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Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Positive Phase 3 DAYBREAK results in wet age-related macular degeneration, with Zenkuda and tabirafusp-ted meeting their primary endpoints, have driven a sharp rally. Traders are celebrating the data and discussing potential short covering, while skeptics point to the need for FDA approval and raise concerns about valuation, dilution and profit-taking.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBARs sharp rally and surge in trading volume have traders focused on reported IBMHedera enterprise and AI-identity integrations, alongside Hederas wider enterprise-AI connections. The community is largely celebrating the breakout, while some traders say the catalyst remains unclear and warn of profit-taking or a short-lived move.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Reports that Trump may offer Iran sanctions relief and release frozen assets in exchange for nuclear progress dominated discussion, with traders linking the headline to a sharp SPY rebound. The community debated whether a deal could support further gains or whether the reports were recycled or unverified, while elevated Treasury yields and oil remained concerns.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are under pressure after CEO CJ Desai stepped down to join Meta, with former CEO Dev Ittycheria returning as interim leader ahead of the companys investor day. Traders are split between viewing the abrupt transition as a risk to leadership continuity and enterprise relationships and calling the selloff an overreaction, citing reaffirmed guidance and Ittycherias return.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius U.S. defense grant to convert an existing battery line for domestic drone-cell production is the main catalyst drawing attention. Traders are split between viewing it as meaningful validation and scaling support and noting that it is not a purchase order, while frustration centers on the initial rally fading amid weak market conditions.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Iran negotiation headlines, including reports that the U.S. may ease sanctions in exchange for nuclear progress, have fueled sharp swings in QQQ; traders disagree on whether the reports signal real progress or are unverified headlines behind a temporary market pop. Rising Treasury yields and oil prices remain a countervailing pressure on tech stocks.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quants reported selection by The Clearing House for its on-chain money initiative is the main catalyst traders cite, alongside discussion of Quants role in UK bank tokenized-deposit activity. The community is bullish on potential institutional adoption and QNTs limited supply, while some question whether the deals create direct demand for the token and point to sharp volatility and profit-taking.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

CLFs selloff is being linked by traders to the Trump-backed announcement of a planned Iowa steel plant, with some worried about competition and a possible dispute over Minnesota leases. Others dismiss the project as uncertain or politically motivated and attribute the decline to short-selling, while pointing to firm steel prices and earnings hopes as reasons for optimism.

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

OCUL is selling off as traders react to Kodiaks reported wet AMD trial results, which are raising concerns about competition for Oculars AXPAXLI. Bulls argue AXPAXLIs durability and potential timing advantage remain attractive, while bears question its efficacy and ability to win market share.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Dr. Patrick Soon-Shiongs meeting with Turkeys president has fueled speculation about Anktiva approvals, partnerships, or broader international expansion, alongside discussion of possible tokenized trading. Traders are bullish on these potential catalysts, but the messages note that no specific deal has been confirmed and debate whether the recent price moves will hold.

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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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Stifel🏁 $ROIV and said -- We are initiating coverage of ROIV with a Buy rating and $51 target price. 
$IMVT $ABUS  
Stifel added—Our positive thesis is predicated on our view that Roivant via its &#39;vant&#39; subsidiaries represents a compelling multi-asset story with scarcity value within the specialty autoimmune and idiopathic lung disease markets. 
 
With the recent approval of Lisraya (Brepocitinib) in dermatomyositis, positive Ph2 PH-ILD data for Mosliciguat, and busy catalyst path for IMVT-1402, we like the set-up over the next 12+ months. 
 
While the stock has had quite a run over the last year, we think ROIV&#39;s core pipeline is unique in that it offers three uncorrelated shots on goal with Ph2+ assets where lead indications could drive blockbuster launches ahead of indication expansion optionality. 
 
Altogether, we model ~$9B in ROIV ownership-adjusted sales in 2037.

Darrell Hueni

Shannon Ware

Jefferies⬆️Top Pick $ROIV&#39;s PT to $52 from$42/said -- Big Picture: ROIV has been our top pick this year on clinical derisking across multiple programs, driving upside to peak sales estimates with each (+) catalyst. 
$INSM $LQDA QNCX 
IMVT ABUS 
Jefferies added—PH-ILD was mostly a call option given focus on brepo i.e. Rinvoq indication stacking playbook, the brepo DM launch, and also IMVT D2TRA update in H2, but today&#39;s PH-ILD data should finally drive more value in the stock to more appropriately incorporate a $3B+ peak sales pot&#39;l in the stock. 
 
Bottom line, 
(1) both PVR and 6MWD were strong and hit stat sig at 16 weeks, 
(2) data continued to look better through 24 weeks and it doesn&#39;t seem like there may be anomalies w/ the placebo curve, 
(3) Phase III looks derisked in PH-ILD, and 
(4) ROIV sounds bullish expanding mosli into more indications like IPF/PPF and are awaiting FVC data from the Phase II in this subgroup, which can ultimately drive peak sales north of $5B. PT to $52, reiterate Buy.

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 and said -- We are initiating coverage of ROIV with a Buy rating and $51 target price. 


  
Stifel added—Our positive thesis is predicated on our view that Roivant via its 'vant' subsidiaries represents a compelling multi-asset story with scarcity value within the specialty autoimmune and idiopathic lung disease markets. 
 
With the recent approval of Lisraya (Brepocitinib) in dermatomyositis, positive Ph2 PH-ILD data for Mosliciguat, and busy catalyst path for IMVT-1402, we like the set-up over the next 12+ months. 
 
While the stock has had quite a run over the last year, we think ROIV's core pipeline is unique in that it offers three uncorrelated shots on goal with Ph2+ assets where lead indications could drive blockbuster launches ahead of indication expansion optionality. 
 
Altogether, we model ~$9B in ROIV ownership-adjusted sales in 2037.

@Quantumup Lots of institutional interest picking up on ROIV.... Just wait till they buy ABUS.

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 Lots of institutional interest picking up on ROIV.... Just wait till they buy ABUS.

@Quantumup one of his assumptions just went south,  it wasnt a main assumption.

 one of his assumptions just went south,  it wasnt a main assumption.