1. Business Combination: The call announced a significant merger between Recursion and Exscientia, which is expected to enhance their capabilities in drug discovery and development.
2. Pipeline Potential: The combined entity anticipates approximately 10 clinical readouts over the next 18 months, indicating a robust pipeline with diverse therapeutic areas, including oncology, rare diseases, and infectious diseases.
3. Strong Partnerships: Both companies have established partnerships with major pharmaceutical firms (e.g., Roche, Bayer, Sanofi), which could facilitate access to resources and expertise, enhancing their market position.
4. Innovative Platforms: The integration of Recursion's biology-focused platform with Exscientia's precision chemistry platform is expected to create a cutting-edge solution for drug discovery, potentially improving efficiency and success rates.
5. Financial Stability: The combined companies have around $850 million in cash, which, along with operational synergies, is projected to extend their financial runway into 2027.

ohhhh hey, nice find. 

slowing economy = lower oil 

calm before the storm!

bullish options on VKTX today, 80c bought 90c sold.  looking for 80-90 by september.  (M&A)

new weekly long per sts DBA looks great risk/reward 

great charts showing time to go on defense. 

I didnt get any messages yet today, after getting multitude the last few days.  But can only assume all the work behind the scenes, just been watching for the kinks to get worked out. Thanks for all the clarity. 

_{Fedspeak: Yesterday morning St Louis Fed President Musalem gave comments that were consistent with a September cut, noting that “inflation seems to have returned to a path to 2%”, that the “tight job market is no longer posing upside risk to inflation”, and that “the time may be nearing when it will be appropriate to adjust rates”. Since the July FOMC meeting we have gotten appearances from Goolsbee (three times, more on him later), Daly, Collins, Barkin, Schmid, Bowman, Bostic, and Musalem. Harker spoke yesterday but did not comment on monetary policy. Of those, only Schmid and Bowman (the two most hawkish members of the FOMC) have made comments pushing back on the idea of a September cut. Bostic is now “open” to that move, and no other comments have been inconsistent with the idea of easing. Goolsbee has three scheduled appearances today: on NPR this morning, in a fireside chat mid-day, and on CNN just after the close. Those join appearances he has made on television with Bloomberg, CNBC, and Fox News since the FOMC decision. While nothing he has said should be considered extremely dovish or a surprise, we think it’s notable that one of the most committed FOMC doves has been so aggressively prominent in the media over the last two weeks, and furthermore that no centrist FOMC member has actively pushed back on market pricing or the September cut narrative. Next week we have scheduled speeches from Governor Waller, Atlanta Fed President Bostic, Vice Chair Barr (on cybersecurity; not likely a policy speech), and Chair Powell. July meeting minutes will be published Wednesday. Powell’s Friday speech will be extremely important. If he does not explicitly reject market pricing of a September cut, that policy move will be locked in.}

COIN looks nasty too, reversal today barely holding 200d

thank you!  you guys' diligent work is greatly appreciated. 

5280 here!!

Lived few blocks from Petco for about a decade. Steve that's awesome for your son, hope his final year college is even more successful. 

BABA weekly coiled into EPS thursday

ARHS hammer off 200d

@steve.....TSM bear flag nice look in newsletter. thank you

the exact word changes from this meeting to last..............

-Changes job gains from "strong" to "moderated"

-"UR moved up but remains low"

-Inflation from "elevated" to "somewhat elevated"

-Change from "inflation risks" to “both sides of dual mandate”

added Mar110p 15.26 mrna 

LOL shouldnt "we" all be dead by now? 

short this fn pig! massive mar110p buyer still in OI