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Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as investors discuss the potential impact of its AI robotics spinoff and VW partnership on the company's future. Community members are analyzing the stock's technical strength, debating short squeeze possibilities, and watching for a breakout. Broader EV sector trends and Rivian's progress towards profitability are also key talking points.

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

HOOD is trending as traders anticipate earnings, with many expecting strong numbers due to increased market activity and new offerings like prediction markets. The community is weighing bullish sentiment against potential profit-taking, especially given broader market uncertainty. Some traders also speculate about potential partnerships and the impact of crypto trends on Robinhood's performance.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as community members discuss its ongoing bidding war with Pfizer for Metsera, a company with promising obesity drug candidates, and whether NVO is overpaying. Additionally, details surrounding a potential deal with the White House to lower drug prices are circulating, sparking debate about its impact. Some traders are looking to Lilly's performance as a bellwether.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid community excitement around its AI-driven automation platform and recent ISO certification, which validates its AI governance. Discussions revolve around its partnerships with major tech companies like Microsoft and Nvidia, with some anticipating a potential acquisition. Despite positive developments, concerns persist regarding the CEO's ongoing share sales, creating mixed sentiment.

Enveric Biosciences, Inc. is a biotechnology company which engages in the development of neuroplastogenic small-molecule therapeutics for the treatment of depression, anxiety, addiction, and other psychiatric disorders. The company was founded on February 28, 1994 and is headquartered in Cambridge, MA.

Enveric Biosciences Inc

Enveric Biosciences ($ENVB) is trending as traders discuss its potential as the next short squeeze target, drawing comparisons to past Reddit favorites like $BYND and $AMC. Community chatter highlights the stock's low float and speculation around potential patent payouts, suggesting a possible catalyst for significant upward movement. Some traders are also pointing to recent videos made by YouTubers as a possible reason for the increased attention.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma ($FIG) is trending after its integration was showcased at the OpenAI DevDay, sparking community excitement about AI-driven design. Bullish investors believe the stock is undervalued compared to competitors like Adobe, while others are wary of its recent IPO and potential for further declines. Community members are actively discussing entry points and whether the OpenAI partnership can reshape Figma's future.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Blockchain Inc

Riot Blockchain is trending as investors debate whether the recent dip is a buying opportunity, especially relative to competitors, and potential manipulation. Community members are closely watching Bitcoin's price movement and upcoming earnings, hoping for positive AI/HPC updates. Some traders express frustration with the stock's price action despite positive news and guidance.

Lemonade, Inc. is a holding company, which engages in the provision of insurance services. The firm's products include renters and homeowners insurance, and pet insurance. It offers insurance coverage under the homeowners multi-peril, inland marine, and general liability lines of business. The company was founded by Daniel Asher Schreiber and Shai Wininger on June 17, 2015 and is headquartered in New York, NY.

Lemonade Inc

Lemonade Inc. is trending as the community discusses its recent post-earnings move and long-term potential, with some traders noting an overreaction and potential short squeeze while others express skepticism about its profitability. Community members are actively debating whether it can break through key resistance levels soon. Meanwhile, some traders are also monitoring ENVB for a potential short squeeze similar to Beyond Meat's earlier surge.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine ($APPS) is trending as community members discuss the stock's potential, fueled by raised price targets and optimism around AI integration. Discussions also focus on whether $APPS can sustain gains after recent earnings, with some traders pointing to its history of post-earnings volatility. ENVB is getting some attention as a potential Reddit-driven short squeeze play as well.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid mixed sentiment following its earnings report, with some questioning its AI spending and others highlighting its strong Azure growth. The community is actively discussing insider selling, potential price floors, and the impact of partnerships, particularly regarding AI infrastructure. Some see it as a buying opportunity while others express concerns about its performance relative to peers.

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<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.

uniQure N.V. (QURE) on Wednesday said that a high dose of its experimental gene therapy AMT-130 demonstrated a statistically significant slowing of disease progression in Huntington’s disease in an early-to-mid stage trial.Shares of the company rose a whopping 161% in the pre-market session at the time of writing.Huntington’s disease is a rare, inherited neurodegenerative disorder that leads to motor symptoms including chorea, behavioral abnormalities, and cognitive decline. The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.uniqure.com/investors-media/press-releases">stated</a> that high-dose AMT-130 demonstrated 75% disease slowing at 36 months, as measured by the composite Unified Huntington's Disease Rating Scale (cUHDRS), a comprehensive assessment tool used in clinical trials for Huntington's disease. The company also identified a statistically significant 60% slowing of disease progression as measured by Total Functional Capacity (TFC) at 36 months.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/QURE">QURE stock</a> jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘extremely high’ levels.uniQure on Wednesday said that the therapy was generally well-tolerated in the trial with a manageable safety profile. No new drug-related serious adverse events have been observed from December 2022 to the end of June 2025, it added.Chief Medical Officer Walid Abi-Saab said that the company is looking forward to discussing the data with the U.S. Food and Drug Administration at a meeting later this year. The company plans to submit an application for approval of AMT-130 to the FDA in the first quarter of 2026 and anticipates launching it in the U.S. later in the same year.According to the company, there are currently no approved therapies to slow the progression of Huntington’s disease. The disease affects approximately 75,000 people in the U.S., EU, and the U.K., it added.QURE stock is down by 23% this year but has risen approximately 166% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/acadia-pharmaceuticals-investigational-drug-for-rare-genetic-disorder-fails-in-late-stage-study/chD1Gf0R33B">Acadia Pharmaceuticals’ Investigational Drug For Rare Genetic Disorder Fails In Late-Stage Study</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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QURE Stock Jumped A Whopping 161% Pre-Market – Here’s What Happened

The company stated that high-dose AMT-130 demonstrated 75% disease slowing at 36 months, as measured by the composite Unified Huntington's Disease Rating Scale. 

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