@X you guys aree fucking retards. look at my posts , you think a bot is going to rite that shit? it's cuz i mocked rfk jr's dick eating one too many times, isn't it?
I posted previously explaining why this + longer t1/2 should -> >> cAMP signaling for bero at = mass vs sema. Though remains to be proven how translates to outcomes. The conformational dynamics of biased agonism and downstream signaling differences are really interesting
🛎️Fantastic summary of the results out of ADA 2026 from @rn_flex for things not named CagriSema or retatrutide: Zenagamtide, Berobenatide, UBT251, enicepatide & orforglipron
This paragraph in particular (focused on Pfizer’s berobenatide) was helpful to me about why it seems to
GOLDMAN: INVESTORS TRIM BIG TECH EXPOSURE
Goldman Sachs says investors are reducing exposure to the Magnificent Seven as they favor AI beneficiaries, such as semiconductor companies, over hyperscalers funding heavy AI spending.
The bank believes markets are rewarding companies
$MEDP remains largest position at ~12% no trades, $Lly 7.5% net added over the past month, $UTHR 7% small add, $cort 6% no trades, $vrtx 4% some selling.
I like $BBIO a lot, will plan to hold it a bit longer. Took a 2% position 73.xx avg. Sold some $LLY I opportunistically bought last week (7% gain on that tranche, now ~7.5% position). Literally never heard a biopharma CEO use the term "ROIC" on an earnings call before 😂
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