Podcasts about PFS

Jul 28, 2026 – Explore how shifting power dynamics between China and Japan are reshaping the Indo-Pacific, with exclusive insights from geopolitical analyst Rodger Baker. Learn why critical supply chains, rare earth minerals, and control...

Jul 24, 2026 – China's rapid AI advancements and dominance in critical minerals are spotlighting a global “race for stuff” beyond simple computing power, says analyst Craig Tindale. Tindale highlights looming supply bottlenecks in gallium...

Jul 24, 2026 – Jim Welsh of Macro Tides sees U.S. stock markets locked in a sideways chop as sector rotations offset semiconductor weakness, with the S&P at a critical technical juncture. He expects Treasury yields to climb, possibly surpassing...

Jul 23, 2026 – Is it time to get more defensive? Financial Sense Wealth Management CIO Chris Puplava discusses the ongoing geopolitical conflicts in Iran and the broader Middle East, which are disrupting oil supplies and raising inflation risks...

July 22, 2026 – Chief Technologist Dr. Sven Bilén explores the audacious vision of launching data centers into space—a move championed by SpaceX, which plans to deploy up to 1 million orbiting data satellites. Leveraging sun-synchronous orbits...

July 21, 2026 – Singapore-based macro strategist Laurent Lequeu of The Macro Butler discusses the intensifying US-China AI race following the release of Moonshot's Kimi K3. Lequeu explains why Chinese competition threatens Western AI profitability...

Jul 20, 2026 – Brendan McMurtrie and Crystal Colbert discuss essential financial and workplace planning tips for expectant mothers. They explain maternity leave, FMLA, California protections, paid family leave, and supplemental disability...

Jul 17, 2026 – Explore how minerals and natural resources underpin modern technology, AI, national defense, and the shift to green energy. Financial Sense's Jim Puplava reveals how critical minerals drive everything from smartphones...

Jul 17, 2026 – Robert Bryce discusses his data center rejection database, highlighting the surge in local moratoriums and project denials across the U.S., including the recent first-ever state-wide moratorium by New York. He explains the drivers...

Jul 17, 2026 – Chief Global Economist Ryan Sweet of Oxford Economics shares insights on the economic risks posed by renewed conflict in Iran, oil price volatility, and global supply chain pressures. He explains potential impacts on GDP growth, inflation

Jul 16, 2026 – Edward Gustely, co-founder and managing director of Penida Capital Advisors in Jakarta, breaks down how the escalating Iran war is reshaping global trade and energy security. He reveals why the Malacca Strait, carrying 40%...

Jul 16, 2026 – The AI trade is running out of oxygen, and the fire is shifting elsewhere. Jim Puplava sits down with Samantha LaDuc of LaDuc Trading to unpack a market stuck in a tight, tense range near all-time highs, as money rotates...

Jul 15, 2026 – AI is not just a single investment but a vast ecosystem, says Xavier Stonehouse of Financial Sense Wealth Management. He breaks down the critical “five layer stack” that underpins today's AI economy, revealing why semiconductors now...

Jack Henris, President and COO, and Shawn Campbell, CFO of Dakota Gold (NYSE American: DC), both join me for a visual exploration and development update on their Richmond Hill Oxide Heap Leach Gold Project; located in the historic Homestake District of South Dakota, near existing mining infrastructure. We review all the drill results from 2025 and 2026 that will be incorporated into the upcoming resource estimate and Pre-Feasibility Study (PFS) in Q4, and the timeline of key development studies that will feed into updated Feasibility Study economics in 2027. We also highlight the upcoming drill program at their Maitland Gold Project, which will lead into a maiden resource estimate.   We start off with Shawn reviewing the existing site and regional infrastructure advantages along with the resources at Richmond Hill that were defined in prior years drilling, while Jack outlined the key economic metrics as outlined in the existing SK-1300 Internal Assessment of Cash Flow (IACF).  Richmond Hill is one of the largest undeveloped oxide gold resources in the United States being advanced by a junior mining company, with over 6 million ounces of gold and over 60 million ounces of silver moving along the pathway of development into heap leach production as soon as 2029.   The 2026 Drill Campaign is now complete, and it totaled 17,273 meters of infill, expansion, and geotechnical drilling across 112 holes. Results from the 2025 and 2026 drill campaigns at Richmond Hill are being incorporated into a Pre-Feasibility Study (“PFS”) in the fourth quarter of 2026. The exploration team has been encouraged by the series of solid results from the northeast expansion drilling, which continues to identify higher-grade zones that complement the large heap-leachable resource at Richmond Hill. This data will support an updated mineral resource estimate, refine the geo-metallurgical model, and deliver a single optimized mine plan with sequencing. Jack highlighted that the results being intercepted in the Northeast Project area contain much higher grades than the average overall resource grade. These results have encouraged their team to consider trade-off studies for the upcoming Pre-Feasibility Study (PFS), to potentially access these higher-grade areas in the first several years of mining. These trade-off studies that will factor into the upcoming PFS will be analyzing the fine-tuning of the project economics around the grade optimization, mine optimization, amount of material processed, and run-of-mine streamlining.   Supported by their $107 million cash position as of March 31, 2026, Shawn pointed out that this strong capital position has allowed the Company to announce that they've secured the electrical substation build slot and are advancing engineering, site layout, and operational readiness along the project's critical path. These workstreams will go above and beyond reporting reserves in 2026 PFS, and metallurgical test results and engineering studies will then inform the Feasibility Study to be completed in the first half of 2027.   Shawn reviews the maps of where the key site build-out will go on the private land, but also highlighted the potential to expand the Richmond Hill Project out beyond into the forest service lands in the fullness of time.  There was information shared that there is also opportunities in the future for the sulphide material underneath the oxide material at Richmond Hill.   Wrapping up, Jack shares that the drill program for this year just got underway at the Maitland Gold Project, with 5,578 meters (18,300 feet) planned over 44 holes. The goal of this infill drilling, when combined with historic drill results, will be to define a maiden resource for the Tertiary-aged Unionville gold Zone. There may be some additional work into the JB Gold Zone which has iron formation mineralization similar to the Homestake Mine style of gold mineralization.       If you have any questions for Jack or Shawn regarding Dakota Gold, then please email those to me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Dakota Gold at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Dakota Gold   Click here to view the YouTube Version of this interview:      For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Jul 13, 2026 – Anyone can call themselves a financial advisor—so how do you find one who's actually required to put you first? Today, we discuss which credentials and public databases to check, the right questions to ask, and how to prepare...

Jul 10, 2026 – The COMEX is not being drained, and the silver squeeze everyone is talking about didn't happen the way you think. Jim Puplava sits down with Bob Coleman and David Morgan to cut through the noise dominating precious metals commentary...

Jul 10, 2026 – Financial Sense Wealth Management CIO Chris Puplava highlights evidence that inflation expectations may have reached their peak, noting declining breakeven rates and softening housing costs, even as oil prices remain volatile...

July 10, 2026 – Jeffrey Huge, Chief Investment Officer at JWH Investment Partners, tells Jim Puplava that the market's gains are being driven by extreme concentration in technology and semiconductors. He cautions that a significant portion of...

Jul 9, 2026 – Variant Perception CIO Tian Yang joins Cris Sheridan to explain why his macro risk indicator remains firmly risk-on despite escalating conflict in the Strait of Hormuz and stubbornly high headline inflation. Yang unpacks the...

Jason Jessup, CEO and Director of Magna Mining (TSX: NICU) (OTCQX: MGMNF), joins me for a review of Q2 operations at the McCreedy West Mine and the expedited development pathway for the Levack and Crean Hill mines located in Sudbury, Ontario. We also unpack the C$140 Million Strategic Investment by Alpayana, coming in as a new 19.9% stakeholder.     Q2 Operational Highlights: As of June 26, 2026, McCreedy West had shipped 91,724 tons of ore from the 700 Copper Zone to Vale Base Metals' Clarabelle mill in Sudbury, with four days remaining in the second quarter. This surpasses the 84,953 tons of ore produced in the fourth quarter of 2025 and represents a new quarterly record for McCreedy West under Magna ownership. The average grade of the 66,445 tons of ore shipped during April and May is 3.55% copper equivalent (“CuEq”), based on the commodity prices assumed in the Company's 2026 production and cost guidance. Final assays are pending for ore shipped in June but average grades for Q2 are anticipated to be near the upper end of the full year guidance range. Underground development at McCreedy West during the quarter is anticipated to exceed 2,350 feet, also a record under Magna ownership. McCreedy West has achieved a Total Reportable Injury Frequency Rate (“TRIFR”) of 0.0.   Numerous pieces of well-maintained underground equipment have been acquired from a nearby Sudbury operation that is moving into a state of closure for a total price of less than $1 million, well below market rates for equivalent used or new equipment. This equipment will be repurposed for use at the Company's Levack Mine and to support other Magna projects in the Sudbury Basin with potential savings expected to be in the range of $9-12 million.     On July 6, 2026, the Company announced a non-brokered private placement financing with Alpayana S.A.C. to purchase 62,222,222 common shares of the Company at a price of C$2.25 per Share for aggregate gross proceeds of approximately C$140,000,000. At closing of the Offering, Alpayana is expected to hold approximately 19.9% of the issued and outstanding shares of Magna.  Jason unpacked how the transaction came together, the shared values and business approaches between the 2 companies, and how this capital accelerates a dual-track development of both Levack and Crean Hill into commercial production by 2028.   The Company is planning to release a Preliminary Economic Assessment (“PEA”) for the Levack Mine in parallel with work to re-establish ore and waste hoisting capabilities during Q3.  At present those economics will not include the high-grade drilling completed to date at the R2 Footwall Zone. We reviewed the continued high-grade drill results across copper, nickel, platinum, palladium, gold, and silver in more recent assays returned from the ongoing exploration and development work at the Levack Mine. Jason highlights that a development drift is being implemented to support ongoing underground exploration of this area, for the potential of future implementation into development plans.   Next we review the ongoing workstreams for Crean Hill that will be feeding into the upcoming PFS later this year.  He notes that the significantly higher precious metals today compared to back in 2022 will be a factor that plays into the updated economics, and maps out that the ramp up into production could commence as early as H2 2027.   We wrap up discussing that the prior-producing Poldosky Mine and the development-stage Shakespeare Project are still both permitted assets of merit and will feed the development cue as mines number 4 and 5 further down the road.      Click here to follow along with the news at Magna Mining   If you have questions for Jason regarding Magna Mining, then please email me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Magna Mining at the time of this recording, and may choose to buy or sell shares at any time.         For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.      

Jul 8, 2026 – AI expert Dr. Alan D. Thompson joins Financial Sense Newshour to discuss the latest breakthroughs and global power plays in artificial intelligence, including Anthropic's Mythos superintelligence, the escalating arms race between...

John Black returns to MSD for an Aldebaran explorartion update from their Altar Project. Camp has recently been closed for the season, but the company did complete a fresh round of infill driling for PFS-level conversion. John also walks through the latest updates on the Centauri Metals spinout, which is anticipated to finalize this fall.

Jul 6, 2026 – Not everyone can afford high-end biohacking and longevity devices, but there are affordable options available. Today Financial Sense Newshour's Jim Puplava discusses how to build an at-home Superhuman Protocol for around...

Welcome to the Oncology Brothers podcast! In this episode, we were joined by Dr. Carla Casulo, a world-renowned clinician and researcher from the University of Rochester, to discuss the latest highlights from the European Hematology Association (EHA) 2026 conference, focusing on lymphoma.   Join us as we dived into four pivotal studies: frontMIND: We explored the efficacy of tafasitamab plus lenalidomide with R-CHOP compared to R-CHOP alone in frontline treatment for diffuse large B-cell lymphoma (DLBCL). Discover the implications of improved progression-free survival (PFS) and the associated toxicities. POLAR-BEAR: We discussed the head-to-head comparison of mini–pola-R-CHP versus mini–R-CHOP in frail or elderly patients with DLBCL. What does this mean for the use of polatuzumab in clinical practice? High-Dose Methotrexate for CNS Prophylaxis: Learn about the significant findings that suggest high-dose methotrexate may not improve outcomes in high-risk patients, potentially changing treatment protocols. EPCOR FL1: We covered the approval of epcoritamab in relapsed and refractory follicular lymphoma, highlighting its benefits and the importance of time-limited therapy.   Listen us on: Spotify: https://open.spotify.com/show/31BXhY9FM4gPWG10WgE11o   Follow us on social media: X/Twitter: https://x.com/oncbrothers ⁠Instagram: https://www.instagram.com/oncbrothers Website: https://oncbrothers.com/  Tune in for an insightful discussion on these important studies and their potential impact on clinical practice. Don't forget to subscribe for more updates on conference highlights, FDA approvals, and treatment algorithms!

Drew Clark, President and CEO of Summit Royalties Ltd. (TSX.V: SUM) (OTCQX: SUMMF), joins me to outline the transformational acquisition of Star Royalties Ltd. (TSXV: STRR, OTCQX: STRFF), which closed on July 3rd, 2026. The Arrangement materially expands Summit's portfolio with the addition of Star's royalty and streaming interests, including a 4% gold stream on Mining Americas Inc.'s (formerly Minera Alamos Inc.) Copperstone Project in Arizona.   The Copperstone gold stream provides Summit Royalties with exposure to a fully permitted Arizona gold development project where Mining Americas recently announced a positive pre-feasibility study and a formal construction decision. Based on the PFS results and current estimates, project construction is expected to take approximately one year, with initial production of 46,000 oz of gold per year anticipated by mid-2027.   Drew highlighted the upside potential to continue to grow the underground resources of the Copperstone Mine, considering Mining Americas having just announced a planned increase in the mill throughput from 600tpd to 1000tpd. Additionally, Mining Americas just announced there is a portion of resources outside of the PFS that exist in near-surface areas in proximity to the historic open pit excavations, and the Company believes there is potential for gold mineralization to be extracted via open pit mining methods.  This open pit was not even factored in the initial valuation process, and Drew mentioned it was now like getting a gold stream on 2 mines for the price of 1.     Together with their existing portfolio, including a royalty on Jaguar Mining's near-term producing Pitangui Project, where development is expected to commence in 2026 with first gold production targeted in 2027, this acquisition transaction of the gold stream on Copperstone strengthens the Company's future revenue and cash flow growth.     With the closing of the Arrangement, Summit's portfolio now includes 48 royalties and streams, anchored with four producing assets, two assets expected to enter construction in 2026 which are targeted to begin production in 2027, and 42 additional royalties expected to add additional cash flow growth and optionality for years to come.  The portfolio is focused mostly on gold and silver, and spans across 3 core jurisdictions - Canada, USA, and Australia.  Summit is now the fastest growing company in the precious metals royalty sector; having completed their first royalty and stream transaction in May 2025, and just went public in the 2nd half of last year.     Summit Royalties has continued to demonstrate its ability to identify and execute accretive transactions, and intends to build on that momentum with discipline, to become the next mid-tier streaming and royalty company.  Drew outlines that they are reviewing a few key term-sheets to keep making future actionable and accretive acquisitions to increase production and cash flow growth. Improved capital markets presence and trading liquidity, with supportive shareholder base. Pro forma Summit valued at a significant discount to peers on Price/NAV and Price/2027E cash flow per share (“CFPS”) basis. The Corporation currently has no debt and sufficient cash on-hand for use in future acquisitions, as well as being in dialogue with financial institutions for adding a potential revolving credit facility.     If you have any follow up questions for Drew about Summit Royalties, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Summit Royalties at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Summit Royalties   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Jul 3, 2026 – Beneath the algorithm-driven headlines and bearish sentiment on commodities, a seismic monetary realignment is underway. Jim Puplava argues that paper markets have masked a physical reality running on empty with drained...

Jul 3, 2026 – Geopolitical strategist Peter Zeihan joins Jim Puplava to unpack the fragile Iran peace deal and its ripple effects on global energy markets. Despite hopes for a return to cheap oil, Zeihan warns of a looming crunch: a billion-barrel shortfall...

Jul 3, 2026 – Financial Sense Newshour interviews Piper Sandler's Craig Johnson to get an update on his market outlook. Johnson points to a dramatic shift as investors rotate out of Big Tech and into overlooked sectors like financials and healthcare...

Jul 2, 2026 – Former BofA macro strategist David Woo joins Financial Sense to argue that the Trump-Iran MOU won't survive the next 60 days. Woo unpacks the surprise Israel-Lebanon accord, the widening Rubio-Vance rift in Washington, and why releasing...

In this KE Report Company Update, I sit down with Luke Alexander, President and CEO of Newcore Gold (TSXV: NCAU / OTCQX: NCAUF), to break down the company's crucial recent milestones at their flagship gold project in Ghana. Luke provides an overview of the key numbers in the newly released Pre-Feasibility Study (PFS). The conversation also highlights recent high-grade drill results expanding on the current resource base at the Enchi Gold Project.  Key Discussion Points: The Strategic Shift to a CIL Flowsheet: Why transitioning from a heap leach model to Carbon-in-Leach (CIL) maximizes gold recoveries and aligns with West African mining standards. Project Economics: A high-level overview of the key numbers in the PFS, including after-tax NPV, IRR, and payback period. Significant Gold Price Leverage: How the project's valuation scales when modeled against higher gold prices. High-Grade Drilling Results: Insights into the latest drill holes from the Nyam deposit that demonstrate strong potential to expand the mine life.   If you have any follow up questions for Luke please email me at Fleck@kereport.com.   Click here to visit the Newcore Gold website. - https://newcoregold.com/   ---------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Jul 1, 2026 – Swiss-based geopolitical strategist Christian Takushi discusses how the US is leveraging the wars in Iran and Ukraine to contain China, Russia, and Europe, while quietly consolidating influence in Latin America. Takushi highlights major...

Jun 30, 2026 – ITR Economics' Lauren Saidel-Baker joins FS Insider to break down the firm's 2030 Great Depression forecast, driven by aging demographics, structural inflation, and unsustainable government debt. She reveals which U.S. states...

Jun 29, 2026 – The biggest threats to your financial future may have little to do with the markets. Brendan McMurtrie and Ryan Puplava reveal the blind spots most investors miss—underinsured homes, lapsed policies, and costly tax traps...

Welcome back to the Oncology Brothers podcast! In this episode, we were joined by Dr. Rahul Banerjee, a myeloma specialist from the Fred Hutch Cancer Center, to discuss the latest updates in multiple myeloma from EHA 2026.   Join us as we dived into: The CEPHEUS study update, reaffirming the standard of care with quadruple therapy upfront, specifically D-VRd Insights on the efficacy of teclistamab in early relapse refractory settings, including updates from the MajesTEC-3 and MajesTEC-9 studies. The promising data around talquetamab from the MonumenTAL-3 study, highlighting its significant progression-free survival (PFS) improvement. An overview of mezigdomide, a new immunomodulatory agent, and its impact on treatment strategies for anti-CD38 and lenalidomide-refractory patients.   We emphasized the importance of managing side effects and optimizing treatment sequences to ensure our patients can stay on these innovative therapies longer and safely.   Tune in for an informative discussion packed with the latest research and clinical insights in the world of oncology!   Listen to us on: Spotify: https://open.spotify.com/show/31BXhY9FM4gPWG10WgE11o   Follow us on social media: X/Twitter: https://twitter.com/oncbrothers ⁠Instagram: https://www.instagram.com/oncbrothers Website: https://oncbrothers.com/   Don't forget to like, subscribe, and hit the notification bell for more updates from the Oncology Brothers! #MultipleMyeloma, #EHA2026, #BispecificAntibodies, #CELMoDs, #OncologyBrothers  

Jun 26, 2026 – Financial Sense Newshour's Jim Puplava speaks with Jim Bianco who explains why crude never spiked to $200, why Trump's $50 oil target may be out of reach, and how a Fed trapped by 4.2% inflation is debating hikes, not cuts...

Jun 26, 2026 – Market Gauge's Mish Schneider joins Jim Puplava to break down the latest market rotation as investors shift from tech high-flyers to overlooked sectors like biotech, small caps, and regional banks. Schneider unpacks oil's potential price floor...

Jun 23, 2026 – Global fintech expert Rich Turrin discusses the US government's ban on Anthropic's advanced AI models and its broader geopolitical impact. He explains how these restrictions disrupt global access, push international businesses...

Bravada Gold's new CEO, Dr. Paul West-Sells, tells Mining Stock Daily why his new position was too good an opportunity to pass up. West-Sells was the former head of Western Copper and Gold. Bravada's flagship Wind Mountain property is a past producing open-pit/heap-leach mining operation. Wind Mountain property is located in Nevada, and the project has a preliminary economic assessment from 2022. West-Sells said an updated PEA is due this year, and then the company will release a PFS.

Jun 22, 2026 – In this first installment of a two-part Lifetime Planning series, Senior Wealth Manager Brendan McMurtrie and Wealth Advisor Ryan Puplava reveal why the annual financial review is your most powerful planning tool...

Episode OverviewFor the second time in two decades, a phase 3 trial has shown a statistically significant improvement over R-CHOP in newly diagnosed diffuse large B-cell lymphoma (DLBCL). In this episode, Eddie, Raj, and Ashwin sit down with Professor Charles Herbaux to unpack the data, debate the clinical implications, and ask the question that's on every hematologist's mind: is this enough to change practice?Background: Setting the Stage for TafasitamabBefore diving into frontMIND, the episode provides context on tafasitamab, a CD19-targeting monoclonal antibodyL-MIND (Phase 2 — relapsed/refractory DLBCL):81 patients with R/R DLBCLORR 58%, complete response rate 41%Established activity of tafasitamab + lenalidomide in the relapsed settinghttps://pubmed.ncbi.nlm.nih.gov/32511983/First-MIND (Phase 1b — frontline DLBCL, IPI 2–5):66 patients randomized: tafa-R-CHOP (n=33) vs. tafa-len-R-CHOP (n=33)ORR: 75.8% vs. 81.8%, respectivelySerious treatment-emergent adverse events: 42.4% vs. 51.5%Provided the signal (and the safety caution) to move to phase 3https://pubmed.ncbi.nlm.nih.gov/37369099/The frontMIND TrialDesign: Phase 3, double-blind, placebo-controlled randomized trialIntervention: R-CHOP + tafasitamab (12 mg/kg IV days 1, 8, 15 per cycle) + lenalidomide (25 mg/day, days 1–10 per cycle)Control: R-CHOP + placebosGCSF mandatory (given double-blind design); VTE prophylaxis (heparin or aspirin) mandatory given lenalidomideEnrollment: May 2021 – March 2023; 899 patients randomizedPrimary endpoint: Investigator-assessed progression-free survival (PFS)Patient Population:Age 18–80; DLBCL or high-grade B-cell lymphoma, IPI 3–5Median age: 65 years96% advanced stage; 54% bulky disease; 31% ECOG PS 2; 82% elevated LDH55% IPI 3 / aaIPI 2; 43% IPI 4–5 / aaIPI 38% double/triple hit — a high-risk subgroup included despite R-CHOP being the controlBroad histologic inclusion: transformed lymphoma, grade 3B FL, T-cell/histiocyte-rich LBCL, EBV+ DLBCL, ALK+ LBCL, HHV8+ DLBCL Note: On retrospective central review, ~7% of patients had a different histology (roughly half had FL grade 1–3A), underscoring the diagnostic challenges in DLBCL~40% received pre-phase steroids; 8% rituximab; 4% vincristine prior to cycle 1Key Efficacy Results(Primary analysis at median follow-up 35.2 months) | Endpoint | Tafa-Len-R-CHOP | R-CHOP | HR / p-value | 2-year PFS | 71.1% | 62.9% | HR 0.75, p=0.0194 | 3-year PFS | 67.3% | 60.7% | ~6.6% absolute difference | Overall Survival | — | — | HR 0.85, p=0.27 (immature)Points of Discussion:Absolute PFS benefit at 2 years: ~8.2%; at 3 years: ~6.6% — a modest but statistically significant improvementOS curves cross early, then separate slightly from ~18 months; data remain immatureEarly censoring observed: ~17% (intervention) and ~14% (control) censored by 9 months — raises questions about off-protocol therapySubgroup consistency: PFS benefit appeared consistent across prespecified subgroups; specific subgroups discussed in the episodeSafety Adverse Event | Tafa-Len-R-CHOP | R-CHOP | Fatal treatment-emergent AEs | 6% (26 pts) | 4% (17 pts) | Diarrhea (any grade) | 25% | 17% | Febrile neutropenia | 17% (incl. 1 death) | 13% | Grade ≥3 anemia | 24% | 17% | Grade ≥3 thrombocytopenia | 27% | 14%The addition of tafasitamab and lenalidomide to R-CHOP adds meaningful hematologic toxicity, particularly thrombocytopenia and anemia, as well as diarrhea and febrile neutropenia.Key Discussion Points from the EpisodeDid the early-phase L-MIND and First-MIND data justify bringing tafasitamab into the front-line setting, and was tafa-len-R-CHOP the right intervention arm to take forward?Is R-CHOP the appropriate control for a patient population that includes 8% double/triple hit lymphoma?What are the implications of using investigator-assessed PFS as the primary endpoint — and how critical is effective blinding to the integrity of that endpoint?How do we interpret the early OS curve crossing and currently non-significant OS benefit?Is the ~8% absolute PFS improvement at 2 years clinically meaningful enough to change practice — particularly given the added toxicity?How should we think about patient selection: who would you prioritize for tafa-len-R-CHOP over standard R-CHOP in clinical practice?What does frontMIND mean for the DLBCL treatment landscape alongside polatuzumab-R-CHP (POLARIX)?Resources & Further ReadingfrontMIND trial: Lenz et al. Lancet. https://pubmed.ncbi.nlm.nih.gov/42217458/POLARIX: Tilly H, et al. NEJM 2022About BloodCancerTalksBloodCancerTalks is a medical education podcast hosted by Raj, Ashwin, and Eddie, dedicated to the latest advances in hematologic malignancies. New episodes available wherever you listen to podcasts.Follow us on X/Twitter for episode updates and hematology/oncology content. 

Jun 19, 2026 – Robert Rapier joins Jim Puplava for a revealing discussion on the true state of global oil markets following the Middle East peace deal. They explore depleted reserves, Iran's newfound leverage, the challenges of restarting production...

Jun 19, 2026 – The shortest Fed statement in history just signaled a major shift—and Wall Street may not be ready. Jim Puplava and Macro Tides' Jim Welsh dig into Kevin Warsh's surprising break from forward guidance, why plunging oil...

Jun 19, 2026 – Could a second Great Depression hit by 2030? Financial Sense Newshour's Jim Puplava unpacks ITR Economics' sobering forecast—exploding national debt, surging interest costs, and unsustainable entitlements converging...

Jun 18, 2026 – Adriano Bosoni, RANE's Director of Geopolitical Analysis, discusses the US-Iran deal signed yesterday and the most likely scenario markets face over the next several months when it comes to the flow of traffic through the Strait...

In this Mining Stock Daily interview, Liberty Gold CEO Jon Gilligan breaks down Black Pine's growing oxide gold resource, now at 4.88 million indicated ounces, and the project's low-cost, high-leverage economics heading into a Q4 2026 Feasibility Study. He addresses the gap between the PFS base case and headline gold-price scenarios, the company's cost structure and capital needs, and what's left to prove before a 2028 construction decision.

Jun 16, 2026 – The Boock Report's Peter Boockvar discusses the AI capex boom, SpaceX's valuation, data center overbuilding risks, inflation volatility, Fed policy, and why oil, gold, silver, and commodities may still have room to run...

Jun 15, 2026 – Metabolic health expert Jim LaValle joins Jim Puplava to explain why being "disease free" doesn't mean you're truly healthy. They explore the overlooked drivers of premature aging, including chronic stress, poor sleep, and insulin resistance...

Jun 12, 2026 – Dave Keller, president and chief strategist at Sierra Alpha Research, offers a technical read on where equity markets actually stand regarding the largest IPO in history...

June 11, 2026 – In this week's Smart Macro, Jim Puplava is joined by Chief Investment Officer Chris Puplava for a hard look at what comes next for oil, inflation, and global markets during the second half of 2026...

ASCO 2026 is a wrap, and we needed an extra week to digest it all! Here the review list: 1. RASolute 302 - daraxonrasib and its standing ovation 2. MajesTEC-9 - 2L teclistamab in multiple myeloma in patient population 100% exposed to CD-38 targeting drugs 3. Initsmeran autogene + pembrolizumab in resected melanoma. Only a Phase 2 study, but super promising and exciting use of personalized medicine using mRNA technology 4. Libretto-043 - adjuvant selpercatinib in RET-fusion positive NSCLC following resection and platinum-based chemotherapy (in most of these patients) 5. PROTEUS - meh 6. SARC041 - Phase study of abemaciclib vs. placebo in dedifferntiated liposarcoma. The placebo did very poorly 7. CROWN at 7-years continues to offer an enticing PFS plateau with lorlatinib use in advanced ALK rearrangement+ NSCLC The Learning Oncology Companion from KelleyCPharmD: https://www.kelleycpharmd.com/learning-oncology-companion-oncopharm