Tag: science

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This article has been superseded. An expanded and updated version was published on 25 July 2026 and is now the version of record. Read the current version → The clinical cost behind the GLP-1 headline — lean-mass loss, discontinuation, weight rebound and safety signals, separated by evidence tier. The full text now lives in the…

The GLP-1 commercial map (Part 3): not “who wins” but “who gets access” — the Novo–Lilly duopoly and the access bottleneck

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This article has been superseded. An expanded and updated version was published on 25 July 2026 and is now the version of record. Read the current version → The GLP-1 commercial map, where the binding constraint is access and reimbursement rather than which manufacturer wins on efficacy. The full text now lives in the updated…

The next-generation obesity pipeline: from “how much you lose” to “at what cost”

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This article has been superseded. An expanded and updated version was published on 25 July 2026 and is now the version of record. Read the current version → The next-generation obesity pipeline, and why the competitive question is shifting from how much weight a drug removes to what that removal costs in lean mass, tolerability…

Do incretins move hard outcomes in CKM, not just weight? A close read of SELECT, FLOW and SUMMIT

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This article has been superseded. An expanded and updated version was published on 25 July 2026 and is now the version of record. Read the current version → Whether GLP-1 receptor agonists improve hard cardiovascular and kidney outcomes in cardio-renal-metabolic disease, rather than weight alone — read against the SELECT, FLOW and SUMMIT trials. The…

The GLP-1 / incretin landscape — why the question moved from “how much weight?” to “what does it change?”

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. The incretin (GLP-1) class is expanding beyond glucose and weight into cardiovascular, kidney and heart-failure indications. In the only two head-to-head trials, the dual agent (tirzepatide)…

Computing’s Single Point of Failure: Why the Semiconductor Supply Chain Is Tied to a Few Places on the Map

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. The ultimate bottleneck for AI and computing is neither chip performance (physics) nor capital (economics), but a geopolitical structure in which advanced logic, EUV lithography, HBM, and upstream materials…

The honest TRL of post-CMOS: the gap between headline qubit counts and the “when is it useful?” question

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. For post-CMOS alternatives (quantum, neuromorphic, photonic and others), the real question is not “does it work?” but “when does it become useful?” The estimated resources to break RSA-2048 have…

What died is not Moore’s Law but its economics

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. Computing-power series, Part 3. The 30-second version What. The real bottleneck hidden behind the “node in nm” headline is not physics but economics — density keeps rising, but the decline in cost-per-transistor ($/transistor)…

Power is the bottleneck — what actually fills AI’s 2028-2030 electricity gap

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