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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is soaring after Dr. Patrick Soon-Shiong's compelling presentation underscored Anktiva's cancer-curing potential, fueling fervent community discussion about an impending short squeeze and speculation regarding a supportive mention during the State of the Union address.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending following Jim Cramer's positive mention, which has sparked an intense community debate over whether it signals a genuine rebound or a 'Cramer pump,' as investors weigh the company's strong fundamentals against recent dilution and broader fintech sector volatility.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending due to a mixed Q4 earnings report showing a revenue beat but significant losses and ongoing cash burn, compounded by recent workforce reductions and persistent dilution concerns. The community is sharply divided, with many questioning the company's long-term viability and leadership, while others highlight revenue growth and institutional investment as reasons for optimism.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is trending after its latest earnings report, which showed robust revenue growth but also compressed margins due to heavy investments and strong competition from rivals like Amazon in Latin America, fueling a sharp community debate between short-term profitability concerns and long-term market dominance.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending due to its advanced GaN and SiC power platforms, which are considered crucial for next-gen AI data centers and grid infrastructure, leading to optimism about potential 'generational gains' from hyperscaler engagements. However, the community is actively debating the high valuation and the urgent need for definitive, revenue-generating contracts to materialize from these promising evaluations.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending after its latest earnings report, which, despite a beat on Q4 estimates, disappointed investors with weaker-than-expected subscription revenue guidance for the upcoming fiscal year. This fuels community speculation about decelerating growth in the broader enterprise software sector and the potential disruptive influence of AI on established SaaS models.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending after its Q4 earnings surpassed expectations, showcasing robust revenue growth and continued restaurant expansion, signaling strong performance despite a challenging economic environment. This has ignited a debate among investors, with bulls emphasizing its growth trajectory and appeal over competitors, while bears warn of its high valuation and margin pressures.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting its 18th consecutive beat-and-raise earnings, featuring positive GAAP net income and robust revenue guidance, which has the community excited about its AI-driven platform and proprietary dataset. While many celebrate its reported market share gains against competitors, there's shared frustration that broader software sector headwinds are dampening the stock's immediate price action.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HP Inc. is trending as its recent Q1 earnings, which saw a revenue and EPS beat alongside an "AI PC boom," are overshadowed by a cautious Q2 and full-year profit outlook, with the community actively debating significant cost pressures from memory chip shortages and tariffs against the company's attractive valuation and dividend.

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 is a top trending stock as rumors of a potential acquisition, specifically from fintech rival Stripe, fuel widespread speculation among the community about an impending bidding war from other major tech and financial players eyeing the undervalued payments platform.

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<ul class="summary-bullets"><li>The Danish pharmaceutical giant is expanding operations at its Athlone site.</li><li>CEO Mike Doustdar did not disclose how much the company plans to spend.</li><li>&nbsp;Doustdar said more than 240,000 people in the U.S. have already begun taking Wegovy in the form of pills.</li></ul>Novo Nordisk (NVO) is reportedly planning to ramp up its manufacturing footprint in Ireland as it prepares to increase production of its blockbuster Wegovy weight-loss pill for patients outside the U.S.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-12/novo-set-to-make-wegovy-pill-in-ireland-for-markets-outside-us?srnd=homepage-americas">report</a>, Novo’s CEO, Mike Doustdar, said the company will expand its facility in Ireland’s midlands region to support international demand for the oral version of Wegovy.Doustdar did not disclose how much the company plans to spend but emphasized that the expansion signals confidence in the product’s global prospects. The Danish pharmaceutical giant is expanding operations at its site in Athlone, a move that underscores its renewed push in the highly competitive obesity drug market.<a href="https://stocktwits.com/symbol/NVO">Novo Nordisk stock</a> inched 0.6% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory while message volume shifted to ‘normal’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Strong Early Demand</h2>The report cited that Wegovy’s pill form debuted in early January and quickly gained traction. Doustdar said more than 240,000 people in the U.S. have already begun taking the medication, calling it one of the most successful rollouts in the industry.Novo manufactures the U.S. supply domestically, while the Irish site will focus on serving markets beyond the U.S. On Wednesday, Doustdar said the company is planning to offer Wegovy injectables in vial form, similar to what competitor Eli Lilly and Company (LLY) has done.The latest push in Ireland comes as Novo works to regain momentum in the weight-management segment it once led. The company had previously warned about several challenges in 2026, including intense competition, lower selling prices, and the loss of patent protection for the main ingredient in its drugs, Wegovy and Ozempic, in some countries outside the U.S.NVO stock has declined by over 40% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rivian-stock-rises-premarket-ahead-of-q4-earnings-r2-suv-reveal-nears-benchmark-sees-upside/cZRThmWR4AC">Rivian Stock Rises Premarket Ahead Of Q4 Earnings As R2 SUV Reveal Nears — Benchmark Sees Over 20% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Novo Nordisk logo is seen with tablets, capsules, and syringes in this photo illustration in Brussels, Belgium, on August 9, 2025. 

Novo Looks To Ireland To Scale Production Of Wegovy Pill: Report 

According to a Bloomberg report, Novo’s CEO, Mike Doustdar, said the company will expand its facility in Ireland’s midlands region to support international demand for the oral version of Wegovy.

Equity

According to a Bloomberg report, Novo’s CEO, Mike Doustdar, said the company will expand its facility in Ireland’s midlands region to support international demand for the oral version of Wegovy.


<ul class="summary-bullets"><li>GDNF outperformed semaglutide, the active ingredient in Wegovy and Ozempic, across several key measures, Hoth said.</li><li>The 12-week study showed that female mice on a high-fat diet experienced a 10% to 15% reduction in weight gain with GDNF, whereas semaglutide showed no meaningful effect.</li><li>The company said GDNF reduced liver weight by 20% to 30% and prevented fat buildup, highlighting its potential to address fatty liver disease.</li></ul>Hoth Therapeutics (HOTH), on Tuesday, announced preclinical results from a Veterans Administration-backed study evaluating glial cell-derived neurotrophic factor (GDNF) as a potential treatment for obesity and metabolic-associated steatotic liver disease (MASLD).The company stated that in a head-to-head comparison, GDNF outperformed semaglutide, the active ingredient in weight-loss drugs such as Wegovy and Ozempic, across several key measures, including weight control, glucose tolerance, liver weight reduction, and adipose tissue control.<a href="https://stocktwits.com/symbol/HOTH">HOTH shares</a> were up over 5% in pre-market trading but reversed gains after the opening bell, trading 6% lower.<h2 class="st-heading-2">What Did The 12-Week Study Show?</h2>During the 12-week study, female mice on a high-fat diet experienced a 10% to 15% reduction in weight gain with GDNF, eventually entering a stabilization phase, whereas semaglutide showed no meaningful effect. Researchers noted that higher doses or longer durations could amplify GDNF’s effects.GDNF also normalized fasting glucose levels and improved responses to glucose challenges. Additionally, the therapy reduced liver weight by 20% to 30% and prevented fat buildup, highlighting its potential to address fatty liver disease, a common issue with obesity.“These results are a monumental step forward for Hoth and the fight against obesity. GDNF not only matched but exceeded semaglutide in critical areas, opening doors to a new era of safer, more effective therapies,” said Robb Knie, CEO of Hoth Therapeutics.<h2 class="st-heading-2">What’s Next?</h2>Hoth plans additional studies on liver pathology, lipid content, and gene and protein expression to better understand GDNF’s mechanism, with clinical trials targeted for 2027.Weight-loss drugs have become a central focus for the pharmaceutical industry, driving revenue growth for leaders like Eli Lilly and Novo Nordisk as other companies race to enter the booming market.The segment has been under regulatory spotlight in the aftermath of Hims &amp; Hers launching a compounded version of Wegovy last week, which the company has since withdrawn following legal notices from NOVO and the U.S. Food and Drug Administration.&nbsp;&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment turned ‘bullish’ from ‘neutral’ a day earlier, accompanied by ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/HOTH_jpg_40deb046fb.webp" alt="HOTH.jpg">One user called for patience amid the intraday decline.<stembedurl>https://stocktwits.com/Tom678/message/644546402</stembedurl>HOTH shares are down around 21% so far this year.Read also: <a href="https://stocktwits.com/news-articles/equity/markets/why-did-azi-stock-reverse-gains-in-premarket/cZbUIHFR4Yy">AZI Stock Reverses Early Gains To Slump 30% In Pre-Market – What Happened?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

06 February 2025, Baden-Württemberg, Rottweil: A candlestick chart is opened in a trading platform on a smartphone. Photo: Silas Stein/dpa

Hoth Therapeutics' GDNF Treatment Shows Superior Efficacy Over Wegovy, Ozempic In Preclinical Trial

The company announced positive preclinical results from a study evaluating GDNF as a potential treatment for obesity and metabolic-associated steatotic liver disease.

<ul class="summary-bullets"><li>Hims &amp; Hers said the compounded copy uses the same active ingredient as Wegovy but features a different formulation and delivery system.</li><li>The compounded pill will start at the introductory pricing for the first month for qualifying new customers under a five-month plan.</li><li>The pill is engineered to preserve the active ingredient during digestion and improve absorption.</li></ul>Shares of Hims &amp; Hers Health, Inc. (HIMS) rose 10% on Thursday after the company announced the launch of a compounded copy of the Wegovy weight-loss pill at an introductory price of $49 per month.Hims &amp; Hers said the compounded copy uses the same active ingredient as Wegovy but features a different formulation and delivery system from the FDA-approved oral semaglutide. Novo Nordisk originally introduced Wegovy as a once-weekly injection and expanded the franchise earlier this year with the launch of an oral pill version.<h2 class="st-heading-2">$100 Cheaper Than Novo’s Wegovy</h2>Hims &amp; Hers said treatment plans using the compounded pill will start at an introductory $49 for the first month for qualifying new customers under a five-month plan. The remaining months are priced at $99 per month, payable in advance.According to Novo Nordisk’s website, Wegovy pills are priced at $149 per month for a 1.5 mg dose.Hims &amp; Hers stated that its compounded pill is engineered to preserve the active ingredient during digestion and improve absorption, offering an alternative for patients who want to avoid injections.Meanwhile, NVO shares fell nearly 6%.<h2 class="st-heading-2">Novo’s Pricing Challenges</h2>Earlier this week, Novo said it expects adjusted sales for full year 2026 to drop between 5% and 13%, with operating profit potentially falling by 13% due to pricing pressure, intensifying competition, and upcoming patent expiries for key ingredients in Wegovy and Ozempic in select markets outside the U.S.“Our 2026 guidance reflects a year of unprecedented pricing pressure,” CEO Mike Doustdar said in a call with journalists on Wednesday. Doustdar added that Novo would have to accept short-term pain to lift volumes, arguing that lowering prices would pay off in the long-run.The pill variant has already seen significant traction since its launch in January.“I can tell you, as of this week, we have over 170,000 people that are on the Wegovy pill, and most of that is self-pay,” Doustdar said in a call with analysts.Eli Lilly (LLY), the maker of weight-loss drugs Mounjaro and Zepbound, saw its shares fall 6.5%.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/HIMS">HIMS</a> on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, while chatter was ‘extremely high’ on the platform.One user saw the new launch as a “trend changing event.”<stembedurl>https://stocktwits.com/Dr_Stoxx/message/644091407</stembedurl>Another bullish user highlighted HIM’s latest developments.<stembedurl>https://stocktwits.com/tothebulltothewall/message/644092695</stembedurl>Year-to-date, the stock has declined around 20%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-b-stock-is-falling-despite-q4-beat/cZbZB3uR4VV">Barrick’s Q4 Earnings Beat Expectations – So, What Is Dragging The Stock Down In Premarket Today?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Hims & Hers Health in front of a screen showing the company's stock market chart. (Photo illustration by Cheng Xin/Getty Images)

HIMS New $49 Pill Lifts Stock 10%, But Why Are NVO, LLY Stocks Falling?

The company announced the launch of a compounded copy of the Wegovy weight-loss pill at an introductory price of $49 per month.

HIMS Stock Rises On Low-Cost Wegovy Alternative, Raising New Pricing Questions For Novo And Lilly

The company announced the launch of a compounded copy of the Wegovy weight-loss pill at an introductory price of $49 per month.



Healthcare ETFs to Watch as Novo Nordisk Tumbles on Poor Sales Outlook

Novo Nordisk slides 15% on a cautious 2026 sales outlook, but buybacks, leadership moves and Wegovy expansion put its ETFs in focus.

<ul class="summary-bullets"><li>In an interview with CNBC on Wednesday, CEO Doustdar said people should expect the company’s share price to go down before it goes back up.</li><li>NVO shares fell 4.5% in pre-market trading on Wednesday, extending Tuesday’s losses after the drugmaker issued a weak outlook for fiscal 2026.</li><li>Novo attributed the outlook to pricing pressure, and rising competition.</li></ul>Novo Nordisk (NVO) expects the U.S. Food and Drug Administration to decide on a higher-dose version of its Wegovy weight-loss drug in the first quarter of fiscal 2026.“Novo Nordisk submitted the high-dose semaglutide 7.2mg to the FDA in November. It’s under the CNPV pilot program, and we anticipate a decision during the first quarter of 2026,” Novo’s CEO Mike Doustdar said in a call with analysts on Wednesday.Novo Nordisk submitted a supplemental New Drug Application (NDA) to the FDA in November, and under the Commissioner’s National Priority Voucher expedited program, a review decision is usually expected within one to two months after the filing is accepted.<a href="https://stocktwits.com/symbol/NVO">NVO shares</a> were down 4.5% in pre-market trading on Wednesday.<h2 class="st-heading-2">Weak 2026 Outlook Weighs On Shares&nbsp;</h2>The stock extended Tuesday’s losses of over 14% after the drugmaker issued a soft outlook for fiscal 2026, warning that sales and profit growth could decline amid mounting industry pressures. The company expects adjusted sales to fall between 5% and 13%, and operating profit could decline by up to 13%.Novo attributed the outlook to pricing pressure, rising competition, and upcoming patent expiries for the active ingredients in blockbuster drugs Wegovy and Ozempic in certain markets outside the U.S.In an interview with CNBC on Wednesday, Doustdar said people should expect the company’s share price to go down “before it comes back up.”The cautious forecast follows a disappointing 2025 performance. Novo reported net sales of DKK 309.06 billion ($48.9 billion), up 6% year over year but well below analyst estimates of DKK 346.97 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the intraday decline, retail sentiment on Stocktwits turned ‘bullish’ from ‘bearish’ a day earlier, amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/NVO_jpg_0be70277b2.webp" alt="NVO.jpg" width="931" height="105"><figcaption>NVO's Sentiment Meter and Message Volumes at Premarket on Feb. 4, 2026 | Source: Stocktwits</figcaption></figure>One user said that the bearish guidance was a “self-inflicted wound.”<stembedurl>https://stocktwits.com/DJEuphoria/message/643918854</stembedurl>However, another user highlighted Novo’s strong grip in the diabetes and obesity markets.<stembedurl>https://stocktwits.com/Valconomics/message/643892305</stembedurl>NVO shares have plummeted around 40% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/eli-lilly-lly-stock-jumps-fy26-guidance-zepbound-mounjaro/cZbSCjgR4Zl">LLY Stock Surges Pre-Market: Obesity, Diabetes Drugs Drive Strong FY26 Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Novo Nordisk is displayed on a smartphone screen on September 10, 2025 in Chongqing, China. 

Novo Awaits FDA Call On Higher-Dose Wegovy In Early 2026 – NVO Stock Extends Decline Pre-Market On Weak Guidance

Novo Nordisk submitted a supplemental New Drug Application (NDA) to the FDA in November, and under the CNPV program, a review decision is usually expected within one to two months after the filing is accepted.

Novo Awaits FDA Call On Higher-Dose Wegovy In Early 2026 – NVO Stock Extends Decline Pre- Market On Weak Guidance

<ul class="summary-bullets"><li>Eli Lilly issued a revenue guidance between $80 billion and $83 billion for fiscal 2026</li><li>For the full year 2025, Eli Lilly’s revenue grew 45% to $65.18 billion.</li><li>CFO Lucas Montarce said the company expects to launch the multidose Zepbound within the next 30 days, according to a Bloomberg report.</li></ul>Shares of Eli Lilly (LLY) jumped 8% in pre-market trading on Wednesday, after the company reported better-than-expected fourth-quarter results and issued a revenue guidance between $80 billion and $83 billion for fiscal 2026, significantly above fiscal 2025 revenue.<a href="https://stocktwits.com/symbol/LLY">LLY shares</a> were up 9.2% after the opening bell.Fourth-quarter revenue surged 43% to $19.3 billion, driven by volume growth from Mounjaro and Zepbound – signalling sustained momentum in its obesity and diabetes portfolio. Analysts had expected a revenue of $17.86 billion, according to Fiscal.ai data. Meanwhile, Q4 earnings increased by 51% to $7.39 per share on a reported basis, compared to Street estimates of $7.22 per share.For the full year, Eli Lilly’s revenue grew 45% to $65.18 billion. LLY expects earnings of $33.50 to $35 per share for full-year 2026.<h2 class="st-heading-2">Mounjaro And Zepbound Drive Revenue Growth</h2>Global revenue for Mounjaro surged 110% to $7.4 billion in Q4 2025, with U.S. sales rising 57% to $4.1 billion on strong demand despite lower realized prices. International revenue jumped to $3.3 billion from $899 million a year earlier, driven mainly by volume growth.U.S. Zepbound revenue climbed 122% to $4.2 billion, fueled by higher demand but partially offset by pricing pressure. Meanwhile, revenue from Verzenio, Eli Lilly’s drug to treat metastatic breast cancer, edged up 3% to $1.6 billion.<h2 class="st-heading-2">Eli Lilly’s Product Pipeline</h2>After the FDA authorized Lilly to market Zepbound in a multidose device last month, CFO Lucas Montarce said the company expects to launch the multidose pen within the next 30 days, according to a report by Bloomberg on Wednesday.In an interview with CNBC last month, CEO Dave Ricks said the upcoming Medicare coverage for obesity drugs could significantly boost the launch of its experimental weight-loss pill, Orforglipron. Ricks added that the company expects Medicare coverage to begin immediately after the drug’s launch.<h2 class="st-heading-2">LLY Pulls Ahead As NOVO Faces Headwinds</h2>Eli Lilly’s optimistic outlook stands in stark contrast to Novo Nordisk (NVO), which expects adjusted sales to decline between 5% and 13% and operating profit to drop by up to 13%. The company cited pricing pressure, intensifying competition, and upcoming patent expiries for the key ingredients in Wegovy and Ozempic in select markets outside the U.S.“This is just more evidence they are dominating the category,” Mizuho’s Jared Holz told Bloomberg of Eli Lilly’s obesity market position. “Novo is playing from behind and everyone knows it.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘bullish’ from ‘bearish’ over the past 24 hours, amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/LLY_jpg_1dcca688cf.webp" alt="LLY.jpg" width="933" height="102"><figcaption>LLY's Sentiment Meter and Message Volumes on Feb. 4, 2026 | Source: Stocktwits</figcaption></figure>One user said that Lilly proved that with “a good product comes great demand.”<stembedurl>https://stocktwits.com/Bagholding_VKTX/message/643931351</stembedurl>LLY shares have gained around 25% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-fda-higher-dose-wegovy-nvo-stock-outlook/cZbjThlR4ZM">Novo Awaits FDA Call On Higher-Dose Wegovy In Early 2026 – NVO Stock Extends Decline Pre-Market On Weak Guidance</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Eli Lilly and Company logo seen displayed on a smartphone. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

LLY Stock Surges On Q4  Beat – Obesity, Diabetes Drugs Drive Strong FY26 Outlook

LLY Stock - Fourth-quarter revenue surged 43% to $19.3 billion, above Street estimates of $17.86 billion, according to Fiscal.ai data.

Fourth-quarter revenue surged 43% to $19.3 billion, above Street estimates of $17.86 billion, according to Fiscal.ai data.

The Obesity Pill Rush: Healthcare ETFs to Gain as FDA Nods to Novo Drug

FDA approval of NVO's oral Wegovy could reshape obesity care and lift healthcare ETFs, offering investors diversified exposure to the GLP-1 boom.

6 Top-Performing ETF Areas of Last Week 

Cannabis, metals, space and health care led ETF gains last week. WEED, CNBS, SIL, UFO, GDXJ, PLTM and OZEM outperformed despite tech weakness.

Best-Performing ETFs of November 

November muted for markets, but ETFs like SPYM, BWET, WNTR, LITP and OZEM stand out.

Eli Lilly Hits $1 Trillion Milestone: ETFs to Invest in 

Lilly's $1T valuation and soaring GLP-1 demand spotlight ETFs like IHE, PPH, MEDI, OZEM, MEDX and THNR for investors riding the weight-loss drug boom.


Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF

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Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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