Biosignal Vector @BiosignalVector

The best time to stop melanoma from coming back may be before surgery. At #ASCO26 we presented the design of NEO-CYT — a randomized Phase 1b trial moving MDNA11 to the front lines of melanoma care, alongside standard checkpoint therapy, ahead of curative-intent surgery. The rationale: treat while the tumor is still present to drive a deeper, systemic immune response that goes after the hidden micrometastases that fuel recurrence — the same biology behind the durable disease control MDNA11 has shown in advanced melanoma in our ABILITY-1 study. Up to 80 patients · high-risk, resectable Stage III melanoma · led by Prof. Paolo Ascierto. Primary endpoint: Major Pathologic Response. $MDNAF $MDNA.TO #Melanoma

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@MilkRoadMacro Insanely bullish, but it's hard to just wait for wall street to reprice accordingly. Fine for equity, but tough for options.

@ChrisCamillo Wow! Good to know. I guess you are a ninja with short dates calls, but we already knew that. I’ll probably do a hybrid approach bc I’m not a ninja. We all have our risk tolerance and skills, as you always remind us.

@ChrisCamillo AMZN could possibly make an insane move. Question though: you’ve mentioned that your AMZN thesis could take 1-2 years to play out. Any clues as to how you approach that with options? Are you partly going back to the longer 6-9 month contracts you talk about in your book?

@ChrisCamillo Looking forward to the next show as always, Chris! Your insights are so helpful.

Fantastic News from Larry Williams. Williams a NerveGen patient: his nerve pain has gone away!! reddit.com/r/NervGen_Nerv… $NGENF Has a NVG-291 drug that allows spinal cord nerves to regenerate. He is an example of someone that has regained the ability to walk just after 6 weeks of treatment. The benefits keep coming, as once the nerves start to grow again, they keep going, even after the drug stops. Here is the most recent video interview of CEO youtube.com/watch?v=U_RI5n… This drug should have been approved 6 months ago, superb safety profile and in FDA drug tests it has cured paralysis cases. If RFK knew, maybe he could push this thru.

I WANT TO SEE COMMISSIONER HEMMATI

Houman David Hemmati, MD, PhD @houmanhemmati

a month ago

The FDA Commissioner role is open. This is a pivotal moment for American medicine — & for American patients. Here’s what I believe the next Commissioner should stand for. Not as a wish list. As a baseline. 🔬 1. BRING BACK THE ADCOMS — AND MAKE THEM COUNT. Advisory Committee

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Capricor just reported its first quarter 2026 financial results and provided a recent corporate update. Click here to read the full release: bit.ly/4udKQcy $CAPR #DMD #Deramiocel

@ChrisCamillo Any hints what your strategy was going into these earnings? Just curious how you structure a trade around earnings.

Bloom Energy Reports Record First Quarter 2026 Results: • Q1 revenue of $751.1 million,m • Non-GAAP gross margin of 31.5% • Raised full year 2026 revenue growth guidance midpoint to ~80% year-over-year Access the full release here: lnkd.in/gRqrSxXe

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@ChrisCamillo So no calls on earnings?

@ChrisCamillo Any thoughts on Amazon earnings?

@ChrisCamillo @Johnhollf And hopefully talk about Amazon earnings? Trying to figure out what I’m comfortable with

Medicenna CEO, Dr. Fahar Merchant, summarizes the rationale behind #MDNA113, our first-in-class, tumour-targeted, conditionally activated, anti-PD-1-IL-2 bifunctional superkine, currently featured at the American Association for Cancer Research (@AACR ) Annual Meeting. By prioritizing safety and potency in parallel, we aim to overcome the historic limitations of systemic IL-2 therapies. Read the full release: ir.medicenna.com/news-releases/… $MDNAF $MDNA.TO #AACR26 #Immunotherapy #Biotech

@ChrisCamillo On today’s show it would be amazing to hear about how you structure trades around earnings. Complicated with IV crush and all that. I’m looking ahead to Amazon earnings and trying to decide what I want to do.

Unlocking immunologically "cold" tumors is one of oncology's greatest challenges. We are thrilled to announce that Medicenna will present highly anticipated preclinical data for our first-in-class IL-2-PD-1 Superkine, #MDNA113, at #AACR26 in San Diego! Read the full PR here: ir.medicenna.com/news-releases/… $MDNAF $MDNA.TO #Biotech #Oncology #Immunotherapy #CancerResearch (Disclaimer: MDNA113 is investigational. Post contains forward-looking statements. See SEDAR/SEC filings for risks).

CAPR PDUFA 8/22 Elijah’s birthday 8/22 What an incredible story this has been. Born for this!

Capricor Therapeutics @Capricor

3 months ago

Today we announced that the U.S. FDA has resumed review of our BLA for Deramiocel for the treatment of Duchenne muscular dystrophy and set a PDUFA target action date of August 22, 2026. Click here to read the announcement: bit.ly/4bz2qk2 #DMD #Deramiocel $CAPR

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The #NeuroOncology space is heating up! Servier’s ~$2.5B acquisition of Day One Biopharma is a major milestone. While entirely independent of Medicenna, it sends a powerful strategic signal about renewed, structural investment in CNS tumors. $MDNAF #Biotech

@ChrisCote24 @markland_55 @VPrasadMDMPH I certainly hope so. I wonder who will make necessary decisions in his place though. I guess the next in command?