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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

NBIS is trending following a multi-billion dollar agreement with Microsoft to provide AI infrastructure, fueling excitement around the company's growth potential in the AI cloud sector. The community is buzzing about the size and impact of the deal, with some suggesting it could lead to significant revenue growth and new all-time highs. Some analysts see the stock as undervalued given the broader context of increased AI infrastructure spending.

Eightco Holdings, Inc. is a publicly traded holding company, which operates in the consumer products and e-commerce markets, focusing on developing and deploying innovative technology, and capital solutions to empower small to medium-sized businesses. It operates through the North America and Europe geographical segments. The company was founded in 1966 and is headquartered in Easton, PA.

Eightco Holdings Inc

Eightco Holdings Inc ($OCTO) experienced extreme volatility, surging thousands of percentage points following news of a significant crypto treasury investment, leading to a frenzy among day traders and short sellers. The community is actively debating whether the massive gains are sustainable, with many pointing to potential dilution and insider selling, while others anticipate a continued squeeze. Speculation is high as traders look for the next stock to replicate $OCTO's meteoric rise, leading to increased attention on other low-float and crypto-related stocks.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending due to a live demonstration of its solid-state batteries powering a Ducati motorcycle, showcasing faster charging and higher energy density which has sparked optimism about the technology's potential and real-world application. The community is discussing the implications of this milestone, including potential partnerships with major automakers and the possibility of a short squeeze. However, some are cautious, pointing to the long timeline for commercial production and past disappointments.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital ($GLXY) is trending amid a boost from positive data center news related to $NBIS. Community members believe $GLXY is undervalued, given its significant data center infrastructure, with some speculating a new all-time high is coming. Others are closely watching for Q3 results and any updates regarding ERCOT approval.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending due to a proposed $300M private offering of convertible senior notes, announced after a positive earnings call, leading to concerns about dilution and prompting community discussion around the timing and necessity of the offering. While some investors see it as a strategic move for long-term growth and warrant management, others view it as a deceptive practice that takes advantage of retail investors after a strong earnings report. The community is actively debating the implications of the offering, including conversion prices, capped call strikes, and potential impact on share value and future growth prospects.

Dogecoin is a cryptocurrency based on the popular "Doge" Internet meme and features a Shiba Inu on its logo. Dogecoin is a Litecoin fork. Introduced as a "joke currency" on 6 December 2013, Dogecoin quickly developed its own online community and reached a capitalization of US$60 million in January 2014. Compared with other cryptocurrencies, Dogecoin had a fast initial coin production schedule: 100 billion coins were in circulation by mid-2015, with an additional 5.256 billion coins every year thereafter. As of 30 June 2015, the 100 billionth Dogecoin had been mined.   Dogecoin was created by Billy Markus from Portland, Oregon and  Jackson Palmer from Sydney, Australia. Both wanted to create a fun cryptocurrency that will appeal beyond the core Bitcoin audience. Dogecoin is primarily used as a tipping system on Reddit and Twitter where users tip each other for creating or sharing good content. The community is very active in organising fundraising activities for deserving causes.  The developers of Dogecoin haven’t made any major changes to the coin since 2015. This means that Dogecoin could get left behind and is why Shibas are leaving Dogecoin to join more advanced platforms like Ethereum. One of Dogecoin strengths is its relaxed and fun-loving community. However, this is also a weakness because other currencies are way more professional.  To purchase Dogecoin, it involves downloading a crypto wallet, setting up a crypto exchange account and then trading away for your desired crypto currency. Once we have set up an account with a DOGE currency exchange and deposited some funds, you are ready to start trading.

Dogecoin

Dogecoin is trending amid community excitement, with some eyeing the .24 resistance level and speculating on potential ETF approvals. A recent acquisition of 285M DOGE by CleanCore to initiate its Dogecoin treasury strategy has also fueled bullish sentiment. Despite its meme coin origins, discussions around institutional adoption and potential for significant price movement are driving the conversation.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending as the community rallies around upcoming burns, staking app launch, and new contests, fueling excitement. Chatter revolves around the strong community, often referred to as "chads", and the project's commitment to a long-term vision. The focus remains on community growth, with members highlighting the coin's organic rise and commitment to future utilities.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending due to news of Nebius entering a multi-billion dollar commercial agreement for AI infrastructure, sparking community excitement about the potential impact on both companies. Traders are also monitoring Microsoft's position in the AI landscape, especially compared to Nvidia, as Polymarket data indicates a strong belief in Nvidia's dominance by the end of the month. Community members are actively discussing the implications of this AI infrastructure deal.

Sentage Holdings, Inc. engages in the financial services, which offers a comprehensive range of financial services across consumer loan repayment and collection management, loan recommendation, and prepaid payment network services in China. The company was founded on September 16, 2019 and is headquartered in Shanghai, China.

Sentage Holdings Inc - Ordinary Shares - Class A

Sentage Holdings Inc

Sentage Holdings Inc is trending due to speculative interest, drawing comparisons to recent high-flying low floaters like $OCTO and $MGIH. Community chatter suggests anticipation for a potential short squeeze and after-hours momentum. Some traders are also noting the stock's low float and potential for significant price movement, while others caution about its fundamentals.

Casey's General Stores, Inc. engages in the provision of management and operation of convenience stores and gasoline stations. It provides self-service gasoline, a wide selection of grocery items, and an array of freshly prepared food items. The firm offers food, beverages, tobacco products, health and beauty aids, automotive products, and other non-food items. The company was founded by Donald F. Lamberti in 1968 and is headquartered in Ankeny, IA.

Casey`s General Stores, Inc.

Casey's General Stores, Inc.

CASY is trending as investors discuss the potential impact of upcoming earnings on the stock's trajectory, with community members debating whether it will be a bull trap or a sustained rally. The stock's valuation and recent performance are key points of contention, as some question whether it is overvalued, while others highlight its growth potential and dividend increases. Community members are also sharing information regarding recent news, analyst ratings, and historical performance.

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Boyd Gaming and Shoe Carnival have been highlighted as Zacks Bull and Bear of the Day

Boyd Gaming surges on strong earnings and growth plans, while Shoe Carnival struggles with sliding sales and weaker momentum.

FDA Approves Updated COVID-19 Vaccines but With Restrictions

FDA clears updated COVID-19 vaccines from Pfizer, Moderna and Novavax but limits access to older adults and high-risk groups.

IQVIA and Flagship Pioneering Announce Strategic Collaboration to Accelerate the Development of Breakthrough Life Sciences Companies

IQVIA and Flagship Pioneering Announce Strategic Collaboration to Accelerate the Development of Breakthrough Life Sciences Companies IQVIA and Flagship Pioneering Announce Strategic Collaboration to...

Pfizer Inc. (PFE) and BioNTech SE (BNTX) said on Wednesday that the U.S. Food and Drug Administration has approved the application of its LP.8.1-adapted monovalent COVID-19 vaccine for use in senior adults as well as in younger individuals who are at risk of severe outcomes from the infection.The agency approved the vaccine for use in adults aged 65 years and older, as well as in individuals aged 5 through 64 years with at least one underlying condition that puts them at high risk for severe outcomes from COVID-19.The companies <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.pfizer.com/news/press-release/press-release-detail/pfizer-and-biontechs-comirnatyr-receives-us-fda-approval">said</a> that the approval is based on a body of evidence supporting the safety and efficacy of the vaccine, including clinical trial data supporting approval for children 5 through 11 years of age.On Stocktwits, retail sentiment around PFE trended within ‘neutral’ territory over the past 24 hours while message volume stayed at ‘low’ levels.<figure class="image"><img style="aspect-ratio:622/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_27_at_2_09_36_PM_png_c697ca4665.webp" alt="PFE's Sentiment Meter and Message Volume as of 2:10 p.m. ET on Aug. 27, 2025 | Source: Stocktwits" width="622" height="60"><figcaption>PFE's Sentiment Meter and Message Volume as of 2:10 p.m. ET on Aug. 27, 2025 | Source: Stocktwits</figcaption></figure>Meanwhile, sentiment around BNTX stayed within ‘bullish’ territory, accompanied by ‘high’ levels of retail chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2025_08_27_at_2_10_26_PM_png_722e599af9.webp" alt="Screenshot 2025-08-27 at 2.10.26 PM.png"><figcaption>BNTX's Sentiment Meter and Message Volume as of 2:10 p.m. ET on Aug. 27, 2025 | Source: Stocktwits</figcaption></figure>The 2025-2026 COVID-19 vaccine formulation targets the SARS-CoV-2 sublineage LP.8.1, in line with FDA guidance, the companies said. The companies added that the vaccine will begin shipping immediately and be available in pharmacies, hospitals, and clinics across the U.S. in the coming days.Earlier in the day, U.S. Health Secretary Robert F. Kennedy Jr. <a href="https://stocktwits.com/news-articles/markets/equity/robert-kennedy-jr-announces-end-of-fda-covid-mandates/chsUJ4VRdla">stated</a> in a post on X that the FDA has now granted full marketing authorization for certain COVID-19 vaccines targeting higher-risk groups. Moderna’s (MRNA) shot has been authorized for individuals six months and older, Pfizer's (PFE) for ages five and up, and Novavax's (NVAX) for ages 12 and above, all of whom are at higher risk, he said.“The American people demanded science, safety, and common sense,” Kennedy said.Moderna <a target="_blank" rel="noopener noreferrer nofollow" href="https://feeds.issuerdirect.com/news-release.html?newsid=6729249760870595&amp;symbol=MRNA">confirmed</a> the news and said that the FDA has approved its 2025-2026 formulas for Spikevax and mNEXSPIKE, targeting the LP.8.1 variant of SARS-CoV-2 to help prevent COVID-19. The updated vaccines are expected to be available in the coming days, it said.While Spikevax is now approved in adults over 65 and in people aged 6 months through 64 years at high risk, mNEXSPIKE is approved for individuals 12 through 64 years of age at high risk and all adults over 65, the company said.While PFE stock is down by 6% this year, BNTX stock is down by 9%.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/uk-regulator-approves-biogen-drug-for-treating-postnatal-depression/chsUel3Rdl9">UK Regulator Approves Biogen’s Drug For Treating Postnatal Depression</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Optimism has also been recently driven by Pfizer’s solid quarterly performance.

Pfizer, BioNTech Get FDA Clearance For Updated Covid Vaccine In Senior Adults And Younger At-Risk Population

The agency approved the vaccine for use in adults aged 65 years and older, as well as in individuals aged 5 through 64 years with at least one underlying condition that puts them at high risk for severe outcomes from COVID-19.

Equity

The agency approved the vaccine for use in adults aged 65 years and older, as well as in individuals aged 5 through 64 years with at least one underlying condition that puts them at high risk for severe outcomes from COVID-19.


U.S. Health Secretary Robert F. Kennedy Jr. stated on Wednesday that the Food and Drug Administration (FDA) has now granted full marketing authorization for certain&nbsp;Covid&nbsp;vaccines targeting higher-risk groups.&nbsp;The health secretary said that the decision marks a transition away from pandemic-era emergency powers. “The American people demanded science, safety, and common sense. This framework delivers all three,” the secretary said, adding thanks to FDA official Dr. Marty Makary for his role in the process.Moderna’s (MRNA) shot has been authorized for individuals six months and older, Pfizer's (PFE) for ages five and up, and Novavax's (NVAX) for ages 12 and above. In a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SecKennedy/status/1960742897201872969">post</a> on X, Kennedy stated that these will be available to patients who choose vaccination, in consultation with their doctors.&nbsp;<figure class="image"><img style="aspect-ratio:1080/1907;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_27_22_13_10_04_0b2fce7a16bf2b728d6ffa28c8d60efb_1_jpg_d5715c25ca.webp" alt="Screenshot_2025-08-27-22-13-10-04_0b2fce7a16bf2b728d6ffa28c8d60efb (1).jpg" width="1080" height="1907"><figcaption>Source: @SecKennedy/X</figcaption></figure>The news comes on the heels of a Daily Beast&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.thedailybeast.com/donald-trump-and-robert-f-kennedy-junior-to-ban-covid-19-vaccine-within-months/">report</a> which stated that "a decision to remove the (COVID-19) vaccine from the U.S. market pending further research will come ‘within months,’" citing British cardiologist Dr. Aseem Malhotra.&nbsp;<a href="http://stocktwits.com/symbol/MRNA">Modern’s stock</a> edged 0.5% higher in afternoon trade with retail sentiment around the company moving higher within ‘extremely bullish’ territory over the past day.&nbsp;<a href="http://stocktwits.com/symbol/PFE">Pfizer’s stock</a> moved 0.4% higher, but retail sentiment continued to trend in the ‘neutral’ zone.&nbsp;<a href="http://stocktwits.com/symbol/NVAX">Novavax’s stock</a> was among the top trending stocks on the platform, but its price fell 0.5% and retail sentiment dipped to ‘neutral’ from the ‘bullish’ zone. The stock has fallen by more than 8% over the past week following the company's&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novavax-stock-suffers-sharpest-drop-in-months-after-225-m-debt-deal-retail-still-leans-bullish/chsmrNiRd0d">announcement</a> of its new debt refinancing plan.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/warner-bros-names-brad-singer-cfo-ahead-of-planned-spinoff/chsUE1pRdlI">Warner Bros. Names Brad Singer CFO Ahead Of Planned Spinoff</a>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)

Robert Kennedy Jr. Announces End Of FDA Covid Mandates – Clears Moderna, Pfizer, Novavax For High-Risk Groups

Moderna’s Covid vaccine has been authorized for individuals six months and older, Pfizer's for ages five and up, and Novavax's for ages 12 and above. 

Moderna announced on Friday that its updated COVID-19 mRNA vaccine, Spikevax, has received authorization in Canada for those aged six months and older.The company said that it is on track to deliver the updated vaccine in the Canadian market in time for the 2025-2026 vaccination season this fall. The firm <a target="_blank" rel="noopener noreferrer nofollow" href="https://feeds.issuerdirect.com/news-release.html?newsid=5951824473215334&amp;symbol=MRNA">added</a> that the pre-filled syringe doses of the vaccine for the market will be made domestically. While the drug substance will be produced at the company’s facility in Laval, Quebec, fill-finish operations will be completed by Novocol Pharma in Cambridge, Ontario.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MRNA">Moderna</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels. Shares of the company traded 5% higher on Friday morning at the time of writing.Health Canada authorized the vaccine based on clinical, non-clinical, and real-world data supporting the vaccine’s safety and efficacy, Moderna said. The updated vaccine targets the SARS-CoV-2 LP.8.1 variant.While those Canadians covered by public programs will receive the vaccine free of charge, the company is also working with private insurers and payers to streamline access and reimbursement within the private sector, it said. The updated COVID-19 vaccine has already been approved by regulators in Europe, Japan, Switzerland, and other countries. Applications are also under review in other markets.In the second quarter, Moderna reported $114 million in Spikevax sales, including $88 million of U.S. sales and $26 million of international sales. Spikevax sales accounted for 80% of the company’s total revenue in the three months through the end of June.MRNA stock is down by 34% this year and by about 66% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/ulta-beauty-gets-upgraded-to-overweight-by-barclays/chsZPwFRd0U">Ulta Beauty Gets Upgraded To ‘Overweight’ By Barclays, But Retail Sentiment Cools Ahead Of Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Moderna headquarters, exterior view, Cambridge, Massachusetts, USA. (Photo by: Plexi Images/GHI/UCG/Universal Images Group via Getty Images)

Moderna Gets Clearance To Deliver Updated Spikevax COVID-19 Vaccine In Canada

The company said that it is on track to deliver the updated vaccine in the Canadian market in time for the 2025-2026 vaccination season.

Can Keytruda Sustain Merck's Growth Through the Rest of 2025?

MRK banks on Keytruda's soaring sales and new oncology strategies to fuel 2025 growth, even as competition and patent loss loom.

The U.S. Food and Drug Administration (FDA) is reportedly considering revoking the authorization granted to Pfizer Inc. (PFE) to sell its COVID-19 vaccine to children under five.According to a Bloomberg <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-12/fda-weighs-pulling-pfizer-s-covid-vaccine-for-kids-under-age-5?sref&amp;">report</a>, the company said that the agency informed it that it might not renew its pandemic-era authorization for younger children. Pfizer, however, has requested that the approval stay in place through the coming fall season, the report added.Pfizer is currently in discussions with the FDA on potential paths forward, the firm said in a statement to Bloomberg. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/PFE">PFE</a> fell from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours, while message volume slipped from ‘extremely high’ to ‘high’ levels. However, retail chatter around Pfizer has soared 467% in the past 30 days.<figure class="image"><img style="aspect-ratio:628/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_12_at_10_06_34_AM_png_8fa863d99a.webp" alt="PFE's Sentiment Meter and Message Volume as of 10:06 a.m. ET on Aug. 12, 2025 | Source: Stocktwits" width="628" height="62"><figcaption>PFE's Sentiment Meter and Message Volume as of 10:06 a.m. ET on Aug. 12, 2025 | Source: Stocktwits</figcaption></figure>If the FDA does not renew authorization for younger children, kids with no health concerns will have no available COVID-19 shots, the report noted. While Moderna’s (MRNA) COVID-19 vaccine is approved in children, it is only approved for children under 12 at increased risk of the disease due to underlying conditions.A Stocktwits user opined that Pfizer stock is undervalued, given all its assets and pipeline.<stembedurl>https://stocktwits.com/myman1956/message/624732762</stembedurl>Another highlighted Pfizer’s data from a late-stage trial earlier in the day, and noted that it might serve as a potential catalyst.<stembedurl>https://stocktwits.com/trading_momentum/message/624749308</stembedurl>Earlier on Tuesday, Pfizer <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.pfizer.com/news/press-release/press-release-detail/padcevtm-plus-keytrudatm-significantly-improves-survival">announced</a> positive results from a late-stage trial evaluating Astellas Pharma’s Padcev in combination with Merck’s cancer drug Keytruda in patients with muscle-invasive bladder cancer (MIBC) who are not eligible for cisplatin-based chemotherapy.The trial demonstrated a clinically meaningful and statistically significant improvement in event-free survival and overall survival with the use of Padcev and Keytruda before and after surgery versus surgery alone. PFE stock is down by 7% this year and by about 13% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-robotaxi-updates-guggenheim-highlights-mixed-signals-from-market/chrxPu3Rd76">Tesla Robotaxi Updates: Guggenheim Highlights ‘Mixed Signals’ From Market, But Retail’s Turned Exuberant For Now</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Pfizer In Spotlight As FDA Reportedly Mulls Withdrawing Authorization For COVID-19 Vaccine For Kids Under 5: Retail Says Stock Is Undervalued 

According to a Bloomberg report, Pfizer has requested that the approval stay in place through the coming fall season. 

Pfizer In Spotlight As FDA Reportedly Mulls Withdrawing Authorization For COVID-19 Vaccine For Kids Under 5

According to a Bloomberg report, Pfizer has requested that the approval stay in place through the coming fall season. 


Merck Stock Down 4% Since Q2 Results: How to Play the Stock

Merck slips following its Q2 results as Gardasil sales slump. However, Keytruda, new launches and a rich pipeline bolster its long-term case.

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.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

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