Raiders Supporter

[Minhua Chu @chuminhua432]

🇨🇳Innovent’s CLDN18.2 ADC IBI343 (TAK‑921) hits primary endpoint in Phase 3. https://t.co/P8jb0f5JJl

G‑HOPE‑001 met PFS at interim analysis in 3L CLDN18.2+ G/GEJ cancer across China & Japan.

Accroding to Innovent, IBI343 is now the first CLDN18.2 ADC globally submitted for regulatory review (priority review in China).

OS data pending; full results to follow at future conferences.

The asset is part of Innovent’s $1.2B upfront + up to $10.2B milestone deal with $TAK.

[Samuel Hume @DrSamuelBHume]

Daraxonrasib quite rightly stole the show at ASCO, but there were lots of data on innovative approaches in pancreatic cancer

To highlight some others

First, this combination therapy: a PD1/CTLA4 bispecific + multikinase inhibitor + chemotherapy (4 complete responses, 76% objective response rate)

[Raiders Supporter @RaidersFC2002]

@fredsoda Tokens will be commodotized at some point. Generally the higher margins are the IP but AI development will minimize IP advantages over time. Society heading to a forced restructuring economically.

[Raiders Supporter @RaidersFC2002]

Bagholders being created. Man that crash is going to be nasty

[Zephyr @zephyr_z9]

So Meta, Google, Anthropic, SpaceX, and OpenAI will raise around $350B-$400B from the public markets in the next 9-12 months
At this rate, Amazon & Microsoft will join the party too
We might even see $550B-$600B raised from the public markets

[Interesting Engineering @IntEngineering]

Namibia's InnoVent Diaz wind farm validates a crane-free turbine deployment method. https://t.co/U3BIEgKACd

[Raiders Supporter @RaidersFC2002]

IPO for Anthropic and OpenAI will include govt purchases it seems. A financial disaster is looming

[unusual_whales @unusual_whales]

BREAKING: Trump administration is discussing a possible government stake in OpenAI, per CNBC

[Raiders Supporter @RaidersFC2002]

Holding well with $ZETA. Compared to the run up this selloff is nothing. A lot of shorts and put buyers will be coming tho thinking this is the pop. Very short sighted.

[The Kobeissi Letter @KobeissiLetter]

You don’t see this very often.

The Nasdaq 100 is quite literally moving in a straight-line lower.

Now down -4.5%, on track for its biggest daily loss of 2026.

[Shay Boloor @StockSavvyShay]

$META is down nearly 7% after reportedly considering a stock offering worth tens of billions to fund its AI infrastructure buildout.

[Wall St Engine @wallstengine]

$META is considering raising tens of billions of dollars through a stock offering to fund AI infrastructure, per FT.

The discussions intensified after Alphabet’s $85B equity raise saw strong investor demand. Meta is preparing to raise AI-related CapEx to as much as $145B this year and even higher in 2027.

No banks have been hired yet, and Meta may still choose another financing route.

[Raiders Supporter @RaidersFC2002]

Bears leaving to Indiana. Liberals are about to experience the decline in their cities when capital concentrates to data center cluster states and locations.

[Adam Schefter @AdamSchefter]

The Bears’ Board of Directors voted Thursday to advance the stadium development in Hammond, Indiana, with the exact to be selected. This is this first time that the Bears’ board has voted on any stadium site.

As one source said, “There is more work to do but barring anything very strange, it’s a done deal.”

[Flippie | Stock Analysis @FlippieFinance]

Morgan Stanley after the most generational pump and dump of all time

[Mindset for Money @Mindset4Money_X]

“How about we just make shit up and sell it to retards”

[Raiders Supporter @RaidersFC2002]

All $ZETA. The math is clear for revenue and EBIDTA by 2028. Done with speculative bios as of now

[China Science @ChinaScience]

Rocbrutinib, a new targeted anti-cancer drug, received marketing approval on Thursday from China's National Medical Products Administration (NMPA). This revolutionary drug offers new treatment opportunities for lymphoma patients who have developed resistance to other drugs.

This oral drug can block the survival switch of cancer cells and induce cancer cell death by binding to and inhibiting the target protein named BTK in cancer cells through two different modes. In particular, on the one hand, the drug can firmly bind to the normal target in an irreversible manner; on the other hand, even when the target has undergone multiple resistance-related mutations, the drug can still bind to and inhibit it, remaining effective for patients who have developed resistance.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: ETH extends its decline to -30% over the last month, now at the lowest level since April 2025.

[biohub @biohub]

Designing a protein binder used to mean years of lab experiments. ESMFold2 lets researchers run hundreds of thousands of designs computationally—then take only the most promising into the lab. We tested it across 5 targets in oncology and immunology. It worked.

Download the model and start building: https://t.co/odrOR3U1hj

[Raiders Supporter @RaidersFC2002]

@theshadowofbong Lol when the bubble pops and its a proliferation of cheaper AI models and bots due to deflation, I imagine it shouldn't be too hard to see lack of utility for personalities that can be outperformed by an AI agent.

[MoabTx @MoabTherapeutic]

Biotech is being rewritten by two forces: AI and Chinese biotech. The playbook that worked for the last two decades doesn’t anymore. The question of what's worth building has never been harder to answer.

Our take: the next era will be defined by companies that build in the places neither AI nor China can reach alone. We're sharing how we're thinking about it, and what we're building at Moab.

https://t.co/nOzECBKbD0