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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending downwards following its earnings report, with concerns primarily focused on increased capital expenditures and debt related to AI infrastructure. Despite strong earnings, the community is discussing the company's future ability to monetize AI investments given these financial obligations. Some view the sell-off as an overreaction and a buying opportunity, while others express fears of an AI bubble.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to its low float and upcoming conference, where the company may share updates on its shift towards AI and high-performance computing. Community members are discussing potential short squeezes and high price targets, fueled by the company's expanding infrastructure and possible new contracts. Sentiment remains volatile, with traders closely monitoring key price levels and potential catalysts.

Black Titan Corp. was formed for the purpose of effecting a merger between Titan Pharmaceuticals Inc. and TalenTec Sdn Bhd. It intends to explore and identify viable business opportunities. The company was founded on July 11, 2024 and is headquartered in Petaling Jaya, Malaysia.

Black Titan Corp.

BTTC is trending due to its recent DAT+ risk management announcement, sparking high trading volume and volatile price action. Community discussions revolve around the potential for a short squeeze, comparisons to other stocks with similar setups, and caution due to the lack of concrete financial details in the news.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending as it approaches inclusion in the S&P 500, fueling discussions around its valuation and potential for continued gains, with some community members expressing skepticism, citing weak fundamentals, while others point to a potential short squeeze driven by high short interest and call option activity.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe ($ADBE) is trending as analysts debate whether strong Q4 earnings and AI integration are enough to offset concerns about 2026 guidance and competition from firms like Figma. The community is discussing recent price target adjustments and whether the stock is currently undervalued, presenting a buying opportunity, or if it's a value trap due to broader market sentiment.

AXIL Brands, Inc. engages in the manufacture, market, sale and distribution of hearing and audio enhancement, and protection products. It operates through the Hearing Enhancement and Protection, and Hair Care and Skin Care segments. The Hearing Enhancement and Protection segment includes ear buds, earmuffs, ear plugs, outdoor speakers, and ear care items. The Hair Care and Skin Care segment focuses on expanding its business-to-business salon sales through its network of domestic and international distributors. The company was founded on May 21, 2015 and is headquartered in Beverly Hills, CA.

AXIL Brands Inc.

AXIL Brands is trending due to news of a national retail distribution agreement with Walmart, sparking excitement about increased market reach. Community discussions revolve around the potential for a short squeeze, given the stock's high short interest and relatively small float. Some traders are also monitoring JZXN, drawing comparisons to TGL, while others express skepticism, suggesting the hype may be overblown and the price could decline.

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

TTD is trending as investors debate whether the stock's significant YTD decline represents a buying opportunity or reflects deeper concerns about competition and market share, particularly with Amazon. Community discussions revolve around potential overselling due to tax-loss harvesting, the company's fundamentals (cash, buybacks), and the CEO's performance amidst the stock's poor performance, with some suggesting leadership changes while others point to potential for a rebound in 2026 due to political ad spend.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending due to a recent debt refinancing announcement, sparking mixed reactions within the community. While some view the move as a strategic advantage for potential buyout negotiations and extended financial flexibility, others express concerns about higher interest rates and management's financial decisions. Community members are actively debating the implications of the refinancing on the company's future and potential acquisition prospects.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is trending as investors discuss its potential in treating cancers, particularly after positive data in prostate cancer trials, while also citing undervaluation. The community is actively discussing the possibility of a short squeeze given the high short interest. Some also speculate about potential partnerships and acquisitions in the near future, especially with a key presentation approaching.

Beasley Broadcast Group, Inc. is multi-platform media company, which engages in the operation of radio stations in the United States. The firm offers marketing solutions across event platforms. It operates through the following business segments: Audio, Digital, and Other. The company was founded by George G. Beasley in 1961 and is headquartered in Naples, FL.

Beasley Broadcast Group Inc - Ordinary Shares - Class A

BBGI is trending amid high volatility, with community members debating potential short squeezes and comparing it to similar plays like RETO. The stock experienced a significant intraday price swing, leading to discussions around profit-taking strategies and the influence of low float dynamics. Speculation about after-hours movement and potential for a multi-day run is also circulating.

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<ul class="summary-bullets"><li>The fresh study cohort will enroll about 25 DMD patients in the U.S. who cannot walk.</li><li>The company intends to initiate the study cohort by the end of this year.</li><li>Elevidys, a medicine intended for the treatment of DMD, created safety concerns following the death of two patients after treatment earlier this year.</li></ul> Sarepta Therapeutics, Inc. (SRPT) on Tuesday said that the U.S. Food and Drug Administration (FDA) has approved dosing in a study cohort to evaluate the use of an immunosuppressive regimen as part of treatment with Elevidys gene therapy for Duchenne muscular dystrophy patients.<a href="https://stocktwits.com/symbol/SRPT">SRPT shares</a> gained nearly 1% on Tuesday morning at the time of writing.<h2 class="st-heading-2">Study Plans</h2>The data from the study cohort will be used to determine whether administering Sirolimus before and after the Elevidys infusion can help reduce acute liver injury in patients who cannot walk, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-announces-approval-begin-endeavor-cohort-8-evaluate">said</a>. Siromilus belongs to a group of medicines known as immunosuppressive agents and has shown promise in managing certain aspects of liver disease and its complications.The study cohort will enroll about 25 patients in the U.S. who are unable to walk. They will be treated with 14 days of peri-infusion Sirolimus dosing before Elevidys administration and 12 weeks after administration. &nbsp;“We plan to initiate Cohort 8 by the end of this year and pending enrollment, complete primary endpoint data collection in the second half of 2026,” said Louise Rodino-Klapac, president of research and development and technical operations at Sarepta.<h2 class="st-heading-2">Sarepta’s Rocky Road With Elevidys</h2>Elevidys, a medicine intended for the treatment of Duchenne muscular dystrophy (DMD), created safety concerns following the death of two patients after treatment earlier this year. Both non-ambulatory patients suffered from acute liver failure. DMD is a severe, inherited genetic disorder that causes progressive muscle weakness and degeneration.While Sarepta resumed shipments to DMD patients who can walk after a temporary pause earlier this year, it is now developing a risk-mitigation approach for patients who cannot walk to resume shipments in this particular patient segment.However, a Citi analyst said in August that the U.S. Food and Drug Administration may determine that additional steps beyond Siromilus are recommended or required for non-ambulatory Duchenne muscular dystrophy patients on Elevidys. The agency may take a “more comprehensive look” at the level of immunomodulation required for Elevidys, the analyst had then said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around SRPT stayed within the ‘bearish’ territory over the past 24 hours, while message volume remained at ‘low’ levels.SRPT stock is down 84% this year and by 83% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/lnai-stock-soars-pre-market-after-immune-cell-therapy-gains-licensee-interest/cL520F1REXu">LNAI Stock Soars Pre-Market After Immune Cell Therapy Gains Licensee Interest</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Sarepta Therapeutics logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Sarepta Wins FDA Approval To Begin Study On Reducing Liver Injury Risk With Elevidys

Data from a study cohort will be used to determine whether administering Sirolimus before and after the Elevidys infusion can help reduce acute liver injury, the company said. 

Equity

Data from a study cohort will be used to determine whether administering Sirolimus before and after the Elevidys infusion can help reduce acute liver injury, the company said. 


<ul class="summary-bullets"><li>Merck is currently evaluating Sac-TMT in 15 global late-stage trials spanning six tumor types, including breast, endometrial, and lung cancers.</li><li>Separately, the company also said that it has now assumed full responsibility for the development of MK-8690, an investigational drug targeting inflammatory bowel diseases.&nbsp; &nbsp;</li></ul>Shares of Merck (MRK) traded 1% higher on Tuesday afternoon after the company said that it has entered into a funding agreement with Blackstone Life Sciences to advance its experimental cancer drug.Under the <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.merck.com/news/merck-enters-into-research-and-development-funding-agreement-with-blackstone-life-sciences-for-sacituzumab-tirumotecan-sac-tmt/">deal</a>, Blackstone will pay Merck $700 million to fund a portion of the development costs for Sacituzumab Tirumotecan or Sac-TMT, an investigational antibody-drug conjugate. An antibody-drug conjugate (ADC) is a type of cancer therapy that combines a targeted antibody with a chemotherapy drug to deliver the drug directly to cancer cells, minimizing damage to healthy cells.<h2 class="st-heading-2">Terms Of The Funding Deal</h2>Merck is currently evaluating the drug in 15 global late-stage trials spanning six tumor types, including breast, endometrial, and lung cancers. The funding agreement will help fund a portion of the development costs in 2026.Blackstone, in return, will be eligible to receive low-to-mid single-digit royalties on net sales of the drug contingent upon receipt of regulatory approval in the U.S. for first-line treatment of triple-negative breast cancer. Blackstone, however, will not receive any right to the drug.Sac-TMT was developed by Sichuan Kelun Pharmaceutical Co. The company granted Merck the exclusive rights to develop, manufacture, and commercialize sac-TMT in all territories outside of Greater China, including Mainland China, Hong Kong, Macau, and Taiwan, under a deal.<h2 class="st-heading-2">Merck Assumes Responsibility For MK-8690</h2>Separately, Merck <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.merck.com/news/merck-signs-agreement-with-dr-falk-pharma-gmbh-for-certain-development-and-commercialization-rights-to-mk-8690-pra-052-an-investigational-anti-cd30-ligand-monoclonal-antibody/">announced</a> on Tuesday that it has reached an agreement through a unit with Germany’s Dr. Falk Pharma GmbH to discontinue a contract signed in 2020 concerning co-development and co-commercialization rights in certain territories for MK-8690, an investigational drug targeting inflammatory bowel diseases. Merck has now assumed full responsibility for the development program.Dr. Falk will receive $150 million upfront as part of the deal termination and will continue to be eligible to receive payments associated with development milestones, as well as royalties on sales in certain territories.Merck said that it will record a pre-tax charge to research and development expenses of $150 million, or approximately $0.05 per share, in its fourth quarter results as a result of the discontinuation of the deal.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MRK">MRK stock</a> stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:624/63;" src="data:image/png;base64,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" width="624" height="63" alt="MRK's Sentiment Meter and Message Volume as of 2:24 p.m. ET on Nov. 4, 2025 | Source: Stocktwits"><figcaption>MRK's Sentiment Meter and Message Volume as of 2:24 p.m. ET on Nov. 4, 2025 | Source: Stocktwits</figcaption></figure> MRK stock is down 16% this year and approximately 18% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/evok-stock-doubled-in-value-post-qol-medical-deal/cL28jriR36q">EVOK Stock Doubled In Value Today Post QOL Medical Deal, But Still Fails To Hit $11 Mark</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Medicine pill is seen with Merck logo displayed on a screen in the background in this illustration photo taken in Poland on November 5, 2021. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Merck Stock Rises Upon Receipt Of $700M In Funding For Experimental Cancer Drug

The deal will fund a portion of the development costs for Sacituzumab Tirumotecan, also known as Sac-TMT. 

<ul class="summary-bullets"><li>In addition to the upfront payment of $8.875 billion, Thermo Fisher has agreed to $125 million in January 2027 and up to $400 million of earn-out payments based on the performance of the business in 2026 and 2027.&nbsp;</li><li>The transaction is expected to be completed by the middle of 2026.</li><li>Thermo Fisher expects the acquisition to be immediately accretive to its adjusted operating margin. &nbsp;</li></ul>Thermo Fisher Scientific Inc. (TMO) said on Wednesday that it has entered into a definitive agreement to acquire data solutions provider Clario Holdings for $8.875 billion in cash at close in a bid to accelerate its data capabilities and advance clinical research.In addition to the upfront payment, Thermo Fisher has <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://newsroom.thermofisher.com/newsroom/press-releases/press-release-details/2025/Thermo-Fisher-Scientific-to-Acquire-Clario-Holdings-Inc--Enabling-Pharma-and-Biotech-Customers-to-Accelerate-Innovation-with-Deeper-Clinical-Insights/default.aspx">agreed</a> to $125 million in January 2027 and up to $400 million in earn-out payments based on the performance of the business in 2026 and 2027, bringing the total deal value to $9.4 billion.<h2 class="st-heading-2">Transaction Impact</h2>The transaction is expected to be completed by the middle of 2026, subject to customary closing conditions and approvals from regulators. Upon closing of the deal, Clario will become part of Thermo Fisher’s Laboratory Products and Biopharma Services segment.Thermo Fisher expects the acquisition to be immediately accretive to its adjusted operating margin. It also expects the deal to add $0.45 of adjusted earnings per share in the first year after closing.For the full year 2025, Clario is expected to generate approximately $1.25 billion of revenue. Thermo Fisher added that Clario's business is expected to grow in the high single-digits under its ownership.Clario’s clinical trial endpoint data can support faster, more confident trial decisions, Thermo Fisher noted. Clinical trial endpoint data refers to the specific outcomes or events that are measured to determine whether the treatment being studied is effective and safe, and is essential for regulatory approvals in addition to pipeline development.Earlier this week, the Financial Times had reported that Thermo Fisher is nearing a takeover of Clario.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TMO">TMO stock</a> fell from ‘bullish’ to ‘bearish’ territory over the past 24 hours while message volume fell from ‘high’ to ‘low’ levels.The latest acquisition marks Thermo Fisher’s third major acquisition this year, including the acquisition of Sanofi’s Ridgefield, New Jersey site to expand U.S. drug product manufacturing and the buyout of the purification and filtration business of Solventum (SOLV) for about $4 billion in cash.TMO stock is up by 7% this year and by about 2% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/adidas-apparel-surge-fuels-record-revenue-amid-tariff-turbulence/cLGZjg8R3wG">Adidas’ Apparel Surge Fuels Record Revenue Amid Tariff Turbulence</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Thermo Fisher Scientific raised its full-year adjusted EPS guidance to a new range of $21.35 to $22.07 | Image Source: Thermo Fisher

Thermo Fisher Adds Clario Holdings In A $9.4B Deal – Its Third Acquisition In 2025

Thermo Fisher expects the acquisition to be immediately accretive to its adjusted operating margin.

Shares of Humana (HUM) rose 3% on Thursday afternoon after the company affirmed its full-year earnings per share guidance provided in July.The insurer stated that it expects adjusted earnings per common share of $17 for the year ending Dec. 31, 2025, and diluted earnings per share of $13.77.The firm also stated that its preliminary 2026 Medicare Advantage (MA) Star Ratings align with the assumptions in its financial planning. As a result, there is no change to the incremental earnings potential for 2025 to 2028. The ratings data provided by the Centers for Medicare and Medicaid Services was inadvertently accessible on CMS Plan Finder for a brief period on Oct. 1, 2025, the company stated.CMS assigns a star rating to Medicare Advantage plans, ranging from one to five, with five being the highest rating. Beneficiaries can use this data to help choose plans, and insurance companies can receive government bonus payments for higher ratings.Humana has about 20% of its members currently enrolled in Medicare plans rated four stars and above for 2026, and 14% of members in 4.5-star plans for 2026, it said.“Based on all information available to date, the company remains confident in its 2026 Individual MA pricing and benefit design, including the expectation that it will double individual MA pre-tax margin in 2026 (excluding Stars), and believes it is positioned to return to membership growth in 2026,” the firm <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/49071/000004907125000048/hum-20251002.htm">said</a>.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/HUM">HUM stock</a> rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.<figure class="image"><img style="aspect-ratio:625/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_02_at_1_48_22_PM_png_d2e549fd89.webp" alt="HUM's Sentiment Meter and Message Volume as of 2 p.m. ET on Oct. 02, 2025 | Source: Stocktwits" width="625" height="62"><figcaption>HUM's Sentiment Meter and Message Volume as of 2 p.m. ET on Oct. 02, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user reported selling their holdings in Humana, citing excessive volatility.<stembedurl>https://stocktwits.com/Felo3179/message/630807403</stembedurl>HUM stock has risen 3% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/immuron-stock-rallies-after-ceo-dismisses-us-pharma-tariff-impact/chCrSSWR3f5">Immuron Stock Rallies After CEO Dismisses US Pharma Tariff Impact, Provides Positive Pipeline Updates</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The MyHumana app page is displayed on a smartphone in the Apple App Store in front of the Humana Inc logo on October 30, 2024 in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Humana Stock Rises After Insurer Reaffirms Full-Year Earnings Guidance

The firm also stated that its preliminary 2026 Medicare Advantage Star Ratings align with the assumptions in its financial planning, and as a result, there is no change to the incremental earnings potential for 2025 to 2028.

Shares of Illumina, Inc. (ILMN) rose 6% on Wednesday afternoon after the biotechnology company announced the launch of a new business called BioInsight to accelerate data-driven drug discovery. &nbsp;The new business within the company will focus on developing data assets, software, and artificial intelligence to fuel drug development. It will be led by company veteran Rami Mehio as Senior Vice President and General Manager.BioInsight will bring together strengths across DNA sequencing, data analysis, software, and AI to help customers identify drug targets, understand biological pathways, and discover novel disease mechanisms, Illumina <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.illumina.com/company/news-center/press-releases/press-release-details.html?newsid=bac27a69-7339-4f9f-9c1e-1fbc262895d4">said</a>."BioInsight, under Rami's guidance, will strengthen Illumina's leadership at the intersection of sequencing, software, and AI, with a focus on supporting pharma in drug target discovery and development," said CEO Jacob Thaysen.The key focus areas of the new business will be working with large national initiatives and industry partners to enable large-scale genetic and biological data generation projects, as well as developing software solutions to analyze multimodal data. It will also focus on developing AI tools through strategic partnerships to build an ecosystem for large-scale multimodal data analysis, in addition to providing platforms to enable private and secure data access for research and pharmaceutical partners.Mehio noted the dramatic reduction in sequencing costs, coupled with a rise in AI capabilities, is changing how biological insights are derived, and the company is now focused on turning this data into meaningful discoveries.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ILMN">ILMN stock</a> stayed within ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:622/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_01_at_1_55_41_PM_png_e0f82bb5f8.webp" alt="ILMN's Sentiment Meter and Message Volume as of 1:55 p.m. ET on Oct. 01, 2025 | Source: Stocktwits" width="622" height="60"><figcaption>ILMN's Sentiment Meter and Message Volume as of 1:55 p.m. ET on Oct. 01, 2025 | Source: Stocktwits</figcaption></figure>ILMN stock is down by 24% this year and by approximately 22% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/byd-reports-5.5-percent-sales-decline-in-september/chCYJzjR3aH">BYD Reports 5.5% Sales Decline In September</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Illumina Inc company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Illumina Stock Surged 6% Today – Here’s Why

The company announced that its new business will focus on developing data assets, software, and artificial intelligence to drive drug development.

VF Corp (VFC) announced on Monday that they have entered into a definitive agreement for Bluestar Alliance to acquire the Dickies brand for $600 million in cash.The company said that the transaction is expected to close by the end of calendar year 2025. Shares of VF Corp traded over 2% higher in Monday’s pre-market session.Retail sentiment on <a href="https://stocktwits.com/symbol/VFC">VF Corp</a> remained unchanged in the ‘bearish’ territory, with message volumes at ‘normal’ levels, according to data from Stocktwits.Dickies&nbsp;is an American brand that offers clothing primarily in the workwear and streetwear categories, with distribution in 55 countries. “Since 1922, Dickies&nbsp;has provided hard-wearing, long-lasting and comfortable clothes, cementing its status as a storied brand in performance workwear,” said Joseph Gabbay, CEO of Bluestar Alliance, a brand management firm.VF Corp’s CEO Bracken Darrell said he was “confident” that under Bluestar Alliance’s ownership, Dickies will continue to improve and realize its significant growth potential. “As I’ve said before, we continuously evaluate our portfolio and this transaction will enable us to bring our net debt level down and will be accretive to our growth on a pro-forma basis,” Darrell said.VF Corp has been undergoing a turnaround under Darrell, with the company having trimmed jobs and also looking to reduce costs by selling some brands. It is also seeing costs related to the Trump administration’s tariffs on global trading partners. In July, the company noted that the incremental annualized tariff impact would be between $100 million and $120 million, down from its prior estimate of $150 million.Shares of VF Corp have declined nearly 31% this year and have fallen over 18% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-shares-surge-elon-musk-purchases-stock-first-time-since-2020/chwwIvpRdUG">Tesla Shares Surge As Elon Musk Discloses First Stock Purchase In Open Market Since 2020: Report</a>

In this photo illustration, the VF Corporation company logo is seen displayed on a smartphone screen.

VF Corp To Sell Dickies Brand To Bluestar Alliance For $600M

VF Corp said that the transaction is expected to close by the end of calendar year 2025.

The Campbell’s Company (CPB) experienced multiple price target hikes from Wall Street on Thursday, with TD Cowen citing that the packaged food maker’s annual profit guidance was less negative than initially feared, due to an acceleration of cost savings and near-term tariff mitigation.TD Cowen raised its price target to $31 from $29 and maintained a ‘Hold’ rating, according to TheFly. The firm added that the company’s fourth-quarter results were all better than expected.Retail sentiment on <a href="https://stocktwits.com/symbol/CPB">Campbell’s</a> remained unchanged in the ‘bullish’ territory, with chatter at ‘extremely high’ levels, according to data from Stocktwits. The retail user message count on the stock jumped 175% in the last 24 hours, as of Thursday morning, and shares of the firm were down nearly 3% during midday trading.<figure class="image"><img style="aspect-ratio:806/96;" src="https://news.stocktwits-cdn.com/CPB_sentiment_png_a93adb3d63.webp" alt="CPB sentiment.png" width="806" height="96"><figcaption>CPB sentiment and message volume September 4, 2025, as of 1:50 pm ET | Source: Stocktwits</figcaption></figure>Bernstein also raised its price target on Campbell's to $39 from $38 and kept an ‘Outperform’ rating. The firm noted that Campbell's seems to be doing the right things to get the portfolio moving again, investing in brand support and innovation, and fueling these investments with stepped-up productivity improvements.On Wednesday, CEO Mick Beekhuizen stated that consumers remain cautious and are being intentional with their spending, a trend that is expected to persist amid price increases resulting from the Trump administration’s tariffs, which are anticipated to slow demand for goods across the discretionary and consumables categories.Bernstein added that while snack category dynamics remain sluggish, management expects this portfolio to stabilize by the second half of 2026, noting that it's encouraging to see the recent success of more premium products, such as Milano cookies.Campbell’s shares have declined nearly 22% this year and fallen over 36% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/giii-apparel-ceo-says-company-absorbing-some-tariff-costs/chwdfxyRdYz">G-III Apparel CEO Says Company Absorbing Some Tariff Costs To Stay Competitive, Gain Market Share</a>

Prego brand spaghetti sauce in glass jars. (Source: Getty Images)

Campbell’s Gains Wall Street Confidence With Multiple Price Target Hikes, Retail Chatter Surges

Bernstein raised its price target on Campbell's to $39 from $38 and noted that the company appears to be taking the right steps to revitalize the portfolio, investing in brand support and innovation.

The UK’s Medicines and Healthcare products Regulatory Agency (MHRA) on Wednesday said that it has approved Biogen Inc.’s (BIIB) Zuranolone to treat moderate or severe postnatal depression (PPD) in adults following childbirth.Postnatal depression is a type of depression that many parents experience after having a baby and is marked by feelings of sadness, irritability, anxiety, loss of interest, extreme fatigue, appetite changes, among others. One in every ten women is affected by postnatal depression within a year of childbirth, as <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.gov.uk/government/news/mhra-approves-zuranolone-to-treat-postnatal-depression-in-adults-following-childbirth">per </a>MHRA.Biogen’s Zuranolone, under the brand name Zurzuvae, is the first oral treatment for postnatal depression approved in the UK, the agency said.The drug comes as a capsule and should be taken orally at night with a fat-containing meal for 14 days. Common side effects of the medicine include memory impairment, confusion, and fatigue, among others.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/BIIB">BIIB stock</a> trended within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.The Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) recommended marketing authorization for Zurzuvae last month in the European Union. The drug was approved by the U.S. Food and Drug Administration in 2023. According to Biogen, an estimated 5-20% of women with a pregnancy experience symptoms of PPD in Europe.Zurzuvae was discovered by Sage Therapeutics Inc. (SAGE). In 2020, Biogen and Sage Therapeutics entered into a collaboration to jointly develop and commercialize Zurzuvae in the U.S. As part of the agreement, Biogen received exclusive rights to develop and commercialize Zurzuvae outside of the U.S., excluding Japan, Taiwan, and South Korea.In the second quarter, Biogen reported revenue of $46.4 million from Zurzuvae, up from $14.9 million in the corresponding quarter of 2024, driven by increased demand.BIIB stock is down by 10% this year and by about 32% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-suncar-technology-stock-rallying-today/chsUeO7RdlB">Why Is SunCar Technology Stock Rallying Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration the logo of Biogen is seen on a smartphone with the FDA logo in the background. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)  

UK Regulator Approves Biogen’s Drug For Treating Postnatal Depression

Zuranolone is the first oral treatment for postnatal depression approved in the UK, the agency said. 

Sarepta Therapeutics, Inc. (SRPT) announced on Thursday that it has entered into agreements with investors to restructure about $700 million of debt.The company <a target="_blank" rel="noopener noreferrer nofollow" href="https://investorrelations.sarepta.com/news-releases/news-release-details/sarepta-therapeutics-announces-refinancing-approximately-700">said</a> it will exchange approximately $700 million in aggregate principal amount of its existing convertible notes due 2027 for roughly $602 million in new 4.875% convertible senior notes due 2030, up to approximately 6.7 million shares of its common stock, and about $123.3 million in cash.Although the company has managed to push back the maturity of the new debt to 2030, it is also offering cash and common stock to investors. A fear of a potential dilution appears to have disappointed investors. SRPT stock was down over 7% at the time of writing.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SRPT">SRPT stock</a> stayed within ‘neutral’ territory over the past 24 hours, while message volume remained at ‘low’ levels. The stock is among the top ten trending names on the platform.<figure class="image"><img style="aspect-ratio:569/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_21_at_10_26_20_AM_png_8591ecfd20.webp" alt="Screenshot 2025-08-21 at 10.26.20 AM.png" width="569" height="62"><figcaption>SRPT's Sentiment Meter and Message Volume as of 10:26 a.m. ET on Aug. 21, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user expressed optimism about the refinancing.<stembedurl>https://stocktwits.com/scaredmoneymakenomoney/message/626069691</stembedurl>CEO Doug Ingram said that the exchange marks an important progress in the company’s long-term financial strategy. "By extending the maturity of a meaningful portion of our convertible notes to 2030, we have completed a shareholder-friendly transaction that significantly enhances our balance sheet flexibility and strengthens our financial position,” Ingram said.Ingram also said that the company believes it is well-positioned to fully fund its pipeline and meet its near-term obligations.Bank of America said that the debt refinancing transaction "makes sense" as it helps mitigate some near-term concerns about the company's ability to meet its obligations. Still, the firm continues to think clarity on uptake of Elevidys from here will be needed to get more comfortable with the long-term outlook.Sarepta’s gene therapy, Elevidys, a medicine intended for the treatment of Duchenne muscular dystrophy (DMD), created safety concerns following the death of two patients after treatment earlier this year. Both non-ambulatory patients suffered from acute liver failure.Sarepta has now resumed shipments for ambulatory individuals after a temporary pause initiated in late July. The company is now working with the FDA on the safety labelling process and risk-mitigation approach for non-ambulatory individuals. Citi on Wednesday <a href="https://stocktwits.com/news-articles/markets/equity/citi-believes-fda-may-closely-watch-sarepta-safeguards-for-gene-therapy-in-non-ambulatory-dmd-patients/chsiUM2RdLP">said</a> that the U.S. Food and Drug Administration may take a “more comprehensive look” at the regimen devised by Sarepta for non-ambulatory patients.Last month, the company said that it had initiated immediate changes to reduce operating expenses, including a 36% workforce reduction and pipeline reprioritization, in a bid to meet its 2027 financial obligations.Following the crisis with the gene therapy, Sarepta also <a href="https://stocktwits.com/news-articles/markets/equity/analyst-says-sarepta-lost-credibility-by-exiting-arrowhead-at-a-loss/chsRn7vRdON">unwound</a> its equity position in Arrowhead Pharmaceuticals earlier this month, in less than a year of its investment.SRPT stock is down by 84% this year and by about 87% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/j-and-j-to-invest-2-billion-to-expand-manufacturing-in-north-carolina/chsSyKYRdig">This Pharma Giant Is Set To Invest $2B To Expand Manufacturing In North Carolina, And It Just Received A Price Target Hike From Citi: Do You Own It?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sarepta Just Got A Good Restructuring Deal For $700M Debt, But Stock Tumbles 7% – Here’s Why

Although the company has managed to push back the maturity of the new debt to 2030, it is also offering cash and common stock to certain investors as part of the deal.

Truist on Monday lowered its price target on Regeneron (REGN) to $812 from $940, citing concerns with the company’s Eylea drug. The firm, however, kept a ‘Buy’ rating on the shares.The near-term investor focus remains on Eylea and Eylea HD uptake, though Regeneron continues to deliver growth on its top and bottom line with Dupixent and Libtayo programs, the analyst told investors in a research note. On Stocktwits, retail sentiment around the stock trended in the ‘bearish’ territory over the past 24 hours, coupled with ‘low’ message volume.<figure class="image"><img style="aspect-ratio:1398/126;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_11_at_1_26_40_PM_png_155e98c160.webp" alt="REGN's Sentiment Meter and Message Volume as of 1:26 p.m. ET on Aug. 11, 2025 | Source: Stocktwits" width="1398" height="126"><figcaption>REGN's Sentiment Meter and Message Volume as of 1:26 p.m. ET on Aug. 11, 2025 | Source: Stocktwits</figcaption></figure> A user further opined that the range of $400-$450 is a good entry point for the stock.<stembedurl>https://stocktwits.com/Johny34211/message/624597691</stembedurl>Eylea is approved to treat vision-threatening conditions that impact patients, such as diabetic retinopathy (DR), macular edema following retinal vein occlusion (RVO), and wet age-related macular degeneration (wAMD). Eylea HD, meanwhile, is a version of the drug that requires fewer injections.<a href="https://stocktwits.com/symbol/REGN">Regeneron</a> maintains exclusive rights to Eylea and Eylea HD in the U.S. Bayer has licensed the exclusive marketing rights outside of the U.S., where the companies share equally the profits from sales of the two products. In the second quarter, total Eylea U.S. net sales decreased 25% to $1.15 billion, while Eylea HD U.S. net sales increased 29%.The company also said that it expects its regulatory approvals to be delayed for its currently pending U.S. Food and Drug Administration applications for Eylea HD, which were supposed to be decided on by August 2025.The anticipated delay, the company said, is related to observations from an FDA general site inspection at the filler for Eylea HD in these regulatory applications, Catalent Indiana LLC. This inspection was completed in mid-July and was not specific to Eylea HD. Novo Nordisk recently acquired Catalent.The company, however, expressed optimism for a quick resolution of the filling issues for Eylea HD, citing its progress with alternate third-party fillers and Novo Nordisk’s communications with the FDA.According to data from Koyfin, 16 of 24 analysts covering Regeneron rate it ‘Buy’ or higher, while seven rate it a ‘Hold,’ and one rates it a ‘Strong Sell.’The stock has an average price target of $708.91, representing an upside of about 28%.REGN stock is down by 22% this year and by about 51% over the past 12 months.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/novartis-drug-shows-improvement-in-sjogrens-disease-in-late-stage-trials/chrH2PLRde0">Novartis Drug Shows Improvement In Sjögren's Disease In Late-Stage Trials: Analyst Deems Data Positive For Zura Bio As Well</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Regeneron Pharmaceuticals company logo is displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

This Stock Has Tumbled 50% In One Year, Gets A Price Target Cut Today – But Retail Believes $400-450 Is A Good Entry Point

Truist, however, kept a ‘Buy’ rating on the shares.

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