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Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is a major topic of discussion following a trading halt and the release of its latest financial results, which included an unexpected cautious outlook for sales alongside a significant share buyback program. The community is actively debating the future, balancing concerns over revised guidance with excitement about strong initial prescription numbers for its innovative oral weight-loss pill and positive data from its next-generation diabetes treatment.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending after missing earnings expectations and providing a weak outlook, compounded by a leadership shakeup, which has fueled a sharp sell-off. The community is intensely debating whether the stock is now a deeply undervalued opportunity with strong cash flow and buybacks, or a "falling knife" in a highly competitive fintech landscape.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending ahead of its earnings report, with community sentiment sharply divided between those who believe the stock is deeply undervalued due to its massive user base and potential for a significant rebound, and those criticizing its leadership and profitability amidst global regulatory pressures on social media use for minors and a debated AR glasses strategy.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is actively trending following its strong earnings report and sharply raised outlook, driven by significant growth in its U.S. commercial AI business and positioning as a key AI infrastructure provider. Despite enthusiasm from many, community discussions highlight ongoing concerns about its high valuation metrics.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is experiencing significant selling pressure after a major price target cut by KeyBanc, intensifying community frustration over CEO Jeff Green's silence regarding a recent CFO change, leading many to question the stock's bottom while others see it as an oversold buying opportunity.

Phoenix Asia Holdings Ltd. engages in the substructure works and other construction services. It offers site formation, ground investigation and foundation work through it subsidiary. The company was founded on August 9, 2024 and is headquartered in Hong Kong.

Phoenix Asia Holdings Ltd.

PHOE is at the center of a frenzied trading session, experiencing massive price swings and multiple halts as a potential short squeeze drives fervent discussion. The community is sharply divided between those anticipating exponential gains, citing comparisons to other volatile "China tickers," and those warning of a pump-and-dump.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending as the community anticipates improved profitability due to the easing of price competition with rivals, coupled with continued rapid store expansion globally. Investors are actively discussing the company's significant undervaluation compared to industry peers and the persistent speculation surrounding its potential uplisting to a major exchange.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending amidst broader market reactions to competitor news, as Novo Nordisk's and Pfizer's weight-loss drug updates impact the sector, fueling community discussion around VKTX's perceived 'best-in-class' potential. Despite shareholder frustration with management's communication and insider sales, strong belief in its pipeline drives ongoing speculation for a significant buyout or partnership in the lucrative obesity market.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is a focal point of conversation as investors debate whether its recent sharp pullback presents a prime buying opportunity, particularly with heightened anticipation for a favorable Google antitrust remedies ruling expected to unlock significant market share and accelerate its CTV growth.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending after its recent earnings report revealed a net loss driven by digital asset depreciation, sparking intense community debate. Investors are focused on whether its substantial Helios data center capacity and strengthened partnerships, particularly with CoreWeave, can decouple its valuation from crypto market volatility.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$SLNO reported Q425 Vykat sales of ~$92MM. 
 
The table compares SLNO Vykat sales by quarter post launch v 3 peer comm&#39;l-stage bios acquired with like sales profiles post launch. 
 
The 3 peers were acquired at multiples of actual sales ~4X higher than SLNO trades as an independent. SLNO&#39;s 9/30/25 net cash/debt is ~22% of its MC. Put simplest, SLNO needs to consider selling the company to maximize shareholder value if Vykat&#39;s value proposition is consistent with the 3 peers. $RYTM &amp; $AARD are developing PWS therapies. 
 
​$NBIX did not disclose Crinessity Q4 2025 product sales at JPM. Crinessity product sales, by themselves, are consistent with the 3 products acquired. NBIX&#39;s Ingrezza is on track to reporting $2.5B in FY25 sales (not considered in the multiples noted). 
 
$MDGL &#39;s Rexdiffra has been on the market for 6 quarters. MDGL&#39;s multiples do not consider material dilutive securities. MDGL posted here for reference only 
 
Actual sales do not consider potential TAM. 
 
This is not investment advice.

DLAT94

Wall Street 4 5

Pete

jwat_money

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Soleno Therapeutics Inc

Rhythm Pharmaceuticals Inc.

Aardvark Therapeutics Inc

Madrigal Pharmaceuticals Inc

 reported Q425 Vykat sales of ~$92MM. 
 
The table compares SLNO Vykat sales by quarter post launch v 3 peer comm'l-stage bios acquired with like sales profiles post launch. 
 
The 3 peers were acquired at multiples of actual sales ~4X higher than SLNO trades as an independent. SLNO's 9/30/25 net cash/debt is ~22% of its MC. Put simplest, SLNO needs to consider selling the company to maximize shareholder value if Vykat's value proposition is consistent with the 3 peers. 

 are developing PWS therapies. 
 
​$NBIX did not disclose Crinessity Q4 2025 product sales at JPM. Crinessity product sales, by themselves, are consistent with the 3 products acquired. NBIX's Ingrezza is on track to reporting $2.5B in FY25 sales (not considered in the multiples noted). 
 


 's Rexdiffra has been on the market for 6 quarters. MDGL's multiples do not consider material dilutive securities. MDGL posted here for reference only 
 
Actual sales do not consider potential TAM. 
 
This is not investment advice.

iShares Biotechnology ETF

Incyte Corp.

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Syndax Pharmaceuticals Inc

NASDAQ Biotechnology

UroGen Pharma Ltd

Iovance Biotherapeutics Inc

Day One Biopharmaceuticals Inc

Night Owl Biotech Research

@Night_Owl_Biotech Weren&#39;t there a chart showing most rare disease companies are acquired within a year after approval?  two BO rumors and we&#39;re one Q away from a full year

 Weren't there a chart showing most rare disease companies are acquired within a year after approval?  two BO rumors and we're one Q away from a full year

SELLAS Life Sciences Group Inc

Corvus Pharmaceuticals Inc

Microbot Medical Inc

BioXcel Therapeutics Inc

Beyond Meat Inc

MoonLake Immunotherapeutics

RandomInvestor777

@Night_Owl_Biotech did these others have larger pipelines?

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Justin Martin

put also Kalvista in your table and you will be surprised. Will be buyout for both..SLNO e KALV.. InMyHumbleOpinion

Orso Bruno

@Night_Owl_Biotech Soleno is &quot;dressing up&quot; for a potential sale. While no buyout has been announced, the company just finished a series of legal and financial moves that are classic &quot;pre-acquisition&quot; behavior in the biotech industry. I’m thinking 80s for purchase price

 Soleno is "dressing up" for a potential sale. While no buyout has been announced, the company just finished a series of legal and financial moves that are classic "pre-acquisition" behavior in the biotech industry. I’m thinking 80s for purchase price

@Jrmartin2  
 
I really like SLNO. 
 
Attached is a simple comparison of SLNO&#39;s valuation at $2.28B as multiples of analyst consensus revenue estimates versus the same from 9 SLNO peer M&amp;A transactions. 
 
If (and these are enormous ifs) 
 
1. SLNO analyst revenue estimates are credible AND if 
2. Vykat&#39;s value proposition warrants peer M&amp;A revenue multiples then 
 
I am easily north of $90 per share in a SLNO M&amp;A valuation (using a 4.0X Year 4 and/or a 0.30X 10-year revenue multiples in line with these peers). I attached our SLNO cap table as of 9/30/25. At most you have 58MM fully diluted shares (again as of 9/30/25). Don&#39;t forget SLNO has $500MM net cash/debt (+ Q4 25 cash flow). Add that to a peer enterprise value &amp; I&#39;m just over $100 a share. 
 
Seriously, SLNO analyst estimates may be wrong &amp; Vykat&#39;s value proposition may not warrant a peer multiple but is my math wrong? 
 
Should it become clear the market assigns SLNO valuation consistent with peers, I will load up on SLNO. 
 
Good luck to the both of us.

  
 
I really like SLNO. 
 
Attached is a simple comparison of SLNO's valuation at $2.28B as multiples of analyst consensus revenue estimates versus the same from 9 SLNO peer M&A transactions. 
 
If (and these are enormous ifs) 
 
1. SLNO analyst revenue estimates are credible AND if 
2. Vykat's value proposition warrants peer M&A revenue multiples then 
 
I am easily north of $90 per share in a SLNO M&A valuation (using a 4.0X Year 4 and/or a 0.30X 10-year revenue multiples in line with these peers). I attached our SLNO cap table as of 9/30/25. At most you have 58MM fully diluted shares (again as of 9/30/25). Don't forget SLNO has $500MM net cash/debt (+ Q4 25 cash flow). Add that to a peer enterprise value & I'm just over $100 a share. 
 
Seriously, SLNO analyst estimates may be wrong & Vykat's value proposition may not warrant a peer multiple but is my math wrong? 
 
Should it become clear the market assigns SLNO valuation consistent with peers, I will load up on SLNO. 
 
Good luck to the both of us.

@Night_Owl_Biotech I’m stuck at 45 per share. I believe market is worried about growth slowing. I believe if they show great q1 numbers the market will revalue it

 I’m stuck at 45 per share. I believe market is worried about growth slowing. I believe if they show great q1 numbers the market will revalue it