# Chaotropy MD, 33 | Only innovation increases order | Nothing ever posted is financial advice | Do your own due diligence | Blogging about biotech, AI, science and anything else that interests me Page: Feed: --- ## [Non-Physical Intelligence Has A Ceiling](https://chaotropy.substack.com/p/non-physical-intelligence-has-a-ceiling) _2026-08-09 · Chaotropy_ Reasoning alone cannot predict the chaotic physical world. Without a sensory and motor interface to reality, non-physical AI will not deliver the scientific and technological breakthroughs we expect. ## [Early Results Of Verastem's VS-7375 In Pancreatic Cancer, Or How To Read A Reduction In CA19-9](https://chaotropy.substack.com/p/early-results-of-verastems-vs-7375) _2026-07-19 · Chaotropy_ Verastem reported \>50% reduction of CA19-9 in 13 of 14 pretreated pancreatic cancer patients treated with 900 mg VS-7375. Whether CA19-9 can predict survival is another question. ## [Palantir Is Building The "Brain of The Firm" Envisioned Half a Century Ago](https://chaotropy.substack.com/p/palantir-is-building-the-brain-of) _2026-07-05 · Chaotropy_ Organizations sense and act, but borrow their thinking from humans. Palantir's ontology provides a living model of the firm, and AI supplies the capacity to reason over it. ## [Innovation: America's Perpetual Frontier](https://chaotropy.substack.com/p/americas-perpetual-frontier) _2026-07-04 · Chaotropy_ At her 250th birthday, America is again at the very forefront of innovation. The rational position is an almost delusional optimism about what Americans build next. ## [Nektar's Rezpegaldesleukin: Aiming To Restore Peripheral Immune Balance](https://chaotropy.substack.com/p/nektars-rezpegaldesleukin-aiming) _2026-06-14 · Chaotropy_ Rezpegaldesleukin selectively expands regulatory T cells to restore peripheral immune balance. Phase 2b trials showed impressive, deepening efficacy in AD and meaningful hair regrowth in AA. ## [Why Licensing A Dual-Mechanism Anti-IgE Antibody Could Be A Major Opportunity For Cue Biopharma](https://chaotropy.substack.com/p/why-licensing-a-dual-mechanism-anti) _2026-05-17 · Chaotropy_ Cue licensed CUE-221, a dual-mechanism anti-IgE antibody. A controlled Phase 2 in CSU in mainland China is expected to read out in H2 2026, after which Cue plans a global Phase 2b in food allergy. ## [Mufemilast Phase 2 Data May Partially De-Risk Palisade Bio's PALI-2108](https://chaotropy.substack.com/p/mufemilast-phase-2-data-may-partially) _2026-05-04 · Chaotropy_ Hemay's Phase 2 mufemilast data suggest oral PDE4 inhibition can drive biologic-range remission in moderate-to-severe ulcerative colitis. ## [A Nature Medicine Paper Linking Picloram To Early-Onset Colorectal Cancer Leaves An Open Question](https://chaotropy.substack.com/p/a-nature-medicine-paper-linking-picloram) _2026-04-26 · Chaotropy_ Maas et al. link picloram to US early-onset colorectal cancer; Germany saw a parallel rise despite zero picloram sales for 16 years (1990-2005). ## [Computational Simulation Of Four Non-Covalent KRAS G12D Inhibitors Suggests Verastem's VS-7375 May Achieve The Deepest Signaling Suppression](https://chaotropy.substack.com/p/computational-simulation-of-four) _2026-04-24 · Chaotropy_ Computational simulation of four non-covalent KRAS G12D inhibitors suggests VS-7375 reaches 90% signaling suppression at the lowest free drug concentration. ## [Find the fault before the call does (Sponsored)](https://crawlproof.com/a/1MQTfKD5GpKF) _2026-04-24 · **Sponsored**_ Run 24 local hardware tests in your browser or app; nothing is uploaded. ## [Phase 3 Readout Of Daraxonrasib In 2L Metastatic PDAC Marks An Inflection Point For Pancreatic Cancer](https://chaotropy.substack.com/p/phase-3-readout-of-daraxonrasib-in) _2026-04-18 · Chaotropy_ Median OS 13.2 vs 6.7 months, HR 0.40, in pretreated metastatic pancreatic ductal adenocarcinoma against standard chemotherapy. The era of targeted therapy in pancreatic cancer has finally arrived.