Obesity is amongst the most crowded pipelines in biotech, but sponsors in China and the West are building very different assets.
Sleuth mapped 1,200+ active obesity assets from PC to approved and segment by primary development strategy and program origin. 2 things stood out:
Iran won this war. By closing the Strait of Hormuz, they forced Trump to capitulate without achieving any of his major war objectives.
I hope future presidents will study the lessons of this defeat. Too many people died, and too much money was spent for nothing.
Every time I hear about the token leaderboards I am reminded of the story about how the Brits in India had a problem with snakes so they offered a rupee for each caught snake.
Note what has happened today. Iran insisted on Israel ceasing fire in Lebanon as part of US ceasefire, then made their proxy in Lebanon keep firing at Israel, then used Israel’s response as a pretext to break off negotiations.
They know Washington is desperate for a deal before the world economy drops off a cliff and Americans pay a fortune at the gas pump. Tehran is running rings around Trump. The Iranians have a strategy and Washington does not. This is an absolute tragedy.
SpaceX will gross more over the next 12mo renting GPUs to Anthropic than it did in all of 2025 doing all the "sending stuff to space" stuff.
Whether you're a sneaker or rocket company, you're better off as an AI data center company.
Maddow: So in January, Trump buys hundreds of thousands of dollars of stock in Nvidia. Then a week later, his commerce department approves the sale of Nvidia chips to China.
Also in January, Trump buys between 50,000 and $100,000 worth of stock in AMD. One week after he buys it, his commerce department approves AMD doing business in China as well.
The following month, in February, Trump buys millions of dollars worth of stock in Dell. Nine days after he buys millions of dollars worth of stock in Dell, Trump veers off script in a speech in Georgia to tell the crowd literally, quote, go out and buy a Dell computer.
Then in March, Judd Legum at Popular Information reports that Trump repeatedly buys up Thermo Fisher stock, and then he goes and visits Thermo Fisher on a presidential visit and praises the company.
That same day, Trump bought hundreds of thousands of dollars of stock in Apple. And then that same day he bought the stock, he did another event where he singled out Apple and Apple CEO Tim cook for praise. Apple a great company.
Then after that, Trump buys Micron stock. The very next day, he calls into the Fox News channel and tells them Micron is one of the hottest companies.
CNBC reporting Trump makes seven separate purchases of Palantir stock. Hundreds of thousands of dollars worth of Palantir stock. Then he gets on truth social and praises Palantir.