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Jan 14
At −20°C, life without heating is tough.
Because of russia's constant attacks, Ukrainians have to adapt to this new reality, which is still better than russian occupation.
Look at how Kyiv residents deal with this challenge and donate to help prevent it:
u24.gov.ua/nafo-dark-nigh…Image
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Read 4 tweets
Jan 14
@How86917508 @KevOfMancunia @Jonathan_Hinder @KBtheYoungOG Claims of “no long-term data” and inevitable widespread regret are not supported by the evidence.

• Persistence of gender dysphoria: Longitudinal cohort studies show that adolescents presenting to specialist gender clinics have high persistence rates, particularly once
@How86917508 @KevOfMancunia @Jonathan_Hinder @KBtheYoungOG dysphoria has intensified at puberty (Steensma et al., J Am Acad Child Adolesc Psychiatry, 2013; de Vries et al., Pediatrics, 2011).

• Psychological outcomes with treatment: The only prospective cohort with extended follow-up into young adulthood found improved psychosocial
@How86917508 @KevOfMancunia @Jonathan_Hinder @KBtheYoungOG functioning after puberty suppression followed by gender-affirming treatment (de Vries et al., Pediatrics, 2014).

• Regret rates: Regret following gender-affirming medical treatment is consistently low in long-term follow-up studies and systematic reviews (Dhejne et al., PLoS
Read 7 tweets
Jan 14
I’ve gotten a lot of messages asking about my BioPick selection for this year, $TENX. I’ve responded to a few but don’t have the time to respond to everyone.

I actually considered making $TENX an official “pitch”, but I don’t think I can get there on the risk/reward skew to say that this is “one of the best setups I’ve ever seen” like I try to do for “official” pitches.

Still, it’s been an obscure name, and IMO very clearly has a heavily underappreciated 2026 catalyst that many people don't know about, so I think it's worth talking about. I am long currently and there’s a decent chance that I’ll be exposed to the binary - at least I think that I’ll be exposed to the readout if the stock stays at these prices going into the data.

So, I won’t pitch it with a comprehensive thread like $NKTR & $ABVX, and I won’t share my full large diligence document like I did for those. But, I hope the brief (by my standards) discussion here could lead to some solid sharing of thoughts with the “biotwitter” community. Frankly, I'm not even sure the best way to "play" this one, so some feedback and collective diligence here could be useful.
Everyone’s favorite part of the thread → Disclaimers!

First one is important - Don’t be fooled by your brokerage account telling you this has some tiny microcap valuation. There are lots of warrants outstanding from the company’s history, making the fully diluted share count more like ~65M (by my calculations).

Second, much like $ABVX, the downside on a total fail by $TENX is huge. Like 90%. I’d also say that, for $ABVX, I eventually arrived at such high confidence that they were going to hit that I’d almost have called that a "guarantee" (although nothing in biotech ever actually is). For TENX, the *massive* +500-1000% upside scenarios are certainly on the table like they were for $ABVX, but the odds of that happening versus the ~90% downside crash are certainly nowhere near as positively skewed for $TENX. THE BINARY HERE IS GOING TO BE RISKY.
The Disease:

$TENX aims to treat PH-HFpEF (i.e. patients who have pulmonary hypertension as a result of heart failure with preserved ejection fraction). This is a very sick, and very large patient population for which there are zero FDA approved treatments.

Basically, the issue is that the patient’s heart has become stiff and is unable to fill up with blood appropriately. This is HFpEF (heart failure with preserved ejection fraction).

But, over time, the HFpEF worsens to the extent that excess blood backs up behind the stiff heart and starts filling up the vessels in the lungs. Over time these vessels also become stiff and thickened thanks to this backpressure from the heart. *That* is the PH (pulmonary hypertension) of PH-HFpEF.

The US TAM for this condition is absolutely huge…~1.4M patients. No approved drugs.

Other companies like $TECX and recently $MRK have been going after a smaller segment of the PH-HFpEF population. I won’t go into the (deep) nitty gritty on the differences, but roughly, the 1.4M patient US PH-HFpEF TAM is comprised of

~0.4M CpCPH patients
~1.0M IpcPH patients
Recently, better known trials like those from $TECX and $MRK have focussed on the smaller 0.4M CpcPH sliver of the market.

$TENX, on the other hand, is studying their drug in the entire PH-HFpEF population. Well over 1.4 million patients in the US alone, with extremely high unmet need.
Read 10 tweets
Jan 14
Everyone needs to read this thread to understand how the Constitution is being targeted and that NED is a key player in this.

NED is my red line for Republicans. If you vote for NED, you deserve primarying. I don't care if you have sentimental attachments to NED as being founded by Reagan to destroy Communism, or that the people you know in NED are conservative and well-meaning.

NED is now working to destroy the Constitution.
If you don't believe me - let's go to Rachel Kleinfeld. She is perhaps the most credentialed expert with NED:

・Trustee of the National Endowment for Democracy
・Senior Fellow at the Carnegie Endowment for International Peace
・Trustee of Freedom House
・Served on the U.S. State Department’s Foreign Affairs Policy Board under President Obama
・Senior advisor to the Democracy Funders Network, the same $33B philanthropic coalition steering “democracy” fundingImage
In 2022, Kleinfeld wrote a document that has been foundational for many NGOs: "Five Strategies to Support U.S. Democracy," saying it is in grave danger.

But why is US democracy in crisis? Because Trump. Because populism. Image
Read 9 tweets
Jan 14
My new State of the Climate report over at @CarbonBrief finds that 2025 had the:
⬆️ Warmest ocean heat content
⬆️ Tied as second warmest surface temps
⬆️ Second warmest troposphere
⬆️ Record high sea level and GHGs
⬇️ Record low winter Arctic ice Image
Read the article here:

Ocean heat content increased by 23 billion trillion joules, which was around 39 times greater than global primary energy use this year. This is the largest rise in OHC since 2017; overall OHC has increased by over 500 zettajoules since the 1940s.carbonbrief.org/state-of-the-c…Image
@CarbonBrief 2025 tied with 2023 as the second warmest surface temperatures. It was nominally the second warmest in NASA and DCENT datasets, and third warmest in NOAA, Hadley, Berkeley, Copernicus, JRA-3Q, and China-MST. In all cases uncertainties overlap with 2023. Image
Read 16 tweets
Jan 14
IRGC media are circulating false information about the equipment of protestors in Iran.
Previously Tasnim media belongs to the IRGC published news about the equipment they produced.
Now they use the same pictures of their products as the weapons that they captured from Iranian protestors.
Don't allow those Death Worshippers to deceive you.
These are the pictures they show as the captured weapons as well as two pictures belonging to their previous news about producing them and the name of the producer company: Image
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The retard show of human slaughtering.
In this show the hidden foreign enemies slaughter people. This time Iran and Israel are on the same page.
Attention warning ⚠️ to the IRGC lickers in Poland: Image
Read 5 tweets
Jan 14
An emergency hearing is scheduled to begin shortly in @RepJoeNeguse v. ICE, challenging Kristi Noem reinstating a seven-day advanced notice policy for congressional visits to detention centers.

A federal judge blocked that policy last month.

Background buff.ly/r0Nr0YAImage
See for the linked article at the top of the thread for the breakdown on the legal issues.

Judge Cobb says that the issue before her today is which funds the government is using on ICE facilities: Section 527 or Trump's mammoth spending bill.
If they're using Section 527 funds, they're in violation of the judge's stay order.

Lawyers for the House Dems say it's clear that they are.
Read 6 tweets
Jan 14
FALSE. @MayorFrey and @GovTimWalz REFUSE to cooperate with ICE and federal law enforcement to remove the murders and criminal illegal aliens from Minnesota.

Since President Trump took office, Minnesota sanctuary politicians have released nearly 470 criminal illegal aliens back onto the streets of Minnesota.

Some of the worst of the worst criminal illegal aliens released in Minnesota include:
Leny Odemel Ramirez-Santos, a criminal illegal alien from Honduras charged with sex offense against a child – fondling and driving under the influence of liquor. Image
Edwin Amable Ashca Ninasuta, a criminal illegal alien from Ecuador with charges for lewd or lascivious acts with a minor. Image
Read 6 tweets
Jan 14
1/ The firing of an "odious" Russian general who is notorious for having caused huge casualties by ordering 'banzai charges' is being celebrated by Russian warbloggers. They warn, however, that he is unlikely to be punished for his failures as he is "protected" by his patrons. ⬇️ Image
2/ Sukhrab Sultanovich Akhmedov, the Deputy Commander-in-Chief of the Navy for Coastal and Ground Forces, is widely reported to have been dismissed in the last few days after several disastrous attacks which produced heavy Russian casualties.
3/ 'Varangian' says that the dismissal – Akhmedov's second during the war so far – is "due to the poorly organised column offensive on Dobropillya on 22 December 2025, which resulted in unnecessary and ineffective losses".
Read 23 tweets
Jan 14
🇫🇷President Emmanuel Macron warned President Trump today that any attempt by the United States to grab Greenland would unleash a “cascade” of “unprecedented consequences”. He also spoke of French “actions” if Demark’s sovereignty was infringed..1/
This is the most direct warning so far by any European leader of willingness by the |EU |to retaliate politically and economically if the US annexes the giant Arctic island. 2/
Speaking to France’s weekly cabinet meeting, Macron said he did not “underestimate” Trump’s willingness to carry through his threats to take control of the Danish autonomous territory “one way or another”. 3/
Read 5 tweets
Jan 14
🚨BREAKING: Anyone can now convert a Youtube video into an infographic using Nano banana Pro.

Here is how to do it using NotebookLM in 2 mins 👇
1/ Go to @NotebookLM

- Create a notebook
- Go to YouTube
- ⁠Copy any content (via)
- ⁠Paste into notebook as YouTube
2/ Prompt notebooks to summarise the content perfectly for creating an infographic

- Then hit on infographic at the top right
- ⁠Download
Read 7 tweets
Jan 14
Why I'm an enthusiast about LLMs as teacher assistants, but I quietly started using them a bit less.
A 🧵
Using an LLM is like having a full editorial staff always at hand, but there are a few downsides that made me a bit more cautious —although I surely don't want to go back.
I love LLMs because they provide me with precise, specifically tailored texts for the needs of my classes (history and literature, mainly). I only use LLMs on topics I am confident with, as I don't want to be fooled by hallucinations. Even so, I often double-check. 1/n
Apart from that, I routinely use LLMs for grammar checks (as I'm writing right now). They really help improve mastery with a foreign language and resolved many of my doubts. This way, writing takes time and it's effortul, but effortful it has to be, if I want to improve! 2/n
Read 17 tweets

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