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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently trending as a top semiconductor performer fueled by strong institutional options flow, price target upgrades, and speculation regarding its growing role in AI data center infrastructure. Investors are actively debating the sustainability of this rapid momentum, with many noting the stock's recent record-breaking rally, while bullish community members highlight ongoing expansion into AI partnerships and server CPU strength.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors focus on the company's pending acquisition of Northern Data and a strengthening partnership with Tether, which has committed significant capital toward cloud and advertising initiatives. The community remains highly focused on the potential for a massive short squeeze, citing extremely high short interest and a limited tradable float as key catalysts for future price volatility.

Newcourt Acquisition Corp. is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 25, 2021 and is headquartered in Oakland, CA.

Psyence Biomedical Ltd.

Psyence Biomedical is currently seeing intense volatility and social media buzz driven by a series of reverse stock splits and sudden corporate communication shifts. The community remains hyper-focused on the resulting micro-float status, actively debating potential squeeze opportunities while comparing the ticker's movement to other low-float sympathizers in the sector.

Xanadu Quantum Technologies Ltd. engages in the provision of quantum computing solutions for enterprise and government customers. The company was founded by Christian Weedbrook on October 2, 2025 and is headquartered in Toronto, Canada.

Xanadu Quantum Technologies Ltd. - Ordinary Shares - Class B (Sub Voting)

Xanadu Quantum Technologies is trending as investors capitalize on the company's recent public listing and its position as a pure-play photonic quantum computing leader, fueled by speculative optimism regarding potential government funding and strategic industry partnerships. Community discourse is highly polarized, with bulls highlighting the firm's technological potential to reach commercial scale, while bears point to high debt levels, significant cash burn, and volatility typical of early-stage de-SPAC entries.

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 as traders speculate on potential partnerships at upcoming tech conferences and analyze the impact of new power chip technologies on AI data center infrastructure. The community is actively debating the stock's consolidation patterns, recent institutional buying activity, and the potential for a breakout driven by increased demand for energy-efficient semiconductor solutions.

Operates as a holding company with interest in providing social shopping platform solutions

WeShop Holdings Ltd - Ordinary Shares - Class A

WeShop Holdings Limited

WeShop Holdings Limited is currently experiencing intense volatility and community speculation as traders identify it as a high-squeeze, low-float candidate prone to rapid price spikes. The conversation is heavily focused on the stock's potential for parabolic movement, with many participants actively comparing it to other recent momentum plays and debating the sustainability of its sharp price fluctuations.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARA is trending as investors debate the company's pivot from Bitcoin mining to AI and high-performance computing infrastructure, with a significant divide between those betting on a short squeeze or AI-led growth and critics citing management concerns and share dilution. The stock remains a focal point for high short interest, with the community actively tracking its correlation to Bitcoin price action and speculative potential for a breakout.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM is currently trending as investors digest record-breaking Q1 earnings and robust AI-driven guidance, even as broader market volatility and geopolitical concerns fuel debates over the stock's valuation. The community is intensely focused on the company's ability to maintain its leading-edge manufacturing dominance despite increased capital expenditure and persistent supply chain headwinds.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The community behind crow with knife is aggressively promoting the meme coin as a multichain, deflationary asset, highlighting its burn mechanism and organic growth. Enthusiasts are actively encouraging accumulation while sharing bullish sentiment about its potential to outperform other assets in the sector.

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 facing intense downward pressure and negative investor sentiment due to ongoing concerns over cash burn, dilution risk, and disappointing delivery numbers. While some long-term investors highlight potential from the Uber robotaxi partnership and the upcoming Gravity SUV, the community remains heavily divided between those attempting to buy the dip and those citing the risk of further reverse splits and potential bankruptcy.

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<ul><li>Tariffs on drugs imported from countries with which the U.S. has tariff deals, such as the European Union, South Korea, Japan, and UK, will be capped at 15%.</li><li>The White House said that the duties will apply to products made by certain large pharma companies in 120 days while smaller ones will get 60 more days.</li></ul> President Donald J. Trump on Thursday signed an executive order imposing a 100 percent tariff on imported patented pharmaceuticals and active pharmaceutical ingredients, citing a national-security threat from America’s heavy dependence on foreign supply chains, as the administration seeks to increase manufacturing in the country.Pharmaceutical ETFs iShares US Pharmaceuticals ETF (IHE) and VanEck Pharmaceutical ETF (PPH) closed 0.75% and 0.45%, respectively, following the announcement.<h2 class="st-heading-2">New Levies</h2>Despite leading the world in pharmaceutical research and development, U.S. produces only 15 percent of the active pharmaceutical ingredients it uses for patented medicines and imports 53 percent of the finished patented products themselves, the White House said.The new levies apply to patented drugs made in countries with which the U.S. have no tariff deals and by companies that haven’t inked drug pricing deals with the administration. Tariffs on drugs imported from countries with which the U.S. has tariff deals, such as the European Union, South Korea, Japan, and UK, will be capped at 15%.The White House said that the duties will apply to products made by certain large pharma companies in 120 days while smaller ones will get 60 more days.<h2 class="st-heading-2">How Can Companies Avoid These Levies?</h2>Companies can sharply reduce or avoid the tariff by committing to onshore production or signing drug pricing agreements with the Department of Health and Human Services, Trump said.Firms that submit approved onshoring plans will initially face only a 20 percent tariff. Those inking pricing agreements with the government and onshoring production will pay no tariffs at all through Jan. 20, 2029, Trump said.Several companies have already inked drug pricing agreements with the Trump administration, including Merck, Pfizer and Eli Lilly and Company, leaving select big names and many small and mid-sized pharma companies exposed.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/IHE">IHE</a> and <a href="https://stocktwits.com/symbol/PPH">PPH</a> stayed within the ‘neutral’ territory coupled with ‘normal’ message volume.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-tumbles-following-q1-delivery-miss-street-weighs-in/cZ7U4aORI8H">TSLA Stock Tumbles 5% Following Q1 Delivery Miss — Street Weighs In On Demand, Potential Discounts, AI Strategy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Donald Trump delivers his State of the Union address to a joint session of Congress in the chambers of the U.S. House of Representatives in Washington, DC on February 24, 2026. 

Trump Slaps 100% Tariffs On Imported Patented Drugs, Sparing Companies That Onshore Or Cut Prices

The new levies apply to patented drugs made in countries with which the U.S. have no tariff deals and by companies that haven’t inked drug pricing deals with the administration.

Equity

The new levies apply to patented drugs made in countries with which the U.S. have no tariff deals and by companies that haven’t inked drug pricing deals with the administration.


<ul class="summary-bullets"><li>Pharmaceutical companies from the European Union, Japan, South Korea, Switzerland, and the U.K. will be subject to separate tariff rates under the bilateral deals they have entered into with the U.S.</li><li>Earlier, a Bloomberg report said the Trump administration could announce new pharma tariffs as early as Thursday.</li><li>The report stated that there may be exemptions for drugs used to treat certain diseases.</li></ul>The Trump administration is reportedly preparing to impose tariffs of up to 100% on drugs from pharmaceutical companies that have not yet struck deals with the White House.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/02/trump-pharmaceutical-tariffs-100percent.html">report</a>, the new tariffs will be imposed on both branded drugs and their active ingredients. However, companies can avoid these tariffs if they move their manufacturing to the U.S. or are currently negotiating a deal with the Trump administration.The&nbsp;<a href="https://stocktwits.com/symbol/PPH">VanEck Pharmaceutical ETF</a> (PPH) and the&nbsp;<a href="https://stocktwits.com/symbol/IHE">iShares U.S. Pharmaceuticals ETF</a> (IHE) were both down about 1% at the time of writing.<h2 class="st-heading-2">Generic Drugs To Escape Additional Tariffs, Says Report</h2>The report added that generic drugs will not be subject to any additional tariffs.Pharmaceutical companies from the European Union, Japan, South Korea, Switzerland, and the U.K. will be subject to separate tariff rates under the bilateral deals they have entered into with the U.S., the report stated.Earlier, a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-01/trump-administration-readies-new-tariffs-on-select-drugmakers">report</a> said the Trump administration could announce new pharma tariffs as early as Thursday. The report added that there may be exemptions for drugs used to treat certain diseases. President Trump is scheduled to sign executive orders at 2 p.m. ET on Thursday, but it is not yet known what those orders will be.The report added that these tariffs result from an investigation under Section 232 of the Trade Expansion Act. This rule addresses imports of a product that threatens the national security of the U.S.<h2 class="st-heading-2">Several Major Pharma Companies Have Struck Deals Already</h2>Several major pharmaceutical companies struck deals with the Trump administration in 2025 to lower the prices of their new and existing drugs in the U.S.This&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/abbvie-merck-top-drugmakers-lower-us-drug-prices-trump-mfn-deal/cLeitzkREsG">includes</a> giants such as Eli Lilly &amp; Co. (LLY), Novo Nordisk A/S (NVO), Pfizer Inc. (PFE), and GSK Plc. (GSK), and Merck &amp; Co. Inc. (MRK), among others.“As of today, 14 out of the 17 largest pharmaceutical companies… but they've all agreed… have now agreed to drastically lower drug prices for their American patients… for the American people and patients,” President Trump said, while announcing the deals in December 2025.In October 2025, President Trump said Pfizer would adopt most-favored-nation pricing for all new drugs launched in the U.S. The company launched its medicines on the TrumpRx portal in February 2026.In November 2025, Eli Lilly and Novo Nordisk struck an agreement with the Trump administration to cut prices on select upcoming pills and existing obesity drugs. Eli Lilly’s Zepbound, Novo Nordisk’s Ozempic, and Wegovy are available on the TrumpRx portal.Meanwhile, U.S. equities declined in Thursday morning’s trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 0.22%, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.34%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘extremely bearish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/owl-stock-sinks-blue-owl-blocks-4-2b-redemptions/cZ7xHowRI8h">OWL Stock Sinks After Blue Owl Reportedly Blocks Nearly $4.2B In Redemptions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Donald Trump is seen during the his departure the White House en route Hebron, Kentucky on March 11, 2026, in Washington DC, United States. (Photo by Celal Gunes/Anadolu via Getty Images)

Trump Administration Prepares Up To 100% Pharma Tariffs On Drugs From Companies That Have Not Struck A Deal Yet: Report

Pharmaceutical companies can avoid these tariffs if they move their manufacturing to the U.S. or are currently negotiating a deal with the Trump administration.

Should You Invest in the VanEck Pharmaceutical ETF (PPH)?

Healthcare ETFs in Spotlight Amid Eli Lily's $2.8B AI Drug Move

Eli Lilly's $2.75B AI drug deal with Insilico spotlights healthcare ETFs as investors seek diversified exposure to the fast-growing AI-driven pharma space. 

FDA Clears NVO's Higher Dose of Wegovy: Diversify With These Health ETFs

Novo Nordisk's FDA nod for higher-dose Wegovy could boost healthcare ETFs' appeal, offering diversified exposure to the obesity drug market.

<ul class="summary-bullets"><li>Novo Nordisk states that Wegovy HD in a single-dose pen is expected to be available in April 2026.</li><li>Wegovy injectable was available in weekly doses of 0.25 mg, 0.5 mg, 1 mg, 1.7 mg, and 2.4 mg until now.</li><li>Novo Nordisk added that Wegovy 7.2 mg has already been approved in the U.K. and the European Union as three 2.4 mg doses per week.</li></ul>Novo Nordisk AS (NVO) on Thursday said the U.S. Food and Drug Administration (FDA) has granted accelerated approval for a higher-dose version of its blockbuster weight-loss drug Wegovy, expanding options for patients seeking greater weight reduction.The company stated that Wegovy HD, a once-weekly injectable semaglutide at 7.2 mg, has received FDA accelerated approval based on results from the STEP UP trial program.<a href="https://stocktwits.com/symbol/NVO">Novo Nordisk shares</a> were down nearly 2% in Thursday morning’s trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">When Will Wegovy HD Be Available?</h2>Novo Nordisk stated that Wegovy HD in a single-dose pen is expected to be available in April 2026. Wegovy injectable was available in weekly doses of 0.25 mg, 0.5 mg, 1 mg, 1.7 mg, and 2.4 mg until now.“The FDA awarded a Commissioner’s National Priority Voucher for Wegovy HD, accelerating its review and underscoring its potential to address critical patient needs and national health priorities in the U.S.,” the company stated.Novo Nordisk added that Wegovy 7.2 mg has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvo-stock-is-rising-premarket-what-is-wegovy-news-driving-novo-nordisk-shares/cmUlo6aR4BT">already been approved</a> in the U.K. and the European Union as three 2.4 mg doses per week. It added that the regulatory decisions in the two markets for the single-dose pen are expected in the second half of 2026.<h2 class="st-heading-2">STEP UP Trial Shows Stronger Weight Loss</h2>Novo Nordisk stated that Wegovy HD’s accelerated approval by the FDA was based on a 72-week study that showed an average weight loss of about 20.7% in patients.The company added that nearly one in three patients receiving Wegovy HD experienced a 25% or greater weight loss.In the STEP UP type 2 diabetes trial, the company said participants demonstrated a mean weight loss of 14.1%, while about one in five patients experienced a weight loss of 20% or more.<h2 class="st-heading-2">Intensifying Competition</h2>Novo Nordisk’s launch of Wegovy HD follows CEO Mike Doustdar's warning of pricing headwinds in 2026 amid an increasingly competitive market.The Dutch company expects its 2026 sales to decline between 5% and 13% in constant-currency terms.“However, we are very encouraged by the promising early uptake from the U.S. launch of Wegovy pill, and we remain confident in our ability to drive volume growth over the coming years,” Doustdar added.Novo Nordisk rival Eli Lilly &amp; Co. (LLY) expects fiscal year 2026 revenue to rise between 23% and 28%, highlighting a divergence in the outlooks of the two companies this year.<a href="https://stocktwits.com/symbol/NVO">NVO stock</a> is down 28% year-to-date and 54% over the past 12 months. The VanEck Pharmaceutical ETF (PPH) is up 9% over the past 12 months, while the Putnam Focused Large Cap Value ETF (PVAL) is up 20%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-american-rebel-stock-falling-today/cZ3aNN7RIhO">American Rebel Shares Sink More Than 40% — What's Driving The Plunge?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Novo Nordisk Receives FDA Approval For Higher Dose Of Its Weight-Loss Drug Wegovy

The company stated that Wegovy HD received the FDA’s accelerated approval based on results from the STEP UP trial.

<ul class="summary-bullets"><li>Analysts at BofA nearly doubled their price target for HIMS stock following the company’s deal with Novo.</li><li>The firm now has a price target of $23, up from $12.5, while the rating has been upgraded to ‘Neutral’ from ‘Underperform’.</li><li>The firm stated that Novo dropping its patent infringement lawsuit against Hims is a “clear positive” for the telehealth operator.</li></ul>Novo Nordisk AS’s (NVO) deal with Hims &amp; Hers Health Inc. (HIMS) has turned Wall Street bullish on both companies, with analysts stating that it helps them in dealing with a commercial headwind and removes a litigation risk from the equation.According to TheFly, analysts at BMO Capital noted that the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-soars-novo-nordisk-drops-patent-suit-hims-hers-partnership-ozempic/cZdVZe7RIIk">Novo Nordisk-Hims deal</a> to sell branded GLP-1 is a significant step forward in helping the Ozempic maker address a commercial headwind.The firm maintained its ‘Market Perform’ rating for Novo Nordisk, with a price target of $45, implying an upside of more than 13% from NVO stock’s closing price on Monday.<a href="https://stocktwits.com/symbol/NVO">Novo shares</a> were down about 1% in Tuesday’s pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/HIMS">Hims &amp; Hers shares</a> were up nearly 5% at the time of writing. Retail sentiment around HIMS stock trended in the ‘extremely bullish’ territory on the platform.<h2 class="st-heading-2">Why Are Analysts Bullish On HIMS?</h2>Analysts at BofA nearly doubled their price target for HIMS stock following the company’s deal with Novo. The firm now has a price target of $23, up from $12.5, while the rating has been upgraded to ‘Neutral’ from ‘Underperform’.The firm stated that Novo dropping its patent infringement lawsuit against Hims is a “clear positive” for the telehealth operator. BofA sees the risk-to-reward ratio as balanced now following the deal.Deutsche Bank also hiked its price target for HIMS to $28 from $25, implying an upside of more than 26% from Monday’s closing price. The firm cited the Novo deal for its price target hike, while keeping a ‘Hold’ rating on the HIMS stock.<h2 class="st-heading-2">What Did Novo, Hims Agree On?</h2>Hims and Novo Nordisk announced a partnership to offer Ozempic and Wegovy at affordable self-pay prices on the telehealth company’s platform.Hims &amp; Hers also stated that it will no longer advertise compounded GLP-1 offerings on its platform or in its marketing. The company stated that Ozempic injections in doses of 0.5 mg, 1 mg, and 2 mg are covered. It will also include Wegovy injections in 1.7 mg and 2.4 mg doses, while Wegovy pills in 1.5 mg, 4 mg, 9 mg, and 25 mg doses are covered.It added that these Ozempic and Wegovy offerings will be made available on its platform later this month.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One bullish user on Stocktwits believes selling HIMS stock at this point will be one of the “biggest mistakes” of their life.&nbsp;<stembedurl>https://stocktwits.com/TradeOrGoHome/message/647084706</stembedurl>Another user stated that every dip in the NVO stock is a “gift.”<stembedurl>https://stocktwits.com/King_of_the_bagholders/message/647086431</stembedurl><a href="https://stocktwits.com/symbol/NVO">NVO stock</a> is down 22% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/HIMS">HIMS stock</a> is down 32%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-war-hegseth-most-intense-day-of-strikes-iranian-leaders-scrambling/cZdoAnzRI75">Iran War: Defense Secretary Hegseth Warns Of ‘Most Intense’ Strikes, Says The Middle East Country Is ‘Badly Losing’</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 Nordisk-Hims Deal Turns Wall Street Bullish — BMO Sees Relief From Commercial Headwinds, BofA Upgrades HIMS Stock

BMO Capital maintained its ‘Market Perform’ rating for Novo Nordisk, with a price target of $45, implying an upside of more than 13% from NVO stock’s closing price on Monday.

<ul class="summary-bullets"><li>Hims &amp; Hers said that existing patients will have the opportunity to transition to FDA-approved medicines when their providers deem it clinically appropriate.</li><li>The company stated that Ozempic injections in doses of 0.5 mg, 1 mg, and 2 mg are covered.</li><li>It will also include Wegovy injections in 1.7 mg and 2.4 mg doses, while Wegovy pills in 1.5 mg, 4 mg, 9 mg, and 25 mg doses are also covered.</li></ul>Shares of Hims &amp; Hers Health Inc. (HIMS) surged more than 52% in Monday’s pre-market trading after Novo Nordisk A/S (NVO) partnered with the telehealth platform to offer Ozempic as well as Wegovy at affordable self-pay prices and dropped its patent infringement lawsuit against the company.Hims &amp; Hers also stated that it will no longer advertise compounded GLP-1 offerings on its platform or in its marketing. Existing patients will have the opportunity to transition to FDA-approved medicines when determined clinically appropriate by their providers, the company said.<a href="https://stocktwits.com/symbol/NVO">Novo shares</a> were up more than 2% in Monday’s opening trade, while&nbsp;<a href="https://stocktwits.com/symbol/HIMS">Hims &amp; Hers shares</a> were up around 39% at the time of writing. Retail sentiment around HIMS stock trended in the ‘extremely bullish’ territory on the platform.<h2 class="st-heading-2">What Does The Agreement Include?</h2>Hims &amp; Hers stated that the Ozempic and Wegovy offerings will be made available on its platform later this month.This includes Ozempic injections in doses of 0.5 mg, 1 mg, and 2 mg and will also include Wegovy injections in doses of 1.7 mg and 2.4 mg. Wegovy pills in 1.5 mg, 4 mg, 9 mg, and 25 mg doses are also covered.Over the coming months, Hims &amp; Hers will educate U.S. weight loss customers about their options across a wider range of FDA-approved treatments. When providers determine it is clinically appropriate, the company will help support a smooth transition to these medications, the company said.<h2 class="st-heading-2">Novo’s Allegations</h2>In&nbsp;February this year, Novo had sued Hims &amp; Hers,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-sues-hims-hers-permanent-ban-unapproved-compounded-drugs/cZbHzMjR4o2">stating</a> that the latter is duping consumers and healthcare professionals about the clinical benefits and safety of these unapproved drugs.The U.S. Food and Drug Administration (FDA) also warned of a crackdown last week on GLP-1 active pharmaceutical ingredients (APIs) intended for use in non-FDA-approved compounded drugs.“These actions are aimed to safeguard consumers from drugs for which the FDA cannot verify quality, safety, or efficacy.&nbsp; We take seriously any potential violations of the Federal Food, Drug, and Cosmetic Act,” the agency said.Subsequently, Hims &amp; Hers announced that it would stop offering the $49 compounded version of Novo’s Wegovy.<a href="https://stocktwits.com/symbol/NVO">NVO stock</a> is down 23% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/HIMS">HIMS stock</a> is down 33%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-stock-declines-immunitybio-resubmits-anktiva-application-to-fda/cZdVj9URIIL">ImmunityBio Resubmits Supplemental Biologics License Application To FDA For Ankitva — IBRX Stock Declines Pre-Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Hims & Hers Health logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

HIMS Stock Soars After Novo Nordisk Drops Patent Infringement Lawsuit, Opens Access To Ozempic, Wegovy

Hims & Hers also stated that it will no longer advertise compounded GLP-1 offerings on its platform or in its marketing.

<ul class="summary-bullets"><li>Vivtex will license select drug-delivery technologies to Novo Nordisk and could receive up to $2.1 billion.</li><li>The partnership looks to enable biologic drugs, which are typically given by injection due to poor absorption, to be delivered orally.</li><li>This partnership comes a day after Novo announced plans to cut U.S. prices for Ozempic and Wegovy by up to 50% from 2027.</li></ul>Novo Nordisk (NVO) announced on Wednesday that it has partnered with Vivtex Corp. to develop next-generation oral biologic medicines for obesity, diabetes, and related conditions.Under the agreement, Vivtex will license select oral drug-delivery technologies to Novo Nordisk and could receive up to $2.1 billion in upfront payments, research funding, milestones, and tiered royalties on future sales.“Partnering with Novo Nordisk allows us to apply our platform across important metabolic disease areas, with the goal of enabling oral therapies that would otherwise require injection,” said Thomas von Erlach, CEO and co-founder of Vivtex.<a href="https://stocktwits.com/symbol/NVO">NVO shares</a> were down 1.8% at the time of writing.<h2 class="st-heading-2">Focus On Oral Delivery</h2>The partnership combines Novo’s expertise in peptide and protein therapies with Vivtex’s gastrointestinal screening tools, drug-delivery technologies, and AI-based platform aimed at improving drug absorption.The collaboration aims to enable biologic drugs, which are typically given by injection due to poor absorption, to be delivered orally. Novo Nordisk will lead global development, regulatory approval, manufacturing, and commercialization of any resulting products, it said.Oral obesity pills are seen as a key focus area in the obesity market, eliminating the need for injections and giving patients greater flexibility.This comes a day after Novo Nordisk <a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-cut-ozempic-wegovy-prices-by-50/cZRvxJeR4C2">announced</a> plans to cut U.S. prices for Ozempic and Wegovy by up to 50% starting in 2027.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits remained in the ‘extremely bullish’ zone over the past 24 hours, amid ‘extremely high’ message volumes.One user sees the stock as a “short-term buy” option.<stembedurl>https://stocktwits.com/buddyopalosam/message/645859049</stembedurl>Another user said the stock was ‘undervalued.’<stembedurl>https://stocktwits.com/Matt_Y_/message/645842315</stembedurl>Year-to-date, the stock is down around 27%.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Novo, Vivtex Ink $2.1 Billion Deal To Develop Oral Medicines For Obesity And Diabetes

Novo Nordisk will lead global development, regulatory approval, manufacturing, and commercialization of the resulting products.

<ul class="summary-bullets"><li>Geron posted RYTELO net product sales of $48 million in the fourth quarter, and the number of ordering accounts increased to roughly 1,300.</li><li>In December, Geron initiated a workforce reduction affecting about one-third of employees, resulting in $17 million in restructuring charges.</li><li>For 2026, Geron projects RYTELO revenue between $220 million and $240 million.</li></ul>Geron Corp. (GERN) reported fourth-quarter and full-year 2025 results on Wednesday, highlighting rising sales of its blood cancer therapy RYTELO as the company sharpens its focus on expanding adoption in lower-risk myelodysplastic syndromes (LR-MDS).Total revenue reached $48 million in the fourth quarter, with a loss per share (EPS) of $0.05. Both the metrics&nbsp;came&nbsp;in below the analysts’ consensus estimates of $50.88 million and a loss of $0.04, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">RYTELO Sales And Demand Climb</h2>However, Geron posted RYTELO net product sales of $48 million for Q4 and $183.6 million for the full year. Demand rose 9% in the fourth quarter compared with the prior quarter, while the number of ordering accounts increased by 150 to roughly 1,300.The company said it is supporting more than 10 investigator-sponsored and real-world studies examining RYTELO’s mechanism, potential combinations, and earlier-line use. Initial findings from those efforts are anticipated in the second half of 2026.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/GERN">Geron's stock</a> traded over 10% lower in Wednesday’s premarket. However, on Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Expenses And Outlook&nbsp;</h2>Operating costs for 2025 were $254.7 million. Research and development spending declined, reflecting reduced clinical trial activity after the FDA’s RYTELO approval in 2024. Selling, general, and administrative costs increased due to expanded commercial efforts. In December, Geron initiated a workforce reduction affecting about one-third of employees, resulting in $17 million in restructuring charges.For 2026, Geron projects RYTELO revenue of $220 million to $240 million, with operating expenses of $230 million to $240 million.GERN stock declined by over 17% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rbbn-stock-gains-pre-market-today-what-is-behind-the-rally/cZRyd8HRIGE">RBBN Stock Gains Over 8% Pre-Market Today – What’s Behind The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Did GERN Stock Tumble 10% Pre-Market Today? 

Total revenue reached $48 million for the fourth quarter, with a loss per share of $0.05, with both metrics coming in below street estimates. 

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