SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Despite a recent dip, Robinhood (HOOD) is trending as investors discuss its long-term potential and debate whether the pullback presents a buying opportunity. Community members are weighing the impact of broader market trends, including crypto movements and potential interest rate cuts, on the stock's trajectory. Discussions also include the company's profitability and growth prospects amid market volatility.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

BMNR is trending as investors anxiously await earnings, with community members debating whether the report will be positive or negative. Discussions also revolve around institutional investments from firms like Morgan Stanley and ARK Invest, and whether the stock's current price reflects its Ethereum holdings. Some traders express concerns about potential losses, while others see it as a buying opportunity amid overall crypto market volatility.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is trending downwards, with the community citing disappointing guidance and concerns about AI competition despite solid earnings and user growth. Traders are actively discussing whether the stock is oversold or faces further decline, with some pointing to insider selling and a potential management issue. Overall sentiment is bearish, with some arguing the company's value is inflated given the rise of free AI language tools.

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 is trending amidst volatility, with traders reacting to a UBS price target increase alongside concerns about potential overbought conditions after a substantial YTD run. Community discussions are focused on whether the memory market's growth, fueled by AI data centers, will sustain or if a pullback is imminent. Investors are closely watching for insights from Micron's upcoming investor conference and Nvidia's earnings report, which are expected to influence the stock's direction.

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 is trending as investors assess the impact of debt and AI investments following a recent selloff. Community discussions revolve around insider trading activity and analyst ratings, with some expressing concerns about the company's strategy. Broader market sentiment and potential impacts from upcoming economic data are also being considered.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart's stock is trending amid discussions about its Q3 earnings, potential sales impact from SNAP benefit changes, and a shift in its exchange listing to Nasdaq. Community members are debating whether Walmart can sustain its growth, with some highlighting its strong online sales and value proposition, while others express concerns about valuation and consumer spending trends. Additionally, the recent announcement of CEO Doug McMillon's retirement and the appointment of John Furner is being factored into the stock's outlook.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull ($BULL) is trending as investors discuss the company's recent earnings beat, with many expressing surprise at the muted market reaction and citing overall market conditions. Despite the positive report, community members are debating whether this indicates a buying opportunity or if concerns about potential dilution will continue to weigh on the stock. Comparisons to other brokerage firms like Robinhood are also driving conversation.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is trending amid ongoing discussion about AI infrastructure and data centers following NVDA's earnings, with community members debating whether the sector is experiencing a bubble. Some are pointing to analyst target price increases and potential for significant revenue growth, while others cite concerns about debt and cash flow. Jim Cramer's negative comments have also fueled discussion.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing volatility as investors grapple with conflicting signals, including strong earnings from Nvidia and concerns about lofty valuations in the tech sector. Community sentiment is mixed, with debates around whether a market correction is underway or if a rebound is imminent. Discussions also include the potential impact of factors like unemployment data, Federal Reserve policy, and global liquidity on the market's direction.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as analysts raise price targets for Nvidia, highlighting the strong demand in the AI sector; some believe SMCI, a key partner, is undervalued. However, community members express concerns about SMCI's management and execution, with some pointing to a significant drop from previous highs. Despite positive sentiment around AI, there are discussions about potential market corrections and the impact of broader economic factors.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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


 has invited you to join Stocktwits

Is State Street SPDR S&P Biotech ETF (XBI) a Strong ETF Right Now?

Biotech ETF (XBI) Hits New 52-Week High

XBI hits a fresh 52-week high after a sharp rebound in biotech momentum fueled by favorable regulation, valuations and improving funding trends.

<ul class="summary-bullets"><li>The development comes shortly after George Tidmarsh took a potshot against Aurinia Pharma’s kidney inflammation drug in a now-deleted LinkedIn post.</li><li>In announcing his resignation, he reportedly alleged that a new FDA drug approval program “injected politics into the drug review program, superseding decisions based on science.”</li><li>Retail traders on Stocktwits saw Tidmarsh’s Aurinia attack as a “stock manipulation” move.</li></ul>Aurinia Pharmaceuticals, Inc. (AUPH) was among the top five trending equities on Stocktwits late Sunday as retail traders discussed reports regarding developments following a lawsuit filed by the company against Dr. George Tidmarsh, who served as the director of the FDA’s Center for Drug Evaluation and Research (CDER) and was appointed to the post on an interim basis in late July.<h2 class="st-heading-2">Tidmarsh’s Rapid Exit</h2>A New York Times report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2025/11/02/health/fda-drug-unit-chief.html">stated</a> on Sunday that Tidmarsh said in an interview that he was placed on administrative leave on Friday after he raised concerns over the legality of a new program that was put in place to approve drugs rapidly, reasoning that the new program “injected politics into the drug review program, superseding decisions based on science.”The Department of Health and Human Services (HHS) placed him on leave, pending the outcome of an investigation. Tidmarsh claimed that the move may have been a preemptive one to his offer to resign in protest against the new program.In the Times interview, Tidmarsh said he didn’t want to work in a toxic environment, attributing it to&nbsp;Dr. Vinay Prasad, who returned as chief medical and scientific officer&nbsp;at the Center for Biologics Evaluation and Research (CBER) and also oversaw vaccines and gene therapies.&nbsp;Tidmarsh took exception to an October FDA announcement that it would&nbsp;approve a slate of drugs in record time. “The effort was going to basically change the entire paradigm of the legal underpinnings of drug approvals that have for decades supported the actions on the safety and effectiveness of drugs,” he said. “There was insufficient legal support for what they wanted to do, and so I didn’t agree.”<h2 class="st-heading-2">The Aurinia Connection</h2>HHS’s move came after Kevin Tang, the chair of Aurinia Pharma, filed a complaint against Tidmarsh on Sunday, alleging that the latter has acted out of his “longstanding personal vendetta against Tang, STAT&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.statnews.com/2025/11/02/fda-george-tidmarsh-regulator-kevin-tang/">reported</a>. Tidmarsh previously served as CEO of La Jolla, with Tang serving as the company’s chair at that time.Tidmarsh claimed in a LinkedIn post, which has since been retracted, that companies working on lupus nephritis therapies haven‘t conducted post-approval studies to “demonstrate a benefit on hard clinical endpoints,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.biospace.com/fda/cder-director-singles-out-aurinias-drug-in-questioning-reliance-on-surrogate-endpoints">according</a> to Biospace.Posting on LinkedIn on Sept. 30, Tidmarsh said, “We have approved drugs with significant toxicity like vocolosporin [Lupkynis’ active ingredient] that has not been shown to provide a direct clinical benefit for patients. He also stated that “for some diseases such as lupus nephritis, companies have not run trials to demonstrate a benefit on hard clinical endpoints.”Lupkynis is Aurinia’s FDA-approved oral medication for treating lupus nephritis, or kidney inflammation caused by an autoimmune disorder. It was approved in January 2021. Responding to the post, Aurinia said it “stands behind the favorable benefit/risk profile” of Lupkynis. For the six months ended June, the drug fetched $126.5 million in revenue for Aurinia, marking a 23% year-over-year increase. It accounted for 96% of the company’s revenue for the period.In a post on X, STAT’s Adam Feuerstein<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/adamfeuerstein/status/1985132443901259898"> stated&nbsp;</a>that the lawsuit filed by Aurinia also accused Tidmarsh of extorting money from American Labs, a private company owned by Tang that supplies ingredients for a thyroid medicine. Tidmarsh reportedly directed the FDA to ya nk thyroid drugs off the market to hurt American Labs.<h2 class="st-heading-2">What Retail’s Saying</h2>On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/AUPH">Aurinia Pharma stock&nbsp;</a>remained ‘bullish’ as of late Sunday, and the retail chatter also stayed high. The message volume over the seven days, ending late Sunday, climbed about 300%.&nbsp;A bullish watcher called Tidmarsh’s action “stock manipulation.” Another user also shared a similar view. “I'm almost certain Tidmarsh wrote this post to drive down the stock price. He bought Aurinia shares at a low price. Now there's an investigation, so he preferred to resign,” they said.<stembedurl>https://stocktwits.com/RetirednCali/message/634634317</stembedurl><stembedurl>https://stocktwits.com/Gamaret/message/634634040</stembedurl>Aurinia Pharma stock is up about 47% this year. Although the stock shed 4% in the two days after Tidmarsh’s post, it rallied 8.66% on Friday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/colgate-palmolive-stock-still-finds-bullish-retail-support-after-signaling-consumer-fatigue/cL2ZoWtR3yn">Colgate-Palmolive Stock Still Finds Bullish Retail Support After Signaling Consumer Fatigue With Sluggish Outlook</a>

Young female scientist working in laboratory (Representative image courtesy of Solskin via Getty Images)

FDA Turmoil Spills Over To Aurinia Pharma As Lawsuit Targets Ex-Drug Review Chief — Retail Traders Cry ‘Stock Manipulation’

Things got murkier at the FDA’s drug evaluation agency as its acting director stepped down, alleging that a new drug approval program injected politics, superseding decisions based on science.

Equity

Things got murkier at the FDA’s drug evaluation agency as its acting director stepped down, alleging that a new drug approval program injected politics, superseding decisions based on science.


Biotech ETFs Hovering Around a 52-Week: Here's Why 

Biotech is back! Regulatory tailwinds, cheaper valuations, and Fed cut hopes are boosting ETFs like XBI and IBB. Is the rebound just starting?

<ul class="summary-bullets"><li>Novartis has agreed to buy Avidity Biosciences in a deal valued at $72 per share.</li><li>The deal is expected to close in the first half of 2026.</li><li>Retail sentiment toward Avidity Biosciences stock flipped to ‘extremely bullish’ by early Monday from ‘bearish’ a day ago.</li></ul>Avidity Biosciences, Inc. (RNA) shares&nbsp;soared over 43% in Monday’s early premarket session after the mid-cap biopharma focusing on developing RNA therapeutics called antibody oligonucleotide conjugates (AOC), announced a deal to be bought by Swiss pharma giant Novartis (NVS).<a href="https://stocktwits.com/symbol/RNA">Avidity Biosciences</a> stock has gained more than 60% this year.<h2 class="st-heading-2">The Novartis Deal Terms</h2>In a statement released on Sunday, Novartis said it would acquire San Diego-based Avidity Biosciences following the separation of the latter’s early-stage precision cardiology programs. The deal, approved by the boards of both companies, is valued at $72 per share in cash. This represented a 46% premium over RNA stock’s closing price of $49.15 on Friday.The total transaction value is $12 billion on a fully diluted basis. Avidity Biosciences currently boasts a market capitalization of $7.17 billion.Vas Narasimhan, CEO of Novartis, said, “Avidity’s pioneering AOC platform for RNA therapeutics ​and its late-stage assets bolster our commitment to delivering innovative, targeted, and potentially first-in-class medicines to treat devastating, progressive neuromuscular diseases.”Before the merger's closing, Avidity will transfer its early-stage precision cardiology programs and collaborations to SpinCo, a wholly owned subsidiary of Avidity. Holders of Avidity common stock will receive a distribution of one share of SpinCo for every ten shares of Avidity they hold and/or a pro rata cash distribution of the proceeds received by Avidity before the closing if certain SpinCo assets are, or SpinCo itself is, sold to a third party.The deal is expected to close in the first half of 2026, subject to the completion of a spin-off or the sale of SpinCo and other customary closing conditions, including the receipt of regulatory approvals and the approval of Avidity stockholders.Novartis said the proposed acquisition raises the expected 2024-2029 sales growth from 5% to 6% on a compounded annual growth rate (CAGR) basis, representing a significant opportunity to deliver substantial shareholder returns over time.<h2 class="st-heading-2">What Retail’s Saying About The Buyout Deal</h2>Retail sentiment toward Avidity Biosciences stock flipped to ‘extremely bullish’ by early Monday from ‘bearish’ a day ago. The message volume on the stream also improved to ‘extremely high.’&nbsp; Retail chatter spiked 6,100% over the 24 hours leading up to late Sunday.<figure class="image"><img style="aspect-ratio:620/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_27_at_6_02_00_AM_png_9d47ea362a.webp" alt="Screenshot 2025-10-27 at 6.02.00 AM.png" width="620" height="56"><figcaption>RNA sentiment and message volume as of 6 a.m. ET, Oct. 27 | source: Stocktwits</figcaption></figure>A bullish user noted that RNA traded at $5 two years ago and congratulated the believers.<stembedurl>https://stocktwits.com/Cutlass/message/633766787</stembedurl>Another user said they would cash out on Monday.<stembedurl>https://stocktwits.com/ure300/message/633760283</stembedurl>Earlier this month, Avidity Biosciences said it has completed a positive pre-Biologic License Application (BLA) meeting with the FDA regarding its delpacibart zotadirsen, an investigational drug being evaluated as a potential treatment for people living with Duchenne muscular dystrophy (DMD) who have gene mutations amenable to exon 44 skipping.&nbsp;The timing for the BLA submission was pushed back to the first quarter of 2026 from the previous guidance of year-end 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-rises-premarket-today-as-stock-closes-in-on-200-psychological-threshold/cLG0TBNR3Md">Palantir Rises Premarket Today As Stock Closes In On $200 Psychological Threshold: What’s Driving The Gains?</a>

Researcher performing microbiology separator for PCR diagnosis test in pathology laboratory. 

Why Avidity Biosciences Stock Is Jumping Over 43% In Premarket Today

Novartis has agreed to buy Avidity Biosciences in a deal valued at $72 per share.

Why Avidity Biosciences Stock Is Jumping Over 40% In Premarket Today

Should You Invest in the SPDR S&P Biotech ETF (XBI)?

Cidara Therapeutics, Inc. (CDTX) on Thursday said that the U.S. Food and Drug Administration (FDA) has granted Breakthrough Therapy designation for its drug CD388 for the prevention of influenza A and B in adults and adolescents who are at higher risk of disease-related complications.The new designation is in addition to the Fast Track designation granted to the drug by the agency in June 2023. CEO Jeffrey Stein said that the designations underscore the importance of the drug as a potential new non-vaccine prophylactic for seasonal influenza.“Individuals who have chronic medical conditions, advanced age, or are immune compromised may not be adequately protected by current vaccines, leaving them at higher risk for infection and complications from flu. As a long-acting prophylactic drug, CD388’s activity does not rely on an immune response, making it a potential prevention option for high-risk individuals as well as those for whom vaccines are contraindicated,” he <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2025/10/09/3164062/0/en/Cidara-Therapeutics-Receives-U-S-FDA-Breakthrough-Therapy-Designation-for-CD388-in-Seasonal-Influenza-Prevention.html">added</a>.The Breakthrough Therapy designation was awarded to the drug based on the results of a study in which CD388 provided statistically significant prevention of seasonal influenza in healthy unvaccinated adults aged 18-64. The company is now looking toward advancing the drug through its ongoing late-stage trial.The Breakthrough Therapy designation is intended to expedite the review of medicines that treat a serious or life-threatening condition. Benefits of the designation include eligibility for priority review and the FDA’s organizational commitment to involving senior management to guide the company on the most efficient route to approval, the company noted.Shares of the company rose 8% at the time of writing. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CDTX">CDTX stock</a> jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:1360/118;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_at_12_16_14_PM_png_11f3dc4644.webp" alt="CDTX's Sentiment Meter and Message Volume as of 12:16 p.m. ET on Oct. 09, 2025 | Source: Stocktwits" width="1360" height="118"><figcaption>CDTX's Sentiment Meter and Message Volume as of 12:16 p.m. ET on Oct. 09, 2025 | Source: Stocktwits</figcaption></figure>H.C. Wainwright analyst Sara Nik subsequently raised the firm’s price target on Cidara Therapeutics to $150 from $110 while keeping a ‘Buy’ rating on the shares. The new price target implies a potential upside of over 52% from the stock’s closing price on Wednesday.CDTX stock nearly quadrupled in value this year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lyft-partners-with-tensor-to-deploy-hundreds-of-avs-on-its-platform/ch67uQtR3KC">Lyft Partners With Tensor To Deploy Hundreds Of AVs On Its Platform</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Cidara Therapeutics Granted FDA Breakthrough Therapy Designation For Flu-Preventing Antiviral

The Breakthrough Therapy designation was awarded to the drug based on the results of a study in which CD388 provided statistically significant prevention of seasonal influenza in healthy unvaccinated adults aged 18-64.

Unlocking Cures: How AI is Reshaping Cancer Research & Healthcare ETFs?

AI's growing role in cancer research, and a new federal push for pediatric oncology, are powering gains in key healthcare ETFs. 

Eli Lilly's stock jumped over 5% on Tuesday after U.S.President Donald Trump unveiled a plan to lower U.S. drug prices, which included a “TrumpRx” direct-to-consumer website and a pricing agreement with Pfizer.&nbsp;Pfizer became the first company to accept the administration’s terms, agreeing to slash drug prices by up to 85% and secure a three-year exemption from pharmaceutical tariffs.BMO Capital Markets analyst Evan Seigerman said the Pfizer deal effectively provided a model for other drugmakers such as Eli Lilly to balance pricing cooperation with policy compliance. He said the structure gave the administration a political win while avoiding the need for harsher price controls or new tariffs, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-30/pfizer-to-cut-medicaid-drug-prices-in-deal-with-trump-wapo">report</a>.Cantor analyst Carter Gould said the sharp rally in pharmaceutical shares reflected investor relief that the policy measures were more symbolic than financially disruptive. He noted that Pfizer’s announcement did not change any earnings guidance, suggesting that the market viewed the move as a sign of easing regulatory uncertainty rather than a fundamental earnings risk.The S&amp;P 500 Pharmaceuticals Index rose nearly 4%, while Lilly recorded its best day in more than a month. Pfizer climbed nearly 7%, marking its strongest single-day gain in almost four years.Raymond James health policy analyst Chris Meekins said the TrumpRx program was unlikely to materially affect consumers’ costs unless insurance reforms followed. He said that if the administration’s pricing actions stopped at this stage, it would amount to a win for the pharmaceutical industry, CNN&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://edition.cnn.com/2025/09/30/politics/pfizer-drug-prices-trump">noted</a>.Meanwhile, Futurum Equities chief market strategist Shay Baloor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/StockSavvyShay/status/1973057650150764638">wrote on X</a> that Trump’s agreement with Pfizer to launch TrumpRx, which allows consumers to buy discounted medications directly from manufacturers, could hurt insurers and pharmacy benefit managers.&nbsp;Baloor viewed companies such as Eli Lilly, UnitedHealth, Cigna, and Walgreens as potential losers from the shift, while naming Hims &amp; Hers Health among the likely beneficiaries.Eli Lilly stated that it was in active discussions with the administration to expand patient access, signaling its readiness to participate in broader efforts to increase affordability. The statement followed Trump’s call for drugmakers to align U.S. prices with international levels under his “Most Favored Nation” directive.Commerce Secretary Howard Lutnick said negotiations with major drugmakers were ongoing, while Trump described the plan as a step toward ending what he called global price disparities in medicine.Eli Lilly has not disclosed details of its discussions but said it remains focused on expanding access and improving affordability for patients in the U.S..On Stocktwits, retail sentiment was ‘bullish’ for Eli Lilly and ‘extremely bullish’ for Pfizer, with 24-hour message volumes surging 191% and 780%, respectively.<figure class="image"><img style="aspect-ratio:618/55;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_30_at_10_14_21_PM_png_d8474c8869.webp" alt="Screenshot 2025-09-30 at 10.14.21 PM.png" width="618" height="55"><figcaption>LLY sentiment and message volume as of 10:15 p.m. ET, Sept. 30 | source: Stocktwits</figcaption></figure>One user noted that the new TrumpRx model, which eliminates middlemen, is unlikely to impact margins for companies such as Eli Lilly, Merck, and Pfizer, describing it as a direct-to-consumer shift.&nbsp;<stembedurl>https://stocktwits.com/Jessdog77/message/630503208</stembedurl>Another user described Eli Lilly as a strong performer that continues to show unstoppable momentum.<stembedurl>https://stocktwits.com/Stonkapedia/message/630566985</stembedurl><a href="https://stocktwits.com/symbol/LLY">Eli Lilly’s stock</a> has declined 0.6% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/nike-retail-investors-turn-more-bullish-as-q1-performance-confirms-turnaround-progress-good-report-in-difficult-market/chCooXAR39N">Nike Retail Investors Turn More Bullish As Q1 Performance Confirms Turnaround Progress: 'Good Report In Difficult Market'</a>

The entrance to the Eli Lilly factory in Kinsale, Co Cork, where weight loss drug Mounjaro is made. Picture date: Sunday May 18, 2025.

Eli Lilly Stock Jumps As Trump’s Drug Price Crackdown Spurs Sector Rally; Analysts Say Pfizer Deal Sets Template For Big Pharma

Analysts said the plan signals a political win that could reshape how major drugmakers engage with U.S. policymakers.

U.S. President Donald Trump said on Thursday that the United States will impose a 100% tariff on branded and patented pharmaceutical products starting Oct. 1 unless manufacturers are actively building plants in the country.&nbsp;As part of a series of late-night posts on Truth Social on Thursday,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115267512131958759">Trump said</a> the exemption will apply only to firms that have “broken ground” or are “under construction.” “There will, therefore, be no Tariff on these Pharmaceutical Products if construction has started.”&nbsp;The announcement intensifies the administration’s push to shift drug manufacturing to the U.S. Last month, Trump said the U.S. would begin with a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-plans-gradual-tariff-hike-on-imported-pharma-to-250-over-18-months-to-boost-us-production/chr1KgrRd2x">“small tariff”</a> on imported drugs before raising duties to 150% within 18 months and ultimately to 250%.&nbsp;Pharmaceuticals had previously been exempt from Trump’s reciprocal tariff program; however, the new duties will apply to prescription drugs, biologics, specialty medicines, and over-the-counter products, except for generic drugs, which remain excluded.Major drugmakers have responded unevenly.&nbsp;<a href="https://stocktwits.com/symbol/LLY">Eli Lilly</a> has committed more than $50 billion since 2020 to U.S. expansion, including $27 billion for four new “mega sites.” The company supports maintaining the U.S. as the “world’s leading destination for biopharmaceutical research and manufacturing” and agrees with the administration’s goal of more fairly sharing drug costs across developed countries, even as it warns that broad tariffs could raise costs and limit access.Lilly’s stream on Stocktwits gained traction late Thursday after Trump’s announcement, with sentiment tilting ‘bullish’ as retail traders bet that the company would benefit from the latest federal policy. “$LLY did great with plant announcement in houston this week. They wont have tariffs,”&nbsp;<a href="https://stocktwits.com/Gorohanada/message/630073275">said</a> one user.Several users noted that Novo Nordisk, Regeneron and Thermo Fisher also have U.S. sites that could qualify. Some argued investors misunderstand Novo’s footprint, contributing to its recent weakness despite likely exemptions.<stembedurl>https://stocktwits.com/3rdtimeretired/message/630071784</stembedurl><stembedurl>https://stocktwits.com/Bullish_Trader555/message/630067344</stembedurl><stembedurl>https://stocktwits.com/oldmanrizzer/message/630072277</stembedurl>AstraZeneca and Roche each announced plans this summer to invest $50 billion in new or expanded facilities across multiple states. Merck has invested more than $12 billion in U.S. manufacturing since 2017 and plans to invest an additional $9 billion by 2028, while Biogen has pledged $2 billion to upgrade its North Carolina plants.Others have taken a more cautious stance. Pfizer stated in March that it could shift overseas production to existing U.S. sites if necessary, but has not committed to new investment, whereas Novo Nordisk has yet to announce major U.S. projects.&nbsp;Trump’s Thursday night post followed the launch of fresh national security probes into imports of robotics, industrial machinery, and medical devices. The Commerce Department said on Wednesday that it launched investigations on Sept. 2 to determine if these imports could pose a risk to U.S. national security.&nbsp;On Stocktwits, retail sentiment for the SPDR S&amp;P Biotech ETF (XBI) was ‘bearish’ amid ‘normal’ message volume.<a href="https://stocktwits.com/symbol/XBI">XBI</a> has risen 6.5%. So far in 2025.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump answers questions after making an announcement on “significant medical and scientific findings for America’s children” in the Roosevelt Room of the White House on September 22, 2025. (Photo by Andrew Harnik/Getty Images)

Trump Shocks Pharma With 100% Tariff On Imported Drugs Unless Companies Build In America

Generic drugs remain exempt, while duties will apply to prescription, biologic, specialty and over-the-counter medicines.

XBI
SPDR S&P Biotech ETF

Feed

News

Sentiment

Fundamentals

Info

Latest XBI News

XBISPDR S&P Biotech ETF