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Friday, August 1, 2025

Zelensky Calls For Western Allies To Seek 'Regime Change' In Russia

 Ukrainian President Volodymyr Zelensky has publicly called for Western-supported regime change in Russia, arguing it is the only way to ensure long-term security against "Russian aggression."

He further claimed that if there's not change of government in Moscow, then all of Europe is under threat. The provocative words were issued during a virtual speech marking the 50th anniversary of the Helsinki Final Act, or Helsinki Accords.

"If the world doesn’t aim to change the regime in Russia, that means even after the war ends, Moscow will still try to destabilize neighboring countries," Zelensky said, claiming that this will be the case even if Russia is compelled to end the war through a ceasefire.

He also urged the Western allies to seize and not just freeze Russian assets and use them to help defend against Russian forces, through more arms purchases and defense funding. 

This comes after one of the single deadliest Russian strikes on Kiev early Thursday morning, which demolished an apartment building, and left at least 28 dead and over 120 wounded.

In response, Russian Foreign Minister Sergey Lavrov once again reiterated that Russia has not threatened the EU and instead accused the bloc of drifting toward what he called a "fourth Reich".

The Kremlin has consistently rejected Western assumptions that its war aims in Ukraine are 'expansionist' in nature, or that nearby NATO states will be invaded.

On the negotiations front, there's been no momentum whatsoever, and even behind-the-scenes efforts of the White House to engage top Russian officials have proven fruitless. President Trump has been turning back toward strongly supporting Ukraine of late.

Russia has signaled willingness to negotiate and has participated in various talks; however it refuses to recognize Zelensky as a legitimate head of state, citing the expiration of his term using the excuse of martial law.

Any future or final peace agreement must be signed by what Russia deems a legitimate Ukrainian authority, at a moment Zelensky has called for direct talks with Putin.

But until Zelensky agrees to territorial concessions, or at the very least giving of claims of sovereignty over Crimea, for example, Putin will see little incentive in any direct dialogue at the negotiating table.

The same could be true of President Trump, who is threatening more sanctions if a peace deal isn't made by August 8. Putin has in response pointed out that Russian ground forces are advancing all across the frontlines in Ukraine.

https://www.zerohedge.com/geopolitical/zelensky-calls-western-allies-seek-regime-change-russia

Trump Deploys 2 Nuclear Subs After Medvedev's "Foolish, Inflammatory" Statement

 The war of words just escalated to something far more ominous...

On Tuesday, former Russian President Dmitry Medvedev issued the Kremlin's response to President Trump's Monday announcement from Scotland that he's reducing a deadline for Russia to agree a peace settlement from 50 days to 10 or 12 days, citing 'disappointment' in Putin not ending or at least winding down the war.

Medvedev warned: "Russia isn't Israel or even Iran" and thus that "Each new ultimatum is a threat and a step towards war. Not between Russia and Ukraine, but with (Trump's) own country."

That followed comments by Medvedev that Trump 'steamrolled, humiliated' Europe with his trade deal.

Then ThursdayTrump told Medvedev to "watch his words"

And now, Friday morning, President Trump took to his Truth Social account and escalated from words to actions moving two nuclear submarines to be positioned “in the appropriate regions” based on “highly provocative” statements from former Russian President Dmitry Medvedev.

“Words are very important, and can often lead to unintended consequences, I hope this will not be one of those instances,” Trump says

As we noted earlier, Trump's position, based on his latest remarks, is that the war "should be stopped, It’s a disgrace.And yet the US still appears unwilling to strongly pressure Zelensky to make territorial concessions and to declare Ukraine will never join NATO. Washington also still continues arming Kiev.

These things remain red lines for Russia.

Just lucky that there is no Autonomous AI running the show, then we could be in real trouble?

We anxiously await Medvedev's response (kinetic or otherwise).

https://www.zerohedge.com/markets/trump-deploys-2-nuclear-subs-after-medvedevs-foolish-inflammatory-statement

Silexion Cancer Drug Achieves 97% Tumor Inhibition, Tackles Previously Resistant Mutation



Silexion Therapeutics (NASDAQ: SLXN) has announced breakthrough preclinical data for its RNA interference therapy SIL204, demonstrating exceptional cancer cell growth inhibition rates. The study showed up to 97% inhibition in pancreatic cancer cells and 90% in colorectal cancer cells, including first-time evidence against the KRAS Q61H mutation.

Key findings revealed dose-dependent inhibition of up to 94% in pancreatic cancer cells with KRAS G12D mutations, 97% inhibition in pancreatic cancer cells with KRAS Q61H mutations, and nearly 90% inhibition in colorectal cancer cells with KRAS G12D mutations. The company is preparing for a Phase 2/3 clinical trial in Q2 2026 to investigate SIL204 for KRAS-driven solid tumor cancers.

Mixed views on Zynex

 

DateActionAnalystRating ChangePrice Target Change
TodayUpgradeLadenburg ThalmannNeutral → Buy$3.70
TodayDowngradeH.C. WainwrightBuy → Neutral

https://finviz.com/quote.ashx?t=ZYXI&p=d

'Zynex (ZYXI) Upgraded to 'Buy' with New Price Target'

 Zynex (ZYXI, Financial) has received an upgrade from Ladenburg, which changed its rating from Neutral to Buy. The firm has set a new price target for the stock at $3.70, signaling increased confidence in the company's future performance.

Zynex Inc, a company engaged in the manufacturing and marketing of medical devices, operates primarily in the healthcare sector under the medical distribution industry. The company focuses on electrotherapy and pain management products, designing, manufacturing, and marketing devices that treat chronic and acute pain and activate and exercise muscles for rehabilitative purposes using electrical stimulation. Zynex's product line includes NexWave, NeuroMove, InWave, and E-Wave, among others. With a market capitalization of approximately $63.35 million, Zynex is positioned within a competitive industry landscape.

Financial Health Analysis

Analyzing Zynex's financial health reveals a mixed picture:

  • Revenue Growth: The company reported a trailing twelve-month revenue of $172.4 million. However, revenue growth has slowed, with a 1-year decline of 0.5% and a total revenue growth decline of 8.6% over the same period.
  • Profitability: Zynex's profitability metrics indicate challenges, with an operating margin of -4.43% and a net margin of -4.3%. The gross margin stands at 77.67%, slightly below the median of 79.31%.
  • Balance Sheet Strength: The company's current ratio is 3.46, indicating a strong liquidity position, while the quick ratio is 2.63. However, the debt-to-equity ratio is notably high at 3.52, suggesting significant leverage.
  • Warning Signs: The Altman Z-Score of 2.58 places Zynex in the grey area, indicating potential financial stress. Insider activity shows no recent purchases, with insider sales valued at $802,578 over the past 12 months.

Business Performance

Zynex's business performance is characterized by several key trends:

  • Revenue Trends: Despite a 5-year revenue growth rate of 36.2%, recent declines highlight potential challenges in sustaining growth.
  • Operational Efficiency: The company's operating margin has been in a 5-year decline, averaging a decrease of 30.6% per year, indicating efficiency issues.
  • Industry Considerations: Operating in the medical distribution industry, Zynex faces competition from other healthcare device manufacturers, necessitating innovation and market differentiation.

Valuation & Market Sentiment

Examining Zynex's valuation and market sentiment provides further insights:

  • Valuation Metrics: The price-to-sales (P/S) ratio is 0.39, close to its 5-year low, suggesting potential undervaluation. The price-to-book (P/B) ratio is 3.04, within historical ranges.
  • Analyst Targets: Ladenburg's upgrade and new price target of $3.70 reflect increased confidence in Zynex's future prospects.
  • Technical Indicators: The relative strength index (RSI) of 41.97 suggests the stock is neither overbought nor oversold. Moving averages indicate a downward trend, with the 200-day SMA at 5.25.
  • Ownership: Institutional ownership stands at 21.96%, while insider ownership is relatively high at 43.27%, indicating significant insider confidence.

NeuroSense Business Update and Progress for the First Half



NeuroSense Therapeutics (NASDAQ: NRSN) provided a comprehensive business update for H1 2025, highlighting progress in its ALS treatment development. The company's lead candidate PrimeC showed promising Phase 2b results, with treatment slowing functional decline by ~40% and improving overall survival by 74% in the per-protocol population.

Key developments include regaining Nasdaq compliance through a $5M private placement, advancing manufacturing capabilities to commercial scale, and preparing for a Phase 3 trial in H2 2025. The company reported reduced R&D expenses of $2.5M (down 32.9% YoY) and maintained stable G&A expenses at $2.2M.

NeuroSense is pursuing regulatory pathways including a planned NOC/c submission in Canada and continues discussions for a potential global pharmaceutical partnership following a Q4 2024 binding term sheet.

Sensei Biotherapeutics to present cancer therapy data at ESMO 2025

 Sensei Biotherapeutics, Inc. (NASDAQ:SNSE), a micro-cap biotech company currently valued at $8.77 million and trading at $6.96, will present clinical data from its Phase 1/2 trial of solnerstotug, alone and in combination with Regeneron’s PD-1 inhibitor Libtayo (cemiplimab), at the upcoming European Society for Medical Oncology Congress in Berlin. 

The presentation, scheduled for October 17, 2025, will feature results from the dose expansion cohort studying patients with advanced solid tumors that have shown resistance to prior PD-(L)1 therapy. 

Dr. Kyriakos Papadopoulos, Co-Director of Clinical Research at START in San Antonio, will deliver the presentation titled "Results from a Phase 1 expansion cohort of solnerstotug (pH-selective anti-VISTA antibody) combined with cemiplimab in patients with advanced solid tumors resistant to prior PD-(L)1 therapy."

Solnerstotug is Sensei’s lead product candidate, designed as a conditionally active antibody that blocks the VISTA checkpoint selectively within the low pH tumor microenvironment. According to the company, VISTA acts as a suppressor of T cells by binding the receptor PSGL-1.

The clinical-stage biotechnology company focuses on developing what it calls Tumor Microenvironment Activated biologics (TMAb), which are conditionally active therapeutics designed to function specifically within the tumor microenvironment.

https://www.investing.com/news/company-news/sensei-biotherapeutics-to-present-cancer-therapy-data-at-esmo-2025-93CH-4160553