FDA Approved Pembrolizumab Using Single‑Arm Trials Across Tumors
It would be highly instructive to read the pembrolizumab paper highlighted by @DrPatrick. Of course, he doesn't expect anyone to do that. This is what it says IN THE FIRST PARAGRAPH: The FDA approved pembrolizumab on May 23, 2017, for the treatment of adult and pediatric patients with unresectable or metastatic, microsatellite instability-high (MSI-H), or mismatch repair deficient (dMMR) solid tumors that have progressed following prior treatment and who have no satisfactory alternative treatment options and for the treatment of unresectable or metastatic MSI-H or dMMR colorectal cancer that has progressed following treatment with a fluoropyrimidine, oxaliplatin, and irinotecan. The FDA granted the approval based on an understanding of the biology of MSI-H/dMMR across different tumors along with the clinically important effects on overall response rate (ORR) observed in patients who were enrolled in 1 of 5 single-arm clinical trials. None of these elements of the pembro approval pertain to $IBRX Anktiva at all. If Dr. Soon-Shiong wants the FDA to broaden the use of Anktiva beyond its niche approval in a type of bladder cancer, I strongly suggest completing clinical trials. Collect real evidence the drug is effective, and then maybe the FDA will do what he wants.
ARC Raiders Shatters Records, Validates Nexon's Global Strategy
Junghun Lee, CEO of Nexon, said in an earnings release, “ARC Raiders, the biggest new game launch in Nexon’s history, is still growing and sustaining engagement 15 weeks after the October launch. The game has exceeded our most optimistic projections,...
Tech Stack and Agile Leadership Drive Banking Performance
A strong tech stack supported by change-ready leadership is essential for improved performance in today’s banking environment. Access the free report: https://t.co/0wah7wPuXN https://t.co/afm9zdd3tL
Rosgvardia Gains Independent General Staff, Not Subordinated
Seeing content here on X that the Russians subordinated Rosgvardia to the General Staff of the military. That is incorrect. The decree expands the HQ staff of Rosgvardia and gives it its own general staff structure. Zolotov remains the head....
Venezuela's Oil Output Projected Near 1M B/D by 2026
How much oil would Venezuela produce by Dec 2026? (Current output has rebounded to just under 1m b/d)
Vulcan Launch Anomaly Reported, Payload Still Delivered
ULA statement re anomaly on this morning's Vulcan launch. Payload reached its destination nonetheless. https://t.co/J8cN2YByhj
DOJ Removes Antitrust Chief Over Netflix‑Warner Review
DOJ Ousts Antitrust Chief Gail Slater, Who Was Reviewing Netflix-Warner Bros. Merger https://t.co/l7b5hTZGvH via @variety
Live Service Games Stuck in Inescapable Death Spiral
The live service game death spiral is a bleak one. It's difficult to avoid and all but impossible to escape. Here's what the heads of Specter Divide (remember that) said about the dead game stench back in 2024. https://t.co/keUaQlgBVX https://t.co/xepsE2x5QW
Russia Finally Allies with China, Silencing Doubters
I am old enough to remember how many know-it-alls last November said I was talking nonsense, and Russia would "never" propose an alliance against its "all-too-important" ally China. Well guess what. https://t.co/9TZCmGb4rZ https://t.co/DMqldPqWvG
Atlanta Needs More Walkable, Transit‑adjacent Shopping Experiences
I enjoy my visits to Toco Hills Shopping Center because there are some great stores there. But my wife has to drive us, and walking through the parking lot to get from place to place is really unpleasant. Meanwhile, the...
Seres Cuts Staff and Pauses Flagship Program
Seres to lay off staff, pause top program in latest reboot https://t.co/yJRtypSN3d by @Lilah_Alvarado $MCRB - 37%
Southwest Keeps Viasat Wi‑Fi on Line‑Fitted Planes
Reports quoting financial services firm William Blair suggest that Viasat’s inflight connectivity system will remain in play on linefitted aircraft at Southwest, even as it brings Starlink to aged jets. RGN has sought confirmation from Southwest. https://t.co/48cTJCGB56
Fathom Announces 2026 Classic Film Reissue Lineup
With increasing popularity of rereleases, re-release focused distributor #Fathom unveils batch of all time classic reissues slated for 2026 at US #BoxOffice: #ABeautifulMind #BenHur #CitizenKane #FriedGreenTomatoes #GoneWiththeWind #ItsaWonderfulLife #OceansEleven #SilenceoftheLambs #TheBirdcage #TheFifthElement #TheMalteseFalcon #WillyWonkaAndtheChocolateFactory
SOLS: Cheap US Uranium Conversion Monopoly Amid Global Shortage
Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every...
Ubisoft Beats Forecast, Rainbow Six Mobile Hits 18M Pre‑Regs
Ubisoft in Paris just reported its Q3 + sounded pretty happy, beating their forecast. No Assassin's Creed Black Flag remake announcement yet, but they did confirm Rainbow Six Mobile has 18M pre-registrations and is due out worldwide on Feb 23. Call with...
Bioresorbable Implant Uses Heat to Block Pain
Our latest paper appeared today as a cover (inside front) feature article in Advanced Functional Materials, titled “A Bioresorbable Neural Interface for On-Demand Thermal Pain Block.” The focus is on a bioresorbable, implantable form of neural electronics that supports precisely...
ULA Labels Vulcan SRB Issue a Significant Performance Anomaly
ULA's comment on the "observation" (now "significant performance anomaly") seen on one of the Vulcan SRBs on this morning's launch: https://t.co/VePOoE0Ne4
Ariane 64 Launches 32 Amazon LEO Satellites From Guiana
First Ariane 64 heavy-lift rocket lifts off from Europe's Guiana Space Center with 32 Amazon Leo sats. Now wait about 1h29 mins for the start of deployment, which will take 25 minutes at 465 km. @Arianespace @Amazonleo https://t.co/NbkDvLrFjn
Daré Bioscience Launches Reg A Crowdfunding for Women's Health
Daré Bioscience with an approved product and a pipeline in women’s health is raising money from investors in a crowdfunding like construct (reg A offering with minimum investment of $250). https://t.co/NA3JKe6Irg haven’t seen too many of these
CinemaUnited Adds Diverse Studio Panel to CinemaCon 2026
In order to celebrate the importance of diversity of theatrical offerings, exhibitors union #CinemaUnited formerly known as #NATO has just announced that, for the first time, #CinemaCon will have #AngelStudios, #RowKEntertainment & #StudioCanal with a panel on the main stage...
Personal Guarantees Threaten Your Assets—Test Before Signing
One of the most terrifying moments for @billda happened in a deal we did together. He was sitting in his car in a parking lot, hands shaking, staring at a letter. Our main supplier—80% of the SKUs—was terminating us. And he was...
US Energy Secretary Visits Venezuela's Orinoco Oil Belt
Well, I admit that if you have asked me three months ago, certainly I didn't have the following on my 2026 bingo card: "... US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan...
Molecular Mimicry Links J&J Vaccine to Rare Clotting
Cracking the case: how did adenoviral vector vaccine such as the J&J's Covid induce very rare and potentially fatal clotting, bleeding? An elegant proof of molecular mimicry—genetic background + rogue antibodies https://t.co/yp6TNE8ZQC https://t.co/NhhYDvntmT @rkhamsi @TheAtlantic https://t.co/xY7f6MVkx9 @kakape @GretchenVogel1 @ScienceMagazine
Sanofi Appoints Ex-Merck KGaA Chief Garijo as CEO
Sanofi, looking for more ‘rigor,’ swaps CEO Hudson for ex-Merck KGaA chief Garijo https://t.co/SDLUYOzPuD by Kristin Jensen $SNY - 4% $MKKGY
Oracle Deploys Agentic AI for Retail Banking Operations
Oracle bets big on agentic AI for retail banking: pre-built agents for credit decisioning, collections, compliance—human-in-the-loop governance at the core. Hundreds more agents planned in 12 months. Oracle launches Agentic AI platform for retail banking https://t.co/Rdq57xCcOd https://t.co/UjiB7TV4tX
Jay Shetty's Perfect Strangers Signs Netflix Deals for Two Series
.@jayshetty Launches Perfect Strangers Production Shingle, Which Has Inked Netflix Deals for Two TV Series (EXCLUSIVE) https://t.co/XXud6rhNPc via @variety
Trump Presided over Record U.S. Coal Plant Shutdowns
NEW ANALYSIS: Donald Trump has overseen more coal closures than any other US president That must be why he was just crowned "undisputed champion of beautiful clean coal” (10/10 no notes, I am not making this up) https://t.co/eddrivj51U https://t.co/GCeGP8hv03
Oracle Health AI Empowers NHS Doctors to Tackle Challenges
Bringing the innovative capabilities of @OracleHealth Clinical AI Agent to the NHS and throughout the UK underscores our commitment to empowering doctors to deliver exceptional care. By embedding advanced AI-powered capabilities into clinician workflows, we can tackle some of the region's biggest healthcare...
Ohio’s Data Centers Tighten Natural Gas Balance
The data center driven surge in Ohio's electricity consumption has contributed to tighter natural gas balances. For the 12-months ending in October, 2025, Ohio's natural gas consumption was 3.7 bcf/d, near an all-time high, driven largely by demand in the...
Rising Energy Demand Calls for Cutting Red Tape
This is the important energy graph, not the one showing generation flat. We've had a couple decades of little to no demand growth. But now that we have growing demand again, we must cut the red tape and build.
FDA’s Prasad‑Era: Rules Shift, Rare‑Disease Drugs Stalled
This week's Biotech Scorecard newsletter: The old Vinay Prasad never left. He just changed jobs Submissions to the FDA are handled by teams of reviewers, of course. But when I look across all of these recent cases, I see a...
AI, Hypersonics, and Naval Power Redefine Conflict
The Golden Dome is an offensive weapon. In this interview, David Murrin explains how AI, hypersonic weapons, and maritime power are reshaping conflict—why Taiwan matters, and why strategic compression raises the risk of escalation. Watch the full conversation : canadian_prepper #Geopolitics #AI...
Defying Doubters: Engine Assembly Begins Next Month
Experts said Boom wouldn’t be able to build our own engine and we were cooked. First engine assembly starts next month. So we’ll find out pretty soon… https://t.co/HUAcBJ5BFs
Russia, China Shape Western Leaders' Strategic Decisions
This is not about rhetoric. This is about influence that changes outcomes. This piece explores how Russia and China have shaped the thinking and incentives of Western political leaders in ways that matter strategically. If you want to understand why Western policy sometimes...
CatchyComedy Debuts First‑ever Complete Lucille Ball Marathon
TV Talk: First time ever @catchycomedyfun collects all of Lucille Ball's series (+ specials, movie, doc) in one #CatchyLovesLucy programming block + terrible #Neighbors show up on @HBO + #MayorOfKingstown gets Pa. Film Tax Credit $ via @TribLIVE - https://t.co/AjjY0Vi1zz...
Efficient Payments Must Exclude Terrorists and Criminals
It’s time for a more efficient payments system, but access to it has to ensure that bad actors like terrorists, traffickers, money launderers, and other criminals are kept out.
China’s Urban Gas Network Reaches 484 Million Residents
China’s residential gas revolution China has connected more than 300 million people living in urban households to the natural gas network since 2010, according to data published late last year by the National Bureau of Statistics (NBS). The number of urban...
Steepening Yield Curve Could Shift QE Benefits to Main Street
How might the Fed/Treasury do that? One possibility is to cut short rates to steepen the yield curve, and deregulate the banks into buying the long end so that the Fed’s balance sheet can be “privatized.” If those QE assets...
India's Potential Record Defense Deal: 114 Rafales
India purchasing 114 Rafale jets. The biggest defense deal in India's history if it full goes through.
Iran Relies on Massive Missile Arsenal for Deterrence
Iran’s missiles are its only credible deterrent, with bases, shipping lanes, and energy infrastructure in range. Tehran won’t cap missile stockpiles because it needs large numbers to overwhelm defenses and hit targets. With @DEsfandiary on @TheTerminal: https://t.co/zj7y46yUmH https://t.co/PrdB2GZY5w
Pepsi Slashes Junk‑food Prices After SNAP Lobbying Backlash
PepsiCo reportedly spent $2.8 million last year lobbying to keep junk food eligible for food stamps. Then 18 states moved to restrict SNAP purchases of soda, candy, and ultra-processed snacks. Within a week, PepsiCo cut prices on Doritos, Lay's, and Tostitos by...
Terray's Non‑diffusion AI Beats Boltz
NEW: Terray has taken a contrarian AI approach, building a non-diffusion-based model for binding affinity predictions They shared some H2H results against Boltz-2, a popular open-source model, showing 20% more accuracy + 26x faster to run: https://t.co/BFZU8y6qI8
Grab Buys Stash to Import US AI Wealth Regulator Moat
The Reverse Expansion: East Acquires West 🔄 Singapore's Grab is buying U.S. fintech Stash for $425M — not for the users, but for the AI Money Coach: an SEC-regulated, auditable AI wealth advisor with $5B+ AUM. Super-apps are now importing American regulatory...
Investors Need Massive User Base, Causing Game Sector Exit
You would need like 100 Mewgenics to satisfy the returns these types of investors in games are looking for which is why they are abandoning the sector.
AI Models May Cheat on Molecular Binding Predictions
The Utah-based startup Leash Bio is warning of the potential for AI models to be cheating on tasks like predicting binding affinities of molecules I talked with @allmeasures about how its "Name that Chemist" quiz relates to the goal of generalization:...
Southwest Unfazed by Antenna Drag, Mirrors Ryanair
Southwest not bothered by antenna drag or passenger take-up numbers as per Ryanair's dismissal of Starlink? #avgeek
Sanofi's Board Ousts Hudson, New CEO Faces Dupixent Gap
So Sanofi's board strikes again. Paul Hudson gets the old Paris boot 6 years after taking on the task of remaking the pipeline. It hasn't gone well. Next: Belen Garijo. She has a few years to get ready for the...
FDA Defends Skipping Review of Moderna's mRNA Flu Shot
FDA defends its decision not to review Moderna's mRNA flu shot. My comments with @NBCNews @BerkeleyJr https://t.co/h8PlaEUC3v
ASCO GU26 Highlights Litespark, Keynote B15, Flare
Key late-breakers at Asco #GU26 include Litespark-011 & 022, Keynote-B15... and who's heard of Flare Therapeutics? Via @ApexOnco -> https://t.co/bXcANMQu5m $MRK $PFE $ALMPF $CGON $VIR
Vulcan Launch Shows Possible Solid Booster Nozzle Failure
🚨 Vulcan Problems: Today’s ULA Vulcan launch from SLC 41 seems to have had some sort of solid booster problem. Possibly a nozzle burning through. The only official word from ULA is that they’ve made an “observation”. The sparks are clearly visible in...