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!
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
ChicagoBiotechTrader retweeted
You’re not gonna believe this.
5,000 stocks are down 20%+ from their 52-week highs.
And it gets crazier…
Nearly 4,000 are down 40%+.
Think about what that actually means.
While the major indices have held together, underneath the surface thousands of stocks have already been living through their own bear markets.
The index looking fine while individual stocks are getting absolutely destroyed underneath it.
Some seriously messed up shit when you actually look under the hood.
ChicagoBiotechTrader retweeted
wanna know the worst thing about today’s price action?
the stock market falling should be causing yields to fall because people would be rotating to bonds…
but yields are up, meaning people are selling stocks AND bonds which is *literally* the worst case scenario in this macro
last time this happened was April 2025 and once SPY fell 30% and the 10-yr peaked at 4.8%, Trump pulled back the tariffs
if the market falling can’t help bonds, at that point the only thing left is for Trump to step in
ChicagoBiotechTrader retweeted
🧬 BIO CATALYSTS TO WATCH | OCT 10–17, 2026
Keep an eye on upcoming biotech catalysts for
$KOD $SABS $ENTX $CYTK $AZN $KURA $ALEC $TSHA $JAGX $CLRB $IRD $VTRS $STTK
Clinical trial updates, FDA decisions and key data readouts could drive volatility and create major stock-moving events.
#Biotech #BiotechStocks #FDA #ClinicalTrials
ChicagoBiotechTrader retweeted
👀 $34.22 is the real GME.WS number I’m circling.
With the warrant around $2.22 plus a $32 exercise price, $GME needs to reach $34.22 by Oct. 30th just to cover the purchase price at expiration.
$32 gets the warrant to the doorstep. $34.22 pays the ticket.
Then the leverage gets spicy. 🌶
At expiration, $36 $GME = $4 intrinsic, $40 = $8, $46 = $14.
So the old warrant projection around $14 would line up with roughly $46 $GME at expiration under a one warrant for one share exercise assumption.
Okay, calculator.
We see you.👀
$GME is around $27.40, so there’s real distance left
First $32, then $34.22.
Before Oct. 30th, the warrant can carry time value on top of intrinsic value once ITM.
Seventeen days left. 📅
$32 turns the engine on. 🚀
$34.22 is where today’s $2.22 ticket finally pays for itself. 👀🔥
ChicagoBiotechTrader retweeted
Wall Street priced $PDSB like a dying micro-cap, completely missing an 80% two-year survival rate in cold colorectal cancer tumors. Now with billionaire Dr. Patrick Soon-Shiong clearing senior debt and taking a board seat, the broken narrative is creating a massive valuation disconnect. Here is the breakdown on what the market got wrong. #Biotech #Stocks
auth.flash.stocksentinel.ai/…
ChicagoBiotechTrader retweeted
Now that the dust has settled I'm going to tell you what I believe happened with 327 litigation and Andrews:
Andrews decided 793 was not PA a long time ago, like in 2025. On sale bar was decided also even though I believe he got that forcefully wrong. He decided not to rule right away and allow Yutrepia to be on the market for as long as he could. He didn't want to go past the second CJRA deadline and that why we got ruling on the last day. He knows off label is a valid option for PH-ILD. He also didn't rule and allowed both sides to come to an agreement. I remember reading how he said in a interview that he wants patent litigation parties to settle outside of court.
I never fell for the idea of Yutrepia coming off the market and I don't believe he would've allowed it. I'm not sure how much he was involved in getting both parties to the deal we see today.
The $380M hurts but it's the price you have to pay to clear the table and remove the dark cloud over $LQDA.
It's time we forget the past and look forward to earning and what RJ can accomplish going forward.
Losing 327 case was a hard pill for me and many to swallow but the sun is shining again today and we are all pros at being patient with this stock.
PH-ILD for Yutrepia will probably take a 25% hit (some doctors won't off label) but that still allows us to grow 300-350 per month. I expect us to hit $1B in revenue this year if not early next year.
TPIP is 3 years away and L606 has a shorter path. No guarantee that TPIP will even be successful.
Doctors know who the players are and will reward accordingly.
🥂
ChicagoBiotechTrader retweeted
Huh???? October 12th? Judgement day? What is this $GME news article groks pushing???
