Peter Phan @peterphan88
Investment Manager at Castlereagh Equity. Life Sciences and Technology. Always Learning. castlereaghequity.com.au Sydney, Australia Joined March 2023-
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Heart surgeon performs first robotic aortic valve replacement of its kind cardiovascularbusiness.com/topics/clinica…
$clpt Joe is a funny dude, love it “That growth was accomplished with one hand tied behind our back as we had access to less than 50% of the neuro LITT market. That hand is no longer tied."” ir.clearpointneuro.com/news-events/pr…
Three thoughts on what really matters: 1. Fuck cancer 2. Friends are irreplaceable 3. The new "Marcus test" for AI is when AI makes a significant dent on cancer May that happen sooner, much sooner, rather than later. In memory of my childhood friend Paul.
$NVO $NOVOB #NovoNordisk Wegovy cuts risk of heart attack, stroke or death by 57% compared to tirzepatide in real-world study of people with obesity and cardiovascular diseas. $LLY novonordisk.com/content/nncorp…
🧬 Bad news for medical LLMs. This paper finds that top medical AI models often match patterns instead of truly reasoning. Small wording tweaks cut accuracy by up to 38% on validated questions. The team took 100 MedQA questions, replaced the correct choice with None of the…
lol...must be those darn mitochondrial challenges again...
lol...must be those darn mitochondrial challenges again...
Every time you ask ChatGPT a question, you use enough energy to charge your phone 100 times. Google just revealed the shocking truth about AI power consumption. This changes everything about how we think about AI ↓
Mitochondria are microscopic. You cannot diagnose “mitochondrial challenges” by glaring at a child in an airport. What you can do is prey on parents fears with pseudoscience, while ignoring the real crises our kids face, like gun violence, food insecurity, and lack of healthcare.
Mitochondria are microscopic. You cannot diagnose “mitochondrial challenges” by glaring at a child in an airport. What you can do is prey on parents fears with pseudoscience, while ignoring the real crises our kids face, like gun violence, food insecurity, and lack of healthcare.
Married men don’t earn more Men who earn more get married
Maybe the most Dunning-Kruger thing I have ever seen. Dude scolds me ( “you prompted it wrong”) and proudly presents a ChatGPT labeled elephant — without noticing the eye on its back, the tusk on its chin, and the trump in its tail. People who love GenAI often just don’t look…
Maybe the most Dunning-Kruger thing I have ever seen. Dude scolds me ( “you prompted it wrong”) and proudly presents a ChatGPT labeled elephant — without noticing the eye on its back, the tusk on its chin, and the trump in its tail. People who love GenAI often just don’t look…
Does anybody have a clear understanding of why ChatGPT-5 is so bad at this? @anh_ng8?
Artificial Photosynthesis Moves Forward with New Molecule A molecule that can store four charges simultaneously under light irradiation marks an important step toward artificial photosynthesis @UniBasel_en #artificialphotosynthesis #electrontransfer hubs.li/Q03Fyg1V0
First Pig-to-Human Lung Xenotransplant Possible, Has Immune Challenges insideprecisionmedicine.com/topics/transla… via @Inside_PM
OrganOx will continue its independent operations under the Japanese healthcare group Terumo. The startup, which has signed one of the UK's largest healthcare technology exits, is developing the world's first fully automated liver perfusion device.
Many such cases out there … instead of chasing consistent income and investing over the long term with risk management. Gen-Z with sense of absolute nihilism and wants to “risk it all” because they see no future. Consequences of a hyper financialized economy and money printing.
Many such cases out there … instead of chasing consistent income and investing over the long term with risk management. Gen-Z with sense of absolute nihilism and wants to “risk it all” because they see no future. Consequences of a hyper financialized economy and money printing.
Top 3 advances in medicine this week (🧵) 1. A new approval for the GLP1 receptor agonist, semaglutide Fatty liver disease due to metabolic dysfunction (obesity, type 2 diabetes, high lipids) is one of the most common medical conditions: it affects about 40% of adults The…
"The art of storytelling is incredibly important because that's how the money works." Don Valentine Underpins civilizations and cultures.
What’s the real cost of long-term equity investing? @mjmauboussin & Dan Callahan find: • Median stock drawdown since 1985 = -85% • 50%+ of stocks never recover their peak • Even the biggest winners had 75%+ drawdowns Drawdowns aren’t bugs — they’re the price of admission.
A big fund manager was telling me QUALITY is the most dominant factor and it is their main edge because it is the "biggest outperformer"... I tried to tell him sure, 2010-2020... the last 5 years LOW QUALITY has dominated. He did not believe me. 2010-2020: long High vs short…

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Morpheus Research @MorpheusRes
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