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Lithium Americas Corp. engages in the development of the Thacker Pass project. It is focused on advancing Thacker Pass to production it is located in northern Nevada. The company was founded on January 23, 2023 and is headquartered in Vancouver, Canada.

Lithium Americas Corp (NewCo)

Lithium Americas Corp

Lithium Americas Corp is trending due to news of a potential U.S. government stake in the company, fueling speculation of a short squeeze and long-term growth. Community members are actively discussing potential price targets and the significance of securing domestic lithium supply chains. The focus remains on the implications for national security and the electric vehicle market.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

ASTS is trending due to excitement surrounding upcoming Bluebird satellite launches, with the first potentially shipping to India as early as next week. The community is actively discussing potential launch dates and the impact on future coverage. Additionally, chatter about a potential large investment from Carlos Slim is circulating, further fueling investor interest.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending amid discussions surrounding its recent earnings report, with the community debating whether the results justify the stock's performance. While some highlight the company's turnaround and potential for growth under its new CEO, others express concerns about tariff headwinds and decreasing margins. Community members are closely watching for upgrades and potential movement above key resistance levels.

"What's Updog?" is a Community Led token.

UpDog

$UPDOG.X is trending as community members actively engage in the classic 'What's UpDog?' joke, celebrating its presence on the Solana network. Many are pointing out the low cost to become an UpDog millionaire. The community highlights that the token is listed on Jupiter and emphasizes its long-term presence in the meme coin space.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal ($PYPL) is experiencing significant volatility, with community discussions focusing on a recent sharp decline despite positive news and a Google partnership; some speculate about market manipulation and potential for a short squeeze. Community members express frustration with the stock's inability to sustain gains, while others remain optimistic about buybacks, growth initiatives, and a potential takeover. Overall, sentiment is mixed, with some seeing a value opportunity and others expressing deep disappointment.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as the community rallies around its association with weed culture and digital freedom. Active community members are emphasizing growth and the power to rewrite the future. Some users are pointing out a potential collaboration with $UPDOG.X.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DKNG is trending due to concerns about increasing competition from prediction markets like Kalshi and Robinhood, which are seeing high trading volumes, especially in states where sports betting is not yet legal. The community is debating whether these platforms pose a significant threat to DraftKings' market share, and some express frustration with the company's management and perceived lack of innovation in response to this evolving landscape. Despite partnerships, some investors believe DraftKings needs to actively participate in the prediction market space.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending after announcing a deal to acquire Metsera, a company focused on developing treatments for obesity, signaling a renewed push into the weight loss market. Community discussions revolve around the deal's potential impact on Pfizer's growth and its competitive positioning against other players in the sector. Some traders are speculating about potential follow-on effects for other companies in the weight loss space.

Mannatech, Inc. engages in the development of nutritional supplements, topical and skin care products and weight-management products that target optimal health and wellness. Its product category includes integrative health, targeted health, wealth and fitness, skin care, essentials, and home. The company was founded by Marlin Ray Robbins and Samuel L. Caster in November 1993 and is headquartered in Flower Mound, TX.

Mannatech Inc

MTEX is gaining traction as traders discuss its low float and potential for a significant breakout. The stock's recent price action and increasing volume have captured the attention of day traders, with many anticipating a run toward higher price levels if key resistance is broken. Community members are closely watching for further momentum, citing previous runs and the possibility of a short squeeze.

"Shina Inu is a decentralized meme token on the Ethereum blockchain. Its mission is to give back to the crypto community, give to charity, and win the heart of the greatest token of all time, Shiba Inu!   Shina Token is a very fun meme token project that has sold many rare and beautiful NFTs. NFT sales are used to support the team and provide upcoming features such as exclusive access to events and rewards that will soon be announced."

Shina Inu

Shina Inu is trending as the community discusses its healthy chart structure and potential for a bullish breakout. Sentiment suggests strong accumulation and growing buy pressure, with holders remaining confident during consolidation. Discussions also mention recognition from UpDog.

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U.S. President Donald Trump’s campaign pollster reportedly briefed Republican congressional staff on Wednesday about survey results showing strong bipartisan support for routine childhood vaccines, even among Trump supporters.The Fabrizio Ward poll found deep partisan divisions over COVID-19 shots, but broad backing for measles and hepatitis B immunizations, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-04/trump-pollster-briefed-republicans-on-support-for-vaccines">reported</a>, citing people familiar with the meeting.&nbsp;Just 22% of surveyed Trump voters said the COVID-19 vaccine was important, compared with 77% for measles and 69% for hepatitis B. By contrast, at least 90% of Kamala Harris supporters backed all three vaccines.&nbsp;The national poll of 1,000 voters, dated Aug. 26, did not specify its sponsor.The briefing came one day before Health and Human Services Secretary Robert F. Kennedy Jr. is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cdc-turmoil-escalates-kennedy-to-testify-in-senate-after-director-fired-senior-officials-quit/chtRCdURdZ4">scheduled to testify</a> before the Senate Finance Committee on Thursday on Trump’s healthcare agenda.&nbsp;Chairman Mike Crapo said the hearing will review the department’s “Make America Healthy Again” initiatives to date and future plans.Kennedy faces mounting criticism over his overhaul of federal vaccine policy, including the firing of CDC Director Susan Monarez and dismissal of the entire CDC vaccine advisory panel.&nbsp;More than 20 medical groups and over 1,000 current and former HHS employees have called on him to resign, while California, Oregon and Washington have formed a new health alliance to issue independent vaccine recommendations.&nbsp;He is now apparently weighing seven new members for the reconstituted CDC vaccine panel, which is expected to vote on hepatitis B and other shots later this month.On Stocktwits, retail sentiment for the Health Care Select Sector SPDR Fund (XLV) was described as ‘extremely bearish’ with ‘low’ message volume, while sentiment for the iShares Global Healthcare ETF (IXJ) was ‘neutral’ with ‘normal’ message volume.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/XLV">XLV</a> is up 0.4% while&nbsp;<a href="https://stocktwits.com/symbol/IXJ">IXJ</a> has gained 2.8%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

So far this year, XLV is up 0.4% while IXJ has gained 2.8%. (Photo credit: Getty Images)

Trump Pollster Quietly Tells Republicans: Voters Still Trust Childhood Vaccines, Doubt COVID Shots

The Fabrizio Ward survey of 1,000 voters found 77% of Trump supporters back measles shots and 69% support hepatitis B, while at least 90% of Kamala Harris voters backed all three vaccines.

Equity

More than 20 health groups and medical associations urged U.S. Health Secretary Robert F. Kennedy Jr. to resign on Wednesday, warning that his sweeping changes to vaccine policy and recent moves at the Centers for Disease Control and Prevention (CDC) threaten decades of medical progress.The joint statement followed criticism from multiple former CDC directors under both Republican and Democratic administrations, who said Kennedy’s actions, which culminated in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cdc-chief-susan-monarez-pushed-out-after-weeks-on-job-as-rfk-jr-overhauls-agency-she-s-fighting-back/chsCsP4Rdli">last week’s firing of CDC Director Susan Monarez</a>, are putting public health at risk, Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/medical-groups-call-us-health-secretary-kennedy-step-down-2025-09-03/">reported</a>.“Our country needs leadership that will promote open, honest dialogue, not disregard decades of lifesaving science, spread misinformation, reverse medical progress and decimate programs that keep us safe,” the groups said. “We are gravely concerned that American people will needlessly suffer and die as a result of policies that turn away from sound interventions.”The letter was signed by the Infectious Diseases Society of America, the American Academy of Allergy, Asthma &amp; Immunology, the American Public Health Association and the American Association of Immunologists.&nbsp;Over 1,000 current and former employees of the Health and Human Services Department sent an open letter demanding that Kennedy either resign or be fired.State-Level ResponsesAmid the federal shake-up, states have&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/california-oregon-washington-form-health-alliance-amid-federal-vaccine-tensions-2025-09-03/">begun to chart their own paths</a> on immunization policy. California, Oregon and Washington on Wednesday announced the formation of the West Coast Health Alliance, which will issue unified vaccine recommendations guided by national medical associations, even if they diverge from federal guidance.An alternative standard to the one set by the federal government could cause confusion among providers and patients, health experts warned, but state officials said they acted to prevent disruption to fall vaccination campaigns.&nbsp;Erica Pan, California’s state public health officer, said, “The dismantling of public health and dismissal of experienced and respected health leaders and advisors, along with the lack of using science, data and evidence to improve our nation’s health, are placing lives at risk.”Meanwhile, Florida announced plans to end all state vaccine mandates, including requirements for schoolchildren, marking another sign of growing divisions over immunization policy across the country.A spokesperson for the Department of Health and Human Services sought to reassure providers, saying: “ACIP remains the scientific body guiding immunization recommendations in this country, and HHS will ensure policy is based on rigorous evidence and Gold Standard Science, not the failed politics of the pandemic.”Policy Overhaul And FiringsSince taking office, Kennedy has withdrawn federal recommendations for COVID-19 vaccination in pregnant women and healthy children, and in June, he dismissed all 17 members of the CDC’s expert vaccine advisory panel, the Advisory Committee on Immunization Practices (ACIP), replacing them with hand-picked advisers, including fellow vaccine skeptics. The move raised concerns over compromising the panel’s independence.Monarez, who was sworn in less than a month before her dismissal, said through a spokesperson that she was asked to rubber-stamp policy changes and resisted. Her firing triggered the resignation of four top CDC officials, citing pressure to support anti-vaccine positions advanced by Kennedy.In a social media post on Wednesday, Kennedy defended his decisions, saying his mission was “to restore the CDC’s focus on infectious disease” and “rebuild trust through transparency and competence.”New ACIP PanelKennedy has reportedly selected seven new members for the ACIP, which advises on vaccine use after FDA approval and whose recommendations shape insurance coverage, Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/kennedy-picks-seven-new-members-us-cdc-vaccine-panel-document-shows-2025-09-04/">reported</a>, citing an internal CDC document.Among the names listed is Raymond Pollak, a semi-retired transplant surgeon with a background in immunology, who confirmed he is under consideration. Others include Joseph Fraiman, an emergency medicine specialist; John Gaitanis, a pediatric neurologist; Catherine Stein, an epidemiology professor; Hillary Blackburn, a pharmacist; Evelyn Griffin, an obstetrician-gynecologist; and Kirk Milhoan, a pediatric cardiologist.The group is expected to convene on Sept. 18, with votes scheduled on vaccines for hepatitis B, measles-mumps-rubella-varicella, and respiratory syncytial virus, according to the Federal Register.&nbsp;Normally, the CDC director has final approval of ACIP recommendations, but Monarez’s removal leaves that process uncertain.On Stocktwits, retail sentiment for the Health Care Select Sector SPDR Fund (XLV) was described as ‘extremely bearish’ with ‘low’ message volume, while sentiment for the iShares Global Healthcare ETF (IXJ) was ‘neutral’ with ‘normal’ message volume.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/XLV">XLV</a> is up 0.4% while&nbsp;<a href="https://stocktwits.com/symbol/IXJ">IXJ</a> has gained 2.8%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Health and Human Services Secretary Robert F. Kennedy Jr. speaks during a cabinet meeting with U.S. President Donald Trump on August 26, 2025 in Washington, DC. (Photo by Chip Somodevilla/Getty Images)

CDC In Crisis: Kennedy Pressured To Quit As States Revolt Over Vaccine Board Shake-Up

Medical groups and more than 1,000 health officials have urged Robert F. Kennedy Jr. to resign, warning his vaccine policies are putting public health at risk. 

A White House decision on the results of its national security probe into pharmaceutical imports and planned sector-specific U.S. tariffs is reportedly weeks away, later than initially expected, as the White House focuses on other priorities.Commerce Secretary Howard Lutnick said in April&nbsp;that the review, launched under Section 232 of the Trade Expansion Act of 1962, would conclude between mid-May and mid-June, Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/us-pharma-tariffs-likely-weeks-away-trump-plans-alaska-sources-say-2025-08-13/">reported</a>, citing four sources familiar with the matter.The investigation covers imports ranging from finished prescription drugs to active pharmaceutical ingredients (APIs) and other raw materials, and will form the basis for tariffs that President Donald Trump has said&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-plans-gradual-tariff-hike-on-imported-pharma-to-250-over-18-months-to-boost-us-production/chr1KgrRd2x">could start small and rise to 250</a>%.The delay follows repeated extensions, with Lutnick most recently projecting a completion in mid-August.&nbsp;An announcement before the end of August is reportedly unlikely, with the administration expected to release findings from a separate semiconductor probe first. The U.S.-Russia summit in Alaska on Friday is likely another reason for no immediate action.The pharmaceutical sector has so far been exempt from sweeping Trump-era tariffs but could face new duties unless covered by bilateral trade deals the U.S. has reached with the UK, Japan, South Korea and the European Union, which promise more favorable terms.Trump has said the plan would phase in tariffs to give drugmakers time to shift their manufacturing to the U.S.&nbsp;However, drugmakers have warned that such duties could raise costs and undercut efforts to lower drug prices.On Stocktwits, retail sentiment for the Health Care Select Sector SPDR Fund (XLV) was 'neutral' amid 'low' message volume, while sentiment for the iShares Global Healthcare ETF (IXJ) was 'bearish' with 'extremely low' activity.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/XLV">XLV</a>&nbsp;has fallen 2.3%, while&nbsp;<a href="https://stocktwits.com/symbol/IXJ">IXJ</a>&nbsp;has edged up&nbsp;0.2%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump awaits the arrival of Armenian Prime Minister Nikol Pashinyan at the White House. (Photo by Andrew Harnik/Getty Images)

Trump’s Big Pharma Tariff Call Delayed Again As White House Juggles Trade Battles And Diplomatic Showdowns: Report

The administration is expected to release findings from a separate semiconductor investigation first, with other high-profile events also contributing to the delay.

U.S. President Donald Trump on Tuesday said the U.S. would begin imposing a “small tariff” on pharmaceutical imports, with plans to raise it to 150% within 18 months and ultimately to 250%, in an&nbsp;effort to&nbsp;encourage drugmakers to manufacture domestically.&nbsp;While he did not specify the initial rate, he said the increases would&nbsp;be implemented over time. “In one year, one and a half years maximum, it's going to go to 150% and then it's going to go to 250%,” Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/us-initially-impose-small-tariff-pharma-imports-trump-says-2025-08-05/">reported</a>, citing a CNBC interview.The comments follow&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-threatens-200-tariffs-on-drug-imports-says-big-pharma-will-get-some-time-to-get-their-act-together/chFUKjPR5h7">earlier threats from Trump in July</a>, when he told a Cabinet meeting that tariffs on imported pharmaceuticals could rise as high as 200%, though implementation would be delayed by up to 18 months to allow companies time to relocate manufacturing to the U.S.&nbsp;At the time, Commerce Secretary Howard Lutnick stated that final tariff details would be released&nbsp;after the completion of ongoing national security reviews on pharmaceuticals and semiconductors.On Tuesday, Trump also said tariffs on semiconductors and chips will be announced in the “next week or so,” without providing further details. Both sectors remain under investigation as part of a Section 232 national security probe launched in April.Several major pharmaceutical companies have already responded to the tariff push with investment pledges&nbsp;in the U.S. AstraZeneca recently committed $50 billion to expand its American footprint, while Eli Lilly, Johnson &amp; Johnson, and AbbVie have also ramped up domestic operations.Industry groups, however, have pushed back. In July, PhRMA, the sector’s main lobbying group, reiterated its opposition to the tariff plan.&nbsp;“Every dollar spent on tariffs is a dollar that cannot be invested in American manufacturing or the development of future treatments and cures,” said Alex Schriver, PhRMA’s senior vice president of public affairs. He called the policy “counterproductive,” citing long-standing exemptions for medicines due to risks of shortages and cost inflation.Under a current framework agreement between the U.S. and&nbsp;the EU, tariffs on pharmaceuticals and semiconductors are set at zero; however, any hikes following an import investigation would be capped at 15%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/XLV">Health Care Select Sector SPDR Fund (XLV)</a> was 'bullish' with 'high' message volume, while sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/IXJ">iShares Global Healthcare ETF (IXJ)</a> was 'neutral' amid 'low' message volume.While XLV has declined 3.7% so far this year, IXJ fell 1.9% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump is visiting his Trump Turnberry golf course, as well as Trump International Golf Links in Aberdeenshire. (Photo by Christopher Furlong/Getty Images)

Trump Plans Gradual Tariff Hike On Imported Pharma To 250% Over 18 Months To Boost US Production

Several drugmakers, including AstraZeneca and Eli Lilly, have already pledged major investments in U.S. manufacturing.

Shares of Moderna (MRNA), Pfizer (PFE), and Sanofi (SNY) drew increased attention on Tuesday as traders reacted to the U.S. government’s move to halt future mRNA vaccine development under the Biomedical Advanced Research and Development Authority (BARDA).&nbsp;Meanwhile, retail sentiment soured on AstraZeneca (AZN) after its vaccine partnership was identified as part of the federal wind-down.The U.S. Department of Health and Human Services (HHS) said that it will terminate or restructure 22 mRNA vaccine-related projects under BARDA, affecting nearly $500 million in funding.&nbsp;The decision follows a review of pandemic-era investments in mRNA technologies and represents a pivot in vaccine development strategy.“We reviewed the science, listened to the experts, and acted,” said HHS Secretary Robert F. Kennedy, Jr.HHS stated that its decision to terminate 22 mRNA vaccine development projects under BARDA was&nbsp;based on scientific data indicating the limited effectiveness of such vaccines in preventing upper respiratory infections, such as COVID-19 and influenza.&nbsp;The agency plans to redirect funding toward alternative vaccine platforms that offer broader protection and remain effective against evolving viruses.The canceled programs include BARDA’s award to Moderna and the University of Texas Medical Branch for an mRNA-based H5N1 avian flu vaccine.&nbsp;Contracts with Emory University and Tiba Biotech are also being terminated.&nbsp;Existing agreements with Luminary Labs, ModeX, and Seqirus, Sanofi’s vaccine subsidiary, are being revised to exclude mRNA components.Several pre-award solicitations have been rejected or canceled, including proposals from Pfizer, Sanofi Pasteur, CSL Seqirus, Gritstone, and others under BARDA’s Rapid Response Partnership Vehicle and VITAL Hub.&nbsp;HHS is also restructuring collaborations with the Department of Defense’s Joint Program Executive Office (JPEO), impacting nucleic acid-based vaccine efforts by AAHI, AstraZeneca, and HDT Bio.While some late-stage contracts, such as those with Arcturus and Amplitude, will be allowed to conclude, HHS said that no new mRNA projects will be initiated under BARDA.&nbsp;Additionally, the department has directed the Global Health Investment Corporation, which manages BARDA Ventures, to stop all equity investments in mRNA technologies.&nbsp;Other uses of mRNA technology within HHS are not impacted by the announcement.“Let me be absolutely clear: HHS supports safe, effective vaccines for every American who wants them. That’s why we’re moving beyond the limitations of mRNA and investing in better solutions,” said Kennedy.On Stocktwits, retail sentiment was&nbsp;<a href="https://stocktwits.com/symbol/MRNA">‘bullish’ for MRNA</a> and&nbsp;<a href="https://stocktwits.com/symbol/SNY">SNY</a>, while&nbsp;<a href="https://stocktwits.com/symbol/PFE">PFE saw ‘extremely bullish’ sentiment</a> with ‘extremely high’ message volume. In contrast,&nbsp;<a href="https://stocktwits.com/symbol/AZN">sentiment turned ‘bearish’ for AZN</a>, with message volume remaining ‘normal’.So far this year, MRNA is down 34.6%, PFE is down 7%, SNY is down 0.7%, while AZN is up 13.1%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

So far this year, MRNA is down 34.6%, PFE is down 7%, SNY is down 0.7%, while AZN is up 13.1%. (Photo credit: Getty Images)

Moderna, Pfizer, Sanofi In Focus As US Winds Down mRNA Vaccine Plans; Retail Turns Bearish On AstraZeneca 

The U.S. health department is canceling or scaling back 22 BARDA-backed mRNA projects worth nearly $500 million, shifting funding toward broader vaccine platforms.

Retail buzz around&nbsp;major pharmaceutical stocks jumped Thursday, with sentiment turning bullish across most major drugmakers, after President Donald Trump called on the industry to cut U.S. prescription prices to match the lowest rates seen in other developed countries.Letters were sent to 17 firms, including AbbVie, Pfizer, Merck, Eli Lilly, and AstraZeneca, calling for a “most-favored-nation” (MFN) pricing model to stop charging Americans more than patients abroad.Trump also addressed Amgen, Boehringer Ingelheim, Bristol Myers Squibb, EMD Serono, Roche unit Genentech, Gilead, GSK, Johnson &amp; Johnson, Novartis, Novo Nordisk, Regeneron, and Sanofi.The letters called on pharmaceutical manufacturers to extend most-favored-nation (MFN) pricing to all Medicaid patients, ensuring that the U.S. government pays no more than the lowest price charged in any other developed country.&nbsp;Companies were also instructed to commit that they would not offer better prices for new drugs to other nations than those made available in the United States.In addition, the administration proposed allowing drugmakers to bypass intermediaries and sell medicines directly to patients, as long as the price does not exceed the best rate offered abroad.&nbsp;The letters also outlined the use of trade policy to support companies in raising prices overseas, on the condition that the additional revenue&nbsp;be reinvested&nbsp;in reducing drug costs for American patients and taxpayers.Additionally, the letters said that if the pharmaceutical companies “refuse to step up,” the federal government “will deploy every tool in our arsenal to protect American families from continued abusive drug pricing practices.”White House press secretary Karoline Leavitt clarified in a press conference that the letters call on drugmakers to take action within the next 60 days with the intent of lowering drug prices.This latest move follows Trump’s May 2025 executive order titled “Delivering Most-Favored-Nation Prescription Drug Pricing to American Patients.” The order kicked off negotiations with the industry, but the administration says the proposals it received didn’t go far enough. With these letters, Trump is pushing for immediate action.The White House has long argued that Americans pay far more for brand-name drugs than people in other developed nations—over three times more on average—even after factoring in manufacturer discounts.&nbsp;Trump has repeatedly said that U.S. consumers are bearing the financial burden of both global drug development and lower prices abroad.“In case after case, our citizens pay massively higher prices than other nations pay for the same exact pill, from the same factory,” Trump said, adding that Americans are “subsidizing socialism abroad” while paying the highest prices at home.On Stocktwits, retail sentiment was ‘extremely bullish’ with ‘extremely high’ message volume for&nbsp;<a href="https://stocktwits.com/symbol/ABBV">AbbVie (ABBV)</a>,&nbsp;<a href="https://stocktwits.com/symbol/BMY">Bristol Myers Squibb (BMY)</a>,&nbsp;<a href="https://stocktwits.com/symbol/NVO">Novo Nordisk (NVO)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/LLY">Eli Lilly (LLY)</a>.&nbsp;<a href="https://stocktwits.com/symbol/SNY">Sanofi (SNY)</a> also drew ‘extremely bullish’ sentiment on ‘high’ volume.&nbsp;<a href="https://stocktwits.com/symbol/GILD">Gilead Sciences (GILD)</a>,&nbsp;<a href="https://stocktwits.com/symbol/PFE">Pfizer (PFE)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/MRK">Merck (MRK)</a> saw ‘bullish’ sentiment with ‘high’ message activity, while&nbsp;<a href="https://stocktwits.com/symbol/AZN">AstraZeneca (AZN)</a> registered ‘neutral’ sentiment despite ‘high’ engagement.So far this year, GILD is up 22.2%, AZN has gained 10.9%, and ABBV is up 5.3%.&nbsp;On the downside, BMY has dropped 23.7%, MRK is down 21.2%, PFE has fallen 12.5%, SNY is down 5.3%, LLY has slipped 4.9%, and NVO has declined 46.2%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's note: A previous version of the story incorrectly stated that Trump sent letters to 18 firms. He wrote to 17 pharma companies.&nbsp;

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 Turns Up Heat On Big Pharma CEOs To Slash Drug Prices Within 60 Days — But Retail Traders Don't Flinch

The letters laid out specific demands, including matching the lowest global prices for Medicaid patients and ending preferential pricing abroad, while warning that failure to comply would trigger federal action.

U.S. President Donald Trump reportedly ordered the removal of Vinay Prasad as director of the FDA’s Center for Biologics Evaluation and Research (CBER), overriding opposition from Health Secretary Robert F. Kennedy Jr. and FDA Commissioner Marty Makary.One of the four sources who spoke to&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2025/07/30/white-house-drove-prasad-firing-despite-rfk-jr-makary-concerns-00485972">Politico</a> expressed concern over the move, saying, “I worry now RFK will get hardcore anti-vaxxers in there.”Prasad had held the role for about three months and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fda-official-who-halted-sarepta-s-gene-therapy-resigns-amid-backlash-over-access-to-duchenne-treatment/choQYmjR5yz">faced criticism</a> after he and Makary requested that Sarepta Therapeutics pause shipments of Elevidys, the FDA-approved gene therapy for Duchenne muscular dystrophy, following three reported patient deaths, including two of which were linked to liver failure.&nbsp;The request drew backlash from some patient advocacy groups and conservative figures.Sen. Ron Johnson&nbsp;(R-WI) reportedly raised concerns with Kennedy about the FDA’s handling of Elevidys, which led to a call with Makary. Johnson said he also texted Trump directly on Monday morning: “The Duchenne muscular dystrophy community is very concerned about some recent actions the FDA took, I just thought he ought to be aware of it.”Following Prasad’s removal, Makary named George Tidmarsh as acting CBER director.&nbsp;The Trump administration is reportedly considering splitting CBER into two separate bodies: one focused on vaccines, and another on therapeutics.Mary Holland, president and CEO of Children’s Health Defense, said in a statement that a qualified public health expert should fill the role. She said that the new candidate must have “a strong commitment to transparency, honest science, and protecting public health over commercial profits.”&nbsp;Sen. Rand Paul (R-Ky), an ally of Makary, expressed disappointment with the decision. “I’ve been a longtime fan of Vinay Prasad,” he said. “Followed him and a lot of his comments on evidence-based science, so I’m disappointed.”Makary had described Prasad as a “genius” who made “tremendous” policy contributions during his short time at the FDA, according to a CNBC interview aired Wednesday.He cited Prasad’s “brutal” commute from California and his desire not to be a “distraction” as reasons for stepping down. “We’re going to continue to talk to him,” Makary said, noting that the agency is seeing “a lot of interest from talented people” for the permanent role.On Stocktwits, retail sentiment was ‘bearish’ for the&nbsp;<a href="https://stocktwits.com/symbol/XLV">Health Care Select Sector SPDR Fund (XLV)</a> and ‘bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/IXJ">iShares Global Healthcare ETF (IXJ)</a>, with ‘high’ message volume for both.So far this year, XLV is down 2.5%, while IXJ has slipped 0.6%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump walks across the South Lawn of the White House after returning on Marine One. (Photo by Anna Moneymaker/Getty Images)

Trump Overrode RFK Jr. And Makary To Remove FDA Biologics Chief Amid Sarepta Drug Controversy: Report

The Trump administration is reportedly considering a major restructuring of the FDA’s biologics division, potentially splitting it into separate offices for vaccines and therapeutics.

U.S. Health Secretary Robert F. Kennedy Jr. is reportedly preparing to overhaul the U.S. Preventive Services Task Force (USPSTF), the panel that recommends which preventive services,&nbsp;such as cancer screenings and HIV prevention, must be covered by insurers under the Affordable Care Act, STAT News reported on Tuesday, citing a source familiar with the matter.Federal health officials are already vetting new members, according to the report.&nbsp;David Mansdoerfer, a former Trump HHS official and adviser to a group aligned with Kennedy, told&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/healthcare-pharmaceuticals/kennedy-could-soon-reconstruct-us-preventive-care-panel-stat-news-reports-2025-07-29/">Reuters</a> that he knows a few candidates under consideration, all of whom are clinical health professionals.&nbsp;He suggested the restructured panel could include a broader mix of providers beyond physicians, which he described as a shift from the current “MD-heavy” makeup.The Wall Street Journal&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/health/healthcare/rfk-health-screening-panel-members-c308cbb0">reported</a> Friday that Kennedy plans to remove all 16 current panel members.&nbsp;An HHS spokesperson confirmed that no final decision has been made, but stated that the agency is reviewing how the task force can better support its mission to “Make America Healthy Again.”In June, Kennedy Jr. ousted all 17 members of the CDC’s vaccine advisory panel and replaced them with his own appointees, including some of whom have raised questions about vaccines.&nbsp;Now, a similar shakeup could be&nbsp;on the horizon for another key health panel.The U.S. Preventive Services Task Force is intended to be an independent body. Members are still appointed by the health secretary and rely on the federal government for staff and other support.&nbsp;The task force has major sway over what preventive services, like screenings and early treatment options, plans must cover. The Supreme Court last month sided with the panel in a decision affirming its authority.Discussions about replacing the current members&nbsp;have already&nbsp;sparked concern across the medical world.&nbsp;Earlier this month, more than 100 health groups, including the American Medical Association and the American Academy of Pediatrics, urged Congress to step in and protect the task force. Some conservative critics, however, have accused the group of leaning too far left.On Stocktwits, retail sentiment was ‘neutral’ for the&nbsp;<a href="https://stocktwits.com/symbol/XLV">Health Care Select Sector SPDR Fund (XLV)</a> and ‘bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/IXJ">iShares Global Healthcare ETF (IXJ)</a>, with both seeing ‘high’ message volume.So far this year, XLV is down 2.3% and IXJ has declined 0.3%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. Health and Human Services (HHS) Secretary Robert F. Kennedy Jr. speaks during a roundtable discussion on soil health in the Mike Mansfield Room at the U.S. Capitol. (Photo by Michael M. Santiago/Getty Images)

RFK Jr. Said To Be Planning Another Health Panel Shakeup  — This Time Targeting Preventive Care

Federal health officials are reportedly already vetting new members for the task force, with discussions suggesting a shift away from its current physician-heavy makeup.

Should You Invest in the Vanguard Health Care ETF (VHT)?

BofA clients sold U.S. stocks for first time in 5 weeks; Tech led outflows

Investing.com -- Clients of Bank of America Securities turned net sellers of U.S. equities last week, marking the first weekly outflow in five weeks as the S&P 500 dropped 2.6%.

BlackRock Institutional Trust Company N.A. - iShares Global Healthcare ETF

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