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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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Regulatory filingGlobeNewswire· June 14, 2026

Menarini Group Reports Data from the Phase 3 SENTRY Trial of Selinexor (NEXPOVIO®) Plus Ruxolitinib in Myelofibrosis at The European Hematology Association (EHA) 2026 Congress

View original at globenewswire.com
Menarini Group Reports Data from the Phase 3 SENTRY Trial of Selinexor (NEXPOVIO®) Plus Ruxolitinib in Myelofibrosis at The European Hematology Association (EHA) 2026 Congress The combination of selinexor plus ruxolitinib met the first co-primary endpoint demonstrating a statistically significant improvement of spleen…
Opening lines of the source · GlobeNewswire · short snapshot — read the full document at the original

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  • Myelofibrosis incidence is approximately 1-2 per 100,000 individuals per year, and median survival after diagnosis is six years

    60% confidence
  • Menarini Group has a turnover of $5.5 billion, over 17,000 employees, 18 production sites, 9 R&D centers, and products available in 140 countries

    60% confidence
  • SENTRY met its first co-primary endpoint: selinexor plus ruxolitinib achieved SVR35 of 49.8% vs 28.0% for ruxolitinib alone at week 24, a statistically significant improvement

    60% confidence
  • Consistent SVR35 benefit was observed across prespecified subgroups, including patients receiving less than 15 mg of ruxolitinib per day

    60% confidence
  • Variant allele frequency (VAF) reduction was observed in 32% of patients in the selinexor plus ruxolitinib arm vs 23.9% in the ruxolitinib alone arm at week 24, indicating potential for disease modification

    60% confidence
  • The selinexor plus ruxolitinib combination demonstrated a manageable safety and tolerability profile consistent with known individual profiles of selinexor and ruxolitinib, with no new safety signals observed

    60% confidence
  • The strength of the spleen response and encouraging early overall survival data from SENTRY creates hope for a potential new treatment option for myelofibrosis patients

    60% confidence
  • SENTRY did not meet the second co-primary endpoint (Abs-TSS): combination arm showed 9.9 point improvement vs 10.9 point improvement for ruxolitinib alone at week 24, with no statistically significant difference between arms

    60% confidence
  • Early overall survival data from SENTRY showed greater than 50% reduction in risk of death for patients receiving selinexor combination versus ruxolitinib alone, with hazard ratio of 0.43

    60% confidence
  • Post-hoc analysis from Phase 3 SENTRY and new Phase 1 SENTRY data suggest SVR35 may predict overall survival

    60% confidence
  • Spleen reduction is the essential goal of myelofibrosis treatment, and SENTRY's rapid, deep and durable results are associated with potential overall survival benefit and represent a potential new therapeutic advance

    60% confidence

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