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Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is experiencing a wave of bullish sentiment driven by speculation around institutional partnerships and the potential for regulatory progress, leading many in the community to anticipate a significant price breakout. While some investors are actively accumulating in hopes of long-term gains, others are wary of historical volatility and ongoing debates about supply dilution, fueling a polarized discussion between those holding for a rally and those bracing for potential pullbacks.

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

Dogecoin

Dogecoin is trending as investors react to bullish technical indicators and persistent speculation surrounding potential integration with X's payment system. While many in the community are actively debating whether this is a sustainable breakout or another typical pump-and-dump cycle, social media sentiment remains highly charged with anticipation for future adoption.

The Aircoin memecoin was born from a viral Twitter post from March, 2014 which proclaimed the following:   Evolution: 1. Aircoin 2. Fartcoin 3. Artcoin  Aircoin was launched in August, 2025 and CTO'd twice, with the second CTO team bringing vast experience and expertise to the project. The team includes industry veterans and visual arts professionals.  Aircoin is destined for greatness as a premier memecoin on the BONK.fun platform.

aircoin

Aircoin is generating significant momentum on the Solana blockchain as investors highlight the project's unique supply-locking mechanism and a deeply committed community. Traders are actively discussing the token's resilience during market volatility, focusing on its potential for long-term growth and its reputation as a standout narrative within the meme coin sector.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

The biotech sector is experiencing a significant rotation as investors shift capital into late-stage clinical names and companies with de-risked pipelines, driven by high institutional accumulation and expectations for a surge in M&A activity. Market participants are specifically focused on structural breakouts in key stocks, fueled by positive regulatory progress, milestone catalysts, and short-interest imbalances.

The 401jK (just kidding) meme is a satirical punch in the gut in the face of the concept of retirement and the popular US based 401(k) retirement plan and other pension plans around the world  Through the meme fueled humor, irony, satire &amp; inspiration from cypherpunk ideology, real life data, and current events... the 401jK community aims to comment on the fact that global markets are heavily manipulated for selfish purposes by the same people who control these pension funds... while also aiming to twist the heads of the 401k and global pension systems.  It is a retirement plan that seeks to make social, political, economic commentary fueled by the memes and dreams of the hive mind of the community that makes up 401jK  The rules have changed, and the game was always rigged.  It's time to wake up, adapt, rebel, and heal.  Welcome to 401jK

401jK

401jK is capturing market attention as a grassroots movement driven by an anti-establishment narrative that encourages retail investors to reject traditional retirement models in favor of community-led wealth creation. The project is actively building momentum through a mix of viral meme campaigns, IRL guerrilla marketing, and educational initiatives that resonate with investors seeking to protest perceived financial corruption.

Bakkt, Inc. is building the backbone of next-generation financial infrastructure. The company provides solutions that enable institutional participation in the digital asset economy, spanning Bitcoin, tokenization, stablecoin payments, and AI-driven finance. Bakkt was founded in 2018 and is headquartered in New York, NY.

Bakkt Inc. - Ordinary Shares - Class A

Bakkt Holdings Inc

Bakkt is experiencing significant market interest and price volatility, with investors speculating on potential institutional partnerships and strategic positioning within the crypto-payment ecosystem. The community is actively debating the impact of recent capital raises and the upcoming Investor Day, with opinions sharply divided between those anticipating a major fundamental re-rating and those concerned about ongoing dilution risks.

Bitwise XRP ETF - Common Shares Of Beneficial Interest

Bitwise XRP ETF

XRP is generating significant market activity as institutional interest accelerates through the launch of multiple spot ETFs, while retail investors remain sharply divided over its long-term utility versus recent price volatility. The community is actively debating the impact of these new financial products on liquidity and price action while monitoring ongoing regulatory developments.

What is DAG? In more traditional blockchains, the host provides the food/drinks (i.e resources) for this party. And when the guests arrive, the amount of resources can only accommodate so many people, the portions are small and then everything eventually runs out and the party ends. Think Constellation DAG like a potluck (a party where everyone brings food/drinks). With every added guest (node to the network), the more resources the party has to keep going. This is the nature of Constellation, a distributed system that scales horizontally.  Is Constellation a Blockchain? Not exactly. Although inspired by the principles of decentralization, many standard blockchains such as Bitcoin and Ethereum face scalability issues. This is why the next, generation of decentralized networks such as Hashgraph, IOTA, and Constellation have turned to DAG.  What is a Microservice? “Microservices” is an approach to application development in which a large application is built as a suite of modular services. Each module supports a specific business goal and uses a simple, well-defined interface to communicate with other sets of services. Uber, for example, is not a singular app purse. It is a unified app which means it is a single interface that brings together their driver app, their rider app, and their corporate team app.

Constellation

Constellation (DAG) is attracting significant community attention due to its focus on enterprise-grade data validation, notably its ongoing collaboration with the U.S. Department of Defense and recent integration of its Digital Evidence product with major partners. Investors are discussing the project's pivot toward real-world infrastructure applications and the potential liquidity benefits from its expanded accessibility on major exchanges, framing it as a long-term play within the data-centric blockchain space.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan D. Green on March 5, 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending as investors digest news of its strategic partnership with NVIDIA to accelerate AI-driven mobility and autonomous fleet development. The community is heavily debating the stock's valuation and long-term potential, with bullish sentiment focused on upcoming earnings and aggressive buyback plans, while bearish voices remain skeptical regarding competitive pressures from Uber and the broader ride-sharing sector.

Grayscale Bitcoin Mini Trust ETF - Common units of fractional undivided beneficial interest

Grayscale Bitcoin Mini Trust ETF

Bitcoin is experiencing heightened volatility and intense debate as investors weigh the impact of recent geopolitical tensions in the Middle East against ongoing institutional accumulation. While some market participants express concerns over a breakdown of technical support levels, others interpret the pullback as a buying opportunity fueled by steady ETF inflows and the resilience of long-term institutional demand.

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<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.


NVO Wins FDA Approval for MASH Treatment: ETFs Likely to Gain

NVO rose about 4% on Aug. 18, 2025, after Wegovy won FDA approval as the first GLP-1 therapy for MASH, expanding its reach beyond obesity and diabetes. NVO-heavy ETFs like OZEM, THNR and PPH should benefit from this trend. 

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