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Revisiting key data from ELCC 2026 📺 Prof. Nicolas Girard joined us at ELCC 2026 to review oncogene-addicted NSCLC data from Beamion LUNG-1, SOHO-01, IELCART & OptiTROP-Lung03 Programme endorsed by ICAN, International Cancer Advocacy Network, Biomarker Collaborative , Lung Cancer Europe , Exon 20 Group, a multistakeholder organization &...

353,979 次观看 • 26 天前 •via X (Twitter)

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$HIMS| Adjustment on Growth toward 2030🧵 Not Financial Advice! FY2025: Revenue: $2.35B or 58% YoY (weightloss $740), Core $1.61B FY2026: Revenue $3.2B(36%) where weightloss may be down by 10-15% or flat. FY2027: Revenue $4.16B(30%) FY2028: Revenue: $5.2B(25%) FY2029 Revenue: $6.5B(25%) FY2030 Revenue: $8.12B(25%) I expect management to ramp up buyback from FCF generation while company is trading at under 2x P/S andrewdudum. The discontinuation of Hims & Hers' compounded oral semaglutide pill in early February 2026(after 2 days), prompted by FDA regulatory actions and legal pressures from Novo Nordisk, introduces near-term challenges to the weight loss segment but does not derail the company's broader growth trajectory, as it pivots aggressively toward diversification and high-potential expansions The weight loss category bolstered by liraglutide injectables, generic semaglutide in Canada, and non-GLP-1 personalized kits retains strong momentum, contributing approximately 31% of total revenue in 2025 and projected to grow at 15-20% annually through 2030, down from prior 60%+ rates but still adding $150-250 million yearly through cross-selling and retention. Offsetting this moderation are ambitious new expansions: international markets, now accounting for an initial 5-10% of revenue but scaling to 20% by 2030 via Canada entry (projected 10% growth contribution in 2026 from generic semaglutide and Livewell acquisition) and Europe/UK via Zava (adding 8-12% incremental growth through telehealth in Germany, France, and Ireland); diagnostics and labs, launched in late 2025 with Quest Diagnostics partnership and YourBio Health's pain-free blood sampling tech, offering 50-120 biomarker tests across heart, metabolism, hormones, inflammation, and stress, expected to generate 12-18% of total revenue by 2027 and ramp to a standalone $1 billion segment by 2030. Preventive care and longevity initiatives, set for full 2026 rollout including peptide manufacturing (via acquired U.S. facility, contributing 10-15% to growth through vertical integration and supply control), coenzymes, GLP/GIP blends for performance and recovery, and a $325 million Grail investment enabling multi-cancer early detection blood tests (projected to add 8-12% revenue uplift starting in 2026 by enhancing subscription retention); and hormone health expansions like menopause/perimenopause and low testosterone treatments, already driving 10% of 2025 growth and poised for 20-25% annual expansion through data-driven personalization. Multi-cancer early detection (MCED) blood testing via the Galleri® test from GRAIL in the prior breakdown, even though it was bundled under longevity/preventive care. This is a significant new offering launched on February 4, 2026, providing subscribers (via the Labs platform) access to a simple annual blood test that screens for signals shared by over 50 types of cancer (including hard-to-detect ones like pancreatic, liver, ovarian, and lung) before symptoms appear. Hims & Hers is offering it at a discounted ~$700 (vs. retail $949), following their participation in GRAIL's $325 million private placement investment in late 2025, which strengthens the partnership and positions this as a core pillar of proactive/longevity care. This could help push Average growth to 30-35% vs 28.2%(my above revised projection). These levers, combined with a subscriber base exceeding 2.5 million (up 31% YoY) and AI-enhanced platform efficiency under new CTO leadership, support an upward revision to growth rates targeting 22-25% CAGR from 2026-2030 to meet the company's $6.5 billion revenue goal, far outpacing prior conservative estimates of mid-teens expansion. This high-growth scenario assumes execution on global scaling, regulatory navigation (FDA approvals for compounded alternatives), and margin recovery to 74-78% via vertical integration, positioning Hims & Hers as a comprehensive digital health ecosystem rather than a GLP-1-dependent player, with potential upside from emerging trends like peptide demand (up 144% in Google searches) and proactive wellness adoption. Not Financial Advice!

Mike

273,519 次观看 • 7 个月前

I am sorry but Dr Pal Manickam, the Gastroenterologist from California, is becoming not just a health misinformation menace, but also a subtle "hate-monger" with his divisive attitude towards dietary choices in India, also known as Bharat, a Union of States and marriage of [dietary] cultures and traditions. Claims: 1. Eating red meat (beef and pork) causes colon cancer 2. Nitrosamines (from nitrites/nitrates) in red meat causes colon cancer 3. Cancer screening in USA above age of 50, but not in India 4. Kerala has maximum number of colon cancers in India 5. Kerala has maximum number of colon cancers because Malayalees eat a lot of beef. A lot. Response: 1. Eating red meat does not cause colon cancer Higher red meat consumption was shown to have a correlation with increased risk for colon cancer, but the evidence for independent association was weak and remains weak Eating red meat does not increase risk of colon cancer. Excessive consumption of red meat/ processed meat (excessive not yet fully defined across populations) was confusingly correlated with increased risk of colon cancer 2. Studies have only looked at nitrites and nitrates [and hence nitrosamine formation] causing stomach cancer and not colon cancer. The International Agency for Research on Cancer (IARC) also focussed on nitrosamines and stomach cancer, but the potential role for dietary nitrate/nitrite in colon cancer is not conclusively proven. Meat-based diets (specifically processed meat, not fresh meat) have a well described higher risk for cancer, but it is not readily attributable to nitrite consistently in all studies. Most studies are on ground and well water and not meat. And the strongest study to show cancer link and nitrite consumption is in mice, not humans The biggest source of nitrate exposure is dietary consumption of certain types of vegetables that are naturally high in nitrate. This is a clear case of investigator bias, looking at any possible way to force the data into a specific conclusion (like Dr. Pal is doing in the video). The IARC maintains the tone of its conclusion, but only to reiterate its validity in a theoretical state, while acknowledging that the epidemiology does to support these conclusions. Nitrites are just one reason processed meats may contribute to bowel cancer, and their relative importance is uncertain. Other factors that may contribute include iron; PAHs (polycyclic aromatic hydrocarbons) which are formed in smoked meats; and HCAs (heterocyclic amines), which are created when meat is cooked over an open flame – and which also are tumour-promoting. So its not just red meat, but the cooking method signficantly affecting health outcomes. 3. India does not have a national level screening protocol because the proportion of colon cancer among all cancers in India is only 3% which would lead to wastage of medical resources on a low-incidence cancer detection protocol. But in the USA, colon cancer is the second most common cause of cancer death. Overall, the lifetime risk of developing colorectal cancer is about 1 in 23 for men and 1 in 26 for women - which is much much higher compared to India and that is why they have screening protocols in place - not because they eat more red meat than Indians. 4. Kerala has the highest crude incidence rate of all cancers followed by Mizoram. Not colon cancer. All cancers. Highest colon cancer rates and burden of colon cancer are observed in Goa and Orissa, not Kerala. & While the discussion on beef and colon cancer is ongoing in the video, a segment of the clip shows a news item "concerning increasing cases of colon cancer in Kerala" - this is that news piece - - and read what it says: it talks about only younger age group and colon cancer. "Experts opine that underlying factors leading to the rise in cases, especially at this age, could be lifestyle, environment and genetic factors" - they do not mention beef at all. The report also says: "Though we have no authentic records to show the statistics of rising cases, we have been observing a trend here. Our changing lifestyle is most likely to blame for the rise in colorectal cancer cases amongst younger people, though hereditary reasons are also a major cause." - again, no mention of beef eating. 5. Lakshwadeep is India's biggest meat eater followed by north-east states such as Arunachal Pradesh, Mizoram, Nagaland and Manipur followed by Kerala. MEAT EATING. Not beef eating. Specifically looking at the largest beef consuming state - it is Meghalaya, where more than 80% of the population consumes this meat, not Kerala. Kerala is the largest beef consuming state in the context of male population only. [ 6. Oh by the way, about pork and colon cancer --> the risk was not increased consuming high amounts of pork: and there is only one study showing colon cancer risk in women in Japan, not India and that too who consumed pork >/= 3 times/week compared to </=1 time: Add-on: The risk for colon cancer is not red meat alone (with weak evidence), but more importantly (with stronger evidence), alcohol use, smoking, family history of cancer, presence of inflammatory bowel disease, obesity and polyps or adenoma of colon. These have been very conviniently ignored by the Gastroenterologist from California. Summary - red meat causing colon cancer is not convincingly proven. Increased intake of processed red meat more than higher intake of unprocessed red meat is weakly linked from evidence point of view to colon cancer risk. Nitrosamine in red meat as cancer causing in humans is not proven. Kerala does not have the largest burden of colon cancer in India, nor it is the largest consumer of beef. There is no realistic evidence that eating pork increases risk of colon cancer. These are actual facts. And I am not even a Gastroenterologist from California. I am a Hepatologist. From India.

TheLiverDoc™

1,924,421 次观看 • 2 年前

BITCOIN RAILS #46: BITCOIN MINING IN THE AGE OF AI | with MARA CEO Fred Thiel 🔗 YOUTUBE: 🌿 SPOTIFY: In response to the AI-driven shock in global demand for computing power, large players in the Bitcoin mining industry have been forced to make significant strategic shifts to remain competitive. MARA — the largest Bitcoin miner in the world by hashrate — is emerging as one of the more well-positioned beneficiaries of these changing tides, having transitioned from an “asset-light” strategy (via hosted mining at third-party facilities) to an “asset-heavy” approach (owning its own land, power, and infrastructure) just ahead of the AI compute wave in 2024/25. I sat down with MARA CEO Fred Thiel to discuss how these shifting industry dynamics are playing out in practice — as well as his perspective on how key mining-related security and infrastructure issues may evolve in the coming months and years. In this episode, we cover: — How MARA scaled from near-zero hash rate in 2020 to the largest Bitcoin miner globally by the end of 2023 — Key differences between operating Bitcoin mining facilities versus AI data centers, and where the two models meaningfully intersect — Why ownership of power generation — rather than reliance on PPAs — may represent a durable competitive edge for miners and AI data center operators over time — Why Bitcoin may be entering its “IPO phase,” and why recent price corrections could reflect increasing market maturity rather than structural weakness We also explore more technical and often under-discussed topics, such as heat reuse, open-source mining technologies, and the implications of US policy goals around Bitcoin mining. This episode offers a grounded, operator-level view of where Bitcoin mining is headed, informed by one of the most influential leaders in the public mining sector. This episode of Bitcoin Rails is powered by: — Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC-20 data aggregation and indexing. — Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. — Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 📌 00:00 Intro 01:09 From Marathon Patent Group to MARA 06:35 Why Owning Infrastructure is Key 07:46 First Public Companies Mining Bitcoin 09:54 Data Centers For AI vs Bitcoin Mining Facilities 14:07 How AI Data Centers Will Look Going Forward 15:37 How MARA is Diversifying From Bitcoin Mining 19:03 Private Cloud and Data Security 22:20 The Exaion Partnership 26:03 Future of Bitcoin and AI 40:22 Innovative Approaches to AI and Bitcoin Mining 42:06 Challenges and Opportunities in Power Generation 45:38 Strategic International Partnerships 50:43 The Future of Real World Assets 53:53 Bitcoin Mining in China 57:24 Why MARA Runs Their Own Software 01:00:19 Where is Bitcoin Mining Headed 01:04:17 Benefits of Running a Mining Pool 01:07:17 Heat Reuse in Mining 01:12:23 The Role of Data Centers in Power Generation

Isabel Foxen Duke⚡️

31,915 次观看 • 8 个月前

2006 REWIND - FACTORY OF DEATH PART ll, FROM ERASMUS NETHERLANDS 🇳🇱 TO ROCKY MOUNTAIN LABORATORIES USA 🇺🇸 Vincent Munster and his wife Emmie de Wit obtained their PhDs in 2006 at Erasmus MC, with Ab Osterhaus as their supervisor. Ron Fouchier served as co-supervisor for Munster’s thesis. At the time, Marion Koopmans worked on the same Virology department and was a close colleague within Osterhaus’s group. In 2009, Munster and de Wit jointly moved to the Rocky Mountain Laboratories (RML), where they have since run parallel but complementary research groups. Heinz Feldmann has been Chief of the Laboratory of Virology and Chief Scientist of the BSL-4 facilities at RML since 2008. Feldmann, who is originally from Marburg, Germany, previously worked in Canada (PHAC) before joining NIAID’s Rocky Mountain Laboratories in the United States in 2008. He recruited Munster and de Wit to RML in 2009. Feldmann is the overarching laboratory head under whom the research units of Munster and de Wit operate. In early 2026, Munster was caught smuggling deactivated monkeypox virus from Congo. Emmie de Wit actively contributed to the scientific validation and licensing of Remdesivir — a drug that has proven extremely deadly for many patients — as a treatment for COVID19. If you thought Parts I & II were explosive… Part III surpasses them both 💣 Sources: 1. Munster’s PhD thesis, 22/12/06. 2. PhD committee: Prof. dr. E.H.J.H.M. Claassen, Prof. dr. A. van Belkum, Prof. dr. R. Goldbach. 3. De Wit’s PhD thesis 2006. 4. Emmie de Wit’s Remdesivir paper (COVID-19 rhesus macaque model). 5. Use of Erasmus MC MERS-CoV isolate (Bart Haagmans & Ron Fouchier) in publications by Feldmann, de Wit and Munster. 6. Use of HCoV-EMC/2012 (Erasmus MC) in Remdesivir/MERS study. 7. Barry Rockx (postdoc with Feldmann at RML 2008–2012) → now Principal Investigator at Erasmus MC. (Feldmann group alumni) 8. Peer review of the BSL-4 facility in Bilthoven (Netherlands) in 2006 by Heinz Feldmann. 9. Broad collaborative networks within the international high-containment virology community (including the Osterhaus/Fouchier group and joint publications/statements).​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Denachtzuster(s)

11,975 次观看 • 3 个月前

Open Letter: Time to Designate the PKK–SDF as a Terrorist Organization To the governments of the Arab League, the European Union, and the United States, My name is Michael Arizanti. I am writing to state, clearly and publicly, that the time for ambiguity has passed. The facts emerging from Aleppo- supported by field testimonies, video evidence, and admissions from platforms speaking on behalf of the PKK–SDF- demonstrate a consistent pattern of terrorism, war crimes, and systematic abuse of civilians. Continued political hedging only entrenches impunity. Admissions and Terrorist Modus Operandi Public statements from outlets aligned with the PKK–SDF acknowledge the conduct of suicide operations. These tactics are indistinguishable from those used by internationally designated terrorist organizations and echo recent atrocities: the church bombing in Damascus, the attempted church bombing in Aleppo on New Year’s, and the killing of a Syrian security officer who intervened to prevent that attack. On methods alone, the PKK–SDF belongs in the same category of terrorism as ISIS. Use of Human Shields and Militarization of Civilian Infrastructure In Sheikh Maqsoud, Aleppo, armed groups affiliated with the PKK–SDF transformed civilian facilities into military positions. As Syrian Army units advanced and cleared most combat locations, remaining elements entrenched themselves inside hospitals and medical centers- using patients, medical staff, and displaced civilians as human shields. Credible reporting indicates a command center operating from tunnels beneath a hospital. This is a textbook violation of international humanitarian law. Abuses Against Civilians- including Kurds Intelligence reporting and field testimonies describe grave abuses: 📍Dozens of families assaulted while attempting to flee combat zones. 📍Ten Kurdish young men reportedly killed for refusing forced recruitment to fight the Syrian state. 📍 Homes of families who had already fled allegedly set on fire. These acts amount to coercion, collective punishment, and intimidation- directed not only at Arab civilians but also at Kurds- exposing the militia-based logic governing PKK–SDF behavior. Targeting of Civilians with Precision Weapons On January 8, 2026, in al-Ashrafiyah, Aleppo, evidence indicates PKK–SDF elements used thermal-equipped sniper systems to target unarmed civilians as they attempted to flee. Precision targeting of non-combatants constitutes a grave breach of international humanitarian law, violates the principle of civilian protection, and raises serious concerns of deliberate narrative manipulation to shift blame onto Syrian government forces. Legal and Moral Imperatives International humanitarian law is unequivocal: civilians must be protected; hospitals and medical centers must never be militarized; persons not participating in hostilities must not be targeted. These are binding obligations and moral duties owed to every innocent life. My Demands 1. Immediate designation of the PKK–SDF as a terrorist organization by the Arab League, the European Union, and the United States. 2. An independent, transparent international investigation into PKK–SDF violations in Aleppo, including the use of human shields, hospital militarization, forced recruitment, arson, and sniper attacks on civilians. 3. Concrete accountability measures—sanctions, asset freezes, travel bans, and legal proceedings against responsible commanders and facilitators. 4. Unambiguous protection of civilians and strict enforcement of international humanitarian law, without political exceptions or selective standards. Failure to act now signals tolerance for terrorism under a different label. Acting decisively affirms the universality of international law and the equal value of all civilian lives- Arab and Kurdish alike. History will judge this moment. Michael Arizanti

𝐌𝐢𝐜𝐡𝐚𝐞𝐥 𝐀𝐫𝐢𝐳𝐚𝐧𝐭𝐢

103,577 次观看 • 8 个月前