Notes From TBC (@crashkolnikov) 's Twitter Profile
Notes From TBC

@crashkolnikov

I write about global equities, not just the popular ones. Check out the link below for deep dives and other musings.
Not advice.

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linkhttps://notesfromthebeautycontest.substack.com/ calendar_today16-01-2025 08:00:18

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Brett Adcock (@adcock_brett) 's Twitter Profile Photo

This week, Figure has passed 5 months running on the BMW X3 body shop production line We have been running 10 hours per day, every single day of production! It is believed that Figure and BMW are the first in the world to do this with humanoid robots

Notes From TBC (@crashkolnikov) 's Twitter Profile Photo

Looks like DB-OTO could be the leading contender for the first "not invented here" approval at $REGN. The other is cemdisiran, but it's filing later without FTD. DB-OTO could be approval no. 15 or 16 depending whether garetosmab gets there first!

Notes From TBC (@crashkolnikov) 's Twitter Profile Photo

Strong Dupi quarter! Constant currency growth accelerating to 26.2% in Q25 at EUR4.2bn. Strongest growth rate for over a year $SNY $REGN sanofi.com/en/media-room/…

Notes From TBC (@crashkolnikov) 's Twitter Profile Photo

Multi-million $BRKR NMR deal for advanced battery research at Max Planck Institute. Easy to overlook 50%+ of BRKR's business sits outside of life science research, much of it very competitively positioned in compelling secular fields: battery research, fusion energy, European