hussam

a contradictory world @aramco

[hussam @olo_iii]

@FutrueGlimpse المعمر

[hussam @olo_iii]

سهم الدوائية 2070 اليوم مو قصته أدوية جنيسة وبس. الشركة قاعدة تتحول بهدوء لمنصة أقوى في الأورام و اللقاحات والبدائل الحيوية

تشغيل مصنع الأدوية عالية التركيز + اتفاقيات اللقاحات + SPIMACO Bio كلها إشارات إن 2026–2027 ممكن تكون سنوات إثبات وتحول فعلي

ليست توصية، مجرد قراءة للقصة

[hussam @olo_iii]

@LexusKSA هل es الكهربائية ستكون متوفرة بالسعودية

[تقني @TeGnYe]

لن تتوتر بعد الان عندما تعرف كيف يعمل التوتر .

[د. عبدالرحمن ذياب @dr2alshehri]

الموضوع مفاجئ حقيقه:

نشر Riley Brown دورة (ماستر كلاس) مجانية يشرح فيها خطوة بخطوة كيفية بناء تطبيق كامل من الصفر حتى نشره في متجر التطبيقات باستخدام أدوات الذكاء الاصطناعي مثل Claude Code وGPT-5.

اللافت أن هذا النوع من العمل قد تصل تكلفته عادةً إلى نحو 98 ألف دولار، بينما يقدَّم هنا مجانًا.

📌 يستحق الحفظ قبل أن يختفي.

[د. عبدالرحمن ذياب @dr2alshehri]

يقول إيلون: «المال في حقيقته نظام معلومات لتوزيع الجهد البشري».

ليس سلطة… وليس ثروة بحد ذاته.

إيلون ماسك أعاد صياغة كل ما تظنه عن المال.

[Mohammed Alghafli👨🏻‍💻 @Xr3g99]

بعد ما أعلنت دولتنا العظيمة بتسمية عام 2026 بعام الذكاء الاصطناعي🇸🇦
هذا مسار احترافي جداً في منصة Coursera واسمه
Generative AI Engineering
مسار من الصفر للاحتراف في الذكاء الاصطناعي يتكون من 16 كورس وحاصل على تقييم 4.7👏🏻
مدة المسار من ثلاث إلى ست أشهر على حسب إنجازك وسعره 49$ شهرياً فقط
هالمنصة من أفضل المنصات الي تقدم مسارات احترافية صراحة ومتعامل معها كثير من قبل
ناوي ابدأ فيه ف الإجازة الكبيرة إن شاء الله ومتحمس له كثير🚀✨

[Candel Therapeutics @CandelTx]

Our CEO, @paulpetertak, M.D., Ph.D., FMedSci, was featured on the Leading Beyond The Lab podcast. 

Thank you ARTO Talent for a great conversation! 

$CADL

[hussam @olo_iii]

@A_May_MD Your opinion about $cadl

[Adam May @A_May_MD]

In the 2025 @pawcio2009 BioPick competition, #2 $RGLS (+416%) was my pick for the year, and #1 $ABVX (+1742) was the largest position by cost basis that I had ever taken.

With $RGLS having been bought out early in the year *before* the '25 bull run, I was able to sequence/chain those returns as well. $NKTR multibagging was in the middle of that sequence. All 3 of those names were cheap, heavily discounted "shitcos" that many wrote off.

If you were to get parlay odds on $RGLS, $NKTR, and $ABVX all having multibagger upside (let alone how big their returns actually ended up being) in 2025, they would have been infinitesimally low...like, damn near zero.

But, for each of them there were data out there saying there was a much better chance of success than the market realized, and ultimately every one of them "hit" resoundingly. This is why I love smid cap biotech investing...you really can get an edge here if you know what you're doing. All 3 of those names were ones that I had done *a lot* of work on...it paid off!

Beyond those, several other names in the account that doubled or more this year, most of them being names I discussed prospectively here on X. $NKTR and $ABVX of course were names that I explicitly pitched, sharing tens-of-thousands of words with of research explaining why I thought they'd work.

$BBIO was almost a triple. The early launch curve this year was SCREAMING "huge, massive beat", yet the market gave it very little credit. I felt like I was insane doing my models for that launch and looking at the stock price. Turns out I wasn't losing my mind, the market was just being slow. A couple rare disease hits later in the year padded gains.

$VRNA finally got the buyout after being my original "Don't be suspicious" GIF subject. Another launch where it was just obvious this thing was a rocket. I had been in and out over the year (fortunately "in" this year), but I was also long this stock way back before the P3 data...probably with a cost basis in the $2s or $3s if memory serves. *I* didn't 50x it, but some did. It also didn't go up *nearly* enough after the data released...You could've had this thing near $10 *AFTER* the trial data that led to the >$100 buyout...

$LXEO was a huge winner. In April they had great data and recent positive FDA alignment. The biotech crash was ongoing at the time, and the stock was just absolutely destroyed. I posted on that very day that the selloff was ridiculous, and in the following days also posted that $LXEO would become emblematic of how hard biotech can bounce back. Now, $LXEO is up well over 500% from the $1.50s lows where I was buying only 8 short months ago. Give it a few months and $XBI could be +100% from those April lows.

Shorts also contributed very meaningfully to returns this year despite the biotech rally. $HIMS and $VKTX especially. Very nice to get paid on those names especially given all the hate/vitriol one takes from belligerent longs in those stocks.

A host of other good longs for the year like $CTMX, $CDTX (I was NOT holding on the day of the buyout). Surely more if I dug some.

Really the only "meaningful" loser for me in 2025 seems to have been $QURE. Frankly I'm still stunned that the FDA took the approach that they did here, but it's a good reminder of the idiosyncratic nature of regulatory risk. My entire position there has been call options that are poised to expire worthless.

There won't be many years with a solitary "impactful" loser, nor will there be many years with so many multibaggers (*especially* >+1700% names like $ABVX!)

Looking forward to what 2026 brings. The only thing I know for sure is that it will be worse for me than 2025 was😜

[Hidden Monopolies @HiddenMonopoly]

Nice study !

High gross margins and a low volatility in gross margins may point to industries with high pricing power.

[Lukas Ekwueme @ekwufinance]

Oil, adjusted for inflation, is at historic lows.

Just to return to the mean, oil prices would need to reach $94.

I wouldn’t be surprised if this cycle produces a new all time high

[Bogachan Ozdemir @Bogachan_1971]

Investing in #oil is similar to investing in #GOLD 10-15 years ago.

Only reason you don't feel hyperinflation yet -outside BLS's fake #inflation reports- is because of the price of oil which solely depends on shale production in USA. They will run out of it soon and you will paying $20 a gallon in 3-5 years.

This is one of the best longterm investments if you believe that some sort of civilization will exists after US markets crash and burn.

Do not trade this by ETF to give away all your capital to Larry Fink. Buy some good Oil Company. My choice is Total but do your own research.

Again, this is a 10 years bet, not like silver in 3 months.

[وارن @stock_arabic]

تحديث مهم لملاك سهم نوفو نودريسك
$NVO

الحمير hims على بالهم الدنيا مصخرة وفوضة !!

مفوض هيئة الغذاء والدواء الأمريكية
(أعلى منصب تنفيذي في الـFDA)

يغرد

"الهيئة الأمريكية للغذاء والدواء ستتخذ إجراءات سريعة ضد الشركات التي تسوق على نطاق واسع أدوية مقلدة وغير قانونية، وتدعي أنها مشابهة لمنتجات معتمدة من الـFDA " !

هذي التغريدة جات بعد ما أعلنت hims انها بتبيع أدوية مقلدة تحاكي دواء حبوب Wegovy ولها نفس التأثير ب 49 دولار فقط !

سكام واحتيال تسويقي تمارسه Hims والان راح تدفع ثمنه

حبوب ويجوفي تصنيعه معقد ومكلف
(المادة الفعالة سيميجلوتايد هي عبارة عن بروتين بيبتايد )
تصنيع ببتايد على شكل حبوب أمر معقد جدا ، تحتاج تقنيات معقدة تمنع الحمض في المعده انه يكسره ، وإلا بيصير الدواء حبة وهمية تاثيره مثل البلاسيبو

نوفو نورديسك هي من تملك التقنية الي اسمها SNAC وبراءة الاختراع ممتدة ل 2040 !!

بدون تقنية ال SNAC أي حبة سيماجلوتايد الي يسوقون لها الحمير Hims ، بتكون حبة مالها تأثير ابد ، سكام واحتيال تسويقي !

حبوب ويجوفي تصنيعه مكلف بالأصل ، نوفو نورديسك مع كل السكيلينج والمصانع الضخمة والإنتاج المهول ، تكلفة تصنيعه تتجاوز ال 37 دولار !!

خلنا نشوف كيف التأثير اليوم بكون على السهم !

[حمد القحطاني @alqahtani7m]

توضح الصورة أن الفارق في أسعار الأدوية يعتمد بشكل أساسي على تعقيد البنية الكيميائية وما يترتب عليه من صعوبة التصنيع وطول سلسلة التوريد. فكلما زادت هذه العوامل،
زاد معها السعر.

[Ben Wilson @BenWilsonTweets]

"Only by being able to endure what people cannot bear, can you do what people cannot do."

- John D. Rockefeller's Letter to His Son

[Lukas Ekwueme @ekwufinance]

We are entering a historic gold bull market.

- Trump is threatening military intervention left and right
- Europe is actively preparing for a war with Russia.

War is always and everywhere inflationary.

During the last major inflationary period, gold briefly accounted for

- 20% of global investable assets
- Today, that figure sits closer to 6%.

If geopolitical conflict and inflation persist, a return to previous allocation highs is not extreme... it’s consistent with history.

Gold is being repriced for a world that is far less stable than investors assume.

[Lukas Ekwueme @ekwufinance]

The average size of oil discoveries is plummeting.

- 1970s avg: 150 mboe fields
- 2010s avg: 40 mboe
- A 70 % decrease

Guyana is a rare exception

[Jeff Weniger @JeffWeniger]

I would not sleep on this oil price. Silver was under $18 in 2022 and has absolutely zoomed, breaking above $100 today. Before the current big bull run, silver surged 5 times this century, and all 5 of those surges were accompanied by a rising oil price.