$PEPG position initiated this morning based on what I see as great reward to risk ratio leading into critical October 2025 data readout. If drug demonstrates efficacy, think at least 4x return possible off that data readout alone. Long term return if successful much greater. Key

I can't predict exactly when the PE scam will finally blow up. However, I am effectively certain the PE industry will see a massive erasure of investor capital in the next few years due to the poor investment decisions and misleading business practices PE has systematically

Classic

This is a beautiful post and captures the rending grief of losing someone you truly love so well. "Love doesn't ask to be healed. Love asks to be remembered" "The greater the suffering, the purer the love"

October 10th, 2025 Daily Update I allocated the remaining $RNA cash to $JANX today. If $NKTR continues to move down, I will likely exit the tiny $BEAM and $VKTX holdings and put those towards $NKTR. Portfolio as a whole drew back about 7.3% today, largely driven by the top 3

Life expectancy in the US and Sweden in the 21st Century. Why has US (but not Swedish) life expectancy flatlined since 2010? Why did covid cause three years of life expectancy collapse in the US, but not in Sweden? It's time to make America healthy again.

Literally thank God. Classic brain dead move only academia can dream up Let’s have an “elite” school but….wait for it….there’s no standardized aptitude exam bc decolonization or something

October 9th, 2025 Daily Update All-Time High. Still super risky portfolio given it's biotech. $NKTR and $NTLA probably the companies with the biggest potential catalysts over the next few weeks.

Nice write-up

$ABVX didn't update again and just realized, so here is the corrected daily update for $ABVX's actual close price. No change to headline total return.

October 8th, 2025 Daily Update All-time high. $NTLA and $PRME with big days. Though, I would not be surprised to see continued volatility and a retraction. The gains for $NTLA are really little more than just noise until the data readouts in a few weeks. As mentioned in a

Closed out the $RNA position today for effectively no gain given I think there are higher return opportunities in biotech. Put half into $QURE. The remaining half is in cash and will look to deploy in the future

Today is a good example of the benefits of the approach I outlined last night. I have effectively no insight into what non-event driven pricing in a biotech stock will do day to day. I could just as easily have seen $PRME and $NTLA being down 12% today rather than up 12% and

This is very interesting. I would likely never prescribe a statin if Repatha is available and affordable. Statins’ systemic inhibition of cholesterol synthesis is really not something to take lightly

$ALNY has returned ~76.5x since inception. $10,000 invested at $6 would be ~$766,500 today. $50,000 would be ~$3.83M today. $100,000 would be $7.66M The picture attached is $ALNY 's stock chart. This represents the argument for why to stay long in the face of volatility when

October 7th, 2025 Daily Update Busy last few days. It was not really feasible to spend much time following the markets in real time. Ideally, I would have liked to shift a little bit of capital into $QURE today when it was in the low 50's, probably pulling from the bottom 4

Big decision today. I sold all my positions and put every dollar of capital I have into Leap Therapeutics. Blockchain enabled drug discovery is the future. It will revolutionize gene editing, I&I, oncology and the longevity space by keeping a secure and decentralized record of