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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

ImmunityBio (IBRX) is surging following robust Q4 revenue growth driven by its ANKTIVA immunotherapy, fueling widespread community discussion about a potential short squeeze and significant global expansion for its cancer treatments.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike faces intense selling pressure amidst broader cybersecurity sector concerns, driven by market fears that new AI tools, like Anthropic's offering, threaten traditional security platforms. However, many in the community contend that these fears are overblown, asserting that AI will enhance, not replace, CrowdStrike's established AI-native endpoint and cloud protection.

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 seeing significant market reaction after its next-generation obesity drug, CagriSema, demonstrated slightly less weight loss than Eli Lilly's Zepbound in a pivotal trial, failing to meet its primary endpoint. While this is driving a sharp sell-off and competitive concerns, many in the community highlight the strong uptake and superior efficacy of Novo's oral Wegovy pill, leading to strong dip-buying interest on perceived overreaction.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending following its recent FDA approval of BYSANTI, a new chemical entity with patent protection extending to 2044, for treating bipolar I disorder and schizophrenia. The community is actively discussing the company's significant undervaluation compared to prior rejected acquisition offers, anticipating a substantial re-rating and potential further upside driven by its robust pipeline and the long-term revenue potential of its approved drugs.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF is trending amidst an intense debate over whether AI innovations, notably from Anthropic's Claude, signal an "AI apocalypse" for traditional SaaS, or if the severe sell-off represents a capitulation-driven buying opportunity. Despite record short interest and concerns over disruption, many argue the sector is technically oversold and fundamentally resilient against the perceived threat.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is driving intense debate ahead of its upcoming Q4 earnings, as investors are sharply divided between those aggressively buying the stock as deeply undervalued amidst AI disruption fears and those remaining bearish, citing continued analyst downgrades across the software sector.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is experiencing a notable downturn, primarily driven by community reactions to renewed tariff uncertainty and escalating geopolitical concerns, sparking intense debate among traders regarding the possibility of a "V-shaped" recovery versus a deeper market "flush."

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending due to recent workforce reductions and executive departures, fueling significant community discussion around persistent cash burn and potential for further stock decline ahead of its upcoming earnings report, with many expressing strong criticism of current management.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is trending amid intense debate over whether AI advancements, like Claude Code Security, pose an existential threat to cybersecurity firms or enhance the need for their solutions. While many express panic and delisting fears following recent sell-offs, a significant portion of the community sees an oversold buying opportunity, arguing that Zscaler's zero-trust architecture is essential for navigating an AI-driven 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 following positive topline Phase 2 S-OLARIS trial results for sonelokimab in axial spondyloarthritis, which showcased potential disease-modifying effects and best-in-class efficacy, alongside a robust cash position and an anticipated Investor Day. The community is buzzing about the stock's significant undervaluation and its "game-changing" potential across multiple indications, leading to expectations of a major market re-rating.

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$CMPS anyone else a little baffled at the difference in market cap vs $DFTX? CMPS is literally filing for approval this yr with 2 positive pivotal ph3 data in hand, solid IP,  and enough cash to get to launch. Seems too easy to just buy &amp; hold here

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 anyone else a little baffled at the difference in market cap vs 

? CMPS is literally filing for approval this yr with 2 positive pivotal ph3 data in hand, solid IP,  and enough cash to get to launch. Seems too easy to just buy & hold here

@Rx2 

Phase 3 is big, but biotech doesn’t trade on data alone. Market’s probably pricing execution risk, reimbursement, clinic rollout, scaling, etc. CMPS is closer to approval, but DFTX has the bigger long term TAM with GAD + MDD. Feels more like timing v. ceiling than something being too easy.

 

Phase 3 is big, but biotech doesn’t trade on data alone. Market’s probably pricing execution risk, reimbursement, clinic rollout, scaling, etc. CMPS is closer to approval, but DFTX has the bigger long term TAM with GAD + MDD. Feels more like timing v. ceiling than something being too easy.

Zachary

@Rx2 

I hold a position in both. Just sharing my 2c.

 

I hold a position in both. Just sharing my 2c.

@ZackScott same! Hard to decide how much of each, but I’d overweight CMPS here

 same! Hard to decide how much of each, but I’d overweight CMPS here

@ZackScott LSD and psilocybin should have very similar efficacy in the same indications (personal due diligence from the 1990s hehe just saying). I agree with you for the most part, I think the market caps should be similar jmo

 LSD and psilocybin should have very similar efficacy in the same indications (personal due diligence from the 1990s hehe just saying). I agree with you for the most part, I think the market caps should be similar jmo