Jack Hall retweeted
革新的な新薬をメガファーマが作ることはできないのか?
よく議論されるネタです。
新しいモダリティはもちろんバイオテック発が多いけど、実際去年売れたトップ10の薬(肥満薬が2つあるので8種類の薬剤)を見るとDupixent, Darzalex, Biktarvy以外5つははメガファーマが創薬してるんですよね。
Jack Hall retweeted
Since reporting earnings, Lilly's market value is currently up about $130B in two sessions.
Roughly three-quarters of Novo Nordisk's entire value (~$175B), and more than Bristol Myers Squibb ($128B), Sanofi ($107B) or GSK ($99B).
Jack Hall retweeted
BREAKING NEWS: INOVIO has announced the FDA accelerated approval of its plasmid DNA-based immunotherapy to reduce the frequency of surgery in adults with Recurrent Respiratory Papillomatosis (#RRP), a rare, debilitating HPV-related disease. The approval represents a major milestone for the RRP community and for INOVIO.
Read the full announcement here: bit.ly/approvalPR
Join a live webcast on Monday, November 2, to learn more about the approval: lnkd.in/eZJJ8wYG
Jack Hall retweeted
Replying to @peterjhasson
we need new conspiracy theories. all our old ones turned out to be true
Jack Hall retweeted
“Ilhan Omar married her brother” joins notable entries like
- Joe Biden is unfit for office
- COVID came from a lab
- Russiagate is fake
- Hunter Biden’s laptop is real
On the Conservative "Conspiracy Theories" That Were Actually True list
Jack Hall retweeted
I am a lifelong, loyal Democratic voter. I served President Clinton on the National Security Council, Madeleine Albright at the State Department, and Joe Biden in the U.S. Senate.
I desperately want Democrats to win majorities in the House and Senate, but not at any cost. That’s why I’m calling on my fellow Democrats to support patriotic Democratic Senate candidates across the country while opposing Abdul El-Sayed in Michigan. In my judgment, his words and actions make him unfit for the United States Senate.
We rightly condemned Republicans who failed to stand against the January 6 insurrectionists. We must hold ourselves to the same standard and reject toxic candidates who put our democracy and national interests at risk. Putting country first means upholding our principles even when the candidate we must oppose is one of our own.
Jack Hall retweeted
Ilhan Omar was so confused by marriage to 'brother' she crossed out her own name twice on official application trib.al/2qi7kOx
Jack Hall retweeted
BREAKING: 🇵🇱 Coup d'état underway in Poland
Coup d'état underway in Poland after EU-aligned Prime Minister Donald Tusk sent police forces to the Constitutional Tribunal in Warsaw right after President Nawrocki left for Senegal for a diplomatic visit.
Nawrocki is currently headed back to Poland.
The President of the Polish Constitutional Tribunal in Warsaw, Bogdan Swieczkowski, was suspended and possibly arrested. He is a known support of President Nawrocki.
Several right-wing Polish MPs and their supports are reportedly on their way to the Constitutional Tribunal to defend the institution from being taken over by Donald Tusk.
Warsaw's police forces are preventing the President of the Constitutional Tribunal Bogdan Święczkowski, members of the Sejm and protesters from entering the Constitutional Court.
Jack Hall retweeted
FDA Approves First Plasmid DNA-based Immunotherapy for Adults with Recurrent Respiratory Papillomatosis #Inovio Platform finally receives long sought-after regulatory approval--hopefully the first of many to come.
fda.gov/news-events/press-an…
Jack Hall retweeted
Meta’s AI bet is becoming a credit story. S&P cuts its outlook to NEGATIVE, warning that heavy capex and delayed AI monetization could keep free operating cash flow negative longer than expected. The sting: S&P sees Meta’s ability to monetize AI as more limited than peers’. Ratings affirmed for now. Meanwhile, 5y default insurance costs have climbed to ~125bps from ~50bps a year ago. Building AI is expensive. Proving it pays is the harder part.
Jack Hall retweeted
BREAKING: A record 47.9 million Americans have already voted in next week's US midterm elections, per AFP
Jack Hall retweeted
$INO FDA Approves First Plasmid DNA-based Immunotherapy for Adults with Recurrent Respiratory Papillomatosis
Jack Hall retweeted
BREAKING: S&P Global revises its outlook on Meta, $META, to "negative," citing "significant uncertainty" surrounding CapEx and free operating cash flow (FOCF).
"The negative outlook reflects our expectation that the company's leverage could exceed 1.0x and FOCF could remain negative for longer than expected," S&P said.
S&P is now raising concerns about AI CapEx.
Jack Hall retweeted
Remember when Barack Obama made a ten paragraph long outraged post like a week ago saying that the investigation into Ilhan Omar was “appalling” and unacceptable?
“Federal agents in Minnesota… found evidence suggesting that Mr. Elmi and Ms. Omar were siblings (meaning Rep Omar married her brother), according to the six former and current officials familiar with the case. But, because prosecutors did not pursue the matter, the agents had limited investigative tools, the officials said. nytimes.com/2026/10/29/us/im…
Jack Hall retweeted
BREAKING: Anthropic could get a junk credit rating despite its planned mega-IPO, per FT
Blackstone has warned investors that Anthropic may receive a below-investment-grade credit rating after its IPO, reversing earlier expectations.
Jack Hall retweeted
On today's #BiotechHangout, @cngarabedian, @SamFazeli8, @BrianSkorney, @soowannaway (Graig Suvannavejh) & @YaronWerber will cover macro: pharma earnings: M&A & China, $ALNY stock down 25%, Anthropic & Mithril, AI's influence on biotech, 2026 IPOs, regulatory: FDA rare disease pathway meeting, Plowshare gene therapy company, $PVLA priority review for QTORIN rapamycin, data & conferences: $ABOS Ph2 Alzheimer’s update & stock move, #KidneyWeek: IgAN recap & @NEJM presentations, $BIIB’s upcoming SLE Ph3, #ESMO2026 recap & much more: nitter.gq/i/spaces/1peAPXlRYKBKq…
Jack Hall retweeted
$ABOS ’s Alzheimer’s antibody reduced amyloid plaque in Phase 2 but didn’t slow cognitive decline, and shares fell sharply. Here’s where developers are looking next:
$ARWR: an RNAi drug that cut spinal fluid tau by a mean of 73% in healthy volunteers
$ALNY: RNAi programs targeting amyloid and tau, with its amyloid drug now in Phase 2
Arctic Therapeutics: a private company that just raised $21.5M for an oral drug targeting amyloid and tau clumping. prismmarketview.com/acumens-…































