SPDR Dow Jones Industrial Average ETF

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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending following a robust earnings beat and significantly raised guidance driven by accelerating AI revenue growth, alongside a new substantial share repurchase program. The market reaction, however, has been notably muted, fueling active community debate comparing its flat performance to other recent AI stock reports despite strong financial results.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull ($BULL) is trending following its latest earnings report, which showcased robust revenue and user growth but drew mixed community reactions regarding its diluted profitability figures and ongoing stock dilution. Bulls emphasize the platform's expanding market share and customer assets, while bears voice frustration over management's perceived inaction in translating operational success into shareholder value.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending after reporting lower-than-expected revenue in its Q4 earnings, fueling a polarized community discussion. While bears label the stock a "quantum scam" given its high valuation against minimal sales, bulls point to a robust cash position, the achievement of 99.9% gate fidelity, and recent system orders as strong indicators of its long-term potential in the nascent quantum technology sector.

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

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending, fueled by imminent Phase 3 results for its AML immunotherapy, GPS, and amid widespread expectations of a significant buyout. The reported extended survival of trial patients, combined with management's silence, is intensifying buyout rumors and the potential for a short squeeze, propelling community discussion about its massive undervalued potential.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending following its robust earnings report, which highlighted significant revenue and adjusted EPS beats, positive full-year guidance, and a strategic U.S. manufacturing partnership for its high-performance silicon batteries. The community is actively discussing the company's progress towards profitability and its strengthened position for defense contracts and NDAA compliance within the rapidly expanding drone and eVTOL markets, despite a notable one-time charge affecting net results.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's 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 trending after reporting strong current quarter results but issuing forward guidance that fell below analyst expectations, signaling its first projected single-digit revenue growth since IPO. This outlook has fueled investor debate, with some expressing caution about decelerating enterprise spending, while others emphasize the company's solid performance and its long-term opportunity in securing AI agents amid wider cybersecurity sector re-evaluations.

BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is trending as investors weigh its appeal as a safe-haven asset amidst escalating Middle East tensions, while simultaneously navigating the uncertainty of persistent inflation signals and shifting expectations for Federal Reserve policy.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

VTI is trending as it achieves new all-time highs on notable trading volume and significant inflows, showcasing strong outperformance against international equities. Community discussion highlights optimism for the ETF as a core long-term holding, reflecting robust U.S. market momentum.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

GEMI is actively discussed due to recent executive departures and workforce reductions, leading to widespread community frustration and fears for its future. However, some investors are betting on a potential short squeeze and the growth opportunities presented by its new prediction market after securing a CFTC DCM license.

Grocery Outlet Holding Corp. engages in the operation of retail stores in the United States. It offers name-brand consumables and fresh products through a network of independently operated stores. The company was founded by Jim Read in 1946 and is headquartered in Emeryville, CA.

Grocery Outlet Holding Corp

Grocery Outlet (GO) is trending after its Q4 earnings revealed a significant GAAP EPS loss due to substantial goodwill write-downs and asset impairments, prompting community debate over management's expansion strategy amidst strong selling pressure. While many express concern about the company's valuation and strategic missteps, others see an oversold opportunity, emphasizing GO's profitable operations and its defensive position as a value-driven grocer.

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<ul class="summary-bullets"><li>The company went public in 2019 at a post-money valuation of $480 million, according to the report.&nbsp;</li><li>InMode has been facing declining sales and profits since 2023.</li><li>On January 9, the&nbsp;company said it anticipated its fourth-quarter sales to fall within a tight range of $103.6 million to $103.8 million.</li></ul>InMode stock became the talk of the town on Monday after a report stated that the company is set to be acquired by&nbsp;an investment fund in a deal that values the firm at roughly $1.1 billion, marking a 25% premium over its current Nasdaq trading value of $882 million.&nbsp;According to a Calcalist&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.calcalist.co.il/market/article/hjurxpfizl">report</a>, the transaction will result in InMode being taken private and removed from public trading.<a href="https://stocktwits.com/symbol/INMD">InMode stock</a> traded over 13% higher on Monday morning.&nbsp;<h2 class="st-heading-2">Background and Valuation</h2>Founded in 2008 by Moshe Mizrahi, the firm's CEO, and Michael Kreindel, the firm's Chief Technology Officer, the company originally developed advanced minimally invasive aesthetic treatments using radio frequency (RF) technology. It went public in 2019 at a post-money valuation of $480 million and reached a peak market value of $7 billion in 2021.Following the report, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day amid ‘high’ message volume levels on Stocktwits.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_092338_png_08dfdb451a.webp" alt="INMD’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 26, 2026 | Source: Stocktwits" width="928" height="106"><figcaption>INMD’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 26, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Financial Challenges</h2>According to the report, InMode has been facing declining sales and profits since 2023, partly due to rising interest rates in the U.S. and an economic slowdown that affected financing for doctors purchasing its devices.&nbsp;The U.S. Food and Drug Administration’s (FDA) warning last October about health problems linked to some radiofrequency (RF) microneedling devices in general affected the stock.&nbsp;On January 9, the&nbsp;company said it anticipated its fourth-quarter (Q4) sales to fall within a tight range of $103.6 million to $103.8 million, below the analysts' consensus estimate of $104.64 million, according to FiscalAI data. Furthermore, the company’s 2025 revenue outlook of $370.2 million to $370.4 million is also below the analysts' consensus estimate of $371 million.INMD stock has declined by over 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-soars-nvidia-2-billion-investment-ai-infrastructure/cmy7qzrR4h2">CRWV Stock Soars 10% Pre-Market As Nvidia Invests $2B To Expand AI Factory Network</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A worker produces medical instrument at Shandong Yixing Medical Instrument Co., Ltd.

INMD Stock Jumped Nearly 13% Today – What’s Powering The Rally?

According to a Calcalist report, the company is set to go private after a $1.1 billion acquisition by a fund. 

Equity

<ul class="summary-bullets"><li>Median overall survival was 16 months for the combination versus 11.9 months for the group that received nab-paclitaxel alone.</li><li>Earlier data from the same trial showed a roughly 30% reduction in the risk of disease progression for participants treated with relacorilant plus nab-paclitaxel.</li><li>ROSELLA enrolled 381 women with platinum-resistant ovarian cancer across multiple regions.</li></ul>Corcept Therapeutics Inc. (CORT) on Thursday announced positive clinical results from its Phase 3 ROSELLA study evaluating the experimental drug relacorilant combined with nab-paclitaxel chemotherapy in women with platinum-resistant ovarian cancer.The company said the study hit its key survival goal, underscoring potential new hope for patients.&nbsp;<h2 class="st-heading-2">Positive Survival Results</h2>In the ROSELLA trial, patients receiving relacorilant with nab-paclitaxel saw their risk of death drop by about 35% compared with those given the chemotherapy alone.Median overall survival was 16.0 months for the combination versus 11.9 months for the group that received nab-paclitaxel alone, the company said.Following the results,&nbsp;<a href="https://stocktwits.com/symbol/CORT">Corcept stock</a> traded over 14% higher on Thursday morning. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume changed to ‘low’ from ‘extremely low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_22_103211_png_944b3daf2a.webp" alt="CORT’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 22, 2026 | Source: Stocktwits" width="929" height="104"><figcaption>CORT’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 22, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Progression-Free Survival</h2>Earlier data from the same trial showed a roughly 30% reduction in the risk of disease progression for participants treated with relacorilant plus nab-paclitaxel. Safety findings for the combination therapy align with established profiles, with no new adverse events emerging, suggesting the drug can deliver a meaningful clinical benefit without adding extra risk.<blockquote>“The addition of relacorilant to nab-paclitaxel, a trusted and effective chemotherapy, is positioned to become a new standard-of-care treatment for patients with platinum-resistant ovarian cancer, due to its overall survival benefit, well-tolerated side effect profile and oral administration.”-Alexander B. Olawaiye, Principal Investigator, ROSELLA Trial</blockquote>ROSELLA enrolled 381 women with platinum-resistant ovarian cancer across multiple regions, including the United States, Europe, South Korea, Brazil, Argentina, Canada, and Australia.CORT stock has declined by 31% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-warner-bros-deal-paramount-seeks-wbd-shareholder-suppot/cmUzzULR4QC">Netflix-Warner Bros. Deal: Paramount Seeks WBD Shareholder Support To Counter Amended NFLX Transaction, Extends Tender Offer</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Corcept Therapeutics logo is seen displayed on a smartphone screen. 

Why Did Corcept Therapeutics Stock Surge Over 14% Today?

In the ROSELLA trial, patients receiving relacorilant with nab-paclitaxel saw their risk of death drop by about 35% compared with those given the chemotherapy alone.

<ul class="summary-bullets"><li>Under the agreement, Janux will manage preclinical development through IND submission.</li><li>Bristol Myers Squibb will hold the IND, oversee subsequent clinical development, and lead global commercialization efforts.</li><li>The deal provides Janux with up to $50 million in upfront and near-term milestone payments.</li></ul>Janux Therapeutics, Inc. (JANX) announced on Thursday that it has entered a strategic collaboration with Bristol Myers Squibb to advance the development of a new tumor-activated therapy.&nbsp;The partnership focuses on a yet-to-be-disclosed solid tumor target expressed across multiple cancer types, aiming to expand treatment options for patients worldwide.<h2 class="st-heading-2">Collaboration Details</h2>Under the agreement, Janux will manage preclinical development through IND submission, whileBristol Myers Squibb will hold the IND, oversee subsequent clinical development, and lead global commercialization efforts.&nbsp;The collaboration ensures Janux remains actively engaged, supporting the completion of the first Phase 1 clinical study alongside Bristol Myers Squibb.<blockquote>“This collaboration marks a significant milestone for Janux, validating the strength of our tumor-activated platforms and expanding our reach in solid tumor oncology.”&nbsp;- David Campbell, President and CEO, Janux</blockquote>Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/JANX">Janux Therapeutics’ stock</a> traded over 8% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Financial Terms</h2>The deal provides Janux with up to $50 million in upfront and near-term milestone payments. Additional development, regulatory, and commercial milestones could total roughly $800 million. Additionally, Janux will receive tiered royalties on worldwide product sales, giving the company potential long-term revenue streams if the therapy succeeds.This tie-up will use Janux’s proprietary technologies, including its Tumor Activated T Cell Engager (TRACTr), Tumor Activated Immunomodulator (TRACIr), and Adaptive Immune Response Modulator (ARM) platforms. These platforms are designed to enhance the immune system targeting of tumors while minimizing off-target effects.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-warner-bros-deal-paramount-seeks-wbd-shareholder-suppot/cmUzzULR4QC">Netflix-Warner Bros. Deal: Paramount Seeks WBD Shareholder Support To Counter Amended NFLX Transaction, Extends Tender Offer</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A staff member of the Baden-Württemberg State Health Authority is pipetting corona samples during an experiment.

Janux Stock Is Rising Pre-Market After A New Oncology Deal With Bristol Myers Squibb

The company, along with Bristol Myers Squibb, will develop a new tumor-activated therapy.

<ul class="summary-bullets"><li>The company is running a Phase III study known as FLAMINGO-01, which is testing GLSI-100.</li><li>The approval follows the submission of manufacturing and stability data tied to multiple production runs.</li><li>More than 1,000 patients have already been screened for FLAMINGO-01.</li></ul>Greenwich LifeSciences, Inc. (GLSI) announced on Thursday that it has cleared another regulatory step in the development of its breast cancer immunotherapy as the company advances its late-stage clinical program.&nbsp;The clinical-stage biotechnology firm is running a Phase III study known as FLAMINGO-01, which is testing GLSI-100, a therapy designed to reduce the risk of cancer returning in certain breast cancer patients.<h2 class="st-heading-2">FDA Manufacturing Clearance</h2>The company disclosed that the Food and Drug Administration (FDA) has reviewed and authorized the use of its first commercially produced batch of the GP2 drug product in the ongoing FLAMINGO-01 trial.&nbsp;Following the update,&nbsp;<a href="https://stocktwits.com/symbol/GLSI">Greenwich LifeSciences stock</a> traded over 16% higher in Thursday’s premarket. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;The approval follows the submission of manufacturing and stability data tied to multiple production runs completed over the past two years.<blockquote>"With our manufacturing investments in 2023 and 2024, and now the FDA's review and approval to use the first commercial lot of finished GP2 vials in FLAMINGO-01, we have taken major steps to further de-risk the filing of a BLA in the US.”-Snehal Patel, CEO, Greenwich LifeSciences</blockquote><h2 class="st-heading-2">Trial Progress And Early Signals</h2>More than 1,000 patients have already been screened for FLAMINGO-01, with enrollment continuing at a steady pace. One treatment arm involving patients without the HLA-A*02 marker has now completed enrollment, providing a larger dataset than earlier mid-stage research.&nbsp;Preliminary observations following the initial dosing period suggest a sharp decline in recurrence rates, though the company cautioned that the findings remain early and incomplete.GLSI stock has gained over 75% higher in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-retail-chatter-up-in-a-week-what-is-driving-trader-interest/cmUzw1HR4Qo">Ondas Retail Chatter Up 131% In A Week — What's Driving Trader Interest?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A researcher works in the clinical-stage biopharmaceutical company Xencors new laboratory in Pasadena.

Why Did Greenwich LifeSciences Stock Soar Pre-Market Today?

The company disclosed that the Food and Drug Administration (FDA) has reviewed and authorized the use of its first commercially produced batch of the GP2 drug product in the ongoing FLAMINGO-01 trial. 

GLSI Stock Surges Pre-Market On Clearing FDA Manufacturing Step For Its Breast Cancer Trial

The company disclosed that the Food and Drug Administration (FDA) has reviewed and authorized the use of its first commercially produced batch of the GP2 drug product in the ongoing FLAMINGO-01 trial. 


<ul class="summary-bullets"><li>The company sees 2025 revenue of $616 million compared to the analysts’ consensus estimate of $606.03 million, according to Fiscal AI data.</li><li>BRIUMVI’s U.S. net product revenue expected to reach around $182 million in Q4 and $594 million in 2025.&nbsp;</li><li>TG Therapeutics stock rallies 9% higher in Wednesday’s premarket.&nbsp;</li></ul>TG Therapeutics, Inc. (TGTX) drew increased attention on Wednesday, with the stock seeing a 195% increase in retail chatter on Stocktwits over the last 24 hours following the company’s ambitious revenue outlook.&nbsp;On Tuesday, the company provided the revenue outlook for 2026 and fourth-quarter (Q4) and fiscal year 2025 revenue projection for BRIUMVI.<h2 class="st-heading-2">What Did Stocktwits Users Say?&nbsp;</h2><a href="https://stocktwits.com/symbol/TGTX">TG Therapeutics stock</a> traded over 9% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_14_083034_png_390ef2e760.webp" alt="TGTX’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 14, 2026 | Source: Stocktwits" width="933" height="108"><figcaption>TGTX’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 14, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user sounded optimistic about BRIUMVI achieving blockbuster status.<stembedurl>https://stocktwits.com/knowthyself/message/641747123</stembedurl>Another bullish user said the company’s ramp-up from Q3 to Q4 was impressive.&nbsp;<stembedurl>https://stocktwits.com/Uncle_Baby_Billy/message/641752748</stembedurl><h2 class="st-heading-2">Outlook Highlights&nbsp;</h2>TG Therapeutics expects BRIUMVI’s U.S. net product revenue to reach around $182 million in Q4 and $594 million for the full year of 2025. Global revenue for the year is estimated at $616 million compared to the analysts’ consensus estimate of $606.03 million, according to Fiscal AI data.&nbsp;Looking ahead, the company anticipates total global revenue between $875 million and $900 million for 2026, with U.S. BRIUMVI sales projected at $825 million to $850 million.BRIUMVI is a glycoengineered monoclonal antibody that targets CD20-expressing B-cells, a proven approach for treating autoimmune diseases like relapsing multiple sclerosis (RMS). By removing specific sugar molecules, BRIUMVI enhances B-cell depletion at lower doses.<h2 class="st-heading-2">Upcoming Clinical Milestones</h2>The company also teased three major milestones for 2026.&nbsp;TG Therapeutics plans to release pivotal topline data for the ENHANCE trial, which evaluates Day 1 and Day 15 intravenous doses of BRIUMVI, by mid-2026. Preliminary Phase 1 data for azer-cel in Progressive multiple sclerosis (MS) will be shared in the latter half of the year.&nbsp;Pivotal topline results for subcutaneous BRIUMVI are expected by year-end 2026 or early 2027.&nbsp;TGTX stock has declined by over 6% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-nrxp-stock-surge-pre-market-today/cmULXc2R4eL">Why Did NRXP Stock Surge 21% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Biology lab technician removes a freeze-dried sample from a container in a laboratory.

Retail Traders Are Piling Into TG Therapeutics – What’s Driving The Chatter?

On Tuesday, the company provided the revenue outlook for 2026 and fourth-quarter (Q4) and fiscal year 2025 revenue projection for BRIUMVI.

Betting on a Boom: 3 Healthcare ETFs for 2026 and Beyond

After a late-2025 rebound eased policy fears, healthcare ETFs like IXJ are gaining attention as investors position for a sector comeback in 2026.

Spotlight on Health ETFs as NVO & LLY Cut Obesity Drug Price in China

Novo Nordisk cuts Wegovy prices in China, which may shift investor focus toward diversified healthcare ETFs.

<ul class="summary-bullets"><li>MFN pricing extended nationwide through Medicaid and to future new medicines.</li><li>Steep direct-to-patient discounts rolled out via TrumpRx, including $35 insulin.</li><li>Additional pharma companies, including Johnson &amp; Johnson, are expected to ink similar deals next week.</li></ul>U.S. President Donald Trump on Friday announced nine new agreements with pharmaceutical companies to lower prescription drug prices for Americans to the lowest levels paid in other developed nations, under what the administration calls a “most-favored-nation” (MFN) pricing framework.With these additions, 14 of the 17 pharmaceutical companies targeted by the administration in August have now signed on.<h2 class="st-heading-2">Big Pharma Roster Expands</h2>The companies named in Friday’s agreements are Amgen, Bristol Myers Squibb, Boehringer Ingelheim, Genentech, Gilead Sciences, GSK, Merck, Novartis and Sanofi.Trump said additional companies, including Johnson &amp; Johnson, are expected to announce similar agreements next week, as the administration continues to expand the program.<h2 class="st-heading-2">Medicaid Savings And Future Drug Pricing</h2>The White House said the agreements apply to drugs used to treat an array of expensive, long-term conditions including type two diabetes, rheumatoid arthritis, multiple sclerosis, asthma, chronic obstructive pulmonary disease, hepatitis B and C, HIV and certain cancers.The administration said every state Medicaid program in the U.S. will benefit from MFN prices on products from the nine companies, which it estimates will save billions of dollars. The agreements also require MFN pricing for all new innovative medicines these companies bring to market.Trump also floated the idea of calling a meeting with insurance companies to discuss further ways to lower healthcare costs, suggesting insurers could significantly reduce prices or face alternative approaches that would direct savings to consumers.<h2 class="st-heading-2">Deep Discounts Via TrumpRx</h2>The administration said the companies are required to offer medicines at steep discounts off list prices when selling directly to American patients through TrumpRx, a government-backed direct-to-patient drug purchasing platform.The administration said patients would see steep price cuts, citing examples such as Amgen’s Repatha at $239 versus&nbsp;list price of $573, Bristol Myers Squibb’s Reyataz at $217 versus $1,449, and Sanofi’s Plavix at $16 versus $756, alongside similar reductions for drugs from Gilead, GSK, Merck and Novartis. The administration also said Sanofi will list its insulin products on TrumpRx at $35&nbsp;for every&nbsp;month’s supply.<h2 class="st-heading-2">Drugmakers Pledge Domestic Investment</h2>Trump said the participating companies have committed to invest at least $150 billion collectively in U.S. pharmaceutical manufacturing in the near term.The administration also said several companies will donate active pharmaceutical ingredients to the Strategic Active Pharmaceutical Ingredients Reserve to strengthen emergency preparedness. GSK will contribute 98.8 kg of Albuterol, Bristol Myers Squibb will contribute tablets representing 6.5 tons of Apixaban, and Merck will contribute 3.5 tons of Ertapenem.<h2 class="st-heading-2">How Did Stocktwits React?</h2>On Stocktwits, Health Care Select Sector SPDR Fund (XLV) showed 'bearish' retail sentiment amid 'high' message volume, while iShares Global Healthcare ETF (IXJ) saw 'bullish' sentiment with 'high' activity.<a href="https://stocktwits.com/symbol/XLV">XLV</a> and&nbsp;<a href="https://stocktwits.com/symbol/IXJ">IXJ</a> have risen 14% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trump announced his plan to lower drug prices would tie their cost to drug prices paid in foreign nations. (Photo by Andrew Harnik/Getty Images)

Trump Locks In Drug-Price Cuts With Roche, Novartis, Merck — More Big Pharma Deals Coming Next Week

The deals expand the pricing program to several drugmakers in exchange for temporary tariff relief.

<ul class="summary-bullets"><li>The Trump administration is preparing a Section 301 investigation to assess whether U.S. trading partners underpay for prescription drugs, a move that could pave the way for new tariffs.</li><li>Earlier this month, the White House confirmed generic drugs would be excluded from potential duties, reversing earlier discussions under the Section 232 national security review.</li><li>The probe expands Trump’s broader effort to pressure pharmaceutical companies and foreign governments to “equalize” drug prices globally.</li></ul>President Donald Trump’s administration reportedly is stepping up pressure on U.S. trading partners over drug costs, preparing a Section 301 investigation under the Trade Act of 1974 to determine whether countries are underpaying for prescription medicines.The move could pave the way for new tariffs and marks a renewed escalation in Trump’s campaign to “equalize” drug prices globally, according to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/bce66d6e-57f7-40a2-8225-06a8f50ff657">report</a>, citing three people familiar with the matter.Trump has long argued Americans pay disproportionately high prices for the same drugs sold abroad, citing last week that “in London, you’d buy a certain drug for $130 … and in New York, you pay $1,300 for the same thing.”&nbsp;U.S. drug prices average nearly three times higher than in other developed economies, according to the Rand Corporation. Novo Nordisk’s Ozempic, for instance, costs about $936 per month in the U.S., versus $147 in Canada and $83 in France, KFF data show.<h2 class="st-heading-2">Generic Drugs Excluded From Tariff Plans</h2>Earlier this month, the White House<a href="https://stocktwits.com/news-articles/markets/equity/trump-walks-back-generic-drug-tariffs-after-white-house-clash-over-prices-supply-risks/ch67JdhR30E"> said it isn’t planning tariffs on generic drugs</a>, narrowing the scope of its trade actions. Officials had been weighing such duties under Section 232 of the Trade Expansion Act, which permits tariffs on national security grounds.White House spokesman Kush Desai said the administration “is not actively discussing imposing Section 232 tariffs against generic pharmaceuticals.” The Commerce Department also said such tariffs were unlikely, marking a reversal from Trump’s 2023 campaign pledge to restore domestic production of all essential medicines.Advisers, including members of the Domestic Policy Council and health aide Theo Merkel, warned tariffs on generics could raise prices and cause shortages, given that India supplies nearly half of U.S. generic drugs. Commerce officials, however, continue to explore quotas or incentives to rebuild U.S. drug manufacturing capacity.<h2 class="st-heading-2">Broader Pharma Trade Push&nbsp;</h2>The Section 301 move expands Trump’s broader effort to tie drug pricing policy to trade leverage. Earlier this year, he demanded that pharmaceutical companies offer the U.S. their best global price or face penalties.Major firms, including Pfizer, AstraZeneca, Novo Nordisk, and Eli Lilly, have all held pricing talks with the White House. Trump previously reached a deal with the EU to cap drug import tariffs at 15% and is negotiating with the U.K. for lower duties in exchange for higher payments to drugmakers.While Trump last month threatened 100% tariffs on branded drugs to force companies to expand U.S. manufacturing, those measures have yet to materialize. Officials said firms will be given time to invest domestically and demonstrate pricing reforms.Desai said the White House is pursuing a “multi-faceted approach” that could include federal grants or loans, potentially with funding from foreign partners like Japan, to strengthen U.S. drug supply chains and reduce dependence on imports.<h2 class="st-heading-2">Stocktwits Traders See Muted Interest For Healthcare ETFs</h2>On Stocktwits, retail sentiment toward the Health Care Select Sector SPDR Fund (XLV) was ‘bearish’ and toward the iShares Global Healthcare ETF (IXJ) was ‘neutral,’ both amid ‘low’ message volume.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/XLV">XLV</a> is up 7%, while&nbsp;<a href="https://stocktwits.com/symbol/IXJ">IXJ</a> has gained 9%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump answers questions after making an announcement on “significant medical and scientific findings for America’s children” in the Roosevelt Room of the White House on September 22, 2025. (Photo by Andrew Harnik/Getty Images)

Trump Steps Up Pressure On Trading Partners Over Drug Costs, Plans Section 301 Review: Report

The probe expands Trump’s broader effort to pressure pharmaceutical companies and foreign governments to “equalize” drug prices globally.

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