i want to bring in our terrorist analyst and retired colonel jack jacobs, an msnbc military analyst.ou worked as a terrorism finance analyst at the u.s. department of the treasury and you played an integral role in the designation of numerous terrorist financiers. when you look at this deal and what's been part of it, i'm unaware of any major finance requirements at least in this deal we have details on at the moment. if you're aware of them, can you please tell us about them? if you're not, should there have been some? >> i think thankfully we've seen -- it's a hostage diplomacy situation here where anyone is paying ransom. i think that's important. it's the last thing israel would want to do, the last thing the united states would want to do. hamas is already getting quite a bit out of this deal, not just the release of some of the prisoners who themselves are guilty of violent crimes but we're seeing a significant amount of fuel and other goods being transferred into the gaza strip. of course that will go to benefit the gaza population, but we know that hamas is going to divert a

military colonel an msnbc military analyst, jack jacobs. xperience in international hostage recovery, rob d'amico. colonel jack, snag, hiccup, a bump in the road? is that what you saw today? the president and the americans having to get involved in making sure that we got to, what we believe, will be a successful transfer of hostages today? it is late in the day. we are about a half day behind from yesterday. we now have -- okay. we just got this in with some breaking news. the second group of hostages that we were just talking about, we understand that that is happening. let's go to david noriega in israel at the moment. david, what do we know? and the last few minutes hamas is saying on one of the official telegram channels and has handed the hostages over to the red cross. additionally, an idf spokesperson has told nbc news that they've heard from the red cross that the hostages are now in their custody and are on the way to the rafah crossing along the gaza strip. this process that we have been waiting for appears to be underway. it is a

army colonel jack jacobs, an msnbc military analyst, and medal recipient.rs to be a successful deal, both sides have released the hostage abductees as they said they were going to do. what might you be looking out militarily in terms of what might cause this to fall apart? >> well, to paraphrase, this is the end of the beginning. and the beginning of a very long road. militarily, the offense and the defense are going to be doing two different things. the defense, which is hamas, is going to be reinforcing its positions, making sure that it's supplementary, secondary positions are booby trapped, the united states is concerned about the supplies, particularly fuel being delivered to gazans, commandeered by hamas and used for military purposes. some of that is undoubtedly going to happen, redistributing ammunition and so on. the israelis, the idf, is going to be watching all of this as best they can from overhead from drones and so on, to garner intelligence about where hamas physically is located so that if, as and when the cease fire ends and hostilities res

for more we are joined by retired colonel jack jacobs. israeli forces are still inside the al-shifa hospital after going in for the second time in 24 hours, and they say they have found a 47s, hand grenade, military uniforms and a laptop with a photo of a kidnapped israeli soldier on it. does that sound like a hamas military headquarters to you? >> it doesn't sound like a headquarters, but we have to remember that hamas has a wide variety of positions inside gaza and that whenever you establish a defensive position as hamas has, you always have alternate and supplementary positions to which you can go. somewhere in gaza is some kind of headquarters, but hamas has always been fragmented and the likelihood is that there are lots of places where hamas has can command and control headquarters from which they can exert some modicum of control over the defense, ana. >> is it israel's responsibility now to care for the injured palestinians that were using this hospital as shelter? what are the wartime rules for a situation like this? >> well, th

army colonel jack jacobs and an msnbc military analyst.onel, i guess now there's potentially some breathing room with the truce extended by two days. then what? what does restarting this war look like? >> well, it's interesting, there are so many different pressures on netanyahu and the idf. there are some inside and outside israel who would like to see the cease fire continue, and that the primary objective is to get the prisoners back. there are others who would much prefer the war to continue, the offensive to continue, and the destruction of hamas, which was the original objective, for that to be the primary objective. for hamas, they would like to see the cease fire continue indefinitely. it's very difficult to envision how this all plays out. hamas has no motivation to release all the prisoners, and certainly not the last americans because that keeps pressure on the united states, who keeps pressure on israel, to continue the cease fire. it makes it extremely difficult to see what happens next. for those inside israel, and outside is

i want to bring in medal of honor recipient nbc military analyst colonel jack jacobs who joins us on the phone. jack, when you see another release -- and we have seen them consistently now over the course of the last five days it is and potentially an extension -- every time they keep their end of the bargain, every time today potentially 12 hostages are released, does it give some surety, does it give some hope that it will continue this way, or is it every day, every day is a new day? >> well, it's a little bit of both. obviously if they keep releasing hostages, ultimately they'll run out of hostages to release, and the calculus for the israeli government is what do they do then? but it does give hope every day when people are released and repatriate on both sides, but that can't last forever, and it's a piece like this -- and it's not a piece really, just a cease fire -- is extremely fragile. it doesn't take very much to break it, and it could be broken not necessarily by either side, either hamas or the idf, but it could be broken by one of the other players in the region motivate

and a former treasury department spokesperson, and also with us retired colony jack jacobs. thank you both for your time today. what should we be reading into this delay in the transfer of hostages from one side to the other? >> transferring of hostages is usually extremely complicated. that's the case -- we have seen that when it came to the release of brittney griner from russia. it's the -- logistics can be difficult and trying. all the questions of who is transferring whom, at what point, is it the same moment, who is facilitating? is the u.n. receiving them and then moving them? all those small details have to be figured out. you are dealing with two sides that deeply, deeply don't trust each other. nor would they. as a result of that, any small detail that isn't hammered out is going to lead to those gaps and will further deepen the divide of trust. that's where you need the mediators like qatar and egypt and the united states, of course, to help figure that out and help ensure that this is the -- these are the hostages being traded, this is how this is going to happen

. >> kelly, while we've got you, colonel jack jacobs was noting that the president mentioned at the end of his comments, and he had to couch it, you remember that, he was talking about saudi arabia and iran's involvement in the area and that may have precipitated this very attack. he was talking about it very carefully. what did you make of his comments on that? >> reporter: the president pointed out that he had no proof that that was a triggering event for hamas's action, but he has been working for a long time trying to achieve recognition for israel with some of the other countries in the region. we have seen some progress on that in the last decade or so. and the president talked about having an agreement that would open up both a pipeline and rail traffic. those are the tools of bringing about peaceful interaction when there's commerce and when there's an ability to move about, and those are big steps forward for the region, and wanting to have kind of new relationships. and the president has been a vocal supporter of that, working with saudi arabia and others, and he says that he

jack: got it. jacobs switch to the pharmaceutical industry, a company called vertex did very well. what i think is is interesting is this painkiller that is a non-opioid painkiller. that could have, really be great news in terms of the opioid epidemic. >> the company says they could announce the trial results of those, several of them, within the next year roughly. some of the results might be less than that time frame. analysts think that this could be about $5 billion revenue annual opportunity. the market for this is tens of billions of dollars over the next several years, so this is a big opportunity. you're talking about a company that in a few years could hit $14-15 billion in revenue with the other drugs that they're selling, so you really is have to pay attention what happens with the research and development spend and what happens with profit margins. but you're talking about maybe something in the ballpark of a 30% lift to earnings for this company. does that mean you want to buy the stock? wel