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Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilios latest earnings beat and raised full-year outlook were overshadowed by softer fourth-quarter organic-growth guidance, signaling a slowdown from the prior quarter. Traders are debating whether the selloff is an overreaction to the outlook or a justified repricing for decelerating growth and weaker customer expansion.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

Investors are focused on Revolution Medicines upcoming quarterly update for the first full quarter of RASONQUE sales, especially whether new-patient starts show an accelerating launch ramp. Traders are weighing the drugs clinical success and broader pipeline against questions about commercial uptake, competition, and the stocks recent volatility.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is pulling back alongside weakness in cybersecurity and technology stocks, while traders also cite put-heavy options activity and circulate unverified claims of a DHS-related data exposure. The planned S&P 500 inclusion is a bullish counterpoint, but discussion questions whether index-related demand can offset sector pressure and valuation concerns.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradynes strong quarterly results are being overshadowed by a selloff as traders question its next-quarter outlook and cite margin pressure, product mix, and competition. Bulls point to AI-driven chip-testing demand, while bearish comments and put-heavy options positioning reflect concern that the growth outlook may not justify the stocks valuation.

Chainlink (LINK) is a cryptocurrency launched in 2017and operates on the Ethereum platform. Chainlink has a current supply of 1,000,000,000 with 748,099,970.42488396 in circulation. The last known price of Chainlink is 11.67852871 USD and is up 2.18 over the last 24 hours. It is currently trading on 2313 active market(s) with $325,834,414.23 traded over the last 24 hours. More information can be found at https://chain.link/.

ChainLink

LINKs sharp rally and elevated trading activity have sparked bullish calls for a breakout, while traders debate whether it can clear resistance or will pull back. Supporters point to Chainlinks institutional and tokenization integrations, while skeptics question whether network adoption will translate into value for the LINK token.

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

Inovios FDA accelerated approval of Voceryq, a competing treatment for recurrent respiratory papillomatosis, has raised concerns about competition for Precigens PAPZIMEOS and prompted a sharp selloff. Traders disagree over the threat, weighing Voceryqs potential to reduce surgeries against PAPZIMEOSs commercial head start and full-approval status, while questioning Inovios reimbursement and launch execution.

TRON (TRX) is a cryptocurrency launched in 2018. TRON has a current supply of 95,022,365,191.094644 with 95,022,375,662.737444 in circulation. The last known price of TRON is 0.30232528 USD and is down -8.04 over the last 24 hours. It is currently trading on 1389 active market(s) with $1,465,217,312.79 traded over the last 24 hours. More information can be found at https://trondao.org/.

Tron

TRON is drawing attention for its relatively steady price action and repeated technical-trading discussion, with many posts describing consolidation or a pullback after a rally. Traders are split between viewing the dip as a healthy pause with long-term strength and worrying that TRX is lagging or could fall further.

Twist Bioscience Corp. engages in the development of a proprietary semiconductor-based synthetic DNA manufacturing process. It operates through the following geographical segments: Americas, EMEA, and APAC. The Americas segment consists of the United States of America, Canada, Mexico, and South America. The EMEA segment includes Europe, Middle East, and Africa. The APAC segment focuses on Japan, China, South Korea, India, Singapore, Malaysia, and Australia. The company was founded by William Marine Banyai, Emily Marine Leproust, and Bill James Peck in 2013 and is headquartered in San Francisco, CA.

Twist Bioscience Corp

TWST is drawing attention after a sharp, high-volume selloff following a steep rally, with traders linking the move to profit-taking and a broader pullback across speculative genomics and biotech stocks rather than a clearly identified company-specific catalyst. The community is split between bearish concerns about valuation and insider selling and bullish claims of short pressure or market manipulation.

Onyxcoin (XCN) is a cryptocurrency launched in 2021and operates on the Ethereum platform. Onyxcoin has a current supply of 53,402,422,627.32441369 with 40,400,796,729.46127832 in circulation. The last known price of Onyxcoin is 0.00378971 USD and is down -1.54 over the last 24 hours. It is currently trading on 205 active market(s) with $5,616,621.35 traded over the last 24 hours. More information can be found at https://onyx.org.

Onyxcoin

Onyxs ecosystem expansionparticularly discussion of a Robinhood Chain testnet bridge involving ETH and tokenized TSLAis drawing attention, with some traders seeing potential in tokenized assets and payments. Others focus on XCNs weakness and volatile spikes, questioning whether the developments are translating into sustained demand.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,811.032761 with 281,866,747.320393 in circulation. The last known price of OFFICIAL TRUMP is 1.57555883 USD and is down -1.93 over the last 24 hours. It is currently trading on 744 active market(s) with $126,884,732.61 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

TRUMP memecoins steep decline from its launch highs and reported losses among retail holders dominate discussion, with many traders calling it a pump-and-dump while others argue for accumulating or expect a rebound. The debate is closely tied to backlash over Trump and his familys crypto ventures, though claims of a deliberate scam remain traders opinions.

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Anticipation of QUILT-2.005 Phase 3 topline results for ANKTIVA plus BCG in first-line, BCG-nave bladder cancer dominates discussion, with traders watching for evidence that could support a broader label and the planned supplemental filing. Bulls see the readout and quarterly sales update as potential validation of the growth story, while skeptics highlight execution and competition; some attribute a recent bounce to Jim Cramers favorable remarks, though others dismiss that as temporary.

SLS, IOVA, IBRX Slump In October As Biotech Stocks Hold Steady: Virginia Pension Fund Raised Stakes In All 3

Equity

Virginia Retirement Systems raised its stakes in all three stocks, with combined holdings worth nearly $3 million at September-end.

Insmed (INSM) Reports Q3 Loss, Tops Revenue Estimates

Insmed (INSM) delivered earnings and revenue surprises of -35.29% and +4.62%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Prime Medicine, Inc. (PRME) Surges 23.2%: Is This an Indication of Further Gains?

Prime Medicine, Inc. (PRME) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

IBRX Stock Rises Overnight: Jim Cramer Backs ImmunityBio As A ‘Very Good Spec’ Amid Biotech Takeover Wave

ImmunityBio expects November results from a 366-patient Anktiva trial and plans a fourth-quarter FDA filing.

Is HeartSciences Inc. (HSCS) Stock Outpacing Its Medical Peers This Year?

Here is how HeartSciences Inc. (HSCS) and ImmunityBio (IBRX) have performed compared to their sector so far this year.

ImmunityBio Locks Anktiva Trial Database, Eyes November Results As FDA Filing Nears 

ImmunityBio is nearing final results from a trial testing whether adding ANKTIVA to BCG improves complete response rates and response durability in patients with BCG-naïve bladder cancer.



ImmunityBio Announces Database Lock for Registrational Trial of Locally Delivered, Chemotherapy-Free ANKTIVA Plus BCG in BCG-Nave Non-Muscle Invasive Bladder Cancer

ImmunityBio, Inc. (NASDAQ: IBRX), an immunotherapy company, today announced completion of the database lock for Cohort A of QUILT-2.005 (NCT02138734), its randomized, controlled, registrational trial evaluating ANKTIVA (nogapendekin alfa inbakicept-pmln) in combination with Bacillus Calmette-Gurin...

ImmunityBio Reports Phase 3 Data Showing 84% Cystectomy Avoidance at Three Years and Complete Responses Beyond 53 Months with ANKTIVA Plus BCG in BCG-Unresponsive NMIBC With CIS, With or Without Papillary Tumors

ImmunityBio, Inc. (NASDAQ: IBRX), a commercial-stage immunotherapy company, today announced the publication of long-term data from the Phase 2/3 QUILT-3.032 study (N=100) in the Journal of Urology. The study evaluated ANKTIVA (nogapendekin alfa inbakicept-pmln) in combination with Bacillus...

FDA Expands ImmunityBio's Anktiva Label in Bladder Cancer

IBRX wins expanded FDA approval for Anktiva plus BCG, covering all patients with BCG-unresponsive NMIBC and broadening its commercial opportunity.

ImmunityBio Stock Climbs Thursday: What's Going On?

ImmunityBio shares are trading higher Thursday after the FDA approved expansion for its bladder cancer therapy ANKTIVA.read more...

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Bearish Sentiment

<ul class="summary-bullets"><li>China Universal and Mirae added to IOVA and IBRX, while other institutions cut positions.</li><li>IOVA plunged after updated Lifileucel lung-cancer data, despite stronger responses in a selected subgroup.</li><li>Sellas’ Regal trial reached its 80th event, triggering final analysis, with results expected this quarter.</li></ul><p>Sellas Life Sciences (SLS), Iovance Biotherapeutics (IOVA) and ImmunityBio (IBRX) are closing out a difficult October, even as recent filings reveal that Virginia Retirement&nbsp;System entered the month with larger stakes in all three companies.</p><p>So far this month,&nbsp;<a href="https://stocktwits.com/symbol/SLS">SLS</a> has fallen 18%,&nbsp;<a href="https://stocktwits.com/symbol/IOVA">IOVA</a> is down 35% and&nbsp;<a href="https://stocktwits.com/symbol/IBRX">IBRX</a> has lost 7%. All three lagged the&nbsp;<a href="https://stocktwits.com/symbol/XBI">SPDR S&amp;P Biotech ETF (XBI)</a>, which recovered from earlier weakness to trade nearly flat for the month.&nbsp;</p><h2 class="st-heading-2"><strong>Who Added And Who Cut Their Holdings In SLS, IBRX, And IOVA</strong></h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col></colgroup><tbody><tr><td>Stock</td><td>Shares held as of Sept.30</td><td>Shares added</td><td>Increase</td></tr><tr><td>SLS</td><td>26,500</td><td>9,100</td><td>52%</td></tr><tr><td>IOVA</td><td>131,450</td><td>23,400</td><td>22%</td></tr><tr><td>IBRX</td><td>76,000</td><td>1,500</td><td>2%</td></tr></tbody></table></figure></div><p>The pension investor’s three positions were worth nearly $3 million combined at quarter-end.</p><p>Meanwhile, other institutions took different routes: China Universal and Mirae Asset each raised their IOVA and IBRX holdings by 16%, according to Fiscal.ai. Raiffeisen cut its IOVA stake by 26% to 280,000 shares, while Leonteq reduced its holding by 60% to 60,000 shares.</p><p>In SLS, Daiwa nearly exited, cutting its position by 99.9% to 100 shares. Wyoming reduced its stake by 92% to 1,635 shares, while SJS Investment Consulting held steady at 40,000 shares. Parkside’s eye-catching 32,650% increase came from a tiny base: its holding rose from two shares to 655.</p><h2 class="st-heading-2"><strong>Lung-Cancer Data Tests IOVA Bulls</strong></h2><p>Iovance plunged 36% to $9.56 on Thursday after updated Lifileucel lung-cancer data showed a 24.6% response rate in 69 patients, versus 25.6% previously reported in 39. Two responses await confirmation.</p><p>A retrospectively selected subgroup of 22 patients achieved a 59.1% response rate. “In the enriched subgroup, nearly six in ten patients responded, including two complete responses,” interim CEO Frederick Vogt said. Iovance plans to begin enrolling a prospective biomarker-selected cohort in November and targets a 2027 FDA submission for the broader lung-cancer program.</p><p>Lifileucel is already sold as Amtagvi for advanced melanoma. Demand for Amtagvi and Proleukin drove September’s increase in 2026 revenue guidance to $410 million to $420 million from a range of $350 million to $370 million.&nbsp;</p><h2 class="st-heading-2"><strong>A Key Trial Milestone Fails To Lift SLS</strong></h2><p>Sellas fell nearly 15% Wednesday and another 2.2% Thursday to $10.16 after its Phase 3 Regal leukemia trial reached the long-awaited 80th event, meaning 80 deaths.</p><p>The milestone triggers database lock, unblinding and final analysis, with preliminary topline results expected this quarter. “Reaching the 80th event represents a critical milestone in the Regal trial,” CEO Angelos Stergiou said.</p><p>Regal tests Galinpepimut-S (GPS) as maintenance treatment for patients in second complete remission. Results have not yet established whether GPS improved overall survival, the primary endpoint.&nbsp;</p><h2 class="st-heading-2"><strong>IBRX Slides Despite Approval And Trial Progress</strong></h2><p>ImmunityBio’s monthly decline comes despite the FDA’s recent expansion of Anktiva plus BCG’s approval to include BCG-unresponsive bladder cancer with papillary-only tumors, broadening its earlier indication involving carcinoma in situ.</p><p>The next catalyst is November’s readout from Quilt-2.005, a 366-patient trial comparing Anktiva plus BCG with BCG alone in patients who have not previously received BCG. ImmunityBio completed database lock last week and plans a fourth-quarter FDA submission, potentially moving treatment earlier in the disease course. CNBC’s Jim Cramer called ImmunityBio a “very good spec” earlier this week, citing biotech takeover activity.</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About SLS, IBRX, IOVA?</strong></h2><p>On Stocktwits, IBRX led retail optimism with ‘extremely bullish’ sentiment and ‘extremely high’ message volume. SLS sentiment was ‘bullish’ amid ‘high’ message volume, while IOVA drew ‘bearish’ sentiment amid ‘low’ activity.&nbsp;</p><p>So far this year, IBRX has surged 341%, IOVA has gained 250% and SLS has climbed 169%, all outpacing XBI’s 30% advance.&nbsp;</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/rklb-stock-rocket-lab-nasa-robot-repairs-neutron-advances-100th-electron-ships/cZUh0nZR9RY">RKLB Stock Tests Bulls’ Patience — Rocket Lab’s NASA Robot Eyes Repairs As Neutron Advances, 100th Electron Ships&nbsp;</a></p>

Representative Image (Photo credit: Getty Images)

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Traders are closely tracking the potential for a Category 1 designation in front-line bladder cancer treatment, which could simplify insurance coverage and accelerate clinical adoption.

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