10 books that changed my life...

Some exciting new GLP-1 drug randomized trial evidence for *potential* disease-modifying impact on #Parkinsons disease (there are none). No progression of motor disability in the Rx group for 12 months. nejm.org/doi/full/10.10…

$jspr $crdf these two little ones have been holding to gains relatively well during the recent market turmoil 🙏 🙏 🙏

😬 looks like I jinxed both. 😭 😭 😭

Another great episode from BiotechTV

$KYTX Impressive! 6 of these funds purchased a total of 2.165M shares at IPO including Logos, Perspective, EcoR1, Cormorant, Avoro, and Casdin. Not a lot in value, but it definitely shows the interest in the company.

$KYTX Commodore turns out to have 912k shares, largest among the funds so far.

Sequoia founder Don Valentine: “The art of storytelling is incredibly important” “The art of storytelling is incredibly important. And many—maybe even most of the entrepreneurs who come to talk to us can’t tell the story. Learning to tell a story is incredibly important because

AbelZeta GPC3 Car-T C-CAR031 now with cORR=57% (!) in median GPC3+ve 4L liver cancer. Via Qi Zhang #ASCO24 $AZN

$lbph re-entered at 33.40 on this pull-back. Last time it ran from 31 to 40 in a few days.

$nvax Bought at 14 on 7/19 when the stock pulled back.

$jspr What’s the reason for the recent weakness? It’s down when everything else in biotech land is up huge.

$nvax Stopped out at 13.86 for a small loss. Doesn’t look good with this JPM downgrade. Shouldn’t have let it turn from a gain to a loss.

$nvax Reentered at 12.10. Looks like the previous low is the support. We’ll see.

MY 2026 PREDICTIONS 1. Amazon goes from Mag-7 laggard to leader as AWS reaccelerates. Compute bottlenecks fade, Trainium gains real adoption & AWS growth moves back toward the mid-twenties, while Ads continues its steady climb & becomes a second profit engine that structurally

The Space Theme Launch, Space Systems, and Tourism: $RKLB ~ Reusable rockets, satellite launches $SPCE ~ Pure‑play suborbital space tourism $GEMI ~ Recently listed commercial space station and infrastructure play $RDW ~ Space infrastructure (robotics, sensors, components for

Trading rules to live by...