$RXRX
3 articles on $RXRX
- $LLYBullish
The Big Business of Longevity
Eight molecules carry an FDA label. Six carry a nonbinding committee vote. The gray market sells the second as though it were the first. A field report on the longevity pipeline, the capital behind it, and the listed names that matter.
Shayne Heffernan14 min - $RAREBullish
The Hottest Biotechs of 2026
Twenty FDA approval actions so far in 2026, eight of them inside a sixteen-day window in August. A first-in-class RAS inhibitor that doubled survival in pancreatic cancer, an oral GLP-1 cleared in fifty days, a first gene therapy for GSDIa, and seven AI platforms with nine assets in humans and nothing yet approved.
Shayne Heffernan45 min - AI stocksBullish
The Agentic Hangover, the Grid Breakpoint and the Quantum Breakout
Two sectors moved today and both moved hard. In AI the story is no longer the GPU, it is the power to run it: agentic workloads have multiplied inference by 15x, the capex bill is compounding faster than the revenue behind it, and Northern Virginia is load-shedding. In quantum, a logical-qubit milestone has halted the pure plays. Shayne Heffernan walks the live tape, the architecture wars and the exact portfolio directives, with the dependency graph both trades share.
Shayne Heffernan20 min