Pete Zerria

[James Tate @JamesTate121]

Every God Damn time it has been this way my whole 51 years of life.

[Marco Foster @MarcoFoster_]

Sky News: “[Trump] says you’re full of shit”

Abdul El-Sayed: “At least I don’t let mine go in the middle of the Oval Office”

[Give A Shit About Nature @giveashitnature]

More cities are having a conversation about nighttime lighting and bird migration. Why Because most migratory birds fly at night.

Warblers, thrushes, sparrows, vireos, and other small birds take off after sunset and travel through the darkness. Cooler air helps them manage the heat generated by continuous flight. The atmosphere is often calmer. Most hawks and falcons are grounded.

The darkness is part of the system.

Artificial light interferes with it. Bright buildings, floodlights, glowing windows, parking lots, and the combined skyglow above cities can pull birds away from their routes from miles away.

Once drawn into a brightly lit area, birds may circle repeatedly, burning the fat they need to finish migration. They are also pulled down among buildings and reflective windows, where collisions become much more likely.

This is why cities across the country are adopting “Lights Out” programs during spring and fall migration.

I imagine no one reading this owns a sky scraper, but there are still things you can do.

Turn off outdoor lights when you go to bed. Close your curtains or blinds if a brightly lit room faces outside. Put porch and security lights on motion sensors instead of leaving them on all night. Aim outdoor fixtures downward, not into the trees or sky. Replace bright blue-white bulbs with dimmer, warmer ones.

Millions of birds may pass over your home during migration. Flipping one switch makes the sky a little safer.

[James Tate @JamesTate121]

He is a threat to project 2025 and the Heritage foundation which is why I support him.

[Trump Lie Tracker (Commentary Account) @MAGALieTracker]

BREAKING: The New York Times is reporting that a top Iranian official sent Trump a list of demands he must agree to before the Strait of Hormuz can be reopened.

Trump talks like he has control of the situation. In reality he’s lost all the leverage. What a disaster.

[Scott Dworkin @funder]

Congress passed a law this year specifically banning what Trump just did to the Forest Service.

He did it anyway. Nobody's stopping him.

https://t.co/V9HjOIeFGQ

[OSINTtechnical @Osinttechnical]

In a surprise move, Turkey will sell Ukraine a massive package of surplus rocket artillery, including:

- 70x ATACMS missiles
- 2,500x M26 DPICM (cluster) rockets
- 12x M270 MLRS launchers
- 47,000x 203mm DPICM artillery shells

[Hedgie @HedgieMarkets]

🦔SAP just froze most hiring and travel companywide, with one exception. Anything AI-related still gets funded. According to an internal email obtained by 404 Media, AI hires and AI travel continue while everything else stops. SAP told staff that token costs keep climbing as more AI features go live, so the company has to protect that spending and cut elsewhere. This is one of the biggest software companies on earth choosing AI over its own workforce budget.

My Take
Look at what SAP chose to protect. They grounded their salespeople and froze hiring, but AI spending stays untouched. A company that will stop flying its revenue team to customers before it trims a single AI dollar is a company running on panic. If the AI spend were paying for itself, SAP would fund it out of the returns instead of gutting travel and headcount to cover it.

No enterprise has shown AI pays for itself at current token costs. SAP spends anyway, not because the numbers work but because it fears a competitor gets there first. That same fear drives the data center debt and the hundreds of billions in capex across the industry. I don't trust a spending wave that runs on fear of falling behind rather than proof that the product earns its keep.

Hedgie🤗

[Neil Stone @DrNeilStone]

There's an outbreak of the flesh eating bacterium Vibrio vulnificus in Louisiana

Cyclospora parasitic diarrhoea in multiple states

Salmonella on the rise

Ebola and Hantavirus outbreaks globally

RFK Jr decided to stop funding research into infectious disease

Foolish

[Neil Stone @DrNeilStone]

This is smallpox

You've never had it or even seen it

Because of vaccines

[Give A Shit About Nature @giveashitnature]

The tick that bites you next summer is being made right now. Your local owls can put a dent in their numbers.

Late summer is when white-footed mouse populations peak after a full breeding season. Larval ticks have been feeding on those mice all summer, picking up Lyme disease in the process.

A barn owl pair raising chicks takes somewhere between 1,000 and 3,000 rodents in a breeding season. The owl doesn't carry Lyme. The bacterium can't survive its digestive tract. Every mouse an owl pulls out of your yard is a host removed from the tick cycle along with every larval tick currently feeding on it.

The owl nest box you put up this fall is ready before the owls start scouting nest sites in late winter. A barn owl box needs a 6-inch entrance hole and a 10x18 inch interior mounted 15 to 20 feet up facing open hunting ground. A screech owl box is smaller, a 3-inch hole in an 8x8 interior, mounted 10 to 30 feet up at the woodland edge.

Match the box to the owl near you. Put it up before the owls start looking.

[Prof Peter Hotez MD PhD DSc(hon) @PeterHotez]

So far, Dept HHS in this Administration has swung and missed at every opportunity to help those with autism spectrum disorder and their families (like mine).
1. They’ve resurrected fake vaccine associations in order benefit the corrupt wellness industry.
2. They’ve cited Tylenol when there’s zero association.
3. They won’t acknowledge the role of the known hundreds autism genes.
4. They’ve refused to investigate the known environmental exposures in early pregnancy that interact with autism genes, e.g. valproate.
5. They refuse to do anything to help adults on the autism spectrum find meaningful employment, instead aspiring to create dark lists that resemble the Nazi Aktion T4 lists of mental defectives.
6. An absolute failure. Here’s my article on what they should do instead https://t.co/GAf0PNY6cD

[Give A Shit About Nature @giveashitnature]

That large black and yellow spider in your garden didn't just show up overnight. She's been hanging around your yard since spring. She's finally just big enough to notice.

Argiope aurantia hatches in spring at the size of a pinhead and spends months growing. By August she's at full size, sometimes three inches including legs, with a web large enough to finally catch your eye.

She's been eating grasshoppers, beetles, wasps, and moths since June. She's not interested in you. A bite, which requires picking her up and frightening her, is roughly comparable to a bee sting and she has no venom of medical significance.

What she wants is to sit in the center of her web and do what she's been doing all summer.

By October she'll be dead. Before she goes, she'll lay an egg sac containing several hundred eggs. In spring it opens, her sons and daughters disperse through your garden, and the whole cycle begins again until next August when you notice them all over again.

[just a random dude @jy201506]

$IOVA 2Q2026 ER

Just got the chance to go through the PR and earnings call again in greater detail. Obviously, this was the best quarter yet across essentially all the key metrics, including revenue, gross margin, and R&D expense.

Here I’ll just highlight a few quotes from the call, along with my thoughts.

Frederick Vogt:

“The LUN is looking very positive right now. We feel very good about where we stand with the study and we will have a lot, I think, to say about that. I know that's a very key thing for investors and I really urge everybody to watch carefully as we talk about that and maybe even more than what people are expecting in this space.”

Well, I am watching very carefully... and I can’t wait to see “more than” what I am already expecting in this space. :). This is unusually bullish language, especially considering LUN-202 is an open-label study and management should have substantial visibility into how the accumulating data are shaping up.

Frederick Vogt:

“We're seeing very strong durability, I think very similar in overall outcome to what we saw in melanoma. It's effectively the same type of product, and when we get a response, it's usually pretty durable. Whether it ends up being 2 years, 3 years, whatever it's going to be, we'll find that out when we do the ultimate stats analysis at the end, but it looks pretty good.”

Wow. Two years! Three years!! Okay, I’ll just take the average and expect 2.5 years of mDOR... just kidding. But in all seriousness, even ~2 years of mDOR would be incredibly strong in this indication, particularly given the much worse prognosis of late-line NSCLC compared with melanoma.

For the next LUN-202 update, I would love to see something along these lines:

1. Safety from roughly 70–80 infused patients.
2. ORR, CR, and DCR from a 60–70+ efficacy-evaluable population.
3. Updated mature durability from the original 39-patient cohort and/or 2-year and potentially 3-year landmark DOR estimates from patients with sufficient follow-up.
4. Breakdown by lymphodepletion regimen intensity.
5. Breakdown by PD-L1 subgroup.

A comprehensive update showing a replicated ORR (~26%) in the expanded population + increasingly mature durability (mDOR>24M) + meaningfully improved safety and shorter duration of hospitalization post treatment without sacrificing efficacy (ORR) in the lower-intensity lymphodepletion group could really move things. A strong efficacy signal in the PD-L1-negative population would be another major positive. (am i asking for too much?!)

Daniel Kirby:

“Most of the community ATCs we started to onboard in the second half of last year. I joined in the first half and that was one of the things that we said would be a focus. We've come through on that focus and now 1/3 of our ATCs, and we do see that they can have a higher ceiling than the academics because again it's organic referral patterns within network, which are much easier to maximize than referring to the academic centers.”

This makes a lot of sense. Within-network organic referrals should be much smoother than sending patients outside the network to academic centers. More importantly, Kirby is suggesting that community ATCs may actually have a higher long-term volume ceiling than academic centers because they sit directly inside existing referral networks. The infrastructure work that began in 2H25 now appears to be starting to pay off, and community ATCs could increasingly become an important driver of growth.

Daniel Kirby:

“The conversion to referrals, what we do see is earlier patients and earlier patients coming in. We're using that data in both non-personal media as well as in face-to-face with our field forces to get that word out. So again, we are seeing the referrals come in earlier, which means we have time to treat the patients. So that is the change in the referral pattern of an earlier patient. And that gets into patient ID as well. We have gone after, I've mentioned in previous calls, the BRAF-mutated patients, because that is a very important patient type, 40% of our market that we were having trouble accessing before. We're getting tumor tissue earlier, that is helping us ID these patients earlier to get tissues so we can manufacture for infusion at the right time.”

This may be another major growth driver that is only starting to show up. Earlier referral means patients reach Iovance with enough time — and hopefully enough fitness — to actually make it through tumor harvest, manufacturing, lymphodepletion, and infusion. At the same time, earlier identification appears to be improving access to the ~40% BRAF-mutated population, which historically has been much harder for Iovance to capture.

This is the quarter that we finally are starting to see the payoff from a lot of the commercial infrastructure work that was put in place over the past year, while LUN-202 is simultaneously shaping up to become a much more meaningful pipeline catalyst as they complete the enrollment and prepare for sBLA.

Exciting times to be a $IOVA shareholder!

[Ryan J. Reilly @ryanjreilly]

Trump admin "unilaterally and likely without lawful authority destroyed a large portion of the White House structure and dug an open pit in its place," says a federal appeals court, then "publicly announced to the world the vulnerabilities that self-chosen endeavor has created."

[Bernie Sanders @BernieSanders]

AIPAC spent $30 million trying to defeat Abdul El-Sayed in the primary. They lost.

Now, they plan to spend tens of millions more against him in the general election.

This is not democracy. This is oligarchy and a corrupt billionaire-funded campaign finance system.

Fight back.

[The Shallow State @OurShallowState]

I was pleased (and a little amazed) when Brazil got rid of Bolsonaro. I was more recently pleased (and very much amazed) when Hungary got rid of Orban - which was very much about the Hungarian People rising up against rampant corruption. And I have been VERY pleased (and fully ecstatic) at how Ukraine has truly turned the tide on Russia and have severely weakened Putin.
It CAN and WILL happen here, too.

[Ariana Jasmine @arianajasmine__]

Born in Detroit to Egyptian immigrant parents, Dr. Abdul El-Sayed is a Rhodes Scholar with two doctorates who became Detroit's youngest-ever health director at age 30 before going on to teach epidemiology at Columbia University.

Calling him a "radical Islamist" makes you look stupid, not him.

[BrooklynDad_Defiant!☮️ @mmpadellan]

OMG, this is HILARIOUS!

Iran dropped another diss track, this one is "Stinky Donnie," LOL, and it is SO heavily detailed, I had to watch it twice.

Tons of Epstein references in here, too.

Is Iran winning the diss battle?🤔

[Aaron Rupar @atrupar]

Trump takes a break from fear-mongering about communism to brag about seizing the means of production: "We had a problem with Intel. And we settled the problem. They gave us 10% of the company. That was worth $12 billion."