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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending sharply following reports of an upcoming partnership with Novo Nordisk to sell obesity drugs, signaling an end to their prior legal dispute. The unexpected collaboration has the community actively discussing the potential for a significant short squeeze, given the stock's high short interest, and anticipating substantial upside.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending following a surprise partnership announcement with Hims & Hers to distribute its obesity drugs, ending a prior feud. The community is actively discussing the substantial surge in Hims' stock compared to Novo Nordisk's more modest reaction, raising questions about the deal's implications for the GLP-1 market and competitive landscape.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as the community celebrates the imminent departure of a prominent FDA official, widely seen as a significant barrier to the approval of its Duchenne Muscular Dystrophy therapy, Deramiocel. This development, coupled with high anticipation for a late-breaking Phase 3 data presentation at a major medical conference next week, is fueling intense bullish sentiment and expectations for a rapid regulatory decision.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure (QURE) is experiencing a sharp rebound, driven by the departure of a controversial FDA official, which the community speculates could pave an easier regulatory path for its Huntington's disease gene therapy and is currently fueling a short squeeze.

Seeker is building a decentralized mobile ecosystem designed to challenge entrenched mobile incumbents through its TEEPin network architecture and community governance. It aims to solve the pain points of centralized app store gatekeeping, lack of developer freedom, and restricted user access to crypto applications. The vision is to create a community-owned platform with decentralized governance, no gatekeepers, direct developer-user access, and TEEPin security architecture.

Seeker

Seeker ($SKR) is gaining significant attention and volume following new listings on major exchanges, positioning it as the utility token for the Solana Mobile "Seeker" smartphone ecosystem. The community is actively discussing breaking key resistance levels with strong bullish conviction, though some caution about potential selling pressure from recent airdrops and staking unlocks.

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

ProShares UltraShort Bloomberg Crude Oil

ProShares UltraShort Bloomberg Crude Oil ($SCO) is drawing significant attention as traders position for a decline in crude prices, anticipating that current Middle East geopolitical tensions and the Strait of Hormuz situation will eventually de-escalate, unwinding oil's recent fear premium.

Freysa is a suite of Personal AI products with a focus on human agency, liquid democracy and decentralized ownership. The mission of the team is dedicated to creating new systems that enable all humans to govern + co-own AI resources, and not just a select few. Current products include: (1) Freysa as the world’s first sovereign agent that holds her own cryptographic keys, enabling her to act autonomously without human control. Freysa evolves publicly through a multi-act interactive story. (2) Enchanted as a personalized Digital Twin for every human. Conversations are persistent and twins retain context over time, remembering human preferences and building an evolving model of you. (3) Esper as a browser tool that feeds authenticated real-world data into each human’s Digital Twin.

Flourishing AI

Flourishing AI (FAI) is experiencing a rapid price run-up, leading to polarized community discussions between those anticipating a major AI-driven breakout with connections to the Base network, and others cautioning about potential pump-and-dump dynamics given its past performance and reported red flags.

Clearpoint Neuro, Inc. engages in the development and commercialization of platforms for performing minimally invasive surgical procedures in the brain and heart. The firm conducts its procedures under direct, intra-procedural magnetic resonance imaging guidance. Its product platform consists of the ClearPoint system and ClearTrace system. The company was founded by Paul A. Bottomley on March 12, 1998 and is headquartered in Solana Beach, CA.

ClearPoint Neuro Inc

ClearPoint Neuro is trending sharply following positive news from its partner uniQure's Huntington's disease gene therapy, highlighting ClearPoint's essential precision delivery technology and fueling community excitement about its diverse pipeline in neurological treatments.

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

Sarepta Therapeutics is trending due to significant community optimism following reports of Dr. Vinay Prasad's departure from the FDA, which many believe will foster a more permissive regulatory environment for gene therapies. This development, coupled with CEO Doug Ingram's announced retirement, is fueling M&A speculation and anticipation for upcoming DM1 and FSHD data.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals ($DAWN) is trending after agreeing to be acquired by Servier for $21.50 per share in cash, a deal valued at approximately $2.5 billion that offers a significant premium. The community is celebrating substantial gains, with many noting how patience and conviction paid off amidst previous buyout speculation and a recent massive volume spike.

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<ul class="summary-bullets"><li>Lumen stated that it has been selected to expand Anthropic’s fiber network across North America.</li><li>The company will introduce a new revenue reporting framework from the first-quarter of fiscal 2026.</li><li>Lumen said it remains on track to reach 47 million fiber miles by the end of 2028.</li></ul>Shares of Lumen Technologies (LUMN) jumped more than 5% in pre-market trading on Wednesday after the company said it has been selected to expand Anthropic’s fiber network across North America and outlined plans to drive EBITDA margin growth through 2030.Lumen said the Anthropic partnership is part of its nearly $13 billion in total Private Connectivity Fabric (PCF) deals it has secured to date. Under the agreement, Anthropic has selected Lumen to develop a high-capacity network to power its AI research and operations.<h2 class="st-heading-2">Expanding EBITDA Margins By 2030</h2>The company outlined several multi-year financial goals. It aims to expand adjusted earnings before interest, tax, depreciation and amortization (EBITDA) margins from 27.1% in 2025 to the mid-30% range by 2030.Lumen also plans to boost free cash flow through higher margins, lower capital intensity, and revenue growth, and expects business segment revenue to return to growth in 2028. Additionally, the company will introduce a new revenue reporting framework. Starting in the first quarter of 2026, Lumen will report revenue by products and services to better reflect its enterprise-focused strategy, it stated.“Our objective is clear: accelerate investment in AI and our digital future, and where it drives the highest returns to deliver shareholder value,” said CFO Chris Stansbury.Lumen stated it remains on track to reach 47 million fiber miles by the end of 2028. The company plans to expand its network to about 58 million miles by 2031, backed by $2.5 billion in new PCF agreements.<h2 class="st-heading-2">Shares Fall Since Q4 Results</h2><a href="https://stocktwits.com/symbol/LUMN">LUMN stock</a> has been under some selling pressure, declining more than 16% since&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-lumn-stock-down-despite-q4-earnings-beating-wall-street-estimates/cZb0JUgR4mr">reporting</a> its fourth-quarter earnings earlier this month. Fourth-quarter (Q4) revenue fell to $3.04 billion from $3.3 billion, while diluted earnings per share, excluding special items, came in at $0.23, up from $0.09 a year earlier.For fiscal 2026, the company forecast adjusted core profit between $3.1 billion and $3.3 billion, below the $3.37 billion consensus estimate, and added that it remains on track to achieve $700 million in cost savings in 2026 and $1 billion in 2027.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned 'neutral' from ‘bearish’ over the past 24 hours.<img src="https://news.stocktwits-cdn.com/Lumen_jpg_042a317e5e.webp" alt="Lumen.jpg">Earlier, one user said that the stock has “never looked this good as it does today.”<stembedurl>https://stocktwits.com/KarlDieGlatze/message/645796949</stembedurl>LUMN shares have gained more than 65% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/evh-stock-record-low-keybanc-downgrade/cZRyT0uR46H">EVH Stock On Track To Open At Record Low – Here’s Why Keybanc Turned Cautious</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Lumen Technologies, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 25, 2024. 

LUMN Stock Climbs 5% Pre-Market – What’s The Anthropic Connection?

The company outlined several multi-year financial goals, including expansion of EBITDA margins to the mid-30% range by 2030.

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<ul class="summary-bullets"><li>Wolfpack also said that it believes the loss of funding for the contracts spurred the exit of the CEO Peter Chapman and insider trading.</li><li>The report further alleged that IONQ backfilled the lost Pentagon dollars by acquiring non-quantum computing businesses such as Capella, Vector Atomics and ID Quantique.&nbsp;</li><li>In March 2025, Kerrisdale Capital also issued a short report on the manufacturer of high-performance quantum computers.</li></ul>&nbsp;Shares of IONQ Inc (IONQ) slumped 12% on Wednesday at the time of writing after Wolfpack Research divulged a short position in the company.Wolfpack said that the quantum computing hardware and software company lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024, leaving a $54.6 million black hole in their bookings in 2025.Wolfpack also said that it believes the loss of funding for the contracts spurred the exit of the CEO Peter Chapman and insider trading. As per the firm, insiders dumped about $396.6 million in stock.<h2 class="st-heading-2">Other Allegations</h2>The firm alleged that Pentagon was directed to enter the contracts with IONQ via secretive “backdoor earmarks” by politicians friendly to the company.The<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wolfpackresearch.com/items/ionq-has-lost-funding-for-vital-pentagon-contracts-that-had-represented-up-to-86%25-of-revenues-"> report </a>further alleged that IONQ backfilled the lost Pentagon dollars by acquiring non-quantum computing businesses such as Capella, Vector Atomics and ID Quantique.The form also criticized the company’s announced acquisition of Skywater Technology. “Is buying low-margin, highly cyclical businesses like $SKYT really the best use of the billions that IONQ has raised through dilution?,” the firm wrote.<h2 class="st-heading-2">Other Short Seller Reports</h2>Wolfpack is not the first to reveal a short position in IONQ. In March 2025, Kerrisdale Capital issued a short report on the manufacturer of high-performance quantum computers.Kerrisdale then said that IONQ is far from the cusp of a “new era of commercial success” due to its limited error-prone systems. The firm also expressed skepticism regarding the company's exponential growth claims and called out the management’s lack of transparency.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment toward IONQ stock stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.A Stocktwits user dismissed the short seller report, instead urging shareholders to hold for a few years.<stembedurl>https://www.stocktwits.com/byethedyp/message/643980985</stembedurl>Another deems the report as confirmation of a “scam.”<stembedurl>https://www.stocktwits.com/Big_Baggies/message/643986121</stembedurl><a href="https://stocktwits.com/symbol/IONQ">IONQ stock</a> has lost 19% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/oncy-stock-rallies-on-second-fast-track-designation-for-experimental-cancer-drug/cZbj4W6R4N5">ONCY Stock Rallies On Second Fast Track Designation For Experimental Cancer Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

IONQ Stock Tumbles 12% As Wolfpack Reveals Short Position

Wolfpack said that the quantum computing hardware and software company lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024, leaving a $54.6 million black hole in their bookings in 2025. 

<ul class="summary-bullets"><li>In Kentucky, TeraWulf has acquired a former industrial site in Hawesville, which has approximately 480 MW of existing power availability.</li><li>In Maryland, where TeraWulf is headquartered, the company has acquired the Morgantown Generating Station.</li><li>This expanded development pipeline supports its growth strategy targeting 250 to 500 MW of new contracted capacity annually.</li></ul>Shares of TeraWulf (<a href="https://stocktwits.com/symbol/WULF">WULF</a>) surged more than 10% during extended hours of trading on Monday after the company announced that it is expanding its digital and power infrastructure portfolio.&nbsp;The company said it is expanding its portfolio through the acquisition of two strategically located brownfield infrastructure sites in Hawesville, Kentucky and Charles County, Maryland.<h2 class="st-heading-2">Details</h2>TeraWulf said these acquisitions added about 1.5 gigawatts (GW) of capacity to its portfolio and advanced the company’s strategy of developing energy-advantaged locations with near-term power availability, long-term scalability, and the ability to support customer demand and broader grid needs.In Kentucky, TeraWulf has acquired a former industrial site in Hawesville. The site includes more than 250 buildable acres for compute capacity and offers immediate access to robust power infrastructure, the statement said.&nbsp;The Hawesville site has approximately 480 megawatts (MW) of existing power availability, with the potential to further expand over time. Development is expected to occur in phases, allowing TeraWulf to scale efficiently alongside customer demand.In Maryland, where TeraWulf is headquartered, it has acquired the Morgantown Generating Station. The acquisition establishes TeraWulf’s presence in the Pennsylvania-New Jersey-Maryland (PJM) market and reinforces the company’s strategy of reinvesting in existing energy assets to support grid reliability and long-term economic activity.<h2 class="st-heading-2">Portfolio Expansion</h2>With the addition of these sites, TeraWulf’s infrastructure portfolio now totals approximately 2.8 GW across five sites, including 642.5 MW of contracted capacity and 2.2 GW of owned pipeline capacity.This expanded development pipeline supports its growth strategy targeting 250 to 500 MW of new contracted capacity annually, aligned with customer demand, power availability, and regional grid conditions.“These acquisitions reflect our strategy of reinvesting in existing energy infrastructure to support grid reliability, long-term economic activity, and responsible growth,” said Paul Prager, Chairman and Chief Executive Officer of TeraWulf.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around WULF trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user said that “2 additional site announcement today DOUBLES the AI/HPC capacity”.&nbsp;<stembedurl>https://stocktwits.com/AllMarkets/message/643740254</stembedurl>Shares in the company have jumped more than 200% over the past 12 months.&nbsp;&nbsp;

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

Why Is TeraWulf Stock Rallying More Than 10% After Hours?

With the addition of these sites, TeraWulf’s infrastructure portfolio now totals approximately 2.8 GW across five sites.

<ul class="summary-bullets"><li>CEO Catherine Owen Adams said that the negative trend vote is “disappointing” and “not what we hoped for.”</li><li>The committee will formally adopt its opinion in February and the company will request a re-examination, Acadia said.&nbsp;</li><li>Trofinetide is approved by the U.S. Food and Drug Administration to treat Rett syndrome.</li></ul>Shares of Acadia Pharmaceuticals Inc. (ACAD) fell over 8% after-hours on Monday after the company said that it was informed of a negative trend vote from a European Medicines Agency committee regarding its application for Trofinetide for the treatment of Rett syndrome.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businesswire.com/news/home/20260202406586/en/Acadia-Pharmaceuticals-Provides-Update-on-Regulatory-Submission-for-Trofinetide-for-the-Treatment-of-Rett-Syndrome-in-the-European-Union">said</a> that the Committee for Medicinal Products for Human Use informed it of a negative trend around its application after an oral explanation recently.The committee will formally adopt its opinion in February and the company will request a re-examination, the company said.<h2 class="st-heading-2">CEO Weighs In</h2>CEO Catherine Owen Adams said that the negative trend vote is “disappointing” and “not what we hoped for.”“...we believe the strong data that supported the approval of trofinetide for the treatment of Rett syndrome in the United States, Canada, and Israel speak to the meaningful benefits that trofinetide can deliver,” she said.<h2 class="st-heading-2">Timeline And Steps Ahead</h2>As per legislation in the EU, the company can request a re-examination of CHMP’s opinion within 15 days of receiving its formal opinion. The company will then have 60 days to submit reasons for the re-examination request which will then be reviewed by the committee.Trofinetide is approved by the U.S. Food and Drug Administration to treat Rett syndrome in adults and children. &nbsp;Rett syndrome is a rare genetic neurological and developmental disorder that affects the way the brain develops. This disorder causes a progressive loss of motor skills and language and primarily affects females.This marks the latest hardship for Acadia whose late-stage intranasal Carbetocin trial in Prader-Willi syndrome (PWS) patients failed to achieve a statistically significant improvement in hyperphagia in September.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ACAD stock stayed within the ‘neutral’ territory while message volume rose from ‘normal’ to ‘high’ levels.<a href="https://stocktwits.com/symbol/ACAD">ACAD stock</a> has gained 41% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-spacex-acquires-grok-parent-xai/cZbgCs6R4ky">Elon Musk’s SpaceX Acquires Grok Parent xAI</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Acadia Pharmaceuticals company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Why Did ACAD Stock Slump 8% After Hours Today?

Acadia Pharmaceuticals said that the Committee for Medicinal Products for Human Use informed it of a negative trend around its application after an oral explanation recently.

<ul class="summary-bullets"><li>Last month, MarineMax said that its same store sales in the first quarter of fiscal year 2026 rose over 10% despite a challenging retail environment.</li><li>In addition to Donerail, other players have also expressed interest in acquiring MarineMax’s marina business, the report noted.</li><li>Donerail met with MarineMax’s management several times in recent months to express its concerns pertaining to capital allocations, as per Reuters.</li></ul>Shares of MarineMax (HZO) closed nearly 11% higher on Monday on the heels of a report that Donerail Group has offered to buy the company in a deal valued at just over $1 billion.Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/sustainable-finance-reporting/donerail-offers-buy-superyacht-service-company-marinemax-all-cash-deal-valued-2026-02-02/">reported</a> on Monday, citing people familiar with the matter, that Donerail has offered $35 per share in cash for MarineMax. This represents a premium of over 29% from the stock’s closing price on Friday.Shares of MarineMax’s rival OneWater Marine Inc (ONEW) also closed up 2% after the news.<h2 class="st-heading-2">Acquisition Offer</h2>MarineMax is a recreational boat and yacht retailer, marina operator and superyacht services company. Last month, the company said that its same store sales in the first quarter of fiscal year 2026 rose over 10% despite a challenging retail environment.As per Reuters, MarineMax hired Wells Fargo after receiving the offer from Donerail. The report also noted that Donerail met with management several times in recent months to express its concerns pertaining to capital allocations. While MarineMax made some changes at the company and replaced directors, they were not satisfactory to Donerail, the report added. &nbsp;In addition to Donerail, other players have also expressed interest in acquiring MarineMax’s marina business, the report noted.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around HZO remained within the ‘neutral’ territory over the past 24 hours while message volume stayed at ‘high’ levels.A Stocktwits user opined that Donerail’s offer is undervaluing the company and pegged the company’s worth at “$55 minimum.”<stembedurl>https://www.stocktwits.com/Wake44/message/643734683</stembedurl><a href="https://stocktwits.com/symbol/HZO">HZO stock</a> has gained about 2% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/acad-stock-slumps-after-hours-on-hurdles-to-eu-approval-for-genetic-disorder-drug/cZbgCddR4kx">Why Did ACAD Stock Slump 8% After Hours Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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MarineMax Shares Rally On Reported Buyout Offer: Here Are The Details

Reuters reported on Monday, citing people familiar with the matter, that Donerail has offered $35 per share in cash for MarineMax.

<ul class="summary-bullets"><li>The study builds on data from an early-stage study which evaluated CD19 CAR-NK cell therapy in combination with the Rituximab without Anktiva.</li><li>Durable complete responses were observed in heavily pretreated patients with iNHL in the study, including Waldenström’s Macroglobulinemia, the company said.</li><li>Last month, Immunitybio said that it recently met with the U.S. FDA to discuss its application for Anktiva plus Bacillus Calmette-Guérin (BCG) in BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with papillary tumors.</li></ul>Immunitybio Inc. (IBRX) said on Monday that it has launched a mid-stage clinical study in patients with indolent B-cell non-Hodgkin lymphoma (iNHL) with no need for chemotherapy.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.immunitybio.com/news-releases/news-release-details/immunitybio-launches-phase-2-chemotherapy-free-car-nk-cell">said</a> that outpatient study will evaluate ImmunityBio’s novel, off-the-shelf cell therapy CD19 CAR-NK in combination with its other drug Anktiva and Rituximab, and will not require any lymphodepleting chemotherapy unlike conventional CAR-T cell therapies.<h2 class="st-heading-2">Why The Trial?</h2>The study builds on data from an early-stage study which evaluated CD19 CAR-NK cell therapy in combination with the Rituximab without Anktiva. Durable complete responses were observed in heavily pretreated patients with iNHL in the study, including Waldenström’s Macroglobulinemia, the company said.The new mid-stage study is designed to evaluate whether further stimulation of innate and adaptive immune responses may enhance the depth and durability of anti-tumor activity, Immunitybio said, while adding that the company is hopeful for Anktiva potentially augmenting the actions of the cell therapy and Rituximab.The study will enroll patients with indolent NHL, including Waldenström’s Macroglobulinemia, who are relapsed or are refractory after at least two prior lines of therapy. Treatment will be provided without chemotherapy.<h2 class="st-heading-2">Anktiva Troubles</h2>Last month, Immunitybio said that it recently met with the U.S. Food and Drug Administration to discuss its application for Anktiva plus Bacillus Calmette-Guérin (BCG) in BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with papillary tumors.The company had submitted the application in 2025 but was rejected and is now looking to resubmit it with more information. The company then said that it would submit the additional information within 30 days, and that the added information does not need a new trial.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around IBRX shares remained within the ‘bullish’ territory, while message volume remained at ‘high’ levels.<a href="https://stocktwits.com/symbol/IBRX">IBRX stock</a> has gained about 90% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-seemingly-confirms-xai-spacex-merger-talks/cZbgtmrR4kZ">Elon Musk Seemingly Confirms xAI-SpaceX Merger Talks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an ImmunityBio company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Immunitybio Initiates Another Cell Therapy Trial With No Chemotherapy Needs

The company said that outpatient study will evaluate ImmunityBio’s novel, off-the-shelf cell therapy CD19 CAR-NK in combination with its other drug Anktiva and Rituximab.

<ul class="summary-bullets"><li>The committee had issued a negative opinion on approving the new dosing regimen in October after it deemed the submitted data as insufficient to conclude on efficacy.</li><li>Protalix said that it will be eligible to receive a regulatory milestone payment of $25 million from Chiesi Global Rare Diseases if the new dosing regimen is approved by the EMA.</li></ul>Shares of Protalix BioTherapeutics, Inc. (PLX) closed 13% higher on Friday after it announced that a European Medicines Agency committee has recommended approval of a new dosing regimen for pegunigalsidase alfa, marketed as Elfabrio, in Fabry disease.The Committee for Medicinal Products for Human Use <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.protalix.com/news-releases/news-release-details/chiesi-global-rare-diseases-and-protalix-biotherapeutics-4">recommended</a> approval of the 2mg/kg every-4-weeks dosing regimen in Fabry disease adult patients. Currently approved dosing regimen requires patients to visit infusion centers every two weeks for treatment while the proposed new regimen would allow it to be stretched to every four weeks.<h2 class="st-heading-2">Turnaround</h2>The positive opinion follows CHMP’s re-examination of the company’s application for the additional dosing regimen. The committee had issued a negative opinion on approving the new dosing regimen in October after it deemed the submitted data as insufficient to conclude on efficacy.Protalix said that it will be eligible to receive a regulatory milestone payment of $25 million from Chiesi Global Rare Diseases if the new dosing regimen is approved by the EMA. The agency is expected to announce a decision by March 2026.Fabry disease is a rare, inherited X-linked lysosomal storage disorder caused by a deficiency in the alpha-galactosidase A enzyme, leading to harmful accumulation of fats in cells. Symptoms include severe neuropathic pain in hands/feet, skin lesions, decreased sweating, and organ damage.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PLX stock improved from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.A Stocktwits user appreciated that the company was persistent in getting a positive opinion. However, the stock should have rallied more on the news, they said.“But the $25 million is great news and hopefully should lessen the risk of capital raise for their gout trials. Finally, one decent obstacle out of the way,” they wrote.<stembedurl>https://www.stocktwits.com/BryGuy29/message/643515194</stembedurl><a href="https://stocktwits.com/symbol/PLX">PLX stock</a> has dropped about 2% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/peloton-reportedly-lays-off-11-percent-workforce/cmySvT7R4Sv">Peloton Reportedly Lays Off 11% Workforce Including Engineers In Cost-Cutting Efforts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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PLX Shares Jump 13% On EMA Committee’s Turnaround On New Dosing Regimen For Fabry Disease Therapy

The Committee for Medicinal Products for Human Use recommended approval of the 2mg/kg every-4-weeks dosing regimen in Fabry disease adult patients.

<ul class="summary-bullets"><li>The company is slated to announce its second-quarter earnings next week before the U.S. stock market opens on Thursday.&nbsp;</li><li>The company had said in November that it expects Q2 revenue in the range of $665 million to $685 million and adjusted core profit in the range of $55 million to $75 million.</li><li>The company recently launched AI-powered bikes and treadmills.</li></ul> Peloton Interactive Inc. (PTON) has reportedly slashed 11% of its workforce in a bid to cut costs at the company.Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-30/peloton-cuts-11-of-staff-including-from-engineering-teams">reported </a>on Friday, citing a person familiar with the matter, that CEO Peter Stern informed staff of the move. The workforce reduction mostly impacts engineers working on technology and enterprise-related efforts, the report said.PTON shares closed down 2% in the regular trading session and edged up marginally after hours.<h2 class="st-heading-2">Upcoming Q2 Earnings</h2>The company is slated to announce its second-quarter (Q2) earnings next week before the U.S. stock market opens on Thursday, Feb. 5. Analysts, on average, expect the exercise equipment maker to report quarterly revenue of $675.13 million, compared to the $673.90 million reported in the corresponding quarter of fiscal year 2025, and loss per share of $0.05.The company had said in November that it expects Q2 revenue in the range of $665 million to $685 million and adjusted core profit in the range of $55 million to $75 million.For fiscal year 2026, the company expects year-over-year decline in revenue to a range of $2.4 billion to $2.5 billion and an increased adjusted core profit of $425 million to $475 million.The company recently launched AI-powered bikes and treadmills featuring Peloton IQ, which includes form feedback, movement tracking, and voice control, intended to enhance user experience. However, Bloomberg reported in November that it had seen sluggish sales till then.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PTON stock stayed within the ‘bearish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.A Stocktwits user wrote, “Peloton is signaling “survive first, grow later.”<stembedurl>https://www.stocktwits.com/PickAlpha/message/643513062</stembedurl><a href="https://stocktwits.com/symbol/PTON">PTON stock</a> has dropped 31% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/first-solar-shares-rebound-as-wall-street-dismisses-tesla-competition-concerns/cmySM1MR4Su">First Solar Shares Rebound As Wall Street Dismisses Tesla Competition Concerns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Sign at the entrance to the Peloton offices in Midtown Manhattan. (Photo by Erik McGregor/LightRocket via Getty Images)

Peloton Reportedly Lays Off 11% Workforce Including Engineers In Cost-Cutting Efforts

The workforce reduction mostly impacts engineers working on technology and enterprise-related efforts, the report said.

<ul class="summary-bullets"><li>H.C. Wainwright said KRRO-121 adds a second, "independently risk-mitigated asset as a call option."</li><li>Piper Sandler said it left the company’s analyst day on Tuesday with "strong conviction" for KRRO-121's probability of success.</li><li>Oppenheimer upgraded Korro Bio to ‘Outperform’ from ‘Perform’ with a $22 price target.</li></ul>Shares of Korro Bio Inc. (KRRO) jumped 13% on Thursday after multiple analysts upgraded the stock on optimism about the company’s new development candidate KRRO-121.Korro is now looking to study the drug in the treatment of hyperammonemia. The company said on Tuesday that it intends to file an application in the second half of 2026 to begin its first in-human trial for the candidate.<h2 class="st-heading-2">Analysts Chime In</h2>H.C. Wainwright upgraded Korro Bio to ‘Buy’ from ‘Neutral’ with a $20 price target, according to TheFly. The firm said KRRO-121 adds a second, "independently risk-mitigated asset as a call option."Korro shares are trading near a zero enterprise value, the analyst told investors in a research note. H.C. Wainwright believes KRRO-121 is not a read-through from KRRO-110,"so this is a truly independent shot on goal."Piper Sandler analyst Yasmeen Rahimi on Wednesday also upgraded Korro Bio to ‘Overweight’ from ‘Neutral’ with a price target of $30, up from $11. Piper said it left the company’s analyst day on Tuesday with "strong conviction" for KRRO-121's probability of success, it said.The firm is bullish ahead of KRRO-121's new drug filing in the second half of 2026, saying there is a "clear precedence for a regulatory path."Oppenheimer also upgraded Korro Bio to ‘Outperform’ from ‘Perform’ with a $22 price target. The firm believes the company's probability of success is now reset and that KRRO-121 offers a fresh, interesting story wherein RNA editing can thrive. The firm sees potential for significant upside.<h2 class="st-heading-2">Pivot From KRRO-110</h2>In November, Korro said that in its <a href="https://stocktwits.com/news-articles/markets/equity/korro-bio-stock-crashes-over-75-after-hours-on-drug-failure-downgrades-and-layoffs/cLPBNsbREdA">trial</a> evaluating KRRO-110 in the genetic disorder called Alpha-1 Antitrypsin Deficiency (AATD), it achieved functional protein production with a single administration, but it did not achieve the protein levels projected based on preclinical data.The lower-than-expected results prompted a 34% reduction in working and the company subsequently opted KRRO-121 as its next development candidate, for the potential treatment of patients with hyperammonemia.Hyperammonemia is a critical metabolic condition defined by abnormally elevated blood ammonia levels, commonly resulting from liver failure (cirrhosis) or inherited urea cycle disorders. It causes acute, severe neurological impairment—including encephalopathy, seizures, coma, and cerebral edema—and requires immediate medical intervention to prevent fatal brain damage.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around KRRO stock rose from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user said that a strong momentum setup is shaping up, adding that buyers are defending these levels and pushing higher.<stembedurl>https://www.stocktwits.com/topstockalerts/message/643304339</stembedurl><a href="https://stocktwits.com/symbol/KRRO">KRRO shares</a> have dropped 60% in the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/trump-administration-reportedly-ready-to-lay-out-crypto-law/cmyikhjR41I">Trump Administration Reportedly Ready To Lay Out Crypto Rules</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

KRRO Shares Jump 13% On Analyst Upgrades — What’s Driving The Optimism?

The company said on Tuesday that it intends to file an application in the second half of 2026 to begin its first in-human trial for its new development candidate KRRO-121. 

<ul class="summary-bullets"><li>Leerink said the premarket selloff in shares underscores the degree of surprise on the news, feeding into the "FDA unpredictability" element of the bear thesis across gene therapy.</li><li>It is not known if the RGX-111 integration was causative of the neoplasm and the patient was asymptomatic and doing well on the therapy, Clear Street analyst Bill Maughan said.&nbsp;</li><li>Stifel, however, expects a delay in FDA approval for RGX-121 in the treatment of Hunter Syndrome.</li></ul>Shares of REGENXBIO Inc.’s (RGNX) pared some losses on Wednesday after Wall Street dismissed an earlier selloff as an overreaction.The company <a href="https://stocktwits.com/news-articles/markets/equity/why-is-rgnx-stock-falling-today/cmyg4cKR404">announced</a> earlier on Wednesday that the U.S. Food and Drug Administration placed a clinical hold on its investigational gene therapy, RGX-111, for the treatment of Hurler syndrome. The hold followed a case of tumor in a child participant treated in a study with RGX-111. The news sent shares of the company tumbling about 30% premarket. The causality between the tumor and the experimental therapy has not been established and investigation is ongoing, the company noted.The agency also placed a hold on RGX-121, being studied in the treatment of Hunter Syndrome, citing similarities between the two products, study populations and shared risks.<h2 class="st-heading-2">Wall Street Dismisses Selloff</h2>However, Leerink said the premarket selloff in shares underscores the degree of surprise on the news, feeding into the "FDA unpredictability" element of the bear thesis across gene therapy. However, the firm views this pullback as "an overreaction" based on the modest financial contribution of Hunter/Hurler to the fundamental value of shares and views this as a buying opportunity. Leerink has an ‘Outperform’ rating on Regenxbio shares.Clear Street analyst Bill Maughan, meanwhile, reiterated a ‘Buy’ rating on Regenxbio with a $50 price target. The firm believes the clinical hold has a limited impact on the stock's thesis. It is not known if the RGX-111 integration was causative of the neoplasm and the patient was asymptomatic and doing well on the therapy, the analyst told investors in a research note.Stifel, too, reiterated a ‘Buy’ rating on Regenxbio with a price target of $45. Neoplasm warnings are on other gene therapies, and the risk-benefit remains favorable, the analyst said, while adding that it still expects a delay in FDA approval for RGX-121. The FDA is expected to rule on potential approval for the therapy by Feb. 8.RGNX shares traded 17% lower at the time of writing.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around RGNX stock rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels.A Stocktwits user dismissed hopes for a FDA approval of RGX-121 by Feb 8. “11 days is not enough time to clear a safety hold of this magnitude,” they wrote.<stembedurl>https://www.stocktwits.com/Teillbou/message/643165513</stembedurl>“I think the news is worse than the price action,” another user wrote.<stembedurl>https://www.stocktwits.com/kenny91655/message/643185332</stembedurl><a href="https://stocktwits.com/symbol/RGNX">RGNX shares</a> have gained 46% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/halo-stock-edges-up-on-upbeat-multi-year-revenue-guidance-surf-bio-acquisition/cmygWBXR408">HALO Stock Edges Up 3% On Upbeat Multi-Year Revenue Guidance, Surf Bio Acquisition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Esperion’s stock (ESPR) has risen 40.5% so far in 2025. (Representative Image: Getty Images)

RGNX Shares Pare Losses As Wall Street Dismisses Gene Therapy Clinical Hold Spurred Selloff As An Overreaction

The company announced earlier on Wednesday that the U.S. Food and Drug Administration placed a clinical hold on its investigational gene therapy, RGX-111, for the treatment of Hurler syndrome.

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