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Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2.

Aerodrome Finance

Aerodrome Finance is gaining traction as a primary liquidity hub on the Base network, with the community closely tracking the upcoming Velodrome merger and institutional buying activity. Investors are actively debating the protocol's sustainability and revenue-generating model, viewing it as a pivotal beta play for broader ecosystem growth.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is currently capturing community attention as investors debate its long-term utility versus its recent stagnant price action, with many closely watching for legislative developments like the Clarity Act. The community remains deeply polarized, oscillating between high-conviction accumulation based on institutional adoption news and skepticism fueled by the token's struggle to break out of its current trading range.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

The iShares Semiconductor ETF (SOXX) is currently trending as investors debate whether its historic string of consecutive green days reflects an unstoppable AI-driven supercycle or a parabolic bubble nearing a sharp mean reversion. Community sentiment is deeply bifurcated, with some traders citing 'nosebleed' technical levels and looming geopolitical uncertainty as catalysts for a major correction, while others advocate for continued bullish exposure driven by hyperscaler spending commitments.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. 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

MicroStrategy is seeing heightened activity as investors weigh the impact of its aggressive Bitcoin treasury strategy against concerns regarding share dilution and the sustainability of its dividend payments. The community remains sharply divided, with bulls pointing to the company's role as a leveraged Bitcoin proxy in anticipation of future market growth, while bears continue to highlight financial risks and volatility.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and social media users fiercely debate a high-profile security incident involving an assassination attempt at the White House Correspondents' Dinner. The community is deeply polarized, with many users speculating whether the event was a staged distraction from broader political controversies while others focus on concerns regarding secret service security failures and the ongoing volatility of the stock.

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

The AIRCOIN community is rallying around its long-term project viability, highlighting significant on-chain token locks, a transparent treasury, and sustained holder retention. Supporters are positioning the asset as a durable alternative to transient meme trends by emphasizing the team's historical track record and the project's consistent, multi-month development cycle.

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

MercadoLibre Inc

MercadoLibre is currently being monitored by the community as a key long-term compounder, with investors actively debating its strategic trade-offs between aggressive ecosystem reinvestment and near-term margin pressure. Despite recent volatility and analyst price target adjustments, sentiment remains focused on the company's dominant fintech and e-commerce position in Latin America, fueling consistent interest in identifying optimal entry points for long-term holding.

iShares Inc. - iShares MSCI South Korea ETF

iShares MSCI South Korea ETF

The iShares MSCI South Korea ETF ($EWY) is trending as investors capitalize on the robust global demand for high-bandwidth memory (HBM) and DRAM chips, which are essential for AI data center expansion. Community discussions emphasize the ETF's heavy concentration in sector leaders like Samsung and SK Hynix, with many participants framing the index as a critical proxy for the ongoing AI infrastructure supercycle.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

The $TRUMP crypto token is currently trending as investors debate the impact of the Mar-a-Lago gala and broader volatility sparked by escalating geopolitical tensions. The community remains highly polarized, with intense discourse centering on allegations of fraud, internal party political conflicts, and the ongoing viability of Trump-linked assets in the current market environment.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently experiencing a period of intense volatility and high-volume momentum as market participants aggressively debate whether the stock is an AI infrastructure powerhouse or a bubble in the making. While bullish community members point to its central role in next-generation CPU architecture and recent custom silicon initiatives, many traders are raising concerns over its elevated P/E multiples and the tendency for the stock to experience sharp pullbacks following speculative rallies.

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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.


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