Simon L

Interested in the Biotech
&Pharma industry! #aging too. Occasional math(s). Not investment advice etc etc,

[Simon L @SnupSnus]

This thought by Tom Kirkwood probably makes a good &hopeful closing message #WhyWeAge2020.Should have tweeted it last.I think I tweeted a summary of what I found striking in all talks you can find them under the hastag #WhyWeAge2020, I have more pictures from the slides just ask!

[Simon L @SnupSnus]

#WhyWeAge2020 RT: Tom Kirkwood points out that we are not biological programmed for aging&not programmed to die - it's just that our repair mechanisms don't work well enough to maintain our bodies indefinitely. A very hopeful message!

[Simon L @SnupSnus]

@Lasermazer @1a3orn But are they bodies without organs maybe

[Emanuel Boeminghaus @E_Boeminghaus]

Horror! - Doppelknall in der deutschen Pharmabranche. Lilly halbiert Milliardenprojekt in Deutschland. Die Investitionskrise erreicht nun auch die Pharmabranche.

Wenige Stunden zuvor hatte bereits Boehringer Ingelheim öffentlich bekannt gegeben, 900 Millionen Euro nicht in Deutschland zu investieren. Dir Ursache läge in Berlin.

#Pharma #Investitionen #EliLilly #Industrie

Standort: Der US Pharmakonzern Eli Lilly plante ursprünglich Investitionen von 2,5 Milliarden US Dollar in Alzey. Am 3. Juni 2026 teilte das Unternehmen mit, dass der noch ausstehende Projektumfang um 50 Prozent reduziert werden soll.

Ursachen: Konzernchef Dave Ricks begründete die Entscheidung mit den gesundheitspolitischen Rahmenbedingungen in Deutschland. Im Handelsblatt erklärte er, Deutschland werde bei der Unterstützung der Branche auf den letzten Platz der europäischen Märkte zurückfallen.

Die Entscheidung ist ein weiteres Signal dafür, dass internationale Konzerne ihre Investitionen in Deutschland zunehmend kritisch bewerten.

Vielen Dank für den wichtigen Hinweis!

Quelle: https://t.co/aFMn6TLhHb / dpa AFX

https://t.co/texLBmk1nr

[Simon L @SnupSnus]

@2_wykipedia @tomieinlove wwwwww

[Simon L @SnupSnus]

@FidelisAurelius @avidresearch Transpired about $MYLS ? Please tell the royalty buyback and pharmakon deal don't seem so terrible

[Simon L @SnupSnus]

@viemccoy @parafactual "It's not like I'm using. It's like my body's developed this massive drug deficiency"

[Simon L @SnupSnus]

Over Al the $ABVX drama what happened to the $LNTH rumour(?)

[Simon L @SnupSnus]

@rezfszubagoly @hannibalspeaks What can I say I like my pitches like my homological algebra

[Simon L @SnupSnus]

@hannibalspeaks If they copy yours that's a good idea no 😉 ... your QTTB pitch (with the cavets) is the best 10x or taxloss pitch in a while, maybe I should look into that the dupi clone+royalty for acute disease too... And Anaptys much stronger than I thought when I read it first

[Simon L @SnupSnus]

Because of the Drexler Smalley debate? And because Smalley kinda "won" even though all the 90's kids how there is a secret way!

[netsky remix @iron_redux]

Why was nanotechnology such a big deal in the 2000s but it's totally forgotten now? Why is this?

[Przemek Chojecki | PC @prz_chojecki]

Main reasons why LLMs are bad at multi-layered abstraction-heavy domains like Langlands program:

> LLMs can come up with 1-2 tricks, they can't theory build in any significant way, and this kind of domain usually requires new methods/settings to begin with.

> Combinatorics and similar domains are definition-light, which makes it fully about the tricks. Arguments are usually short. Definition-heavy domains require juggling many layers of abstract concepts, and going from global (macro level of where we are in the proof, e.g. we want to prove an equivalence of categories) to local computations (e.g. computing cohomology groups of some ad hoc defined schemes) many times over, back and forth. This is a bit like Go in terms of making local plays that are useful globally, but here the board is basically infinite.

I've been thinking about how to overcome this with auto-research methods and it looks genuinely hard. You could solve it sometimes by throwing way more compute (context, Monte Carlo brute forcing attempts, AVO-style evolution, etc, etc), but this is definitely not the right solution. We need some new understanding here of what local-global, multi-layer problems involve.

[Simon L @SnupSnus]

$BBIO now below where it traded last November when longer Pfizer patent was on the cards but considering all the +ve updates

[Simon L @SnupSnus]

@kolnauhc Tla-1

[Simon L @SnupSnus]

@blackjirax At least it didn't do a Nogra!

[Simon L @SnupSnus]

@biogerontology I fell for this evil trick and did 30! Now I need more espresso

[Simon L @SnupSnus]

I gather from your tweets that $CELC disappointed too?

[Cliff Burgess @CburgesCliff]

@Lafe_Nelson Weinberg has a similar quote:

[Simon L @SnupSnus]

@Vulpescap @masonat7 "In the pipeline" hosted by science the search doesn't always work but there are tags nice bit of history

[Simon L @SnupSnus]

So Interesting that $NAMS didn't make the list if you do believe something is "fundamentally wrong" with CETP/and/or obi and short let's please hear your thesis (DM's open too!). If long how is this not gone by YE for 6B+ ?

[Dr. Rajiv Doodad @DoodadDoctor]

JPM's Mid-Year Buyside Survey asked biotech specialist & generalist hedge fund managers what their best SMID cap long/ short ideas were into the rest of 2026:

TOP LONGS: $ABVX, $XENE & $ORIC

TOP SHORTS: There was limited consensus on the short side, but $ERAS & $NMRA were the most common mentions.

[Simon L @SnupSnus]

Also missing is that these (not just Abby) are compared to the big IBD drugs but will actually launch against TLA-1 conspicuous absent from many of these cross trial comparison pictures

[Simon L @SnupSnus]

@given2tweet I think often missing in IBD discourse on here is that entyvio is #1 even though you can't see it on some efficacy comparisons because it so low. But can dose it for years and double dose it by halving shedule great results

[Simon L @SnupSnus]

@given2tweet I think often missing in IBD discourse on here is that entyvio is #1 even though you can't see it on some efficacy comparisons because it so low. But can dose it for years and double dose it by halving shedule great results

[Simon L @SnupSnus]

@psaibuhr H. Blum will die trying to kill that narrative
-let's see how it goes