1. A Virtual Conversation with Heather Cox Richardson and DNC Chair Ken Martin — next Monday at 3pm Eastern, 12pm Pacific.
If you’re not happy with total MAGA control of the government, blow $25 and sign up for the call!
2. A Deeper Look (Literally): What Trump’s “Big Strike” Did and Did Not Achieve.
3. It “likely only set back Iran’s nuclear ambitions by months.” Here’s hoping Trump’s efforts to bring peace to the Middle East succeed.
4. Should Iran instead foolishly decide to activate sleeper cells it claims it has positioned here, never fear: an eager 22-year-old oversees the government’s main hub for terrorism prevention.
5. Senator Alex Padilla addresses his colleagues . . .
6. . . . including “knee-jerk moderate” Lisa Murkowski. Might she caucus with the Democrats?
VERU vs TSLA
Suggested here at 52 cents three months ago, VERU remains, at 66 cents, an interesting speculation. My friend who suggested it notes the large short interest in the stock — a bad thing if the shorts are right and it goes bust; a great thing if they at some point decide to cover their short positions to avoid ruin.
What has my friend excited is that (he writes):
Two of the three drugs competing with VERU’s Enobosarm reported results recently that dramatically underperformed. VERU’s 3 mg dosage (taken in pill form) reduced loss of muscle mass by 97.2% . . . while Scholar Rock’s intravenously administered drug and Regeneron’s injected drug reduced muscle mass loss by only 50.0% and 51.3%, respectively!!! Neither of these two competing drugs improved total weight loss significantly, either, as compared to Enobosarm!!!
So, as against two of the three competitors, he reports, our drug is way more effective — and taken in pill form.
As for the third, he writes:
Lilly’s drug (IV induced) (data expected 11/2026) that they acquired from Versanis for $2 BILLION is in my opinion the only drug still in the running to compete with Enobosarm. If VERU could be worth the same $2 BILLION, then, with 147 million shares outstanding ($2 BILLION/147 million = $13.60) VERU share price target might reasonably be $5 or $10 or $15 — no? A 10X or 20X.
Highly speculative, but — I would argue – not as nuts as TSLA. (See: Tesla Stock Valuation Looks Insane.)
Could TSLA, currently valued at over $1 trillion, reasonably be imagined to jump 10- or 20-fold in the next two or three years, to $10 trillion or $20 trillion? I don’t see it.
Might its market cap fall to just (say) five times that of Ford and GM combined? That I could imagine — and would cut its share price in half.
And what if Tesla were one day worth only twice Ford and GM combined? Stranger things have probably happened.
Editors Note: This article was originally published on June 25th, 2025 on andrewtobias.com, syndicated with permission.
Read the full article here
