Merlin_Asset

“Always Be Learning” - Tweets are not recommendation. Do your own due diligence. Sector and Market Cap Agnostic

[Merlin_Asset @Merlin_Asset]

This is the exact issue with AI Drug Discovery. They still have to “operate at the speed of life”. It still takes years to run a clinical trial. $XBI $LLY

[BiotechTV @BiotechTV]

Will AI cure all diseases over the next decade? We asked @BenjamineYLiu.

[Le Shrub🌳 @agnostoxxx]

Ok let me get this straight:

- The most charismatic CEO in AI, who happens to be an open source proponent (which is obviously bad for Frontier models), gets ousted because of “surprise” leaks about his affair(s)

- Microsoft suffers a global outage, just a few days after Anthropic unveils an Office competitor

- just as Anthropic is about to IPO

… and none of you think this is weird at all?!!

The Golden Age of Rift ™️ is upon us

[Merlin_Asset @Merlin_Asset]

@BenRabidoux @LenaMetlegeDiab @MarkJCarney It’s such a joke Ben. Yet the same people will continue to keep voting for these idiots. The people that keep their wages down and their stand living declining.

Immigration is a material issue. I do wonder if they open up the taps again, will it be the last straw for them?

[Merlin_Asset @Merlin_Asset]

Altius Minerals to Acquire TNR Gold in C$122 Million Cash

The deal represents an implied consideration of about C$0.48 per TNR share, a 60% premium to the stock's closing price on Tuesday, which is listed on the TSX Venture Exchange

Congrats @YellowLabLife on surfacing the value.

[Merlin_Asset @Merlin_Asset]

Mirum $MIRM brelovitug in hepatitis delta. Second Phase 3 win in two months.

AZURE-4 at week 24:
300 mg weekly: 59% hit the combined endpoint
900 mg monthly: 44%
Delayed-treatment arm: 0%

The real story is the 108-week data in cirrhosis patients, with 100% virologic response and 100% ALT normalization (only 15 patients).

Half of these patients are cirrhotic and there's no approved HDV drug in the US. BLA is planned for H1 2027, and Vir is chasing the same market.

[Under Secretary of State Jacob S. Helberg @UnderSecE]

For the first time in decades, America is about to start refining raw tin at scale. A first-of-its-kind plant in Henry County, Virginia, is set to begin production in 2027. A new deal secures its supply: up to 3,600 metric tons a year from the Democratic Republic of the Congo. Tin holds together the circuit boards in your phone, your car, and our defense systems. American workers will now smelt Congolese tin in the United States, creating jobs on both sides of the Atlantic. That is Pax Silica and the U.S.-DRC Strategic Partnership Agreement at work.

https://t.co/mpImeABCjU

[Merlin_Asset @Merlin_Asset]

Anthropic $ANT Retracts IPO Filing Details, Citing Inaccuracy: Rtrs

https://t.co/mRkbsx3FS3

[Merlin_Asset @Merlin_Asset]

Faeth Thera $FTH printed "positive" Phase 2 data this morning. Stock went from +18% to -22% premarket.

Headline: 33% confirmed response (12/36). 44% in PIK3CA-mutant (7/16).

Fine print: single-arm, no control. And 64% grade 3+ treatment-related side effects, under a release that says "generally well tolerated."

Next up: they want a Phase 3. The market already voted on the toxicity given it finished down 42%.

[Merlin_Asset @Merlin_Asset]

Zura Bio $ZURA down ~68% premarket after tibulizumab missed its Phase 2 in hidradenitis suppurativa.

AN count reduction at week 16:
300 mg: 56.0%
150 mg: 58.1%
Placebo: 52.5%

That's the story. The drug didn't fail to move patients. Placebo moved them almost as much.

HS keeps punishing trials with huge placebo responses. If you can't separate signal from noise in who responds, you need a bigger trial or a smarter one.

[Ron Butler @ronmortgageguy]

Important Fact About Sam Cooper: The Liberal Government & All Liberal Operatives HATE SAM

For the last 15 Years the Liberal Establishment has insisted everything Sam publishes is untrue or distorted

But in the end, this is what we learn about Sam' work:

EVERY WORD IS TRUE

[Merlin_Asset @Merlin_Asset]

This is mind blowing to me……TIA though.

This is Africa. #gold

[RTVisual @RT_Visual_on_X]

AFRICA ‘PREMIUM GOLD’ seller shows off his operation on INSTAGRAM

Workers form HUMAN CONVEYOR BELT, passing material DOZENS OF METERS through mine

[Merlin_Asset @Merlin_Asset]

Servier’s $1.55B bet for Edgewise's sevasemten just backfired.

This week the 175-patient, 18-month Becker muscular dystrophy pivotal missed its primary endpoint and every secondary.

A biomarker win isn't a functional win. $EWTX

The warning was in the Phase 2. It won on a biomarker (creatine kinase) but never hit significance on the same functional scale the pivotal used.

[Merlin_Asset @Merlin_Asset]

Stop the GLP-1 and the weight comes back. Gan & Lee's GRADUAL-3 just put a number on it.

After a year on bofanglutide, patients switched to placebo regained 8.52% in 24 weeks. Patients kept on one shot a month held flat.

Obesity is turning into a maintenance business. $XBI

https://t.co/aG7ns1xCTX

[Merlin_Asset @Merlin_Asset]

“Investment is flowing to the problems that are easiest to solve, not the problems that are most important,” Devereson said.

This is exactly why so much money is flowing into Drug Discovery. Not in helping understand a sponsors own read outs. $XBI $AIAI.TO

https://t.co/tqyeDAheRl

[Merlin_Asset @Merlin_Asset]

Alphabet $GOOG Isomorphic Labs is in talks to raise roughly $5 billion in new funds to support its efforts to use AI for drug discovery.

I don’t get all the money tossed at drug discovery. There isn’t a lack of molecules. Development is the issue.

$XBI $MRK $PFE $BMY

[Merlin_Asset @Merlin_Asset]

@Megatron_ron Pretty disgusting which ever country is behind this……..

[Merlin_Asset @Merlin_Asset]

Everyone is always chasing the same trade.

Same underlying bet on the AI narrative, liquidity, and risk appetite. When that cracked, correlations went to 1 and “diversification” was just a story.

[Merlin_Asset @Merlin_Asset]

ADNOC's Al Jaber at ADIPEC today: nearly 1 billion barrels drained from global inventories since Hormuz was disrupted.

Shipping and logistics went from under 5% of a barrel's cost to over 30%.

The oil price isn't the story. Getting it delivered is. Can’t keep hitting tankers.

[Merlin_Asset @Merlin_Asset]

FDA approved $INO's Voceryq Friday. First DNA medicine approved in the US.

Single-arm, 32 patients. 7 of 26 needed zero surgeries for a year. 27%. Confirmatory study runs to 2031.

The real question: what do those 7 have in common? $XBI $AIAI.TO