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Why Moderna fell, Knicks employees were duped, and an Alaska estate

Moderna’s cancer-vaccine trial cleared a clinical bar but missed investor hopes, alongside discussions of phishing, medical data, and AI at home.

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Moderna: clinical progress, market disappointment

Detailed results from a Phase 3 trial of a personalized cancer vaccine surfaced ahead of their scheduled presentation. Used alongside Keytruda, the treatment is designed around mutations specific to a patient’s tumor. The relative-risk reduction discussed on the show was 42%, below the 49% figure previously cited. The trial succeeded, but the result fell short of market expectations and Moderna shares dropped sharply after the leak.

The hosts also recount influencer Togei’s switch from call options to puts shortly before the decline. They frame the timing as an extraordinary stroke of luck, not a repeatable trading playbook.

Security tests and sensitive data

A simulated phishing email at Madison Square Garden promised championship rings to employees; those who clicked were sent to cybersecurity training. The segment debates whether a test built around an emotionally meaningful reward crosses a line. Separately, Quest Diagnostics reported unauthorized access to Quantum LSM, while the scope of any exposed patient information remained under investigation.

AI in family life, and engineered biology

Joe Lonsdale described using Grok for household organization and parenting-related questions. The conversation raises trust and reliability concerns around AI advice. The closing discussion turns to proposed military applications of genetic engineering, which the hosts present as ambitions rather than established capabilities.

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