Anders Research @Anders_Research
Micro and small cap biotech, focus in neurology. Interested in novel MoAs, large and underserved indications, and special situations. Not FA. Assume bias. andersresearch.substack.com New York, NY Joined April 2023-
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Canaccord note on $ANVS Alzheimer's results. Parkinson's trial becomes absolutely crucial now, obviously.
$ANVS unfortunately is presenting data for the Mild AD cohort of patients, which includes 90 of the 325 patients. Data for the Mild AD patients looks good, but market probably not going to like the sub-cohort analysis without giving full details on the whole study. This is…
$ANVS data via my ThinkOrSwim terminal appears to have reached statistical significance on ADAS-Cog... But appears they are stratifying Mild AD vs. Moderate... Annoying. INVESTIGATING FURTHER.
Appears $ANVS's stock is halted right now.... x.com/Anders_Researc…
Appears $ANVS's stock is halted right now.... x.com/Anders_Researc…
More insider buys from $MAIA management/directors. ir.maiabiotech.com/news-events/pr…
The nearly 3-year wait for more conclusive data on $ANVS posiphen/buntanetap will finally come to an end this coming week (most likely). Very surprised more people on BioTwitter are not at least monitoring a company with two large neurodegenerative trial readouts in the coming…
Everyone expecting Alzheimer's data from $ANVS this coming week. Though it probably doesn't mean anything, was good to see this rather favorable share purchase agreement between Annovis and Keystone Capital on Friday. $ANVS can sell up to 2 million shares to Keystone at…
Another piece of bad news for the autoimmune CAR T therapy space: Amgen's blinatumomab BiTE therapeutic led to very deep responses in rheumatoid arthritis (RA) patients. BiTEs seem to have a better safety profile, and some evidence is accumulating that CAR T durability might…
@Biotenic My official position on $ANVS: Alzheimers is a toss-up, Parkinson’s (in June) is the best bet in neurodegenerative I have seen (for an actual disease-modifying treatment).
More strength from $MAIA on the back of another little insider private round. Awaiting a data update at ASCO. It seems some people are buying into the story.
One more pullback below $10 for $ANVS before data in the next 1-2 weeks?
TikTok banning videos that promote GLP-1s. "According to recently updated community guidelines, the app will significantly limit what weigh loss-related material users can see starting next month" Cat is probably already out of the bag, but social media did play a large role…
Very crazy trading from $VERU today. Saw it at $1.05 (down ~10%) this morning and added to position a bit. Then it swings wildly to finishes the day +22%... Would be nice for this thing to just remain a high volume stock through 2024. It is definitely going to react to…
Neuro-inflammation causes a perturbation of the cell's iron regulatory mechanisms. Chiefly, it increases DMT1 and hepcidin expression, and lowers ferroportin expression. I.e. there are multiple factors working to increase cellular accumulation of iron, which is extremely…
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$VRSSF $VERS It says in the latest press release VERSES partnered with Analog. G42 is invested in Analog. VERSES and Analog are building a smart city together. Kipman is a part of VERSES now. Microsoft and G42 are partnered now. VERSES has worked with Microsoft in the past.
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More good news! Longer blog post coming soon...but my dear ppl, I think we have a "signal". Ray Peat right again! A combo of vitamin B1/B3/B7 & aspirin CURED 2 out of 3 mice from a lethal HUMAN tumor w/ 100% lethality & no reported spontaneous regression. atcc.org/products/crl-3…
◢ @ionet_official Pricing Comparison → Compared to other traditional cloud providers, IONet significantly offer lower cost, as seen in table below → Reference from @MessariCrypto
Updated Survival Data:
This is updated data (it's very good):
I can not make this any more clear: The only way you thrive over the next decade is by owning your own AI. Why? You will not be able to filter and discern the centrally controlled AI information coming at you without your own AI helping you. This is the reality. Understand?
It is time for you to declare and assert your independence from centrally controlled AI. Are you ready to declare your independence? Is your allegiance to open source local AI? It’s time to start. Wear “Own your own AI or it will own you” Own it: multiplexmagazine.creator-spring.com/listing/own-yo…
Own Your Own AI Or It Will Own You
I can not make this any more clear: The only way you thrive over the next decade is by owning your own AI. Why? You will not be able to filter and discern the centrally controlled AI information coming at you without your own AI helping you. This is the reality. Understand?
Interesting Tencent study on agents: "We realize that the LLM performance may likely be improved by a brute-force scaling up the number of agents instantiated." arxiv.org/abs/2402.05120
Stuff is getting together. Really excited for everything $rndr is working on from decades. $rndr $render #ai #decgpu #compute
🚨 Breaking: #Apple files a patent for how their devices can share compute to facilitate 3D rendering ‼️ Jules Urbach, the founder of $RENDER has been talking about this for a while! $RNDR ⭕️🔜🍎🥽
Just listen to the video here! Every person who knew tech and into web3 knew $rndr is only coin that can pull real decentralization of gpus. For people commenting rndr had only some thousand gpu while ionet marketing as million. For those blind people $rndr is not for your…
Today on Crypto Banter @cryptomanran @VinnyLingham $RENDER 🔸If China invades Taiwan GPU shortage could become a 10-20 yr problem 🔸Apple GPUs are exclusive to $RNDR and also not affected by TSMC issues 🔸Most AI crypto are just hype $nvda $sol $aapl $xrp #wwdc24
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