Power Alley: Gilead To Pay Up, For Arcellx: As A CAR-T Rival To JNJ Franchises…

The next-gen immuno therapy wars just keep rumbling onward. JNJ will now face a potentially very formidable competitor in the CAR-T space.

Here’s the latest, from Fierce — in the power alley (and a bit):

…Gilead Sciences has struck a deal to buy Arcellx for $7.8 billion to take full control of a CAR-T cell therapy that is on the cusp of approval.

Arcellx partnered with Gilead to develop the BCMA-directed CAR-T anitocabtagene autoleucel (anito-cel) in 2022. Gilead invested in Arcellx as part of the agreement and, having invested again when amending the deal in 2023, owns 11.5% of the company. With Gilead on the hook for $530 million in milestones for anito-cel, analysts had speculated about a potential buyout.

Gilead made its move Monday, agreeing to pay $115 per share in cash for Arcellx. The offer represents a 68% premium to Arcellx’s 30-day volume-weighted average share price. Arcellx shareholders will receive another $5 per share if cumulative global anito-cel sales hit $6 billion by the end of 2029. Gilead CEO Daniel O’Day discussed the buyout in a statement….

Pricey — but probably a pretty savvy bet. Onward, grinning into Wednesday afternoon — at Union Station.

नमस्ते

The Oceans’ Floors May Explain Long-Lived “Snowball Earth” Epochs…

56 Million Years — that’s a very long time to be sitting in a freezer — waiting for your turn to get on the grill, and crisp up….

Other, later breaking Earth Ice Ages lasted only tens of thousands of years — up to a few million years — but this particular Ice Age lasted over 50 million years. Ponder that. [And it seems a “runaway carbon cycle” — but on the oceans’ floor — was a main factor, yet again.] Here is that item, and a bit:

…By tracing how carbon moved between ocean and atmosphere, Trent B. Thomas at the University of Washington (UW) demonstrated that intensified seafloor weathering could hold greenhouse gases low enough to prolong deep freeze conditions for tens of millions of years.

In his simulations, volcanic carbon release remained within the same range for both episodes, yet only the scenario with accelerated ocean-floor reactions reproduced the prolonged glaciation.

That imbalance pointed away from the sky and toward the seabed, setting up the need to understand how the ocean floor gained such outsized control over Earth’s climate clock….

Fascinating. Onward.

नमस्ते

Here, Tonight Hinderaker: Says “Too Much” — And, Not Enough, All At Once.

So — as these Milano Winter Games come to a close, this is exceedingly… revealing.

Hinderaker crows that Tangerine 2.0 invited the men’s hockey team to his SOTU speech, on Tuesday.

He originally made no such offer to the women’s team.

[BTW, John — they also won gold. For its part the NHL’s stars are saying that travel arrangements may be “difficult” — vis-a-vis the timing of the abrupt restart of NHL play. Hilarious! These guys can charter their own jets, man. But they do. not. want. to. be. props.]

In any event, Hinderaker well knows… these are very powerful, brilliant women. They too might not agree to only be “seen, and not heard“.

O U T.

[U] John, Tangerine Was In DC — Not Florida.

In order for it to be anything like a credible assassination attempt, probably the target should’ve been in the same state as the supposed assailant…

But why get bogged down in details, right? Any nut will do, in John’s warped world.

Updated: Hinderaker almost immediately opined that this intruder must’ve been left wing — and a TDS sufferer. Well… here, later in the evening on Sunday, we are learning that his whole family consists of Trump supporters, and he has been obsessed with the Epstein files (and Trump’s lies about the same) for quite a while. Doesn’t exactly sound like a hard “left winger” John. End update.

This is Hinderaker we’re talking about — and for him, the truth doesn’t matter.

Out.

These Boys Are… So PRECIOUS! Shut It — You Cowards.

Overnight, the Ringsiders are complaining about what an awful human being (and politician) Tangerine 2.0 is. Just like the 1.0 version, boys. Just the same.

And you — each of you losers — chose to vote for him not once, not twice [in a losing effort, though you wouldn’t for months admit he lost]… but THREE times.

Thrice.

So… until you publish written manifestos backing immediate Twenty-Fifth Amendment proceedings, signed by your own hand — I won’t even read any more of this “pure as the wife of the Caesar” cluck-clucking about the known quantity of a guy you decided to back. Just sit down.

[The Powerliners were doing the same — as late as Friday.]

Either back the 25th, in writing right now — or get out of the way — and let us adults clean up your fetid lil’ pig-pen.

There are indisputable grounds for declaring him unfit for the office he holds — not least of which is threatening the lives and families of two US Supreme Court Justices — these two he himself had appointed in his first go ’round.

He is manifestly unfit to even be… a dog catcher, in some rundown jerkwater Florida pan-handle coast village.

Step aside you malign morons.

O U T.

Noemite/Homan-Forces… Continue To Defy Federal Court Orders In Chicago — Motion To Enforce Up Next, At Dirksen Bldg…

We will have to wait a bit, to read the actual motion, as the unredacted version doubtless contains names and personal details of individual victims, at the moment — and so won’t be available for viewing on the PACER system until redactions are made.

But again — these jamokes cannot thwart court orders much longer — otherwise, they and their AUSA lawyers will wind up in jail for a spell. Here’s the latest text entry on the docket:

…Docket # 305 | Motion to Enforce….

Onward, grinning just the same — as America holds men’s and women’s hockey gold, again — for the first time in decades. On — to Nashville, mid-week!

नमस्ते

Zero Surprise, Here: No March ’26 Artemis II Launch Date — Just As We Foretold.

So — if you’ve been reading along here, we’ve long suggested that there are still some important issues facing the mechanics — in the way the team loads the Boeing / Lockheed launch vehicle — with super-cooled liquid hydrogen. Those are very tiny, slippery molecules, and they do tend to leak… easily. And, when warmed in the air, to a gaseous stage… they are… dangerously and unpredictably explosive.

However, overnight NASA has confirmed that it is seeing new “anomalies” in the helium readings, in the upper stage of the rocket, as well.

So the team is going to roll the vehicle back into the hangar. That scrubs any March launch — and likely means. . . June 2026 or beyond. [Dear Leader will not be pleased — but safety first, always.] In any event, here is the morning’s update:

…NASA is taking steps to potentially roll back the Artemis II rocket and Orion spacecraft to the Vehicle Assembly Building (VAB) at the agency’s Kennedy Space Center in Florida after overnight Feb. 21 observing interrupted flow of helium to the SLS (Space Launch System) rocket’s interim cryogenic propulsion stage. Teams are actively reviewing data, and taking steps to enable rollback positions for NASA to address the issue as soon as possible while engineers determine the best path forward. In order to protect for troubleshooting options at both Pad B and the VAB, teams are making preparations to remove the pad access platforms installed yesterday, which have wind-driven constraints and cannot be removed during high winds, which are forecasted for tomorrow.

The upper stage uses helium to maintain the proper environmental conditions for the stage’s engine and to pressurize liquid hydrogen and liquid oxygen propellant tanks. The systems worked during NASA’s Artemis II wet dress rehearsals, but teams were not able to properly flow helium during normal operations and reconfigurations following the wet dress rehearsal that concluded Feb. 19. Operators are using a backup method to maintain the environmental conditions for the upper stage engines and the rocket, which remains in a safe configuration.

Teams are reviewing potential causes of the issue, including in the interface between ground and rocket lines used to route helium, in a valve in the upper stage, and with a filter between the ground and rocket. They also are reviewing data from Artemis I in which teams had to troubleshoot helium-related pressurization of the upper stage before launch.

A rollback would mean NASA will not launch Artemis II in the March launch window. However, the quick preparations enable NASA to potentially preserve the April launch window if a rollback is required, pending the outcome of data findings, repair efforts, and how the schedule comes to fruition in the coming days and weeks….

Now you know. [Getting thrilled to get out of the cold, by Wed. night — and down, to Music City.] Woot!

नमस्ते

New Cautionary Tales — Out Of A Chinese Look Back, At Co-Infections — HIV/AIDS, Together With Mpox…

The European Medical Journal latest reviews section offers some not-too-surprising post-hoc result out of China. The multiple burdens of these diseases would rather logically lead to increased rates of hospitalization, once a sufferer is co-afflicted with both viral loads.

In any event, here is that summary — and a bit of it:

…A retrospective analysis from Hangzhou, China, examined 104 laboratory-confirmed mpox cases… and compared mpox-HIV coinfection with mpox monoinfection. The investigators also matched HIV monoinfection cases 1:1 with mpox-HIV coinfections to explore differences and potential risk factors.

Mpox-HIV coinfection was associated with greater symptom burden. Lesion pain was reported more often in coinfected patients than in those with mpox alone (67.39% versus 39.66%). All 27 hospitalizations in the cohort, including one intensive care admission, occurred in the coinfected group, highlighting a clear severity signal in this setting.

Most coinfected patients were already receiving antiretroviral therapy (ART) (97.83%), yet immune suppression remained common. Up to 28.26% had CD4 positive T cell counts at or below 350 cells per microliter, and lower CD4 counts were associated with more severe clinical manifestations and higher hospitalization.

The study also identified behavioral factors that clustered with mpox-HIV coinfection. High risk sexual behaviors, including multiple sexual partners and frequent sexual activity, were associated with coinfection status. The authors argue these patterns support integrating surveillance and prevention strategies for HIV and mpox in higher risk groups….

Onward to a nice dinner out with friends, tonight — all done with the food poisoning… and onward to Music City mid-week, ahead — whew.

नमस्ते

I’m Pretty Proud Of My Governor. He Suffers Few… Fools.

This is perhaps trivial, but a decent case can be made that every state in the Union is also owed reparations from Trump’s plainly unlawful theft of our GDP via his tariff follies.

This case is best seen though — I think — as a way to make the political point: Trump is off the map, when we speak of what is permissible, in the land of separation of powers:

…CHICAGO — Following the U.S. Supreme Court ruling that the Trump tariffs were imposed illegally, Governor JB Pritzker sent a letter and invoice to the president, demanding the return of the $8.6 billion he stole from Illinois families.

Read the full letter and invoice at right….

Rest assured — Apple (through its fine legal team, like many others around the nation) will reclaim every penny of the $2 billion it is already owed, on behalf of its shareholders — who were lawlessly assessed his odious taxes (in the form of tariffs). Flawless.

नमस्ते

Hinderaker: “Stoopid,” On Tariffs. Yawn.

Again, surprising no one who pays attention, Hinderaker fundamentally misunderstands the import of today’s decision. Yawn.

He sniffs that it will have a little practical effect in the short term.

No, John — all we see here today is that Wall Street is far smarter than you, and this Trumpian loss / the result… was well priced in to everyone’s market probability engine.

The refund of these tariffs will be meaningful to the businesses who had to pay them. It will take many months, but we will see significant dislocation due to Trump‘s lunacy. He stole from people and businesses without authority — that’s what’s happened here. Do consider that even just one company, Apple as an example, already paid over $2 billion in his unlawful tariffs. Those public company shareholders (of Apple) are entitled to every bit of it back — plus interest. And their lawyers will go get it. [The only unfortunate thing here is that it can’t be taken directly from Donald Trump’s personal pocket.]

And the European and other partners who made promises to invest in the US may very well no longer do so. And Trump’s bluster this afternoon about imposing all new 10% tariffs everywhere… is just that: he never follows through with this nonsense.

So John, the only thing that is certain from today’s events is that Trump will continue to be a malignant blowhard and a liar.

Cheers.