1. A Digital Dialog with Heather Cox Richardson and DNC Chair Ken Martin — subsequent Monday at 3pm Japanese, 12pm Pacific.
When you’re not pleased with complete MAGA management of the federal government, blow $25 and join the decision!
2. A Deeper Look (Actually): What Trump’s “Huge Strike” Did and Did Not Obtain.
3. It “probably solely set again Iran’s nuclear ambitions by months.” Right here’s hoping Trump’s efforts to deliver peace to the Center East succeed.
4. Ought to Iran as an alternative foolishly resolve to activate sleeper cells it claims it has positioned right here, by no means concern: an keen 22-year-old oversees the federal government’s primary hub for terrorism prevention.
5. Senator Alex Padilla addresses his colleagues . . .
6. . . . together with “knee-jerk average” Lisa Murkowski. May she caucus with the Democrats?
VERU vs TSLA
Instructed right here at 52 cents three months in the past, VERU stays, at 66 cents, an attention-grabbing hypothesis. My pal who recommended it notes the big quick curiosity within the inventory — a nasty factor if the shorts are proper and it goes bust; an important factor in the event that they sooner or later resolve to cowl their quick positions to keep away from smash.
What has my pal excited is that (he writes):
Two of the three medicine competing with VERU’s Enobosarm reported outcomes lately that dramatically underperformed. VERU’s 3 mg dosage (taken in capsule type) diminished lack of muscle mass by 97.2% . . . whereas Scholar Rock’s intravenously administered drug and Regeneron’s injected drug diminished muscle mass loss by solely 50.0% and 51.3%, respectively!!! Neither of those two competing medicine improved complete weight reduction considerably, both, as in comparison with Enobosarm!!!
So, as towards two of the three rivals, he experiences, our drug is far more efficient — and brought in capsule type.
As for the third, he writes:
Lilly’s drug (IV induced) (information anticipated 11/2026) that they acquired from Versanis for $2 BILLION is for my part the one drug nonetheless within the operating to compete with Enobosarm. If VERU might be value the identical $2 BILLION, then, with 147 million shares excellent ($2 BILLION/147 million = $13.60) VERU share worth goal may fairly be $5 or $10 or $15 — no? A 10X or 20X.
Extremely speculative, however — I’d argue – not as nuts as TSLA. (See: Tesla Inventory Valuation Seems Insane.)
May TSLA, at the moment valued at over $1 trillion, fairly be imagined to leap 10- or 20-fold within the subsequent two or three years, to $10 trillion or $20 trillion? I don’t see it.
May its market cap fall to simply (say) 5 instances that of Ford and GM mixed? That I may think about — and would reduce its share worth in half.
And what if Tesla had been in the future value solely twice Ford and GM mixed? Stranger issues have in all probability occurred.
Editors Be aware: This text was initially revealed on June twenty fifth, 2025 on andrewtobias.com, syndicated with permission.
An American author and public determine, Andrew Tobias has written extensively about politics, finance and insurance coverage. Andrew can be a graduate of Harvard College and is the writer of quite a few books together with; The Solely Funding Information You’ll Ever Want, The Greatest Little Boy In The World, and Invisible Bankers: The whole lot The Insurance coverage Trade By no means Needed You To Know.
