal disruption event we have observed in the Persian Gulf since the conflict began, with over 200 commercial vessels affected simultaneously by spoofing or abnormal AIS behaviour.

[Leandro @Invesquotes]

Tomorrow I will publish an in-depth report on the robotics industry

I'll explain...

1. My framework to understand the industry
2. The size of the opportunity
2. What players participate in each industry sub-segment
3. What sub-segments I like the most and why

See you then!

[World of Statistics @stats_feed]

☀️ Solar power generation by country

[Samuel Hume @DrSamuelBHume]

Beautiful chart: the collapse in cardiovascular mortality over the last 100 years

What happens when we add anti-lipoprotein(a), anti-IL6, anti-NLRP3, oral anti-PCSK9...?

[James Eagle @JamesEagle17]

Is this a financial hallucination? @elonmusk was not even in the world’s top ten richest people until 2020. Now he is the world’s first trillionaire.

It is absurd, but not fake.

This was not some slow, stately climb through the billionaire league table. Musk crashed into the top ten during Covid, rode the Tesla mania, fell back when markets turned, then launched into another universe as SpaceX was marked at a much higher valuation.

As others have pointed out to me, this wasn't luck. This was 24 years of SpaceX history being priced in by public markets, helped a bit by the addition of an AI business.

That is the story in this animation. These are shares, private valuations, collateral, market mood and a huge wager on the future, all compressed into one ridiculous number: $1.3 trillion as of today.

Once the financial system agrees to treat paper wealth as real, it becomes real enough. It can be borrowed against. It can be pledged. It can buy control, influence and time. It can decide which companies get funded, which technologies get built and which version of the future attracts capital.

That is the mad part. Musk’s fortune is both real and ridiculous at the same time.

Real, because markets, banks and investors have endorsed it.

Ridiculous, because a large part of it can move violently when sentiment changes, a rocket explodes, Tesla rerates, or investors decide the future is worth a different price.

This feels like a chart about modern wealth becoming stranger, faster and more detached from anything most people would recognise as money.

What do you think?

Music: Mr. C-137 by Basixx, Epidemic Sounds

[Bloomberg @business]

OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei were among tech bosses at a G7 working lunch on AI, as the US decision to restrict access to Anthropic's most advanced models causes tension among allies https://t.co/IfdWD2xPs3

[Samuel Hume @DrSamuelBHume]

Eli Lilly have a new, once-monthly GLP1/GIP agonist (Brenipatide) and they're running some fascinating trials with it

Smoking cessation, bipolar disorder, schizophrenia, opioid use disorder, depression, alcohol use disorder, and asthma

[Elon Musk @elonmusk]

Good interview

[Elon Musk @elonmusk]

Looking forward to taking our exciting partnership with Nvidia to the next-level

[CNN @CNN]

For years, Intel has been losing ground to Nvidia, AMD and Qualcomm in the chipmaker industry. But central processing units (CPUs) — chips that act as the brains of computers — are gaining attention because they are considered essential to the AI race, which has given Intel a lifeline. https://t.co/jRMiwX0yL5

[Elon Musk @elonmusk]

SpaceX was less than 10 people back then. We didn’t even have office furniture.

[Bloomberg @business]

Nvidia CEO Jensen Huang was spotted in Seoul Friday at a pork belly dinner with South Korean business leaders.

He told reporters that Nvidia would be "very, very busy" next year with the launch of four new products https://t.co/FAVV2a2poa

[Science Magazine @ScienceMagazine]

How animals sense Earth’s magnetic field is one of biology’s enduring mysteries.

Researchers in Science have now identified superparamagnetic macrophages in the livers of rock pigeons to be crucial for magnetic sensing.

The finding uncovers an unexpected role for immune cells in sensory perception and may fundamentally change our understanding of animal navigation.

Learn more: https://t.co/afMu07Io5l

[Max Crypto @MaxCrypto]

Crypto prices since Trump took office:

$BTC: -44%
$ETH: -49%
$XRP: -68%
$SOL: -77%
$DOGE: -79%
$AVAX: -82%
$ADA: -85%
$SUI: -86%
$ENA: -92%
$APT: -93%
$TRUMP: -97.7%
$MELANIA: -99.5%

Thank you, Mr. President.

[Elon Musk @elonmusk]

Glad they’re ok