Dan Cohen

Trade biotech and semis | Co-founder of Lumacell (pharmacological activity monitoring for toxicology and companion dx applications)

[Dan Cohen @biosleuth]

53 a GB for HBM4 is absolute delusion, give me a break

[Jukan @jukan05]

“We expects the prices to increase to $53/GB in 2027, when Vera Rubin will be shipping in volume.”

Bernstein is very bullish on 2027 HBM4 pricing. LFG!!!

[Dan Cohen @biosleuth]

@SPXTrades

[Dan Cohen @biosleuth]

Absolute loser mindset on full display here.

[Jason Locasale @LocasaleLab]

After decades of work and billions of dollars, this is what passes for a revolution in cancer research.

This drug is being hyped to no end on social media. At the oncology conference, there is a standing ovation from a crowd of 40,000 doctors and industry people celebrating it as a major breakthrough and the defining achievements of cancer research over the last decade. The scientists behind it will win a Nobel Prize.

What exactly is the achievement?

A drug that extends life by six months in less than 10% of cancer patients.

The cumulative R&D costs run into the billions of dollars. The drug is not a cure and pancreatic cancer mortality does not change. Resistance develops and more drugs need to be developed. When those drugs are hailed as breakthroughs, resistance develops again. Everyone in the industry knows this approach does not scale as a durable solution.

It is not a cure for cancer.

This work follows a narrow line of thinking based on oncogene theories that has consumed enormous amounts of federal funding and biotech R&D for four decades. At the same time, environmental factors, prevention, detection, the root causes of cancer, tumor evolution, diet, exercise, and many other areas of cancer research were neglected.

Any criticism of this model is immediately met by a coalition of interests invested in preserving it. Academic researchers, pharmaceutical companies, investors, journals, science media, professional societies, consultants, patient advocacy groups who have been told there is no other way, and online activists all have incentives tied to the existing model.

Critics are accused of attacking patients, opposing progress, or undermining science itself. Cancer patients become shields in a bigger issue that is really about the performance of the cancer research enterprise.

After decades of effort and billions of dollars, this is what the cancer establishment is giving itself a standing ovation for.

[Dan Cohen @biosleuth]

@PTarantinoMD Drugs that start with "Dara" are absolute game changers for some reason, first Daratumumab in heme, now Daraxonrasib

[Dan Cohen @biosleuth]

@oakazaki Apparently VERVE-102 is a mRNA delivered with a GalNAc conjugated LNP...

The irony is insane.

[Dan Cohen @biosleuth]

@Peter_1_1 @MartinShkreli @0xMasonH Bro are you really arguing that statins have a worse safety profile than gene therapy

[Dan Cohen @biosleuth]

@AuclairsDad Who the what now puts

[Dan Cohen @biosleuth]

@Biomaven @parmita Look at the original priority date on the filing March 20, 2006

[Dan Cohen @biosleuth]

@AuclairsDad So what if its a bubble, you never ever short into a bubble, early is the same as wrong with that.

[Dan Cohen @biosleuth]

@pemulisking He was on loan

[Dan Cohen @biosleuth]

@LongTplexTrader Good choice for a rough week

[Dan Cohen @biosleuth]

@AuclairsDad 4.7 on claude is noticeably more shit than 4.6, you can still use the latter... for now.

[Dan Cohen @biosleuth]

@DeepDishEnjoyer Looks normal

[Dan Cohen @biosleuth]

@drug_smolecules Its the age old correlation isnt causation.

Lp(a) reminds me of amyloid plaque in alz in this regard, its a response to damage.

[Dan Cohen @biosleuth]

@HunterOfCheetos Pretty sure the bears would love 5235.50 ES

[Dan Cohen @biosleuth]

"I don't like things that make a sucker out of people."

So about Clayton Homes....

[Kevin Carpenter @kejca]

Warren Buffett: "[Gambling] is a tax on stupidity."

"Rich people love [legalized gambling] because they don't have to pay. To the extent that states raise money from people who the dollar really means something to them, it actually relieves the taxes on me or other rich people. It's not direct, but it's the net effect."

"I don't like things that make a sucker out of people. I don't think the function of the government is to play its people for suckers."

[Dan Cohen @biosleuth]

Just a thought here

... but maaaaaybe next time dont annihilate the entire leadership in an opening salvo

[Dan Cohen @biosleuth]

@TicTocTick No not exactly

[Dan Cohen @biosleuth]

Like $USAR's plan is to use heap leaching on round top since overall ree concentration is low, but its found in rhyolyte not carbonatite so that made it possibly viable.

Now thats out the windows if sulfur prices spike. You need sulfuric acid to do heap leaching.

[Dan Cohen @biosleuth]

So the admin is about to learn about another element on the periodic table, sulfur, and how we need it to operate those mines they funded.

Reactive policies are doomed to fail, but theyre especially stupid when you upend the global supply chain.