Core Insights - Atossa Therapeutics is advancing its investigational therapy (Z)-endoxifen for Duchenne Muscular Dystrophy (DMD) and associated pathologies, supported by new scientific publications and presentations [1][2][5] Mechanism and Efficacy - The published hypothesis article outlines how (Z)-endoxifen's pharmacology may address multiple disease drivers in DMD, including inflammation, fibrosis, and mitochondrial dysfunction [2][3] - (Z)-endoxifen modulates estrogen receptors and inhibits PKC, potentially slowing disease progression when used alongside standard care [3][6] - The therapy may provide more consistent therapeutic exposure compared to tamoxifen by avoiding CYP2D6 metabolic variability [3] Research Developments - A second manuscript is under review, focusing on (Z)-endoxifen's role in modulating utrophin expression, which could offer a mutation-agnostic therapeutic approach for DMD [4] - Atossa plans to leverage the published framework for preclinical validation and clinical study design, assessing safety and pharmacodynamics relevant to muscle and cardiac performance [9] Target Population - The upcoming presentation will address symptomatic female carriers of DMD, a group that may experience significant health issues, with 2.5–19% showing skeletal muscle symptoms and 7.3–16.7% developing dilated cardiomyopathy [5][10] Strategic Outlook - The company emphasizes the need for a multi-pathway approach to DMD treatment, positioning (Z)-endoxifen as a potentially scalable and accessible option alongside genetic therapies [15] - Management highlights the importance of rigorous testing and regulatory engagement to accelerate development for patients [7][8]

Zillow is the most popular real estate website in the United States. The company has transformed the way people buy, sell, and rent homes, or at least dream about that kind of thing. >> We are one of the first apps on the iPhone, and that really created the category.>> Realtor. com, Zillow, some of the other aggregation sites that are out there provided an experience for consumers that wasn't there before. Zillow, what they have an advantage on is just the scale of traffic that they've got is quite substant ...

Housing Market Trends - Zillow reports that 59% of renters intending to move within the next year plan to continue renting [1] - The average homeowner now takes 7 to 10 years for owning to make more financial sense than renting, considering mortgage interest rates, home value appreciation (expected to rise less than 2% year-over-year), rent price growth, and opportunity costs [2][3] - In expensive coastal metros like New York City and San Francisco, it can take 15 to 20 years to break even on buying, while in more affordable metros like Memphis or St Louis, it takes 3 to 4 years [4][6] - Prior to the pandemic, the buy-rent break-even point was 2 to 3 years nationwide [7] Renting vs Buying - Renting can be a smart long-term financial option, leading to the rise of the lifestyle renter who values flexibility and freedom [7][8] - The decision to rent or buy depends on personal lifestyle choices and how long one plans to stay in a place [8][9] Advice for Aspiring Homeowners - Improve credit, debt-to-income ratio, and savings to land a better interest rate [11] - Utilize tools like Zillow's Buiability to determine affordability on a monthly basis [12] - Form a team of experts, including a great agent and loan officer, to gain a competitive advantage [13] Future Outlook - Any cuts in mortgage rates or reduction in prices will help affordability and bring more buyers to the market, shrinking the buy-rent break-even time horizon [14] - Even if mortgage rates were to come down dramatically, only 37% of renters said they would buy a home, indicating a continued preference for renting due to lifestyle reasons [15]

Core Insights - Atossa Therapeutics is advancing its research on (Z)-endoxifen for breast cancer treatment and prevention, with four abstracts accepted for presentation at the upcoming San Antonio Breast Cancer Symposium (SABCS) [1][2]. Presentation Details - The first poster presentation will cover initial results from the RECAST DCIS trial, focusing on active surveillance and novel endocrine therapy agents for DCIS management, scheduled for December 11, 2025 [3]. - The second presentation will discuss the use of low-dose (Z)-endoxifen in the I-SPY2 Endocrine Optimization Pilot, also on December 11, 2025 [3]. - The third presentation will explore how (Z)-endoxifen maintains ER antagonist function against ESR1 mutants, scheduled for December 12, 2025 [3]. - The final presentation will detail a randomized Phase 2 non-inferiority trial comparing (Z)-endoxifen plus Goserelin versus Exemestane plus Goserelin as neoadjuvant treatment for premenopausal women with ER+/HER2- breast cancer, set for December 12, 2025 [3]. Company Overview - Atossa Therapeutics is a clinical-stage biopharmaceutical company focused on developing innovative therapies for unmet needs in breast cancer, emphasizing disciplined capital allocation to support future regulatory submissions and potential commercialization [4].

Core Insights - The article discusses the current state of the housing market, highlighting trends and potential shifts in demand and pricing dynamics [1] Group 1: Market Trends - There is an increasing interest in housing market stories, indicating a growing concern or curiosity among investors and consumers [1] Group 2: Subscription Growth - The ResiClub newsletter is gaining traction, suggesting that more stakeholders are seeking insights and analysis on housing market developments [1]

Core Viewpoint - The law firm Shamis & Gentile, P.A. is investigating potential breaches of fiduciary duties by directors and officers of Zillow Group, Inc. in light of a Federal Trade Commission lawsuit alleging anti-competitive behavior [1][2][4]. Group 1: Investigation Details - The FTC lawsuit, filed on September 30, 2025, claims that Zillow paid Redfin at least $100 million to exit the apartment rental advertising market, which allegedly suppressed competition [2][3]. - The complaint suggests that this payment was intended to reduce competitive pressure in the multi-family listing and rental advertising space, thereby limiting consumer choice and allowing Zillow to maintain its market dominance [3]. Group 2: Potential Consequences - Shamis & Gentile, P.A. is assessing whether Zillow's board and senior executives failed to prevent the alleged anti-competitive conduct, which could lead to significant reputational and economic harm to the company [4]. - Long-term shareholders of Class A or Class C Zillow shares may have the opportunity to seek corporate governance reforms and recovery of funds, all at no cost to them [5]. Group 3: Law Firm Background - Shamis & Gentile, P.A. is dedicated to advocating for shareholders and pursuing claims that enhance corporate accountability and governance reforms, having recovered over $1 billion for consumers nationwide [5].

Core Insights - The individual investor emphasizes a diversified investment approach, incorporating fundamental, technical, and momentum investing strategies to enhance their investment process [1]. Investment Approach - The investor believes in the merits of various investment strategies, including fundamental investing, technical analysis, and momentum investing, to refine their investment process over the years [1]. Purpose of Writing - The intention behind writing on Seeking Alpha is to track the performance of investment ideas and connect with like-minded investors who share similar interests [1].

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - Zillow Group reported Q3 2025 adjusted EPS of 44 cents, missing the Zacks Consensus Estimate of 45 cents, but reflecting a 25.7% year-over-year increase [1][8] - Total revenues reached $676 million, exceeding the Zacks Consensus Estimate of $669 million, and showing a 16.4% year-over-year improvement [1][8] Revenue Breakdown - For-sale revenues increased by 9.9% to $488 million, with residential revenues of $435 million rising 7.4% year over year, supported by growth in agent and software offerings [2] - Mortgage revenues surged 35.9% year over year to $53 million, driven by a 57% increase in purchase loan origination volume to $1.3 billion [2] - Rental revenues grew 41.5% year over year to $174 million, primarily due to a 62% increase in multifamily revenue [3] Cost and Profitability - The adjusted EBITDA margin improved by 200 basis points to 24% of revenues, amounting to $165 million, attributed to strong revenue growth and cost discipline [3] - However, the cost of revenues rose 32.1% year over year to $185 million, influenced by increased lead acquisition costs and ad-serving expenses [4] User Engagement - Online traffic on Zillow's mobile applications and sites increased by 7% year over year, reaching 250 million average monthly unique users, with visits improving by 4% to 2.5 billion [3] Financial Position - Zillow ended Q3 2025 with $1.4 billion in cash and investments, up from $1.2 billion at the end of the previous quarter [5] Future Outlook - For Q4 2025, Zillow expects total revenues between $645-655 million and adjusted EBITDA of $145-155 million, with for-sale revenues projected to grow in the high single digits [6] - Rental revenues are anticipated to rise over 45% year over year, driven by accelerated multifamily revenue growth [7] - For the full year 2025, management projects mid-teens revenue growth and rental revenue growth of around 40% year over year, along with adjusted margin expansion and positive GAAP net income [7]

Core Insights - Zillow reported quarterly earnings of $0.44 per share, slightly missing the Zacks Consensus Estimate of $0.45 per share, but showing an increase from $0.35 per share a year ago, resulting in an earnings surprise of -2.22% [1] - The company achieved revenues of $676 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.05% and reflecting a year-over-year increase from $581 million [2] - Zillow's stock has underperformed the market, losing approximately 3.4% since the beginning of the year, while the S&P 500 has gained 17.2% [3] Earnings Outlook - The future performance of Zillow's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $645.96 million, and for the current fiscal year, it is $1.67 on revenues of $2.57 billion [7] Industry Context - Zillow operates within the Internet - Services industry, which is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of Zillow's stock may also be influenced by the overall industry outlook, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]