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

SELLAS Life Sciences Group Inc

SELLASs Phase 3 REGAL trial of GPS in AML reached its required 80th event, and the company expects topline results this month, putting the readout at the center of discussion. Many traders are optimistic and speculate that recent after-hours strength reflects short covering or a data leak, while others stress that results have not been released and the outcome remains uncertain.

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

A widespread Microsoft 365 outage disrupting Outlook, Teams, Copilot and other services is driving attention, with users describing work and business interruptions. Traders are debating whether the incident warrants a selloff; some speculate about a cyberattack, but that cause is unconfirmed, and others note the shares have held up despite the disruption.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,111,281. The last known price of Bitcoin is 71,086.72423286 USD and is down -3.89 over the last 24 hours. It is currently trading on 12779 active market(s) with $28,515,435,687.36 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp, persistent selloff and break of key support dominate discussion, with traders citing risk-off conditions, ETF outflows and leveraged-long liquidations as pressures. Sentiment is largely bearish, with many bracing for further declines, while others view oversold conditions and lower prices as a buying opportunity.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels prostate-cancer BLA timeline was pushed to mid-2027 amid FDA discussions and assay-refinement work, prompting a sharp selloff. Traders disagree on whether this is a manageable CMC delay rather than a problem with the drugs clinical data, while many criticize managements credibility and worry about dilution, especially given the CEOs prior share sales.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs confirmed plan to remove Strategy from its global equity indexes is driving concern about potential passive-fund selling, alongside Bitcoins decline. Traders debate whether the index change is already priced in or could add further pressure, while some bulls argue the long-term case still depends mainly on Bitcoin.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras quarterly results and sharply raised revenue outlook, alongside traders discussion of a new Microsoft customer agreement, are driving a post-earnings rebound. Bulls point to accelerating AI-cloud demand and potential short covering, while skeptics focus on the wider-than-expected loss, heavy spending, and valuation.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos quarterly results have drawn attention after an earnings beat and raised full-year outlook, including a higher AI-infrastructure revenue forecast. Traders are split between optimism about growth and guidance and frustration over the muted, volatile reaction, with some questioning margin pressure and whether AI orders will translate into lasting demand.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Reported Samsung discussions to acquire Modine have sparked buyout speculation, with traders debating whether a deal will materialize and whether its terms would satisfy shareholders; no agreement has been announced.

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

Pfizer Inc.

Pfizer Inc

Pfizers quarterly results beat expectations and lifted its full-year outlook, but the stocks muted reaction has traders debating whether growth in newer products can offset declining COVID revenue and looming patent expirations. Bulls point to pipeline progress, oncology approvals and the dividend, while skeptics remain concerned about the turnarounds durability.

Flowers Foods, Inc. engages in the production and marketing of packaged bakery foods. It offers breads, buns, rolls, snack items, bagels, English muffins, and tortillas and are sold under a variety of brand names, including Nature’s Own, Dave’s Killer Bread, Wonder, Canyon Bakehouse, Tastykake, and Mrs. Freshley’s. The company was founded by William Howard Flowers, Sr. and Joseph Hampton Flowers, Jr. in 1919 and is headquartered in Thomasville, GA.

Flowers Foods, Inc.

Flowers Foods weak quarterly results and reduced outlook are fueling concern about falling sales, margin pressure and debt, with credit downgrades adding to the worries. Traders are divided between expecting further downside and viewing the depressed shares and heavy short interest as a potential rebound or squeeze setup; buyout and Tastykake-sale speculation remains unconfirmed.

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Wall Street Analysts See a 62.33% Upside in Summit Therapeutics (SMMT): Can the Stock Really Move This High?

The average of price targets set by Wall Street analysts indicates a potential upside of 62.3% in Summit Therapeutics (SMMT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

FDA Decision Watch: Summit’s Lung Cancer Drug, Cytokinetics’ Heart Therapy And Teva’s Igalmi In Spotlight This Week

Equity

The FDA is set to announce its verdict on three closely watched therapies this week, ahead of a busy month which includes a decision on Capricor Therapeutics’ Deramiocel.


Biotech Beats SPY And QQQ In Market Rout — Now Hims Earnings And Summit’s FDA Test Take Center Stage 

Hims & Hers will report results on Monday after its Lilly agreement expanded access to Zepbound and Foundayo.

SMMT's Q3 Earnings Beat Estimates, Ivonescimab Development in Focus

Summit reports Q3 loss narrower than expected and posts nil sales. Ivonescimab advances through late-stage studies and new oncology collaborations.

Summit Therapeutics Reports Financial Results and Operational Progress for the Third Quarter and Nine Months Ended September 30, 2026

Summit Therapeutics Inc. (NASDAQ: SMMT) today reported its financial results for the third quarter and nine months ended September 30, 2026, and provided an update on clinical and operational progress. This quarter marked a period of meaningful momentum for Summit, highlighted by AstraZenecas $2...

AZN Q3 Earnings Beat Estimates, Oncology Drugs Drive Sales Growth

AstraZeneca beats Q3 earnings and revenue estimates as oncology sales surge 17%, offsetting generic pressure on mature drugs.

Stocktwits Pharma Pulse: Big Pharma Earnings, Cancer Updates And 2 FDA Deadlines — The Week’s Biotech Watchlist 

Lilly and Merck report earnings on Thursday, followed by AbbVie on Friday.

Ivonescimab Plus Chemotherapy Demonstrates Overall Survival Superiority Compared to Durvalumab Plus Chemotherapy in First-Line Treatment of Patients with Advanced Biliary Tract Cancer in HARMONi-GI1 Study Conducted by Akeso in China

Summit Therapeutics Inc. (Nasdaq: SMMT) today noted that its partner Akeso Inc. announced positive results from the Phase III HARMONi-GI1 study evaluating the novel, potential first-in-class investigational bispecific antibody ivonescimab plus chemotherapy compared with durvalumab plus chemotherapy...

Lunit and Summit Therapeutics Announce Agreement to Apply AI-powered SCOPE IO Platform for Tumor Microenvironment Analysis in Immuno-Oncology Development

Lunit and Summit Therapeutics Announce Agreement to Apply AI-powered SCOPE IO Platform for Tumor Microenvironment Analysis in Immuno-Oncology Development Lunit and Summit Therapeutics Announce Agreement to Apply AI-powered SCOPE IO Platform for Tumor Microenvironment Analysis in Immuno-Oncology...

Summit Therapeutics and Lunit Announce Agreement to Apply AI-powered SCOPE IO Platform for Tumor Microenvironment Analysis in Immuno-Oncology Development

Summit Therapeutics Inc. (NASDAQ: SMMT) and Lunit Inc. (KRX: 328130) today announced a research agreement to evaluate the use of Lunit SCOPE IO, Lunits AI-powered pathology platform, for tumor microenvironment analysis in support of Summits immuno-oncology development programs with ivonescimab. The...

Reported GAAP EPS of -$0.20 down -53.85% YoY

Summit Therapeutics R&D expenses rose $38M year over year, FDA said PFS may not suffice without statistically significant OS benefit, and future funding may not be available on acceptable terms.

Summit Therapeutics secured $2B from AstraZeneca with sufficient cash for at least 12 months of operating needs, completed HARMONi-3 enrollment, and reported statistically significant HARMONi-2 OS results.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Bullish Sentiment

<ul class="summary-bullets"><li>Summit’s Ivonescimab faces a critical FDA decision after its Phase 3 trial failed to show a statistically significant survival benefit in its primary analysis.</li><li>Cytokinetics seeks to add head-to-head clinical trial results to the label of its already-approved heart disease treatment, Myqorzo.</li><li>Teva recently acquired worldwide rights to IGALMI from BioXcel Therapeutics for $57.5 million.</li></ul><p>The U.S. Food and Drug Administration (FDA) is set to decide on three major drug applications this week, covering treatments for lung cancer, heart disease, and acute agitation associated with psychiatric disorders</p><p>In what could potentially be a busy month, the regulator will announce its decision on therapies by <a class="mention" data-mention="$SMMT" data-symbol-id="SMMT" href="https://stocktwits.com/symbol/SMMT" target="_blank">Summit Therapeutics</a> (SMMT), Cytokinetics (CYTK), and Teva Pharmaceutical Industries (TEVA), after <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.jnj.com/media-center/press-releases/johnson-johnson-announces-u-s-fda-approval-of-rybrevant-faspro-amivantamab-and-hyaluronidase-lpuj-as-first-and-only-dual-targeted-therapy-for-advanced-head-and-neck-cancer">approving</a> Johnson &amp; Johnson’s (JNJ) Rybrevant Faspro to treat adults with recurrent or metastatic head and neck squamous cell carcinoma last week.</p><p><img src="https://news.stocktwits-cdn.com/d_Go5c_pdufa_this_week_cdf6a9af9c.png" alt="dGo5c-pdufa-this-week-.png"></p><h2 class="st-heading-2">Summit Awaits FDA Decision On Lung Cancer Drug</h2><p>Summit Therapeutics’ Ivonescimab is a cancer treatment developed in partnership with China-based Akeso, for patients with advanced non-small cell lung cancer (NSCLC) carrying EGFR mutations whose disease has progressed following targeted therapy. Ivonescimab is designed to block two proteins, PD-1 and VEGF, that lead to cancer cell growth.</p><p>The Phase 3 Harmoni trial met its primary goal of improving progression-free survival, though the study’s initial analysis failed to show a statistically significant improvement in overall survival.</p><p>Last week, Summit <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://smmttx.com/news/press-releases/news-details/2026/Summit-Therapeutics-Reports-Financial-Results-and-Operational-Progress-for-the-Third-Quarter-and-Nine-Months-Ended-September-30-2026/">said</a> updated results from the trial showed a 24% reduction in the estimated risk of death with Ivonescimab plus chemotherapy compared with chemotherapy alone.</p><h2 class="st-heading-2">Cytokinetics Seeks Label Update For Myqorzo</h2><p>Cytokinetics is awaiting an FDA decision on whether it can add results from its Phase 3 Maple-HCM trial to the prescribing information for Myqorzo, an already-approved treatment for a heart condition that restricts blood flow.</p><p>The Maple-HCM trial showed that patients receiving the drug achieved significantly greater improvements in exercise capacity after 24 weeks compared with those receiving Metoprolol, a commonly used heart medication. According to the company, Myqorzo&nbsp;improved peak oxygen consumption by an additional 2.3 ml per kilogram per minute compared with metoprolol.</p><h2 class="st-heading-2">Teva Eyes Igalmi Approval For At-Home Treatment</h2><p>The FDA is set to decide on the expanded use of Igalmi to treat acute agitation associated with schizophrenia or bipolar disorder for adults at home.</p><p>Igalmi is already approved for use under medical supervision, and the proposed expansion would allow patients to administer the treatment outside healthcare facilities.</p><p>The application is supported by the Phase 3 Serenity At-Home trial, which met its primary safety objective. Exploratory analyses also showed reductions in agitation symptoms compared with placebo.</p><p>Last month, Teva <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tevausa.com/news-and-media/press-releases/teva-acquires-worldwide-rights-to-bxcl501-further-expanding-innovative-neuroscience-pipeline/">announced</a> that it had acquired worldwide rights to Igalmi from BioXcel Therapeutics following the latter’s bankruptcy proceedings. Under the agreement, Teva paid $57.5 million upfront, while BioXcel’s estate remains eligible for up to $67.5 million in additional payments tied to FDA approval, along with potential commercial milestones.</p><h2 class="st-heading-2">Retail’s Take On CYTK, SMMT And TEVA</h2><p>Retail sentiment for CYTK on Stocktwits remained ‘extremely bullish’ over the past 24 hours, ‘bullish’ for TEVA, while sentiment turned ‘neutral’ for SMMT from ‘bullish.’</p><p><img src="https://news.stocktwits-cdn.com/FDA_9cc50d6197.png" alt="FDA.png"></p><p>Teva has been the best-performing stock in the cohort this year, surging 36.7%, while Cytokinetics and Summit Therapeutics have declined 13% and 6.8%, respectively.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the FDA (United States Food and Drug Administration) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

The FDA is set to announce its verdict on three closely watched therapies this week, ahead of a busy month which includes a decision on Capricor Therapeutics’ Deramiocel.

Cytokinetics Inc

Teva- Pharmaceutical Industries Ltd. - ADR

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Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	-$0.30	--	--	N/A
Q3 '26	-$0.28	-$0.26	7.72%	BEAT
Q2 '26	-$0.27	-$0.28	-2.04%	MISSED
Q1 '26	-$0.27	-$0.24	10.85%	BEAT
Q4 '25	-$0.09	-$0.29	-233.67%	MISSED

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SMMT Earnings

Latest Earnings Results: Q3 '26

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