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The Scientific Case For A Revolution Medicines And Kymera Therapeutics Partnership

Innovation & Freedom

The Scientific Case For A Revolution Medicines And Kymera Therapeutics Partnership

Recent research from Mariano Barbacid’s lab demonstrates that simultaneously inhibiting KRAS, EGFR, and STAT3 leads to durable pancreatic cancer eradication in mice. These findings might provide a biological rationale for a partnership between Revolution Medicines and Kymera Therapeutics.

Elicio’s Therapeutic Vaccine For Pancreatic Cancer: A Revolution Hidden In Plain Sight?

Elicio’s Therapeutic Vaccine For Pancreatic Cancer: A Revolution Hidden In Plain Sight?

Elicio Therapeutics is developing an off-the-shelf therapeutic mKRAS vaccine for pancreatic cancer. Phase 1 showed 84% T-cell response correlating with prolonged survival. Phase 2 data expected in H1 2026 will determine whether this approach can transform adjuvant therapy.

Nvidia’s $20B Groq Deal Heralds The Era Of ASICs - Has The Commoditization Of AI Chips Begun?

Artificial Intelligence

Nvidia’s $20B Groq Deal Heralds The Era Of ASICs - Has The Commoditization Of AI Chips Begun?

Nvidia’s $20B Groq deal validates the need for ASICs in the era of inference. While Nvidia's GPUs are protected by a wide technological moat, ASICs risk rapid commoditization, implying Nvidia’s historically high margins might face compression.

Abivax's Obefazimod: A (French) Revolution In IBD Treatment

Innovation & Freedom

Abivax's Obefazimod: A (French) Revolution In IBD Treatment

Abivax's obefazimod offers a novel oral approach to treat ulcerative colitis by activating miR-124 to downregulate specific pro-inflammatory pathways. Following impressive results in clinical Phase 3 studies, buyout rumors surrounding the French biotech are surging.

Ouster: Building The Interfaces Between AI And The Physical World

Artificial Intelligence

Ouster: Building The Interfaces Between AI And The Physical World

Ouster is positioned to provide essential perception interfaces that allow AI to act within the physical world, as digital LiDAR might become a primary sensory layer for autonomous systems.

Why Rate Cuts Might Actually Fuel Job Cuts

Why Rate Cuts Might Actually Fuel Job Cuts

Ahead of the Fed's December 10 meeting, markets expect a rate cut to support the labor market. Yet this faces a paradox. Cheaper credit is funding AI infrastructure poised to replace human labor. The Fed's attempt to preserve jobs may inadvertently lower the cost of technologies eliminating them.

Why uniQure’s AMT-130 For Huntington’s Is Not "Too Good To Be True"

Why uniQure’s AMT-130 For Huntington’s Is Not "Too Good To Be True"

Despite impressive Phase I/II AMT-130 results, the FDA views current data as insufficient. Volumetric inclusion criteria may have raised concerns about potential bias. However, analysis indicates the thresholds were sufficiently inclusive, supporting the reported therapeutic effect.

The AI Bubble Might Pop Even If There Are No “Dark GPUs”

The AI Bubble Might Pop Even If There Are No “Dark GPUs”

Data center GPUs are “melting” under subsidized and unprofitable workloads while circular revenues mask fundamentally unsustainable economics that are increasingly detached from the real world economy. Combined with rising data center related debt, we may now be in the midst of an AI bubble.

OPEN Your Mind

Innovation & Freedom

OPEN Your Mind

Opendoor's impressive rally has drawn meme stock comparisons, but the retail army quickly achieved CEO resignation and demanded strategic change. The company could transform from an iBuyer into an AI-native platform, potentially disrupting America's outdated trillion-dollar real estate market.

Zeta Global Takes Aim At Becoming The Leading AI Marketing Cloud

Innovation & Freedom

Zeta Global Takes Aim At Becoming The Leading AI Marketing Cloud

Zeta Global built a massive consumer data network outside Big Tech, reaching 90% of U.S. adults via AI marketing. Unlike cookie-dependent ad tech, Zeta's model creates compounding advantages: each client adds data that makes the platform smarter for all users, disrupting digital marketing.

Frequency Electronics: From Voyager To The Space Economy

Innovation & Freedom

Frequency Electronics: From Voyager To The Space Economy

Since 1961, Frequency Electronics' precision timing instruments have kept the Voyager and Apollo missions, as well as over 1,000 satellites, synchronized with Earth. With an expected increase in commercial satellites and UAVs, demand for FEIM's atomic clocks is expected to surge.

The Greatest Bull Trap Of All Time?

The Greatest Bull Trap Of All Time?

The recent market rally seems like a house of cards, built on a single optimistic narrative. The slightest crack in this best-case scenario could trigger a wave of profit-taking, causing the rally to turn into a monumental bull trap.

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