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BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BCRX is drawing attention ahead of quarterly results, with investors focused on whether ORLADEYOs growth can support the stock while the company waits for pipeline progress, especially Navenibart data. The conversation is divided between bullish views that recurring revenue and future HAE treatments are undervalued and frustration over weak share performance, dilution, competition, and managements acquisition-focused strategy.

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

Discussion centers on CADLs planned Q4 BLA submission for CAN-2409 in localized prostate cancer and upcoming clinical-data presentations, including at SITC. Optimism about the Phase 3 results and pipeline is offset by frustration over the share-price decline, with traders debating macro biotech weakness, CEO share sales, possible dilution, and whether the filing will stay on schedule.

Alnylam Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing novel therapeutics based on ribonucleic acid interference. The company was founded by Noble Laureate, David Bartel, Thomas Tuschl, Phillip Zamore, Paul R. Schimmel, and Phillip Allen Sharp on June 14, 2002, and is headquartered in Cambridge, MA.

Alnylam Pharmaceuticals Inc

Alnylams post-earnings selloff is centered on concerns that Amvuttra demand is slowing and TTR sales guidance has been trimmed, despite strong product growth; traders also question how much the reported profit reflects a one-time tax benefit rather than durable earnings. The reaction is sharply divided between criticism of management and further downside risk versus dip-buyers who view the drop as an overreaction to commercial growth concerns and delayed pipeline updates.

XPeng, Inc. is a global physical AI company, which engages in bringing artificial intelligence into the physical world to reshape future mobility and smart living. It developed a full-stack physical AI architecture spanning Turing AI chips, world foundation models, and integrated software and hardware applications. The firm's product portfolio includes smart EVs, robotaxis, and humanoid robots. The company's sales and services drives continuous technological innovation and fosters an open physical AI ecosystem, making life smarter, safer, and better for users worldwide. XPeng, Inc. was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPengs record October deliveries and rapid overseas growth are drawing attention, but traders are focused on whether November and December can sustain the pace needed to meet the Q4 goal. Reactions are mixed: some see momentum in expanding sales, while others question execution, margins and the impact of intense China EV competition as the stock remains under pressure.

Interactive Brokers Group, Inc. is an investment holding company, which engages in broker or dealer and proprietary trading businesses. It offers custody and service accounts for hedge and mutual funds, exchange-traded funds, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. The company was founded by Thomas Pechy Peterffy in 1977 and is headquartered in Greenwich, CT.

Interactive Brokers Group Inc - Ordinary Shares - Class A

Interactive Brokers Group Inc 

Interactive Brokers quarterly results are driving discussion, with traders weighing strong account growth and net interest income against softer trading activity. Reactions are split: some see a solid business update, while others are frustrated that the shares fell despite results broadly meeting expectations.

ProShares Trust II - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

Traders are using SCO to bet on a pullback in crude oil, often citing hopes for Iran de-escalation and restored shipping through the Strait of Hormuz, while continued regional tensions keep oil-price expectations volatile. Many also complain that SCOs leveraged daily reset and futures-curve effects have eroded returns or made it track oil declines poorly.

Avalanche (AVAX) is a cryptocurrency launched in 2020. Avalanche has a current supply of 470,674,773.0976502 with 444,005,973.0976502 in circulation. The last known price of Avalanche is 8.56026703 USD and is up 0.21 over the last 24 hours. It is currently trading on 1132 active market(s) with $277,939,674.22 traded over the last 24 hours. More information can be found at https://avax.network/.

Avalanche

AVAX is drawing attention after a sharp rally that traders link to growing institutional and real-world-asset tokenization activity on Avalanche, including discussion of a Goldman Sachs treasury fund on an AVAX-based network. Bulls see a breakout and renewed adoption narrative, while skeptics call the move speculative and warn that gains may fade.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

FDA approval of Inovios competing RRP treatment has put pressure on Precigens PAPZIMEOS and raised questions about future market share. Traders debate the threat: some emphasize Inovios potential to reduce surgery burden, while others cite PAPZIMEOSs first-mover position, full approval, and established commercial and reimbursement setup.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines decision to delay its quarterly results by a week to finalize financial statements has driven a sharp selloff. Traders are divided over whether the postponement is a routine procedural issue or a warning sign about the results or accounting, with no resolution confirmed.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

ARMs steep decline is being discussed alongside a broader semiconductor and AI-stock selloff, with Intels weak outlook cited by some traders as adding pressure. The debate centers on whether the drop reflects an overdue valuation reset and concerns about CPU competition, or a buying opportunity given Arms role in AI and data-center computing.

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Buy, Sell or Hold LLY Stock? Key Factors to Watch Ahead of Q3 Earnings

Lilly heads into Q3 earnings with Mounjaro, Zepbound and new drugs fueling growth, but pricing pressure, rising costs and competition pose challenges.

How Will Novo's GLP-1 Portfolio Sales Aid Upcoming Q3 Results?

NVO's Ozempic and Wegovy sales will be in focus for Q3 results as oral GLP-1 launches expand, while pricing pressure and competition challenge growth.

How Will Eli Lilly's GLP-1 Portfolio Sales Aid Upcoming Q3 Results?

LLY's surging Mounjaro and Zepbound sales, alongside Foundayo's expanding market access, strengthen its GLP-1 growth momentum ahead of Q3 results.

Novo Down 11% in a Month: How Should Investors Approach the Stock Now?

NVO's 11% slide in a month reflects intensifying LLY competition, pricing pressure and a lack of near-term growth visibility despite its long-term pipeline potential.

LLY Stock Down 2% in 3 Months: Is the Dip a Buying Opportunity?

LLY's recent dip reflects valuation and competition concerns, but strong GLP-1 demand, pipeline growth and diversification support its long-term outlook.

Can Novo's Licensing Strategy Build Its Next Wave of Oral Medicines?

NVO's latest Hengrui deal adds a phase I-ready, once-weekly oral GLP-1/GIP candidate, building on deals for oral drug-delivery tech and small-molecule approaches.

Can Novo's Rare Disease Pipeline Add a New Growth Pillar Beyond GLP-1?

NVO's rare disease pipeline gains momentum as Frehemgo and Sogroya receive positive CHMP opinions for EU approval, opening new growth opportunities beyond GLP-1.

VKTX Stock On Track To Beat LLY, NVO This Month After Obesity Drug Data — Can Viking Win Over Wegovy And Zepbound Users?

Equity

Obesity specialist Lou Aronne said switching from a GLP-1 drug to a dual GLP-1/GIP drug could mean greater weight loss.

VKTX, GPCR, ALT Stocks Rise: Novo Nordisk Signals Bigger M&A As It Chases Over 5 ‘Multi-Blockbusters’

Novo targets over $23 billion in risk-adjusted pipeline sales by 2035, excluding any contribution from future acquisitions.

LLY Stock Down Around 7% in a Month: Buy the Dip or Stay Cautious?

LLY's GLP-1 momentum, Foundayo launch and retatrutide pipeline support growth, but premium valuation and rising competition weigh on the stock.

Structure Therapeutics, Inc. is a clinical stage global biopharmaceutical company, which engages in developing novel oral therapeutics to treat a wide range of chronic diseases with unmet medical needs. Its pipeline includes Aleniglipron GSBR-1290, ACCG-2671, GIPR, GCGR, ANPA-0073, and LTSE-2578. The company was founded by Raymond C. Stevens in 2016 and is headquartered in South San Francisco, CA.

Structure Therapeutics Inc - ADR

Bearish Sentiment

<ul class="summary-bullets"><li>VK2735 patients kept up to 97% of lost weight with shots every other week and up to 90% with monthly shots.</li><li>Aronne called stopping treatment the “biggest threat” to keeping weight off and said fewer shots could help.</li><li>Average analyst targets imply 131% upside for VKTX, versus 13% for LLY and 19% for NVO.</li></ul>A sharp rally in Viking Therapeutics (VKTX) has put its obesity drug VK2735 back in the spotlight, with the stock pulling ahead of Eli Lilly (LLY) and Novo Nordisk (NVO) as investors weigh whether Viking could one day draw patients away from Wegovy and Zepbound.<a href="https://stocktwits.com/symbol/VKTX">VKTX stock</a> jumped 36% on Tuesday, logging its biggest one-day gain in over 2 years, after Viking reported that patients who lost weight on weekly VK2735 injections kept most of it off when they moved to less frequent shots. Retail sentiment also hit a record high, adding to a rally that has made Viking a standout among obesity-drug stocks.VKTX has gained 25% over the past month, compared with a 1% rise for&nbsp;<a href="https://stocktwits.com/symbol/LLY">LLY</a> and a 13% decline for&nbsp;<a href="https://stocktwits.com/symbol/NVO">NVO</a>. Viking has also outpaced smaller obesity-drug developers&nbsp;<a href="https://stocktwits.com/symbol/ALT">Altimmune (ALT)</a>, up 10%, and&nbsp;<a href="https://stocktwits.com/symbol/GPCR">Structure Therapeutics (GPCR)</a>, down 20%.&nbsp;<img src="https://news.stocktwits-cdn.com/vktx_monthly_1622258c16.png" alt="vktx monthly.png"><h2 class="st-heading-2">Could Viking Win Over Rival Drug Users?</h2>During Tuesday’s study-results call, an analyst asked how VK2735 might perform in patients switching from approved injectables such as Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound. Obesity specialist Lou Aronne said that the outcome could depend on the treatment a patient leaves.“Going from a triagonist to a dual agonist, you might expect some weight gain. Going from a mono-agonist to a dual agonist, you would expect greater weight loss,” Aronne said. For a switch between two dual agonists, he expects the magnitude of weight loss to be similar.&nbsp; Wegovy’s Semaglutide acts on GLP-1, while Zepbound’s Tirzepatide and Viking’s VK2735 act on both GLP-1 and GIP.&nbsp;&nbsp;However, Viking tested whether patients could maintain weight loss while taking fewer injections. In a study of about 180 adults with obesity, those receiving weekly VK2735 lost 16% to 19% of their body weight over 21 weeks. During the next 12 weeks, patients moved to every-other-week shots retained up to 97% of that loss, and those moved to monthly shots retained up to 90%. Patients switched to placebo retained 61%.&nbsp;An exploratory group that stayed on weekly VK2735 reached a mean weight loss of 21.7% at week 33, with no plateau observed. Gastrointestinal side effects during the less frequent maintenance schedules were similar to placebo.For Aronne, the opportunity is in helping patients stay on treatment after they reach their weight-loss goals. “If you look at the biggest threat to weight loss maintenance with the current drugs, it's that people stop taking them after a period of time,” he said. “If they could take them less frequently, I firmly believe that they would do a better job of it.”Viking hopes to examine both every-other-week and monthly dosing in extensions of its Phase 3 injectable trials. CEO Brian Lian said that the company has asked the FDA questions about dose selection and frequency and has not settled on the regimens.<h2 class="st-heading-2">VKTX’s Upside Forecast Dwarfs LLY And NVO&nbsp;</h2>Analysts also see more upside in Viking than in the established obesity-drug makers. VKTX’s average 12-month price target of $94.45 implies a 131% upside from current levels. Of the 20 analysts covering the stock, 5 rate it ‘Strong Buy,’ 13 rate it ‘Buy,’ and 2 rate it ‘Hold.’ None rate it ‘Sell’ or ‘Strong Sell.’Lilly’s average target of $1,325.39 implies a 13% upside from its last close. Among its 30 covering analysts, 6 rate it ‘Strong Buy,’ 19 ‘Buy,’ 3 ‘Hold,’ 1 ‘Sell’ and 1 ‘Strong Sell.’ Meanwhile, Novo’s implied upside stands at 19%, though its ratings are more cautious. Of 25 analysts, 5 rate it ‘Buy,’ 16 ‘Hold,’ 3 ‘Sell’ and 1 ‘Strong Sell.’ None rate it ‘Strong Buy.’Over the past year, VKTX and LLY each gained about 56%, while NVO fell 33%. Viking also outpaced the&nbsp;<a href="https://stocktwits.com/symbol/XLV">Health Care Select Sector SPDR Fund (XLV)</a>, up 26%, and the&nbsp;<a href="https://stocktwits.com/symbol/IBB">iShares Biotechnology ETF (IBB)</a>, up 47%, but trailed the&nbsp;<a href="https://stocktwits.com/symbol/XBI">SPDR S&amp;P Biotech ETF (XBI)</a>, which climbed 67%.<img src="https://news.stocktwits-cdn.com/vktx_1_year_28494b0880.png" alt="vktx 1-year.png"><h2 class="st-heading-2">Obesity Giants Building Their Next Line Of Defense&nbsp;</h2>Viking’s results come after a difficult start to the week for Novo. On Monday, the Wegovy maker presented Phase 3 data for its investigational drug CagriSema and outlined longer-term growth plans at its capital markets day. But investors remained concerned about competition and the future of its portfolio as key Semaglutide exclusivity approaches its end in the early 2030s.Novo CEO Mike Doustdar said on Tuesday that the company was interested in deals where an outside developer had produced a better drug that could fill a gap in its pipeline. Novo’s partnering strategy includes acquiring small and midsize biotech companies or their assets.&nbsp;Lilly has also been an active acquirer this year, expanding into areas beyond obesity through deals including Merida Biosciences and AtaiBeckley. Meanwhile, its existing weight-loss franchise continues to grow: second-quarter Zepbound sales hit about $4.9 billion, while Mounjaro, its diabetes drug containing the same active ingredient, generated about $9.9 billion.Viking is still building the evidence it would need to challenge the franchises. Its two injectable Phase 3 trials are fully enrolled, with results expected in 2027, and it is preparing Phase 3 studies of an oral VK2735 formulation.<h2 class="st-heading-2">How Do Retail Traders Feel About VKTX, NVO And LLY?</h2>Retail attention has picked up across all three stocks, though sentiment has moved in different directions.&nbsp;On Stocktwits, VKTX sentiment climbed to a record 95 out of 100, rising to 'extremely bullish' from 'bullish' a month ago, as message volume surged 352%&nbsp;over the same period. Followers are up 6% over the past year.Novo saw an even sharper&nbsp;shift,&nbsp;with sentiment&nbsp;swinging to ‘extremely bullish’ from ‘bearish,’ alongside a 210% jump in monthly message volume&nbsp;and a 36% rise in followers over the past year. Lilly’s sentiment improved to ‘neutral’ from ‘bearish,’ with message volume up 58% over the past month and followers up 17% over the past year.One user&nbsp;<a href="https://stocktwits.com/zackopaw/message/664831698">pointed</a> to Viking’s valuation alongside Zepbound and Mounjaro sales, saying, “Current mcap is 3.5 bn $. Do ur math.” Another&nbsp;<a href="https://stocktwits.com/biolover/message/664789310">argued</a> that Viking’s dosing options could appeal more than the Wegovy pill. However, a skeptical user&nbsp;<a href="https://stocktwits.com/dirtybug/message/664827065">cautioned</a> that people already doing well on Ozempic or Zepbound might be less likely to join VK2735 trials, making comparisons difficult.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fisv-stock-climbs-overnight-after-7-day-red-streak-canada-s-winnipeg-blue-bombers-selects-clover-for-game-day-commerce/cZMEXL4RB7k">FISV Stock Climbs Overnight After 7-Day Red Streak: Canada’s Winnipeg Blue Bombers Selects Clover For Game-Day Commerce&nbsp;</a>

In this photo illustration, the Viking Therapeutics logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Altimmune Inc

iShares Biotechnology ETF

Lilly(Eli) & Co

Novo Nordisk A/S

Viking Therapeutics Inc

SPDR S&P Biotech ETF

Health Care Select Sector SPDR Fund

Hold rates steady

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Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$21.87
Prev Close	$21.94
Open	$21.59
Dividend Yield	0.00%
50-Day Moving Average	$33.44
Beta	0.96
Avg. Volume	1.39M
PE Ratio	-7.10

52-Week High	$94.90
52-Week Low	$20.50
Market Capitalization	$1.56B
EPS (Annual)	-$2.39
Price to Book	1.15
Revenue Per Employee	$0.00

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