4drant retweeted
UniQure $QURE announces FDA acceptance and Priority Review of BLA for AMT-130 for treatment of Huntington's disease
PDUFA May 1, 2027
"In its acceptance letter, the FDA stated that they are tentatively planning to discuss this application at an Advisory Committee meeting. The Company will be notified once the date and timelines have been finalized."
4drant retweeted
Muse Spark is good but unusable for me
input tokens need fixing, it is 1) not cache hitting as much as it should, 2) cache hit pricing is too expensive 3) tokens dont add to $10
A workflow that costs me $0.1-0.15 on DeepSeek costs me $10 on Muse Spark
@alexandr_wang @finkd
4drant retweeted
Yesterday's all-time high occurred with only 2.4% of S&P 500 stocks making a 52-week high.
Out of 792 days where the index made a new 52-week high since 1998, this is the fewest number of stocks participating.
4drant retweeted
Out of curiosity. Why do Europeans hate their own markets?
If you look at all my core longs:
$IQE up 837% YTD
$SIVE up 385% YTD
$ALRIB up 258% YTD
$SOI up 208% YTD
$RPI up 107% YTD
It’s just endless salt coming from local analysts and reporters.
But they’re the national security gems in each country (aside from Raspberry Pi).
Locals end up selling all their shares at the bottom, then it just transferred to American investors and institutions.
Then they don’t get any of the upside.
If a company like Riber is used by $MSFT quantum and traded at a 26 p/e, it would be $1.6B+ in the US like $LWLG. But people are salty if it has a valuation premium at all.
The only appreciative community for foreign capital I’ve seen are Japanese, and most have been incredibly welcoming.
I feel like Europeans should be proud their leading frontier companies, are benefiting from Western capital.
So they can scale up production needed for American hyperscalers?
It’s a positive sum effect on the company, and the local economies as well.
This backward mindset phenomenon needs to change.
4drant retweeted
2/ Implication: if you previously bought anything from their $20 to the $200 max plan, you now must move to a seat price just for platform access AND pay API rates for every bit of usage. The result in many cases is that the $200 max plan can easily turn into $2000/user/month (or more!) usage fees.
Here is how GitLab is different and can help:
4drant retweeted
3/ Context is king with AI: with Duo Agent Platform, agents run on the repo side and have full SDLC context. Even in our early alpha testing of the GitLab Knowledge Graph, we see dramatic improvements in SWE bench score, with fewer tool calls and fewer tokens per operation: gitlab.com/gitlab-org/rust/k…
We are currently building a massive upgrade to the knowledge graph which adds full SDLC context to the semantic code graph, more coming soon...
4drant retweeted
8/ Governance is key: having worked 30+ years in this industry I can also say that for Enterprise it won't happen without governance, audit trails, trust. That is the difference between early adopters/start-ups/hype, and real scaled adoption. The stakes are too high. This is where GitLab wins today, and why we're pursuing our opportunity in the long game.
4drant retweeted
For current and future IQE investors, very important weekend reading from '25 which has since been confirmed by Nvidia and others will join in to create major bottleneck for InP for rest of decade. stateofthefuture.substack.co…
