Allocation & investment: mostly equities, FI, VC. Long of long -term cycles and underappreciated social themes. Food, Ag, geopolitics, shitposting
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@Karl_Schamotta@TheStalwart I thought that was just an aside he did for the video. Love that he put it in print 😂. Michael is getting delightfully unhinged. You love to see it
@PatrickHeizer They don't have additional room to push prices onto consumers like they did over previous years and they're pricing commodity/packaging inflation from the war. Their margin tailwind of pre 2025 is now a headwind. Walmart is very happy to grocery at negative margin to take share
@vividvoid Think this is only even a debate now now because it's downstream of the Trans bathroom hysteria. Folks have made a lot of political hay with that over the past years.
@StatisticUrban Think that actually might end up being his superpower as a mayor. He doesn't need to worry about his next gig. For some reason people always seem to think the NYC mayor's office to bigger and better things and it's literally one of the biggest political dead ends in our system.
I don't think it's time for $DIS to have a proper turnaround yet. They're still playing it too safe milking these franchises which never made them big returns. That being said...it's as cheap as it's been in the last decade and putting off a ton of fcf...might be time to nibble🐭
Ukrainian defense manufacturer Fire Point’s booth at the Eurosatory defense tradeshow today, playing footage of their drones hitting the Moscow Oil Refinery just hours prior.
If you had to put a post knicks championship/ hot girl summer premium on an NYC residential property for 2026 what would it be today, ballpark % range? I don't know what that number is, but it ain't 0%. Asking for a friend @GoodGuyGuaranty@rhunterh
@GoodGuyGuaranty@rhunterh We have some pretty unique cross currents right now to put it mildly. I'm usually pretty good at putting numbers on things but this is a genuine conundrum. We're in unprecedented territory here. Reverse 9/11 + socialist mayor=?
$qure $clpt
Hell yeah SUNG, he just said this drug works
The patients Sung treated, all in the early stages of Huntington disease, have now been followed for more than 4 years.
“All of my patients who were working full-time are still working full-time,” he said. “Generally, everyone is stable. That is not what we expect to see over this length of time in untreated Huntington disease.”
Victor Sung, MD, director of the Huntington’s Disease Clinic at the University of Alabama at Birmingham and a principal investigator in the trial, treated seven participants: Six received the high-dose infusion, and one initially had the sham procedure and later received AMT-130.
Sung said the FDA’s decision adds a significant hurdle, but the results he observed continue to reinforce his confidence in the treatment signal
“Families, researchers, and doctors have been waiting generations for a breakthrough,” said Sung, who serves on the steering committee for uniQure’s clinical program evaluating AMT-130. “This multiyear delay of a highly promising, progression-slowing treatment is a massive blow to patients who do not have time to wait.”
Sung described the treated group’s course as striking even without focusing on the 75% figure or the external comparator. The progression over 3 years, he said, was “closer to zero than it is to one point of progression.”
“We provided MHRA with the 3-year follow-up results,” Kapusta said. “They encouraged us to include those results as part of an application for a license.”
Sung said the possibility of approval outside the US raises difficult questions for patients and families, including whether some might travel for treatment if AMT-130 becomes available elsewhere first. Because the therapy requires specialized neurosurgical delivery and intraoperative MRI, broad access would take time even if it were approved.
“This is not going to go like wildfire,” Sung said. “It will go very slow because of the invasiveness of the procedure.”
Even with those constraints, Sung said, the patient community’s response to the FDA decision has been clear. “If I could summarize their stance, it has been ‘let us be the arbiter of our own risk tolerance,’” he said.
“I was literally riding a roller coaster when I found out that the trial data had been rejected,” he said. “There is something symbolic in that.”
@peter_mantas@Tim_Corr@biggercapital@Prof_Dollar@DesertDweller93@laurencurehd@Christina4HD
https://t.co/miGPLIy9Wf
@thepupil11 I think if anything you have people selling BTC to buy the IPOs. The BTC story is much less appealing than the tech utopian oligarchy we're being sold with the IPOs. BTC is a chameleon, its story changes over time. However it feels very off trend for now and PA confirms it imo.