SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is trending as the community doubles down on its brand-focused approach, consistently launching IRL initiatives like merchandise, beverages, and sponsorships to build long-term ecosystem value. Supporters are actively discussing their commitment to building and holding the token, frequently emphasizing that the project's relentless real-world output sets it apart in the current market landscape.

What is Chromia? Chromia is an open source public blockchain conceived of by Swedish company Chromaway AB. The Chroma token (CHR) was launched in May of 2019. The technology behind the Chromia blockchain is adapted from an earlier technology called ‘Postchain’, a solution provided by Chromaway AB for enterprise clients.&nbsp;  How does Chromia work? Chromia is a standalone Layer-1 blockchain and EVM compatible Layer-2 enhancement for Binance Smart Chain and Ethereum. It is designed to enhance existing dApps and allow for the creation of next-generation dApps by providing scalability, improved data handling, and customizable fee structures. The blockchain uses a unique architecture called relational blockchain, as well as a custom programming language called Rell.  Rell is designed to code and function very similarly to SQL, allowing developers to leverage the security and immutability of blockchain while storing and handling data with the efficiency of a relational database.&nbsp; Each dApp running on Chromia operates on its own sidechain which is rooted in the main blockchain. This allows each application to scale more efficiently and gives each application developer the freedom to choose from a variety of fee structures. For example, one application may require users to pay transaction fees in CHR (similar to how Ethereum or Bitcoin work), while another application could stake enough CHR to reserve computational power and allow their users to make unlimited transactions without paying any fees at all.&nbsp;  What applications have been built on Chromia? Chromia already has a wide variety of applications building upon their blockchain, using their chain as a decentralized storage layer, and using their Layer-2 enhancements. These applications range from DeFi options trading platform Hedget, to open world farming game My Neighbor Alice, to government land registry initiative LAC PropertyChain.&nbsp; One of the latest features in development is a new NFT standard called Chromia Originals, which will operate both as a native standard on Chromia’s chain as well as an enhancement layer for existing ERC-721 and BEP-721 tokens. Work on these Layer-2 enhancements are being developed in cooperation with My Neighbor Alice.  Who is behind Chromia? Chromia’s core team consists of industry veterans Or Perelman, Henrik Hjelte and Alex Mizrahi. All three have deep roots in the crypto space, going back to the early days of Bitcoin and Ethereum. For example, Alex published several early academic papers on Proof of Stake consensus and was also one of the key figures behind Colored Coins, one of the first projects to develop the idea of ‘tokens’ that would later be brought to prominence by Ethereum.  In summary, Chromia is a Layer-1 and Layer-2 blockchain solution under active development, with the goal of delivering enhanced features and data handling and storage capabilities to decentralized applications.

Chromia

Chromia is currently seeing heightened community interest, with traders betting on its potential for a price squeeze due to its thin float and technical setup. Discussions are largely focused on the project's ability to maintain upward momentum as it attracts retail attention, with participants actively debating short-term trading opportunities.

SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

The excitement surrounding SpaceX centers on its potential IPO, which has triggered intense speculation and a wave of related tokenized assets and sympathy plays within the aerospace and crypto sectors. While many in the community are debating the legitimacy of these pre-IPO vehicles and expressing caution about the hype, retail investors are actively scouting for any stocks with exposure to the company's orbital infrastructure and future space initiatives.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum Holdings is experiencing significant volatility as investors weigh robust, high-value contract awards and a massive project backlog against sector-wide downward pressure and concerns over debt management. The community remains divided, with long-term bulls actively accumulating shares on dips, citing the company's critical role in national security and energy infrastructure as an eventual catalyst for a major recovery.

Corgi ETF Trust I. - Corgi Lithography & Semiconductor Photonics ETF

Corgi Lithography & Semiconductor Photonics ETF

Investors are rapidly flocking to the recently launched Corgi Lithography & Semiconductor Photonics ETF due to its exposure to the critical infrastructure enabling AI compute. The community is actively discussing the fund's fast-growing assets under management and its role as a strategic companion to memory-focused ETFs in the semiconductor supply chain.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending due to a major de-risking catalyst as the company finalized a commercial agreement with Allseas to develop and operate its first offshore nodule collection system, with Allseas funding a significant portion of development costs. The community is actively discussing the stock's long-term potential as a critical minerals leader, the implications for upcoming earnings, and recent patterns of institutional accumulation despite ongoing volatility.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors react to the company's record-breaking cash pile of nearly $400 billion and the first annual meeting led by new CEO Greg Abel. The community remains sharply divided over the firm's lack of aggressive capital deployment, with many traders expressing frustration over stagnant performance compared to the broader tech-led market rally.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies is drawing significant investor attention due to strategic expansion plans aimed at boosting rare earth magnet capacity and a focus on domestic supply chain independence. The community is actively debating the stock's potential as a specialized metals-tech play while closely monitoring volume spikes and trading patterns characteristic of a low-float equity.

NextDecade Corp. is a development company, which focuses on liquefied natural gas (LNG) export projects and associated pipelines. It develops and manages land-based and floating liquefied natural gas projects in the Gulf Coast with focus on the Rio Grande LNG. The company was founded by Kathleen Eishbrenner in 2010 and is headquartered in Houston, TX.

NextDecade Corporation

NextDecade is trending as investors weigh its role as a key player in the expanding U.S. LNG export market against heightened volatility driven by global geopolitical tensions. The community remains focused on project execution, particularly the timeline for first gas and Train 6 expansion, while actively debating the stock's long-term potential as a critical infrastructure asset.

Macy's, Inc. engages in the retail of apparel, accessories, cosmetics, home furnishings, and other consumer goods. The firm's brands include Macy's, Bloomingdale's, and Bluemercury. It offers men's, women's, and children's apparel, women's accessories, intimate apparel, shoes, cosmetics, fragrances, as well as home and miscellaneous products. The company was founded by Rowland H. Macy in 1858 and is headquartered in New York, NY.

Macy`s Inc

Macy's Inc

Macy's is trending following a surprise quarterly earnings beat that highlighted successful store revamps and strengthened management's full-year outlook, fueling intense community discussion about the company's turnaround progress and potential M&A prospects. Investors are actively debating whether this momentum signals a sustainable recovery for the department store chain or if it remains a value trap vulnerable to broader consumer spending headwinds.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

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>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;

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

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.

Equity

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.

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.

<ul class="summary-bullets"><li>Non-GAAP earnings slipped 5% to $11.44 per share but still came in ahead of analysts’ forecasts of $10.74.</li><li>Sales of the Eylea declined amid competitive pressure and a shift of patients to the high-dose version.</li><li>Sanofi collaboration revenue rose 35% as the company received a larger share of profits from jointly commercialized antibody drugs.</li></ul>Regeneron Pharmaceuticals (REGN) reported a better-than-expected fourth-quarter (Q4) print, as higher sales from its collaboration with&nbsp;Sanofi and Eylea HD injections offset lower revenue from Eylea, which is&nbsp;marketed outside the U.S. by Bayer.Fourth-quarter revenue increased 3% from a year earlier to $3.88 billion, topping Wall Street expectations of $3.78 billion, according to Fiscal.ai data. Non-GAAP earnings slipped 5% to $11.44 per share but still came in ahead of analysts’ forecasts of $10.74.<a href="https://stocktwits.com/symbol/REGN">REGN shares</a>&nbsp;were 2.6% lower in pre-market trading on Friday, while retail sentiment on Stocktwits remained ‘neutral’ over the past 24 hours.<h2 class="st-heading-2">Revenue Breakdown</h2>Eylea HD sales climbed 66% in the fourth quarter as strong demand lifted volumes, though gains were partly offset by lower pricing. In contrast, sales of the Eylea declined 52% amid competitive pressure, a shift of patients to the high-dose version, and affordability-driven use of cheaper alternatives, the company said.Eylea is a prescription medicine injected into the eye to treat conditions like Wet Age-Related Macular Degeneration (Wet AMD) and Diabetic Macular Edema (DME). Eylea HD is a higher-dose and longer-lasting version of Eylea.Sanofi collaboration revenue rose 35% as the company received a larger share of profits from jointly commercialized antibody drugs, driven primarily by stronger sales of Dupixent, used to treat eczema.“In the fourth quarter, we secured label expansions and new filler solutions for EYLEA HD, further enhancing its commercial potential. Dupixent received new approvals in Japan and Europe and is currently the most widely used innovative branded antibody medicine, with over 1.4 million active patients worldwide,” said Leonard S. Schleifer, President and CEO of Regeneron.The company also forecast non-GAAP R&amp;D costs of $5.90-$6.10 billion for full-year 2026, significantly higher than $5.15 billion in FY2025. The company has around 45 product candidates in clinical development, it added.<h2 class="st-heading-2">Stock Watch</h2>On Thursday, TD Cowen raised its price target on Regeneron to $820 from $800 and maintained a ‘Buy’ rating. This implies a&nbsp;12%&nbsp;upside&nbsp;from the current trading price.The stock has gained 9.2% over the past year, but is down 3.2% year to date.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/silver-sees-sharp-decline-as-dollar-gains/cmyS0BER4Sb"> Silver Plummets 18% After Weeks Of Relentless Rally – AG, HL, PAAS Stocks Also Dragged Lower&nbsp;</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Regeneron Pharmaceuticals company logo is displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Regeneron’s New Growth Engine Is Starting To Show – But Core Eylea Weakness Weighs On REGN Stock 

Fourth-quarter revenue increased 3% from a year earlier to $3.88 billion, topping Wall Street expectations of $3.78 billion, according to Fiscal.ai data.

A High-Dose Bet Is Paying Off For Regeneron, But Core Eylea Weakness Caps Upside

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.

<ul class="summary-bullets"><li>FDA approval of Wegovy’s oral formulation gives Novo Nordisk an early lead in a potentially large new segment of the weight-loss market.</li><li>&nbsp;Pricing pressures, supply constraints, and intensifying competition from Lilly continue to be headwinds for the stock.</li><li>Sustained stock upside will depend on pill adoption, margin discipline, and the company’s ability to reaccelerate growth after a sharp reset.</li></ul>Novo Nordisk’s (NVO) year started on a sour note, as a broader stock uptrend seen since 2017 stalled and it began a steady descent, dragged by a host of factors. With the company likely to be the first to market with an oral diabetic pill following the U.S. FDA’s nod for the same, investors hope the stock may have hit bottom and is positioned to turn a new leaf in the new year.For the year-to-date period,&nbsp;<a href="https://stocktwits.com/symbol/NVO">Novo Nordisk’s stock</a> is down nearly 43%, while from its February peak, it is down a steeper 50%.&nbsp;That sets it on track for its worst year since 1984, according to Koyfin data.<img src="https://news.stocktwits-cdn.com/NVO_1_YEAR_Return_png_86f6e1f305.webp" alt="NVO 1 YEAR Return.png">Source: Koyfin<h2 class="st-heading-2">What Ailed NOVO Stock?</h2>Novo may have revolutionized the obesity drug race with its semaglutide diabetes drug, which was marketed as Ozempic. Initially, Ozempic was used off-label for weight loss before the Danish company gained regulatory approval for a higher dose of semaglutide, under the brand name Wegovy, exclusively for treating obesity.The weight-loss drug maker’s fortunes have since taken a turn for the worse. Citing lower growth for its GLP-1 treatment in diabetes and obesity, the company trimmed its 2025 forecast for the third time this year. To make matters worse, the company had to agree to a price cut for the direct-to-consumer sales in the U.S. to align with the Trump administration’s efforts to make drugs accessible and affordable.To make matters worse, late-stage trial results for NOVO’s next-generation drug CargiSema failed to resonate with investors, exerting further downward pressure on the stock.<h2 class="st-heading-2">Weight-Loss — Panacea For Stock?</h2>At least, the stock reaction to the FDA nod for the pill formulation of Wegovy suggests investors are optimistic about Novo Nordisk’s newest opportunity. The stock was up nearly 8% in the premarket session on Tuesday. If the premarket move holds in the regular session, the stock is on track for its best day in nearly a year. Lilly (LLY), which has taken a lead over Novo Nordisk in the obesity drug race, fell 0.71% in the premarket.Retail sentiment toward the stock has turned ‘extremely bullish’ following the release of the data, reversing from the ‘bearish’ mood seen a day ago.&nbsp;<figure class="image"><img style="aspect-ratio:716/442;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_7_18_06_AM_png_a08b931f72.webp" alt="Screenshot 2025-12-23 at 7.18.06 AM.png" width="716" height="442"></figure>A retail watcher&nbsp;<a href="https://stocktwits.com/Promisbarber/message/639949439">lauded</a> the approval as “great” but remained cautious. “But supply, pricing, and competition still matter,” they said. Another user&nbsp;<a href="https://stocktwits.com/showtime1/message/639949319">expects</a> the stock to go up by 30%.<h2 class="st-heading-2">The Road Ahead For Novo Nordisk</h2>According to McKinsey, nearly one in three adults in the U.S., or about 100 million people, meet the clinical criteria for obesity. Add to this the 900 million people worldwide, and the addressable opportunity swells. And a bulk of this target population will likely gravitate toward an oral pill.Citing analysts, a Reuters report <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/novo-nordisk-wins-us-approval-weight-loss-pill-2025-12-22/">said</a>, by 2030, pills may account for about 20% of the market, driven by demand from patients who prefer easier, non-invasive therapies. Christopher Chrisman, a managing director and partner at consultancy BCG, reportedly said:“The pills will not displace or replace the injections," said Christopher Chrisman, a managing director and partner at consultancy BCG, adding some patients may prefer to continue with weekly injections. But pills offer clear advantages to some people. There's travel convenience and no need for a fridge.”The 1.5-mg starting dose of the Wegovy pill will be available in early January. Reuters also said Novo and Lilly had agreed to offer starter doses of their weight‑loss pills at $149 per month for the U.S. government Medicare and Medicaid health insurance programs and to cash-paying customers via the White House's direct-to-consumer TrumpRx site.Novo Nordisk now has a lead over Lilly's oral pill to be sold under the brand name “Orforglipron,” a late-stage candidate. Lilly has filed for regulatory approval of the obesity pill.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/quantum-trade-heating-up-retail-thinks-2026-could-be-real-payoff/cLepm6CREuF">The Quantum Trade Is Heating Up Again — And Retail Thinks 2026 Could Be The Real Payoff</a>

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

Novo Nordisk’s Worst Year In Over Four Decades May Be Ending — Thanks To A Weight-Loss Pill

NVO has suffered a steep year-to-date decline amid slowing GLP-1 growth, pricing pressure, and investor disappointment over its pipeline, but year-end has brought some good news for the company.

<ul class="summary-bullets"><li>Global obesity-drug sales could exceed $130–150B by the mid-2030s, driven by GLP-1/GIP drugs and expanding access beyond the U.S.</li><li>Lilly strengthens its leadership with a deep pipeline, while Novo faces slowing growth, price cuts, and disappointing CargiSema data.</li><li>New entrants—from Wave Life Sciences to Amgen, AstraZeneca, and Pfizer—intensify competition in an expanding market.</li></ul>The weight-loss category has emerged as pharma’s new sweet spot, propelling Eli Lilly (LLY) to become the first trillion-dollar&nbsp;healthcare company. The momentum hasn’t been limited to the giants—several smaller players have also surged on the back of their obesity drug pipelines. The scramble for dominance in weight-loss therapeutics now mirrors the AI arms race in tech, with companies pouring capital, talent, and research into a market too transformative to ignore.<a href="https://stocktwits.com/symbol/WVE">Wave Life Sciences Ltd.’s (WVE) shares</a> jumped nearly 150% on Monday after the small-cap biotech announced positive interim early-stage trial data for its obesity treatment candidate, codenamed “WVE-007.” Wall Street went gaga over the data, with the stock receiving a raft of generous price target raises and even a few upgrades.&nbsp;<h2 class="st-heading-2">Anti-Obesity Drug Market — Bulky Opportunity</h2>The weight-loss drug market is currently essentially a duopoly — one dominated by Danish pharma giant Novo Nordisk (NVO) and Lilly. But there are hordes of other large-cap pharma giants and small fries waiting in the wings. But is the field lucrative enough to justify the strong interest?Morgan Stanley in May raised its global weight-loss medication market estimate for 2035 to $150 billion, calling it the peak potential, up from $105 billion. If the forecast proves accurate, the market is expected to grow exponentially, from $15 billion in 2024. According to the firm’s analyst Terence Flynn, “We believe we are now at an inflection point for the broadening of obesity drugs’ use, which will extend beyond the U.S. to larger numbers of patients globally.”Coherent Market Insights puts the global market opportunity at $82.55 billion by 2032, growing at a compounded annual growth rate (CAGR) of 18% from $25.87 billion in 2025. Health information technology company IQVIA estimates the anti-obesity medication market to grow at a CAGR of 13-15% to $130 billion by 2034.<h4 class="st-heading-4" style="text-align:center;">Obesity Drug Market: Rapid Growth Through 2035</h4><img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_09_at_3_48_53_AM_png_f0daa98697.webp" alt="Screenshot 2025-12-09 at 3.48.53 AM.png">Source: IQVIAAccording to McKinsey, nearly one in three adults in the U.S., or about 100 million people, meet the clinical criteria for obesity. Add to this the 900 million people worldwide, and the addressable opportunity swells.Currently, the market is dominated (96%) by a class of drugs called glucagon-like peptide (GLP-1)/glucose-dependent insulinotropic polypeptide (GIP) receptor agonists. These are injectable drugs that mimic natural gut hormones (GLP-1 and GIP) to slow digestion, reduce appetite, and lower blood sugar. Dual-class agonists, such as Lilly’s Zepbound (chemically, tirzepatide), combine agonist activity to produce a better effect by working synergistically in the brain and gut.Some of the other modalities used by currently marketed drugs and those in development are:<ul><li>Lipase inhibitors (block fat-digesting enzymes in the gut)</li><li>Appetite suppressants (target specific genes/receptors for hunger)</li><li>Hormone/analog-based agents (slow gastric emptying)</li><li>Genetic/receptor-targeted therapies (used for rare forms of obesity; work by regulating via the central nervous system)</li></ul>Wave Sciences’s WVE-007 uses RNA interference (RNAi) to silence the INHBE gene, thereby reducing Activin E protein levels and promoting fat burning.<h2 class="st-heading-2">Lily Soars, Novo Lags</h2>Novo Nordisk may have revolutionized the obesity drug race with its semaglutide diabetes drug, which was marketed as Ozempic. Initially, Ozempic was used off-label for weight loss before the Danish company gained regulatory approval for a higher dose of semaglutide, under the brand name Wegovy, exclusively for treating obesity.The company has further beefed up the portfolio with Saxenda, an injectable formulation used in adults and some adolescents.Novo Nordisk has also filed for regulatory approval for an oral formulation of its obesity drug and a long-acting GLP-1 analogue intended as a once-weekly treatment for obesity. The company also has several other candidates in various stages of development, including its next-generation drug candidate CargiSema.&nbsp;The weight loss credentials of CargiSema, gleaned from two late-stage trial results, haven’t lived up to the hype, serving as a drag on the stock. The company has, however, maintained that it is on track to file a regulatory submission in the first quarter of 2026.Rival Lilly’s has an FDA-approved obesity treatment, Zepbound, and its diabetes drug Mounjaro is also used to treat obesity. The company’s obesity pipeline is brimming with activity, including:&nbsp;<ul><li>Once-daily, oral GLP-1 receptor agonist Orforglipron (Phase 3 development)</li><li>Triple-acting injectable incretin called Retatrutide (targeting GLP1+GIP and glucagon receptors)</li><li>Once-weekly injectable late-stage candidate Eloralinitide</li><li>Mid-stage Bimagrunab that came into its stable through its Versanis Bio buy (works by reducing fat mass even while preserving muscle mass)</li></ul>Novo Nordisk’s weight-loss drug’s charm has since then declined. Citing lower growth for its GLP-1 treatment in diabetes and obesity, the company trimmed its 2025 forecast for the third time this year. To make matters worse, the company had to agree to a price cut for the direct-to-consumer sales in the U.S. to align with the Trump administration’s efforts to make drugs accessible and affordable.The slowing sales of this money-spinning portfolio led to the ouster of Lars Fruergaard Jorgensen in May. The board explicitly stated that the exit was due to market challenges it faced and the resulting decline in the stock price since mid-2024.Here’s a look at how obesity portfolios of both companies have fared:<img src="https://news.stocktwits-cdn.com/How_Much_Revenue_Do_Novos_Obesity_Drugs_Generate_jpg_9b42c387d7.webp" alt="How_Much_Revenue_Do_Novos_Obesity_Drugs_Generate.jpg"><img src="https://news.stocktwits-cdn.com/How_Much_Revenue_Do_Novos_Obesity_Drugs_Generate_jpg_5e73990a2a.webp" alt="How_Much_Revenue_Do_Novos_Obesity_Drugs_Generate.jpg">Source: Fiscal.ai*Ozempic and Mounjaro sales may not be entirely attributable to the obesity indication since they are used off-label for the indication.On Monday, JPMorgan slashed its price target for Novo Nordisk by 30% but maintained an ‘Overweight’ rating, the Fly reported. Argus downgraded the stock to ‘Hold’ from ‘Buy,’ citing the loss of share in the GLP-1 drug market and the price cuts in the U.S. The firm also flagged potential generic competition in some international markets and the lukewarm results from ongoing trials of pipeline candidates.&nbsp;On the other hand, Eli Lilly stock received a price target hike from Guggenheim to $1163 from $1,036. The firm said the action followed the updation of its models for the two obesity drug rivals to reflect prescription trends, GLP-1 pricing updates, and announcements.&nbsp;The stock prices of <a href="https://stocktwits.com/symbol/LLY">Lily</a> and <a href="https://stocktwits.com/symbol/NVO">Novo Nordisk</a> have captured the reversing fortunes of both companies.&nbsp;<img src="https://news.stocktwits-cdn.com/LLY_VS_NVO_Stock_png_8157958009.webp" alt="LLY VS NVO Stock.png">Source: Koyfin<h2 class="st-heading-2">Other Players Knocking On The Door</h2><ul><li>Amgen - MariTide (Phase 3)</li><li>Boehringer Ingelheim - Survodutide (Phase 3)</li><li>AstraZeneca - AZD-6235, AZD-5004 (Phase 2)</li><li>Arrowhead - ARO-ALK7 (Phase 2)</li><li>Regeneron - Trevogrumab (Phase 2)</li><li>Roche - RG-6640 (Phase 2)</li><li>Pfizer - PR-07976016 (Phase 2)</li><li>Viking - VK-2735 (Phase 2)</li></ul><h2 class="st-heading-2">The Future</h2>Drugmakers see the shift from injectables to oral formulations as the holy grail of obesity treatment. Lilly and Novo Nordisk both have an oral drug candidate in late-stage development. The latter could leave the worst behind and regain its lead if it can convince regulators of Cargisema's efficacy and safety.&nbsp;Morgan Stanley sees the supply, additional clinical benefits for other diseases, expanded payer coverage, pill formulation and more efficient delivery mechanisms as factors that can increase the uptake of the obesity drugs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-freeze-amid-fresh-trump-tariff-threats-fed-jitters/cLIr8v9REZ5">Nasdaq, S&amp;P 500 Futures Freeze As Fresh Trump Tariff Threats On Mexico, India Collide With Fed Jitters — Strategist Warns Santa Rally Looks Unlikely</a>

Woman using Semaglutide injection pen. - stock photo

The 2025 Weight-Loss Drug Gold Rush: How Eli Lilly Pulled Ahead, Novo Hit A Snag — And A Swarm Of Biotech Underdogs Are Closing In

The obesity-drug boom is reshaping pharma, with Lilly surging ahead, Novo stumbling, and a wave of emerging players racing to capture a massive, fast-growing global market.

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.


THNR
Amplify Weight Loss Drug & Treatment ETF

Feed

News

Sentiment

Fundamentals

Info

Compact View

Latest THNR News

THNRAmplify Weight Loss Drug & Treatment ETF