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ESMO: Roche touts ‘convincing’ phase 3 KRAS data after win over rivals
Roche has shed more light on its investigational KRAS G12C inhibitor's phase 3 victory over Amgen’s Lumakras and Bristol Myers Squibb’s Krazati. The open-label Krascendo 1 trial enrolled 338 people with previously treated KRAS G12C-mutated non-small cell lung cancer (NSCLC). Patients who had already received a KRAS G12C inhibitor or pan-KRAS/RAS inhibitor were excluded from the trial. Participants received either divarasib once daily, Lumakras once daily or Krazati twice daily. Roche announced back in July that divarasib had demonstrated statistically significant improvements in progression-free survival (PFS) and overall survival (OS), meeting the trial’s primary and key secondary endpoints. But the Swiss pharma had been holding back the detailed data until now. At the European Society for Medical Oncology (ESMO) Congress in Madrid, Roche revealed that median OS for the 167 patients who received divarasib was 17.7 months, compared to 12 months for the 171 patients who received Lumakras or Krazati. The benefit was similarly clear when it came to median PFS, which stood at 9.8 months versus 5.7 months, respectively. A total of 44% of patients receiving divarasib were alive without disease progression at one year, compared to 24% of the control group, according to Roche’s presentation. It was a similar story for the objective response rate, which came in at 58% for divarasib versus 32% for the control group, while median duration of response was 11.9 months versus 6.9 months. Stefan Frings, M.D., Ph.D., deputy chief medical officer at Roche Pharma, told Fierce that the data made for a “very comprehensive, strong package, which should be convincing to health authorities.” “It’s an important advance for patients with lung cancer,” Frings said in an interview at a Madrid hotel during the conference. “It's a second-line setting, and patients who receive divarasib benefit compared to the current first-generation KRAS G12C inhibitors by having far longer overall survival,” he continued. “They live longer. They have better progression-free survival, better response rates, and with a safety profile which is—if [anything]—even better,” he said. According to Roche, 4.8% of patients receiving divarasib discontinued treatment due to treatment-related adverse events, compared to 11.7% in the control group. Serious treatment-related adverse events were also less common with divarasib, at 7.8% versus 15.2%. Roche’s confidence in divarasib had been building even before this phase 3 success. The candidate had already shown better potency and selectivity than the incumbent KRAS G12C inhibitors Krazati and Lumakras in preclinical tests. After cross-trial comparisons suggested that the edge translated into better clinical outcomes, Roche axed a study comparing divarasib to the chemotherapy docetaxel and went toe-to-toe with Lumakras and Krazati. “We designed the drug on purpose with higher potency and better selectivity,” Frings explained. “So, based on preclinical models, we clearly knew it would be superior to the first generation.” “It’s honestly not so frequent that pharma companies go head-to-head,” he added. “But if you want to make a point, if you want to convince payers, prescribers and patients … then a head-to-head win is rather rewarding.” While Amgen and BMS reached the regulatory finish line first for KRAS G12C-mutated, locally advanced or metastatic NSCLC in 2021 and 2022, respectively, they have struggled to capitalize on their head start. Krazati brought in $55 million for BMS in the second quarter, while Lumakras delivered $111 million to Amgen. For its part, Roche is aiming for peak divarasib sales of 1 billion to 2 billion Swiss francs ($1.2 billion to $2.5 billion), according to Frings. The Big Pharma is currently recruiting patients into a phase 3 trial comparing divarasib plus Keytruda against Keytruda plus chemotherapy in previously untreated advanced or metastatic nonsquamous KRAS G12C-mutated NSCLC. Roche has previously suggested that sales in metastatic disease would account for most of the forecast. Frings was tight-lipped on the exact timeline for a regulatory filing but said the Swiss pharma is “certainly keen to get this to as many patients as possible around the world.” Roche has more RAS drugs coming up behind divarasib. The pharma has already launched phase 1 trials of a pan-RAS inhibitor called RG6505 and a KRAS G12D inhibitor dubbed RG6620 in solid tumors. Roche’s partner Chugai Pharmaceutical is also testing a pan-KRAS inhibitor called AUBE00. Roche has made a “deliberate effort” to test a range of RAS drugs, Frings said. “If you have many rare mutations and you are scrambling to find sufficient patients, a pan-RAS inhibitor makes a lot of sense,” he explained.
Nonprofit organizes ‘silkies’ hike to support military members’ mental health
Veterans, active military service members and community supporters recently gathered for a hike organized by a nonprofit dedicated to suicide prevention.
Senator, former California Secretary of State Alex Padilla weighs in on voter roll fight
With one week left before the midterm elections, California is facing a federal lawsuit alleging that non-citizens were registered to vote, received mail-in ballots, and, in some cases, voted.
Rumored Lucia Actress Goes Viral After Dodging Swarm of GTA 6 Comments During Livestream
Manni L. Perez, the actress long rumored to be playing Lucia in GTA 6, has gone viral after dodging a swarm of comments from Grand Theft Auto fans during a recent livestream.
Their friend died of cervical cancer in 2020. Now, they advocate for women’s health in N.S.
Following the death of their close friend from cervical cancer in 2020, two women in Nova Scotia were left wondering how things might have been different had she been diagnosed earlier. Six years later, they have raised over $4 million to improve technology and infrastructure for women's health.
Postpartum recovery window may play a critical role in maternal aging and long-term health
In many studies, it appears that women who have more children have a higher risk of heart disease and a shorter life span, but this effect is inconsistent across populations and no good explanation for ...
What Chelsea Did Wrong vs Tottenham
After a stellar run following the international break, things came crashing down for Chelsea as they lost 2-0 to Tottenham Hotspur at the weekend. This marked an extremely rare defeat at Stamford Bridge to the Lilywhites, a crack in a strong record of home wins that has left fans reeling. In this, we will be …
University of Rochester Medicine Home Healthcare holds inaugural Hospice 5K
13WHAM ABC Rochester provides local news, weather forecasts, traffic updates, health reports, notices of events and items of interest in the community, local sports and entertainment programming for Rochester and nearby towns and communities including Greece, Victor, Pittsford, Penfield, Henrietta, Webster, Irondequoit, Fairport, Chili, Gates, Rush, Wheatland, Canandaigua, Farmington, Spencerport and Hilton.
Instacart Stock What Health Benefits Deal And $5 Million Settlement Mean
Instacart parent Maplebear has agreed to a US$5,000,000 settlement with U.S. authorities over past PERM hiring practices and has been selected by True Rx Health Strategists to power an employer funded healthy food benefit through Instacart Health Fresh Funds starting in 2027. The True Rx program positions Instacart within pharmacy benefit design and ties employer spend directly to clinically supervised food choices. The settlement adds compliance obligations, policy changes and monitoring...
Opinion - How Trump learned to stop worrying and love space science
He recognizes a cool thing when he sees it.
LETTER TO THE EDITOR: Misleading political mailer is a smear campaign
The recent misleading smear mailer by the opponents of Denise Krause in the Oregon Senate campaign is the most disgusting exhibit of money and indecency used to capture uninformed voters’ […]
Nuthatches are rude: Ornithological observations from a recliner
I don’t know what age you’re supposed to start sitting in a recliner and looking out the living room window at the bird feeder, but I sure do like doing
Culture House Wants to Turn Creator Connections Into Lasting Businesses
Culture House connects creators directly with investors and operators, helping turn cultural influence into sustainable businesses.
Explore Health, Oregon’s new health insurance marketplace, is ready for business
This fall, Oregonians who buy health insurance directly instead of getting it through their employer will need to use a new website, the Explore Health marketplace.
Explore Health, Oregon’s new health insurance marketplace, is ready for business
This fall, Oregonians who buy health insurance directly instead of getting it through their employer will need to use a new website, the Explore Health marketplace.
Clemson HC Dabo Swinney Waving White Flag on Season
Following a humbling loss to Virginia Tech, Dabo Swinney is recalibrating expectations as the Tigers abandon playoff dreams and fight to salvage a disappointing, sub-par season.
Argument over purchase turns physical; suspect pulls gun at South Side business
KABB Fox News 29 San Antonio provides local news, weather forecasts, traffic updates, investigations, notices of events and items of interest in the community, sports and entertainment programming for San Antonio and nearby towns and communities in South Central Texas, including Bandera, Boerne, Carrizo Springs, Castroville, Cibolo, Converse, Crystal City, Cuero, Del Rio, Devine, Eagle Pass, Floresville, Fredericksburg, Goliad, Helotes, Hondo, Kerrville, Live Oak, New Braunfels, Pearsall, Pleasanton, Poteet, Poth, Sabinal, San Marcos, Seguin, Schertz, Somerset, Universal City, Uvalde, Windcrest.
Argument over purchase turns physical; suspect pulls gun at South Side business
WOAI NBC News Channel 4 San Antonio provides local news, weather forecasts, traffic updates, investigations, and items of interest in the community, sports and entertainment programming for San Antonio and nearby towns and communities in South Central Texas, including Windcrest, Uvalde, Universal City, Somerset, Seguin, Schertz, San Marcos, Sabinal, Poth, Poteet, Pleasanton, Pearsall, New Braunfels, Live Oak, Kerrville, Hondo, Helotes, Goliad, Fredericksburg, Floresville, Eagle Pass, Devine, Del Rio, Cuero, Crystal City, Converse, Cibolo, Castroville, Carrizo Springs, Boerne, Bandera.
Physician Mental Health and Health System Privacy: Why Doctors Avoid Their Own EHR
In most organizations the default access model was built for patient care, not for protecting colleagues. A nurse on another unit, a resident who rotated with them, a department administrator: any of them may technically be able to open the record, even when policy says they should not.
Taylor Dayne Trades L.A. for Coastal Sanctuary After Health Battle
The pop icon has traded the hustle of Los Angeles for a new life in Santa Barbara after recovering from a harrowing battle with colon cancer.
Petition to "Save Mass Effect" reaches over 170k signatures as fans plan billboard outside EA HQ
The Mass Effect community is not going down without a fight
Local breakfast chain plans Derby expansion
The Easy Egg, a Wichita-based breakfast and lunch restaurant, recently announced plans to expand into Derby. Reports indicate the local chain will take over the space at 317 N. Rock
A doctor traded health insurance for direct primary care, cost-sharing
A doctor explains why he replaced traditional health insurance for his family of four with direct primary care and a medical cost-sharing group.
AI in policing risks deepening discrimination, research warns
AI tools learn from biased records and may deepen discrimination against minorities without oversight, researchers say.
MEDIA ADVISORY – MONDAY – HEALTH EXPERTS CALL OUT HARTFORD AS AN ‘ASTHMA CAPITAL’
FOR IMMEDIATE RELEASE Contact: Joe O'Leary | Joe.OLeary@cga.ct.gov | 508-479-4969 MEDIA ADVISORY – MONDAY - HEALTH EXPERTS CALL OUT HARTFORD AS AN 'ASTHMA CAPITAL' Who: State Senator Saud Anwar, Senate Chair of the Public Health Committee; Dr. Mark Mitchell, Environmental Justice Leader; the Executive Director and New England Executive Director of the Asthma and Allergy Foundation of America; representatives from…
Browns Week 7 fantasy start-sit: Boston, Judkins, Fannin, Concepcion
Tennessee has allowed the 10th-most half-PPR points to receivers, while Dylan Sampson’s return from injured reserve threatens Quinshon Judkins’ receiving work.
Svilar eyes return from injury vs Manchester United
Gian Piero Gasperini can hope for a return to goal for his regular starter before the new international break. According to Riccardo Trevisani on Radio Manà Manà Sport Roma, Mile Svilar could recove...
South Texas Health System (@stxhealthsystem)
2 likes, 1 comments - stxhealthsystem on October 25, 2026: "One Last Chance to Think Pink: Breast cancer remains the most common cancer among women after skin cancer, making routine screenings and early detection more important than ever. Mammograms can help identify breast cancer before symptoms appear, when treatment options may be most effective. Last week, South Texas Health System McAllen celebrated breast health and preventive care with a special Mammo Monday event featuring the vibrant sounds of mariachi music at the hospital’s main entrance. The celebration reflected STHS' ongoing commitment to encouraging women to prioritize their health through regular screenings. Now, there’s one final Mammo Monday remaining! Join us at STHS ER Mission on October 26 from 8 a.m. to 5 p.m. for the last breast cancer event of 2026. During the event, attendees can: 🎀 Learn about breast cancer screening options 🎀 Schedule a mammogram appointment 🎀 Receive a complimentary goodie bag while supplies last To help make preventive care more accessible, South Texas Health System is also offering reduced self-pay rates* throughout October: • 2D Mammogram: $100 • 3D Mammogram: $155 • Bone Density Screening: $160 A screening today could make all the difference tomorrow. Make your health a priority and encourage the women you love to do the same. For breast health resources and information on the Think Pink campaign, visit the link in our bio. *If not already a covered benefit of your insurance.".
Former Minecraft lead, Xbox veteran and COO Helen Chiang "fired" for "policy violations"
A new report suggests that Helen Chiang, recently appointed as Xbox Chief Operations Officer, was terminated for "policy violations," although there's no word on exactly what.
Real Madrid boss Jose Mourinho sends DEFIANT Lamine Yamal message ahead of El Clasico
Real Madrid manager Jose Mourinho insists his side will not alter their tactical approach to deal with Barcelona sensation Lamine Yamal in Sunday's massive Liga fixture. The Portuguese coach dismissed his team's recent thrashings of Sevilla and RB Leipzig, declaring that previous form means nothing during El Clasico.
Small gyms increase health and connection in rural communities
Within the Adirondacks, outdoor recreation keeps people active. But small gyms popping up encourage indoor activity.
Best AI Tools for Small Business Marketing (2026): CapCut Featured for Creating Professional Video and Visual Content by Expert Consumers
Expert Consumers has recognized CapCut in its 2026 coverage of the best AI tools for small business marketing, highlighting the platform's collection of AI-powered features for creating and editing video, images, audio, and other visual content. The recognition reflects growing interest in tools that support practical marketing activities, including campaign development, promotional content production, and adapting creative assets for different digital channels.
Why Mikel Arteta is right about Max Dowman
Mikel Arteta has faced some pushback on his recent comments about Max Dowman, but the Arsenal manager was right to suggest that what the 16-year-old is doing is unique.Photo by Julian Finney/Getty Ima...
Liverpool and Man United contacted about transfer of wonderkid
Liverpool have a fair few positions among their ranks that still need to be upgraded. The Anfield outfit have fallen behind their title rivals quite dramatically recently with most of their players fa...
The educational divide could spell trouble for Republicans
Republicans tend to run better among voters without a college degree than those with one, which has battered Democrats in recent presidential elections. But that same pattern could give Democrats a potentially decisive boost in next month’s midterms.
When a teen posts a selfie, how much filter is 'too much' filter?
The recent Meta settlement includes a clause banning "cosmetic procedure filters" for teens. But defining what constitutes an extreme makeover isn't easy.
Cosmic 'seagull' locks eyes with the Vera C. Rubin Observatory in long-awaited test image — Space photo of the week
Stare into the transfixing eye of the "Seagull Nebula" in this newly-released test image from the visionary Vera C. Rubin Observatory.
UCLA Health expansion raises costs and concerns
UCLA Health has fast expanded its number of hospitals and number of clinics in recent years. Critics say the expansion is raising healthcare costs and question why it hasn’t included lower-income neighborhoods.
Islanders Gameday News: Starting in Dallas; Hellebuyck moves next door
The Islanders have touched down in Dallas for a Sunday night encounter, where Pete DeBoer will be the story as he faces his most recent former team. The Stars are in their 1980s Capitals era (or more generously, 1980s Flyers), perennially fielding really good teams but finding different reasons and divine interventions to prevent their […]
UCLA Health expansion raises costs and concerns
UCLA Health has fast expanded its number of hospitals and number of clinics in recent years. Critics say the expansion is raising healthcare costs and question why it hasn’t included lower-income neighborhoods.
Hochul, Blakeman hit the campaign trail as early voting begins
Both Kathy Hochul and Bruce Blakeman’s campaigns are escalating their attacks over affordability and the governor's record.
Pols & Politics: Questions raised in recent polling on Gov’s race as RNC survey shows tight matchup
Recent polls on the upcoming race for Massachusetts Governor, which showed double-digit leads for Gov. Maura Healey over GOP challenger Mike Minogue, have raised questions on their methodology.
In Deep Red Kansas, a Trump Loyalist Fights to Defend a Senate Seat
Senator Roger Marshall was slow to recognize the steep challenge he faced in his solidly conservative state. Now he is confronting dissent among voters with deep economic worries.
Forget shopping for gifts — receiving them is stressing us out
Experts offer tips on how to manage the feelings of disappointment, guilt or anxiety when you get a bad or inappropriate present.
Juventus is limiting one of their best players
Kerim Alajbegovic was expected to receive considerably more playing time following Kenan Yildiz’s injury, which is set to keep the attacker out of action until the end of 2026. However, things have ...
What happened when humans encountered Gigantopithecus?
Gigantopithecus was the largest primate that ever lived. What would have happened when human ancestors encountered it?
Steven Gerrard praises Bayern Munich star Harry Kane
The greats of the English game recognize the greatness of the FC Bayern striker
What gets fact-checked? How politics shapes the answer in four African countries
Many fact-checkers are moving away from declaring claims as true or false, and trying to help people judge information for themselves.
VT Science Corner: Expanding eating disorder care to rural areas
The great Taylor Swift proclaimed “I’m the problem, it’s me” in her 2022 song, "Anti-Hero." This lyric reflects something many people can recognize: the belief that something is fundamentally wrong
Tri-state people in business: New hires, promotions, recognitions
Medical Associates Clinic of Dubuque announced the following new hires:
Hibernian vs Celtic – Match preview and team news
Celtic will look to bounce back from their recent European defeat as they travel away from home to face Hibernian in their next Scottish Premiership match on Sunday.Hibernian vs Celtic – Match prev...
Untreated sewage contaminates San Juan River as floodwaters threaten public health
Untreated sewage has entered the flooded San Juan River, Navajo Nation officials said Saturday, warning that contamination could remain long after the water recedes.
Helen Mirren receives Legend of Entertainment Award at SCAD Savannah Film Festival
Helen Mirren receives Legend of Entertainment Award at SCAD Savannah Film Festival
Kochetkov Earns Shutout
Pyotr Kochetkov improved his record to 7-0-0 with a 24 save shutout and the Carolina Hurricanes defeated the St. Louis Blues on Saturday night, 4-0. The Hurricanes now have a 9-2-2 record and their 20 points put them at first place in the league, (for now). The Canes finished up their road trip with a […]
Latest Karl-Anthony Towns Update is Good News For Warriors
The Golden State Warriors need to find creative routes to improve the roster with Stephen Curry starting to hit the late chapters of his career. NBA pundits have started to question whether the New York Knicks will retain Karl-Anthony Towns. Recent reports have shown Towns and the Knicks far apart on the extension talks of […] The post Latest Karl-Anthony Towns Update is Good News For Warriors appeared first on HEAVY.
FAU star receiver achieves historic feat with 5-TD performance
The FAU Owls set themselves apart in college football history following a spectacular performance from Easton Messer in their 51-49 win over the Rice Owls on Saturday afternoon. Messer is going through the final season of his collegiate career, his second with the Owls. He shines as one of the best receivers in the nation, ranking high with a lot […] The post FAU star receiver achieves historic feat with 5-TD performance appeared first on ClutchPoints.
Jacksonville Jaguars’ Major Offensive Issue After 4-2 Start Revealed
The Jacksonville Jaguars’ 4-2 start has been overshadowed by a recurring offensive problem, as penalties continue to erase scoring opportunities and disrupt drives. Costly infractions have prevented the team from maximizing its production, raising concerns about discipline as Jacksonville looks to remain competitive in the AFC. The Jaguars have already had three touchdowns wiped off […] The post Jacksonville Jaguars’ Major Offensive Issue After 4-2 Start Revealed appeared first on Gridiron Heroi
Browns Star Denzel Ward Drops 2-Word Message on Injury
Denzel Ward offered a two-word update after a late-week hand injury, as the Browns received encouraging news on several other key defenders. The post Browns Star Denzel Ward Drops 2-Word Message on Injury appeared first on HEAVY.
Long awaited move starts Colts in new direction?
What will he be allowed to do?
Ramaswamy ad puts Acton’s estranged mother in spotlight as records reveal family’s troubled past
Vivek Ramaswamy faces bipartisan backlash over an ad featuring Amy Acton’s estranged mother, whose rocky history emerges in court records and interviews.
Finding biomarkers for aggressive prostate cancer
Proteins linked to the immune system, cell adhesion, blood vessel formation, and known prostate cancer genes, were associated with the future risk of developing prostate cancer, including aggressive disease, in a new study led by researchers at Oxford Population Health.
SnakePit Post-season GDT, #19
The Brewers successfully held serve in the World Series opener, though it certainly got a bit tense there in the ninth inning, as Tampa had the tying run in scoring position with one out. It ended up as the 11th one-run game this post-season. That’s still a long way off the MLB postseason record for […]
Skip Bayless Has Bold Vikings Declaration After Bears Win
Skip Bayless doubled down on his belief that the Minnesota Vikings will win the NFC North despite the Chicago Bears’ recent victory, keeping the division race firmly in the spotlight. The outspoken sports commentator’s prediction signals that he remains confident in Minnesota’s chances as the NFC North contenders continue to battle for position. The Bears’ […] The post Skip Bayless Has Bold Vikings Declaration After Bears Win appeared first on Gridiron Heroics.
CBS Sports Just Handed Clemson a Brutal Midseason Grade (And They Aren’t Wrong)
CLEMSON, S.C. — Clemson football is surviving in the ACC championship race, but its on-field product isn’t fooling national evaluators. In CBS Sports’ midseason report card, college football analyst Chip Patterson handed the Tigers a “D”—a harsh indictment of the gap between their 4-2 overall record (2-1 ACC) and the lackluster quality of football they […] The post CBS Sports Just Handed Clemson a Brutal Midseason Grade (And They Aren’t Wrong) appeared first on HEAVY.
Sabonis Records Efficient Triple-Double in Kings Loss
The Lithuanian big man mirrored Wilt Chamberlain’s historic efficiency, yet his monster performance couldn't mask Sacramento's closing struggles.
Has Deion Sanders Started to Feel the Pressure in Colorado?
With a ballooning salary and a losing record, Coach Prime faces a harsh reality in Boulder as the Buffaloes struggle to snap a decades-long postseason drought.
Saturday Sports: North Country football, soccer and swimming over the weekend
Here’s a recap of your North Country sports this Saturday.
Bell County Indigent Health director answers questions about hospital district on ballot
As early voting continues in Bell County, a lot of voters headed to the polls are wondering about a proposition on the ballot calling for a new hospital district in
Xbox Reportedly Bungled $500 Million Netflix Deal
According to industry insiders, newly appointed Xbox CEO Asha Sharma overplayed cross-media potential with recent Netflix exec Peter Rice to the tune of $800 million
Addressing mental health and loneliness through art: LaunchSpace's SocialRx program gets United Way funding support
LaunchSpace's SocialRx program received a $75,000 grant from the United Way of Franklin & Hampshire Region to boost regional wellness.
Scientists Studied 865 Humpback Whales and Found They Grow Faster Than Expected
Despite decades of environmental change and population recovery, eastern Australian humpback whales appear to have maintained their historical adult size. Eastern Australian humpback whales grow at an extraordinary pace, reaching approximately 10.9 meters (35.8 feet) in length by age five. By six or seven years old, they have already attained about 90 percent of their
WWE legend gives health update after hospitalization: ‘I appreciate you all’
The wrestling legend posted on social media the day after being hospitalized.
Middleburg High School volleyball stays on track in FHSAA playoffs
A recent champion advanced and a 21-season streak ended in Saturday's FHSAA high school volleyball playoffs in Northeast Florida.
Vinny Guadagnino Says ‘Jersey Shore' 'Triggered' His Mental Health Issues
The reality television star recounted the repetitive drinking and partying on 'Jersey Shore' as being "grueling."
Los Angeles health authorities report 2nd second rabies-positive raccoon
In a follow-up on the report a rabies-positive raccoon found in Los Angeles County, the first in more than 5 decades, the LA County Department of Public Health is investigating a second rabies-positive raccoon found in the Westlake Village area of Los Angeles County. Public Health has confirmed that the first raccoon was positive for a variant of rabies typically found in bats. Strain testing for the second raccoon is currently pending. The second rabid raccoon was found in a backyard in the vicinity of where the first raccoon was reported and appeared sick and aggressive. No residents or pets were exposed to the raccoon. Two people at a worksite may have been exposed to the raccoon and are receiving recommended follow-up for rabies post-exposure prophylaxis. The World’s Deadliest Viruses Prior to these detections, the last confirmed rabid raccoon in Los Angeles County was detected in 1973, when the skunk variant (strain) of rabies was still present in the County. That strain has not been detected in Los Angeles County since 1979. In 2014, a skunk infected with the bat variant of rabies was detected in Long Beach. “The detection of rabies in another raccoon is an important reminder to never touch, handle, or feed any wild animals, even when they appear healthy,” said Muntu Davis, MD, MPH, Los Angeles County Health Officer. “Always keep a safe distance from wildlife and contact your local animal control if you encounter an animal that appears to be sick, injured, or behaving unusually. It is also critical to ensure your pets are up to date on rabies vaccination so they are protected before any potential exposure. Keeping your pets vaccinated is one of the most important steps you can take to protect your entire family.” Outbreak News Today is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe
Josh Brolin credits strict morning ritual with helping him stay sober for 12 years
Josh Brolin revealed the moment he woke up on a sidewalk outside his house and questioned the direction of his life, leading to 12 years of sobriety.
Demichelis' Gamble Pays Off As Leipzig Crush Elversberg 4-0
After a tactical reshuffle, the Red Bulls maintained their flawless home record as Rômulo’s clinical double and Christoph Baumgartner’s emotional return ignited a dominant four-goal second-half blitz.
Marijuana legalization tied to rise in heart hospitalizations, study finds
A study of 50 million hospital records found heart-related admissions rose faster after recreational marijuana sales became legal in 13 Western states.
An electronic health record tool for exercise prescription may reduce fall rate among older adults
In a large randomized clinical trial among 22 primary care practices, use of an electronic health record-integrated clinical decision support tool known as…
Sportsbooks, Prediction Markets Set Records for Political Spending
Sportsbooks routed more than $80 million through a super PAC as the AGA and Kalshi stepped up lobbying in a fight over prediction markets.
In Senate run, Juliana Stratton touts progressive politics and a pragmatic record
Stratton has taken progressive policy positions, but has also touted a record of getting things done across a big, diverse state.
Netflix’s Leadership Shake Up…Explained
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Well, I had a simple article planned for this week. Called “Whoa, I Missed It!”, I’d take a gander at a few important-but-under-the-radar stories I didn’t cover while I wrote about all things “Skydance. (Formerly known as “the saga of Netflix trying to buy Warner Bros., but not Discovery, then Paramount-Skydance bought all of Warner Bros. Discovery”.) Alas, that article will have to wait. Netflix made news. Ironically, my “Whoa, I Missed It!” article would have mostly been about “content” strategy decisions, which is also what today’s article is about. But instead of the entire industry, this article will only cover Netflix’s decision to upend their film and TV content teams. Just that! So that’s the full topic of the day. I’m going to tackle the issue in the opposite direction of the way “stuff” flows: uphill. We’ll start at film, then move onto TV, and then onto the CEOs themselves, and the strategy questions that still remain. But we start with the numbers driving this. Let’s dive in. Subscribe Most Important Story of the Week - Netflix Upends Their Corporate Hierarchy I’ve got a lot of thoughts, but we’ll start with the most common response to yesterday’s article. Let’s Talk Stock Price More than one person, responding to what I published two days ago, pointed out that, well, actually, the thing driving Netflix’s actions is this: In short, stock price! Even if Netflix isn’t obsessed with their own share price—they probably are, but, for the record, my strategic advice to every CEO is to absolutely ignore stock prices, which will, ironically, probably help the stock price long-term—most everyone thinks they are. By the way, I prefer market capitalization to stock prices, because it’s a more apples-to-apples way to compare companies: But there’s an even better way to look at it, and it kinda casts some doubt on the entire push here: price-to-earnings. I have a long list of articles that I wish I had written, and chief among them is an article titled, “Am I Still a Netflix ‘Bear’?” meaning someone who thinks Netflix’s stock is overvalued. As of last summer, Netflix had solved their biggest problem—which for me (circa 2019) was the lack of free cash flow—but their stock was CRAZY overvalued. That’s this chart here: Why did Netflix’s stock price increase to a price-to-earnings ratio of 50 last summer? What financial metric changed so quickly? Nothing. Given that, historically, mature entertainment companies average 10 to 20, with 16 being the average, that increase made little sense. Netflix’s stock swoon these last eight or so months wasn’t irrational; the stock price rise last year was. So if you want a really hot Netflix take, here it is: Netflix’s stock price has been going down because the financial industry recovered its senses, not because of any strategic mistake. Yes, that would imply that cleaning house may have been a mistake. That’s why the charts yesterday are so important, because they show that Netflix did have a strategic problem (a lack of hits) and that’s what they moved to address. (One could also argue the industry drastically overrated Netflix’s growth prospects, but that’s a financial industry problem, not a Netflix strategy problem per se. Some growth estimates are just crazy. *cough* AI *cough*) Now, the last time Netflix’s stock price crashed—circa 2022—it gave them an opening. I’d argue Netflix insiders knew they needed to expand post-COVID-19 crisis, adding advertising, cracking down on password sharing, and dabbling in sports. But if they had done that when their stock price was high, it would give folks a reason to second guess their strategy. (Arguably, last year, when Netflix pursued the Warner Bros. merger, it gave the industry a chance to review their business.) Instead, after the 2022 fall, they had the opening to make strategic changes. We may see Netflix pivot again following this latest slide. For example, the “binge versus weekly” conversation is alive and well again. Same for expanding into theaters even more. And adding both linear channels and streaming bundles. And maybe more either social, user-generated, vertical, or creator content. But the first shift came with who is making the content calls. A Message from Our Sponsor Last winter Pulp Fiction was on Netflix. For those same 90 days, it was also free, with ads, on Pluto TV and the Roku Channel. That is not a glitch, and it is not rare. The title has run on 20 different US streaming services since 2019, across 80 separate windows, and for more than 600 of those days it sat on a paid subscription service and a free ad-supported one at the same time. Almost nobody can see this, because when a title leaves a service, the record that it was ever there tends to leave with it. Reelgood keeps that record, dated to the day rather than the month: 4MM+ movie, show and episode titles across 300+ services globally, with timestamped arrivals, departures and moves across SVOD, AVOD, TVOD and vMVPD. Licensing teams price against every prior window. Rights teams check what a licensee actually delivered, and when. Pick a title you think you know: data.reelgood.com/title-availability Film - Dan Lin Want to know why I don’t opine on individual film or TV executives, especially new hires? Dan Lin. As I always caution, it’s really, really, really tough to predict which executives will succeed in new roles and which won’t. The successful head of co-production/finance partner, Rideback, Lin was considered for the head of DC Studios job before taking the job as the head of Netflix. By all accounts at the time, this was a smart hire. (That’s my read of the news coverage anyways.) But now that Netflix has fired Dan Lin, we got a slew of news stories about how he was doing a terrible job. In sports media, Bryan Curtis, new Substack writer/podcaster from The Ringer, calls this the “now you tell us” story, when you only hear the bad news after a star athlete leaves a sports team. In this case, now they tell us that Dan Lin was bad with talent after he got kicked out the door. So was Dan Lin a flop? It’s actually tough to say. While film moves faster than TV, even two years isn’t really enough time to evaluate a person’s output. The new head hasn’t really taken control. As Emily Horgan noted, it takes much longer than two years to produce animated films, so yeah, it’s definitely too early to judge in that domain. As for live-action films, I just published an article by Brandon Katz called “Netflix’s Summer of Bummer”, but I’d point out Netflix had a bad summer two years ago too. Arguably, their best summer came from KPop Demon Hunters last year and Happy Gilmore 2, the latter of which I saw credited to Lin. Then, the stories came out that Dan Lin clashed with talent, both Ben Affleck and Greta Gerwig, classic “now they tell us” factoids to explain his firing. This may have been true, but also should have been expected given that he was given the mandate to bring budgets back in check, especially after Rebel Moon. So if he made folks upset, well, that’s what he was hired to do! But also, he was described as “well-liked” at his hiring! In that case, I’m a bit sympathetic to Lin, since he may have been undercut by senior leadership, as often happens. Basically, a CEO hires a subordinate to be their “bad cop” and keep budgets in check, but then when talent complains, the CEO ends up undercutting them. That’s how I think you end up with a Narnia movie as expensive as any of the other flops, along with a film executive the town no longer likes. As a result, I think that Netflix is now executing a classic “hire the opposite” move by hiring Peter Rice. This phrase comes from my experience following football and basketball coaching decisions, where teams generally hire the opposite of who they just had. If you have an offense-minded head coach, hire the defensive guy. Or in college football, if you have a strong recruiter, then you pivot to an “X’s and Os” type of guy. Or in pro basketball, if you have a very analytically minded coach, you hire the player-friendly guy. I see that here. After dropping Scott Stuber—arguably a talent-friendly executive with lax budget control—Netflix hired the business guy to keep costs in check. Now Netflix is pivoting back to Peter Rice and presumably a more talent-friendly regime. (Disney, by the way, has done this twice: hiring business guys to succeed talent-friendly Bob Iger. It didn’t work out last time.) When it comes to Peter Rice…we’ll see! Maybe he works out, but maybe he doesn’t. I’d actually say the biggest problem is that Netflix still hasn’t solved its “IP Problem”, in that they don’t own much IP, so they just have a lower hit rate. The new executive won’t solve that. (Though buying Lionsgate would help.) Share “Content” - Bela Bajaria I almost published yesterday’s article after this column, but ended up flipping the order, because it told the story so well. So if you want the data for why Netflix is looking at TV to fix their problems, it’s in that article, this graph in particular: I know I just wrote that it’s often hard to judge executives, but Bajaria ran TV for six years and film for three and a half more. That’s more than enough to judge hit rates, and Netflix needs more hits. That’s the story. Since 2023, Netflix hasn’t had as many hit shows as it used to, and many of its previous power house TV shows have ended their runs (Stranger Things most of all). Also, many shows from 2020 to 2022 probably pre-dated Bajaria’s tenure. (That said, one thing may have been outside of Bajaria’s control, which I explain below.) Let’s lump some content strategy thoughts about Netflix and TV into one place: We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… Why I partially blame Squid Game for Netflix’s latest troubles… What is “the football trap”... Why it might not be the TV shows or films’ fault at all… What change I don’t think Netflix will make... How Bela Bajaria evolved Netflix’s TV strategy in smart ways… Whose departure likely submarined Bajaria’s final few years… One sneaky explanation for Netflix’s content struggles... And a whole lot more... ...please subscribe! We can only keep doing this great work with your support.
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