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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs upcoming quarterly results are the dominant focus, with traders watching guidance, engagement and advertising growth amid a steep share-price decline. Bears worry about slowing growth, content concerns and a pattern of post-earnings weakness, while bulls argue pessimism is already priced in and a solid outlook could improve sentiment.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

CEO Angelos Stergious next chapter remarks have fueled buyout speculation, while traders are focused on the Phase 3 REGAL AML trials pending 80th-event trigger and eventual results; no acquisition or data leak is confirmed. The rebound has drawn bullish calls, but others view it as volatile, news-free trading and stress that the trial outcome remains uncertain.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs Q3 earnings and guidance are dominating discussion, especially whether AI and data-center growth can support heavy capital spending and a return to profitability. Traders are divided between expecting a strong report and worrying that rising spending, financing needs, and an approaching share unlock could weigh on the stock.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets weak price action and difficulty sustaining rebounds dominate discussion, with traders linking pressure to the broader tech and AI selloff and weighing cloud growth against heavy AI spending and cash-flow concerns ahead of earnings. Bulls see the pullback as a buying opportunity, while bears point to technical weakness and capex risks.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff is drawing attention amid broader funding and return concerns for AI-focused neoclouds, with traders also questioning the companys execution, dilution and delayed Horizon capacity. Co-CEO Daniel Roberts comments that data-center construction has been cash-funded and customer prepayments help finance GPUs are cited by bulls, but have not eased the bearish debate or frustration that IREN is lagging peers.

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

SRPTs rise is being linked by traders both to strength across biotech and to the reported Silence Therapeutics acquisition, which some see as a sign of pharma interest in siRNA therapies relevant to Sareptas pipeline. Others view the move as a sector-driven bounce or short covering, and say upcoming DM1 and FSHD datanot a confirmed Sarepta-specific announcementwill be key.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas potential Monee fintech listing and launch of its Sea Cloud AI venture are fueling debate as shares sell off: some traders see a possible Monee separation and cloud investment as sources of uncertainty, while others argue the moves could unlock value and expand growth. The decline has intensified bearish technical commentary and speculation about insider selling, alongside bullish claims that the reaction is an overreaction.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM shares are falling despite a third-quarter earnings and revenue beat and a new buyback authorization, as investors focus on a narrowed full-year profit outlook with its midpoint unchanged rather than an upgrade. Traders are split between viewing the selloff as overdone given stronger cash-flow guidance and capital returns, and seeing the outlook and softer vehicle sales as reasons for caution.

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 drawing attention as traders position around the detailed Phase 3 results for its personalized melanoma cancer vaccine with Merck at ESMO, following a positive topline readout. Bulls see the data as validation of its oncology platform, while skeptics warn that the sharp rally may have priced in strong results and could reverse on a sell-the-news reaction.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders watching Google Cloud and Gemini for signs of growth. The discussion is divided between optimism about AI and cloud momentum and concern that heavy AI spending, alongside recent share-price weakness, could weigh on returns.

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Stocktwits Pharma Pulse: Moderna-Merck Cancer Vaccine Grabs Spotlight As Kidney-Cancer And MS Data Pour In 

Equity

Humacyte, Vera, Maze and Climb Bio will present dialysis-access and kidney-disease findings at ASN Kidney Week.

ASND Shares Shrug Off Positive European Opinion For FDA-Approved Achondroplasia Drug

Ascendis said the Committee for Medicinal Products for Human Use adopted a positive opinion on Ascendis’s application seeking approval for the drug in achondroplasia.

BNTX Stock Selloff Deepens Doubts: BMO Ties BNT113 Miss To Wider mRNA Cancer Vaccine Struggles

BMO Capital Markets analyst Evan David Seigerman said that the PFS miss for BNT113 “adds to a growing list of recent mRNA cancer vaccine setbacks” and is likely to pressure the stock. 


Prelude Therapeutics Teams Up With Lilly To Test Experimental Breast Cancer Drug In Phase 1 Trial

Prelude expects patient enrollment to begin in Q4 2026, starting with monotherapy dose escalation before advancing to combination cohorts.


Stocktwits Pharma Pulse: JNJ Earnings, Cancer Updates And Two FDA Target Dates — The Week’s Biotech Watchlist 

JNJ reports third-quarter results on Tuesday, and Koyfin analysts expect modest revenue growth and lower earnings.

Stocktwits Pharma Pulse: Roche Faces FDA Decision, Gene-Therapy Stocks Step Into Focus — The Week’s Biotech Watchlist

Rocket, RegenXBio, Precision BioSciences, Kyverna and uniQure will present on Monday at a cell and gene-therapy conference.

Biotech Lagged The Broader Market In September — Did Retail Favorites SLS, IBRX, VNDA And IOVA Dodge XBI’s Slump? 

IOVA surged 77% and IBRX gained 11%, bucking biotech’s decline, while SLS fell 14% and VNDA slipped 7%. 

KOD Stock Cracks September’s Top 5 Biotech Gainers On Eye Drug Win — But ‘Pharma Bro’ Shkreli Says It ‘Still Sucks’ 

Martin Shkreli, who said he was short KOD before the readout, questioned Zenkuda’s edge over Eylea and dismissed the added IL-6 targeting in KSI-501.

Stocktwits Pharma Pulse: Lilly, Novo Lead A Busy Week — Here Are The Stocks And Readouts To Watch 

Novo has 44 abstracts at EASD, including CagriSema analyses and Phase 2b Zenagamtide results.

MRNA On Track To Be September's No. 2 S&P 500 Stock — But These 5 Smaller Health Care Names Did Even Better

Five smaller stocks with market caps above $100 million beat MRNA’s monthly gain: INDP rose 249%, CYPH 124%, MNOV 85%, GRAL 58% and SRZN 53%.

iShares Trust - iShares Biotechnology ETF

Extremely Bullish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$MRNA" data-symbol-id="MRNA" href="https://stocktwits.com/symbol/MRNA" target="_blank">Moderna</a> and Merck will present Phase 3 melanoma findings on Saturday for their personalized cancer treatment combined with Keytruda.</li><li>Arcus will share Casdatifan kidney-cancer data on Tuesday, while Achieve presents yearlong smoking and vaping cessation findings.</li><li>TG Therapeutics and Kyverna will present CAR-T findings in neurological diseases, including progressive multiple sclerosis.</li></ul><p>The biotech spotlight will move from kidney cancer to Huntington’s disease and personalized cancer treatment this week, as Arcus Biosciences (RCUS), Alnylam (ALNY), Moderna (MRNA) and Merck (MRK) deliver clinical updates amid a busy schedule of earnings and medical conferences.</p><p>The<a href="https://stocktwits.com/symbol/XLV">&nbsp;Health Care Select Sector SPDR Fund (XLV)</a> gained 3% last week, outperforming the<a href="https://stocktwits.com/symbol/SPY">&nbsp;SPDR S&amp;P 500 ETF Trust (SPY)</a>, which fell 2%, and the<a href="https://stocktwits.com/symbol/QQQ">&nbsp;Invesco QQQ Trust (QQQ)</a>, down 6%. The<a href="https://stocktwits.com/symbol/IBB">&nbsp;iShares Biotechnology ETF (IBB)</a> declined 2.2%, trailing SPY but holding up better than QQQ, while the<a href="https://stocktwits.com/symbol/XBI">&nbsp;SPDR S&amp;P Biotech ETF (XBI)</a> dropped 6%.</p><p><img src="https://news.stocktwits-cdn.com/pharma_pulse_14c016fc9d.png" alt="pharma pulse.png"></p><p>&nbsp;</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Date</td><td>Ticker/Event</td><td>Development</td></tr><tr><td>Oct.19</td><td>EPRX / UEG Week</td><td>Oral presentation on tissue changes following EP-104GI treatment in eosinophilic esophagitis</td></tr><tr><td>Oct.19</td><td>IMTX / TNGX / ORIC</td><td>Scheduled publication of regular ESMO abstracts</td></tr><tr><td>Oct.20</td><td>RCUS</td><td>New ARC-20 Casdatifan kidney-cancer finding and investor event&nbsp;</td></tr><tr><td>Oct.20</td><td>ACHV / CHEST</td><td>Presentation of 52-week ORCA-OL Cytisinicline efficacy data</td></tr><tr><td>Oct.20</td><td>RGNX</td><td>Sura-vec wet-AMD investor event&nbsp;</td></tr><tr><td>Oct.21</td><td>ABT / DHR / TMO</td><td>Q3 results</td></tr><tr><td>Oct.21</td><td>KYTX / IMUX</td><td>Stiff person syndrome and progressive MS presentations</td></tr><tr><td>Oct.22</td><td>RHHBY / ARGX</td><td>Roche’s quarterly sales update and Argenx’s results</td></tr><tr><td>Oct.22</td><td>VERA / HUMA</td><td>Origin 3 kidney-disease analysis and interim Phase 3 dialysis-access findings</td></tr><tr><td>Oct.22</td><td>TGTX / ZBIO</td><td>Briumvi, Obexelimab and Orelabrutinib presentations</td></tr><tr><td>Oct.23</td><td>ALNY / TGTX / KYTX</td><td>Huntington’s disease and progressive-MS clinical updates</td></tr><tr><td>Oct 23</td><td>TNGX</td><td>Pancreatic-cancer investor webcast</td></tr><tr><td>Oct.23</td><td>IMTX / BHVN / CATX</td><td>Early-stage cancer-treatment presentations at ESMO</td></tr><tr><td>Oct.24</td><td>MRNA / MRK / CMPX / IMTX</td><td>Melanoma, biliary tract cancer and Prame-program findings</td></tr><tr><td>Oct.24</td><td>VERA / MAZE / CLYM</td><td>Clinical presentations at ASN Kidney Week</td></tr></tbody></table></figure></div><h2 class="st-heading-2"><strong>Arcus And Achieve Lead Early Data Watch</strong></h2><p>Arcus Biosciences (RCUS) will present kidney-cancer findings on Tuesday from its ARC-20 study of Casdatifan. The update covers initial treatment combinations: Casdatifan plus Cabozantinib in 43 previously treated patients, and Casdatifan alone in 121 more heavily treated patients. Median follow-up is about 21 months for the Cabozantinib combination and 28 months for Casdatifan alone.</p><p>Achieve Life Sciences (ACHV) will present year-long Cytisinicline findings on Tuesday at CHEST in Phoenix. The ORCA-OL study enrolled 475 adults who smoked or vaped and received the drug alongside behavioral support. Results include lab-confirmed measures of quitting. Achieve plans to resubmit its smoking-cessation application in the fourth quarter after a June FDA rejection that the company said concerned manufacturing and labeling, with no clinical efficacy or safety deficiencies identified.</p><p>Eupraxia Pharmaceuticals (EPRX) will present on Monday at UEG Week in Barcelona on tissue changes following EP-104GI treatment for eosinophilic esophagitis, an inflammatory condition that can make swallowing difficult. The findings come from the early, open-label Resolve study, while interim results from its randomized Phase 2b portion are expected in December.</p><p>RegenXBio (RGNX) will review its sura-vec treatment for wet age-related macular degeneration at a Tuesday investor event ahead of trial results expected in the fourth quarter.</p><h2 class="st-heading-2"><strong>Roche And Argenx Take Results Spotlight</strong></h2><p>Roche (RHHBY) will report third-quarter sales on Thursday. First-half sales grew 6%, excluding currency effects but fell 2% in Swiss francs. Growth was led by Xolair, Hemlibra, Ocrevus, Phesgo and Vabysmo.</p><p>Argenx (ARGX) also reported on Thursday, following positive Phase 2 findings for its celiac-disease treatment FB102 and its decision to stop its Phase 3 Sjogren’s disease trial after an interim analysis indicated it was unlikely to succeed. Abbott (ABT), Danaher (DHR) and Thermo Fisher Scientific (TMO) report on Wednesday.</p><h2 class="st-heading-2"><strong>Neurological CAR-T Studies In Focus</strong></h2><p>TG Therapeutics (TGTX) will present its first Phase 1 Azer-cel results in primary progressive multiple sclerosis (MS) on Friday at MSToronto2026, with the full abstract due Wednesday. The treatment uses genetically modified donor immune cells. Other presentations cover seven-year Briumvi outcomes, findings from routine care and a simplified initial dosing schedule.</p><p>Kyverna Therapeutics (KYTX) will present one-year Phase 2 Kysa-8 findings for miv-cel in stiff person syndrome on Wednesday, followed by updated results from a physician-led Phase 1 study in progressive MS on Friday.</p><p>Immunic (IMUX) will share longer-term progressive-MS findings from Calliper on&nbsp; Wednesday. Zenas BioPharma (ZBIO) follows on Thursday with Phase 2 MS findings for Obexelimab and Orelabrutinib.</p><h2 class="st-heading-2">Huntington’s And Cancer Data Close Trading Week</h2><p>Alnylam Pharmaceuticals (ALNY) will present initial Phase 1 ALN-HTT02 results on Friday at the European Huntington’s Disease Network congress in Krakow. Developed with Regeneron, the investigational RNA-interference treatment targets huntingtin, the protein implicated in Huntington’s disease.</p><p>Tango Therapeutics (TNGX) will hold a pancreatic-cancer webcast on Friday discussing Vopimetostat combined with Daraxonrasib or Zoldonrasib. The study involves patients with MTAP-deleted, RAS-mutant cancers.&nbsp;</p><h2 class="st-heading-2"><strong>Kidney Week Puts HUMA And VERA In Focus</strong></h2><p>Humacyte (HUMA) will present interim Phase 3 V012 results on Thursday, comparing its tissue-engineered vessel with a conventional fistula for dialysis access in women with end-stage kidney disease. The company targets a supplemental FDA application this quarter.</p><p>Vera Therapeutics (VERA) will present its Origin 3 final efficacy analysis on Thursday, following the September announcement of the results. Saturday brings separate interim Phase 2 Pioneer findings in IgA nephropathy and primary membranous nephropathy.</p><p>Maze Therapeutics (MAZE) presents additional detail from its previously reported Phase 2 Horizon kidney-disease study on Saturday. Climb Bio (CLYM) presents healthy-volunteer CLYM116 findings on Thursday and preliminary Phase 2 Budoprutug results in primary membranous nephropathy on Saturday.</p><h2 class="st-heading-2"><strong>Moderna And Merck Lead ESMO’s Saturday Watchlist</strong></h2><p>ESMO opens on Friday in Madrid. Moderna (MRNA) and Merck (MRK) will present Phase 3 INTerpath-001 melanoma findings on Saturday, testing individualized treatment intismeran autogene plus Keytruda against Keytruda alone after surgery.</p><p>The companies previously announced improvements in recurrence-free and distant-metastasis-free survival. Overall-survival evaluation continues. Moderna will also host an investor webcast on Saturday.</p><p>Compass Therapeutics (CMPX) presents Companion-002 findings on Saturday. Tovecimig plus Paclitaxel improved response rates and progression-free survival in previously treated biliary tract cancer, but did not demonstrate a statistically significant overall-survival benefit. Compass says the FDA recommended another trial demonstrating a survival benefit before an application.</p><p>Immatics (IMTX) presents IMA203CD8 cell-therapy findings on Friday, followed Saturday by IMA402 bispecific data and Anzu-cel melanoma follow-up. Biohaven (BHVN), Perspective Therapeutics (CATX) and Eikon Therapeutics (EIKN) also have early-stage cancer presentations on Friday.</p><p>Additional presentations include Incyte’s (INCY) CDK2-inhibitor findings on Friday and colorectal-cancer bispecific data on Saturday, alongside Regeneron’s (REGN) final Phase 2 analysis of Cemiplimab before surgery in cutaneous squamous-cell carcinoma on Saturday.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-musk-tesla-value-optimus-cybercab-analyst-flying-halo-car-luring-buyers/cZx8eXmRBtv">TSLA Stock Rises Overnight: Musk Bets Tesla’s Value On Optimus, Cybercab — Analyst Sees Flying ‘Halo Car’ Luring Buyers&nbsp;</a></p>

In this photo illustration, silhouette of hands in medical gloves hold a medical syringe and a vial in front of Pfizer,Biontech,AstraZeneca,Moderna,Johnson & johnson,Novavax,Merck and Janssen logos. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Current Price	$210.56
Prev Close	$204.06
Open	$205.19
Dividend Yield	N/A
50-Day Moving Average	$206.81
Beta	N/A
Avg. Volume	1.52M
PE Ratio	N/A

52-Week High	$217.12
52-Week Low	$153.25
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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