Chaotropy | A blog about Innovation & Freedom

SELLAS: Why The Bear Case Might Not Hold Up

SELLAS: Why The Bear Case Might Not Hold Up

SELLAS has disclosed enough about its Phase 3 REGAL trial to collapse the GPS investment thesis into a single question: what is the median overall survival in the control arm? Of all permitted BAT options, only venetoclax might plausibly push it beyond historical norms.

Johns Hopkins mKRAS Vaccine Trial Strengthens The Case For Elicio's ELI-002

Johns Hopkins mKRAS Vaccine Trial Strengthens The Case For Elicio's ELI-002

A Johns Hopkins Phase 1 trial of a pooled mKRAS vaccine with dual checkpoint blockade strengthens the case that mKRAS peptides generate durable, cross-reactive T cell immunity correlating with disease-free survival in resected pancreatic cancer, consistent with Elicio's AMPLIFY-201 data.

Monte Carlo Simulation Of Elicio's Phase II AMPLIFY-7P Study Favors Vaccine Efficacy

Monte Carlo Simulation Of Elicio's Phase II AMPLIFY-7P Study Favors Vaccine Efficacy

The readout of AMPLIFY-7P for ELI-002 7P in pancreatic cancer was expected by late 2025. Fewer events than projected pushed it to H1 2026. Monte Carlo simulation maps this delay onto control-arm survival and hazard ratio, with efficacy scenarios fitting 2–3× better.

Computational Modeling Of Palisade Bio's PALI-2108 Tissue Penetration In Fibrostenotic Crohn's Disease

Computational Modeling Of Palisade Bio's PALI-2108 Tissue Penetration In Fibrostenotic Crohn's Disease

PALI-2108's Phase 1b data for ulcerative colitis are promising, but UC is mucosal while FSCD is transmural. A computational reaction-diffusion model explores whether PALI-2108 can penetrate Crohn's strictures deeply enough to intercept fibrosis early.

The Scientific Case For A Revolution Medicines And Kymera Therapeutics Partnership

The Scientific Case For A Revolution Medicines And Kymera Therapeutics Partnership

Recent research from Mariano Barbacid’s lab demonstrates that simultaneously inhibiting KRAS, EGFR, and STAT3 leads to durable pancreatic cancer eradication in mice. These findings might provide a biological rationale for a partnership between Revolution Medicines and Kymera Therapeutics.

Elicio’s Therapeutic Vaccine For Pancreatic Cancer: A Revolution Hidden In Plain Sight?

Elicio’s Therapeutic Vaccine For Pancreatic Cancer: A Revolution Hidden In Plain Sight?

Elicio Therapeutics is developing an off-the-shelf therapeutic mKRAS vaccine for pancreatic cancer. Phase 1 showed 84% T-cell response correlating with prolonged survival. Phase 2 data expected in H1 2026 will determine whether this approach can transform adjuvant therapy.

Our World Is Built For Hands And Feet: We Need Humanoid Robots

Artificial Intelligence

Our World Is Built For Hands And Feet: We Need Humanoid Robots

Critics of humanoids are staring at the robot when they should be looking at the room.

Financial "Degeneracy" Only Fortifies the "Prison of Financial Mediocrity"

Economy and Society

Financial "Degeneracy" Only Fortifies the "Prison of Financial Mediocrity"

Why betting on the end of the American Dream could become a self-fulfilling prophecy.

Nvidia’s $20B Groq Deal Heralds The Era Of ASICs - Has The Commoditization Of AI Chips Begun?

Artificial Intelligence

Nvidia’s $20B Groq Deal Heralds The Era Of ASICs - Has The Commoditization Of AI Chips Begun?

Nvidia’s $20B Groq deal validates the need for ASICs in the era of inference. While Nvidia's GPUs are protected by a wide technological moat, ASICs risk rapid commoditization, implying Nvidia’s historically high margins might face compression.

Abivax's Obefazimod: A (French) Revolution In IBD Treatment

Abivax's Obefazimod: A (French) Revolution In IBD Treatment

Abivax's obefazimod offers a novel oral approach to treat ulcerative colitis by activating miR-124 to downregulate specific pro-inflammatory pathways. Following impressive results in clinical Phase 3 studies, buyout rumors surrounding the French biotech are surging.

Ouster: Building The Interfaces Between AI And The Physical World

Artificial Intelligence

Ouster: Building The Interfaces Between AI And The Physical World

Ouster is positioned to provide essential perception interfaces that allow AI to act within the physical world, as digital LiDAR might become a primary sensory layer for autonomous systems.

Why Rate Cuts Might Actually Fuel Job Cuts

Why Rate Cuts Might Actually Fuel Job Cuts

Ahead of the Fed's December 10 meeting, markets expect a rate cut to support the labor market. Yet this faces a paradox. Cheaper credit is funding AI infrastructure poised to replace human labor. The Fed's attempt to preserve jobs may inadvertently lower the cost of technologies eliminating them.

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