This one was personal and hard to write. I've done a lot of hard things in my life, but nothing really compares to this.
Thanks for publishing it @realDailyWire.
The Trump EPA is being sued for approving trifludimoxazin, a PFAS “forever chemical” pesticide, for use on some of the most common foods American families eat.
Center for Food Safety, Center for Biological Diversity and Pesticide Action & Agroecology Network North America filed the lawsuit challenging the EPA’s approval.
Trifludimoxazin is now approved for use on corn, wheat, oats, soybeans, oranges, apples, peanuts, almonds and other crops.
The EPA acknowledges that trifludimoxazin caused thyroid tumors in studies. The groups challenging its approval say it is a likely human carcinogen and point to concerns about reproductive harm, birth defects and neurological effects associated with this class of herbicides.
And because it is a PFAS pesticide, the concern doesn’t end with what is sprayed on our food. Trifludimoxazin can take years to decades to fully break down, with the potential for persistent PFAS byproducts to contaminate our soil and water.
American families are already exposed to pesticides and PFAS from far too many sources. We should be working to REMOVE chemicals from our food, water and environment, not approving more of them.
Our regulatory agencies must put the health of our children and future generations before chemical industry profits first.
$IOVA - The nearest catalyst is the 2026 full year guidance. Next to that is catalyst #4 that I posted yesterday, which is the update on IOV COM 202 Cohort 1A which is identical to the TILVANCE 301 trial to the active arm (Amtagvi + Keytruda). Since TILVANCE 301 is still blinded, the company uses the COM 202 Cohort 1A to give us the update. This is extremely important because it gives us a glimpse into TILVANCE 301.
The last time the company released data was on May 23, 2024. It’s been more than 2 years! And you know what that means. 2 additional years of Amtagvi killing more cancer cells. Remember, Amtagvi is a one time treatment! The T-cells will continue to kill cancer for the rest of the patient’s life. This trial uses the combination of Amtagvi and Keytruda in immune checkpoint inhibitor (ICIs) naive patients. This means no ICIs have been used on these patients.
The previous results released on May 23, 2024, looked like this: 65% ORR (Objective Response Rate) 30% CR (Complete Response) and 64.7% PFS (Progression Free Survival) at 6 and 12 months. These numbers were UNPRECEDENTED. Keytruda by itself gets about 35% ORR. The 30% CR is crazy good! These people are cured basically.
To put things in further perspective, a blockbuster called Opdualag by Bristol Myers Squibb is a combination of 2 ICIs together (Relatlimab, a LAG-3 inhibitor and Opdivo (nivolumab)), an anti PD-1 gets 43% ORR and 16% CR.
Now do you see how amazing the combination of Amtagvi and Keytruda is? But Interim CEO Dr. Fred Vogt hinted that they will present new data to highlight the qualities of Amtagvi that will make it an ideal choice in frontline melanoma. They have seen the results and are excited to share at ESMO on October 23-27, 2026 in Madrid, Spain.
They will also be presenting data from the Saratoga Trial on Soft Tissue Sarcomas at ESMO as well. So far Amtagvi achieved 50% ORR in 6 patients in a population where results in second line are in single digits like 5%.
So when I say $IOVA is a monster in the making, I am deadly serious!
Besides the frontline indication in frontline metastatic melanoma, the potential great results will draw even more oncologists into using Amtagvi regardless if it’s frontline (after approval) or second line. The numbers that you will see will be amazing. There’s nothing like Amtagvi! Nothing.
There’s a reason why I am rehashing this catalyst. It’s something I read today from the Mofitt Kettering Cancer Institute. I will share that next.
$IOVA 7.65 today
As of 7/31 still 100M Short
How many have covered in August so far ? LFG
10 by the end of ‘26 ?
As @BIOTECHSCANNER says
We don’t have enough shares 🍺🍺
$XERS XERS Q2 2026 — the "miss" is optical; the quarter is a beat
The EPS "miss" is a non-cash accounting artifact, not an operating miss. The entire $31.1M net loss is a one-time, non-cash fair-value charge from exchanging the 2028 Convertible Notes. Strip it and the operating quarter is strong and improving:
Recorlev $56.8M, +81% — ran even hotter than Q1 (+95% but off a smaller base). This is the whole story on the base business.
Adjusted EBITDA $19.3M, +$6.7M (+53%) — the real profitability trend, accelerating.
Gross margin 86%, up from 82% — mix shift toward Recorlev is lifting margins.
Net product revenue $91.0M, +34%.
Indiana Fever coach says she “isn’t educated enough from a scientific standpoint” to say if men should be able to play women’s sports. These people are batshit insane.
🧵THREAD🧵
The Fauci diary is damning on so many scores, but the indictment of legacy media for acting as Fauci’s PR team strikes me as one of the worst.
Every time Fauci was caught on COVID’s origins, he ran to his loyal lapdogs in legacy media to defend him.
Follow along ⤵️