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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending due to a mix of factors, including a reported record demand for its $25B bond sale aimed at funding AI expansion, and discussions around Zuckerberg's hints at selling compute power. Community chatter revolves around whether the AI spending is justified and if the stock's dip presents a buying opportunity, with some citing the company's cheap valuation compared to its peers. Despite positive revenue, a one-time tax bill seems to be weighing on sentiment.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

RDDT is trending as investors anticipate the company's earnings report, with debates swirling around potential IV crush and the impact of ad revenue performance. Community members are weighing bullish predictions against concerns of a possible pullback, influenced by Meta's recent performance. Discussions also include the potential for a Google AI deal to boost the stock.

Why Queen Kitty ($QKitty) Is The Meme Token You’ve Been Waiting For  Queen Kitty isn’t just another hype project—this is a real movement with substance and community power!  Why hold $QKitty? 😼 Real dev, real builds: No fake teams, no copy-paste code. Everything you see is made from scratch. 💧 Working Faucet: Free QKitty for the community. Want to know how? Just ask! 🏆 Big Buy Competition Bot: See top buyers live, fight for the throne, and win rewards! 🎮 Multi-token P2E game coming soon: Play and earn across Web, iOS, Android! 🐾 NFT collecting soon: Cutest collection in crypto, bringing perks and more ways to earn.  Queen Kitty means innovation, transparency, and real delivery for holders. Curious? Join the chat and ask anything!  $QKitty: By the community, for the community. To the moon, together! 🚀🐱

Queen Kitty

Queen Kitty ($QKITTY) is trending amid discussions about its upcoming DEX and SWAP features, with the community expressing excitement for potential updates and passively earning interest via its trading bot. Despite some users reporting losses, the overall sentiment is optimistic, particularly within the Solana ecosystem.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is trending downwards after earnings revealed soft traffic trends and a cautious outlook, sparking concerns about revenue and margins. The community is discussing whether this drop is an overreaction or a reflection of deeper issues with the company's value proposition amid rising costs and competition. Some believe the stock is now a buying opportunity while others worry about long-term growth.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending amid unconfirmed buyout rumors, with some traders citing a STAT News report about the company being in talks for a deal. The community is actively debating the validity of these rumors and potential acquisition prices. Some investors also point to the company's pipeline beyond COVID-19 vaccines and short squeeze potential as reasons for optimism.

Bitcoin is the first successful internet money based on peer-to-peer technology; whereby no central bank or authority is involved in the transaction and production of the Bitcoin currency. It was created by an anonymous individual/group under the name, Satoshi Nakamoto. The source code is available publicly as an open source project, anybody can look at it and be part of the developmental process.  Bitcoin is changing the way we see money as we speak. The idea was to produce a means of exchange, independent of any central authority, that could be transferred electronically in a secure, verifiable and immutable way. It is a decentralized peer-to-peer internet currency making mobile payment easy, very low transaction fees, protects your identity, and it works anywhere all the time with no central authority and banks.  Bitcoin is designed to have only 21 million BTC ever created, thus making it a deflationary currency. Bitcoin uses the SHA-256 hashing algorithm with an average transaction confirmation time of 10 minutes. Miners today are mining Bitcoin using ASIC chip dedicated to only mining Bitcoin, and the hash rate has shot up to peta hashes.  Being the first successful online cryptography currency, Bitcoin has inspired other alternative currencies such as Litecoin, Peercoin, Primecoin, and so on.  The cryptocurrency then took off with the innovation of the turing-complete smart contract by Ethereum which led to the development of other amazing projects such as EOS, Tron, and even crypto-collectibles such as CryptoKitties.

Bitcoin

Bitcoin is trending as the community debates the impact of recent market movements and potential catalysts. Discussions revolve around whether the current dip is a temporary setback or signals a larger shift, with some traders pointing to technical indicators and potential manipulation, while others remain optimistic about long-term fundamentals and broader institutional adoption. Traders are also monitoring macro factors like interest rate decisions and geopolitical events for their potential impact.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

Emergent BioSolutions is trending amid discussions of a potential short squeeze and positive financial outlook, including raised EBITDA guidance for 2025. Community members are actively debating price targets and the possibility of a significant rally, citing the company's low PE ratio and potential for multiple expansion. Some are attributing the stock's movement to broader trends in the bio sector and optimism surrounding future earnings reports.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending downwards as investors express concerns about its high short interest, potential impact from interest rate cuts, and broader issues within the fintech sector; despite positive earnings, the stock faces headwinds. Community members are actively debating whether the dip represents a buying opportunity ahead of upcoming earnings or a sign of further decline, with some predicting a short squeeze and others anticipating new lows. Discussions also involve the company's partnerships with credit unions and its AI-driven underwriting model amid softer credit conditions.

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 ($PYPL) is trending amid mixed reactions to recent earnings, a new dividend announcement, and partnerships with OpenAI and Google. While some investors see the partnerships and buybacks as bullish signals and potential for long-term growth, others express frustration with the stock's historical performance and question its ability to sustain gains, pointing to broader market sentiment and sector concerns.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending as investors discuss potential connections with NVDA, fueled by rumors of meetings in Korea and NVDA's interest in small-cap investments. The community is also focused on the company's reaffirmed guidance for 2025 and beyond, along with the potential impact of a significant contract, while some express frustration over the stock's current low price and trading patterns.

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<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.

Equity

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.

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 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.

Wells Fargo on Thursday raised its price target on Sarepta Therapeutics, Inc. (SRPT) to $50 from $48 after the company’s second-quarter earnings beat Wall Street expectations on Wednesday.Wells’ new price target of $50 implies nearly 208% upside potential from the stock’s closing price on Wednesday. The analyst kept an ‘Overweight’ rating on the shares.The firm reiterated its confidence in the Elevidys franchise, noting that it sees an intact benefit-risk for ambulatory patients and potential upside from future updates on the non-ambulatory side.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SRPT">Sarepta</a> remained unmoved within ‘neutral’ territory over the past 24 hours while message volume remained at ‘normal’ levels.<figure class="image"><img style="aspect-ratio:627/64;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_07_at_11_16_43_AM_png_bbc7e903bf.webp" alt="SRPT's Sentiment Meter and Message Volume as of 11:15 a.m. ET on Aug. 7, 2025 | Source: Stocktwits" width="627" height="64"><figcaption>SRPT's Sentiment Meter and Message Volume as of 11:15 a.m. ET on Aug. 7, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user opined that the second-quarter sales number shows that the recent patient deaths did not undermine demand.<stembedurl>https://stocktwits.com/parbv/message/624138164</stembedurl>Another highlighted that Elevidys caters to a niche patient population not addressed by many others.<stembedurl>https://stocktwits.com/Bearcase/message/624132232</stembedurl>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. Both non-ambulatory patients suffered from acute liver failure.Duchenne Muscular Dystrophy is a genetic disorder characterized by progressive weakness and chronic inflammation of the skeletal, heart, and respiratory muscles. The disease primarily impacts boys.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, CEO Doug Ingram said on Wednesday.For the second quarter, Sarepta reported total revenues of $611.1 million, above an analyst estimate of $531.04 million, owing to higher net product revenue of Elevidys. Adjusted and diluted earnings per share came in at $2.02, up from $0.43 in the corresponding quarter of 2024, and above an analyst estimate of $0.67.The company also said that it is on track to realize over $100 million in cost savings through the end of 2025 as part of the restructuring announced in July. SRPT stock is down by about 86% this year and by about 87% over the past 12 months.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/duolingo-stock-rockets-30-percent/chrm761Rd37">Duolingo Stock Rockets 30% And Retail Chatter Surges A Whopping 1,400% In 24 Hours: Here’s Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

This Pharma Stock Shot Up 8% Today, Gets A Price Target Hike From Wells Fargo: Here’s Why Retail Sees Opportunity

Wells’ new price target of $50 implies nearly 208% upside potential from the stock’s closing price on Wednesday. 

Sarepta Gets A Price Target Hike From Wells Fargo: Retail Highlights Consistent Demand For Elevidys

Shares of Sarepta Therapeutics Inc. (SRPT) traded 20% higher on Tuesday afternoon after the U.S. Food and Drug Administration (FDA) allowed the company to resume shipping Elevidys, its gene therapy for Duchenne muscular dystrophy, to children who are still able to walk.Elevidys is the first and only gene therapy approved in the U.S. for Duchenne muscular dystrophy, a rare and progressive condition that affects mainly boys and leads to loss of muscle function.Sarepta has been in a quagmire ever since the company reported the deaths of two patients treated with Elevidys from liver failure earlier this year.Sarepta had paused Elevidys' shipments last week to allow the FDA to complete a review of available safety information. The company is still in discussions with the FDA regarding an updated safety labeling on Elevidys. The pause on Elevidys for patients who cannot walk continues as the discussions linger on.On Monday, the company said that the death of an 8-year-old boy in Brazil was deemed unrelated to treatment with Elevidys by the FDA.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SRPT">SRPT</a> is trending in the ‘extremely bullish’ territory, while message volume jumped from ‘high’ to ‘extremely high’ levels over the past 24 hours.<figure class="image"><img style="aspect-ratio:1354/132;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_29_at_2_20_10_PM_png_e1c2ee7b01.webp" alt="SRPT's Sentiment Meter and Message Volume as of 2:30 p.m. ET on July 29, 2025 | Source: Stocktwits" width="1354" height="132"><figcaption>SRPT's Sentiment Meter and Message Volume as of 2:30 p.m. ET on July 29, 2025 | Source: Stocktwits</figcaption></figure>After the hold was lifted on Monday, several analysts expressed relief or more concerns. &nbsp;JPMorgan upgraded Sarepta to ‘Neutral’ from ‘Underweight’ with a $24 price target. The FDA's recommendation to remove the voluntary pause of shipments of Elevidys in ambulatory patients is a "clear win" for the company, the analyst said.Bernstein, meanwhile, believes "it is only a matter of time before we learn of a death in an ambulatory patient that is deemed to be Elevidys-related."BMO Capital noted that while the financial overhang is partially removed with the lift of the hold, it expects a certain "hesitancy" from physicians and patients for Elevidys treatment in the near term.Barclays analyst Gena Wang, meanwhile, upgraded Sarepta to ‘Equal Weight’ from ‘Underweight’ with a price target of $22, up from $10. The suspension removal "removes the worst-case scenario" of a sustained period of Elevidys being off the market, and major liquidity risk is removed for now, it said, while adding that it is looking at greater FDA clarity.SRPT stock is down by 86% this year and by about 89% over the past 12 months.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/lucid-signs-up-timothee-chalamet-as-global-brand-ambassador/choaPQFR5yV">Lucid Signs Up Timothée Chalamet As Global Brand Ambassador: Retail Terms It A Desperate Cash-Draining Move</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did Sarepta Stock Jump 20% On Tuesday? Here’s What JPMorgan, Bernstein, Barclays Said About Elevidys

JPMorgan upgraded Sarepta to ‘Neutral’ from ‘Underweight’ with a $24 price target.

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