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Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is currently in the spotlight as investors weigh its pivot toward the high-growth AI infrastructure market against mixed financial performance. The community is heavily focused on the company's reinstated bookings guidance and reports of significant capacity interest from major hyperscalers, leading to a polarized debate between long-term bullish sentiment and concerns over near-term revenue volatility.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is generating buzz as investors weigh the strategic implications of its controlling shareholder's acquisition of Blue Bottle Coffee against ongoing speculation regarding a potential U.S. relisting. While some community members express frustration over low trading volume and price volatility, others argue that the company's aggressive expansion and dominant position in the Chinese market present a deep-value opportunity for patient holders.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is currently trending as investors focus on the upcoming earnings report and expectations for fiscal 2027 guidance and royalty backlog updates. The community remains highly polarized, with intense debate between long-term "believers" who highlight QNX's role in the software-defined vehicle market and skeptics who express frustration over stagnant stock performance and past revenue trends.

Soleno Therapeutics, Inc. operates as clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel therapeutics for the treatment of rare diseases. It focuses on the treatment of metabolic and neurobehavioral disorder. It offers its lead candidate, Diazoxide Choline Controlled-Release (DCCR), an oral tablet for the treatment of Prader-Willi Syndrome (PWS). The company was founded on August 25, 1999 and is headquartered in Redwood City, CA.

Soleno Therapeutics Inc

Soleno Therapeutics is currently trending after receiving FDA approval for VYKAT XR, the first and only treatment for hyperphagia in Prader-Willi syndrome, triggering a major rally and intense community speculation regarding potential buyout interest. Investors are closely monitoring the commercial launch strategy and the company's valuation, as many compare the setup to previous rare disease success stories while discussing the stock's long-term momentum.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as investors react to a second round of subscription price increases across all tiers, a move aimed at boosting margins and funding a massive content budget. The stock is exhibiting notable relative strength, with community members actively discussing a potential breakout toward the 100 level and debating whether this pricing power effectively offsets broader streaming sector headwinds.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is experiencing significant volatility and intense community debate following a reverse stock split, with retail investors deeply divided between those betting on a potential short squeeze driven by institutional interest and those capitulating due to a lack of clear management guidance. While some traders view the current depressed price as an oversold buying opportunity, others are actively shorting the stock, citing ongoing concerns about the company's financial transparency and competitive position.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is currently a major focus for investors as it balances a record-breaking revenue quarter and a significant share repurchase program against continued skepticism regarding production scaling and testing delays. While the community remains sharply divided, sentiment is currently driven by discussions around the potential for an upcoming purchase order for its high-energy-density batteries and the technical challenges the company faces in reaching mass production.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology (STX) is trending as institutional analysts aggressively upgrade price targets, citing a structural expansion in the hard disk drive cycle and sustained hyperscaler demand. While the stock has seen significant volatility, community discussion remains divided between those betting on long-term data center supply shortages through 2028 and others cautioning against an overheated memory sector.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible is generating significant community buzz driven by its low circulating supply and market cap, which proponents believe positions the token for a massive supply shock if volume spikes. While some investors express skepticism regarding its historical performance and lack of adoption, others are actively accumulating in anticipation of a potential breakout fueled by its DeFi and NFT platform integration.

Avalanche is a high throughput smart contract blockchain&nbsp;platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

Avalanche is currently a major focus for traders as the community reacts to its recent ETF launch and ongoing discussions surrounding its potential role in real-world asset tokenization. Investors are actively debating the token's price action and long-term utility against a backdrop of broader market volatility and anticipation for upcoming regulatory developments.

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<ul class="summary-bullets"><li>Last year, Financial Times reported that big pharma company Merck had attempted to acquire MoonLake for over $3 billion though the approach was rejected.</li><li>MoonLake over the weekend announced that two of its late-stage trials in Hidradenitis suppurativa (HS) showed that clinical responses continue to improve to Week 40.</li><li>Currently, FDA approved medicines for HS include Novartis’s Cosentyx and AbbVie’s Humira.</li></ul>Shares of MoonLake Immunotherapeutics (MLTX) garnered retail interest on Tuesday on the heels of the company announcing long-term results from its late-stage clinical trials in moderate-to-severe hidradenitis suppurativa.On Stocktwits, retail sentiment around MLTX stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.A Stocktwits user highlighted optimism for a buyout for MoonLake, highlighting other recent mergers and acquisitions in the pharma industry, such as Biogen’s buyout of Apellis.<stembedurl>https://www.stocktwits.com/Bigpapa46/message/649036046</stembedurl>Last year, Financial Times reported that big pharma company Merck had attempted to acquire MoonLake for over $3 billion though the approach was rejected.Another user said that they are eyeing the stock breaching $19 levels.<stembedurl>https://www.stocktwits.com/Mr_GA/message/649091749</stembedurl>Yet another lauded the stock as the “Best buy in clinical biopharma,” while adding that it guarantees a “massive payday.”<stembedurl>https://www.stocktwits.com/Creisi/message/649090006</stembedurl><h2 class="st-heading-2">MoonLake’s Recent Data Reveal</h2>MoonLake over the weekend announced that two of its late-stage trials in Hidradenitis suppurativa (HS) showed that clinical responses continue to improve to Week 40, with 62% of patients treated with sonelokimab (SLK) achieving 75% reduction in abscess and inflammatory nodule count. Hidradenitis suppurativa (HS) is a chronic, noncontagious inflammatory skin condition causing painful, recurring lumps and abscesses, often leading to scarring and tunnels under the skin.According to MoonLake, the data sets a new standard in long-term lesion control of HS as approved drugs only reported similar reduction in symptoms for about 40% and 60% of subjects, respectively, at the 1-year mark of their respective pivotal trials.Currently, FDA approved medicines for HS include Novartis’s Cosentyx and AbbVie’s Humira.According to data from Koyfin, 12 of the 16 analysts covering MLTX rate it ‘Buy’ or higher while two rate ‘Hold’ and the remaining two rate it ‘Sell.’ The 12-month average price target on the stock is at $26.71, representing a potential upside of about 41%.<a href="https://stocktwits.com/symbol/MLTX">MLTX stock</a> slumped 52% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-rallies-in-anticipation-of-upbeat-q1-delivery-numbers-after-america-expansion-efforts/cZE5cWMRIVp">Nio Stock Rallies In Anticipation Of Upbeat Q1 Delivery Numbers After America Expansion Efforts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

MLTX Stock Garners Retail Attention On Buyout Speculation, Positive Skin Condition Trial Data

A Stocktwits user highlighted optimism for a buyout for MoonLake, highlighting other recent mergers and acquisitions in the pharma industry, such as Biogen’s buyout of Apellis.

Equity

A Stocktwits user highlighted optimism for a buyout for MoonLake, highlighting other recent mergers and acquisitions in the pharma industry, such as Biogen’s buyout of Apellis.


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

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

Stagflation Scare? ETFs May Help Protect Your Portfolio

Are stagflation risks returning as oil-driven inflation rises amid Middle East tensions? Here's how ETFs can help defend portfolios.

<ul class="summary-bullets"><li>The company stated that its trial demonstrated that 55% of the patients showed a 30% or greater reduction in lesion size compared to the control group.</li><li>Ocugen also noted a 27% slower rate of damage to important eye cells, which is linked to better vision.</li><li>The company also added that a subgroup analysis showed a 33% reduction in lesion growth compared to the control group in the medium-dose OCU410, while similar reductions were observed in the high-dose group.</li></ul>Ocugen Inc. (OCGN) shares tanked more than 13% in Tuesday’s opening trade after the company announced an update in its gene therapy trial for geographic atrophy (GA) secondary to dry age-related macular degeneration (dAMD).Ocugen said 12-month Phase 2 trial data showed its drug OCU410 significantly reduced lesion growth at the dose planned for Phase 3.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/OCGN">Ocugen</a> trended in the ‘neutral’ territory, with message volumes at ‘high’ levels.<h2 class="st-heading-2">What Did Ocugen Announce?</h2>Ocugen stated that its trial demonstrated that 55% of the patients in the study showed a reduction of 30% or more in the lesion size when compared to the control group. The company also noted that there was a 27% slower rate of damage to important eye cells, which is linked to better vision.Ocugen also added that a subgroup analysis showed 33% reduction in lesion growth compared to the control group in medium dose OCU410, while similar reductions were observed in the high dose group.“We have confirmed robust treatment effect from a well-controlled Phase 2 trial of a genetic medicine for GA. Now we can move on to Phase 3 with a high degree of confidence,” said Ocugen CEO Shankar Musunuri.The company stated that the global prevalence of dAMD is 266 million, while GA affects approximately up to three million people in the U.S. and Europe. The company says this number is expected to increase significantly as populations age.GA is an advanced stage of dAMD marked by progressive damage to the macula, resulting in permanent loss of central vision.Ocugen said that there were no OCU410-related serious adverse events observed in the Phase 2 trial. It also said that there were no cases of endophthalmitis, retinal detachment, vasculitis, choroidal neovascularization, or ischemic optic neuropathy reported to date.<h2 class="st-heading-2">What Does Ocugen Do?</h2>Ocugen is a Malvern, Pennsylvania-based biotechnology company that is developing novel gene therapies to address major blindness diseases.OCU410 is an investigational gene therapy injected under the retina that delivers RORA, a protein that controls key pathways involved in protecting and maintaining the retina.<a href="https://stocktwits.com/symbol/OCGN">OCGN stock</a> is up 36% year-to-date and 187% over the past 12 months. The S&amp;P Kensho New Economies Composite ETF (KOMP) is up 21% over the past 12 months, while the Vanguard Health Care Index Fund ETF Shares (VHT) is down 1%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-li-stock-rising-today/cZ3nKYIRIKv">China’s Tesla Rival Li Auto Announces $1 Share Repurchase Program — LI Stock Gains</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of US biotechnology company Ocugen Inc is displayed on a smartphone

OCGN Stock Tanks After Gene Therapy Trial Update — What Did Ocugen Announce?

Ocugen said 12-month Phase 2 trial data showed its drug OCU410 significantly reduced lesion growth at the dose planned for Phase 3.

Middle East Turmoil and U.S. Debt Surge: ETFs in Focus

With U.S. budget deficits and already elevated debt, the ongoing Middle East war could worsen the fiscal outlook, making defensive ETF strategies worth considering for stability.

ETFs to Play as Oil Surges Past $110 on Middle East Conflict 

Oil above $110 amid Middle East conflict is rattling markets. Here are ETF strategies -- from dividends and defensives to commodities -- that could help navigate the volatility.

<ul class="summary-bullets"><li>CorMedix’s Q4 revenue included $91.2 million from DefenCath sales and $37.4 million from the Melinta portfolio.</li><li>Total operating expenses for Q4 rose to $48.2 million, up 181% year-on-year.</li><li>CorMedix ended 2025 with $148.5 million in cash, cash equivalents, and short-term investments.</li></ul>CorMedix Inc. (CRMD) stock gained attention on Thursday, after the company announced its fourth-quarter (Q4) and full-year financial results for 2025, reporting a 312% year-on-year (YoY) jump in revenue.&nbsp;The company reported Q4 revenue of $128.6 million and an earnings per share (EPS) of $0.16. Though CorMedix’s revenue surpassed analysts’ consensus estimate of $127 million, EPS came in way below the estimated $0.82, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2><a href="https://stocktwits.com/symbol/CRMD">CorMedix stock</a> traded over 11% lower on Thursday morning. However, on Stocktwits, retail sentiment around the stock flipped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘high’ from ‘low’ in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_092009_png_aaa43e3104.webp" alt="CRMD’s Sentiment Meter and Message Volume as of 09:50 a.m. ET on Mar. 5, 2026 | Source: Stocktwits" width="930" height="102"><figcaption>CRMD’s Sentiment Meter and Message Volume as of 09:50 a.m. ET on Mar. 5, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said they are going long on the stock and hope to keep it until it climbs back to double digits.<stembedurl>https://stocktwits.com/JamesTiberius/message/646666139</stembedurl><h2 class="st-heading-2">Revenue Growth Driven by DefenCath and Melinta Acquisition</h2>CorMedix’s Q4 revenue included $91.2 million from DefenCath sales and $37.4 million from the Melinta portfolio. The Melinta revenue reflects the company’s first full quarter of contribution since its August 2025 acquisition.&nbsp;Total operating expenses for Q4 rose to $48.2 million, up 181% YoY. The expense increase primarily stems from the Melinta acquisition and includes $4.1 million in one-time costs, such as severance and integration expenses.&nbsp;<blockquote>“I am proud of the company’s progress over the past year as we have accelerated the expansion of patient access for DefenCath, completed our acquisition and integration of Melinta, and saw progress in our two ongoing Phase 3 clinical programs for Rezzayo prophylaxis and DefenCath in TPN.”-Joe Todisco, Chairman and CEO, CorMedix&nbsp;</blockquote>CorMedix ended 2025 with $148.5 million in cash, cash equivalents, and short-term investments, excluding restricted cash.CRMD stock has declined by over 37% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/help-stock-tanks-despite-strong-phase-2-results-for-anxiety-treatment-retail-buys-the-dip-ignoring-market-s-pessimism/cZdQHEpRI3O">HELP Stock Tanks 22% Despite Strong Phase 2 Results For Anxiety Treatment: Retail Buys The Dip Ignoring Market’s Pessimism</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the CorMedix logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Why Did CRMD Stock Tumble Over 11% Today?

The company reported mixed Q4 results with a revenue of $128.6 million and earnings per share of $0.16. 

<ul class="summary-bullets"><li>The clinical trial included 36 participants who continued taking existing medications for generalized anxiety disorder while receiving HLP004 injections.</li><li>Researchers administered two doses three weeks apart and monitored participants for 12 weeks.</li><li>Six months after treatment, about 67% of the combined study group met the criteria for a clinical response.</li></ul>Helus Pharma (HELP) announced encouraging early-stage clinical results for its experimental anxiety treatment HLP004 on Thursday, reporting notable symptom improvement among patients with moderate-to-severe generalized anxiety disorder.&nbsp;The clinical-stage drug developer said its Phase 2 signal detection trial showed statistically meaningful improvements when the therapy was used alongside standard antidepressant treatments.&nbsp;<h2 class="st-heading-2">Trial Demonstrates Significant Anxiety Reduction</h2>In the study, participants receiving a 20-milligram dose of HLP004 alongside standard-of-care treatment experienced an average drop of roughly 10.4 points on the Hamilton Anxiety Rating Scale after six weeks.&nbsp;The clinical trial included 36 participants who continued taking existing medications for generalized anxiety disorder while receiving HLP004 injections. Researchers administered two doses, three weeks apart, and monitored participants for 12 weeks, with additional follow-up planned for up to 1 year.<a href="https://stocktwits.com/symbol/HELP">Helus Pharma stock</a> traded over 22% lower in Thursday’s remarket.&nbsp;<h2 class="st-heading-2">Long-Lasting Response Observed In Many Patients</h2>The company also reported sustained benefits beyond the initial treatment period. Six months after treatment, about 67% of the combined study group met the criteria for a clinical response, while 39% reached remission.Among those receiving the higher 20-milligram dose, 59% showed improvement and 32% achieved remission after six weeks. In the lower-dose group, about 30% of patients met response and remission benchmarks at the same time point.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>Despite the stock’s decline in the premarket session, retail sentiment on Stocktwits around the stock flipped to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_083359_png_25a9744605.webp" alt="HELP’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Mar. 5, 2026 | Source: Stocktwits" width="925" height="96"><figcaption>HELP’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Mar. 5, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said they have bought the dip.&nbsp;<stembedurl>https://stocktwits.com/Jimbob3016/message/646658779</stembedurl>HELP stock has gained over 4% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/liquidia-stock-gains-premarket-on-q4-revenue-beat-investors-are-betting-on-yutrepia-growth/cZdQrwNRI33">Liquidia Stock Gains Premarket On Q4 Revenue Beat – Investors Are Betting On YUTREPIA Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background.

HELP Stock Tanks 22% Despite Strong Phase 2 Results For Anxiety Treatment: Retail Buys The Dip Ignoring Market’s Pessimism

In the study, participants receiving a 20-milligram dose of HLP004 alongside standard-of-care treatment experienced an average drop of roughly 10.4 points on the Hamilton Anxiety Rating Scale after six weeks. 

<ul class="summary-bullets"><li>With the acquisition, the company now sees potential for growth of its U.S. beverage brands in the UK and other international markets. &nbsp;</li><li>Tilray now expects the assets it acquired to generate annual net revenue of &nbsp;about $200 million and adjusted core profit of about $6 - $8 million.</li><li>Tilray on Monday also said that it is separately negotiating the acquisition of certain assets of BrewDog in the U.S. and Australia. &nbsp;</li></ul>Shares of Tilray Brands, Inc. (TLRY) fell 4% on Monday after it said that it has completed acquiring certain assets of struggling multinational brewery BrewDog for a total consideration of £33 million ($44.12 million).Tilray <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2026/03/02/3247571/0/en/Tilray-Brands-Acquires-BrewDog-a-Leading-Global-Craft-Brand-Creating-a-500-Million-Global-Craft-Beer-and-Beverage-Platform.html">said</a> that it has acquired the global brand and related intellectual property, UK brewing operations and eleven strategic brewpubs in the United Kingdom and Ireland.The cannabis company has a beverage division called Tilray Beverages with a portfolio of craft beers and spirits, among others. With the acquisition, the company now sees potential for growth of its U.S. beverage brands in the UK and other international markets. &nbsp;<h2 class="st-heading-2">CEO’s Vision</h2>“As we begin a new chapter for this great brand, our priority is to refocus BrewDog on the craft beer excellence that made it beloved in the first place and strategically invest to return the operations to profitable growth,” said Tilray CEO Irwin D. Simon.With the BrewDog acquisition, Tilray expects its total global beverage platform to grow to $500 million in annual revenue.“On a combined basis, we expect Tilray’s diversified global business to reach ~$1.2 billion in annualized revenue,” Simon added.<h2 class="st-heading-2">Financial Terms</h2>Tilray now expects the assets it acquired to generate annual net revenue of about $200 million and adjusted core profit of about $6 - $8 million. The acquired business is expected to become cash flow positive beginning in fiscal 2027.The company, however, does not anticipate a meaningful core profit contribution in the fourth quarter of fiscal 2026 from the acquisition.<h2 class="st-heading-2">Tilray Seeks To Also Acquire BrewDog’s U.S. Assets</h2>Tilray on Monday also said that it is separately negotiating the acquisition of certain assets of BrewDog in the U.S. and Australia. The deal to acquire those assets will be covered by a separate purchase agreement which is expected to be finalized and closed in about 30 days, the company said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TLRY stayed within the ‘bullish’ territory while message volume rose from ‘low’ to ‘high’ levels.A Stocktwits dismissed the acquisition.<stembedurl>https://www.stocktwits.com/ATLien86/message/646320905</stembedurl>Another, however, expressed hopes, noting that Tilray bought the assets for cheap.<stembedurl>https://www.stocktwits.com/kmguy/message/646320680</stembedurl><a href="https://stocktwits.com/symbol/TLRY">TLRY stock</a> has gained 10% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/strategy-now-holds-near-55b-in-bitcoin-after-latest-btc-purchase/cZd3aK9RI2E">Strategy Now Holds Near $55 Billion In Bitcoin After Latest BTC Purchase – Company Raises $237 Million Via Share Sale</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of a Canadian pharmaceutical and cannabis company, Tilray, is seen on a smartphone and a PC screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

TLRY Stock Slumps 4%: What’s Driving The Selloff?

Tilray said that it has acquired the BrewDog brand and related intellectual property, UK brewing operations and eleven strategic brewpubs in the United Kingdom and Ireland.

TLRY Stock Slumps 6%: What’s Driving The Selloff?

Tilray said that it has acquired the BrewDog brand and related intellectual property, UK brewing operations and eleven strategic brewpubs in the United Kingdom and Ireland.


<ul class="summary-bullets"><li>Revenue recognized under the Sanofi agreement, including milestone and royalty payments, amounted to $98 million in Q4.</li><li>The company recorded net income of $18 million during the quarter, compared to an $81 million loss during the year-ago period.</li><li>Selling, general, and administrative expenses fell 53% year-over-year.&nbsp;</li></ul>Novavax, Inc. (NVAX) reported a sharp increase in fourth-quarter (Q4) and 2025 revenue as the vaccine maker leaned on partnership income, cost cuts and product sales.The Maryland-based biotech generated $147 million in revenue during Q4, a 67% year-on-year (YoY) increase. Earnings per share (EPS) for the quarter were $0.11. Both the metrics surpassed the analysts’ consensus estimates of $90.26 million and a loss of $0.55, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Q4 Performance Highlights</h2>Annual revenue surged 65% YoY to $1.12 billion, driven in large part by $625 million in Nuvaxovid sales linked primarily to settlements of earlier advance purchase deals.Quarterly product sales totaled $39 million, while full-year product sales rose to $685 million. Revenue recognized under the Sanofi agreement, including milestone and royalty payments, amounted to $98 million in Q4 and $386 million for the year. The company said it earned $225 million in milestones from the Sanofi collaboration in 2025.<blockquote>"In 2025, we made significant progress on our corporate strategy, marked with the successful achievement of key milestones under our Sanofi agreement, progress towards potential new partnerships, in the form of multiple MTAs signed with other parties enabling experimentation with our Matrix-M adjuvant technology and the advancement of our own R&amp;D efforts.”-John C. Jacobs, President and CEO, Novavax</blockquote>Following the update,&nbsp;<a href="https://stocktwits.com/symbol/NVAX">Novavax stock</a> traded over 1% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume flipped to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;&nbsp;<h2 class="st-heading-2">Costs Fall As Profitability Improves</h2>Novavax reduced its cost of sales to $22 million in the fourth quarter from $37 million a year earlier. The decline followed the divestiture of its Czech manufacturing site and lower overhead and inventory-related charges.Selling, general, and administrative expenses fell more than half YoY as commercial responsibilities transitioned to Sanofi and infrastructure was streamlined. The company recorded net income of $18 million in Q4, compared to an $81 million loss during the year-ago period. Novavax ended 2025 with $751 million in cash and equivalents.&nbsp;NVAX stock has gained ovr 0% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-falls-premarket-es8-demand-powers-through-chip-shortage/cZTG3ncRIbK">Nio Stock Falls Premarket: Flagship ES8 Demand Powers Through Fresh Chip Shortage Disruption</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a medical syringe is displayed on a screen, and the logo of Novavax in the background. (Photo Illustration by Nikos Pekiaridis/SOPA Images/LightRocket via Getty Images)

Novavax Swings To Profit In Q4 Fueled By Nuvaxovid-Linked Revenue 

The company generated $147 million in revenue during Q4, a 67% year-on-year (YoY) increase. Earnings per share (EPS) for the quarter were $0.11.

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