FDA Lets Sarepta Push Failed Drugs, Blocks UniQure
Let's look at how the FDA is treating $SRPT and $QURE differently. The FDA grants accelerated approval to Amondys and Vyondys to treat Duchenne muscular dystrophy. Sarepta conducts a post-marketing confirmatory study that fails to show a benefit for either drug. There is no evidence that patients are benefiting from either drug, based the outcome of a randomized, controlled study. Still, Sarepta pushes forward, seeking to convert accelerated approval to final approval. The FDA allows Sarepta to submit an application. "The adequacy of the data to support conversion to traditional approval will be a matter of review," the FDA concludes, according to Sarepta. Amondys and Vyondys should be withdrawn from the market. My opinion. I've said that repeatedly. There's a process, of course, so FDA should review the data. That's what regulators are supposed to do. And then, there's UniQure and AMT-130, its treatment for Huntington's disease.... The FDA won't even allow UniQure to submit an application for accelerated approval. Bar the door, the FDA says, not even a review. https://t.co/CmDs13aVry
Senior Deals Earn Fees, Then Face Distressed Capital
The 2024 SteerCo playbook: Go super-senior, get fees, get paid. The 2026 SteerCo playbook: Go super-senior, get fees, get stuck with new money that’s now also distressed.
ESA Restores Contact with Proba-3 Coronagraph After Month‑Long Silence
ESA Director General Josef Aschbacher says at a press briefing that controllers have just managed to restore contact with the Proba-3 coronagraph spacecraft, which had been out of contact since last month. Recovery efforts underway.
Pentagon Briefing Opens to Photographers for First Time.
Photographers from several outlets were allowed into the Pentagon's briefing today — the first time since my reporting: https://t.co/4EbXGWkVHt
Iran Seeks Strait Tolls, Turning Conflict Into Revenue
Iran. Proposes tolls on maritime for transiting the Strait of Hormuz. If they can pull it off, Iran would gain a revenue benefit from the war.
US Foreign Policy Alienates Allies, Prompting Australian Rethink
An obvious comment on US Foreign Policy: US foreign policy is self-defeating. a. spend a year beating up on allies, threatening to take land (Greenland) from a NATO ally b. wage a trade war against your allies. Sure the tariffs were...
PFAS Extraction Enables Lithium Recovery From Brine
Can PFAS, "forever chemicals", be extracted and used to retrieve lithium from brine? Check out this latest news release on research from Dr. Tour's lab group: https://t.co/BHcEqONMvG You can read the full journal article in Nature Water here: https://t.co/bLKlLcu9oD To stay up to...
Oil Prices Actually Drive Consumer Stock Gains
"Correlation is not causality, but in this case it is" - says @JeffMacke about Oil Prices and Consumer stocks today LIVE on The Morning Show @StockMktTV Come join us here: https://t.co/aaQB8DQwao https://t.co/vcSCHDipc0
VOA Returns to Air, Faces Trust Rebuilding Challenge
Voice of America is ready for its comeback. A federal judge ordered 1,000 employees back to work, and told the government to resume broadcasting. The hardest task ahead, staffers say, may be restoring trust with audiences. https://t.co/ZmF0Ky699X
Administration Undervalues Counterspeech, Needs Independent Press
Important to understand. Our administration underestimates or ignores the value of counterspeech which leans heavily on an independent and plural press of quality outlets working to get to the truth.
Meta Secures 697 Fifth Avenue Flagship, Boosts Vornado
Big #tech discovers #5thAve. $META takes entire 15KSF townhouse at hi-rent 697Fifth, next to the #StRegis as its 1st permanent #NYC flagship+making owner #Vornado's day. #realestate #CRE #REIT #Facebook #virtualreality #retail #FarleyBuilding $VNO https://t.co/sYcy85cb1c
ODNI Threat Assessment Vs. Pentagon China Report: Key Contrasts
Some interesting differences between the newly-released ODNI Annual Threat Assessment and the Pentagon's China Military Power Report (CMPR), released only a few months ago. https://t.co/X6EiKBmG3b
Agility Robotics Plans Fully Automated, Robot-Staffed Factory
#WhosNext? Assembly line workers in a humanoid #Robot factory? Agility Robotics is looking to populate its entire factory with working examples of its own product. #Robotics #Manufacturing #Automation https://t.co/ZYEwn9dOQf
Twitter Breaks Stories Days Before Mainstream Media
Been happening for years now but I still grin every time I see it. Headlines being reported in the mainstream media, 2-3 days after they were first on here. Normie friends, who are on Insta/Tiktok but not on X, have...
Treasury Secretary Hints at Unsanctioning Iranian Oil, Second SPR Release
What US Treasury Secretary Scott Bessent told @FoxBusiness about unsanctioning Iranian barrels -- and a potential 2nd SPR release. (I look forward to see how KSA, UAE, Iraq, Qatar, and Kuwait feel about unsanctioning Iranian oil barrels) https://t.co/buyI81abII
Oil $200 Price Unrealistic; Even $150 Doubtful
Of course it's possible that oil goes to $200. But that kind of price level basically assumes a return to full shut down for all oil coming out of the Persian Gulf and a very low price elasticity of demand....
Customs Audits Reveal Hidden Tariff Overpayments
You’re probably overpaying tariffs. A lot. Complexity, classification errors, outdated rates and fragmented data often hide the problem. Customs audits expose it – and recover the money. If you import at scale, this is worth a read: https://t.co/LSAQcgO4D5 #customsaudit https://t.co/5ImA8wSHUS
Congruence Launches First Drug, Secures $40M Funding
Exclusive: Clarissa Desjardins' newest biotech has put its first drug in the clinic + raised $40M more. Congruence also expects to put 2 more molecules into clinic in early 2027, seeing its platform driving its R&D efficiency: https://t.co/pzxcnmKFBj
Side Effects Signal Unaffordable Medication Costs
When side effects are actually a cry for help with medication costs http://dlvr.it/TRZqBj Physician #Cardiology
Oil Spike Is Tax, Not Rally, Hits Consumers
Brent near $110. WTI at $96-103. Strait of Hormuz blocked. $XLE at all-time highs. $SPY at 2026 lows. This is not an oil rally. This is a tax on every consumer, every margin, every growth assumption. https://t.co/QUhNdfGuZ7
Europe’s Gas Crisis Sparks Powerlessness, Calls for Referendum
The problem with soaring gas prices in Europe is that it is deja vu all over again when it comes to extreme powerlessness. FWIW - It is hard to imagine Europe gets through this without a voter referendum on powerlessness. Needless to...
Tripo AI Unveils Quiet 3D Revolution at GDC
AI 3D generation just had a watershed moment at #GDC2026. While the show floor was packed with hype, the real revolution was quietly running live at the @Tripoai booth. Here’s what most ppl missed 🧵 ↓ https://t.co/eIYhMvWjlG
Trolls Panic as Silver Nears Half Its January Peak
Funny reading back through the comments from the trolls now in a panic with Silver almost at 50% of its Jan high What ever happened to the Silver supply shortage and the big premiums in China?
Grant Licenses to Producers if Export Ban Looms
If an oil export ban is coming, they should grant export licenses to anyone increasing production
Call Your Rep: Stop Book‑Banning Bill H.R. 7661
This dreadful book banning bill, H.R. 7661, has made it out of committee and into the House. It's time to call your reps.
Higher Body Fat and Inflammation Raise Mortality Risk
Linking adiposity and inflammation with all-cause and cardiovascular mortality https://t.co/JXj1WDWHHx via @medical_xpress #health #lifestylemedicine #CardioTwitter #MedTwitter #hearthealth
2015 Yuan Devaluation Warns of Gold, Silver Risks
Commodities plunged post China yuan devaluation in 2015. I wonder if there is a signal here for Gold & Silver. China isn’t exporting their refined products to neighbors who are at great risk. China has 3-4 months of reserves itself -...
US Waivers De‑Stigmatize Russian Oil, Boosting Putin
Big thanks to @Aaron_Krolik for including me in this great @nytimes story on how Russia is a major beneficiary from the sharp rise in oil prices. Temporary US waivers of Russia sanctions are de-stigmatizing Russian oil and giving Putin a...
Real Estate Set to Benefit From Private Credit Exodus
Real estate could be the big winner in the private credit exodus https://t.co/DFzvuJjBGz #realestateinvesting @JLL @blackstone @CoStarGroup
Personal Lease Sign‑Off Saves Owners Thousands Every Years
Why I still sign every lease in our ~1200 unit portfolio personally: Bc, about once every 2-3 yrs, I catch an incorrect rental amount, which would have cost the owner: 1. Hundreds or thousands of $$$ in forgone rent and, 2. In...
Iran Vows to Cripple Middle East Energy if Attacked
JUST IN: 🇮🇷🇺🇸🇮🇱 Iran announced that if Israel and US once again attack the Iranian energy infrastructure they will destroy all the infrastructure in the middle east for good “We warn the enemy that you made a major mistake by attacking...
Geopolitical Oil Surge Threatens India's Inflation and Rupee
Surging Crude Oil Prices: The geopolitical unrest caused Brent crude oil prices to spike past $115–$118 per barrel. As a major energy importer, this poses a significant risk to India's inflation outlook, the rupee, and corporate profit margins.
Rising Oil Prices Pressure Mining Earnings Through 2026
To help mining investors understand the impact of rising oil prices as miners report 2025 results and thinking about 2026 results...
50k Autonomous Cars Arriving Within a Decade.
50k more autonomous cars on the roadmap in less than one decade. Autonomy will not take decades to scale. It’s happening now.
Platinum Now in Intermediate Bear Market; Risk of Full Rout
Platinum has now entered an intermediate bear market The problem with intermediate bear trends is that they can become complete routs https://t.co/MdjgBz11ky
Prolonged Disruptions Will Scar Oil Output, Keep Prices High
This is not good news for an already strained global energy market. The longer this goes on the more long-term damage will be done to oil production that will take markets longer to recover from. Oil prices will not “drop...
Sticky Video Player Fuels Massive Requests and Privacy Nightmare
I have been saying forever, "Hell hath no fury like a user scorned". And don't even get me started about the 'sticky video player' -> An analysis of a NYT article load finds 422 network requests totaling 49MB, triggering a...
Mindset Boosts Aging: 45% Seniors Improve Over Time
45% of Seniors Got Better With Age (Yale / Geriatrics) Nearly half of adults over 65 got BETTER with age -- not worse. And mindset was the biggest predictor. As a medical school professor, I was trained to see aging as inevitable...
Brent Crude Spikes Past $118, Then Eases
“The price of Brent crude surpassed $118 a barrel on Thursday, an increase of nearly 10 percent, but has since pared some of those gains.” https://t.co/Z9YDmbtUW3
SwissTo12 Scales to Eight HummingSats Annually with ESA Funding
Small-GEO sat builder @Swissto12, now w/ 7 sats in production (2 unnamed), uses @ESA investment to expand production capacity. Goal is 8 HummingSats/year. @SES_Satellites @viasat.https://t.co/9uOrjCLVKk https://t.co/bM1pA0m3hY
Pentagon Preps Press Briefing After Trump's Iran Threat
Good morning. In the Pentagon briefing room this morning for an 8 a.m. press conference with Secretary Hegseth and Gen. Caine. It comes after President Trump threatened overnight to “massively blow up” Iran’s South Pars gas field if Iran continues attacking...
Tech Leaders Seek AI, Yet Need Real-World Planning
It’s a bit ironic that so many tech founders and executives find me through AI, only to hear my first piece of advice—don’t rely on AI. I recently addressed a rolling GRAT question from a young married couple and discovered they...
Prefer Energy Supplies That Bypass Religious Conflict Zones
1. Buy your needed energy inputs from a region that needs to traverse a religious war zone 2. Buy your needed energy inputs from a region that does not need to traverse a religious war zone
RBOB Futures Signal $4.10 AAA Gas Price Soon
$3.19 RBOB gasoline futures imply $4.10 AAA average gas price in a couple weeks https://t.co/7IwQpsyBoY
Minnesota Mining Leak: 400,000 Gallons Escaped Unpermitted
When someone tells you that Minnesota has tough mining standards be sure to share this with them. Of the 11 documented failures that were admitted, the "largest unpermitted release was nearly 400,000 gallons" and it may have reached the Beaver...
China-France Dialogue Highlights Need for Oil Market Cooperation
Pleased to meet with Ambassador of China to France Deng Li at the @IEA headquarters in Paris today We discussed the importance of international cooperation to stabilise global oil markets for the benefit of all countries https://t.co/ykUkaiugbV
Spain's Renewables Shield Power Prices From Gas Shocks
Spain's renewables build-out has structurally decoupled its electricity prices from gas markets. Gas now sets the price in only 15% of hours, compared to 90% in Italy. Countries that invested early in clean power are far less exposed to...
Iran Conflict Triggers Gold‑Crude Reversal Signal
Iran War Sparked Gold/Crude Reversion - Significant reversal potential, with a worthy catalyst, may be the takeaway from silver reaching its highest ever vs. copper and crude oil, and from the gold/crude ratio peaking in January. Was the Iran-US conflict...
Middle East LNG Disruption
Disruption of LNG supplies from Middle East showing what an excellent idea it has been from our wonderful political class to run down the North Sea.
2026 Gold and Crude Face Pump‑Then‑Dump Threat
2026 Pump-Then-Dump Risks in Both Gold and Crude - Gold's big green 2026 annual candle to its Jan. 29 high of $5,595 an ounce risks turning red by year-end -- particularly if the Strait of Hormuz is secured -- with...