@SowingAlphaSeed Thanks for sharing. Was eyeing ORR calls when you mentioned them having had similar view on the selloff. Didn’t pull the trigger! Is this your whole PA?
Extended interview: Former Nebraska senator Ben Sasse has metastatic pancreatic cancer. He spoke with 60 Minutes' Scott Pelley about where America has been and where it could still go.
We're going around the Moon. Come watch with us. Artemis II's four-astronaut crew is lifting off from @NASAKennedy on an approximately 10-day mission that will bring us closer to living on the Moon and Mars. The launch window opens at 6:24pm ET (2224 UTC). https://t.co/X27QJejNDt
In December 2025, former US Senator @BenSasse announced that he had been diagnosed with stage 4 pancreatic cancer. That's the primary topic for this @UncKnowledge conversation about mortality, faith, and what truly matters when time is short.
Talking to host @P_M_Robinson, Sasse reflects on "redeeming the time"—holding ambition lightly, loving family more deliberately, and resisting the urge to make politics or professional success the center of life.
The discussion also covers Sasse's thoughts on the failures of Congress; the dangers of a fragmented, attention-starved republic; the crisis of higher education; and the moral challenges of technological abundance.
He speaks candidly and movingly about regret, forgiveness, prayer, and suffering—arguing that while death is a real enemy, it does not get the final word. Watch the full conversation on X:
i made a movie about excuses. tbh i wasnt going to make another movie about running marathons then i realized that was an excuse. - https://t.co/jeCj9KEWlW
Dave Ricks has been at @EliLillyandCo for 20% of its 150-year history. He came to the pub, poured his own Guinness, and gave us a 2-hour state of the pharma union: drug prices, clinical trials, patent clocks, the rise of generics, Chinese peptides, compounding pharmacies, the US healthcare system, and how the broad success of GLP-1s have transformed Lilly's business. If you've never heard Dave speak before, you're in for a treat.
Timestamps:
00:00 Intro
05:08 Making R&D decisions
10:11 Clinical trials
24:59 Drug pricing
32:43 Stimulating more R&D
45:16 Pros and cons of US healthcare
58:20 New pharma business models
01:05:53 Stripe + enterprises
01:07:00 China
01:16:31 Generics
01:22:37 GLP-1s
1:37:43 r/Peptides
01:41:25 LillyDirect
01:46:35 Why do investors love LLY?