Subq Inventory Expense Shifts Income, Potentially Doubles TAM
Note for $TGTX, this year has $100m in expenses building inventory for Subq - from a theoretical accounting perspective should really be capitalized (and then written-off if failed or amortized in year of sale), but in actuality gets deducted from income this year. So basically $100m in income gets shifted a year later (COGS will be very low in first year of sales). This is a really low-risk product that basically comes close to doubling TAM, but that is not yet in many analyst reports at all. 9:22 AM
Breaking English Monopoly: Live Multilingual Trade Translations Launch
For the last 250 years, English has been the language of global trade. Flexport Translations changes that, allowing importers and exporters to communicate in their own language with live translations (powered by @grok) so they can understand each other. We've...
ECB Signals Quick Rate Moves Amid Gas Surge
The Fed has been quiet but THIS ECB comment shows you how central bankers are thinking about the rise in oil/gas prices Minutes after European natural gas surged 50%, an ECB Governor said they’re ready to “move quickly” on rates. Energy spike...
Critical One Energy Reclaims Full Control of Namibia Assets
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Regains Full Control of Uranium and Copper Assets in Namibia, Africa by @newsfile https://t.co/YGdKDhloWd
Massive M&A Spree: Premium Deals Across Sectors
Today's M&A notes - $WBD to be acquired by $PSKY for $31.00, 147.2% premium, $110bn - $AES to be acquired by GIP / EQT / CalPERS / QIA for $15.00, 35.5% premium, $33.4bn - $ASCU.to to be acquired by $HBM.to for 0.242x shares,...
Suez Canal Transits Slip 7% Amid Middle East Tensions
Suez Canal transits. By vessel types. Will the next one show the impact of the US-Iran war?
Banning Kids From Social Media Harms Everyone
The world wants to ban children from social media, but there will be grave consequences for us all by @TaylorLorenz https://t.co/Oop5i0wy6J
Aardvark Pauses Pivotal Prader‑Willi Trial over Safety
Safety concerns spur Aardvark to halt key Prader-Willi drug trial https://t.co/PWkOuDMIvo $AARD - 52% $SLNO
Vaccine Pioneer Warns: We’re Heading Downhill.
Stanley Plotkin, known as the “godfather of vaccines,” in an interview with @HelenBranswell: “All I can say is that I’m beginning to regret having lived so long — because we’re going downhill.” https://t.co/A2zcoP2Ghd
Oil Shock Threatens Inflation, Yields, Market Deleveraging
Markets are in risk off mode but NOT full panic YET 📉 $SPX $ES $NQ down 🛢️ $CL surging 🥇 $GC up YET 💵 $DXY strong 📈 $VIX rising Ras Tanura attacked. Oil supply at risk. Iran escalating. If oil keeps climbing, inflation comes back fast. If...
Antibody Plus Ozempic Drives Significant Weight Loss
New @NatureMedicine A randomized trial of antibody vs activin type II receptors with or without semaglutide (Ozempic). The antibody, bimagrumab, promotes muscle growth. Marked weight loss with the combination https://t.co/XUK93GTAmA
Disney/Hulu/ESPN Integration Will Appear Easier than Expected
Prediction: this will make the Disney / Hulu / ESPN DTC integration, which has taken 5+ years and with a lot of tough decisions to make along the way, look like a walk in the park. And that's before considering...
Lemonade Launches AI BS Detector to Cut Insurance Hype
Many insurers are issuing AI press releases. It's all very exciting. So at @lemonade_inc we built an AI BS detector: three KPIs, public data, no spin. It won't boost our popularity. It might boost your returns. https://t.co/Ua8vWxkObh https://t.co/xzazrKJ9zB
MWC26 Highlights Global Telecom Regulation Over Spectrum
Very interesting to listen into the #MWC26 session on global regulation and policy Featured @GSMAPolicy regulatory chief John Giusti with @ITU and @OECD directors Again, discussion was general telecoms (& AI), not mobile specific No banging on about more 5G / 6G...
T‑Mobile, Qualcomm Accelerate AI‑native 6G for 2029
.@TMobile and @Qualcomm are expanding our strategic collaboration to accelerate the path from 5G Advanced to AI-native 6G — targeting commercialization in 2029. Advanced connectivity. Integrated sensing. We’re leading the next era of wireless. https://t.co/uliuBDzUfm
Tune in 11 Am ET for Operation Epic Fury Discussion
Join me at 11 am ET this morning on @MSNOWNews to speak with my friend @AnaCabrera to discuss the latest with Operation Epic Fury.
Veteran Vaccine Pioneer Warns of Eroding Confidence
Stanley Plotkin had a major hand in the development of a number of vaccines in use today; he designed the rubella vaccine. He remembers the world before widespread use of vaccines & knows what's coming as vaccine policy is rewritten...
Focus on Churn Retention, Not Just Cost Cuts
the only analysis on this, imo, outside of "efficiency savings" through mass layoffs (🤮🤮🤮🤮) and tech stack consolidation is what percentage of "churn and return" customers from these two cohorts would extend their subscription lifetime with very little CAC increases.
GENB CEO Describes Emotional Whirlwind Going Public
2March: How did @generate_biomed CEO @mike_nally describe his whirlwind of emotions as his company went public? Read what he and CFO Jason Silvers, MD, JD said about $GENB plus updates on $CASIF, $NVAX, $PMVP & $SRPT in my latest StockWatch...
Future: Real-Time Immune Monitoring Like Glucose Tracking
Someday we'll be able to track our immune system like we do glucose Today @NatBME https://t.co/HFcFiUeyFg Previously @ScienceMagazine https://t.co/EcgBdwGxcd https://t.co/SpoZ5bLtjx
AI, VR, and Agents Redefine Travel Planning
The Future of Travel — AI Chatbots, VR and Agents Travel tech is evolving fast: AI chatbots, virtual reality and intelligent agents are all shaping how we plan, book and experience travel. Read more 👉 https://lnkd.in/eaRP8NXG #AI #TravelTech #Innovation #BernardMarr
Ozempic Reverses Osteoarthritis Cartilage Damage, Study Shows
I used to teach that osteoarthritis was "wear and tear" — lose weight, take painkillers, wait for a knee replacement. A study just published in Cell Metabolism proved that wrong. Semaglutide (Ozempic) didn't just reduce joint pain in osteoarthritis patients — it...
Data Center Outages Threaten Power Grid, Prompting Drastic Action
Dark side of the #datacenter craze: unplugging. Abt 40, using enough power for 1M homes, simultaneously went offline last year, forcing the #VA operator into drastic action. 2d such incident. #realestate #tech #AI #warehouses #industrial https://t.co/zdjJyMPnlt via @WSJ
Paramount CEO: No Production Cuts, Streaming Demands Investment
"We have no intention to pull back on production," says Paramount CEO David Ellison, who adds combining streaming requires investing in content to achieve growth goals.
Epic Fury Targets Iran’s Missiles, Navy, Nuclear Ambitions
Operation Epic Fury has a narrowly defined objective: destroy Iran’s offensive missile capabilities, cripple its navy and prevent Tehran from obtaining a nuclear weapon. @SecWar @DeptofWar @PeteHegseth
Legacy Infrastructure Slows Decisions, Innovation, and Integration
Legacy infrastructure isn’t just a technology problem. It’s a speed problem. It slows decisioning, innovation, and the ability to connect modern solutions across the enterprise. https://t.co/f6tGEUmM7Q
CNN's Streaming App Fails; Merge Back to HBO Max
If CNN can't get a decent sub growth push with the recent strikes in Iran, it should be a sign that a standalone CNN streaming app is a Bad Idea, and should be brought back into HBO Max. Then again,...
Bruce Honors Mascots While Chasing P&G Sale
Meet Bruce. He’s Got a Long Line of Advertising Mascots to Honor in Quest to Sell for Procter & Gamble https://t.co/CEGcvtR0UM via @variety
Gas Prices Jump
UK & European gas price benchmarks have both hit 12-month highs, jumping ~50% today after Qatar paused production in the face of Iranian attacks But it's worth putting this in perspective – we're a long way off the insane spikes we saw...
P&G Eyes Mascot for New Weed‑killer Brand
Procter & Gamble has backed ad mascots ranging from Mr. Clean to the Charmin bears. Now it's hoping to add another one to its roster --- for weed-killer? https://t.co/CEGcvtR0UM via @variety
Condo Owners Fight Demolition of Miami’s 1964 Tower
How a see-thru bldg came to be on some of America's hottest #realestate. 10 #condo owners sued the teardown of a 1964 tower on #Miami waterfront+neither side looks ready to budge. #multifamily #SoFla #litigation #TwoRoads #Marriott #Biscayne21 https://t.co/3FoaZTV7hq via @WSJ
Scale Agentic AI Fast or Lose Banking Edge
McKinsey says agentic AI could fundamentally reshape global banking. But it warns banks not to get trapped in endless pilots and proofs of concept. The competitive edge won’t go to those experimenting the longest, but to those scaling fastest. https://t.co/rrt7ROCCBl @DigWatchWorld @mckinsey
Europe’s Energy Dependence Exposes Critical Structural Vulnerability
Europe is once again reminded of a structural vulnerability. As I told @politico: “The fact is still that Europe imports most of its energy from other countries. And I think events like this just highlight how problematic, how risky that is...
AI Transforming Energy: Optimizing Utilities and Fault Detection
AI applications have the capacity to revolutionise the way we produce & consume energy Today AI is helping power utilities optimise operations like equipment maintenance & replacements, as well improving fault prevention & detection More 👉 https://t.co/j1qWzqgCEL @IEA #AI #IoT #5G #MWC26
Paramount CEO Urges HBO to Remain Independent, Seeks Bloys Deal
"HBO should stay HBO," promises Paramount CEO David Ellison. Praises Casey Bloys and says "Game of Thrones" is his favorite HBO show." I'd get to negotiating a new deal for Bloys then ASAP.
Paramount CEO: No Asset Sales if WBD Merger Proceeds
Paramount CEO David Ellison says no asset sales planned at this time if WBD deal goes through.
Flare's GU26 Targets Undruggable PPAR‑γ, Yet Caveats Remain
Who's heard of Flare Therapeutics? #GU26 late-breaker shows promise in hitting "undruggable" PPAR-γ target, with a few major caveats. Via @ApexOnco -> https://t.co/1GepvywtL0
Japan Poised to Rejoin US‑Canada Lithium Battery Alliance
Happy Monday & March. #Lithium is back. One of my hopes is Japan makes a comeback in lithium-ion battery working with the U.S. & Canada. https://t.co/xcJ04Pczo1
Paramount CEO's Forced Excitement Masks Warner Deal Hype
Paramount CEO David Ellison calls deal to acquire Warner, "a unique and thrilling moment." Alas he said it with the enthusiasm of a parking attendant telling you to head to the roof for a space. Pre-recordings never sound exciting.
Paramount to Merge Paramount+ with HBO Max
On investor call, Paramount confirms it plans to put P+ and HBO Max together, making one service from the two.
Charter's Mobile Surge Contrasts Home Internet Decline
.@charter is crushing it in mobile and bleeding in home internet. So Charter just hired the operator who made Frontier acquisition-ready. 🧵📉
Par‑WBD Forecasts $69B Revenue, $18B EBITDA
Combined Par-WBD estimated to have $69 billion in proforma revenue and $18 billion in EBITDA.
Europe Braces for Fallout of Trump's Drug Pricing Plan
“Nobody wants to feel cornered:" Europe braces for the fallout of Trump's drug pricing plan https://t.co/HZjZH0mdCU
Paramount Targets $6
Paramount COO Andy Gordon says $6 billion in synergies can be realized in three years from consolidating streaming structures, optimizing real estate holdings, combining various units, etc.
Starlink Hints at Extended Viasat/EchoStar 2GHz Licenses
Starlink is effectively confirming (or at least treating as a fait accompli) what I've been told previously, that the incumbent Viasat and EchoStar 2GHz licenses will be extended for a period of time beyond 2027
Munition Penetrates Fortified Ops Center, Killing U.S. Soldiers
Hegseth, asked how U.S. soldiers were killed over the weekend, says an incoming munition hit a fortified tactical operations center as other incoming rounds were knocked down by U.S. air defenses.
Paramount Pledges 30 Films, 45‑day Window; HBO Stays Independent
Paramount CEO David Ellison commits to 30 theatrical movies and a 45-day window and says HBO will continue to have the resources and independence to "do what it does best."
Starlink's Consumer Antenna Thrives Amid Warzone Jamming
Ukraine, @Starlink on maintaining connectivity of a network designed for consumer broadband in a war zone. Example: Starlink antenna, designed to avoid interruption from foliage, is also good for maneuvering around electromagnetic jamming attempts.https://t.co/l2cyeqqLWW https://t.co/tkv4jUz8s4
Android Auto to Soon Control Car Radio Tuner
Android Auto is one step closer to controlling your car's built-in radio tuner The feature could soon let users search for and play radio stations through its interface. ✅ Details - https://t.co/JDI5bKE1sn https://t.co/eoCk55HXgJ
Ellison Sees Warner Deal as Next‑gen Media Catalyst
Paramount CEO David Ellison says deal with Warner is opportunity to help shape the future and build the next generation media and entertainment company.