If we think about it, we were under $2 a year ago! That means that even with the huge float of shorts we have, the trend has taken an upward direction! As you say, it truly seem to be about execution and NSCLC. We’ll find out about both in less than six months! :)

Liked the way the doctor slipped in that there’s potential other uses for the therapy. Let’s go!!

Stock has been performing badly but the call options are 14 to 1 vs puts

$IOVA 📺Iovance Biotherapeutics is on @FoxNews Washington! The news read: 'A groundbreaking treatment here at MedStar Georgetown is giving hope to patients with advanced melanoma. Dr. Geoffrey Gibney and his patient Mary Hylton joined FOX 5 DC to share how TIL therapy works and how Mary is now planning her first trip to the West Coast.' Let's go, baby! @IovanceBio linkedin.com/posts/iovance_t…

Hey! 4001 could come ahead of 26Q2 ER, for now scheduled for August 5! Will it? To be confirmed! Then an interim, non-IRCed NSCLC expected at WCLC or SITC in the Sept-November timeframe, most likely! Then 26Q3 ER in November. We are also waiting for updates on resubmission for The UK and EMA.

Hedge funds were already rotating out of gold, silver, and platinum before the crash happened, reallocating into energy markets, so the sell-stop contagion narrative is real in the short term, but the structural supply-demand dynamics that drove prices higher throughout 2025 haven't reversed because some index funds need to trim positions. And calling a commodity peak based on managed money positioning alone has been one of the most expensive mistakes in this entire cycle for anyone who acted on it.

Gold prices rose because mine supply has stagnated while demand increased, but now @RickardsNetwork sees a new development. Full interview: youtube.com/watch?v=_djvFazl… #gold #dollar #silver @DanielaCambone

🥈 Patricia Silver Stacker Take A green day is fun. A red day is a buying opportunity. But the real story is that the fundamentals many silver investors focus on have not changed. ✅ Industrial demand remains strong ✅ Supply deficits remain in place ✅ Governments are paying more attention to critical minerals ✅ Physical silver remains both a monetary and industrial asset That’s why smart stackers focus less on today’s price and more on the number of ounces they own. Count your stack. Review your plan. Think long term. If you’re still sitting in a traditional 401(k) or IRA and wondering how physical gold and silver may fit into your retirement strategy, now is a great time to start asking questions and exploring your options. 🥈 More ounces. More freedom. Same plan. Patricia Silver Stacker Legalfockeryuniversity 📅 Book Your Strategy Session: booksilver.as.me/ #SilverStacker #Silver #SoundMoney

SILVER AND MINERS: THE CORRECTION THAT CLEARS THE GROUND Silver has just delivered a textbook impulse: from 61.59 to 71.39 almost without breathing. After a move like that, a correction or consolidation is not a threat. It is market hygiene. On hourly charts, the count shows three perfect impulses. The logical thing now is for the third one to be fully or almost fully retraced, and that adjustment could play out today or between today and tomorrow. I am not concerned as long as price defends the 66-67 dollar area. If it reacts again from there, the message will be clear: the correction is behind us. Miners are a different story. Yesterday’s rally was spectacular, but it faded as the session progressed. They closed strong, yes, but they left gaps on the chart that I do not like. Those gaps matter, and they often demand to be filled before the real move begins. It would be normal to see a sharp pullback toward last Friday’s closing levels. That is not structural weakness; it is the market clearing the ground before the next leg. And here is the key: for those who missed yesterday’s move, that pullback, if it actually happens, is the opportunity, not a reason to panic. The best entries rarely come from chasing the candle. They come from waiting for the market to clear the ground. Patience. Levels rule. Trends build wealth. Judgment protects it. BroadLuis | Miner Alpha Lab #Silver #Gold #Miners #GDX #SILJ #PreciousMetals #ElliottWave #Commodities #TechnicalAnalysis

When investors discuss gold and silver prices, the focus is often on central bank buying, inflation, interest rates, and demand trends. But there's another key factor that deserves attention: mine supply. ⛏️ According to CME Group, global #gold production is down roughly 10% from its 2017 peak, while #silver mine supply has decreased by ~9% since 2016. 📈 At the same time, investment and industrial demand for precious metals has remained strong, highlighting the important role supply constraints can play in shaping long-term price trends. 📖 Well worth the read: 👉 cmegroup.com/insights/econom… #Commodities

deep dive on $IOVA youtube.com/live/t1wwV9blRmk

Game on for gold miners. From weak hands to strong hands. This is what a bottoming process looks like. tavicosta.substack.com/p/mac…

$IOVA pretty attractive long idea

Time for the trivial during this quiet period: Andrea Newkirk at Goldman Sachs still has her $2 price target on $IOVA with a Sell rating. The outlier $2 PT, released just prior to Q4 2025 earnings, continues to drag down the Street consensus average. Without, the average PT would be around $9.50. I'm long $IOVA.

$MRK's Keytruda is by far the best drug ever discovered in the history of humanity so far...

This big pharma conspiracy theory against cancer immunotherapies just does not ring true to me. I follow many small companies with these approaches in development. A good example is $IOVA. I think the FDA has been quite supportive of their TIL therapy. I anticipate that the FDA will move quickly once the data is in hand to approve expansion to NSCLC in 2027. If there is a FDA/big pharma conspiracy against cancer immunotherapies where is the evidence that this is impacting other companies? Is $IBRX the only target? Yes, the FDA has significant flaws. Yes, there is plenty to call out concerning big pharma. Yet, to call out the FDA for a conspiracy when there has been no registrational study and no application submitted to the FDA for this indication does not make sense. Your solution is that insurance companies should have to pay for drugs that do not have substantial evidence of efficacy. I do not think you have thought through the consequences of this policy. You rush to conclude that Anktiva works in this context. You seem to use statements of Dr. Patrick and reports of persons online as ample data. I think the evidence right now only says that it might work. I want it to work! Just this morning, there was a company with an immunotherapy approach that seemed very promising. Yet, when the data from a controlled study was released today, it was disappointing. Part of the issue seems to be that it may only work with patients with specific characteristics. It is possible that Anktiva has similar issues. That is part of why you do the research.

After Japan battled the Netherlands to a 2-2 draw, the Japanese fans stayed behind and cleaned up every single piece of trash from their section at Dallas Stadium after the game.

$KURA: FDA-approved drug, 96% frontline CRc, central MRD hitting the Phase 3 co-primary, $7B TAM — at a sub-$800M market cap. At some point the data wins. Quietly accumulating. 📈

$kura When even Bryan Johnson the guy optimizing every biomarker to outrun death stops to highlight an oncology drug, pay attention. daraxonrasib, a pan-KRAS therapy that roughly doubled survival in metastatic pancreatic cancer (6.7 → 13.2 mo) with fewer side effects than chemo.

Malcolm Gladwell revealed why you shouldn't go to Harvard: 1. America does not have a shortage of students who want science and math degrees. It has a shortage of students who finish them. Half of all high school seniors who intend to study STEM drop out by the end of their second year. The problem is not interest. It is persistence. 2. The obvious assumption is that smarter students persist longer. So Gladwell tested it. At Hartwick College, a small liberal arts school in New York, the top third of math SAT scorers took the majority of STEM degrees. The bottom third dropped out in large numbers. The data seemed to confirm it. Smarter kids stick around longer. 3. Then he looked at Harvard. The bottom third of Harvard's math SAT scores are equal to the top third at Hartwick. By the logic above, everyone at Harvard should graduate with a STEM degree. They are all brilliant. Nobody should be dropping out. 4. Harvard showed the exact same pattern as Hartwick. Top students graduated. Bottom students dropped out like flies. Even though the bottom Harvard students were objectively brilliant by any global standard. Something else entirely was driving the dropout rate. 5. That something is called relative deprivation theory. Human beings do not measure themselves against the world. They measure themselves against the people immediately around them. A Harvard student in the bottom third does not think I am in the top one percent of all students globally. They think that kid next to me keeps getting everything right and I keep getting it wrong. So they quit. 6. The research from UCLA puts a specific number on it. Your odds of graduating with a STEM degree fall by two percentage points for every ten point increase in the average SAT score of your peers. Choose Harvard over the University of Maryland and your chance of finishing a STEM degree drops by thirty percent. Thirty percent. Just to put a brand name on your resume. 7. Relative position matters more than absolute position when it comes to confidence, motivation, and self belief. The eightieth percentile student at Harvard looks up at the people above them and feels like they cannot compete. The number one student at a state school feels like they can conquer the world. That feeling drives everything. 8. The practical hiring implication is radical. Class rank matters more than institution name. Gladwell argues companies should have a don't ask don't tell policy for where someone went to college. Hiring only from top schools means missing the top students from every other school. That is not smart hiring. That is brand worship. 9. When choosing a college, never go to the best school you get into. Go to the school where you are guaranteed to be near the top of your class. Being a big fish in a smaller pond does not just feel better. It statistically produces better outcomes than being a small fish in the most prestigious pond available. 10. So why do we keep choosing Harvard over Maryland? Because we are flattered. Because the acceptance letter feels like validation. Because we make an irrational decision in a moment of enormous flattery and call it ambition. Gladwell's conclusion is simple and brutal. When we have the chance to join an elite institution we do things that are genuinely against our own interest and we feel great about it the whole time.