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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing heightened volatility as investors weigh a strong earnings beat against concerns over significantly increased capital expenditure guidance and potential future dilution. While some community members remain bullish on the company's AI-driven turnaround and foundry expansion, many traders are actively debating whether these fundamentals can overcome broader macroeconomic pressures and institutional skepticism toward the semiconductor sector.

Melania memes are digital collectibles intended to function as an expression of support for and engagement with the values embodied by the symbol MELANIA

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The MELANIA crypto token is currently trending as a focal point of intense community debate, with participants aggressively labeling the project a scam and a classic pump-and-dump scheme. Discussions are dominated by widespread frustration over the asset's massive loss in value, with investors heavily criticizing the project's ties to the Trump family and comparing it to other controversial ventures.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending as retail investors express intense frustration over the stock's prolonged decline, focusing heavily on executive compensation and a perceived lack of management action. While some community members view current levels as a deep-value buying opportunity or a potential buyout target, sentiment remains sharply divided between those calling for a turnaround and those bracing for further downside.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

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Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is facing intense market pressure as investors scrutinize the company's surging capital expenditures on AI infrastructure, which resulted in the first negative free cash flow quarter since its IPO. While the community remains divided over the ROI of these massive investments, many are debating whether this volatility presents a generational buying opportunity or a signal of an overextended AI cycle.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

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lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors debate the sustainability of AI capital expenditures, with the stock seeing increased volatility despite strong underlying infrastructure demand and a new strategic packaging partnership with Amkor. Community sentiment remains polarized, with bulls highlighting the company's dominant market position and growth potential, while bears focus on macro-economic headwinds, rising regional tensions, and valuation concerns.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$SLS New data on survival in non-transplanted AML CR1 patients in the age of venetoclax. mOS 19 months for the cohort, but less in the &gt;60 age subgroup. ELN 2024 status seems to be the strongest predictor. @yG19 and others may be interested in the subgroup breakdowns. PDF can be downloaded

https://haematologica.org/article/view/14308

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Department of Leukemia, The University of Texas MD Anderson Cancer Center, Houston, Texas Department of Leukemia, The University of Texas MD Anderson Cancer Center, Houston, Texas Department of Leukemia, The University of Texas MD Anderson Cancer Center, Houston, Texas Department of Leukemia, The University of Texas MD Anderson Cancer Center,

Haematologica

Early View | Haematologica

$SLS A timely evidence from other reputable sources! Now the FDA has an even more complete picture of what the current SoC therapies do :)

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Marley

$SLS Thank you Bazzil, it&#39;s times like these where I wish had more characters to write with on Stocktwits, but every dollar paid for Edge, is another share of SLS that can be purchased 
 
Incredibly useful study and shared a detailed write-up here with what stuck out as insights from this study, there&#39;s a lot of golden nuggets 
 
https://www.reddit.com/r/sellaslifesciences/comments/1v4vyn5/comment/ozfjzp5/?utm_source=share&amp;utm_medium=web3x&amp;utm_name=web3xcss&amp;utm_term=1&amp;utm_content=share_button 
 
I&#39;m gonna run out of characters, but the first thing that stuck out is the 3-Yr OS here for the overall cohort, including everyone, low-intensity, and IT as well, is that the Kaplan-Meier curves suggest approximately 25-30% 3-year OS for the overall cohort, with the IT favorable-risk group performing substantially better (mOS not reached) 
 
This is helpful as it is CR1, so the plausible range expected for CR2 of 13% to 19% is likely 
 
Wish I could discuss everything related to ELN-risk distribution the study showed, and what that means for REGAL&#39;s mix, along with median OS from randomization, but I&#39;m out of characters 
 
Really excited for topline results

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BlaBlabla

$SLS Gemini pro::
&quot;If even patients in their first remission (CR1) receiving state-of-the-art therapies (like venetoclax) without a stem cell transplant survive a median of &quot;only&quot; 19 mo., it is medically practically impossible for patients in their second remission (CR2) in the REGAL trial&#39;s BAT control arm to achieve similar numbers.
Historical data shows a median Overall Survival (mOS) of roughly 5.4 to 8 months for CR2 patients without a transplant. The fact that the mOS in CR1 is 19 months indirectly confirms that the BAT arm in the REGAL trial (CR2) will very likely remain in the low, single-digit range (precisely those 6 to 8 months). A sudden upward &quot;outlier&quot; in the control arm&#39;s performance is extremely unlikely given these CR1 figures.
​Conclusion for the REGAL Trial&#39;s mOS
​Expected mOS (BAT): Likely still hovering around 6 to a max. 8 months. The 19m benchmark from the CR1 study essentially cements the fact that the standard of care for CR2 must fall significantly below that&quot;

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Ehrenhardt

$SLS can someone explain the findings to a noob like me

Very Imminently

Nasfact

$SLS awesome job Brazzil !! You must have been really bored or your mom locked you in your room.

John Pace

$SLS Timely short buster AML study report!!

WaynD

$SLS Remarkable big really had Bat for cr2 at 16-25 Mos lol

Sunnym_15

$SLS These updated +/- Venetoclax Rx AML CR1 non-SCT mRFS (11 mo) &amp; mOS (19 mo) data further supports historical CR2 non-SCT mOS (8 mo)!

Simple ballpark MATH (this is generous considering REGAL BAT OS only starts AT time of REGAL enrollment AFTER CR1 relapse &amp; the 1-2 mo required to achieve CR2)!

CR1 mOS - CR1 mRFS = CR2 mOS
               19 mo - 11 mo = 8 mo

REGAL BAT ~8 months is DATA-driven FACT from ALL published DATA &amp; MD experts, including those running REGAL trial!

GPS has achieved CURATIVE-INTENT Rx glory &amp; WILL be the MOST SIGNIFICANT therapeutic achievement in 2026 for cancer &amp; forever for AML!

BioTechBling

Mike F

$SLS let&#39;s look at what this means. Ven achieved mos of 19 months in cr1! In ph2 regal got to 16.9 I believe. That&#39;s cr2 sicker and highly treatment resistant with ven achieving no more than 6-8 months. So how well would gps due in cr1? A little breakdown of what the find means. Good one

John Wick

$SLS @Bazzil @yG19 This is absolutely huge!! This paper exists because the field recognizes that non-transplanted AML survival benchmarks were poorly characterized. 
 
362 newly-diagnosed AML pts who achieved CR1 and did NOT go to transplant, 2016-2023.  
 
Remember this is CR1, not CR2 so this serves as a ceiling for survival estimates. 
 
REGAL&#39;s BAT is HMA/ven, LDAC, observation, so the comparator is the low-intensity (LIT) venetoclax group (n=198, median age 74): 
 
LIT + venetoclax: median RFS 10.8 mo, median OS 16.6 mo  
LIT without ven: RFS 6.3, OS 12.5 
(Intensive Treatment+ven, for reference: RFS 23.5, OS 30.3 — but that&#39;s a median-age-52 cohort, not REGAL&#39;s population) 
 
Thats for CR1! A second remission is shorter and more chemoresistant than a first. 
 
ELN 2024 inside the LIT cohort (n=257, 77% ven): 
Favorable - RFS 13.7, OS 25.1 
Intermediate - RFS 10.2, OS 17.5 
Adverse - RFS 5.3, OS 10.6 
 
The cohort did exclude CBF patients however, but not likely to be enriched in REGAL given the median age. This points us at a likely mOS for CR2 patients at well below 16-18.  
 
Also worth noting that 250 of 612 CR1 patients (41%) at MD Anderson proceeded to allo-SCT. Even at MD Anderson, with 855 allos in two years and every resource available, 59% of first-remission patients never went to transplant. REGAL&#39;s arm is a worse remission, pre-screened as ineligible. Enough said. 
 
I can&#39;t own enough SLS.

LeftyMD

$SLS @Bazzil @yG19 Great Data. Thanks for Sharing - redeemed this boards Value.  
---  
Really Speaks for itself - CR1 / no Transplant / 2.5 LIT : 1 IT - makes sense. 
11 month MOS LIT and 19 month MOS for IT [IT being Healthier and therefore capable of withstanding more Intense Treatment] 
 
11 month MOS in CR1 Low Intensity Treatment 
19 month MOS in CR1 Intense Treatment  
 
- Again GPS Phase 2 MOS in CR1 was not Yet Reached and Greater than 67.6 Months. 
- Gps Phase 2 MOS in CR2 was 21 months --- better than this CR1 Result.

SELLAS Life Sciences Group Inc

 New data on survival in non-transplanted AML CR1 patients in the age of venetoclax. mOS 19 months for the cohort, but less in the >60 age subgroup. ELN 2024 status seems to be the strongest predictor. 

 and others may be interested in the subgroup breakdowns. PDF can be downloaded



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@Bazzil @yG19 Gps P2 Cr2 21 month MOS, patient Avg 74 YO likely in the LIT cohort - 11 months in CR1

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 Gps P2 Cr2 21 month MOS, patient Avg 74 YO likely in the LIT cohort - 11 months in CR1

@Bazzil @yG19 Will peruse in a bit—if so, relatively-revelational.

Kristi

 Will peruse in a bit—if so, relatively-revelational.

Anonymous10000

@Bazzil literally from today’s date, how did you find it so fast?

Dennis Kim

 literally from today’s date, how did you find it so fast?

Paul

@puzzled222 Blind luck. I am not connected anyone or anything, trust me. I peruse pubmed for Aml papers every so often. Most are irrelevant but I just happened to stumble on a biggie today. I have found others like the wt1 vaccine post pediatric transplant that got yg19 so excited. Happy to give longs a boost of confidence, but most importantly hoping that this is really a big step forward for Aml patients, and soon.

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 Blind luck. I am not connected anyone or anything, trust me. I peruse pubmed for Aml papers every so often. Most are irrelevant but I just happened to stumble on a biggie today. I have found others like the wt1 vaccine post pediatric transplant that got yg19 so excited. Happy to give longs a boost of confidence, but most importantly hoping that this is really a big step forward for Aml patients, and soon.

@Bazzil Amazing! Really appreciate you finding these articles, definitely makes holding through all the turbulence easier. Cheers to this hopeful cure!

Edmund

 Amazing! Really appreciate you finding these articles, definitely makes holding through all the turbulence easier. Cheers to this hopeful cure!

@Bazzil @yG19 need @Stocktwits @StocktwitsNews to pin this

Cc: @kevinbtravers

@Bazzil @yG19 impeccable timing… Sterg needs to talk about this article tomorrow surely…

 impeccable timing… Sterg needs to talk about this article tomorrow surely…

@Bazzil @yG19 @Stocktwits this needs to be pinned, please!! 🙏

I’m no biostatician so I’m cross-eyed here but I think I understand! This is incredible! It completely wrecks the shorts arguments even more than Sterg already did. Woah! 

Thank you!

 this needs to be pinned, please!! 🙏

I’m no biostatician so I’m cross-eyed here but I think I understand! This is incredible! It completely wrecks the shorts arguments even more than Sterg already did. Woah! 

Thank you!