Rethink Drug Value Through Quality‑of‑Life Lens
Why aren’t the drugs worth it? Because a diseased person’s adjusted quality of life is low. So their life isn’t worth much. Therefore the drugs aren’t worth much since they don’t save a valuable life. It’s an interesting world view. If we’re going to adapt it as a society think we need to expand the framework and have some real tough discussions. Sorry to anyone over 70…
White House Finally Tackles Real FDA Concerns
Well, at least the White House is focused on the real issues at the FDA.
Fronting Insurers Carry Counterparty Credit Risk, Not Underwriting Liability
Can someone smarter than me (@CedarStResearch @tangentstyle @anyofyousmartinsuranceandfinancial Guys) help with the following: State National fronts risk. My understanding is they are the actual insurance company that has to make sure the claim is paid. The people they sell the risk to...
Chicago Faces Diesel Shortage, Could Spread Nationwide
Chicago is way short on diesel. Hopefully not coming to a region near you. cc @JacobShap @Rory_Johnston
Kuru Sandals Ease Plantar Fasciitis at Home
My plantar fasciitis is subsiding after a month thanks to a number of things. The most important being this Kuru footwear. Get yourself some sandals for around the house. See below
Celebrating Cal Scruby’s Fresh Sound and Personal Growth
My guy @calscruby has another **banger** Nice to see some new stuff from him. Cal, if you see this, hope life has been good. Sounds like you been through some things. Props to what you’ve built. I like the new you. PS....
Tesla FSD Fans Enthusiastic, Awaiting Twitter’s Mockery
Hung out with 3 people that owned Teslas with FSD this weekend. Boy do they love it. Can’t wait for Twitter to tell me they are idiots.
Kelly Starrett's
In case you need this. Lord knows I do. Terrible right now. Plantar Fasciitis | Feat. Kelly Starrett | Ep. 77 | MobilityWOD https://t.co/GlcQ0wXBcW via @YouTube
UniQure Bet Turns Into FDA Shitstorm and Short‑sell Speculation
I bet on uniQure thinking it was an obvious win win win. HD wins with expanded access. FDA wins by narrowly expanding authorization while vigorously monitoring follow up data. Investors win as the company proves what doctors are saying. Instead...
Frequent Monitoring of Rising Assets Signals Need to Trim
And if you find yourself looking often while it is going up then prolly time to trim some.
Expensive Stocks Trigger Sell‑off, Narrative Needed
What if a bunch of stocks just got kind of expensive, are selling off, and we need a narrative? Just sayin…