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AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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Press releaseGlobeNewswire· May 21, 2026

Aktis Oncology Reports First-in-Human Clinical Imaging and Dosimetry Data for AKY-2519 Demonstrating Robust Tumor Uptake and Limited Normal Tissue Exposures in Patients with B7-H3 Expressing Tumors

View original at globenewswire.com
Aktis Oncology Reports First-in-Human Clinical Imaging and Dosimetry Data for AKY-2519 Demonstrating Robust Tumor Uptake and Limited Normal Tissue Exposures in Patients with B7-H3 Expressing Tumors Data to be presented across two posters at the 2026 American Society of Clinical Oncology (ASCO) Annual MeetingCombined re…
Opening lines of the source · GlobeNewswire · short snapshot — read the full document at the original

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  • Preliminary data from the AKY-1189 (Nectin-4 targeting) Phase 1b trial is expected in Q1 2027.

    60% confidence
  • Administration of AKY-2519 was generally well tolerated with no adverse events or infusion-related reactions reported with either [68Ga]Ga-AKY-2519 or [177Lu]Lu-AKY-2519 in the mCRPC assessment.

    60% confidence
  • AKY-2519 offers a potentially differentiated therapeutic option for patients with B7-H3 expressing tumors, including mCRPC, lung cancer, and colorectal cancer.

    60% confidence
  • B7-H3 is highly expressed in mCRPC, lung, colorectal and various other solid tumor types with limited expression in normal tissues; high expression is associated with poor prognosis and lack of response to certain therapies.

    60% confidence
  • AKY-2519 demonstrated robust tumor uptake and retention in tumors for at least 6 days after administration in mCRPC patients.

    60% confidence
  • AKY-2519 has the potential to expand targeted radiopharmaceuticals to broader patient populations, and low predicted salivary gland dose suggests a unique profile as a B7-H3-targeted agent for mCRPC versus PSMA-targeting agents.

    60% confidence
  • Preliminary data from the AKY-2519 mCRPC Phase 1b trial (PLUVICTO-naïve and PLUVICTO-experienced) is anticipated in 2027.

    60% confidence
  • Administration of [68Ga]Ga-AKY-2519 was generally well tolerated with no adverse events or infusion-related reactions in the 18-patient solid tumor imaging assessment.

    60% confidence
  • Combined predicted absorbed doses in tumors and normal tissues suggest a wide therapeutic index and a favorable profile for AKY-2519 compared to approved radiopharmaceuticals.

    60% confidence
  • Tumor uptake distribution of [68Ga]Ga-AKY-2519 is comparable to [68Ga]Ga-PSMA-11 at the standard 60-minute time point, with AKY-2519 uptake continuing to increase over time.

    60% confidence
  • Aktis expects to initiate a second Phase 1b trial of AKY-2519 in various B7-H3 expressing tumor types in the second half of 2026.

    60% confidence

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