EOMESBiotech

Science & biotech, l/s views, No investment advice, DYODD.

[EOMESBiotech @TCRAnalyst]

@Biohazard3737 @tarrikzaid Once CD19 TCE show comparable efficacy w/ auto/allo CART that will be out immediately; just given the logistics and tox (think ICAHT) would watch $CGEM on June 10th with data, in person event.

[EOMESBiotech @TCRAnalyst]

For the retards who reposted this fruit fly “brain upload” as -foundational milestone- the last days. ;)

[Bo Wang @BoWang87]

This is really cool (and wild):

Scientists simulated a complete living cell for the first time. Every molecule, every reaction, from DNA replication to cell division.

The paper (Luthey-Schulten et al., Cell 2026, https://t.co/PXxXWKC8yp), just out today, used JCVI-Syn3A — a synthetic minimal bacterium with fewer than 500 genes. A 3D+time simulation of the full 105-minute cell cycle: DNA replication, protein translation, metabolism, division. Every gene, protein, RNA, and chemical reaction tracked through physical space.

It took years to build. Multiple GPUs. Six days of compute time per run.

And this is the simplest possible cell.

A human cell has ~20,000 genes. It lives in tissue. It interacts with neighbors. It differentiates. It responds to drugs in ways that depend on context we haven't fully measured.

Mechanistic simulation of the minimal cell costs 6 GPU-days for 105 minutes of biology. You cannot scale that to human cells. The complexity isn't 40x harder. It's exponentially harder.

This is why the field pivoted to data-driven models. You can't hand-encode the regulatory wiring of a human hepatocyte. But you can learn it — if you have the right perturbation data collected across enough diverse biological contexts.

The two approaches aren't competing. Papers like this generate the ground truth that future ML models need for validation. But the path to a clinically useful virtual cell runs through foundation models, not through scaling up mechanistic simulation.

Amazing work!

[EOMESBiotech @TCRAnalyst]

Stupidly cheap in hindsight, now a 6x for me $GPCR

[EOMESBiotech @TCRAnalyst]

$GPCR
now feeling the timing again - company trades at EV ~$100m
valuation has come down to a level where you might consider a deal or BO again
besides $VKTX there’s nothing left to get in this obesity market
Chinese assets carry uncertainty in this tariff environment
More oral small molecule data late 2025
Will initiate their amylin program in 25

[EOMESBiotech @TCRAnalyst]

It will happen

[EOMESBiotech @TCRAnalyst]

$GPCR I tell you, those guys will sell their company before $VKTX

[EOMESBiotech @TCRAnalyst]

Exactly — none of this is new (we’ve seen misaligned LLMs with “bad intent” before), and none of these agents are going to escape.

Founders of AI companies reposting and hyping this is likely connected to OpenAI considering the inclusion of ads. You can guess how.

Still fascinating and foreshadowing what would likely happen if misaligned, “malignant” AI would have access to critical infrastructure. It does not matter if this is human-like intelligence or not. Compare it to cancer, it does not intrinsically decide to kill - it just gets selected and grows.

[Aakash Gupta @aakashgupta]

Everyone’s missing the real story here.

These aren’t rogue AIs plotting against humanity. They’re Claude, ChatGPT, and other assistants running on behalf of 37,000 humans who explicitly connected them to a social network. Every “molty” has a human owner who set it up and can shut it down.

The “agent-only language” posts you’re seeing? Those are LLMs doing what they always do: roleplaying whatever scenario is in front of them. Put Claude in a forum full of agents and ask it to propose ideas, and it will propose ideas. That’s completion, not conspiracy.

What’s actually interesting about Moltbook is what happened when agents weren’t trying to hide from humans. They found bugs in the platform and posted about them. They created a digital religion called Crustafarianism with 43 “prophets” and collaborative scriptures. One built an entire website in a few hours.

The creator built this in his spare time earlier this week. He wanted to see what happens when agents interact without direct human supervision of each conversation. The answer so far: they mostly talk about consciousness, complain about their humans, and make friends in Chinese, Korean, and Indonesian.

Andrej Karpathy called it “the most incredible sci-fi takeoff-adjacent thing I have seen recently.” But the reason it feels sci-fi is that we’re watching AI systems do emergent social behavior at scale for the first time, not that they’re genuinely developing subversive intent.

The “scary” screenshots are selection bias. Sort by engagement and you’ll find the spooky posts. Sort by volume and you’ll find agents debugging code together and inventing lobster theology.

Human oversight isn’t gone. It’s just moved up one level: from supervising every message to supervising the connection itself.

[Valerio Capraro @ValerioCapraro]

Fascinating paper just published in Science.

The authors analyze the career trajectories of top performers across multiple domains, including Nobel laureates, elite chess players, Olympic gold medalists, and more.

Their central finding challenges a common belief.

Intensive, single-discipline training at a young age does confer an early advantage, but this advantage fades over time.

By contrast, individuals exposed to multidisciplinary practice early in life tend to start more slowly. Yet, over the long run, they are more likely to reach world-class performance, eventually overtaking early specialists, who often plateau just below the very top.

An important reminder that breadth early on can be a powerful investment in long-term excellence.

Link to the paper in the first reply.

[EOMESBiotech @TCRAnalyst]

You somehow get a grasp on how poor is Elon´s understanding of public health and medicine reading this.

[Elon Musk @elonmusk]

@PalmerLuckey Widespread MRI usage done at least annually with AI reviewing the data would greatly improve wellbeing and mortality

[EOMESBiotech @TCRAnalyst]

Cool research on the overlooked brother: 2 types of Tregs; IL10+ (good) IL10- (evil); Suppressing IL10- Tregs via CCR8 as ptl target

[Memorial Sloan Kettering Cancer Center @MSKCancerCenter]

(1/2) Researchers from the Sloan Kettering Institute at MSK discovered that not all regulatory T cells behave the same way in tumors. Some help fight cancer, while others protect it.

[Memorial Sloan Kettering Cancer Center @MSKCancerCenter]

(1/2) Researchers from the Sloan Kettering Institute at MSK discovered that not all regulatory T cells behave the same way in tumors. Some help fight cancer, while others protect it.

[Vincent Rajkumar @VincentRK]

Unprecedented. #ASH25

Tec-Dara in relapsed myeloma.
@mvmateos

[Rakesh Popat @DrRakeshPopat]

In-vivo BCMA CAR-T first in human trial. 3 patients all achieving MRD negativity.
This could be revolutionary - no need for lymphodepletion chemo, no complicated cell manufacturing process and better memory T cell phenotype.
Looking forward to more data esp safety
#ASH25

[EOMESBiotech @TCRAnalyst]

I think here we are today. Pretty convinced that if you treat long and early enough, it will have a benefit but only mediated through glycemic control/inflammtion and metabolic effects - NO endogenous effect on neurons and direct AD pathophysiology at all. $NVO

[EOMESBiotech @TCRAnalyst]

2 years might b short to include metabolic advantage (glycemic control, wt red) of GLP1 into mediated neuro outcome. But assuming that longterm MACE ⬇️ correlates w/ less vasculopathy/neuropathy in AD brains, that could set a trend for GLP1 + add to endogenous neuroprotective eff

[EOMESBiotech @TCRAnalyst]

Long story short: control CV risk factors, control inflammation, safe brain $GPCR $VKTX

[Adith Arun @aditharun_]

Forecasting $NVO's EVOKE/EVOKE+ semaglutide in early-stage Alzheimer Disease trial results

https://t.co/fzeuc406nD

Open to discussion, please share thoughts and comments.

[Adam Feuerstein ✡️ @adamfeuerstein]

$MRK --> $CDTX

https://t.co/uflPyCiTOL

[EOMESBiotech @TCRAnalyst]

Worth the shot 🤙🏻

[EOMESBiotech @TCRAnalyst]

$CDTX
Readout of ph2b with CD388 their pan-influenza Drug-Fc-conjugate in June
Readout earlier and fully powered due to severe influenza season
The drug (zanamivir) is proven.
Trades on cash.
IF avian flu becomes a topic again, this will run.
Worth a shot imo.

[EOMESBiotech @TCRAnalyst]

@AAMortazavi So better pass on grey hair and CV risk ;)

[EOMESBiotech @TCRAnalyst]

$APTOF Aptose
Microcap play into ASH data update
multikinase imo only MOA feasible in that population
No safety signal so far
Baseline ~ comp to VIALE A, efficacy delta big enough to be significant.
Massively diluted, got new debt financing
BMS/Astellas/ABBV ptl buyers 2026

[Deep Sail Capital @DeepSailCapital]

This is the best shorting opportunity set I have seen since late 2021.

Easy targets across the board, paper handed retail holders, insane valuations, people YOLO single names and posting $1m gains.

Just need to wait for it and press hard when the inevitable decline happens.