Timothée Chalamet had a ball during his visit to CCXP to promote his new movie, Marty Supreme.
The star showed off his dance moves as he took the stage to Soulja Boy‘s 2007 hit “Crank That (Soulja Boy)” while wearing a Marty…
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Copilot to get GPT-5.1 upgrade, Reminders and Projects
Microsoft is advancing Copilot with a planned rollout of GPT-5.1, which will replace the earlier GPT-5-powered Smart mode. Some Windows users are already seeing this upgrade, while broader web and mobile access is being prepared. This adjustment…
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Musk denies $800 billion SpaceX valuation reports
Elon Musk attends the U.S.-Saudi Investment Forum in Washington, D.C., U.S., November 19, 2025.
Evelyn Hockstein | Reuters
Elon Musk on Saturday dismissed media reports that SpaceX is raising funds at an $800 billion valuation, calling them inaccurate.
“SpaceX has been cash flow positive for many years and does periodic stock buybacks twice a year to provide liquidity for employees and investors,” Musk said in a post on X.
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‘Percy Jackson’ Island Coming to Fortnite
Camp Half-Blood is coming to Fortnite.
Disney announced Saturday during a CCXP Brazil panel in Sao Paulo that a Fortnite island featuring characters from Percy Jackson and the Olympians is set to launch on Dec. 9. Season…
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Odronextamab Plus CHOP Shows Promise in Early Phase 3 Data for Untreated DLBCL | Targeted Oncology
The CD20 and CD3 bispecific antibody odronextamab showed compelling early efficacy in combination with standard CHOP chemotherapy as a treatment for patients with previously untreated diffuse large B-cell lymphoma (DLBCL), according to the first results from a small cohort of patients enrolled in part 1 of the phase 3 OLYMPIA-3 study (NCT06091865) presented at the
2025 ASH Annual Meeting .1In the early results, the objective response rate (ORR) was 78% with the weekly 80 mg dose of odronextamab plus CHOP and was 100% for the weekly 160 mg dose of odronextamab plus CHOP. The complete response rates were 44% and 100% for each dose, respectively. The median duration of response, duration of complete response, and progression-free survival were not yet reached at the early analysis. Based on the combination of efficacy and safety, the 160 mg dose of odronextamab was selected for further investigation in the randomized portion of the study comparing the bispecific with rituximab (Rituxan).
“Data from part 1a of OLYMPIA-3 suggest that when combining odronextamab with CHOP in previously untreated patients with DLBCL, rituximab was not required to achieve deep and durable responses,” lead investigator Jean-Marie Michot, MD, from Institute Gustave Roussy, said during a presentation of the results. “The safety profile of fixed duration odronextamab-CHOP treatment was generally manageable in patients with previously untreated DLBCL with high-risk features, with no new safety signals compared with previous reports.”
OLYMPIA-3 Study Design and Patient Characteristics
The open-label study was designed with 2 parts. In part 1, the dose of odronextamab was escalated and optimized. Standard CHOP was given on day 1 and 8 of each cycle and odronextamab was administered starting on day 8, initially at a step-up dose of 0.7/4/20 mg and then at varying dose levels including 80 mg or 160 mg weekly and 160 mg and 320 mg every 2 weeks, with data only available for the weekly doses. Part 2 of the study will continue CHOP with patients randomly assigned to receive odronextamab (Odro-CHOP) or rituximab (R-CHOP).
Across all of part 1, the median age of patients was 66 years (range, 24-81), with nearly a third aged 75 or older (32%). ECOG performance status was 0 (40%), 1 (45%), and 2 (14%). The primary cell of origin was non-GCB (59%), and all patients had de novo DLBCL. IPI score was 3 for 36% and 4 to 5 for 27% of patients. The Lugano stage was III to IV for 95% of patients.
At the time of the analysis, 77.8% of patients enrolled to the 80 mg dose had completed cycle 1 to 6 (7 of 9). The remainder of patients in this group had discontinued early, due to physician decision (n = 2). In the 160-mg arm (n = 13), all patients had completed cycle 1 and 84.6% had completed cycle 6. Two discontinued early due to physician decision. The relative dose intensity was 87% in the 80-mg group and 77% in the 160-mg group.
“Most patients completed 6 cycles of odronextamab-CHOP at both dose levels,” said Michot. “There were few dose reductions of odronextamab and no permanent treatment discontinuations due to TEAEs related to odronextamab. There were no clinically important differences in safety between dose levels.”
Additional Odronextamab Efficacy Findings
The median duration of follow-up was 9.2 months for those enrolled in the 80 mg dose and was 7.8 months for those in the 160 mg dose. At the assessment, most responses remained ongoing. “CRs appeared durable,” Michot said.
In a biomarker analysis, B cell counts declined quickly following the initiation of therapy. There was an initial drop with CHOP administration, with B cells being completely cleared with the initiation of odronextamab.
There was slight T cell margination following the initiation of therapy, but these were transient and like prior reports with odronextamab, Michot said. T cell findings were similar for each dose.
Odronextamab Safety Profile in OLYMPIA-3
Grade 3 or higher treatment emergent adverse events (TEAEs) were experienced by all patients treated with the 80 mg and 160 mg doses of odronextamab. Serious TEAEs were seen in 77.8% of those treated with the 80 mg dose and for 92.3% of those administered the 160 mg dose. TEAEs led to treatment interruption or delay for 66.7% of those in the 80-mg arm and for 84.6% of those in the 160-mg group.
TEAE led to an odronextamab dose reduction for no patients in the 80 mg-arm and for 1 in the 160-mg group. Dose results in CHOP due to TEAEs were needed for 1 patient in the 80-mg group and for 5 in the 160-mg group. TEAEs led to treatment discontinuation for 1 patient in each dose level arm. There was 1 TEAE that led to death in the 160-mg arm. “Of note, there were no dose-limiting toxicities reported,” Michot said.
Across both doses, the most common TEAE was neutropenia (81.8%), cytokine release syndrome (CRS; 54.5%), anemia (45.5%), and nausea (40.9%). The most common treatment-related adverse events were similar with neutropenia seen in 77.3% of patients, CRS in 54.5%, anemia in 45.5%, and nausea in 36.4%.
CRS was solely grade 1/2 in severity, with 40.9% of patients having a grade 1 event and 13.6% having a grade 2 event. Tocilizumab was administered to manage CRS for 27.3% of patients and steroids were given for 18.2%. The median CRS duration was 3.8 months and the median time to onset was 9 hours. CRS mostly occurred during the step-up dosing phase at the lowest dose of 0.7 mg, after this initial step-up the rates of CRS were low. There were no cases of immune effector cell–associated neurotoxicity syndrome or tumor lysis syndrome.
Infections were seen in 81.8% of patients treated across both levels. Of these, 31.8% were grade 3 in severity and 9.1% were grade 4. Opportunistic infections were experienced by 50% of patients, of which only 1 patient had a grade 3 or higher opportunistic infection. The most commonly reported events were CMV infection or reinfection (27% for both) or COVID-19 and oral candidiasis (18% for each).
Odronextamab Regulatory History and Further Study
In August of 2025, the FDA issued a complete response letter (CRL) for a biologics license application for odronextamab for the treatment of relapsed/refractory follicular lymphoma following 2 or more lines of systemic therapy.2 Additionally, in March of 2024,3 the agent received 2 CRLs for DLBCL and follicular lymphoma. In both cases, the applications were based on phase 2 findings. The CRL issued in August noted concerns with site inspections completed at a plant ran by Catalent Indiana LLC.
Odronextamab is the subject of several clinical trials across several disease settings, either as monotherapy or in various combination regimens, including the phase 3 OLYMPIA-2 study (NCT06097364) for follicular lymphoma and the phase 3 OLYMPIA-5 study (NCT06149286) looking at odronextamab plus lenalidomide for follicular lymphoma.
REFERENCES
1. Michot J-M, Yagci M, Kargus K, et al. Odronextamab plus chemotherapy in patients with previously untreated diffuse large B-cell lymphoma (DLBCL): First Results from part 1 of the Phase 3 Olympia-3 study. Blood. 2025;146 (Supplement 1):abstract 65. doi:10.1182/blood-2025-65
2. Regeneron Reports Second Quarter 2025 Financial and Operating Results. News release. Regeneron. August 1, 2025. Accessed December 6, 2025.
https://tinyurl.com/bdz4e7ex 3. Regeneron provides update on biologics license application for odronextamab. News release. Regeneron. March 25, 2024. Accessed December 6, 2025.
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Hamas says will give up arms to a Palestinian authority ‘if occupation ends’
Hamas militants escort members of the Red Cross towards an area within the so-called “yellow line” to which Israeli troops withdrew under the ceasefire, as Hamas says it continues to search for the bodies of deceased hostages…
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RAP-219 Phase 2a Seizure Data and Planned Pivotal Trials Might Change The Case For Investing In Rapport Therapeutics (RAPP)
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Rapport Therapeutics recently presented new data and post hoc analyses from its Phase 2a trial of RAP-219 in drug-resistant focal onset seizures at the 2025 American Epilepsy Society Meeting, showing consistent clinical benefits, including reductions in seizure severity and improvements in patient-reported outcomes, alongside PET evidence of target engagement in key brain regions.
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The company now plans an end-of-Phase 2 meeting with the FDA this quarter and is preparing two pivotal Phase 3 trials for RAP-219 in 2026, underscoring its ambition to advance the asset beyond epilepsy into bipolar mania and diabetic peripheral neuropathic pain.
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With RAP-219 showing consistent efficacy across disease severity and Rapport preparing for pivotal trials, we’ll examine how this shapes its investment narrative.
Find companies with promising cash flow potential yet trading below their fair value.
For Rapport Therapeutics, the big-picture belief is that RAP-219 can anchor a focused neurology platform, despite zero revenue and persistent losses. The AES data do not radically change that story, but they do strengthen a key near-term catalyst: the upcoming end-of-Phase 2 FDA meeting, which now rests on a more complete efficacy, safety, and PET target-engagement package. With shares already up sharply this quarter, the bar for future data and regulatory feedback may be higher, and any shift in FDA feedback or Phase 3 design could matter more than before. At the same time, the core risks remain: a single lead asset, a long runway to potential commercialization, continuing cash burn after the US$250,000,000 raise, and shareholder dilution already in the rear-view mirror.
Although the data help the story, one funding and dilution risk still stands out for investors.
Our valuation report unveils the possibility Rapport Therapeutics’ shares may be trading at a premium.
RAPP Earnings & Revenue Growth as at Dec 2025 The Simply Wall St Community currently offers 1 RAP-219 fair value view, clustered around US$51.50 per share, underscoring how even a single estimate can sit well above today’s price. Set that against the company’s ongoing cash burn and dependence on successful FDA dialogue, and you start to see why exploring multiple viewpoints on risk, timelines and dilution pressure could matter for your own conclusions.
Explore another fair value estimate on Rapport Therapeutics – why the stock might be worth as much as 75% more than the current price!
Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.
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Looking at the New Narrative for Nutanix After Its First Miss and Recalibrated Outlook
Nutanix’s fair value estimate has been cut from about $85.78 to $70.70 as analysts recalibrate expectations for the company in light of its latest quarter. With the discount rate nudging higher from roughly 8.66% to 8.79% and modeled revenue growth easing from 14.83% to 13.00%, the market narrative is shifting to a more balanced view of Nutanix’s opportunity and execution risk. Read on to see how these changing assumptions are reshaping the story around Nutanix and how you can stay ahead of future narrative shifts.
Stay updated as the Fair Value for Nutanix shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Nutanix.
🐂 Bullish Takeaways
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Several firms, including Oppenheimer, JPMorgan, Piper Sandler, Barclays, and Needham, maintain positive stances (Outperform, Overweight, Buy) even after trimming price targets. This signals continued confidence in Nutanix’s long term growth and execution.
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Oppenheimer, with a Street high $90 target, argues Nutanix is well positioned to benefit from the shift to HyperConverged Infrastructure, potential VMware displacement at renewal, and growing demand for unstructured data to power AI applications.
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JPMorgan, with a modestly lower $78 target, still expects near term revenue and earnings upside from AI related demand. The firm suggests that AI leveraged use cases could support the company’s growth trajectory and valuation over time.
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Needham, despite cutting its target to $65 from $80, highlights that a greater mix of contracts with future start dates mainly depresses in quarter revenue rather than free cash flow. The firm believes that, absent this timing issue, Nutanix would have exceeded the high end of revenue guidance.
🐻 Bearish Takeaways
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Price targets have been broadly revised down, with Piper Sandler moving to $72 from $88, Barclays to $64 from $82, JPMorgan to $78 from $81, and Needham to $65 from $80. These changes reflect tempered expectations for Nutanix’s near term growth and, by implication, its valuation upside.
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Piper Sandler flags that Nutanix missed expectations for the first time in more than 5 years and cut its FY26 guide by about 3%. This combination has weighed on sentiment and raised questions about the durability of prior growth assumptions.
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BWG Global has shifted its view to Mixed from Positive, and Northland has downgraded the stock to Market Perform from Outperform. These moves underscore a more cautious stance on risk reward and suggest that some of the upside may already be reflected in the share price.
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Fossil tracks in Italy record a turtle stampede from 80 million years ago
In the spring of 2019, free climbers scaling the risky cliffs of Monte Cònero on Italy’s Adriatic coast noticed something that stopped them cold. High on pale slabs of limestone that tilt toward the sea, the rock was pocked with strange,…
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Does Veolia Still Offer Upside After Strong Five Year Gains and DCF Implied Upside?
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If you have been wondering whether Veolia Environnement is still a smart buy at around €29, you are not alone. This breakdown is aimed squarely at helping you decide if the current price makes sense.
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The stock has been quietly grinding higher, with returns of 0.1% over the last week, 1.0% over the last month, 7.7% year to date and 90.3% over five years. That naturally raises the question of how much upside is left versus the risk.
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Recent headlines have focused on Veolia’s ongoing role in large scale water and waste infrastructure projects, alongside its push into higher margin environmental services. These developments have reinforced the market’s view of it as a long term transition play. At the same time, regulatory and sustainability tailwinds in Europe continue to shape expectations for stable, utility like cash flows with embedded growth optionality.
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On our checklist of six valuation tests Veolia scores a solid 5 out of 6, suggesting the shares still look reasonably priced. Next we will unpack what that means across discounted cash flow, multiples and other lenses, before finishing with a more intuitive way to think about what the market might be missing.
Find out why Veolia Environnement’s 8.6% return over the last year is lagging behind its peers.
A Discounted Cash Flow model estimates what a company is worth by projecting the cash it can generate in the future and discounting those cash flows back to today in € terms.
For Veolia Environnement, the latest twelve month free cash flow stands at about €1.95 billion. Analysts provide detailed forecasts for the next few years, with free cash flow expected to be around €1.60 billion in 2026 and €1.96 billion by 2027. Beyond that, Simply Wall St extrapolates the trend, projecting free cash flow to rise gradually to roughly €2.17 billion by 2035 as the business matures.
Using a 2 Stage Free Cash Flow to Equity model, these cash flows are discounted back to today to arrive at an estimated intrinsic value of about €58.10 per share. Against a current share price near €29, the DCF suggests the stock is roughly 49.5% undervalued. This indicates that the market may be placing a heavy discount on Veolia’s long term cash generation potential.
Result: UNDERVALUED
Our Discounted Cash Flow (DCF) analysis suggests Veolia Environnement is undervalued by 49.5%. Track this in your watchlist or portfolio, or discover 905 more undervalued stocks based on cash flows.
VIE Discounted Cash Flow as at Dec 2025 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Veolia Environnement.
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