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Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is actively discussed after its recent earnings report, coupled with strategic acquisitions and a major AI security partnership with Google Cloud, as the community expresses mixed views on the cybersecurity leader's aggressive expansion and valuation in the evolving AI threat landscape.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending after receiving FDA Fast Track designation for its sonelokimab in PPP, with anticipation building for its upcoming Investor Day and significant clinical data updates across multiple inflammatory disease indications. The community widely views the stock as "extremely undervalued" given the nanobody drug's "best-in-class" potential, leading to persistent buyout speculation and investor frustration over current price volatility.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group (DJT) is trending as its stock price significantly declines, with the community widely discussing its drop below its initial SPAC price, fueling predominantly bearish sentiment and intense debate over its valuation and ties to political controversies.

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Cape Canaveral, FL.

Starfighters Space Inc

Starfighters Space (FJET) is trending as its IPO quiet period concludes and investors await potential news regarding an FAA Space Launch license, fueling community debate over its tiny float and high short interest, particularly amidst broader speculation for the upcoming Space X IPO.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix is trending as its AXPAXLI drug met the primary superiority endpoint in a Phase 3 wet AMD trial, but a surprising sell-off has ignited a community debate on whether the market overreacted to the control arm's performance, fueling speculation of a strategic buying opportunity and potential acquisition.

Atomera, Inc. engages in the development, commercialization, and licensing of proprietary processes and technologies for the semiconductor industry. It developed Mears Silicon Technology, which increases performance and power efficiency in semiconductor transistors. The company was founded by Robert Mears on November 26, 2001 and is headquartered in Los Gatos, CA.

Atomera Inc

ATOM is trending with extraordinary volume after its recent earnings call, where management expressed high confidence in securing near-term licensing and commercial agreements for its MST technology in next-gen chips crucial for AI, sparking both bullish excitement for a valuation reset and skepticism among those wary of past unmet promises.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending following its NYSE debut and SPAC merger today, with the community enthusiastically discussing its advanced neutral-atom quantum technology, significant partnerships with NASA and NVIDIA, and immediate revenue streams, positioning it as a potentially undervalued leader in the transformative quantum sector.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

COMPASS Pathways is trending following positive Phase 3 trial results for its COMP360 psilocybin therapy in treatment-resistant depression, with the community highlighting its strong efficacy and potential as a first-to-market solution in the evolving psychedelic therapeutics sector. This is further fueled by accelerated commercialization plans and FDA clearance for PTSD trials, sparking significant bullish sentiment and talks of short squeezes.

Cadence Design Systems, Inc. engages in the provision of design and development of integrated circuits and electronic devices. It operates through the following geographical segments: Americas, Asia, EMEA, and Japan. The company was founded by Alberto Sangiovanni-Vincentelli, Gudmundur A. Hjartarson, K. Bobby Chao, and K. Charles Janac in June 1988 and is headquartered in San Jose, CA.

Cadence Design Systems, Inc.

Cadence Design Systems is trending following strong Q4 earnings that surpassed estimates and an encouraging FY26 outlook, driven by robust demand for its AI-driven product portfolio and a record backlog. The community is actively discussing its pivotal role in semiconductor design for the AI era, while also debating its current valuation and potential for further growth.

Caesars Entertainment, Inc. engages in the management of casinos and resorts under the Caesars, Harrah's, Horseshoe, and Eldorado brands. It operates through the following segments: Las Vegas, Regional, Caesars Digital, Managed and Branded, and Corporate and Other. The company was founded in 1937 and is headquartered in Reno, NV.

Caesars Entertainment Inc

Caesars Entertainment is trending as its stock rallied despite a substantial GAAP EPS loss, fueled by record performance in its Digital segment and an optimistic 2026 outlook. The community is actively debating whether the market is overplaying digital growth and future debt reduction plans against the significant loss and persistent concerns about management and the brick-and-mortar business.

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$NVO CEO throws shade at Pfizer for overpaying for Metsera, and admits they’re looking for “deals”.  Both $ALT &amp; $VKTX are likely takeout candidates in this space. $GPCR too ⏰ 

“We need … multiples of different assets to deal with the diversity of the patient population that these two therapy areas entail,” the CEO said. “Many of those solutions we have in-house … but we will also continue looking outside and see what has been made by others that complements what we have in our pipeline.”

https://www.fiercebiotech.com/biotech/novos-ceo-wishes-pfizer-luck-metsera-drug-still-seeks-own-monthly-glp-1

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Novo Nordisk's CEO was magnanimous about Pfizer's victory in last year's bidding war over an obesity biotech, but the Danish pharma is making no secret of the fact it remains on the lookout for a s | Novo Nordisk's CEO was magnanimous about Pfizer's victory in last year's bidding war over an obesity biotech, but the Danish pharma is making no secret of the fact it remains on the lookout for a similar prize.

Fierce Biotech

Novo's CEO 'wishes Pfizer luck' with Metsera drug but still seeks own monthly GLP-1

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Structure Therapeutics Inc - ADR

 CEO throws shade at Pfizer for overpaying for Metsera, and admits they’re looking for “deals”.  Both 

 are likely takeout candidates in this space. 

 too ⏰ 

“We need … multiples of different assets to deal with the diversity of the patient population that these two therapy areas entail,” the CEO said. “Many of those solutions we have in-house … but we will also continue looking outside and see what has been made by others that complements what we have in our pipeline.”



Fortress Biotech Inc

SELLAS Life Sciences Group Inc

Tonix Pharmaceuticals Holding Corp

C4 Therapeutics Inc

Nuvation Bio Inc - Ordinary Shares - Class A

Immuneering Corp

Jeffs Brands

Jeff Conroy

@JuggernautRaider Every single large big pharma CEO is stating they are looking for deals, it is go time for Durso.

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Money

 Every single large big pharma CEO is stating they are looking for deals, it is go time for Durso.