Podcasts about Jefferies

GE Aerospace (GE) sold off after the opening bell despite initially trading higher on strong earnings and raising its full-year outlook. PepsiCo (PEP) rallied to a 3-month high even though its net income is down and demand continues to show signs of weakness. Jefferies turns into a bear on Starbucks (SBUX) with a downgrade to underperform from hold. Diane King Hall takes investors through the morning's biggest movers.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Our Steve Liesman and Jefferies' David Zervos break down the political and market implications as Trump inches closer to firing Fed Chair Jerome Powel. Key earnings include United Airlines and Alcoa. Alcoa CEO Bill Oplinger joins exclusively to react to his company's quarterly numbers. Jim Paulsen of Paulsen Perspectives questions why markets aren't more rattled, and MoffettNathanson's Robert Fishman previews Netflix ahead of results. Plus, bond market moves with Rick Santelli, and Tim Seymour weighs in on global markets, Apple, and Diageo. 

In this episode of In the Tranches of Structured Finance, Vadim revisits the standout questions from dv01's recent consumer credit webinar with Jefferies, Upgrade, and Prosper—digging deeper into the state of the consumer, credit performance trends, origination behavior, and refinancing dynamics.Vadim also introduces dv01's new Closed-End Seconds Benchmark, spotlighting its relevance in today's housing affordability environment. Tune in for insights on:The correlation between origination volumes and credit performanceThe role of housing equity across income cohortsTrends in consumer unsecured refinancing and BNPL/home improvement lendingWhy second liens are seeing renewed investor interest post-GFCEarly performance signals in dv01's Closed-End Seconds BenchmarkSubscribe to our free research to stay up-to-date on the latest trends. Contact sales@dv01.co to learn how dv01 data can help you understand what's going on in the market, and to better analyze your whole loan portfolio and securitizations.

DoorDash (DASH) starts the day with a downgrade to a hold rating from Jefferies. Rick Ducat examines the food delivery stock's upward channel off of April-lows, but notes the downward trend in the RSI study. For recent options open interest, he points to a range between $230-$260 on the call side. Later, Tom White demonstrates a call vertical strategy and sells an example trade with a bearish lean.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Residential solar has had a rough couple of years. In 2024, the market contracted 31% and major companies like Sunpower and Titan went bankrupt. Now, only halfway through 2025, Sunnova and Mosaic have filed for bankruptcy, too. The market has suffered from low demand, high interest rates, and major policy changes like California's cuts to net metering.  So now that the One Big Beautiful Bill phases out key tax credits, what's next for the battered industry? In this episode, Shayle talks with Julien Dumoulin-Smith, who leads equity research for power, utilities, and clean energy at Jefferies. Shayle and Julien cover topics like: Why the IRA eased — but didn't solve — the troubled market's key challenges, like high interest rates, tax equity challenges, and intense competition How debt prevented companies from weathering rising input costs How the final version of the One Big Beautiful Bill avoided the worst case scenarios for residential solar Whether the bill will impact utility or residential solar more How the shift toward leasing will benefit  larger companies over small, local installers The impact of rising electricity prices Resources: Latitude Media: Sunnova's debt problem Latitude Media: Is residential solar poised for a comeback? Open Circuit: Does residential solar have a bad product? Catalyst: Could VPPs save rooftop solar? Latitude Media: SunPower is bankrupt. Competitors see opportunity Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

Nvidia becomes the first company ever to hit a $4T valuation and the Nasdaq notched a record close. But is the rebound starting to feel stretched? Lori Calvasina of RBC joins with her take on positioning. Former USTR official Wendy Cutler on the latest trade headlines. Oppenheimer's Brian Schwartz on why he upgraded Microsoft and Jefferies' Sheila Kahyaoglu previews Delta's earnings.

While most of the U.S. was celebrating the 4th of July holiday, President Donald Trump was busy signing the One Big, Beautiful Bill into law. This wide-ranging tax law has a few implications for the biopharma industry, including expanded IRA exemptions for orphan drugs.  Looking ahead to the second half of 2025, BioSpace reviews some of the upcoming catalysts highlighted by Jefferies' “Halftime Show” report,including a highly anticipated Phase III readout for Eli Lilly's oral obesity candidate orforglipron and an eye on rare disease decisions under the “new” FDA.  Speaking of FDA decisions, this week kicked off with a surprise approval—that of KalVista's Pharmaceuticals' Ekterly for hereditary angioedema. The road to approval for Ekterly was not a smooth one, after the FDA delayed its target action date and Endpoints News reported that FDA Commissioner Marty Makary tried to have the application rejected.  More regulatory controversy is afoot as Health Secretary Robert F. Kennedy Jr. is facing yet another lawsuit. A group of medical organizations have sued Kennedy and other health leaders in an attempt to reverse Kennedy's recent decision to remove COVID-19 shots from the routine immunization guidelines for healthy children and healthy pregnant women. In other vaccine news, Kennedy endorsed the expanded use of RSV vaccines for people 50 through 59 years old who are at risk of severe disease—following the recommendation of the CDC vaccine advisory committee he turfed last month.  This seeming reversal of sentiment largely mirrors the Secretary's massive HHS overhaul, which has already seen several of these layoffs reversed. In ClinicaSpace this week, we take a deep dive into the numbers. Also in ClinicaSpace, we feature four therapies hanging tough in a troubled TIGIT space that has seen several companies burn billions of dollars on failed assets. And BrainStorm Cell Therapeutics is back in the news after signaling support for a Citizens' Petition submitted to the FDA requesting the approval of its cell therapy NurOwn, whose Biologics License Application was withdrawn in 2023.  Finally, in BioPharm Executive, we take a deep dive into the burgeoning longevity space and unpack the short-lived marriage between Novo Nordisk and Hims & Hers Health.   

H3 - July 4 2025 - "The Big Beautiful Bill Passes : Hakeem Jefferies record speech." "John Mason, Entertainment Lawyer about his experiences with Stars" " John Mason, talking about The Jackson 5 vs The Jacksons" " Everyone has a side hustle , giving thanks for the 4th , longevity hints"

We bespreken de impact van de positieve rapporten van Jefferies op de aandelen Melexis en Umicore. Huisanalist Ilse De Witte trekt daarnaast lessen uit het Amerikaanse banenrapport.In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht. 

James T. and Producer Aaron provide live updates concerning the inevitable passing of the Big Beautiful Bill, if only Hakeem Jefferies would shut up! Also, special Thursday editions of the Conservative Clown of the Week and the weekly Prayer. Plus, interviews with Jeff Ustch about the meaning of the 4th of July and an Indepth talk with Maricopa County Attorney Rachael Mitchell about the Morrison Ranch Marauders situation in Gilbert.

David Faber and Jim Cramer drilled down on two big stories from the world of mega-tech: Microsoft announced it is laying off about 9,000 employees worldwidein its latest round of job cuts, while Tesla saw its shares rise on the company's Q2 deliveries report. Also in focus: Big banks boost dividends and announce stock buybacks, a negative surprise in the ADP jobs report, Centene shares plummet and drag health insurers lower after the company pulls its guidance, Jefferies upgrades Apple to "Hold," Paramount's $16 million settlement with President Trump, OpenAI CEO Sam Altman vs. Meta's poaching, the group of tech stocks Cramer now calls "MNMs." Squawk on the Street Disclaimer

Scott Wapner and the Investment Committee debate the best way to play the markets as stocks hit new highs. Plus, Apple leads the Dow today and gets an upgrade from Jefferies, the desk discuss whether the tide is turning for the name. And later, we hit the latest Calls of the Day. Investment Committee Disclosures

Dan Nathan & Carter Worth break down the top market headlines and bring you stock market trade ideas for Wednesday, July 2nd --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

In dieser spannenden Folge des Karriere Insider Podcasts spricht David Döbele mit Dr. Nicholas Hanser, Managing Partner bei Saxenhammer, über seinen Weg ins Investment Banking nach dem Studium – mit Stationen bei Credit Suisse, Jefferies und BNP Paribas. Du erfährst, worauf es im Tech-M&A wirklich ankommt, wie sich die Arbeit in Großbanken von der in spezialisierten Boutiquen unterscheidet und welche Erfahrungen für eine erfolgreiche Karriere in der Branche entscheidend sind. LinkedIn Dr. Nicholas Hanser: https://www.linkedin.com/in/dr-nicholas-hanser-1a33831/ Saxenhammer Karriereseite: https://www.saxenhammer-co.com/de/karriere/ Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Unsere Website: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 _____________________________________________ Timestamps 00:00:00 - Vorschau 00:00:58 - Intro 00:03:17 - Vorstellung & Karriereweg 00:24:50 - Wechsel zu Saxenhammer 00:29:05 - Typische Kunden und Projekte 00:32:50 - Welche Qualifikationen braucht man für eine Karriere bei Saxenhammer? 00:37:50 - Marktlage im M&A: Wie sieht's aktuell im Tech-Segment aus? 00:42:35 - Bringt ein PhD im M&A-Alltag wirklich etwas? 00:44:56 - Langfristige Ziele: Wann wäre für dich genug erreicht? 00:46:18 - Ausgleich zur Arbeit 00:47:30 - Automatisierung & Effizienz 00:50:25 - Langfristige Skill-Entwicklung & persönliche Schwerpunkte 00:51:52 - Besondere Erlebnisse im M&A-Alltag 00:52:57 - Lernkurve im M&A 00:54:27 - Analyst ohne Vorerfahrung: Wie realistisch ist der Einstieg? 00:55:40 - Kundenkontakt bei Saxenhammer 00:56:34 - Aufgaben im Alltag, die einfach dazugehören 00:57:53 - Zusammenarbeit mit Christian Saxenhammer: Wie eng ist der Austausch? 00:59:08 - Wie wichtig ist das Uni-Netzwerk für die Karriere im M&A? 01:03:11 - Ab wann lohnt sich eine M&A-Beratung für Start-up-Gründer? 01:04:54 - Wird M&A-Beratung durch KI bedroht? 01:06:40 - Weitere Fragen (Buchempfehlung, Tipps, etc.) 01:11:50 - Outro _____________________________________________ Weitere hilfreiche YouTube-Videos: Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcast INVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0f UNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnU Die besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0Ks Die besten Unis für den Master: https://youtu.be/fdKknPZzO4w ALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlY ALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU _____________________________________________ Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst: Target-Uni-Report: https://pumpkincareers.com/target-uni-report?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBankerüberCreditSuisseBNPParibasundM&ABoutiquenKarriereInsider020725 Falls du Fragen hast, die du persönlich mit uns besprechen willst, kannst du uns gerne auch auf LinkedIn (David Döbele, Jonas Stegh) oder Instagram (@pumpkincareers, @david.doebele) anschreiben. LinkedIn: https://www.linkedin.com/company/pumpkincareers/

First Solar (FSLR) and Sunrun (RUN) traded higher while other solar stocks opened more mixed after the Senate version of the "big, beautiful bill." Diane King Hall dives deeper into what's driving the wide price action. She also talks about the "magic back at the mouse house" after Jefferies upgraded Walt Disney (DIS). The firm sees the stock sailing strong on its cruise and entertainment industries. Diane later talks about a price target raise at Goldman Sachs (GS) as it hits a new all-time high.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Walt Disney (DIS) shares are on the move higher after an upgrade at Jefferies. Rachel Dashiell takes a look at the 1-year chart, pointing to a recent golden cross taking place in the 50-day & 200-day SMA studies. The only yellow flag in the chart? Rachel says there's a slight downward channel in the RSI study. On a longer 5-year chart, she still sees "a little magic in the Mouse House" and points to clearing a $124 weekly close as a key hurdle for the chart.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Notas del Show: • Wall Street avanza tras semana histórica: Futuros al alza: $SPX +0.4%, $US100 +0.6%, $INDU +0.6%. El S&P 500 y el Nasdaq cerraron el viernes en nuevos máximos. Se activaron acuerdos comerciales con Reino Unido y China, mientras EE.UU. busca sellar pactos con otros diez socios. El mercado también observa la reforma fiscal y el plazo del 9 de julio para nuevas tarifas. • Bancos superan test de estrés de la Fed: Las 22 principales entidades financieras demostraron fortaleza de capital incluso bajo escenarios severos. Esto permite dividendos y recompras por varios Billones. $WFC +2%, $BAC +1%, y ganancias moderadas para $JPM, $C y $MS. RBC calificó los resultados como “reconfortantes”. • Disney repunta por upgrade de Jefferies: $DIS sube tras recibir recomendación de compra, destacando resiliencia en parques, proyección positiva en cruceros para 2026 y expansión de márgenes en streaming. Jefferies elevó el precio objetivo de $100 a $144, citando impulso en reservas y fuerte calendario de contenidos. • Palantir y Accenture lanzan alianza federal de IA: $PLTR seleccionó a $ACN como socio preferente para implementar soluciones IA en agencias gubernamentales. Entrenarán a 1,000 profesionales para desarrollar sistemas de automatización y análisis financiero avanzados. Un inicio de semana con impulso alcista, catalizadores fiscales y una mirada a la transformación digital del sector público. ¡Imperdible!

This Day in Legal History: 26th AmendmentOn June 30, 1971, the Twenty-sixth Amendment to the United States Constitution was ratified, lowering the voting age from 21 to 18. This change was largely driven by the political and social pressures of the Vietnam War era, when young Americans were being drafted to fight at 18 but could not vote. The rallying cry “old enough to fight, old enough to vote” captured the public's attention and galvanized a national movement. Though proposals to lower the voting age had circulated for decades, the urgency escalated in the 1960s and early 1970s as anti-war sentiment intensified.Congress passed the amendment with overwhelming support, and it achieved ratification at an unprecedented pace—taking just over three months, the fastest in U.S. history. This amendment added a new section to the Constitution, explicitly prohibiting federal and state governments from denying the right to vote to citizens aged 18 or older based on age. The swift ratification reflected broad bipartisan consensus and mounting public pressure to align civic duties and rights.The legal shift represented a significant expansion of suffrage in the United States, enfranchising millions of young people. It was also a notable example of constitutional change in response to contemporary social conditions and activism. States were subsequently required to amend their laws and election systems to accommodate the younger electorate, which has since played a key role in shaping political outcomes.Global mergers and acquisitions (M&A) in the first half of 2025 grew in value, despite fewer overall deals, thanks to a surge in megadeals—particularly in Asia. Market uncertainties tied to President Trump's tariff initiatives, high interest rates, and geopolitical tension initially dampened expectations. However, confidence among bankers is rising, with many believing that the worst of the turbulence has passed. The U.S. equity markets, bolstered by record highs in the S&P 500 and Nasdaq, have helped restore optimism for stronger M&A activity in the second half of the year.Preliminary data show $2.14 trillion in global deals from January through June 27, a 26% increase year-over-year, driven in part by Asia's doubling in activity to nearly $584 billion. North America saw a 17% rise in deal value to over $1 trillion. Large deals, such as Toyota's $33 billion supplier buyout and ADNOC's $18.7 billion acquisition of Santos, helped drive Asia-Pacific's share of global M&A to over 27%. Meanwhile, fewer total deals—down to 17,528 from over 20,000 last year—were offset by a 62% rise in transactions worth over $10 billion.Eased antitrust policies in the U.S. and a drop in market volatility contributed to a more favorable environment. Investment bankers are now more optimistic, citing a strong pipeline for the second half and renewed IPO activity. Institutional investors are re-engaging, further fueling expectations of continued M&A momentum.Global M&A powered by larger deals in first half, bankers show appetite for megadeals | ReutersThe U.S. Supreme Court recently ruled to curtail the use of “universal” injunctions—orders that block government policies nationwide—marking a major legal victory for President Donald Trump. This decision limits the ability of individual judges to halt federal actions across the entire country, reinforcing that relief should generally only apply to the plaintiffs involved. The ruling, authored by Justice Amy Coney Barrett, aimed to rein in what some conservatives see as judicial overreach.However, this legal win may not help Trump implement one of his most controversial policies: an executive order seeking to deny birthright citizenship to U.S.-born children of non-citizen parents. Three lower court judges had already blocked the order, citing likely violations of the 14th Amendment. Although the Supreme Court narrowed the injunctions, it left room for opponents to pursue class-action suits or broader relief through state challenges.Legal scholars expect a wave of class-action cases and continued efforts by states and advocacy groups to block the order's implementation before the 30-day delay expires. States argue they need nationwide protection due to the administrative chaos such a policy would bring. Yet the Court declined to resolve whether states are entitled to broader injunctions, leaving that question to lower courts. If challengers fail to secure class-wide or state-level blocks, the executive order could go into effect unevenly across the country, creating legal confusion for families affected by it.Trump wins as Supreme Court curbs judges, but may yet lose on birthright citizenship | ReutersSenate Majority Leader John Thune is racing to meet President Donald Trump's July 4 deadline to pass a massive tax and spending bill, navigating deep divisions within the Republican Party. The $3.3 trillion legislation, which includes $4.5 trillion in tax cuts and $1.2 trillion in spending cuts, is facing resistance from at least eight GOP senators. Key disagreements center around healthcare funding, renewable energy subsidies, and the bill's fiscal impact, including a proposed $5 trillion debt ceiling increase.Senators like Thom Tillis and Rand Paul are opposing the bill, citing concerns over Medicaid cuts and fiscal irresponsibility. Tillis, recently freed from political pressure after announcing he won't seek reelection, is expected to vote no. With a slim margin for passage, Thune can afford to lose only three Republican votes, counting on Vice President JD Vance to break a tie.Market reactions have been mixed; renewable energy stocks dropped due to proposed cuts to wind and solar tax incentives. Meanwhile, moderates are pushing to preserve Medicaid benefits and clean energy credits, warning of political fallout if millions lose health coverage. Senators like Ron Johnson are pushing for deeper Medicaid cuts to reduce the bill's overall cost.Trump has not engaged in policy details but is pressuring lawmakers to deliver the bill on time, using social media to criticize dissenters. The Senate is set for a long amendment session, with the House potentially voting on the final version by Wednesday. Whether Thune can secure the needed votes remains uncertain as the July 4 deadline approaches.Trump Tax Bill Hits Senate With GOP Torn by Competing DemandsIn the aftermath of devastating wildfires in Los Angeles earlier this year, Wall Street firms are rushing to capitalize on a wave of lawsuits targeting utilities like Edison International and the Los Angeles Department of Water and Power. These fires, among the worst in U.S. history, destroyed over 12,000 structures and have spurred litigation that could result in tens of billions of dollars in damages. With law firms often operating on contingency fees and facing steep costs, many are turning to third-party litigation financing—a lightly regulated, fast-growing industry now valued at $16 billion in the U.S.Major financial players including Jefferies and Oppenheimer are brokering deals to provide multimillion-dollar loans to lawyers handling these complex cases. These loans, often subject to non-disclosure agreements, carry interest rates above 20% and are repaid only when the law firms recover damages. In addition to funding legal efforts, some investors are purchasing subrogation claims from insurers, betting on favorable court outcomes.California's legal doctrine of inverse condemnation makes it easier for plaintiffs to hold utilities liable without proving negligence, further enticing investors. While some attorneys refuse outside funding to preserve client interests, others argue that financing is essential for firms lacking deep capital reserves. Critics, including regulators and advocacy groups, are raising concerns about the opacity of the funding industry and the potential for conflicts of interest.Wall Street Backs Los Angeles Wildfire Lawsuits, Chasing Billions This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Miramos al mercado estadounidense fijándonos en compañías como McCormick, Walgreens, Micron Technology, Jefferies y Nike. Con Rafael Damborenea, profesor de Finanzas en EUDE Business School.

Just-In Time Conversations: Jameka Jefferies Candidate for Mayor of Hamden by WNHH Community Radio

Shoot us a Text.Episode #1077: Today we're talking about Stellantis' cautious leadership shuffle, Tesla's Robotaxi rollout with safety monitors in the passenger seat, and how AI is quietly shaping the way we talk—even if we don't realize it.Antonio Filosa officially begins his tenure as Stellantis CEO, opting for continuity over disruption by retaining his North America role and promoting from within—a move that left investors wanting more.Filosa will remain based in Detroit and continue overseeing North America to stabilize performance in Stellantis' most troubled region.He trimmed direct reports to 16, down from 33 under Tavares, signaling a leaner leadership model.Key appointments include Scott Thiele as head of supply chain and Monica Genovese as head of purchasing, while all 14 brand chiefs—including Jeep, Fiat, and Maserati—stay in place.Stellantis shares are down 10% since his May appointment.Jefferies analysts dryly noted the split role “suggests that revamping Stellantis may not be a full-time job.”Tesla has officially launched its Robotaxi pilot in Austin, offering driverless rides to a select group of superfans. While early impressions are mostly positive, the rollout wasn't without its quirks—or a couple concerning errors.Service is live in a ~30-square-mile geofenced area of South Austin with limited weather, time, and destination constraints.There's a human “safety monitor” in the passenger seat with emergency controls—and remote teleoperators on standby.Notable fails include one vehicle veering into an oncoming lane mid-turn and another stopping mid-intersection to let out a passenger.Riders must use a separate “Robotaxi” app, distributed via Apple's TestFlight, but noted seamless syncing of personal Tesla profiles (like music) and a smooth ride experience on par with, or better than, current FSD builds.Content creator Chuck Cook praised the performance: “Quite advanced behavior… a more confident parking job than I've personally encountered in a Waymo.”As AI tools like ChatGPT increasingly shape our digital interactions, researchers are now tracking how those patterns are bleeding into how we actually talk with some surprising, and maybe unsettling, results.In academic YouTube videos, usage of words like “delve” and “adept” has jumped over 50% since ChatGPT's release.Spoken language is becoming more structured and emotionally muted—mirroring AI's formal tone.Researchers warn this shift erodes the authentic signals we use in speech, like stumbles and slang, which build human connection.The influence of “correct” AI-generated English is crowding out regional dialects, affecting who sounds credible in public discourse.“Delve is only the tip of the iceberg,” says Max Planck reseaJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

2GB Breakfast producer Will Jefferies joins, John Stanley for the News Hour.See omnystudio.com/listener for privacy information.

Juan Esteve, director de inversiones de Kau Markets y Zona Value, repasa el cierre del día con vistazo a Jefferies, Santander, TSB, Puig, Aena y Redeia.

Dr. John Sweetenham and Dr. Erika Hamilton highlight key abstracts that were presented at ASCO25, including advances in breast and pancreatic cancers as well as remarkable data from the use of structured exercise programs in cancer care. Transcript Dr. Sweetenham: Hello, and welcome to the ASCO Daily News Podcast. I'm your host, Dr. John Sweetenham. Today, we'll be discussing some of the key advances and novel approaches in cancer care that were presented at the 2025 ASCO Annual Meeting. I'm delighted to be joined again by the chair of the Meeting's Scientific Program, Dr. Erika Hamilton. She is a medical oncologist and director of breast cancer and gynecologic cancer research at the Sarah Cannon Research Institute in Nashville, Tennessee.  Our full disclosures are available in the transcript of this episode. Dr. Hamilton, congratulations on a fantastic meeting. From the practice-changing science to the world-renowned speakers at this year's Meeting, ASCO25 really reflected the amazing progress we're seeing in oncology today and the enormous opportunities that lie ahead of us. And thanks for coming back on to the podcast today to discuss some of these advances. Dr. Hamilton: Thanks, Dr. Sweetenham. I'm happy to join you today. It really was an impactful ASCO Annual Meeting. I probably am biased, but some great research was presented this year, and I heard lots of great conversations happening while we were there. Dr. Sweetenham: Yeah, absolutely. There was a lot of buzz, as well as a lot of media buzz around the meeting this year, and I think that's probably a good place to start. So I'd like to dive into abstract number LBA3510. This was the CHALLENGE trial, which created a lot of buzz at the meeting and subsequently in the media. This is the study that was led by the NCI Canada Clinical Trials Group, which was the first randomized phase 3 trial in patients with stage III and high-risk stage II colon cancer, which demonstrated that a post-treatment structured exercise program is both feasible and effective in improving disease-free survival in this patient group. The study was performed over a long period of time and in many respects is quite remarkable. So, I wonder if you could give us your thoughts about this study and whether you think that this means that our futures are going to be full of structured exercise programs for those patients who may benefit. Dr. Hamilton: It's a fantastic question. I think that this abstract did create a lot of buzz. We were very excited when we read it. It was highlighted in one of the Clinical Science Symposium sessions. But briefly, this was a phase 3 randomized trial. It was conducted at 55 centers, so really a broad experience, and patients that had resected colon cancer who completed adjuvant therapy were allowed to participate. There were essentially 2 groups: a structured exercise program, called ‘the exercise group,' or health education materials alone, so that was called just ‘the health education group.' And this was a 3-year intervention, so very high quality. The primary end point, as you mentioned, was disease-free survival. This actually accrued from 2009 to 2024, so quite a lift, and almost 900 patients underwent randomization to the exercise group or the health education group. And at almost 8 years of follow-up, we saw that the disease-free survival was significantly longer in the exercise group than the health education group. This was essentially 80.3% of patients were disease-free in exercise and 73.9% in the health education group. So a difference of over 6 percentage points, which, you know, at least in the breast cancer world, we make decisions about whether to do chemotherapy or not based on these kind of data. We also looked at overall survival in the exercise group and health education group, and the 8-year overall survival was 90.3% in the exercise group and 83.2% in the health education group. So this was a difference of 7.1%. Still statistically significant. I think this was really a fantastic effort over more than a decade at over 50 institutions with almost 900 patients, really done in a very systematic, high-intervention way that showed a fantastic result. Absolutely generalizable for patients with colon cancer. We have hints in other cancers that this is beneficial, and frankly, for our patients for other comorbidities, such as cardiovascular, etc., I really think that this is an abstract that deserved the press that it received. Dr. Sweetenham: Yeah, absolutely, and it is going to be very interesting, I think, over the next 2 or 3 years to see how much impact this particular study might have on programs across the country and across the world actually, in terms of what they do in this kind of adjuvant setting for structured exercise. Dr. Hamilton: Absolutely.  So let's move on to Abstract 3006. This was an NCI-led effort comparing genomic testing using ctDNA and tissue from patients with less common cancers who were enrolled in but not eligible for a treatment arm of the NCI-MATCH trial. Tell us about your takeaways from this study. Dr. Sweetenham: Yeah, so I thought this was a really interesting study based, as you said, on NCI-MATCH. And many of the listeners will probably remember that the original NCI-MATCH study screened almost 6,000 patients to assess eligibility for those who had an actionable mutation. And it turned out that about 60% of the patients who went on to the study had less common tumors, which were defined as anything other than colon, rectum, breast, non–small cell lung cancer, or prostate cancer. And most of those patients lacked an eligible mutation of interest and so didn't get onto a trial therapy. But with a great deal of foresight, the study group had actually collected plasma samples from these patients so that they would have the opportunity to look at circulating tumor DNA profiles with the potential being that this might be another way for testing for clinically relevant mutations in some of these less common cancer types. So initially, they tested more than 2,000 patients, and to make a somewhat complicated story short, there was a subset of five histologies with a larger representation in terms of sample size. And these were cholangiocarcinoma, small cell lung cancer, esophageal cancer, pancreatic, and salivary gland cancer. And in those particular tumors, when they compared the ctDNA sequencing with the original tumor, there was a concordance there of around 84%, 85%. And in the presentation, the investigators go on to list the specific mutated genes that were identified in each of those tumors. But I think that the other compelling part of this study from my perspective was not just that concordance, which suggests that there's an opportunity there for the use of ctDNA instead of tumor biopsies in some of these situations, but what was also interesting was the fact that there were several clinically relevant mutations which were detected only in the circulating tumor DNA. And a couple of examples of those included IDH1 for cholangiocarcinoma, BRAF and p53 in several histologies, and microsatellite instability was most prevalent in small cell lung cancer in the ctDNA. So I think that what this demonstrates is that liquid biopsy is certainly a viable screening option for patients who are being assessed for matching for targeted therapies in clinical trials. The fact that some of these mutations were only seen in the ctDNA and not in the primary tumor specimen certainly suggests that there's some tumor heterogeneity. But I think that for me, the most compelling part of this study was the fact that many of these mutations were only picked up in the plasma. And so, as the authors concluded, they believe that a comprehensive gene profiling with circulating tumor DNA probably should be included as a primary screening modality in future trials of targeted therapy of this type. Dr. Hamilton: Yeah, I think that that's really interesting and mirrors a lot of data that we've been seeing. At least in breast cancer, you know, we still do a biopsy up front to make sure that our markers, we're still treating the right disease that we think we are. But it really speaks to the utility of using ctDNA for serial monitoring and the emergence of mutations. Dr. Sweetenham: Absolutely. And you mentioned breast cancer, and so I'd like to dwell on that for a moment here because obviously, there was a huge amount of exciting breast cancer data presented at the meeting this year. And in particular, I'd like to ask you about LBA1008, the DESTINY-Breast09 clinical trial, which I think has the potential to establish a new first-line standard of care for metastatic HER2+ breast cancer. And that's an area where we haven't seen a whole lot of innovation for around a decade now. So can you give us some of the highlights of this trial and what your thinking is, having seen the results? Dr. Hamilton: Yeah, absolutely. So this was a trial in the first-line metastatic HER2 setting. So this was looking at trastuzumab deruxtecan. We certainly have had no shortage of reports around this drug, initially approved for later lines. DESTINY-Breast03 brought it into our second-line setting for HER2+ disease and we're now looking at DESTINY-Breast09 in first-line. So this actually was a 3-arm trial where patients were randomized 1:1:1 against standard taxane/trastuzumab/pertuzumab in one arm; trastuzumab deruxtecan with pertuzumab in another arm; and then a third arm, trastuzumab deruxtecan alone. And what we did not see reported was that trastuzumab deruxtecan-alone arm. But we did have reports from the trastuzumab deruxtecan plus pertuzumab versus the chemo/trastuzumab/pertuzumab. And what we saw was a statistically significant improvement in median progression-free survival, 26.9 months up to 40.7, so an improvement of 13.8 months, over a year in PFS. Not to mention that we're now in the 40-month range for PFS in first-line disease. Really, across all subgroups, we really weren't able to pick out a subset of patients that did not benefit. We did see about a 12% ILD rate with trastuzumab deruxtecan. That really is on par with what we've seen in other studies, around 10%-15%. I think that this is going to become a new standard of care in the first-line. I think it did leave some unanswered questions. We saw some data from the PATINA trial this past San Antonio Breast, looking at the addition of endocrine therapy with or without a CDK4/6 inhibitor, palbociclib, for those patients that also have ER+ disease, after taxane has dropped out in the first-line setting. So how we're going to kind of merge all this together is, I suspect that there are going to be patients that we or they just don't have the appetite to continue 3 to 4 years of trastuzumab deruxtecan. And so we're probably going to be looking at a maintenance-type strategy for them, maybe integrating the PATINA data there. But how we really put this into practice in the first-line setting and if or when we think about de-escalating down from trastuzumab deruxtecan to antibody therapy are some lingering questions. Dr. Sweetenham: Okay, so certainly is going to influence practice, but watch this space for a little bit longer, it sounds as though that's what you're saying. Dr. Hamilton: Absolutely.  So let's move on to GI cancer. Abstract 4006 reported preliminary results from the randomized phase 2 study of elraglusib in combination with gemcitabine/nab-paclitaxel versus the chemo gemcitabine/nab-paclitaxel alone in patients with previously untreated metastatic pancreatic cancer. Can you tell us more about this study? Dr. Sweetenham: Yeah, absolutely. As you mentioned, elraglusib is actually a first-in-class inhibitor of GSK3-beta, which has multiple potential actions in pancreatic cancer. But the drug itself may be involved in mediating drug resistance as well as in some tumor immune response modulation. Some of that's not clearly understood, I believe, right now. But certainly, preclinical data suggests that the drug may be effective in preclinical models and may also be effective in combination with chemotherapy and potentially with immune-modulating agents as well. So this particular study, as you said, was an open-label, randomized phase 2 study in which patients with pancreatic cancer were randomized 2:1 in favor of the elraglusib plus GMP—gemcitabine and nab-paclitaxel—versus the chemotherapy alone. And upon completion of the study, which is not right now, median overall survival was the primary end point, but there are a number of other end points which I'll talk about in just a moment. But the sample size was planned to be around 207 patients. The primary analysis included 155 patients in the combination arm versus 78 patients in the gemcitabine/nab-paclitaxel arm. Overall, the 1-year overall survival rate was 44.1% for the patients in the elraglusib-containing arm versus 23.0% in the patients receiving gemcitabine/nab-paclitaxel only. When they look at the median overall survival, it was 9.3 months for the experimental arm versus 7.2 months for chemotherapy alone. So put another way, there's around a 37% reduction in the risk of death with the use of this combination arm. The treatment was overall well-tolerated. There were some issues with grade 1 to 2 transient visual impairment in a large proportion of the patients. The most common treatment-related adverse effects with the elraglusib/GMP combination was transient visual impairment, which affected around 60% of the patients. Most of the more serious treatment-related adverse events included neutropenia, anemia, and fatigue in 50%, 25%, and 16% of the patients, respectively. So the early results from this study show a significant benefit for 1-year overall survival and for median overall survival with, as I mentioned above, a significant reduction in the risk of death. The authors went on to mention that the median overall survival for the control arm in this study is somewhat lower than in other comparable trials, but they think that this may be related to a more advanced disease burden in this particular study. Of interest to me was that right now: there is no apparent difference in progression-free survival between the 2 arms of this study. The authors described this as potentially indicating that this may be related in some way to immune modulation and immune effects on the tumor, which, if I'm completely honest, I don't totally understand. And so, the improvement in overall survival, as far as I can see at the moment, is not matched by an improvement in progression-free survival. So I think we probably need to wait for more time to elapse to see what happens with the study. And so, I think it certainly is an interesting study, and the results are intriguing, but I think it's probably a little early for it to actually shift the treatment paradigm in this disease. Dr. Hamilton: Fantastic. I think we've been waiting for advances in pancreatic cancer for a long time, but this, not unlike others, we learn more and then learn more we don't realize, so. Dr. Sweetenham: Right. Let's shift gears at this point and talk about a couple of other abstracts in kind of a very different space. Let's start out with symptom management for older adults with cancer. We know that undertreated symptoms are common among the older patient population, and Abstract 11002 reported on a randomized trial that demonstrated the effects of remote monitoring for older patients with cancer in terms of kind of symptoms and so on. Can you tell us a little bit about this study and whether you think this approach will potentially improve care for older patients? Dr. Hamilton: Yeah, I really liked this abstract. It was conducted through the Veterans Affairs, and it was based in California, which I'm telling you that because it's going to have a little bit of an implication later on. But essentially, adults that were 75 years or older who were Medicare Advantage beneficiaries were eligible to participate. Forty-three clinics in Southern California and Arizona, and patients were randomized either into a control group of usual clinic care alone, or an intervention group, which was usual care plus a lay health worker-led proactive telephone-based weekly symptom assessment, and this was for 12 months using the validated Edmonton Symptom Assessment System. So, there was a planned enrollment of at least 200 patients in each group. They successfully met that. And this lay health worker reviewed assessments with a physician assistant, who conducted follow-up for symptoms that changed by 2 points from a prior assessment or were rated 4 or greater. So almost a triage system to figure out who needed to be reached out to and to kind of work on symptoms. What I thought was fantastic about this was it was very representative of where it enrolled. There were actually about 50% of patients enrolled here that were Hispanic or Latinos. So some of our underserved populations and really across a wide variety of tumor types. They found that the intervention group had 53% lower odds of emergency room use, 68% lower odds of hospital use than the control group. And when they translated this to actual total cost of care, this was a savings of about $12,000 U.S. per participant and 75% lower odds of a death in an acute care facility. So I thought this was really interesting for a variety of reasons. One, certainly health care utilization and cost, but even more so, I think any of our patients would want to prevent hospitalizations and ER visits. Normally, that's not a fantastic experience having to feel poorly enough that you're in the emergency room or the hospital. And really showing in kind of concrete metrics that we were able to decrease this with this intervention. In terms of sustainability and scalability, I think the question is really the workforce to do this. Obviously, you know, this is going to take dedicated employees to have the ability to reach out to these patients, etc., but I think in value-based care, there's definitely a possibility of having reimbursement and having the funds to institute a program like this. So, definitely thought-provoking, and I hope it leads to more interventions. Dr. Sweetenham: Yeah, we've seen, over several years now, many of these studies which have looked at remote symptom monitoring and so on in this patient population, and many of them do show benefits for that in kinds of end points, not the least in this study being hospitalization and emergency room avoidance. But I think the scalability and personnel issue is a huge one, and I do wonder at some level whether we may see some AI-based platforms coming along that could actually help with this and provide interactions with these patients outside of actual real people, or at least in combination with real people. Dr. Hamilton: Yeah, that's a fantastic point.  So let's talk a little bit about clinical trials. So eligibility assessment for oncology clinical trials, or prescreening, really relies on manual review of unstructured clinical notes. It's time-consuming, it's prone to errors, and Abstract 1508 reported on the final analysis of a randomized trial that looked at the effect of human-AI teams prescreening for clinical trial eligibility versus human-only or AI-only prescreening. So give us more good news about AI. What did the study find? Dr. Sweetenham: Yeah, this is a really, a really interesting study. And of course, any of us who have ever been involved in clinical trials will know that accrual is always a problem. And I think most centers have attempted, and some quite successfully managed to develop prescreening programs so that patients are screened by a health care provider or health care worker prior to being seen in the clinic, and the clinical investigator will then already know whether they're going to be eligible for a trial or not. But as you've already said, it's a slow process. It's typically somewhat inefficient and requires a lot of time on the part of the health care workers to actually do this in a successful way. And so, this was a study from Emory University where they took three models of ways in which they could assess the accuracy of the prescreening of charts for patients who are going to be considered for clinical trials. One of these was essentially the regular way of having two research coordinators physically abstract the charts. The second one was an AI platform which would extract longitudinal EHR data. And then the third one was a combination of the two. So the AI would be augmented by the research coordinator or the other way around. As a gold standard, they had three independent oncology reviewers who went through all of these charts to provide what they regarded as being the benchmark for accuracy. In a way, it's not a surprise to me because I think that a number of other systems which have used this combination of human verification of AI-based tools, it actually ultimately concluded that the combination of the two in terms of chart accuracy was for the most part better than either one individually, either the research coordinator or the AI alone. So I'll give you just a few examples of where specifically that mattered. The human plus AI platform was more accurate in terms of tumor staging, in terms of identifying biomarker testing and biomarker results, as well as biomarker interpretation, and was also superior in terms of listing medications. There are one or two other areas where either the AI alone was somewhat more accurate, but the significant differences were very much in favor of a combination of human + AI screening of these patient charts. So, in full disclosure, this didn't save time, but what the authors reported was that there were definite efficiency gains, and presumably this would actually become even more improved once the research coordinators were somewhat more comfortable and at home with the AI tool. So, I thought it was an interesting way of trying to enhance clinical trial accrual up front by this combination of humans and technology, and I think it's going to be interesting to see if this gets adopted at other centers in the future. Dr. Hamilton: Yeah, I think it's really fascinating, all the different places that we can be using AI, and I love the takeaway that AI and humans together are better than either individually. Dr. Sweetenham: Absolutely.  Thanks once again, Dr. Hamilton, for sharing your insights with us today and for all of the incredible work you did to build a robust program. And also, congratulations on what was, I think, a really remarkable ASCO this year, one of the most exciting for some time, I think. So thank you again for that. Dr. Hamilton: Thanks so much. It was really a pleasure to work on ASCO 2025 this year. Dr. Sweetenham: And thank you to our listeners for joining us today. You'll find links to all the abstracts we discussed today in the transcript of this episode. Be sure to catch up on all of our coverage from the Annual Meeting. You can catch up on my daily reports that were published each day of the Annual Meeting, featuring the key science and innovations presented. And we'll have wrap-up episodes publishing in June, covering the full spectrum of malignancies from ASCO25. If you value the insights you hear on the ASCO Daily News Podcast, please remember to rate, review, and subscribe wherever you get your podcasts. Disclaimer: The purpose of this podcast is to educate and to inform. This is not a substitute for professional medical care and is not intended for use in the diagnosis or treatment of individual conditions. Guests on this podcast express their own opinions, experience, and conclusions. Guest statements on the podcast do not express the opinions of ASCO. The mention of any product, service, organization, activity, or therapy should not be construed as an ASCO endorsement.   More on today's speakers: Dr. John Sweetenham   Dr. Erika Hamilton @erikahamilton9   Follow ASCO on social media:  @ASCO on Twitter  ASCO on Bluesky  ASCO on Facebook   ASCO on LinkedIn     Disclosures:     Dr. John Sweetenham:     No relationships to disclose    Dr. Erika Hamilton: Consulting or Advisory Role (Inst): Pfizer, Genentech/Roche, Lilly, Daiichi Sankyo, Mersana, AstraZeneca, Novartis, Ellipses Pharma, Olema Pharmaceuticals, Stemline Therapeutics, Tubulis, Verascity Science, Theratechnologies, Accutar Biotechnology, Entos, Fosun Pharma, Gilead Sciences, Jazz Pharmaceuticals, Medical Pharma Services, Hosun Pharma, Zentalis Pharmaceuticals, Jefferies, Tempus Labs, Arvinas, Circle Pharma, Janssen, Johnson and Johnson   Research Funding (Inst): AstraZeneca, Hutchison MediPharma, OncoMed, MedImmune, Stem CentRx, Genentech/Roche, Curis, Verastem, Zymeworks, Syndax, Lycera, Rgenix, Novartis, Millenium, TapImmune, Inc., Lilly, Pfizer, Lilly, Pfizer, Tesaro, Boehringer Ingelheim, H3 Biomedicine, Radius Health, Acerta Pharma, Macrogenics, Abbvie, Immunomedics, Fujifilm, eFFECTOR Therapeutics, Merus, Nucana, Regeneron, Leap Therapeutics, Taiho Pharmaceuticals, EMD Serono, Daiichi Sankyo, ArQule, Syros Pharmaceuticals, Clovis Oncology, CytomX Therapeutics, InventisBio, Deciphera, Sermonix Pharmaceuticals, Zenith Epigentics, Arvinas, Harpoon, Black Diamond, Orinove, Molecular Templates, Seattle Genetics, Compugen, GI Therapeutics, Karyopharm Therapeutics, Dana-Farber Cancer Hospital, Shattuck Labs, PharmaMar, Olema Pharmaceuticals, Immunogen, Plexxikon, Amgen, Akesobio Australia, ADC Therapeutics, AtlasMedx, Aravive, Ellipses Pharma, Incyte, MabSpace Biosciences, ORIC Pharmaceuticals, Pieris Pharmaceuticals, Pieris Pharmaceuticals, Pionyr, Repetoire Immune Medicines, Treadwell Therapeutics, Accutar Biotech, Artios, Bliss Biopharmaceutical, Cascadian Therapeutics, Dantari, Duality Biologics, Elucida Oncology, Infinity Pharmaceuticals, Relay Therapeutics, Tolmar, Torque, BeiGene, Context Therapeutics, K-Group Beta, Kind Pharmaceuticals, Loxo Oncology, Oncothyreon, Orum Therapeutics, Prelude Therapeutics, Profound Bio, Cullinan Oncology, Bristol-Myers Squib, Eisai, Fochon Pharmaceuticals, Gilead Sciences, Inspirna, Myriad Genetics, Silverback Therapeutics, Stemline Therapeutics

Markets digest the Fed's latest signals after keeping rates unchanged with David Zervos of Jefferies and former Richmond Fed President Jeffrey Lacker. Our Eamon Javers reports on the latest from the Middle East, while Sassan Ghahramani of SGH Macro Advisors assesses how geopolitical risk is being priced. Mat Ishbia, UWM CEO, weighs in on the mortgage and rate outlook. Barbara Doran of BD8 Capital joins with her take on positioning for the back half of the year.

Despite mounting global tensions—from the Middle East to G7 trade diplomacy—the market grinds higher. Tony Roth of Wilmington Trust and Tim Urbanowicz of Innovator ETFs break down the resilience. Tech reclaims the spotlight in June. Tony Wang, Portfolio Manager at T. Rowe Price, weighs in on top picks. Former U.S. Ambassador to China Nicholas Burns joins to frame U.S.–China dynamics, G7 strategy, and Middle East risk and Jefferies' David Zervos previews a key Fed meeting this week.

Cincinnati needs more police officers according to Councilmember Mark Jefferies. He talks with Scott about where to find them to hire them, and how he plans to pay for them.

Cincinnati needs more police officers according to Councilmember Mark Jefferies. He talks with Scott about where to find them to hire them, and how he plans to pay for them.

THIS WEEK! We discuss how The Second World War is still alive in our memories 80 years later. From how it changed in a historical perspective, to how movies have for better or worse kept the interest in the second world war alive. And how do far right movements such as Maga and other political parties compare to Hitlers Germany? Find out rhis week on «Well That Aged Well». With «Erlend Hedegart».Support this show http://supporter.acast.com/well-that-aged-well. Hosted on Acast. See acast.com/privacy for more information.

Good morning from Pharma and Biotech Daily: the podcast that gives you only what's important to hear in Pharma and Biotech world.The American Medical Association is calling for a Senate probe into RFK Jr. after he removed all 17 members of the CDC's vaccine advisory board. They are also urging an immediate reversal of the HHS Secretary's decision. In other news, FDA leaders promise support for gene therapy as it faces challenges, Novo Nordisk invests over $800 million in discovering oral obesity drugs, and a new company, InVitro Cell Research, focuses on interventions to slow aging and prevent age-related diseases. FDA Commissioner Marty Makary and CBER Director Vinay Prasad published an article outlining the FDA's priorities, including accelerating cures and deploying artificial intelligence quickly. Other news includes Lilly's muscle-preserving treatment pact, Vertex laying off staff after axing a diabetes asset, and Genentech reshuffling in South San Francisco. Recursion cuts workforce by 20%.FDA leaders have pledged support to gene therapy makers as the industry faces challenges in commercialization. Despite huge valuations, gene therapies are struggling to reach the market. Poor communication about the value of groundbreaking treatments is hindering their prospects. Right of first negotiation deals do not always lead to mergers and acquisitions, as found by Jefferies in their analysis of licensing deals. Trilink's new comprehensive IVT kit simplifies the production of mRNAs. In other news, Lilly strikes a $650 million deal for a muscle-preserving treatment, Odyssey ends its quest for Nasdaq, BMS expands its radiopharma presence, and SpliceBio secures $135 million in funding for protein splicing medicines. Novo ups its obesity efforts with an $800 million pact, while Cullinan makes a $700 million deal for autoimmune T cell engager in China.Thank you for listening to Pharma and Biotech Daily.

This week the BioSpace team was sent into an after-hours scramble by the news that Health and Human Services Secretary Robert F. Kennedy Jr. had fired the remaining members of the CDC's Advisory Committee on Immunization Practices. The secretary argued in an op-ed that accompanied the announcement that the “clean sweep” was necessary to “reestablish public confidence in vaccine science.” The move came amid heightening rhetoric from Kennedy about the safety of vaccines and sparked concerns that the Secretary will replace the committee with people who sympathize with his anti-vaccine positions. On the drug development front, Metsera once again made waves with new data for an amylin drug candidate showing weight loss of 8.4% at just 36 days. The drug could be a major competitor for Novo Nordisk's Cagrisema, which has failed to meet the sky-high expectations of investors despite being the leading amylin candidate in the space. And cell and gene therapy was back in the spotlight last week when the FDA held a round table discussion with industry leaders aimed at eliminating barriers to approval for these complex medicines. This support from the FDA came as Sarepta became the first company to receive a platform technology designation intended to streamline future gene therapy reviews and create predictability for new drug applications created using the same technologies.Over in Biopharm Executive, BioSpace looks at right of first negotiation deals in light of Sanofi's deal to buy Vigil Neuroscience. How often do these agreements turn into M&A? After some analysis, Jefferies found that a ROFN is not a golden ticket to a buyout.

How can we consumers support and celebrate our food producers, especially our farmers and fishermen in the UK and around the world?  If you're interested in supporting our food producers, learning about food provenance, our heritage, traditions and culture in our farming and fishing communities as well as giving a voice to women in both the agricultural and fishing industries, listen to my guest Jenny Jefferies, an award winning Author, Columnist and Radio Producer/Presenter. Jenny compiled the successful book series For The Love Of The Land, For The Love Of The Sea, their sequels, and most recently, Islands In A Common Sea: Stories of Farming, Fishing and Food Around the World.Jenny gives voice to the challenges faced by the land and the sea, and by those who are trying to produce food in a sustainable and regenerative way. She shares how we can eat with a love for the land and the sea by choosing to support food, farming and sustainability in a way that benefits people and the planet.You can find out more about Jenny's work at www.jennyjefferies.co.ukAnd follow her on Instagram @jennyljefferiesYou can follow Host Lou Hamilton on Instagram @brave_newgirl and on Linkedin @LouHamiltoncreatelabPS. Lou helps you transform your health & wellbeing: LOU'S LIFE LAB SERVICES HEREFor Lou's creative transformation and art practice go to ART HIVE or LOUHAMILTONARTJoin our Brave New Girls retreats to reset and reconnect with what really matters to you.Music licensed from Melody Loops.Support the showBrave New Girls podcast is an Audio Archive Art Project with pioneering, creative & entrepreneurial women at the head of the curve, who are inspiring us on the airwaves, to work towards the health & wellbeing of ourselves and the planet. Brave New Girls podcast ranks in top 2.5% globally, and No 7 in the "45 Best UK Women's Podcasts to Listen to, in 2024", with Host Lou Hamilton, artist, author & wellbeing coach. Thank you for listening and please subscribe to keep up to date on new episodes as they're released.Lou is the founder of Brave New Girl Media- bringing you inspiration, support and growth. 1. INSPIRATION from courageous, creative women on Brave New Girls podcast working for the benefit of people and the planet. ️2. SUPPORT with 1:1 creative transformation coaching and our holistic, healthy, creative wellbeing retreats www.bravenewgirlmedia.com/wellbeing-retreat 3. GROWTH blogs to help you THRIVE.Sign up to our emails for inspiration, support & growth and LOU'S LIFE LAB free downloadable guide https://bravenewgirlmedia.comInsta @brave_newgirlBooks: Dare to Share- bestselling guide to podcast guesting FEAR LESS- coaching guide to living more bravely Brave New Girl- How to be Fearless Paintings & Public Art www.LouHamiltonArt.comInsta @LouHamiltonArt

Docusign (DOCU) did not participate in Friday morning's market rally after it posted lower full-year billings in its earnings. Loop Capital bit into McDonald's (MCD) bull thesis by downgrading the stock from buy to hold. Urban Outfitters (URBN) traded lower despite getting an upgrade from Jefferies. Diane King Hall takes a look at Friday's market movers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in the Pharma and Biotech world.Jefferies predicts an increase in small tuck-in deals in the biotech industry as companies face challenges accessing capital. Companies and industry groups are offering solutions to mitigate the impact of Trump tariffs on rare disease, cell, and gene therapy. Pitchbook suggests a shift towards more sustainable investing in biotech VC firms. Gilead is gearing up to challenge J&J in the $20 billion multiple myeloma CAR-T market. PTP's generative AI is revolutionizing data summaries for biotech QC workflows. Sanofi recently acquired Blueprint for $9.5 billion, while BMS has committed up to $11 billion with Biontech. Lilly has signed a deal worth up to $870 million, and Regeneron is investing nearly $2 billion in a Chinese obesity drug. Merck's CEO is emphasizing diversity in operations following the defeat of an anti-DEI measure. Immuno-oncology drugs Keytruda and Opdivo may face scrutiny in the near future.In other news, Vigil Neuroscience's Trem2 antibody for a rare brain disease failed in a Phase II trial shortly after Sanofi's acquisition of the company. Analysts believe the results were not surprising and should not impact the deal. Lilly has signed a deal worth up to $870 million to develop a long-acting GLP-1 obesity drug, while the FDA is committed to making rare disease drugs available at the first sign of promise. Pharma tuck-in deals are increasing after a slow first quarter for small biotechs. BioAgc Biologics will be attending Bio International in Boston to discuss their global drug production capabilities.Stay tuned for more updates on investing in research, welcoming global talent, the biotech VC cycle, Gilead's challenge to J&J in the multiple myeloma CAR-T market, and much more. Upcoming events and job listings in the pharmaceutical industry are also featured in our newsletter.Thank you for tuning in to Pharma and Biotech daily.

Bond yields fall after softer ADP employment data, setting the stage for Friday's jobs report. Our Rick Santelli breaks down the move, with Mike Santoli offering his take on what it means for markets. Adam Crisafulli of Vital Knowledge weighs in on jobs, the Fed, and the rate outlook. Earnings from Five Below, PVH, and MongoDB take center stage. Marko Papic of BCA Research discusses the implications of an expected Trump-Xi call on U.S.-China trade. Jim Paulsen joins to discuss the wave of strategists lifting their S&P 500 targets. Brent Thill of Jefferies and Gil Luria of DA Davidson go head-to-head in a CoreWeave valuation debate. 

Carl Quintanilla and Sara Eisen broke down the latest for stocks as UBS raises its recession odds – the OECD cuts growth estimates for the United States – and Chicago Fed President Goolsbee warns inflation could head higher from here. Jefferies David Zervos with the team to breakdown the market impact of it all – and why he says “the needle is moving” towards the bulls… That said, Goldman's Head of Corporate Credit Jonny Fine warning: keep an eye on the deficit if you're a long-term investor. Hear his read from the ground, this hour.  Also in focus: Constellation Energy a top gainer this morning after inking a new deal to power Meta's AI projects… The key details. Plus: the team caught up with the CEO of a different name, but similar story - Applied Digital's CEO, fresh off a $15B deal with Coreweave to host their AI datacenters.  Squawk on the Street Disclaimer

Nvidia front and center ahead of results after the bell: Carl Quintanilla, Sara Eisen, and David Faber discussed what to expect tonight with Wedbush's Dan Ives – and broke down the key reports of the morning when it comes to the consumer… In addition to extra color from the CEO of Abercrombie & Fitch, as shares surge on record Q1 sales from the name.  Plus: Could President Trump's policies dent the dollar's dominance? Former Goldman Asset Management Chairman Jim O'Neill arguing yes – hear his defense, this hour… Along with Jefferies' top picks within one sector they say could be a major winner in the AI revolution, and a deep-dive on Trump's promises to take Fannie Mae and Freddie Mac public.  Also in focus: A live read from the ground at Bitcoin 2025; Why Loop Capital says tariffs could be a good thing for Apple; and Family offices get bullish – the details.   Squawk on the Street Disclaimer

Markets braced for a massive after-hours earnings slate, including Salesforce, Nvidia, C3.ai, Synopsys, and Pure Storage. Nvidia dominated the agenda: analysis from Moor Insights & Strategy's Patrick Moorhead and CFRA's Angelo Zino while Byron Deeter of Bessemer discusses what Nvidia's print means for the broader AI and semis trade. Paul Hickey of Bespoke gives a read on sentiment as yields ticked higher. Jefferies' Brent Thill weighs in on CRM. 

Julien Dumoulin-Smith, a managing director and research analyst in Jefferies' Power, Utilities, & Clean Energy Equity Research group, discusses the implications of The One, Big, Beautiful Bill on the energy and utilities sectors.

Joining us for this episode is Leanne Jefferies, Vice President of Strategic Accounts at OEC. Leanne has been on the front lines of OEM certification for years and brings a unique perspective on how shops can not only achieve certification—but truly leverage it as a strategic business advantage. We'll talk about how certifications have expanded from luxury-only to mainstream, how they're adapting for the EV era, what the investment and ROI really look like, and how certified shops can better serve consumers, insurers, and their own teams. Connect with Leanne: Social: https://www.linkedin.com/in/leannejefferies/ OEC's Certified Repair Network (CRN): https://oeconnection.com/products/oec-certified-repair-network/ Collision Performance Network (CPN): https://oeconnection.com/products/cpn/ Canadian OEM Certification – Certified Collision Care:  https://certifiedcollisioncare.ca//canada Electric Vehicle Handling Qualified (EVHQ): https://oeconnection.com/products/evhq/ CRN Coaching:  https://oeconnection.com/products/quality-coaching/     This episode is sponsored by: asTech asTech is dedicated to safety, precision, and innovation in vehicle diagnostics. With industry-leading scanning and calibration solutions, asTech ensures every repair meets OEM standards, enhancing safety and customer satisfaction. Continuously testing and scanning new vehicles, asTech refines its technology to stay ahead of modern repair challenges. A tool stack covering 40+ brands and a network of 400+ ASE and I-CAR certified technicians provide fast, accurate diagnostics that maximize efficiency. asTech—driven by precision, powered by safety. Visit https://astech.com/ today or call 1-888-486-1166.

Aniket Shah is Managing Director & Global Head of the Sustainability and Transition Strategy at Jefferies, a global financial services firm ranked #1 in the Institutional Investor Survey for Sustainability in the US, Europe, Japan and Australia in 2022-2024. Shah talks with us about using a face-to-face approach to advancing the energy transition: investors walking the streets, visiting the plants, talking to the people and learning the business culture. Shaw explains how in the current economic environment, climate adaptation and resilience-related investments are critical to continuing the global agenda on sustainability and human rights. Shah serves on the Board of Directors of the UN Sustainable Development Solutions Network and teaches as an Assistant Adjunct Professor at Columbia University's School of International and Public Affairs.

Dr. John Sweetenham and Dr. Erika Hamilton discuss top abstracts that will be presented at the 2025 ASCO Annual Meeting, including research on tech innovations that could shape the future of oncology. Transcript Dr. John Sweetenham: Hello, and welcome to the ASCO Daily News Podcast. I'm your host, Dr. John Sweetenham, and I'm delighted to be joined today by Dr. Erika Hamilton, a medical oncologist and director of breast cancer and gynecologic cancer research at the Sarah Cannon Research Institute in Nashville, Tennessee. Dr. Hamilton is also the chair of the 2025 ASCO Annual Meeting Scientific Program, and she's here to tell us about some of the key abstracts, hot topics, and novel approaches in cancer care that will be featured at this year's Annual Meeting. Our full disclosures are available in the transcript of this episode. Dr. Hamilton, it's great to have you on the podcast today, and thanks so much for being here. Dr. Erika Hamilton: Thanks, Dr. Sweetenham. I'm glad to be here. Dr. John Sweetenham: Dr. Hamilton, the Presidential Theme of the Annual Meeting this year is ‘Driving Knowledge to Action: Building a Better Future,' and that's reflected in many of the sessions that will focus on action-oriented guidance to improve care for our patients. And as always, there'll be great presentations on practice-changing abstracts that will change treatment paradigms and transform care. Can you tell us about some of the hot topics this year and what you're particularly excited about? Dr. Erika Hamilton: You're right. Dr. Robin Zon's theme is ‘Driving Knowledge to Action: Building a Better Future,' and you're going to see that theme really interlaced throughout the ASCO program this year. We had a record number of submissions. Over 5,000 abstracts will be published, and there'll be about 3,000 presentations, either in oral format or poster presentations. We have 200 dynamic sessions. Many of the discussants will be highlighting key takeaways and how we can translate action-oriented guidance to better treat our patients to build a better future. Our state-of-the-art science will include a Plenary Session. This will feature presentations as well as discussion of each of the presentations for clinical late-breaking abstracts. We have Clinical Science Symposia that I'm particularly excited about this year. These will feature key abstracts as well as discussions and a foundational talk around the subject. We're covering novel antibody-drug conjugate targets, turning “cold” tumors “hot” to include CAR T, as well as the future of cancer detection. There'll be rapid oral abstracts, case-based panels, and this will also feature interactive audience polling and case discussions. I also want to highlight the community connection opportunities. There will be 13 Communities of Practice that will be meeting on-site during ASCO, and there's also really a plethora of networking opportunities for trainees and early-career professionals, a Women's Networking Center, a patient advocate space, and I'm happy to report there will also be live music out on the terrace this year at ASCO. Dr. John Sweetenham: Well, that's going to be a really great addition. I have to say, I think this is always a special time of year because excitement starts to mount as the meeting gets closer and closer. And once the abstracts are out there, I certainly personally feel that the excitement builds. Talking of abstracts, let's dive into some of the key abstracts for this year's meeting. I'd like to start out by asking you about Abstract 505. This reports on 15-year outcomes for women with premenopausal hormone receptor-positive early breast cancer in the SOFT and TEXT trials. It assesses the benefits of adjuvant exemestane and ovarian function suppression or tamoxifen and ovarian function suppression. So, could you talk us through this and tell us what you think the key takeaways from this abstract are? Dr. Erika Hamilton: Absolutely. This is essentially the SOFT and TEXT trials. They are trials that we've been following for quite some time, evidenced by the 15-year outcome. And I think it really answers two very important questions for us regarding adjuvant endocrine therapy for patients that are facing hormone receptor-positive disease. The benefit of ovarian function suppression for one, and then second, the benefit of exemestane over tamoxifen, which is our SERM [selective estrogen receptor modulator]. So, in terms of the SOFT trial, when we talk about distance recurrence-free interval, which I really think is probably the most meaningful because secondary cancers, et cetera, are not really what we're getting at here. But in terms of distant recurrence-free interval, certainly with tamoxifen, using tamoxifen plus ovarian function suppression adds a little bit. But where we really get additional benefits are by moving to exemestane, an aromatase inhibitor with the ovarian function suppression. So, for example, in SOFT, for distant recurrence-free interval for patients that have received prior chemotherapy, the distance recurrence-free interval was 73.5% with tamoxifen, bumped up just a tiny bit to 73.8% with ovarian function suppression. But when we used both ovarian function suppression and switched to that aromatase inhibitor, we're now talking about 77.6%. It may seem like these are small numbers, but when we talk about an absolute benefit of 4%, these are the type of decisions that we decide whether to offer chemotherapy based on. So, really just optimizing endocrine therapy really can provide additional benefits for these patients. Just briefly, when we turn to TEXT, similarly, when we look at distance recurrence-free interval for our patients that are at highest risk and receive chemotherapy, tamoxifen and ovarian function suppression, 79%; 81% with exemestane and ovarian function suppression. And when we talk about our patients that did not receive chemotherapy, it increased from 91.6% up to 94.6%—very similar that 3% to 4% number. So, I think that this is just very important information when counseling our patients about the decisions that they're going to make for themselves in the adjuvant setting and how much we want to optimize endocrine therapy. Dr. John Sweetenham: Thanks so much for your insight into that. Dr. Erika Hamilton: Yeah, absolutely. So, let's turn to hematologic malignancies. Abstract 6506 reports exciting results on the new agent ziftomenib in relapsed/refractory NPM1-mutant acute myeloid leukemia. This is a phase 1b clinical activity study and safety results. This was the pivotal KOMET-001 study. And my question is, will this new agent fulfill an unmet need in this NPM1 space? Dr. John Sweetenham: Yeah, great question. And I think the answer is almost certainly ‘yes'. So, just as some brief background, NPM1 mutation is known to be a driver of leukemogenesis in around 30% of patients with AML, and it's a poor prognostic factor. And typically, about 50% of these patients will relapse within a year of their first-line therapy, and only around 10% of them will get a subsequent complete remission with salvage therapy. Menin inhibitors, which disrupt the interaction between menin and KMT2A, are known to be active in NPM1-mutated as well as in KMT2A-rearranged AML. And ziftomenib is a selective oral menin inhibitor, which in this study was evaluated at a dose of 600 mg once a day, as you mentioned, a phase 1b/2 study, which is multicenter and presented by Dr. Eunice Wang from Roswell Park. It's a relatively large study of 112 patients who were treated with this standard dose with relatively short median follow-up at this time. The median age was 69 years, and median prior therapies were two, but with a range of one to seven. And I think very importantly, 60% of these patients had previously been treated with venetoclax, and 23% of them had had a prior transplant. Looking at the results overall for this study, the overall response rate was 35%, which is actually quite impressive. Specifically for those patients in the phase 2 part of the study, around 23% achieved a CR [complete remission] or CRh [complete remission with partial hematologic recovery]. What's very interesting in my mind is that the response rates were comparable in venetoclax-naive and venetoclax-exposed patients. And the drug was very well tolerated, with only 3% of patients having to discontinue because of treatment-related adverse events. And I think the authors appropriately conclude that, first of all, the phase 2 primary endpoint in the study was met, and that ziftomenib achieved deep and durable responses in relapsed and refractory NPM1-mutated AML, regardless of prior venetoclax, with good tolerance of the drug. And so, I think putting all of this together, undoubtedly, these data do support the potential use of this agent as monotherapy and as a new option for those patients who have relapsed or refractory NPM1-mutated acute myeloid leukemia. So, let's move on a little bit more now and change the subject and change gears completely and talk about circulating tumor DNA [ctDNA]. This has been a hot topic over a number of years now, and at this year's meeting, there are quite a few impactful studies on the use of ctDNA. We have time to focus on just one of these, and I wanted to get your thoughts on Abstract 4503. This is from the NIAGARA trial, which looks at ctDNA in patients with muscle-invasive bladder cancer who receive perioperative durvalumab. Could you tell us a little bit about this study? Dr. Erika Hamilton: So, this was the phase 3 NIAGARA trial, and this is literally looking for patients with muscle-invasive bladder cancer that are cisplatin-eligible, and the addition of durvalumab to neoadjuvant chemotherapy. So here, this is a planned exploratory analysis of ctDNA and the association with clinical outcomes from NIAGARA. So, this is really the type of study that helps us determine which of our patients are more likely to have a good outcome and which of our patients are more likely not to. There were 1,000 randomized patients in this study, and 462 comprised the biomarker-evaluable population. There were about half in the control arm and half in the durvalumab arm. And overall, the ctDNA-positive rate at baseline was about 57%, or a little over half, and that had decreased to about 22% after neoadjuvant treatment. ctDNA clearance rates from baseline to pre-radical cystectomy was about 41% among those with durvalumab and 31% among those in control. And the non-pCR rate was 97% among patients with pre-cystectomy ctDNA-positive status. So, this really gives us some information about predicting who is going to have better outcomes here. We did see a disease-free survival benefit with perioperative durvalumab, and this was observed in post-cystectomy ctDNA-positive as well as the ctDNA-negative groups. Shifting gears now to GI cancer, Abstract 3506 is a long-term safety and efficacy study of sotorasib plus panitumumab and FOLFIRI for previously treated KRAS G12C-mutated metastatic colorectal cancer. And this is the CodeBreaK-101 study. What are your thoughts on this study? Dr. John Sweetenham: Yeah, thanks. A very interesting study, and this abstract builds upon the phase 3 CodeBreaK-300 trial, which I think has just been published in the Journal of Clinical Oncology. This showed that the combination of sotorasib and panitumumab improved clinical outcomes in patients with chemorefractory KRAS G12C-mutated metastatic colorectal cancer. The current abstract, as you mentioned, reports the CodeBreaK-101 trial. And this was a phase 1b trial where FOLFIRI therapy was added to sotorasib and panitumumab in previously treated patients with KRAS G12C-mutated metastatic colorectal cancer. The abstract reports the overall and progression-free survival results, as well as some updated safety and response data. So, in this study, patients with this particular mutation who had received at least one prior systemic treatment but were KRAS G12C inhibitor-naive were enrolled into an expansion cohort of the CodeBreaK-101 protocol. And these patients received what apparently now recommended as the standard phase 2 dose of sotorasib of 960 mg daily, plus panitumumab and a standard dose of FOLFIRI. And the primary endpoint of the study was safety, and secondary endpoints included confirmed response, overall response, and progression-free survival, as assessed by the investigator. And by November of last year, 40 patients had been enrolled into this study. Common treatment-related adverse events were cutaneous; some patients developed neutropenia, and stomatitis was fairly widespread. Discontinuation of sotorasib because of adverse events was only seen in 1% of patients, although patients did have to discontinue because of toxicity from some of the other agents in the combination. Looking at the results of this study, the updated objective response rate was 57.5%, and the disease control rate was estimated at 92%, going on 93%, with a median time to response of 1.6 months and a median response duration of 6 months. After a median follow-up of 29.2 months, the median progression-free survival was 8.2 months, and the overall survival 17.9 months. So, the authors have concluded that this combination, including sotorasib, panitumumab, and FOLFIRI, does appear to show quite promising long-term efficacy in pretreated patients with this specific mutation. The ongoing phase 3 study they mentioned, CodeBreaK-301, is aiming to evaluate this combination against the standard of care in the first-line setting for patients with KRAS G12C-mutated colorectal cancer. So, promising results, and we'd be very interested to see how this particular combination performs in the frontline. Dr. Erika Hamilton: Fantastic. Thanks so much for sharing that. Let's shift gears again and really talk about digital technology. I feel that we're all going to have to get much better with this, and really, there are a lot of promises for our patients coming here. There are a lot of abstracts at ASCO that are focusing on innovations in digital technology, including a really interesting psychosocial digital application for caregivers of patients that are undergoing hematopoietic stem cell transplantation. Can you tell us a little bit about this? It's Abstract 11000. Dr. John Sweetenham: Yeah, absolutely. This abstract certainly caught my eye, and I think it's intriguing for a number of reasons, partly because it's app-based, and partly also because it specifically addresses caregiver burden and caregiver needs in the oncology setting, which I think is especially important. And although the context, the clinical context of this study, is hematopoietic stem cell transplantation, I think it has potential applications way beyond that. We all know that caregivers of patients undergoing stem cell transplantation have significant quality-of-life struggles. They are well-documented to have significant psychological and emotional strain before, during, and after stem cell transplantation. And this abstract describes an application called BMT-CARE, which is aimed at improving caregivers' quality of life, caregiver burden, mood symptoms, and coping skills, and so on. So, this was a single-center, randomized trial from MGH [Massachusetts General Hospital] of this app for stem cell transplant caregivers, compared with usual care in those individuals. And the eligible patients, or eligible individuals, were adults caring for patients with heme malignancy undergoing either an autologous or an allogeneic stem cell transplant. Patients were randomly assigned either to use the app or for usual care. And the app itself—and I think it'll be interesting to actually see this at the meeting and visualize it and see how user-friendly and so on it is—but it comprises five modules, which integrate psychoeducation, behavior change, stress management, and they're delivered through a kind of interactive platform of educational games and videos. And then participants were self-reporting at baseline and then 60 days after transplant. So, around 125 patients were enrolled in this study, of around 174 who were initially approached. So, just over 70% uptake from caregivers, which is, I think, relatively high, and evenly distributed between the two randomized arms. And the majority of the participants were spouses. And at 60 days post-stem cell transplant, the intervention participants reported a better quality of life compared with those who received usual care. If you break this down a little bit more, these participants reported lower caregiving burden, lower incidence of depression, fewer PTSD symptoms, and overall better coping skills. So, the authors conclude that this particular app, a digital health intervention, led to pretty substantial improvements in quality of life for these caregivers. So, intriguing. As I said, it'll be particularly interesting to see how this thing looks during the meeting. But if these kind of results can be reproduced, I think this sort of application has potential uses way beyond the stem cell transplant setting. Dr. Erika Hamilton: Yeah, I find that just so fascinating and very needed. I think that the caregiving role is often underestimated in how important that is for the patient and the whole family, and really giving our caregivers more tools in their toolbox certainly is quite helpful. Dr. John Sweetenham: Absolutely. Well, the meeting is getting closer, and as I mentioned earlier, I think anticipation is mounting. And I wanted to say thanks so much to you for chatting with me today about some of the interesting advances in oncology that we're going to see at this year's meeting. There is a great deal more to come. Our listeners can access links to the studies we've discussed today in the transcript of this episode. I'm also looking forward, Dr. Hamilton, to having you back on the podcast after the Annual Meeting to dive into some of the late-breaking abstracts and some of the other key science that's captured the headlines this year. So, thanks once again for joining me today. Dr. Erika Hamilton: Thanks so much for having me. Pleasure. Dr. John Sweetenham: And thank you to our listeners for joining us today. Be sure to catch my “Top Takeaways from ASCO25.” These are short episodes that will drop each day of the meeting at 5:30 p.m. Eastern Time. So, subscribe to the ASCO Daily News Podcast wherever you prefer to listen, and join me for concise analyses of the meeting's key abstracts.   Disclaimer: The purpose of this podcast is to educate and to inform. This is not a substitute for professional medical care and is not intended for use in the diagnosis or treatment of individual conditions. Guests on this podcast express their own opinions, experience, and conclusions. Guest statements on the podcast do not express the opinions of ASCO. The mention of any product, service, organization, activity, or therapy should not be construed as an ASCO endorsement.   More on today's speakers: Dr. John Sweetenham   Dr. Erika Hamilton @erikahamilton9   Follow ASCO on social media:  @ASCO on Twitter  ASCO on Bluesky  ASCO on Facebook   ASCO on LinkedIn     Disclosures:     Dr. John Sweetenham:     No relationships to disclose  Dr. Erika Hamilton: Consulting or Advisory Role (Inst): Pfizer, Genentech/Roche, Lilly, Daiichi Sankyo, Mersana, AstraZeneca, Novartis, Ellipses Pharma, Olema Pharmaceuticals, Stemline Therapeutics, Tubulis, Verascity Science, Theratechnologies, Accutar Biotechnology, Entos, Fosun Pharma, Gilead Sciences, Jazz Pharmaceuticals, Medical Pharma Services, Hosun Pharma, Zentalis Pharmaceuticals, Jefferies, Tempus Labs, Arvinas, Circle Pharma, Janssen, Johnson and Johnson   Research Funding (Inst): AstraZeneca, Hutchison MediPharma, OncoMed, MedImmune, Stem CentRx, Genentech/Roche, Curis, Verastem, Zymeworks, Syndax, Lycera, Rgenix, Novartis, Millenium, TapImmune, Inc., Lilly, Pfizer, Lilly, Pfizer, Tesaro, Boehringer Ingelheim, H3 Biomedicine, Radius Health, Acerta Pharma, Macrogenics, Abbvie, Immunomedics, Fujifilm, eFFECTOR Therapeutics, Merus, Nucana, Regeneron, Leap Therapeutics, Taiho Pharmaceuticals, EMD Serono, Daiichi Sankyo, ArQule, Syros Pharmaceuticals, Clovis Oncology, CytomX Therapeutics, InventisBio, Deciphera, Sermonix Pharmaceuticals, Zenith Epigentics, Arvinas, Harpoon, Black Diamond, Orinove, Molecular Templates, Seattle Genetics, Compugen, GI Therapeutics, Karyopharm Therapeutics, Dana-Farber Cancer Hospital, Shattuck Labs, PharmaMar, Olema Pharmaceuticals, Immunogen, Plexxikon, Amgen, Akesobio Australia, ADC Therapeutics, AtlasMedx, Aravive, Ellipses Pharma, Incyte, MabSpace Biosciences, ORIC Pharmaceuticals, Pieris Pharmaceuticals, Pieris Pharmaceuticals, Pionyr, Repetoire Immune Medicines, Treadwell Therapeutics, Accutar Biotech, Artios, Bliss Biopharmaceutical, Cascadian Therapeutics, Dantari, Duality Biologics, Elucida Oncology, Infinity Pharmaceuticals, Relay Therapeutics, Tolmar, Torque, BeiGene, Context Therapeutics, K-Group Beta, Kind Pharmaceuticals, Loxo Oncology, Oncothyreon, Orum Therapeutics, Prelude Therapeutics, Profound Bio, Cullinan Oncology, Bristol-Myers Squib, Eisai, Fochon Pharmaceuticals, Gilead Sciences, Inspirna, Myriad Genetics, Silverback Therapeutics, Stemline Therapeutics

Big Tech has been surging this week, including Nvidia and Tesla. Gene Munster of Deepwater Asset Management breaks down the momentum across the sector.Coreweave and Cisco report. Evercore's Amit Daryanani breaks down Cisco's latest quarter. SuRo Capital's Mark Klein, a Coreweave shareholder, joins to discuss CoreWeave's first report as a public company. We also take a look at eToro's IPO and what it means for other companies considering going public.  Barbara Doran of BD8 Capital and Bob Doll of Nuveen unpack the market action and we look ahead to Walmart, reporting on Thursday, with Corey Tarlowe of Jefferies. 

The board for Tesla (TSLA) has formed a committee to explore CEO Elon Musk's pay package that includes potential for new stock options. Diane King Hall points to Tesla's stock, adding onto its extensive month-to-date rally, though valuation can clash with price action. American Eagle Outfitters (AEO) sold off after withdrawing its 2025 guidance. Diane then turns to PVH Corp. (PVH) as a bright spot in retail following its upgrade from Jefferies. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Send us a textIn this honest and energizing conversation, Ann Marie sits down with 64-year-old Australian naturopath, speaker, and wellness rebel Jennifer Jefferies – aka @presentdaywisewoman – to talk about how women can embrace midlife and menopause without fear, extremes, or pharma dependency. Jen brings over 30 years of clinical experience, a surfboard, and a no-BS attitude to the conversation. Once a burned-out pharmaceutical rep, she made a full 180 after hitting the wall in her 20s and rebuilding her health using naturopathy, Traditional Chinese Medicine, and her beloved “bare-ass minimum” (BAM) approach to wellness.This is a must-listen episode for any woman feeling confused, overwhelmed, or exhausted by the barrage of menopause messages out there.Highlights include:Why we're told menopause is a disaster – and why it doesn't have to beHow adrenal burnout is at the core of crappy perimenopause (even if your doctor won't admit it)The truth about estrogen “deficiency” and why we're not meant to keep producing it foreverWhat Western medicine gets wrong about hormone therapyThe rise of adrenal fatigue in the pandemic aftermathJen's Bare-Ass Minimum Plan to restore vitality, joy, and hormonal balanceWhy she swears by: going to bed before 10 p.m., eating close to nature 80% of the time, and having fun – yes, fun!What happens when we stop outsourcing our health and tune into our own wisdomAbout Jennifer Jefferies:Jennifer Jefferies is a veteran naturopath, speaker, author, and wellness educator with over three decades of clinical experience. Based on the Gold Coast of Australia, she's known for her refreshingly simple, radically realistic, and unapologetically fun approach to health and aging. She surfs at sunrise, gardens in her downtime, and helps women around the world step into their power.Where to find her:IG @thepresentdaywisewomanLearn more: jenniferjefferies.comAnn Marie's Takeaway:If you've been overwhelmed by the ever-moving bar of “what you should be doing” in midlife – from maxing out protein to lifting impossible weights – this episode is your permission slip to reset. Jen's message is simple: go back to basics, listen to yourself, and live from a place of prevention. Episode sponsor:Thanks to Menolabs for sponsoring this episode. Use code HOTFLASH20 for 20% off at menolabs.comJoin the Hotflash inc perimenoposse: Web: hotflashinc.comNewsletter: Hotflash inc. on SubstackTikTok: @hotflashincInstagram: @hotflashincX: @hotflashinc Episode website: Hotflashinc Listen on: Apple Podcasts | Spotify | Google Podcasts | YouTube | Substack See hotflashinc.com/privacy-policy for privacy information

Adam Crisafulli of Vital Knowledge and Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, break down the market action after the Fed left rates unchanged and a fresh wave of earnings. ARM and Skyworks report as semis stay in focus. Fed deep-dive with BNY Investments' Vincent Reinhart and Jefferies' David Zervos after fresh commentary from Fed Chair Powell. Jon Breaking down ARM's quarter with Benchmark analyst Cody Acree. Our Sara Eisen has an exclusive interview with Citadel CEO Ken Griffin on the markets, monetary policy, and Trump vs. Harvard. 

Hour two of Larry Conners USA: RUMBLE: https://rumble.com/c/c-1568182 WEBSITE: https://www.larryconnersusa.com/ FACEBOOK: https://www.facebook.com/larryconnersusa NEWSTALK STL: https://newstalkstl.com/larry/ The post Hakeem Jefferies Blames President Trump For Communication Failures At Newark Airport / 7P LC-USA 5-6-25 appeared first on Larry Conners USA.

One of TV's most iconic set designs didn't just look futuristic—it functioned like the real thing. Matt Jefferies' vision for the U.S.S. Enterprise bridge was both cinematic and sensible, blending style with storytelling utility. This week, Ben Robinson returns to The Trek Files to explore two of Jefferies' original design documents and reveal the real-world engineering and aviation influences that helped shape Star Trek's most legendary interiors. Document and additional references: Matt Jeffries bridge designs - 1964 Sponsored by  - Bold Bubbles The Trek Files Season 13 on Memory Alpha All episodes and documents: The Trek Files on Memory Alpha Visit the Trekland site for behind-the-scenes access and exclusive merchandise. The conversation continues on Discord with live chats and the Roddenberry Podcasts community! Join today!

Randy Konik at Jefferies discusses yogawear woes and his Nike upgrade. Jack looks at how food insurgents are gobbling market share. Learn more about your ad choices. Visit megaphone.fm/adchoices