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For the first time in history, nearly 60% of the S&P 500’s components are in a bear market, while the index trades 3% away from a record high.
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Unlike the dot-com bubble, when global technology stocks surged far ahead of earnings, the current rally has been supported by stronger earnings growth.
Source: @steve_donze
$PFE BD should take a good look at this
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Can u imagine . Not a single word or line about perioperative pembrolizumab use for presidential abstract discussion about melanoma in 2026 @myESMO .
Are u amazed ? @dr_yakupergun @DrYukselUrun @OncBrothers @JacobPlieth
Love PRMT5. Incredible durability (better than ADCs). $TNGX will get picked up soon IMO.
Room for multiple players. BeOne $BMY
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Three legit candidates for a standing ovation at the Esmo presidential this afternoon: Interpath, Volga and Dellphi
JUST IN: DeLLphi-305: Small Cell Lung Cancer Extensive-Stage
Phase III (n=563): Tarlatamab + Durvalumab vs Durvalumab as 1L maintenance after chemo-IO, to be presented by our own @sands_jacob from @DanaFarber
• Median OS: 21.1 vs 12.7 months (HR 0.42)
• Median PFS: 7.4 vs 1.9 months (HR 0.34)
• ORR: 26.4% vs 4.1%
Grade ≥3 AEs: 46.8% vs 40.6%; CRS 49.6% (most low grade).
Probably new standard of care in ES-SCLC.
@OncoAlert @DanaFarberNews #ESMO26
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Another interstitial lung disease death raises more deruxtecan doubts - this time with ralu-dxd plus Avastin at #ESMO26. The @ApexOnco take apexonco.com/esmo-2026-anoth…
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PD-(L)1 blockade has made inroads into triple-negative breast cancer, but ER+/Her2- space is still a no go, judging by $MRK flop in Keynote-B49. From #Esmo26 via @ApexOnco -> apexonco.com/esmo-2026-keytr…
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BMS has reported a new autoimmune CAR-T death, that it says look unrelated to its ICANS cases or Novartis' IEC-HS deaths that led the companies to pause their trials this summer $BMY
My story for @endpts:
endpoints.news/bristol-myers…
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Tango reports 82% tumor response rate in trial of combo therapy (Daraxonrasib plus vopimetostat) for advanced #PancreaticCancer at #ESMO26
statnews.com/2026/10/23/esmo…
Reduced toxicity data is particularly important as a lower Daraxonrasib dose can be used.
$TNGX the PFS curve for 2L PDAC is 🔥
$TNGX data is out :
1- 82% ORR
2- 88.4% 6mo and 9mo landmark PFS (from 90% in June) (100% in 2L)
3- Safety similar rates of low Gr rash, stomatitis/mucositis, and diarrhea as previously reported
tangotx.com/wp-content/uploa…
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$IDYA IDE849 (SHR-4849) DLL3 TOP1 ADC Updated Phase 1 Results at ESMO 2026 Demonstrates Promising Anti-Tumor Activity and Preliminary Overall Survival Results in Relapsed Small Cell Lung Cancer and Neuroendocrine Carcinomas - Oct 23, 2026 media.ideayabio.com/2026-10-…
$tngx very impressive indeed.
avidresearch retweeted
JUST IN: Microsoft develops new AI tool that diagnoses complex medical cases more than twice as accurately as general physicians.
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This could put a damper on China pharma deals (and other investments) in an unexpected reversal endpoints.news/treasury-prop… probably will be viewed as positive for $BBC and $XBI
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Scientists found a way to flush Alzheimer’s plaque out of the brain in minutes.
Without any surgery and drugs.
Your brain has a waste-clearance network called the glymphatic system. It flushes out toxic proteins and dead cells.
But it only really activates during deep, slow-wave sleep.
If you don't sleep, the trash piles up. Over time, that buildup leads to cognitive decline and Alzheimer's.
Until today.
Researchers just published a paper proving they can manually trigger this cleaning cycle.
Without you ever going to sleep.
They used 40.68 MHz ultrashort waves (USW) beamed non-invasively into the brain.
Within 10 minutes, the brain's fluid flow rapidly accelerated.
The waves artificially synchronized the neurons into a Delta state, the exact frequency of deep sleep. This forced the brain's water channels to open and start flushing out the system.
They tested it on mice with traumatic brain injuries and Alzheimer's pathology.
The brain swelling dropped. The toxic proteins were cleared out. Cognitive deficits actually improved.
No surgery. No massive chemical interventions. Just a frequency.































