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GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL is experiencing extreme volatility following news that its flagship NHS-Galleri cancer screening trial missed its primary endpoint, despite beating Q4 revenue and EPS estimates. While some in the community see the massive price drop as an overreaction to misunderstood trial results, others are concerned about the long-term viability and potential for further decline.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending amidst investor anticipation for its conference and financial results, fueled by strong underlying sales growth from its products and the Alani Nu integration. Nevertheless, community sentiment is sharply divided, with ongoing discussions scrutinizing management's communication and the implications of Pepsi's deepening strategic involvement, including persistent buyout speculation.

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

Candel Therapeutics is trending following news of a proposed $100 million public stock offering and a $100 million royalty funding agreement, sparking intense community debate. While many shareholders express frustration over perceived dilution and management's strategy, supporters argue these moves are crucial to secure long-term financing and maintain independence for advancing its clinical pipeline toward potential commercialization.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending amid community discussions regarding its latest Q4 earnings, which showed strong IBSRELA revenue growth offset by increased strategic investments, and recent news of a patent extension until 2042 for its key products. Additionally, investors are actively weighing the initiation of a new Phase 3 trial for IBSRELA and ongoing rumors of a potential acquisition by Zydus Lifesciences, with many expressing frustration over the stock's perceived undervaluation despite these developments.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending following investor concerns about its path to profitability and weak guidance shared during its recent earnings call, sparking community debate over the 'buy now, pay never' business model amidst significant stock price drops.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Canada, Mexico, Suriname, Argentina, Peru, Australia, Papua New Guinea, Ghana, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmont is trending after its Q4 earnings surpassed analyst expectations with strong revenue, EPS, and record free cash flow. However, investor sentiment is mixed, as many express frustration over the muted stock reaction, citing concerns about lower production guidance and higher projected costs for 2026.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean is trending as its transformative all-stock acquisition of Valaris creates an offshore drilling powerhouse, driving community excitement for substantial synergies, a bolstered backlog, and potential for a significant re-rating ahead of its anticipated earnings report.

Sprouts Farmers Market, Inc. engages in the operation of healthy grocery stores. The firm specializes in fresh, natural and organic products. Its products include fresh produce, bulk foods, vitamins and supplements, grocery, meat and seafood, deli, bakery, dairy, frozen foods, body care and natural household items. The company was founded by Stan Boney, Shon Alexander Boney, and Kevin K. Easler on July 11, 2002 and is headquartered in Phoenix, AZ.

Sprouts Farmers Market Inc

Sprouts Farmers Market is trending due to a significant stock decline after its Q3 earnings report, which, despite an EPS beat, included a revenue miss and cautious Q4 guidance attributed to softer consumer demand. The community is sharply divided, with bulls emphasizing strong fundamentals, a substantial share repurchase program, and store expansion as a buying opportunity, while bears highlight slowing comparable sales and valuation concerns.

Copart, Inc. engages in the provision of online auctions and vehicle remarketing services. The firm offers vehicle sellers a full range of services to process and sell vehicles primarily over the internet through Virtual Bidding Third Generation Internet auction-style sales technology. It sells vehicles principally to licensed vehicle dismantlers, rebuilders, repair licensees, used vehicle dealers, exporters and at certain locations, and the public. The company’s services include online seller access, salvage estimation services, estimating services, end-of-life vehicle processing, virtual insured exchange, transportation services, vehicle inspection stations, on-demand reporting, DMV processing, and vehicle processing programs. It operates through the United States and International segments. The company was founded by Willis J. Johnson in 1982 and is headquartered in Dallas, TX.

Copart, Inc.

Copart is trending as investors assess its recent mixed Q1 earnings, yet the community highlights resumed share buybacks and the company's robust operational efficiency driven by AI integration, leading many to view it as an undervalued long-term opportunity in the salvage auction market.

EPAM Systems, Inc. engages in the provision of digital engineering, cloud, and artificial intelligence-enabled transformation services. The firm combines software engineering with customer experience design, business consulting, strategy, and technology innovation services in areas such as cloud platforms, cybersecurity, and artificial intelligence. It operates through the North America and Europe geographical segments. The company was founded by Leonid Lozner and Arkadiy Dobkin in 1993 and is headquartered in Newtown, PA.

EPAM Systems Inc

EPAM Systems is trending following its latest earnings report, which, despite beating Q4 expectations, included conservative FY25 guidance leading to a sharp stock decline. The market is now divided, with some investors seeing a strong "buy the dip" opportunity in the oversold IT services firm, while others remain cautious about the broader sector's demand recovery and AI-driven shifts.

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<ul class="summary-bullets"><li>As part of the deal, Accord will utilize more than 100 sales, medical, and marketing professionals to drive the adoption of Anktiva in the U.K., the European Union, Norway, Iceland, and Liechtenstein.</li><li>ImmunityBio founder Patrick Soon-Shiong said the company’s goal is to expand access to Anktiva by completing a randomized trial in patients with BCG-naïve disease.</li><li>The company announced on Wednesday that it has received EU approval for the use of Anktiva in combination with BCG.</li></ul>ImmunityBio Inc. (IBRX) on Thursday announced a partnership with Accord Healthcare to expand access to Anktiva across 30 countries.The company also announced the establishment of an Irish subsidiary in Dublin to support its distribution and commercialization strategy across Europe.<a href="https://stocktwits.com/symbol/IBRX">ImmunityBio shares</a> were down around 9% in Thursday’s opening trade after surging about 42% on Wednesday. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.<h2 class="st-heading-2">ImmunityBio’s Partnership With Accord</h2>ImmunityBio said its partnership with Accord will help it unlock the full commercial potential of Anktiva in Europe.“Our partnership with Accord marks a significant step in our European growth strategy and our mission to redefine cancer care,” said ImmunityBio CEO Richard Adcock.As part of the deal, Accord will utilize more than 100 sales, medical, and marketing professionals to drive the adoption of Anktiva in the United Kingdom, the European Union, Norway, Iceland, and Liechtenstein.ImmunityBio founder Patrick Soon-Shiong said that the company’s goal is to broaden access to Anktiva by completing the randomized trial in patients with BCG-naïve disease, which refers to non-muscle invasive bladder cancer (NMIBC) in patients who have never received Bacillus Calmette-Guérin (BCG) immunotherapy, or those who experience recurrence more than 24 months after completing prior BCG treatment.<h2 class="st-heading-2">ImmunityBio Receives EU Approval</h2>ImmunityBio&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-gains-on-fresh-approval-for-bladder-cancer-drug-in-eu/cZR0UjXR4vV">announced</a> on Wednesday that it has received EU approval for the use of Anktiva in combination with BCG.This comes days after the Saudi Food and Drug Authority (SFDA)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-high-can-ibrx-stock-go-after-saudi-fda-bladder-cancer-nod/cZR0i4ZR4H1">encouraged</a> the company to submit a regulatory filing for its recombinant BCG therapy to help address treatment shortages and expand access.The company also said that it is in talks with Saudi regulators to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-stock-jumps-pre-market-saudi-update-bcg/cZRWmDaR4uh">broaden</a> Anktiva’s use in combination with checkpoint inhibitors across multiple tumor types. Last month, the SFDA granted ImmunityBio accelerated approval for Anktiva in the treatment of metastatic non-small cell lung cancer and for BCG-unresponsive bladder cancer.<a href="https://stocktwits.com/symbol/IBRX">IBRX stock</a> is up 306% year-to-date and 106% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-jobless-claims-report-february-14-2026-week/cZRj6UmR4DT">Jobless Claims Drop By Most In Over Two Months, Coming In Below Expectations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

ImmunityBio Announces Partnership To Expand Access To Anktiva Across 30 Countries

The company also announced the establishment of an Irish subsidiary in Dublin to support its distribution and commercialization strategy across Europe.

Equity

<ul class="summary-bullets"><li>Lemonade noted that while its growth drivers are increasingly diversified, insurance for pets and cars remains in the driver’s seat.</li><li>The company’s pet insurance segment delivered an IFP growth in the mid-50s for the second consecutive year, accounting for a total of $439 million during the year.</li><li>The car insurance segment also delivered a notable IFP growth of 53% during the year, accounting for $187 million of Lemonade’s total In Force Premiums.</li></ul>Lemonade Inc. (LMND) shares soared nearly 18% in Thursday’s pre-market trade after the company reported its ninth consecutive quarter of In Force Premium (IFP) growth acceleration.“The strength of Q4's results reflects the compounding nature of our model. Faster growth expands our data advantage, which sharpens our AI-powered segmentation and pricing models,” Lemonade said, while noting that IFP grew 31% year-on-year to $1.24 billion in Q4.Lemonade’s fourth-quarter (Q4) results also beat Wall Street estimates. The company reported a loss of $0.29 per share during the quarter on revenue of $228 million, while Wall Street analysts expected a loss of $0.39 per share on revenue of $218 million, according to Stocktwits data.Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/LMND">Lemonade</a> trended in the ‘bullish’ territory at the time of writing, with message volumes at ‘high’ levels.<h2 class="st-heading-2">Pets And Cars Drive Lemonade’s Growth</h2>Lemonade noted that while its growth drivers are increasingly diversified, insurance for pets and cars remains in the driver’s seat.Lemonade’s pet insurance segment delivered an IFP growth in the mid-50s for the second consecutive year, accounting for a total of $439 million during the year. “Our share of new pet insurance business continued to expand: Lemonade now has the fastest-growing share of Google search volume among U.S. pet insurance companies,” the company said.The car insurance segment also delivered a notable IFP growth of 53% during the year, accounting for $187 million of the company’s total In Force Premiums. Lemonade expects 2026 to be the year of a broader breakout for car insurance.The segment also showed a significant underwriting improvement, with loss ratio improving meaningfully as pricing segmentation, telematics-driven loss prediction, claims efficiency, and accuracy all advanced in parallel, Lemonade added.<h2 class="st-heading-2">AI Drives Down Lemonade’s Cost Of Claims</h2>The New York-headquartered insurance company also noted that artificial intelligence has driven down its cost of claims.Lemonade Pets, for instance, saw a continued decline in the cost of claims during 2025. The company said that while each pet insurance claim cost $44 in 2021, it is now down to $14.“Our 2025 result of $14 represents a level we believe to be industry-leading and is a clear testament to the growing impact of AI across claims and operations,” Lemonade said.<h2 class="st-heading-2">2026 Outlook</h2>For fiscal year 2026, Lemonade sees revenue in the $1.187 billion to $1.192 billion range, compared to a consensus estimate of $1.16 billion. In the first quarter (Q1), Lemonade expects revenue to be between $246 million and $251 million, compared to an estimated $241.57 million, according to TheFly.“We will continue to deploy our LTV AI across channels, products, and geographies to drive rapid gross profit growth, while using AI to drive operating leverage and reach Adjusted EBITDA profitability,” the company added.<a href="https://stocktwits.com/symbol/LMND">LMND stock</a> is down 8% year-to-date, but up 71% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iaea-chief-warns-iran-not-much-time-left-as-trump-warns-of-consequences/cZRjHiQR4wt">IAEA Chief Warns Iran 'Not Much Time' Left For Nuclear Deal As Trump Signals Consequences: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

​​In this photo illustration, the Lemonade logo is displayed on a smartphone screen on Feb. 23, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

LMND Stock Soars Pre-Market: Lemonade Extends Premium Growth Streak To Ninth Consecutive Quarter

Lemonade reported a 31% year-on-year growth in In Force Premium to $1.24 billion in the fourth quarter.

<ul class="summary-bullets"><li>Wakix was first approved by the FDA for adult narcolepsy patients in 2019 and for pediatric narcolepsy patients in 2024.&nbsp;</li><li>Harmony has an exclusive license from France’s Bioprojet to develop, manufacture and commercialize Wakix in the United States.</li><li>According to data from Koyfin, eight of the 11 analysts covering the stock rate it ‘Buy’ or higher while two rate it ‘Hold' and one rates it a ‘Strong Sell.’</li></ul>Shares of Harmony Biosciences (HRMY) edged up 2% on Tuesday after the company announced that the U.S. Food and Drug Administration has approved its Wakix tablets for the treatment of cataplexy in pediatric patients aged 6 years and older with narcolepsy.Narcolepsy is a chronic neurological disorder, characterized by an inability to regulate sleep-wake cycles, leading to extreme daytime sleepiness, sudden sleep attacks, and potential muscle weakness, also called cataplexy.<h2 class="st-heading-2">Other Approvals For Wakix</h2>Wakix was first approved by the FDA for adult narcolepsy patients in 2019. In 2024, the agency approved it in pediatric narcolepsy patients to treat excessive daytime sleepiness. The latest approval adds to existing ones.“WAKIX is now the first-and-only FDA-approved treatment option for both pediatric and adult narcolepsy patients with or without cataplexy that is not scheduled as a controlled substance, an important distinction that supports its clinical utility,” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.harmonybiosciences.com/news-releases/news-release-details/harmony-biosciences-receives-us-food-and-drug-administration-1">said</a> CEO Jeffrey M. Dayno.WAKIX was designed and developed by France’s Bioprojet. However, Harmony has an exclusive license to develop, manufacture, and commercialize it in the United States.<h2 class="st-heading-2">Wall Street Take</h2>According to data from Koyfin, eight of the 11 analysts covering the stock rate it ‘Buy’ or higher while two rate it ‘Hold' and one rates it a ‘Strong Sell.’The average price target on the stock is at $46.73, representing a potential upside of about 30% from the stock’s closing price on Friday.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around HRMY shares rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.<a href="https://stocktwits.com/symbol/HRMY">HRMY stock</a> has dropped nearly 6% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cftc-mike-selig-court-fight-target-prediction-markets/cZRWoHhR4uo">CFTC Chair Warns Prediction Market Critics: ‘We’ll See You in Court’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Global stock market chart and trading board - stock photo

HRMY Stock Rises On Fresh FDA Approval For Wakix Tablets In Children But Wall Street Eyes Further Rally

The FDA has approved Harmony’s Wakix tablets for the treatment of cataplexy in pediatric patients aged 6 years and older with narcolepsy.

<ul class="summary-bullets"><li>Starboard said it is intending to nominate a highly-qualified slate of directors representing a majority of the Board.&nbsp;</li><li>Tripadvisor said its management and the Board are focused on pursuing all avenues to drive value for shareholders.</li></ul>Shares of TRIP rallied on Tuesday after it responded to a shareholder letter from Starboard value who has urged Tripadvisor to either explore sale or shake up its board.&nbsp;At the time of writing, TRIP stock was 6.5% up.&nbsp;<h2 class="st-heading-2">Starboard Value’s Letter</h2>Starboard said that it believes that Tripadvisor should be formally exploring a sale of the entire company, in one or multiple transactions. Starboard holds more than 9% stake in the company.&nbsp;Starboard in its letter to TRIP highlighted the company’s prolonged underperformance and failure to take decisive action to create shareholder value.&nbsp;“Shareholders deserve a credible, comprehensive process focused on maximizing value. If this Board cannot take decisive action in a timely manner, as it has proven time and time again, we believe it is time for meaningful change,” it said in a shareholder letter.&nbsp;&nbsp;“We have offered to work with Tripadvisor to reconstitute the Board, but it has become clear to us that we must take action into our own hands and seek to replace a majority of the Board,”&nbsp;Starboard&nbsp;added.&nbsp;Starboard said that during TripAdvisor’s upcoming window for shareholders to submit director nominations with respect to its 2026 annual meeting of shareholders, Starboard is intending to nominate a highly-qualified slate of directors representing a majority of the Board.&nbsp;<h2 class="st-heading-2">TRIP’s Response</h2>Tripadvisor said that its Board and management team regularly engage with investors and welcome constructive input that furthers the common goal of enhancing value for all shareholders.Tripadvisor will continue to take actions it believes will drive sustainable value as it executes its strategic priorities and further positions the company for long-term growth, it said in a response to the shareholder letter.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around TRIP trended in ‘neutral’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have risen 42% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a Tripadvisor logo is seen displayed on a smartphone. 

Why Is TRIP Stock Rallying Today?

 Starboard said that it believes that Tripadvisor should be formally exploring a sale of the entire company, in one or multiple transactions.

Are Odds Improving for a Fed Rate Cut? ETFs to Consider

Cooling inflation boosts the odds for a Fed interest rate cut in June. These ETFs can help investors ride the potential gains.

<ul class="summary-bullets"><li>The agency said that the company must provide evidence of clinical benefit from “adequate and well-controlled trial(s)” for approval.</li><li>Disc Medicine’s bitopertin is one of the 18 drugs to currently have been tapped for fast review by the FDA under its Commissioner's National Priority Voucher program.&nbsp;</li><li>Disc said it would resubmit its application following the completion of its APOLLO trial and expects a fresh decision from the agency by mid-2027.</li></ul>Shares of Disc Medicine (IRON) slumped 21% on Friday after the U.S. Food and Drug Administration refused to approve the company’s bitopertin oral tablets for the treatment of Erythropoietic Protoporphyria.Disc Medicine’s Bitopertin is one of the 18 drugs to currently have been tapped for fast review by the FDA under its Commissioner's National Priority Voucher program announced in June 2025. The program aims to reduce FDA assessment time to one to two months from the standard 10 to 12 months.<h2 class="st-heading-2">FDA’s Rationale</h2>The FDA said in a letter to the company published on Friday that the data submitted by the company is insufficient proof of clinical benefit. The agency said that the company must now provide evidence of clinical benefit from “adequate and well-controlled trial(s)” for approval.The agency also expressed willingness to meet with the company to discuss options including the completion of an ongoing late-stage trial called Apollo and using it to seek a traditional approval.Disc Medicine was seeking approval of the pill in Erythropoietic Protoporphyria, a rare, inherited metabolic disorder causing extreme sensitivity to sunlight and artificial light, leading to immediate, painful skin reactions like burning, redness, and swelling.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.discmedicine.com/news-releases/news-release-details/disc-medicine-receives-complete-response-letter-fda-bitopertin">confirmed</a> the receipt of the letter and said that it expects to seek a meeting with the agency.“The CRL will delay the potential approval of bitopertin, but we have confidence in the ongoing APOLLO trial…,” CEO John Quisel said. The company also added that the issues raised by the FDA in the letter are “readily addressable” with data from its APOLLO trial expected in the fourth quarter (Q4).The company said it would resubmit its application following the completion of the APOLLO trial and expects a fresh decision from the agency by mid-2027.Last month, Reuters reported that the FDA has delayed the review of bitopertin after its scientists flagged safety and efficacy concerns. The decision was previously slated for January-end but pushed back two weeks.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around IRON stock jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels.A Stocktwits user now expects the FDA to decide on an approval for the pills only by late 2027. “Debating whether to start a small position now or wait for further downside,” they wrote.<stembedurl>https://www.stocktwits.com/jamonda/message/644968897</stembedurl><a href="https://stocktwits.com/symbol/IRON">IRON stock</a> has gained 5% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-to-cease-one-time-sale-of-fsd-starting-sunday/cZRdcaLR4t0">Tesla To Cease One-Time Sale Of FSD In Favor Of Subscription Model</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Disc Medicine Stock Slumps After FDA Declines Approval For Inherited Disorder Drug Over Efficacy Concerns

The FDA said in a letter to the company published on Friday that the data submitted by the company is insufficient proof of clinical benefit for bitopertin. 

<ul class="summary-bullets"><li>Wainwright’s new price target represents a potential upside of 275% from Thursday’s closing price.&nbsp;</li><li>According to data from Koyfin, five of the seven analysts covering NVCR rate it ‘Buy’ or higher while two rate it ‘Hold.’</li><li>The average price target on the stock is at $24.07, representing a potential upside of 92%.</li></ul>Shares of Novocure (NVCR) closed 19% higher on Thursday after HC Wainwright projected an upside of over 250% for the stock.H.C. Wainwright raised the firm's price target on Novocure to $47 from $39 and kept a ‘Buy’ rating on the shares after the company announced U.S. Food and Drug Administration’s approval of Optune Pax, a portable therapeutic device, for the treatment of locally advanced pancreatic cancer.The analyst’s new price target represents a potential upside of 275% from Thursday’s closing price.According to data from Koyfin, five of the seven analysts covering NVCR rate it ‘Buy’ or higher, while two rate it ‘Hold.’ The average price target on the stock is at $24.07, representing a potential upside of 92%.<h2 class="st-heading-2">FDA Approval For Optune Pax</h2>The <a href="https://stocktwits.com/news-articles/markets/equity/novocure-stock-surges-after-hours-fda-clears-first-new-pancreatic-cancer-therapy/cZRTJqVR4Ap">approval</a> was based on a late-stage trial where treatment with Optune Pax resulted in a statistically significant improvement in overall survival without adding to the systemic side effects commonly associated with existing therapies, the company said on Wednesday. It also significantly extended time to pain progression.The FDA approval allows Optune Pax to be used together with standard chemotherapy drugs gemcitabine and nab-paclitaxel.Optune Pax is a wearable, non-invasive medical device that delivers Tumor Treating Fields, which are alternating electric fields that disrupt cancer cell division and survival without significantly harming healthy cells.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for NVCR stock jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user opined that FDA approval doesn’t equate to commercial success.<stembedurl>https://www.stocktwits.com/Twister8/message/644841970</stembedurl>Another posed hopes for a rally to the year-end “assuming no more missteps from management.”<stembedurl>https://www.stocktwits.com/NeuroRad/message/644825959</stembedurl><a href="https://stocktwits.com/symbol/NVCR">NVCR stock</a> has dropped 41% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tsla-rivn-lcid-fall-after-trump-repeals-foundational-scientific-finding-supporting-ev-transition/cZRTD9XR4ry">TSLA, RIVN, LCID Fall After Trump Repeals Foundational Scientific Finding Supporting EV Transition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, NovoCure Limited logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

NVCR Rallies On FDA Approval For Cancer Treatment Device, Analyst Still Sees 275% Potential Upside

H.C. Wainwright raised the firm's price target on Novocure to $47 from $39 and kept a ‘Buy’ rating on the shares after the company announced FDA approval of Optune Pax.

<ul class="summary-bullets"><li>Arvinas’ newly elected Chair of the Board of Director said that the company chose Randy as CEO “after a comprehensive search.”</li><li>Arvinas is pioneering the development of protein degradation therapies with the help of its PROTAC protein degrader platform.</li></ul>&nbsp;Shares of Arvinas, Inc. (ARVN) slumped 11% on Thursday after the company announced that it has appointed Randy Teel as CEO, succeeding John Houston.Teel has been appointed as President, CEO, as well as a member of the company’s Board of Directors, effective immediately, the clinical-stage biotechnology company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.arvinas.com/news-releases/news-release-details/arvinas-announces-appointment-randy-teel-phd-president-chief">said</a>.Teel was previously the firm’s Chief Business Officer and played a key role in the company’s 2018 initial public offering and subsequent transition to a public company. He also served in other key roles including as Arvinas’ interim Chief Financial Officer and Treasurer.Arvinas’ newly elected Chair of the Board of Director said that the company chose Randy as CEO “after a comprehensive search.” Before Arvinas, Teel worked with Alexion Pharmaceuticals and as an Associate Partner at McKinsey &amp; Company.“Following our first-ever successful pivotal trial of a PROTAC degrader, we’re directing our attention to our earlier stage clinical programs and their potential to transform treatment paradigms for patients with serious diseases,” Teel said.Houston, meanwhile, is retiring as President, Chief Executive Officer, and Chair of Arvinas’ Board of Directors. He will continue as a member on the Board and will provide consulting advisory services to the Connecticut-based company, Arvinas said.<h2 class="st-heading-2">What Does Arvinas Do?</h2>Arvinas is pioneering the development of protein degradation therapies with the help of its PROTAC protein degrader platform. These therapies are designed to harness the body’s natural protein disposal system to selectively and efficiently degrade and remove disease-causing proteins.Arvinas is currently progressing multiple investigational drugs for neurodegenerative disorders, for relapsed/refractory non-Hodgkin Lymphoma, mutated cancers including pancreatic and colorectal cancers, and certain breast cancers.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ARVN stock rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.A Stocktwits user termed the stock drop an overreaction. “This is a planned passing of the torch, not a ‘jump ship’ scenario,” they wrote, while also highlighting the new CEO’s expertise in strategy. <stembedurl>https://www.stocktwits.com/BioSpecialOne/message/644784311</stembedurl>Another user termed the stock a “goldmine” and dismissed the selloff as a result of panic. “...new CEO has the credentials to only help excel PROTAC in the market, dips for more to jump in!,” they said.<stembedurl>https://www.stocktwits.com/NewGuyHere94/message/644790975</stembedurl><a href="https://stocktwits.com/symbol/ARVN">ARVN stock</a> has dropped 35% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/peter-schiff-trump-incorrect-to-credit-tariffs-for-us-wealth-in-1880s/cZRTpSBR4rV">Peter Schiff Says Trump Is Incorrect To Attribute US Wealth In 1880s And 1890s To Tariffs – Suggests Ways On How To Be Rich Again</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

ARVN Stock Drops On CEO Exit — Retail Is Bullish On New Chief’s Credentials, Dismisses Selloff

Randy Teel has been appointed as President, CEO, as well as a member of the Company’s Board of Directors, effective immediately. 

<ul class="summary-bullets"><li>Upstart announced that Paul Gu will take over the helm of the company on May 1, 2026.</li><li>The company said it expects full-year 2026 revenue of $1.4 billion.</li><li>It expects revenue from fees of approximately $1.3 billion, and an adjusted EBITDA margin of approximately 21% in 2026.</li></ul>Upstart (<a href="https://stocktwits.com/symbol/UPST">UPST</a>) stock jumped nearly 7% in after-market hours on Tuesday after the company announced that its co-founder and Chief Technology Officer Paul Gu will replace Dave Girouard and take over as the company’s Chief Executive Officer.&nbsp;The company announced that Gu will take over the helm of the company on May 1, 2026.Meanwhile, Upstart also reported its fourth-quarter results on Tuesday. The company reported total revenue of $296 million in its fourth quarter, a 35% jump from the year-ago quarter and beating average analysts’ estimates of $288.6 million, as per data from Fiscal.ai. &nbsp;<h2 class="st-heading-2">New CEO</h2>Co-founder Dave Girouard will remain Executive Chairman of Upstart’s Board of Directors and serve as a special advisor to the company’s CEO and leadership team.“In a few weeks, I'll celebrate my 60th birthday and for more than five years, we've talked about this milestone as the right time frame for Paul to step into the CEO role at upstart. I can't imagine a succession plan more thoroughly considered or executed with any finer level of detail than what we've done at upstart in the last few years,” Girouard said in the earnings call to analysts.&nbsp;“I expect to be quite involved with upstart beyond my role as Upstart's executive chairman, I'll continue to help shape the company's strategic direction,” he added.<h2 class="st-heading-2">FY2026 Outlook</h2>The company said it expects full-year 2026 revenue of $1.4 billion, that compares to $1.27 billion revenue expected by analysts for 2026 for Upstart, as per data from fiscal.ai. &nbsp;The company expects revenue from fees of approximately $1.3 billion, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin of approximately 21%.&nbsp;The company also expects to continue the rapid scale up of its new secured product categories in auto and home, which, taken together, is expected to contribute over $100 million in fee revenue in 2026.&nbsp;“On the macro environment, as per our tradition, we assume a constant default risk environment with a Umi holding steady at its current value of around 1.4 to 1.5 and a static interest rate environment as well,” Paul Gu told analysts in the earnings call.&nbsp;“Looking even further out, our ambition will be to maintain a relatively steady growth clip over the coming several years, paired with improving margins and operating leverage for the three-year period spanning 2025 to 2028. In particular, we are targeting to maintain a 35% compound annual growth rate in a macro neutral environment with a terminal adjusted EBITDA margin of around 25% in 2028,” he added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around UPST trended in ‘extremely bullish’ amid ‘extremely high’ message volume.&nbsp;One user praised the company’s conference call and opined that the future is good for its investors.&nbsp;<stembedurl>https://stocktwits.com/alma356m/message/644615468</stembedurl>Another bullish user hailed the company's 2028 percent growth forecast.<stembedurl>https://stocktwits.com/alma356m/message/644615292</stembedurl>Shares in the company have fallen almost 44% over the past year.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/robinhood-stock-is-falling-after-q4-2025-record-revenue/cZbUkSmR4po">Why Is Robinhood Stock Falling After-Hours Despite Record Q4 Revenue?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Upstart Holdings Inc.

Upstart Stock Rallies 7% After-Hours Today — Who Is The New CEO?

Upstart also reported total revenue of $296 million in its fourth quarter, a 35% jump from the year-ago quarter.

<ul class="summary-bullets"><li>The FDA cited uncertainty regarding the study’s eligibility criteria to define a population with neuronopathic disease versus attenuated disease as one of the reasons for its denial.&nbsp;</li><li>The FDA also pointed to how closely the natural history external control matched the trial’s patient population.</li><li>Last month, the FDA placed a clinical hold on two of the company’s experimental gene therapy programs for the treatment of rare childhood diseases, including RGX-121.</li></ul>Shares of REGENXBIO Inc. (RGNX) plummeted about 19% after-hours on Monday after the U.S. Food and Drug Administration (FDA) denied approval for its gene therapy in treating Hunter syndrome, an ultra-rare neurodegenerative disease.The company said on Monday that the FDA outlined several reasons for not approving the gene therapy in a Complete Response Letter (CRL).REGENXBIO was seeking approval for RGX-121 (clemidsogene lanparvovec) in the treatment of Mucopolysaccharidosis II, an ultra-rare neurodegenerative disease also known as Hunter syndrome.The FDA had previously accepted the RGX-121 under an accelerated approval pathway in May 2025.<h2 class="st-heading-2">Reasons For Denial</h2>In the CRL dated Feb. 7, 2026, the FDA said that the previous agreement to the study protocol had been in principle.The U.S. federal agency cited uncertainty regarding the study’s eligibility criteria to define a population with neuronopathic disease versus attenuated disease as one of the reasons for its denial.The FDA also pointed to how closely the natural history external control matched the trial’s patient population and agreed that CSF HS D2S6 is an appropriate surrogate marker that is reasonably likely to predict real clinical benefit."This decision is devastating for the families of boys living with this progressive, life-threatening disease," said Curran Simpson, President and CEO of REGENXBIO."We are concerned about FDA's feedback regarding the overall development path and evaluation of the data in the context of the urgent need for this irreversible ultra-rare disease. We remain confident in the quality and volume of evidence demonstrating the long-term potential of RGX-121 to positively change the trajectory of Hunter syndrome," Simpson added.Last month, the FDA placed a <a href="https://stocktwits.com/news-articles/markets/equity/why-is-rgnx-stock-falling-today/cmyg4cKR404">clinical hold</a> on two of the company’s experimental gene therapy programs for the treatment of rare childhood diseases, including RGX-121.<h2 class="st-heading-2">Path Forward</h2>The CRL listed several potential paths forward, including a new study, treating additional patients, conducting longer-term follow-up, and using an untreated control arm, the company said.The company said it is planning to meet with the FDA to address the complete response letter, gather expert input and longer-term clinical data to better define the eligible patient population, and work toward resubmitting its application as quickly as possible.Hunter syndrome is a rare genetic disorder that mostly affects males and causes complex sugars to build up in cells, which can impact physical and/or cognitive development.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/RGNX">RGNX shares</a> was in the ‘extremely bearish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bearish user said it was a blessing to be able to exit with only a 28% haircut, after two failed drugs.<stembedurl>https://stocktwits.com/TheBlackBerrry/message/644510500</stembedurl>&nbsp;Shares of RGNX have gained over 30% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/on-shares-falling-after-hours-q4-2025/cZbvgzzR4oq">Why Are ON Shares Falling After-Hours Today?</a>

The stock has gained over 26% for the year-to-date period.

Why Did RGNX Shares Plummet 19% After-Hours Today?

REGENXBIO said on Monday that the U.S. Food and Drug Administration (FDA) denied approval for its gene therapy in treating Hunter syndrome, outlining several reasons for the denial.

Current Price	$264.60
Prev Close	$263.99
Open	$262.57
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50-Day Moving Average	$258.09
Beta	N/A
Avg. Volume	38.86M
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52-Week High	$271.60
52-Week Low	$171.73
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