One of the most fascinating visualization of time dilation and space travel: https://t.co/nhMfVWepyv
There’s even a relativistic calculator for your journey: https://t.co/WFnW3XvteL
From @RevMedicines data on Zoldonrasib plus Daraxonrasib in 2nd & 3rd line metastatic #PancreaticCancer - presented at #ESMOGI26
Small numbers but even a few years back, who would have imagined survival curves like this in 2nd & 3rd line metastatic PANCREATIC cancer? Amazing!
Introducing Claude Sonnet 5, our most agentic Sonnet yet.
It makes plans, uses tools like browsers and terminals, and runs autonomously at a level that just a few months ago required larger and more expensive models.
Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work.
https://t.co/OoM83SyISN
#Gilead | Trodelvy FDA Approval | June 24, 2026
The FDA has approved #Trodelvy (sacituzumab govitecan; TROP-2 ADC) for 1L treatment of adults with unresectable locally advanced or metastatic #TNBC - as monotherapy for patients ineligible for PD-1/PD-L1 inhibitors, and in combination with IV or SC pembrolizumab for PD-L1+ (CPS ≥10) patients. https://t.co/037ydj1fHF
https://t.co/s64hTtpmV0
Trodelvy becomes the first and only ADC approved for 1L mTNBC regardless of PD-L1 status, extending its role from later-line into the frontline — and NCCN now lists Trodelvy ± pembro as a category 1 preferred 1L option across PD-L1 status.
The TROP2 ADC race in 1L TNBC heats up:
🔹 AZ/Daiichi's Datroway (Dato-DXd) - US approval for IO-ineligible 1L mTNBC (TROPION-Breast02, May 22); Dato-DXd + durvalumab (TROPION-Breast05) ongoing for PD-L1+.
🔹 Merck/Kelun's sac-TMT — Phase 3 of sac-TMT ± pembro in 1L PD-L1 CPS <10 LA/mTNBC underway.
Three TROP2 ADCs now converging on frontline TNBC - the question shifts from whether ADCs belong in 1L to which ADC, in which PD-L1 stratum.
#BreastCancer #ADC #TROP2 #SacituzumabGovitecan #Datroway #Pembrolizumab #Immunotherapy
Revolution Medicines | RASolute 305
On Jun 23 2026, first patients dosed in the global Phase 3 RASolute 305 trial evaluating zoldonrasib (RMC-9805; oral RAS(ON) G12D-selective covalent inhibitor) + investigator's choice SOC chemo vs. placebo + chemo as 1L treatment for metastatic RAS G12D PDAC. https://t.co/p852V6JIPm
RASolute 305 follows compelling validation from daraxonrasib (RAS(ON) multi-selective), which improved OS, PFS, and ORR vs. SoC chemo in 2L metastatic PDAC - supporting RAS(ON) inhibition's move into earlier lines.
Revolution Medicines is building one of the most comprehensive RAS-targeting franchises in oncology, testing mutation-selective, pan-RAS, and combination strategies head-to-head across lines of therapy. If RAS(ON) inhibition translates from 2L validation to 1L benefit, it could reshape the frontline standard for a disease that has resisted decades of targeted-therapy efforts.
SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, +19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement.
Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans.
D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné.
Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète.
Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA.
SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable.
Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler.
Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même.
Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs.
Achetez de l'optimisme. C'est encore sous-valorisé.
Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.
Its capabilities exceed those of any model we’ve ever made generally available.
A phase 3 trial shows serplulimab plus chemotherapy improved overall survival and 4-year survival rates vs chemotherapy alone in extensive-stage small cell #LungCancer, with durable benefit and manageable safety. https://t.co/iGTsqYyovq
Microsoft analyzed 100,000+ Copilot chats (Feb 2026). How people actually use AI at work:
🔵 49% → Analyzing, reasoning & deciding
└ 28% is decision-making ALONE
🟢 19% → Interacting with others
🔴 17% → Producing work (docs, etc.)
🟡 15% → Gathering information
The big surprise: everyone predicted AI would dominate routine admin. Instead, cognitive work - judgment, evaluation, problem-solving - is the #1 use case.
Decision-making alone beats documentation, scheduling & admin combined.
#AI #Copilot #AIatWork #Productivity #TechTrends
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.
It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx
A meta-analysis found first-line chemoimmunotherapy provided longer overall and progression-free survival than PD-(L)1 inhibitor monotherapy in advanced #NSCLC with high #PDL1, though with greater toxicity. https://t.co/0doQhIrwi5
One of the controversies raised about the Harmoni-6 study at #ASCO2026 was the exclusion of older pts. It should be noted this is a standard approach in later phase Chinese studies comparing a potentially more toxic approach, as with sac-TMT in breast and lung cancer below.
The sun is fascinating to watch. This timelapse was recorded using a modified telescope designed to safely observe the solar chromosphere, captured over a period of several hours from my backyard in Arizona.
The entire Earth would be a small dot at this distance of ~93M miles.
HARMONi-6 | #ASCO26 Plenary | The Lancet
#Akeso's #ivonescimab (first-in-class PD-1×VEGF bispecific) + chemo just delivered the first-ever positive OS readout vs. a PD-1 inhibitor + chemo in 1L squamous NSCLC - presented in the ASCO Plenary Session (the first China-originated study to reach that stage in ASCO's 61-year history) and published simultaneously in The Lancet. https://t.co/XluJgJ6IoG
Double-blind Phase 3 (N=532, China, 50 sites): ivonescimab + chemo vs. tislelizumab + chemo in treatment-naïve advanced sq-NSCLC. A difficult population - ~63% central squamous, 39% PD-L1 TPS <1%, ~34% with ≥3-site/liver/brain metastases.
OS (key secondary EP, interim at 204 events, median F/U 21.4 mo):
🔹 Median OS 27.9 vs. 23.7 mo - HR 0.66 (95% CI 0.50–0.87), p=0.0017 → 34% reduction in risk of death
🔹 24-mo OS 64.7% vs. 48.6%; 18-mo 70.5% vs. 61.3%; 12-mo 78.9% vs. 72.2% - curves separating progressively
🔹 Benefit consistent across all subgroups, including PD-L1-negative (TPS <1% HR 0.64) and ≥3 metastatic sites (HR 0.47)
Safety: Comparable overall profile; grade ≥3 TRAEs 69.2% vs. 58.9%, with similar discontinuation/fatal AE rates. Critically, grade ≥3 hemorrhage held at just 3% - addressing the bleeding risk that has long made conventional anti-angiogenics (bevacizumab) contraindicated in squamous histology.
For two decades, anti-angiogenic therapy was effectively off-limits in #squamous #NSCLC due to fatal bleeding risk, and PD-1 + chemo was the ceiling. Ivonescimab's cooperative tetravalent design enables safe simultaneous PD-1 + VEGF blockade in one molecule, achieving dual PFS + OS superiority head-to-head vs. an active PD-1 comparator - not vs. chemo alone. It redefines the 1L sq-NSCLC standard and extends the bispecific-supersedes-monoclonal hypothesis (first raised by HARMONi-2) into the chemoimmunotherapy setting.
The global Phase 3 HARMONi-3 (ivonescimab + chemo vs. pembrolizumab + chemo, NCT05899608) will test generalizability beyond China — the pivotal readout for Western registration and #Summit Therapeutics' ex-China rights. If confirmed, PD-1×VEGF bispecifics may become the new IO backbone across NSCLC.
#HARMONi6 #SquamousNSCLC #Ivonescimab #PD1VEGF #BispecificAntibody #Immunotherapy
2025 global energy snapshot:
🔥 COAL: China burns 56% of the world's coal (4,953 Mt). China + India = 71%.
⚡ ELECTRICITY: China alone = 33% of global demand at 10.6K TWh - more than US, India, Russia & Japan combined.
The paradox: Global coal hit an all-time record (8.85B tonnes) and began to plateau in the same year. Why? China's renewable + nuclear surge is displacing coal faster than demand grows.
Meanwhile per capita flips the script:
🇨🇦 Canada 16.1 MWh | 🇺🇸 US 13.1 | 🇨🇳 China 7.5 | 🇮🇳 India just 1.4
The energy transition isn't global - it's deeply uneven. And whoever controls energy controls leverage.
📊 Sources: IEA Coal 2025, Ember
#EnergyTransition #Geopolitics #Coal #Electricity #EnergyData #PowerGrid
OptiTROP-Lung05 | ASCO 2026 · The Lancet
The first Phase 3 trial of an ADC + ICI to hit its primary endpoint in 1L NSCLC - and it's platinum-free.
Sac-TMT (TROP2 ADC) + pembro vs. pembro monotherapy in treatment-naïve, PD-L1+ (TPS ≥1%), EGFR/ALK-neg advanced NSCLC (N=413). https://t.co/fHncgit8Ax
Efficacy (PFS by BICR):
🔹 Median PFS not reached vs. 5.7 mo - HR 0.35 (95% CI 0.26–0.47), p<0.0001 → 65% risk reduction
🔹 12-mo PFS: 62.4% vs. 29.0%
🔹 OS favorable trend (descriptive) - HR 0.55; 12-mo OS 80.4% vs. 68.9%
A potential paradigm shift - a TROP2 ADC can replace conventional platinum-based chemotherapy as the IO partner in frontline PD-L1+ NSCLC, with a PFS magnitude (HR 0.35) favorable even vs. the ivonescimab HARMONi-2 benchmark (HR 0.51), while sparing platinum-doublet toxicity. China NMPA sNDA accepted (5th sac-TMT filing) with Breakthrough Therapy Designation.
Merck's global TroFuse-007 (PD-L1 ≥50%, OS as sole primary EP) is the pivotal test for ex-China registration. If OS matures, the 1L NSCLC algorithm may be rewritten around ADC-IO platinum-free backbones.
#NSCLC #ADC #TROP2 #SacTMT #PlatinumFree #Immunotherapy #ASCO26 #Lancet
Dr. @TonyMok9 at #ASCO26 presents update on CROWN in ALK+ NSCLC. After 7y, median PFS with lorlatinib still not reached. Between years 5 and 7, only 4 progression events occurred. Unusual but fantastic to see such a tail with targeted therapy - this is truly raising the bar.