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

TMC the metals company Inc

The Metals Company (TMC) is commanding significant investor attention following key U.S. regulatory updates, including NOAA's finalized rule to streamline deep-sea mining permits and strong White House backing for expediting this critical sector. Community discussions are centered on an upcoming Congressional hearing featuring TMC's CEO, with many anticipating a major breakout driven by increased government alignment and the strategic importance of securing critical minerals.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing an extraordinary rally, driven by analyst upgrades and an anticipated, prolonged shortage in AI-driven memory and storage, with products reportedly sold out well into 2026. The community is sharply split, with many celebrating significant gains and its status as a market leader, while others warn of an overheated, unsustainable "bubble" and imminent correction.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle (ORCL) is trending as community discussion intensifies around a potential TikTok deal closure, which many anticipate will lead to a significant short squeeze and price rally. Conversely, substantial concern persists regarding the company's mounting debt from AI infrastructure investments and criticisms of management, fueling sharp volatility and a debate over Oracle's long-term cloud strategy versus immediate financial pressures.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices (AMD) is a top trending stock, with discussions centering on reports of a CPU supply shortage that is seen as redirecting demand toward the company and potentially impacting competitors. The community is sharply divided between those who believe it's a strong growth play benefiting from exploding AI compute demand and those cautioning about an overextended valuation following its significant market performance.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following substantial insider share purchases by its CEO, which is fueling intense community discussion about the stock's future trajectory. Investors are eagerly anticipating potential catalysts and debating the implications for short positions, despite mixed reactions to recent price movements.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending with significant upward momentum, driven by strong anticipation for its upcoming earnings report and recent analyst upgrades. The community is actively discussing Intel's strategic position in domestic chip manufacturing, potential government contracts, and the positive impact of its advanced process nodes on AI and server demand. While many are optimistic about a sustained rally, some express caution regarding a potential "sell the news" event following the substantial pre-earnings run.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending with strong bullish sentiment after securing a key arbitration win against Repsol, which is easing investor concerns about ongoing legal disputes. This, coupled with its Plaquemines facility ramping up production significantly and benefiting from widening natural gas price spreads in Europe due to a cold snap, is sparking discussions of a potential short squeeze and its long-term growth as a major global LNG exporter.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is seeing a significant surge, primarily fueled by encouraging long-term data from its personalized cancer vaccine for melanoma, developed in collaboration with Merck. The positive 5-year follow-up results, demonstrating sustained improvement in recurrence-free survival, are exciting the community who believe this positions the company for substantial future growth beyond its initial vaccine success. Many investors are actively discussing its potential revaluation, arguing it is currently undervalued compared to peers given this therapeutic pipeline expansion.

PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVmed (PAVM) is trending due to its subsidiary, Lucid Diagnostics, securing a significant U.S. Department of Veterans Affairs contract for its EsoGuard Esophageal DNA Test. The community is actively discussing a potential short squeeze, drawing comparisons to other low-float tickers like SMX, and highlighting the perceived undervaluation relative to the vast market opportunity this contract presents within the VA healthcare system. While some express caution about profit-taking or potential dilution, many anticipate substantial upward movement.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology (MU) is experiencing significant attention amidst an AI-driven memory super-cycle, marked by unprecedented demand for HBM and DRAM. Community discussions highlight strong analyst upgrades and recent insider buying, reinforcing a widely bullish sentiment that views the company as a key performer in the semiconductor sector with compelling future prospects despite some calls for caution.

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<ul class="summary-bullets"><li>The deal provides Novavax with an upfront payment of $30 million, along with the opportunity to earn up to $500 million in additional development and sales milestones.</li><li>Matrix-M adjuvant is a proprietary vaccine ingredient, used in several marketed vaccines to improve effectiveness and help the immune system better recognize and remember disease targets.</li><li>Novavax is eligible to receive tiered royalties in the high mid-single digit range on sales of any Pfizer products that use Matrix-M.</li></ul>Novavax, Inc. (NVAX) shares climbed 6% higher in pre-market trading on Tuesday after the company signed a licensing agreement with Pfizer, granting the pharmaceutical giant non-exclusive rights to use Novavax’s Matrix-M adjuvant in up to two disease areas.Matrix-M adjuvant is a proprietary vaccine ingredient that improves the body’s immune response. It is made from naturally derived compounds and is used in several marketed vaccines to improve effectiveness and help the immune system better recognize and remember disease targets, according to Novavax.<h2 class="st-heading-2">What Is The Novovax-Pfizer Deal?</h2>The deal provides Novavax with an upfront payment of $30 million, along with the opportunity to earn up to $500 million in additional development and sales milestones. Novavax is also eligible to receive tiered royalties in the high mid-single digit range on sales of any Pfizer products that use Matrix-M.Under the agreement, Pfizer will take full responsibility for the development and commercialization of its products, while Novavax will supply the Matrix-M adjuvant. The partnership strengthens Novavax’s long-term revenue potential.This comes after Novavax completed the transfer of U.S. and European marketing authorizations for its COVID-19 vaccine, Nuvaxovid, to Sanofi in November. The move resulted in a second $25 million milestone payment to Novavax, following the completion of the European Union marketing authorization transfer in October 2025.Novavax is expected to receive additional milestone payments and royalties tied to Nuvaxovid, Sanofi-developed combination products, and new vaccines that use Novavax’s Matrix-M adjuvant. Novavax also has long-standing partnerships with Japan’s Takeda and the Serum Institute of India.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/NVAX">NVAX</a> on Stocktwits remained in the ‘extremely bullish’ zone, amid ‘extremely high’ message volumes. NVAX was also among the top three trending tickers on the platform at the time of writing.<img src="https://news.stocktwits-cdn.com/NVAX_jpg_1f4183eedd.webp" alt="NVAX.jpg">One bullish user said that the stock is undervalued.<stembedurl>https://stocktwits.com/ejaXstoXX/message/642272237</stembedurl>Another user was bullish about Matrix-M’s market potential.<stembedurl>https://stocktwits.com/P38FTD/message/642271830</stembedurl>The stock has declined around 6% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-ivf-stock-soaring-premarket/cmUum0oR4ap">INVO Fertility’s 350% Spike Puts Microcap IVF Stocks Back On Retail Radar</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)

Why NVAX Stock Is Popping Pre-Market – And What Does Pfizer Have To Do With It?

The company signed a licensing agreement with Pfizer, granting it non-exclusive rights to use Matrix-M adjuvant in up to two disease areas.

NVAX Stock Rises Pre-Market As Pfizer Licenses Its Vaccine Technology

Equity

<ul class="summary-bullets"><li>The trial compares Bacillus Calmette-Guérin (BCG) therapy alone with BCG combined with ANKTIVA.</li><li>Preliminary analysis showed that ANKTIVA plus BCG significantly extended the duration of complete response in BCG-naïve cancer patients.</li><li>ImmunityBio plans to submit a biologics license application to the FDA by the end of 2026.</li></ul>ImmunityBio, Inc. (IBRX) shares jumped 24% in premarket trading on Friday after the company reported a faster than expected enrollment for its QUILT-2.005 bladder cancer drug trial.The company said that enrollment has surpassed internal expectations and is now more than 85% complete, with full enrollment of the planned study population expected by the second quarter of 2026.&nbsp;Based on current progress, ImmunityBio plans to submit a biologics license application to the U.S. Food and Drug Administration (FDA) by the end of 2026.“We look forward to the final accrual of this important registrational randomized trial in patients with BCG-naïve non-muscle-invasive bladder cancer, which represents a substantial proportion of newly diagnosed bladder cancer cases. The interim analysis is encouraging and consistent with findings in the approved BCG-unresponsive setting, where the duration of complete response has exceeded 47 months,” said Patrick Soon-Shiong, M.D., Founder, Executive Chairman, and Global Chief Medical and Scientific Officer of ImmunityBio.Based on current progress, ImmunityBio plans to submit a biologics license application to the FDA by the end of 2026.<h2 class="st-heading-2">What Is The Trial About?</h2>The QUILT-2.005 is a clinical trial for Bacillus Calmette-Guérin (BCG) naïve non-muscle-invasive bladder cancer (NMIBC) that compares standard BCG therapy alone versus BCG combined with ANKTIVA, an Interleukin-15 (IL-15) receptor agonist. IL-15 is an immune system protein that helps develop and activate key cells that work to destroy cancer cells.In 2023, the FDA requested an interim analysis of the randomized trial to evaluate the added benefit of ANKTIVA when combined with BCG, focusing on complete response rates and the durability of response versus BCG alone.The analysis showed that ANKTIVA plus BCG significantly extended the duration of complete response in BCG-naïve NMIBC patients. At six months, 85% of patients receiving the combination maintained a complete response, compared with 57% in the BCG-only group. At nine months, response rates were 84% with combination therapy versus 52% with BCG alone.<h2 class="st-heading-2">How Did Retail React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/IBRX">IBRX</a> on Stocktwits remained in the ‘extremely bullish’ zone over the past 24 hours, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/IBRX_jpg_3d2f27a76b.webp" alt="IBRX.jpg">One user was bullish about the company’s potential.<stembedurl>https://stocktwits.com/Amit18/message/642024906</stembedurl>Another user saw the stock as a long-term runner.<stembedurl>https://stocktwits.com/LeftyT/message/642025351</stembedurl>Over the past year, the stock has gained more than 60%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-set-for-all-time-high-morgan-stanley-boost/cmUlAaBR4B7">RKLB Stock Is On Track For Record Open – Here’s What’s Driving The Rally</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why IBRX Stock Is One Of The Biggest Pre-Market Movers Today 

The company said that enrollment for its randomized registrational QUILT-2.005 trial has surpassed internal expectations and is now more than 85% complete.

 IBRX Stock Rallies As Its Bladder Cancer Study Nears Full Enrollment 

<ul class="summary-bullets"><li>ImmunityBio plans to establish a regional office in Saudi Arabia to support its expansion across the Middle East and North Africa.</li><li>The company will also partner with regional pharmaceutical firm BioPharma Cigalah.</li><li>Enrolment for the QUILT-2.005 study evaluating ANKTIVA with BCG in earlier-stage bladder cancer is expected to be completed by the second quarter.</li></ul>ImmunityBio, Inc. (IBRX) drew retail attention on Wednesday as the stock jumped 8% after the Saudi Food and Drug Authority approved ANKTIVA in combination with the BCG (Bacillus Calmette-Guérin) vaccine to treat adults with BCG-unresponsive non-muscle invasive bladder cancer.The approval marks a major regulatory milestone, adding to existing authorizations in the United States and the United Kingdom, as well as conditional approval in the European Union.“We are pleased to bring ANKTIVA to Saudi patients with NMIBC, who otherwise have no viable options but life-altering surgery,” said Rich Adcock, Chief Executive Officer, ImmunityBio.<h2 class="st-heading-2">ImmunityBio’s Expansion Plans</h2>ImmunityBio plans to establish a regional office in Saudi Arabia to support its expansion across the Middle East and North Africa. The company will also partner with regional pharmaceutical firm BioPharma Cigalah. Management cited the rising incidence of bladder and other cancers in the region as a key driver behind the strategy.ANKTIVA is an Interleukin-15 (IL-15) receptor agonist. IL-15 is an immune system protein that helps develop and activate key cells that work to destroy cancer cells.<h2 class="st-heading-2">ANKTIVA Developments</h2>Beyond bladder cancer, ANKTIVA is also drawing attention for its broader oncology potential. <a href="https://stocktwits.com/news-articles/markets/equity/why-did-ibrx-stock-surge-today/cmUXXCjR4Ig">Recent clinical data</a> from the QUILT-2.023 and QUILT-3.055 trials in non-small cell lung cancer (NSCLC) showed improved immune recovery and extended survival when ANKTIVA was combined with checkpoint inhibitors.Responding patients achieved a median survival of up to 21.1 months, significantly outperforming traditional chemotherapy outcomes.Meanwhile, enrolment for the company’s QUILT-2.005 study evaluating ANKTIVA with BCG in earlier-stage bladder cancer is expected to be completed by the second quarter (Q2) of 2026 and a potential biologics license application (BLA) by the end of the year.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around ImmunityBio remained in the ‘extremely bullish’ zone, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/IBRX_jpg_1a3db9b5f3.webp" alt="IBRX.jpg">One user speculated that the approval could double the product revenue for the company.<stembedurl>https://stocktwits.com/Bc3345/message/641787673</stembedurl>One user sees the stock climb to $5 in the short term and $15-25 in the medium term.<stembedurl>https://stocktwits.com/AshvsEvilDead/message/64178170</stembedurl><a href="https://stocktwits.com/AshvsEvilDead/message/641781706">6</a>Over the past year, <a href="https://stocktwits.com/symbol/IBRX">IBRX shares</a> have risen around 21%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-clsk-stock-rising-premarket-texas-data-centre-deal/cmULgA7R4e0">CLSK Stock Receives Premarket Boost On Texas Data Center Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

IBRX Stock Finds Retail Cheer After Company’s Immunotherapy For Bladder Cancer Gets Saudi FDA Approval

The approval in Saudi Arabia follows authorizations in the U.S. and the U.K., as well as a conditional approval in the European Union.

<ul class="summary-bullets"><li>The move is a major step toward FDA approval of NRX-100, its investigational drug.</li><li>Currently, no FDA-approved medications exist specifically to treat suicidal thoughts, with electroshock therapy remaining the only sanctioned option.</li><li>Earlier, Osmind presented data from a 20,000-patient subset at the 2024 American Society of Clinical Psychopharmacology meeting.</li></ul>NRx Pharmaceuticals, Inc. (NRXP) on Wednesday announced that it has licensed Real World Evidence (RWE) from more than 70,000 U.S. patients who received either intravenous ketamine or nasal S-ketamine as part of their treatment.The move is a major step toward FDA approval of its investigational drug, NRX-100 (preservative-free ketamine), aimed at treating suicidal ideation in patients with depression and suicidal tendencies.&nbsp;<h2 class="st-heading-2">Collaboration With Osmind</h2>The RWE data comes from Osmind, a neuropsychiatry technology platform used across U.S. clinics, providing detailed, regulatory-grade patient records. This joint effort allows NRx to submit a comprehensive dataset to the FDA in support of Accelerated Approval for NRX-100 under its Fast Track Designation.&nbsp;The approach could mark a breakthrough, as currently no FDA-approved medications exist specifically to treat suicidal thoughts, with electroshock therapy remaining the only sanctioned option.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/NRXP">NRx Pharmaceuticals' stock&nbsp;</a>traded over 21% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ territory from ‘bearish’ the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Preliminary Findings And Expectations</h2>Earlier, Osmind presented data from a 20,000-patient subset at the 2024 American Society of Clinical Psychopharmacology meeting. Results suggested rapid improvement in depression and suicidal ideation with intravenous ketamine.&nbsp;NRx anticipates that analysis of the full 70,000-patient dataset will provide even stronger evidence to support the FDA submission.<blockquote>“An American commits suicide every 11 minutes and ketamine has become widely used off label as a drug that has been seen to reduce suicidal ideation in clinical trials.”-Jonathan Javitt, Chairman and CEO, NRx Pharmaceuticals</blockquote>NRXP stock has declined by over 58% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-nrxp-stock-surge-pre-market-today/cmULXc2R4eL">Why Did NRXP Stock Surge 21% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a hand holding a medical syringe seen displayed in front of the NRx Pharmaceuticals logo.

Why Did NRXP Stock Surge 21% Pre-Market Today?

The company is using a large US real-world evidence dataset to support its accelerated FDA approval for its ketamine-based drug.

<ul class="summary-bullets"><li>The company said that responding patients lived longer overall, with a median survival of 16.2 months.</li><li>The data come from two clinical trials, evaluating 151 patients across first-line and later-line treatment settings.</li><li>ImmunityBio is now advancing its Phase 3 trial, it said.</li></ul>ImmunityBio Inc. (IBRX) stock caught retail attention on Tuesday after the company reported positive clinical results showing its immunotherapy ANKTIVA significantly boosts immune function and improves survival in non-small cell lung cancer (NSCLC) patients when combined with checkpoint inhibitors.The data come from two clinical trials, QUILT-2.023 and QUILT-3.055, evaluating 151 patients across first-line and later-line treatment settings.<a href="https://stocktwits.com/symbol/IBRX">IBRX shares</a> were up 12.4% at the time of writing. Retail chatter increased to ‘high’ on Stocktwits while sentiment shifted to ‘extremely bullish’ from ‘bullish’ a day earlier.<img src="https://news.stocktwits-cdn.com/IBRX_jpg_72f59b2252.webp" alt="IBRX.jpg">One bullish user expects the U.S. Food and Drug Agency (FDA) to approve ANKTIVA for NSCLC and expand access broadly.<stembedurl>https://stocktwits.com/svertical1/message/641645369</stembedurl>Another user sees the benefits of a non-chemotherapy treatment.<stembedurl>https://stocktwits.com/Armymike1981/message/641633526</stembedurl><h2 class="st-heading-2">Outcome Of The Trials</h2>In the first-line QUILT-2.023 study, patients receiving ANKTIVA plus a checkpoint inhibitor showed a statistically significant and sustained increase in absolute lymphocyte count (small white blood cell) compared with checkpoint inhibitor therapy alone. In the second- and later-line QUILT-3.055 study, 77% of patients maintained or restored healthy lymphocyte levels, showing ANKTIVA’s role as a lymphocyte-stimulating agent.The company said that responding patients lived longer overall, with a median survival of 16.2 months, while those with stronger immune recovery had a median survival of 21.1 months, far exceeding historical results with standard chemotherapy.ImmunityBio is now advancing its Phase 3 trial, comparing ANKTIVA plus checkpoint inhibitors to docetaxel in second-line NSCLC, it added.“The results from these studies support a potential paradigm shift toward what we define as Immunotherapy 2.0, which is the coordinated activation of the innate immune system through natural killer cells and the adaptive immune system through T cells to restore immune competence and extend survival,” said Patrick Soon-Shiong, M.D., Founder, Executive Chairman, and Global Chief Scientific and Medical Officer of ImmunityBio.Over the past year, IBRX shares have gained more than 20%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/jpmorgan-q4-revenue-beat-apple-card-reserve-hits-profit/cmUXEfbR44r">JPMorgan Beats Revenue Estimates In Q4 – A Record Quarter For Wealth Unit Offsets Apple Card Drag</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

IBRX Garners Retail Attention On Positive Update In Immunotherapy For Lung Cancer Patients

The company reported positive results with ANKTIVA, which boosted immune function and improved survival in NSCLC when combined with checkpoint inhibitors.

<ul class="summary-bullets"><li>Travere said its responses are currently under agency review.</li><li>FDA’s PDUFA target action date for full approval of Filspari in Focal Segmental Glomerulosclerosis is January 13.</li><li>The company expects U.S. net product sales of about $127 million in Q4 and about $410 million for the full year 2025.</li></ul>Shares of Travere Therapeutics Inc.&nbsp;(TVTX) slumped 30% in premarket trading on Tuesday after the company said the U.S. Food and Drug Administration (FDA) requested additional information to assess Filspari’s clinical benefit.Travere said its responses are currently under agency review. Filspari is a treatment for adults with primary immunoglobulin A nephropathy, a progressive kidney disease that can ultimately lead to kidney failure.FDA’s PDUFA (Prescription Drug User Fee Act) target action date for full approval of Filspari in Focal Segmental Glomerulosclerosis (FSGS) is January 13. A PDUFA date is the FDA's target date to make a decision on a drug application. If approved, Filspari would be the first treatment for FSGS, and the company says it is well-positioned for a commercial launch.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the sharp premarket decline, retail sentiment on Stocktwits changed to ‘extremely bullish’ from ‘bullish’ a day back, accompanied by ‘extremely high’ message volumes. <a href="https://stocktwits.com/symbol/TVTX">TVTX</a> was among the top trending tickers on the platform at the time of writing.<img src="https://news.stocktwits-cdn.com/TVTX_jpg_74da780cfd.webp" alt="TVTX.jpg">One user said that the FDA’s request is ‘very common’.<stembedurl>https://stocktwits.com/BIOTECH_GURU/message/641602359</stembedurl>However, one bearish user was skeptical about the timelines.<stembedurl>https://stocktwits.com/Aawilliam2003/message/641609384</stembedurl><h2 class="st-heading-2">2026 Outlook</h2>Travere Therapeutics provided an update on its sales outlook for the fourth quarter and full year 2025. The company expects U.S. net product sales of about $127 million in the fourth quarter (Q4) and about $410 million for the full year, based on preliminary and unaudited results. Travere ended 2025 with around $323 million in cash, cash equivalents, and marketable securities.Clinically, the company plans to advance clinical evidence supporting FILSPARI as a foundational treatment for IgA nephropathy, also known as Berger's disease, a chronic kidney ailment. Its partner, Chugai Pharmaceutical, is expected to submit a New Drug Application (NDA) for Sparsentan in Japan next year.Meanwhile, the company is on track to restart Phase 3 HARMONY Study of Pegtibatinase in classical homocystinuria (HCU), a genetic metabolic disorder, in the first quarter of 2026 following manufacturing process improvements.The stock has seen significant buying interest over the past year, gaining nearly 90%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-nvts-stock-gaining-retail-attention-ai-power-play/cmUXcZPR44k">NVTS Stock Draws Retail Interest On AI Data Center Power Play</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Travere Therapeutics logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Did TVTX Stock Crash 30% In Pre-Market Today?

Shares of Travere Therapeutics Inc. (TVTX) slumped 30% in premarket trading on Tuesday after the company said the U.S. Food and Drug Administration (FDA) requested additional information to assess Filspari’s clinical benefit.

The U.S. Food and Drug Administration recently requested additional information to assess Filspari’s clinical benefit.

Here's Why Biotech ETFs Are Rallying Hard 

Biotech rally gains steam on valuations, rate cuts, FDA wins & M&A. IBB, XBI, CANC and IDNA are ETFs near one-year highs.

<ul class="summary-bullets"><li>The company reported 64% overall survival at 12 months in first-line pancreatic cancer patients treated with atebimetinib in combination with mGnP.</li><li>The combination showed 94% and 83% overall survival at 6 months and 9 months.</li><li>Immuneering is now looking to start dosing the first patient in the pivotal late-stage trial in mid-2026.</li></ul>Immuneering Corporation (IMRX) on Wednesday said that its experimental drug improved overall survival in a mid-stage trial in patients with first-line pancreatic cancer, causing the stock to close 24% higher.The company was studying atebimetinib in combination with modified gemcitabine/nab-paclitaxel (mGnP). The company reported 64% overall survival at 12 months in first-line pancreatic cancer patients treated with atebimetinib in combination with mGnP, compared to a 35% overall survival rate observed in patients given standard of care treatment.The combination showed 94% and 83% overall survival at 6 months and 9 months, both higher than the survival rate seen in patients receiving standard of care. The company also confirmed an overall response rate of 39% at 12 months for the combination, compared to 23% response rate in standard of care patients. Overall Survival (OS) in cancer is the length of time from diagnosis or start of treatment until death from any cause, serving as the "gold standard" measure for a treatment's effectiveness by showing if it helps patients live longer.&nbsp;However, no head-to-head clinical trial has been conducted evaluating atebimetinib and other candidates or products, the company clarified.<h2 class="st-heading-2">Safety Concerns</h2>Atebimetinib + mGnP continued to demonstrate a favorable tolerability profile in the patient population in the trial, with only two categories of adverse events observed at the Grade 3 level, the company said. No new safety signals were identified.The company is now looking to start dosing the first patient in the pivotal late-stage trial in mid-2026. In the latter half of the year, the company is also looking to dose the first patient with atebimetinib in combination with Libtayo in non-small cell lung cancer.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around IMRX stayed at ‘extremely bullish’ levels while message volume rose ‘high’ to ‘extremely high' levels.&nbsp; <a href="https://stocktwits.com/symbol/IMRX">IMRX stock</a> has gained nearly 253% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/revolution-medicines-stock-soars-on-report-of-abbvie-takeover/cmxzObIR42q">Revolution Medicines Stock Drops After-Hours On AbbVie Denying Acquisition Talks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

IMRX Stock Closed Over 20% Higher Today: Here’s Why

The company was studying atebimetinib in combination with modified gemcitabine/nab-paclitaxel. 

<ul class="summary-bullets"><li>94% of participants achieved CRP levels below 2 mg/L, a threshold associated with lower cardiovascular risk.</li><li>Safety data were favorable, with adverse events that were mild to moderate, self-resolving, and not dose-dependent.</li><li>The company expects partner Novartis to begin multiple Phase 2 studies of MRT-6160 in immune-mediated diseases.</li></ul>Shares of Monte Rosa Therapeutics (GLUE) surged more than 50% in pre-market trading on Wednesday after the company reported positive interim Phase 1 data for MRT-8102, highlighting strong anti-inflammatory effects in subjects with elevated cardiovascular disease risk.<a href="https://stocktwits.com/symbol/GLUE">GLUE stock</a> is on track to open at its highest level in more than four years.<h2 class="st-heading-2">Phase – 1 Highlights</h2>The NEK7-directed molecular glue degrader produced rapid and durable reductions in systemic inflammation, with C-reactive protein (CRP) levels falling by 85% after four weeks of treatment. Notably, 94% of participants achieved CRP levels below 2 mg/L, a threshold associated with lower cardiovascular risk.The randomized, placebo-controlled study included single and multiple ascending doses, as well as a Part 3 cohort enrolling subjects with obesity and elevated CRP. Across doses ranging from 5 mg to 400 mg, MRT-8102 demonstrated deep and sustained NEK7 degradation of roughly 80% to 90%.&nbsp;The treatment also led to significant reductions in inflammatory markers. Safety data were favorable, with adverse events that were mild to moderate, self-resolving, and not dose-dependent, and no increased risk of infection was observed.Based on these results, Monte Rosa has expanded the ongoing GFORCE-1 study to multiple dose levels, with additional data expected in the second half of 2026. The company plans to initiate a Phase 2 study in atherosclerotic cardiovascular disease later this year, while continuing to explore additional inflammatory and oncology indications.Monte Rosa also outlined several upcoming milestones across its immunology, inflammation, and oncology programs. It expects partner Novartis to begin multiple Phase 2 studies of MRT-6160 in immune-mediated diseases and plans to submit an investigational new drug (IND) application&nbsp;for a next-generation NEK7 program in 2026.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits flipped to ‘extremely bullish’ from ‘bearish’ a day earlier, amid ‘extremely high’ message volumes. GLUE was among the top trending tickers on the platform.<figure class="image"><img src="https://news.stocktwits-cdn.com/GLUE_jpg_c79d022259.webp" alt="GLUE.jpg" width="937" height="99"><figcaption>GLUE's Sentiment Meter and Message Volumes at Premarket on Jan. 7, 2026 | Source: Stocktwits</figcaption></figure>One user sees a strong rally if the stock can overcome resistance at $28.<stembedurl>https://stocktwits.com/MuchMillions/message/641056765</stembedurl>Over the past year, the stock has gained more than 120%.Read Also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-first-solar-stock-fall-5-in-premarket-today/cmxyC2bR4cD">Why Did First Solar Stock Fall 5% In Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did GLUE Stock Surge Over 50% In Premarket Today?

Monte Rosa Therapeutics reported positive interim Phase 1 data for MRT-8102, showing significant anti-inflammatory effects in patients with elevated cardiovascular risk.

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