On 25 October, eight people under 30 move into a house in Abu Dhabi.
They get 30 days.
By Day 30 each of them has to clear one bar: 1,000 real users, a signed mandate, or committed capital. Not a roadmap. Not a waitlist. Not a deck.
Why #AbuDhabi . Because the capital is already here, the regulator will take the meeting, and you can trade Asia in the morning and Europe in the afternoon without leaving the room. What's missing isn't money or rules. It's visible work. So we're making 30 days of it visible.
Every night at 22:00 GST the whole cohort goes on stream and says what they shipped and what broke. No edit. No retake. The bad nights go out too.
We cover the room, the workspace and the studio for the full 30 days. No tuition. No equity taken. You cover your flight and your food.
Nobody gets a demo day. On Day 30 you either launched or you didn't in public, with your name on it.
8 seats. Under 30. Abu Dhabi.
Applications close when the eighth seat fills.
On 25 October, eight people under 30 move into a house in Abu Dhabi.
They get 30 days.
By Day 30 each of them has to clear one bar: 1,000 real users, a signed mandate, or committed capital. Not a roadmap. Not a waitlist. Not a deck.
Why #AbuDhabi . Because the capital is already here, the regulator will take the meeting, and you can trade Asia in the morning and Europe in the afternoon without leaving the room. What's missing isn't money or rules. It's visible work. So we're making 30 days of it visible.
Every night at 22:00 GST the whole cohort goes on stream and says what they shipped and what broke. No edit. No retake. The bad nights go out too.
We cover the room, the workspace and the studio for the full 30 days. No tuition. No equity taken. You cover your flight and your food.
Nobody gets a demo day. On Day 30 you either launched or you didn't in public, with your name on it.
8 seats. Under 30. Abu Dhabi.
Applications close when the eighth seat fills.
On 25 October, eight people under 30 move into a house in Abu Dhabi.
They get 30 days.
By Day 30 each of them has to clear one bar: 1,000 real users, a signed mandate, or committed capital. Not a roadmap. Not a waitlist. Not a deck.
Why #AbuDhabi . Because the capital is already here, the regulator will take the meeting, and you can trade Asia in the morning and Europe in the afternoon without leaving the room. What's missing isn't money or rules. It's visible work. So we're making 30 days of it visible.
Every night at 22:00 GST the whole cohort goes on stream and says what they shipped and what broke. No edit. No retake. The bad nights go out too.
We cover the room, the workspace and the studio for the full 30 days. No tuition. No equity taken. You cover your flight and your food.
Nobody gets a demo day. On Day 30 you either launched or you didn't in public, with your name on it.
8 seats. Under 30. Abu Dhabi.
Applications close when the eighth seat fills.
@Novartis Net debt nearly DOUBLED in 6 months:
$21.9B → $39.4B
Total financial debt now ~$47B.
Debt-to-equity jumped to 1.12x.While free cash flow was only $8.9B, they spent:
• $15.3B on M&A
• $9.1B on dividends
• $3.1B on buybacks All this during their LARGEST patent cliff ever ($4B Entresto hit alone) and guidance for only low single digit sales growth + declining core profits.
The pressure is real. $NVS
From publicly available records and industry analyses on clinical trial design:
Protocol data show that scientists routinely collect 60-70 % secondary or exploratory data points that do not support the primary endpoint, regulatory filing, or label claim.
Only around 30 % of the total data volume functions as true primary or essential data.
These same public sources confirm that this imbalance is well known to inflate costs, lengthen timelines, increase query rates, and add unnecessary complexity to the dataset.
Publicly documented trial designs further reveal that #Novartis Phase 2/3 studies remain far from user friendly for patients and sites, even when a Principal Investigator is formally responsible.
The volume of non-core procedures and data capture requirements continues to drive participant and site burden.
Records also indicate that the operational plan of cleaning every single data point across such protocols is neither practical nor sustainable especially while the company faces a multi billion dollar patent cliff.
What is the actual primary versus secondary data split across the Novartis late-stage portfolio scheduled to read out in the next 24–36 months?
And what quantified reduction target, if any, has been set against that baseline for 2026–2027?
Had a quick query for @VasNarasimhan. He last posted in 2024, so not sure he would respond, but would be great to have him actively engaging on @X#Entresto Sales fell 50% in Q2 2026 to $1.18 billion.
The full year hit is expected to reach approximately $4 billion.
This is the largest patent expiry period in @Novartis history.
You have reaffirmed low single digit sales growth for 2026 and mid-term guidance that depends on the pipeline landing on time.
H2 2026 readouts (pelacarsen, remibrutinib, deldesiran and others) are now critical path. The operational reality underneath that guidance has not changed.
Phase 3 protocols now average 5.96 million data points.
Up to 32.5% of the patient level data in Phase 3 is non-core or non-essential.
Those non-core and non-essential procedures account for 25–30% of total participant and site burden.
In non-oncology trials, the figure reaches 40%.
Rising clinical trial costs rank as the number one challenge for 55% of global sponsors in the 2026 PPD Pulse survey.
45% of sponsors report that development timelines have lengthened versus two years ago.
Patient recruitment remains the second-highest ranked challenge. Average R&D cost per asset reached $2.67 billion in 2025.
Protocol complexity (endpoint count, eligibility criteria, procedure volume) has continued its two-decade upward trajectory.
These are not external market forces. They are controllable design choices that directly extend cycle time, inflate cost, and increase enrollment risk on the exact assets required to offset the Entresto cliff and deliver the growth you have guided.
@Novartis talks about AI transformation and operational excellence.
The data volume, the non-core percentage, and the enrollment performance of late stage protocols show the same structural problem that exists across large pharma.
The question is narrow and measurable:
What is the current average number of data points and the percentage of non core/non essential procedures across the Novartis Phase 2/3 portfolio that is scheduled to read out or launch in the next 24–36 months?
And what quantified reduction target, if any, has been set against that baseline for 2026–2027?
The financial exposure is already on the table.
The operational numbers that will determine whether the pipeline closes the gap are not.
Abu Dhabi is the place to build in finance and fintech. That’s why we’re bringing Vex House here a 30-day high-pressure execution sprint where up to 8 serious builders under 30 will live in a villa, ship real financial products, and deliver actual outcomes (users, revenue or capital) with daily public streams.
We’re looking for support to make the first cohort a success:
Amplification & reach partners (help us spread the word locally)
Monetary sponsors (to help cover operations)
Non-monetary sponsors (in-kind support, venue upgrades, tools, marketing)
Guest sponsors (mentors, speakers, or reviewers for our daily streams)
If you’re building in finance or fintech in Abu Dhabi and believe in execution over hype, let’s build Vex House together.
DM us or reply below. Apply for the program: https://t.co/NLHFiNEE7E
@VexHouseAD@LovinAbuDhabi@ADGlobalMarket@hub71ad
#VentureStudio #Privateequity #fintech #crypto #Buildinpublic #Abudhabi
Vex House is launching a 30-day high-pressure execution sprint in Abu Dhabi this August!
Up to 8 builders under 30 in fintech, crypto, VC/PE & trading will live together in a villa, ship real financial products, and deliver actual outcomes (users, revenue, or committed capital) by Day 30 with daily public streams for full accountability.
No demos, just execution. Accommodation covered. Launching 15 Aug 2026.
Apply now: https://t.co/NLHFiNEE7E
@VexHouseAD
Half the pretend VCs hyping Kimi K3 open weights don’t actually understand what it means. Open weights: the trained parameters are released publicly. You can download, run inference, and fine-tune it.
You won’t receive the original training data or the full recipe. It enables real customisation and local use, but still needs serious hardware and doesn’t magically kill closed frontier models or let anyone build better ones from scratch.