AstraZeneca's $AZN miss is huge news in the ATTR-CM market, worth an estimated $15 to $20 billion. The field splits into two approaches: stabilizers, which stop the protein misfolding in the first place, and silencers, which cut its production. AstraZeneca's failed trial has raised fresh questions about the silencer route, since even added on top of standard care it did not show a clear extra benefit.
That plays into the hands of the stabilizer makers, and BridgeBio $BBIO looks best placed to capitalise. Its drug Attruby stabilises the protein in 95% of cases, making it a clear market leader and, if the shift toward stabilizers holds, one poised to dominate. No surprise $BBIO jumped 15% on the news.
ATTR-CM player BridgeBio’s $BBIO stock jumped by over 15% after AstraZeneca’s Wainua missed its mark in its latest trial.
This miss is huge news in the ATTR-CM market, projected to be worth up to $20 billion, and leaves just three players: $BBIO, $PFE, and $ALNY.
‘Stabilizers’, like $BBIO’s Attruby, are now positioned to win both first line and second line, with silencers like AstraZeneca’s Wainua relegated to third line.
$BBIO is now set to dominate the market, and its stabilizing Attruby has a 95%+ stabilization rate, by far the best among its competitors.
$PFE marketed Depo-Provera for decades as "convenient" birth control without adequately warning about meningioma risk despite research dating back years.
Prolonged use of the injectable contraceptive Depo-Provera is associated with a 5.55 times higher risk of developing an intracranial meningioma compared to non-users (BMJ 5.55 risk). Women claim they would have chosen alternatives if warned. FDA added warning December 2025, admission Pfizer knew. June 24-26 Daubert hearing determines if 5,500+ plaintiffs can prove it.
Marketing claims outpacing evidence. Again. $PFE's compliance culture problem extends beyond Vyndamax.
A rare signal just flashed in the Bitcoin market.
• More Bitcoin is now held at a loss than at a profit.
• Historically, this crossover appears near market bottoms.
• It marks coins moving from weak hands to strong ones.
• Long-term holders are quietly accumulating, while firms like Metaplanet just added 2,823 BTC.
Fear peaks right before conviction gets rewarded. The disciplined don't panic. They position.
The FDA has now sent Alnylam, $ALNY, two untitled letters over how it markets its heart drug Amvuttra. The latest, dated April 23, targets a website headline claiming the drug was "proven to help people with ATTR-CM live longer."
The problem: the 36% lower risk of death came from an open-label extension with no placebo group left to compare against, which the agency's reviewers said cannot support a firm claim about survival.
A fine print disclaimer does not rescue a misleading headline. Alnylam has since quietly edited the page to drop the longevity claim, a tacit admission. Two letters in months over the same drug points to a marketing culture running ahead of its evidence, not a one-off.
mmm-online.com/news/fda-untit…
$ABBV is acquiring $APGE for $10.9bn in cash, its biggest deal in over five years. $ABBV is seeking to bolster its treatment pipeline for inflammatory diseases like atopic dermatitis and asthma.
pharmawire.org/blog/abbvie-de…
The FDA issued 25 warning letters to telehealth companies over allegedly misleading claims about compounded GLP-1 weight-loss drugs.
But this story is bigger than compounded semaglutide.
Over the past year, regulators have sent marketing violation letters to some of the pharmaceutical industry's biggest players, including Pfizer, Novartis, Eli Lilly, Novo Nordisk, AstraZeneca and Bristol Myers Squibb, as scrutiny of drug advertising intensifies.
Our latest on the FDA's widening crackdown on pharmaceutical marketing and promotion 👇
pharma-leaks.com
$LLY $NVO $PFE $NVS $AZN $BMY
One of my favorite moments from this week's RWA Week Live was when @teedubya brought up the well-known quote often attributed to @ProfKlausSchwab : "By 2030, you will own nothing and be happy."
Whether you agree with that statement or not, it sparked a much bigger conversation about ownership in the age of #AI, #blockchain, and #tokenized real-world assets.
Travis offered a different perspective. Instead of owning less, technology could allow us to own small pieces of more things - from real estate and infrastructure to fine art (like Mona Lisa) and other valuable assets that were once available only to a small group of investors.
We also discussed why institutions with deep regulatory experience may play a key role in bringing RWAs to the mainstream.
Under the leadership of founder and chairman Naser Taher, MultiBank Group has grown from its beginnings in 2005 into one of the world's largest regulated financial derivatives institutions, with a strong focus on trust, compliance, and innovation.
A big thank you to @multibank_io and @teedubya for such an engaging and insightful conversation. These are exactly the discussions that make @rwaweek such an exciting place to explore the future of digital finance.
The 100x org went viral. Half the internet hated it. The other half was curious.
One month later: output is up. productivity is spiking. we're approaching a 5:1 agent-to-human ratio.
And contrary to popular belief, we're doing the OPPOSITE of tokenmaxxing. We're tokenSAVING....
Why 5,000 agents for 1,000 people? Because agents AREN'T workflows... Agents define permissions and skills. the vast majority of ours don't bother a single human, they run as triggers and loops in the background.
My rule is simple: if you're doing work that ISN'T purely using your judgment → build an agent or a system to remove that bottleneck.
So that's what we did. And yes, it broke things. Honestly it created real pain for first couple weeks. To be expected.
we have TONS of examples now people who had NEVER built a system in their life and are now running large-scale agentic systems that power much of our company.
I always say - if you automate your own job with AI, you'll ALWAYS have a job. Systems is arguably the most important thing of all.
Today, regardless of what your role used to be, everyone does the IC work end-to-end:
→ Before, you riffed on messaging. Now you ship the landing page yourself.
→ Before, you were a PM waiting on design and research. Now you're a builder iterating in real-time.
→ Before, you waited on someone to finish something. Now you don't.
The 100x future isn't coming. It's HERE. Bottlenecks are mostly gone and those that aren't are in sight.
And obviously gotta lead by example. I even designed and built the Brain² landing page. I built most of the product. The in-app announcements. The emails. All of it.
Breaking our existing processes let us rethink everything WITHOUT prior constraints.
Enter, Process Miner: my agent that mines all the processes in our company. This is just one of the infinite use cases for setting up an LLM to process EVERY SINGLE event that happens in your company.
These types of agents simply are not sustainable without compressed context. Instead of starting from scratch each time and deep researching across the ~100,000 daily activity items in our company, it starts from context that has already been processed, summarized, and organized.
Everyone's jumping on the context and memory train now. I love it. We've been building this for two years. and we STARTED OVER 4 times! We came out the other side with what we call live intelligence:
→ LLM pipeline: every event runs through a cheap LLM that summarizes, organizes, triggers, and rolls up
→ Self-organizing memory. Don't overcomplicate it. Start simple.
→ Self-improving orchestration. THIS IS THE KEY. BUT... don't over-focus on orchestrating models...
it's WAY more about orchestrating CONTEXT.
It wasn't more tokens. It wasn't a better model. It was CONTEXT.
Every LLM is average by default. Think about that. If you're using the same model as everyone else, your intelligence is by definition, AVERAGE.
That's what really changed everything for us internally and it's why we even have a product to release in the first place.
Our company AI is personalized (and yes these learnings are applicable regardless what system you use).
Every time you use Brain², we dynamically rewrite the system prompt based on real-time context and intent. Your activity, your decisions, your projects, your memory, your preferences.
And your FEEDBACK.. that's WAY more important than decisions that everyone goes overboard on being so valuable.
All injected AHEAD of time.
When AI has 100% context, you don't need prompts in the same way. You need INTENT.
I go anywhere in ClickUp and type "@brain slides." Done. "@brain campaign." Shipped. "@brain app." Live.
And it REMEMBERS. Every interaction compounds. One Brain for your whole company, and every person makes it smarter for everyone else.
I flew our AI team to my house for a week to finish this. Monitors and whiteboards everywhere. SO proud of this 100x team.
Brain² is truly the best work AI in the world... and I firmly believe it's also the best personal AI. Naturally, easy for me to say and honestly I assumed it was just my bias originally.
but then EVERYONE who tried it started saying the same thing.
So we tested it. A three-week study, randomly recruited participants, blind pairwise comparisons. They picked Brain² as the best nearly 100% of the time over ChatGPT, Gemini, and Claude.
Here's the kicker: you can run ANY of those models inside Brain². Same frontier models. Radically different results.
Brain² doesn't win because the model is better. It wins because of CONTEXT. It learns from every single interaction and new piece of context it sees.
OH and we built our harness around being OBJECTIVE. Soo it can be sassy - you will definitely see some 'fun' answers in your day to day.
AI that is built to agree with you is NOT productive. That makes no one better.
Run it against whatever you're using right now. It compounds in quality the more that you use it.
Prove me wrong → clickup.com/brain
Brain² is your company's AI.
I built this for us originally to realize 100x, and now we're shipping it externally. Even if you're building your own I just hope sharing in public helps in some small way.
💜 Let's make the world more productive
Honestly, HappyHorse is not bad. It's not Seedance level, but there's something special about it. Almost feels like a world model that you're peering into.
We’re getting ready to host an upcoming AMA session with @Dolomite_io .
📅 12 March 2026 ⏰ 09:00 AM (UTC)
Make sure to mark your calendar: x.com/i/spaces/1dGYl…
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