ChicagoBiotechTrader retweeted
$IOVA
Fred Vogt:
"Right now, if you estimated from that swimmer's plot where we'd be, we'd be at about a year, but I need to stress that the data is immature and data is still coming in and that we would expect to grow over time, and there's some patients that are coming in right now, obviously, that are responding. You really can't assess durability at this stage until the data's finally done. We're also in the middle of IRC reads and a lot of other things that will affect the outcome."
"We are confident that the product is durable, and we'll show durability comparable to what we would expect from TIL therapies. On the broader question of whether FDA would accept this filing, we think a 25% response rate durable with a one-time treatment in this population should be approvable, and we think the FDA should accept it and should go forward."
This is why the November 2025 cut on the earlier 39 patients still showed mDOR not reached at 25.4 months of median follow-up, while the larger October 2026 cut (69 patients) currently looks shorter on the swimmer plot. The newer patients simply haven’t been followed long enough yet to match the duration already seen in the earlier group.
Once the final data cutoff happens in early 2027 and more follow-up accrues on the full 80-patient set, the median can still lengthen if the ongoing responses continue. People dont understand how mdor works and sold today. LMFAO!
$SMMT grabbed 16 strike at 2.00 for NOV exp
$SMMT - November 14 Is The Make-Or-Break Moment For Summit Therapeutics' Cancer Bet seekingalpha.com/article/494…
$IOVA finance.yahoo.com/healthcare… DDAY tomorrow
ChicagoBiotechTrader retweeted
ChicagoBiotechTrader retweeted
LEAPS are the most powerful wealth building tool in options
And almost nobody uses them correctly
They let you control 100 shares of a great company for a fraction of what the shares cost
Used right, a few thousand dollars can turn into serious money
Let me show you how 👇
ChicagoBiotechTrader retweeted
A major White Swan event is setting up…
I am officially calling the ultimate bear trap market bottom on October 30’th.
Next week we will see:
- Trump TACO on Iran/US war
- FED hold rates next FOMC
- Oil collapses sharply
- MAG7 Blowout earnings
- Banks/Hedge Funds pump the entire AI complex
- Ukraine/Russia Ceasefire
- Bond Yields continue selling off
This is truly shaping up to be the “most hated” rally of all time.
Don’t say I didn’t warn you…
ChicagoBiotechTrader retweeted
Two politicians are buying the same ~$7B market cap stock
Stock: $SARO StandardAero
Politicians: Gil Cisneros and Trump
So what's the big deal?
StandardAero provides maintenance, repair, and overhaul services for military aircraft
Cisneros has been a member of the House Armed Services Committee since 2025
Trump is the president. No further explanation
ChicagoBiotechTrader retweeted
My coworker's mother passed away last November.
She left her modest $190,000 house to him clear and free, no mortgage, completely paid off after thirty years of factory work.
He moved into the home in January to finally settle the estate.
Two weeks ago, a letter arrived from the state Medicaid estate recovery office.
Because his mother spent four months in a rehabilitation facility before she passed, the state quietly slapped a retroactive $114,000 lien against the property title.
He called the state health department, frantic, asking how a hospital stay could bankrupt an inherited home that had no mortgage balance.
The caseworker sighed and told him:
"Federal law requires state programs to claw back healthcare costs from deceased estates. The house cannot be sold or transferred until the balance is cleared in full."
He offered to pay a monthly settlement.
They said no. The full $114,000 is due in 60 days, or they foreclose on the property at a public auction.
A lifetime of working-class savings, wiped out overnight by a retroactive healthcare lien.
You don't own generational wealth.
You're just holding a property title until the state finds a legal mechanism to repossess it the moment you die.
ChicagoBiotechTrader retweeted
TRUMP'S 3-DAY AIRPLANE: PAPE REVEALS THE 72-HOUR DECAPITATION PLAN
University of Chicago professor Robert Pape just laid out the actual military plan now pressing on the White House. It is a specific, time-bound air campaign whose window is already closing. Every day the tankers stay in range, the pressure to use them grows.
THE 3-DAY AIR CAMPAIGN
➡️ There is an enormous incentive for Trump to execute his three-day airplane because it is use it or lose it.
➡️ Axios leaks describe something that looks exactly like Instant Thunder from 1991, the three-day campaign designed to decapitate Saddam’s regime and paralyze it.
➡️ The target is the mosaic command-and-control structure of the IRGC. Eight months of signals intelligence have already identified many nodes.
➡️ It is not one more strike on the Supreme Leader. It is a comprehensive leadership attack across dozens of bunkers, paired with hits on electric power and refineries to create paralysis.
THE TANKER DEPENDENCY
➡️ That three-day airplane turns on aerial refueling tankers the same way the Schlieffen plan turned on the railroads.
➡️ Without those tankers the coordinated campaign that could paralyze the IRGC in a truly significant way simply cannot be executed.
➡️ Iran is almost certainly tracking every one of them. Knocking the tankers out would be the modern equivalent of Austria-Hungary’s mobilization.
THE INTERLOCKING TIMETABLE
➡️ Trump now sits in a pure use-it-or-lose-it position. He either runs the plan or accepts further embarrassment around the midterms.
➡️ Once the air campaign starts, Houthis can exploit the distraction to hit additional Saudi facilities.
➡️ The sequences unfold over 72 hours, not four weeks.
➡️ Military timetables interacting with poisonous politics is exactly what turned the July 1914 crisis into World War I. Pape hopes we are not studying the same pattern ten or twenty years from now.
THE BOTTOM LINE
The plan on the table is a short, high-intensity air campaign whose entire feasibility rests on a handful of vulnerable tankers. Once those tankers are gone or the political window closes, the option disappears and the embarrassment remains. The clock is already running.
#IranWar #InstantThunder #TrumpPlan #UseItOrLoseIt #Pape #MilitaryTimetable #Midterms
HT: YouTube Mario Nafwal