931-932 days left
Looked at the RDEB companies: FCSC, KRYS, ABEO. Looks like an investing opportunity, both long and short. Not 100% sure which stock is which 🙂
Lots of interesting Phase III data sets (including MGNX) to dive into.
Looks like one of SGMO’s assets didn’t work. I never really understood why they are targeting MPS: treatment options exist and there are plenty of other indications with zero medicines. I still like the hemophilia assets. Will try to do a deep dive here.
Briefly Reviewed – Empire State of Mind by Zach Greenburg
Sean Carter (JAY-Z) has had quite the life. Arguably the most famous musician on the planet, he has become a very wealthy man despite what most would agree was a tumultuous start to his life. This first book about the famous rapper does very little justice to explaining a remarkably complex person. While the author can be commended for digging around and chatting with figures such as DJ Clark Kent, massive gaps limit the scope of this work to a pseudo-hagiography. The writer is clearly a Jay-Z fan, limiting his interest in sternly critiquing his subject. It’s hard to land too many gloves on Jay, but various opportunities known to many (and few alike), are missed.
Similarly, very little serious work is done on the artist’s art. Jay-Z’s music has undergone a stunning transformation–from a rapid-fire non-sensical and equally braggadocious and insecure to a triple entendres befitting a literary scholar. I don’t buy that we’re listening to Jay-Z, Sean Carter anymore. The other explanation is possible: Carter has become a hardened writing student. This mystery and many others (what is he marking Tidal at?) are left untouched and replaced with the gloss of easier questions and victory laps.
Papers I’ve Read
Treatment Decisions for Babies with Trisomy 13 and 18. HEC Forum 2017. Isabella Pallotto and John Lantos.
My favorite part of pharmaceuticals is working on illnesses like these. This papers suggests that doctors give up on these patients too quickly, leading to a self-fulfilling prophecy of neonatal death. The ethical issues with giving these very sick patients expensive treatment is discussed. One overwhelming point is the disability paradox: these patients often have a QOL indistinguishable to healthy patients from THEIR perspective. Assigning your QOL to someone else is the wrong perspective, in my opinion.
Comprehensive molecular characterization of clinical responses to PD-1 inhibition in metastatic gastric cancer. Tae Kim et al. Nature Medicine.
No new insights here.
My cat seems to be doing well as my father is now doting upon her, full-time.
Football season is over. Wasn’t too profitable. NBA is starting to look up. Our poor Knicks better get the 1st round draft pick!
Poker has been dull as well. Big “edges” are hard to get in any competitive area.