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Nov 13, 2023

Heart disease: 3 drugs report positive clinical trials

Bay Area Times
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0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 close (4 PM ET / 1 PM PT).

All times are ET.

1. Heart disease: 3 drugs report positive clinical trials

  • VERVE-101's single-shot gene therapy reduced LDL-C (ā€œbad cholesterolā€) by up to 55% in a Phase 1 clinical trial.

  • Lepodisiran, a once-a-year shot, reduced lipoprotein(a), or Lp(a), by up to 94%, also in a Phase 1.

  • Wegovy reduced cardiovascular-related death by 20% in a 17.6K patient study. Wegovy is the branded name of semaglutide, already approved for weight loss.

    • Among the most sought-after corporate benefits.

2. Humane Ai Pin out only in 2024, product still not fully built out

  • Screenless smartphone that leverages OpenAI’s APIs to answer questions, take pictures (video soon), text and call people, and ā€œcatch me up.ā€

  • Confirmed at $699 + $24/mo.

  • No App Store, but comes with Tidal for music, potential Slack, Microsoft, Google integration.

Our view: the future of computing is likely AR (more screens, not fewer ones) and Apple can copy voice computing features with Siri

  • Siri with Apple’s new LLM can quickly obsolete the Ai Pin. Why not use my existing AirPods and talk to Siri, rather than pay $699 + $24/mo for a new device?

  • Not even founding investor Sam Altman is bullish on Humane: ā€œThat will be up to customers to decide. Maybe it’s a bridge too far, or maybe people are like, ā€˜This is much better than my phone.’ Plenty of technology that looked like a sure bet ends up selling for 90 percent off at Best Buy.ā€

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Having a Second Passport in 2023 is no longer a luxury, but a reasonable and necessary investment into your family’s safety.Ā See precise calculations here.

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4. OpenAI, Character AI in talks to raise money

Generative AI Unicorns Database.

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