Biotech, Commodities, etc. A like is not necessarily a like.

United States
Joined July 2014
Jack Hall retweeted
JUST IN: Matthew McConaughey sparks speculation he could run for president as an independent in 2028, declaring “Independents belong in the fight.”
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Jack Hall retweeted
This just deepens the well on Dazak. Basic calling out his fragrant BS on BSL 2. How can DOJ not charge Dazak with contract fraud, being a leader of a mass murder RICO coverup, serving as unregistered Chinese foreign agent, and so much more? It’s nuts.
This should be plain enough - Baric (the individual many are accusing) wrote a scathing email to Dazak. Yes - could be covering his tracks, but I think not. World's top expert on this stuff.
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Credit Default Swaps for Oracle, Broadcom, and Nvidia continue to widen out, with Oracle at a 23% default probability, Nvidia at about 8%, and Broadcom at 12%. Which is pretty amazing, given these are among the largest companies in the world.
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Jack Hall retweeted
Thomas Massie: The Epstein scandal is “deeper and darker” than anyone imagined. “It’s bigger than Watergate.” “It’s not about Joe Biden or Donald Trump.” “There are degrees of evil here that we’ve never seen at this scale … ” “Our government was compromised by wealthy, connected billionaires, and by Jeffrey Epstein himself.” “At the age of 14, these girls that were being sexually abused by Jeffrey Epstein were told if they could go find another girl to take their place, then they wouldn’t have to be sexually abused.” “And some of them took that deal.” “It’s one thing to be evil to a child.” “It’s another thing to get a child to do evil.”
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Replying to @Hall8Jack
Good distinction. We grouped $DYN with the broader oligonucleotide field, not siRNA specifically: its DM1 program is an ASO, and FSHD (DYNE-302) is its siRNA. The $SLN premium is a reference point for clinical RNA data generally. For pure siRNA exposure, $SRPT’s pipeline licensed from $ARWR is the closer comp.
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Satan Teaches Everything On Politics
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Jack Hall retweeted
Hedge-fund billionaires Steve and Sue Mandel are funding a new centrist faction seeking to reshape the Democratic Party. on.wsj.com/4yofzoh
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Jack Hall retweeted
One month (or so) on @X , a platform unlike any other. Energy, speed, smarts and stupidity. -The best thing in BioX - Rapid and divergent takes on new clinical data, on balance usually right..wisdom of crowds -The worst thing on BioX - Shameless replies and reposts pumping your own book, praying for M&A about your favorite name, plane stalking…do people actually think this is how a real drug company or serious investor makes decisions? Maybe it just makes you feel like you have some agency, then ok.
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Jack Hall retweeted
Roche does $400M upfront, $15B biobucks deal w/Shanghai’s Hansoh for antibody-drug conjugates Hansoh can co-develop up to 2 ADCs Roche’s 6th China deal since August endpoints.news/roche-does-40…
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Jack Hall retweeted
TRUMP APPROVAL FALLS TO RECORD LOW OF 31% - POLL
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DMD families live with the reality of a progressive disease every day. Jennifer showed us exactly why continued research, access, and better treatment options matter so much. Hope Max’s story helps keep that urgency front and center! Never lose trust, ever. $SRPT
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$IRON $xbi looks like more degrossing:
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Jack Hall retweeted
$SLN gone who is next in $XBI #Biotechs - nice work @daphnezohar
FWIW hearing from M&A focused banks that there are multiple deals in the works and sounds like a couple of substantial ones could get announced in the near term (weeks). Will hopefully help with sentiment for biotech $XBI $BBC
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Merck KGaA paying $1.3bn for $SLN & its siRNA polycythemia vera contender divesiran. Here's my previous take on the data apexonco.com/silence-takes-t…
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Jack Hall retweeted
$SLN to be acquired by Merck KGaA, Darmstadt, for $20/ADS in Cash
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Jack Hall retweeted
$IRON to resubmit NDA by the end of 2026, with an FDA decision anticipated by mid-2027.
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Jack Hall retweeted
Hedge fund with an indoctrination camp on the side.
*HARVARD ENDOWMENT JUMPS TO RECORD $68B AFTER 27% ANNUAL RETURN
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Notable commitment from FDA's of Neuro.: Reviewers actively help sponsors build "approvable packages" and look beyond the primary endpoint when 2dary or exploratory measures show meaningful functional benefit—citing a recent approval based on an exploratory endpoint. $QURE (2/5)
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