
AI Explains Single‑cell Clustering, Not Just Runs It
1/ I've analyzed dozens of single-cell datasets. I still google "Seurat clustering parameters" every single time. Last week I tried something different. I asked Claude Code to explain my clustering results instead of just generating them. https://t.co/AMQpheqhYC
He Jiankui Returns, Society Still Unready for Embryo Editing
The reckless human embryo genome editor, He Jiankui, known as China's Dr. Frankenstein, is back at it. "People were not yet ready to accept what I was doing." We're still not. https://t.co/UYIwWj0qf1
Possible Coordinated Fake Biotech Tips Manipulate OCUL Stock
Is there a single person feeding La Lettre fake biotech takeover tips, or is this a group effort? The stock manipulation is brazen. First, we learn all the $ABVX $LLY French Ministry speculation was fake, now today it's $SNY $OCUL...
Poll: Which Company Should I Thread Next?
So far I have finished writing two comprehensive 🧵which covered both $BEAM & $PRME #JPM26’s presentations. $XBI Before I continue to write additional #JPM2026🧵’s I’m interested in hearing your thoughts about which company - if at all - would you want...
U.S. Leverages Drug Spending Power to Block Chinese Biotech
Yep. Truth from @zavaindar Though unlike cars, phones, solar panels, etc, US controls the biotech market because we are only ones who pay fair price for drugs (70% of profits originate from US consumers). So we can stop...

Long COVID Linked to Elevated P‑tau181, Alzheimer Risk
Not good to see the rise in p-tau181, a blood biomarker of brain inflammation tied to increased risk of Alzheimer's disease, in a prospective cohort (mean age 56 years) with #LongCovid and neurological symptoms https://t.co/XTd5qeN24e @eBioMedicine https://t.co/B1fkhoydFI

GLP‑1 Therapies
A 5★ new review of the GLP-1 drugs, what they have achieved, and where the field is headed with so many new molecules and combinations @TheLancet https://t.co/E1Xa15fk1q https://t.co/Jjmw01L5KM

Improved Survival and Return-to-Play Guidelines for Athletes
An excellent @NEJM review of sudden cardiac death in athletes with what constitutes the appropriate workup, potential for returning to sports, and very good trend for survival over the years https://t.co/PgoBaEcbZI

Measles Cases Surge, Adult Infections Now Dominate
#Measles cases continues to climb. The 2025 tally has now hit 2242 & there've already been more confirmed cases in 2026 — 171 — than were logged in most years from the late 1990s to 2023! Interesting to see the age...
Project Prometheus Expands VC Bob Nelsen Beyond Healthcare
Secretive Project Prometheus takes VC Bob Nelsen beyond just health care https://t.co/iRuv6MP3bW via @ADeAngelis_bio #JPM26
Novo CEO Targets Obesity Drug Acquisition to Boost Leadership
$NVO CEO Mike Doustdar was our guest on this week's live taping of the Readout LOUD. And yes, he spoke fairly plainly about his ambition to acquire another developer of obesity drugs. $5B - $20B doesn't matter, it's more about...

Low SIRT1 and Cholesterol Link Depression; NAD⁺ May Help
New mouse study shows cortisol, inflammation, and low SIRT1 activity all lead to depression caused by reduced neuronal cholesterol. Could statins exacerbate? And since SIRT1 is NAD⁺-dependent, could NAD⁺ boosting help treat depression?
Decade‑Old Myths Still Fuel JPM Healthcare Talk
A dozen years old, but curious how many of these little lies are still told around the #JPM26 conference.... "Top 10 Little White Lies Told At The JP Morgan Healthcare Conference" https://t.co/0er4Beffn3

AI Boosts Individual Impact, Shrinks Collective Research Breadth
How has AI impacted science? Analysis of >41m papers. A paradox: Expansion of individual's impact but contraction in breadth of topics researched collectively https://t.co/npovh0eSL8 https://t.co/iMY3cEd9LE https://t.co/iErtpnuJQR

Invisible Immune Deficits Make Low‑risk Infections Deadly
Why do so many apparently healthy people die or get severely ill from infections that would be considered low risk? For one, we don't have any way of assessing a person's immune system function in the clinic https://t.co/CshtAxDep9 https://t.co/uk5nDnyjnr

CGM‑based AI Outperforms HbA1c in Predicting Diabetes, Heart
Continuous glucose monitoring sensor data, with a foundation model, predicts risk of Type 2 diabetes and cardiovascular outcomes better than HbA1c New @Nature @segal_eran @WeizmannScience @GLutsker "66% of incident diabetes cases and 69% of cardiovascular deaths occurred in the top risk...
Weakened Vaccine Policy Threatens Kids, Monitoring Becomes Opaque
Dismantling US vaccination policy will lead to more vaccine-preventable disease in kids. But how easy will it be to monitor the impact of the erosion of vaccine coverage? New data collection rule changes raise serious concerns about how visible results...

Spaceflight Triggers Temporary Epigenetic Aging, Then Reversal
Space could be a testing ground for age reversal elonmusk. In 4 astronauts, epigenetic age of blood cells rose ~2 yrs by day 7 of orbit & returned to normal (or even younger) upon return 🚀 🌎 mason_lab @davefurman onlinelibrary.wiley.com/doi/10.1111/acel.70360
Undervalued $TENX Holds Promising 2026 Catalyst
I’ve gotten a lot of messages asking about my BioPick selection for this year, $TENX. I’ve responded to a few but don’t have the time to respond to everyone. I actually considered making $TENX an official “pitch”, but I don’t...
Genetically Informed ALS Therapies Extend Beyond Mutation‑Specific Targets
Nice ALS market map 👇 When precision approaches go broad….looks like yes that can happen. “…a third category being overlooked: 28 programs that are genetically informed but not mutation-restricted. Examples: drugs targeting TDP-43 protein clumps or repeat RNA toxicity. These mechanisms...

44‑Metabolite Signature Improves Prediction of Diabetes Progression
There are about 100m Americans with pre-diabetes. But who will progress? Enhanced risk prediction of Type 2 diabetes from a 44 -metabolite signature @NatureMedicine https://t.co/UxmQaD88s4 https://t.co/jhmP3enyTa
Saudi FDA Approves IBRX Despite Flawed, Inconclusive Data
The Saudi FDA approved $IBRX Anktiva in lung cancer based on a discontinued randomized study with inconclusive post-hoc data + a non-randomized study with a made-up nonsense responder analysis. These are the data that @DrPatrick and $IBRX tried to submit...

Using Claude Code Wrong? Real Genomics Workflow Works
1/ Bioinformaticians get mediocre results with Claude Code and blame the tool. You are doing it wrong. Here's what actually works for genomics analysis: https://t.co/GDOq7SPzla

Phase 3 Data More Reliable; P2 Placebos Often Variable
Another reason a P3 study can fail while a P2 was successful is that P2 placebo groups, with narrower eligibility criteria & fewer patients, often have more variable placebo-adjusted effects Use Phase 3 data, often on drug labels, to make comparisons;...
Autonomous Labs Needed to Keep US Biotech Competitive
Haha. Yes was lucky to be on a panel today w/ Deputy Secretary Jim O'Neill about how to keep the US competitive with biotech in China. Short answer: replace US lab benches with autonomous labs. (And fix our clinical...
New Engineered Living Materials Advance Synthetic Biology
It’s not AI, JPM or anything to do with the Bay Area so probably no-one left on this site cares, but here is some new #synbio Engineered Living Materials work from our lab @ImperialBioeng and the Hub for Biotech in...

Combined Exercise, Sleep, and Diet Boost Healthspan and Lifespan
Concurrent improvements in physical activity (MVPA), sleep, and diet are associated with meaningful improvements in healthspan (DFLE) and lifespan LD-low quality diet, MD-moderate, HD-high New @eClinicalMed, @uk_biobank 59,000 participants w/ 8 year follow-up https://t.co/gl36VSQVFh

Milestone‑Heavy PD‑L1×VEGF Deals Signal Low Conviction
PD(L1)xVEGF the Keytruda replacement? The deal making market is clearly not pricing it that way. 🗣️“We want exposure to a hot mechanism, but we want most of the price contingent on Phase 2/3 and commercial proof.” Great analysis below...

Glucose Metabolism Fluctuations Drive Cognitive Aging Changes
The brain's glucose metabolism, cognition, and aging: "Variability in the moment-to-moment metabolism of glucose is biologically and functionally important to cognition and in explaining metabolic and brain network changes in aging." https://t.co/0cFbXJFQD5 https://t.co/sCO98PHBL0

Factor Development Risk with Probability of Success
Incorporating Probability of Success (PoS) is a unique aspect of #biotech valuation investors must be aware of. It tries to factor development risk into revenue and cost assumptions. Here is a table of PoS values: #learnbiotechinvesting #investing #BiotechPrometheus https://t.co/Sv8XodkWXg

Fasting‑mimicking Diet Eases Symptoms, Reduces Inflammation in Crohn’s
A fasting-mimicking diet improved the clinical course and suppressed inflammation in people with mild or moderate Crohn's disease in a randomized trial https://t.co/pVVJ4HD4gD https://t.co/2PyJObeAqQ

Epiploic Fat Fuels Inflammation in Severe Obesity
Fat surrounding the large intestine (epiploic) is rich in immune cells and can drive inflammation. Study in people with severe obesity. @Cell_Metabolism https://t.co/kN1B77XrCm https://t.co/YlNrpCGZjI

New Cell Studies Link EBV to Multiple Sclerosis Mechanisms
3 new reports @CellCellPress on the mechanistic underpinnings of multiple sclerosis and Epstein-Barr virus involvement https://t.co/JXThwhZugq https://t.co/fO1aDsZmmB https://t.co/fO1aDsZmmB https://t.co/eUNrrRGw0s
FDA's Regulatory Firewall Cracked, Staff Faces Trauma
Conducting interviews on stage can be emotional. Last night I got to speak with Richard Pazdur, the long-time FDA cancer czar who recently retired, along @ScottGottlieb and former FDA official Julie Tierney. Pazdur changed the way medicines are regulated, getting them...

Total‑body MRIs Yield High False‑positive and False‑negative Rates
Total body MRI scans generate lots of false positive results. Then there's the false negatives, too. https://t.co/7NITyu2sqM @PeterWhoriskey https://t.co/PW1Q2XjOn4

New Delivery Breakthroughs Expand Genome Editing Beyond Blood, Liver, Eye
Genome editing for treatment of diseases has been constrained to blood, liver and eye targets due to delivery obstacles. But that's about to change. a @NatureBiotech review https://t.co/NJHiMlHMVY https://t.co/pFDftgEWRX

No Recent H
There hasn't been a report of a dairy herd infected with #H5N1 #birdflu in the past 30 days. Does that mean there've been no infected herds? Or no reported herds? 🤷♀️ Since the virus was first discovered to have moved into...
Pazdur Warns Politics and Chaos Harming FDA Effectiveness
From our STAT #JPM26 event last night: Pazdur warns that politics, ‘chaos’ are damaging FDA Veteran drug regulator, who left the agency last month, says industry hasn’t fully realized extent of the issues https://t.co/ewSxWBoKGl via @elaineywchen

BeamTx Unveils 2026 Roadmap and FDA Wins
1/@BeamTx’s #JPM26 excellent presentation emphasised its strategic priorities & future milestones for 2026. Here’s my🧵👇which elaborates on BEAM’s current pipeline, the regulatory breakthroughs that $BEAM has managed to negotiate with the FDA & its corporate status $XBI #JPM2026 https://t.co/kK7Q1YVjOV

AstraZeneca Launches First TROP2 NMR‑guided Phase 3 NSCLC Trial
👀 Real precision medicine from $AZN $DSNKY TROPION-Lung17 TROP2 Biomarker Directed Phase 3 Trial of DATROWAY® Initiated in Patients with Previously Treated Advanced Nonsquamous Non-Small Cell Lung Cancer “…TROPION-Lung17 is the first phase 3 clinical trial to prospectively enroll patients with tumors...
Bacterial Phenotypes Stay Robust Despite Massive Genome Reshuffling
Creating bacterial genomic diversity through large-scale reconfigurations reveals phenotype robustness to organizational genome change https://t.co/TiY6WNWjUm
Eliminate Uncertainty to Boost Investor Confidence and XBI
Good dialog - worth the 3.5min listen 👂 TLDR - investors do not like uncertainty. Macro uncertainty, technical uncertainty, commercial uncertainty. Remove uncertainty and number go up $XBI
Teen Creates AI‑driven Mind‑controlled Prosthetic Arm
A 17-year-old built a mind-controlled prosthetic arm using #AI via @Khulood_Almani #Technology #Innovation #EmergingTech #TechForGood https://t.co/A0Aib1IG5I
Biotech Movers Shift Markets on JPM26 Day One
On Day 1 of #JPM26, no blockbuster headlines, but biotech newsmakers still move markets https://t.co/3cVFMwFBiI
RVMD CEO Defends Acquisition Amid JPM26 Scrutiny
Reporting from inside the room... With a grin — and tight lips — Revolution Medicines’ $RVMD CEO faces questions about acquisition https://t.co/75ftdUF2Jh #JPM26

Spaceflight Deforms Brains, Accelerates Disease in Humans
Humans are not well suited for prolonged spaceflight —Brain deformation patterns https://t.co/7CGvKyHUzG —Alteration of molecular networks and accelerated disease https://t.co/S1SyjNGZ61 https://t.co/3RYuwH8PYa

Longevity Clinics Cashing in on Pseudoscience Boom
The big business of longevity pseudoscience and marketing https://t.co/2Os0Q2frQl by @TrishaThadani "The boom in consumer demand has inspired as many as 800 longevity clinics to spring up around the country,... These clinics often charge as much as tens of thousands of...

Mitochondrial Transfer Fuels Cancer Spread, Impairs Immunity
The double whammy of mitochondrial transfer from immune cells to cancer cells, reducing immune cel function and powering tumor spread through lymph nodes @Cell_Metabolism https://t.co/q3ZcRObLAc https://t.co/eUAPrxSxlh

ABVX's P2b Data Boosts Valuation, Delay Sale
A few serious/non-memey words on $ABVX for the first time in a while. Nobody knows how much of this M&A rumor smoke coming out of France is real. A deal, if any, could be happening soon, or it could take...
Six Essential Bioinformatics Workflow Tools Simplify Analysis
6 links on workflow to make your life easier 🧵 Bioinformatics analysis involves a lot of steps, 6 links on workflow to make your life easier: 1. over hundreds of workflow tools and engines https://t.co/R29TTEYSMB