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SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is seeing significant market interest as investors anticipate the imminent 80th event data release for its Phase 3 REGAL trial, with community discussions buzzing about potential short squeezes and a possible buyout. The stock's recent momentum is driven by management's confirmed strategy to expand its immunotherapy platform beyond AML, fueling optimism about broad-market indications.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the market digests strong Q1 results, which featured an earnings beat, improved vehicle margins, and aggressive Q2 delivery guidance. While retail investors are actively celebrating the company's path to profitability and substantial cash reserves, community sentiment remains highly polarized by ongoing concerns over stock price manipulation and persistent volatility in the Chinese EV sector.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is currently a focal point for investors following an influx of federal funding announcements, fueling intense debate over the stock's valuation, dilution risks, and commercial viability versus speculative hype. While bulls emphasize strong growth in bookings and the company's long-term potential in the quantum sector, bears remain skeptical, highlighting significant cash burn and concerns over whether the current momentum is sustainable.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as investors react to a proposed $100 million federal funding initiative aimed at accelerating its quantum research, while community members actively debate the stock's long-term valuation and the broader implications of increased government involvement in the quantum computing sector.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing a significant sell-off despite beating earnings and raising guidance, driven by investor anxiety over the potential impact of AI on its tax-software moat and a simultaneous announcement of a 17% workforce reduction. The community is sharply divided between those viewing the decline as a major institutional "smash and grab" overreaction to be bought for long-term value, and skeptics who fear the company's business model is being structurally undermined by emerging AI tools.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing a significant surge in momentum as the U.S. government awards the company $100 million in milestone-based funding and secures an equity stake, signaling strong validation of its neutral-atom quantum technology. The community is actively discussing the stock's potential as a long-term infrastructure play, drawing frequent comparisons to other quantum leaders and highlighting its debt-free status and strategic partnerships.

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 is trending as investors debate its premium valuation amid persistent cost pressures, while others highlight the retailer's growth in advertising and membership revenue as a long-term catalyst. The community remains divided, with many viewing current dips as a defensive buying opportunity while critics point to its high price-to-earnings ratio and sensitivity to broader economic strains.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is experiencing significant volatility following its latest earnings report, which highlighted headwinds from expiring tax credits and soft guidance. While the stock faces downward pressure, the community is debating whether the decline is an overreaction or a long-term bottoming process, with significant interest centered on the company's strategic pivot into AI-focused solid-state transformer technology.

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

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is facing volatility as investors weigh impressive growth and rising demand against supply constraints and the risks associated with its pivot toward manufacturing custom silicon. The community remains deeply divided, with many debating whether the current pullback offers a strategic entry point for long-term growth in the AI infrastructure cycle or if the stocks valuation remains detached from fundamentals.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is experiencing intense volatility following a strong earnings report as investors weigh impressive growth and capital return programs against concerns over China market restrictions and profit-taking activity. The community remains deeply divided, with many traders debating whether recent price action is driven by sophisticated market manipulation and options hedging or by the stock's massive market cap creating natural resistance to further upside.

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<ul class="summary-bullets"><li>The firm has initiated a global late-stage confirmatory trial of z-rostudirsen in certain patients with Duchenne muscular dystrophy.</li><li>The newly launched study is designed to serve as the confirmatory trial needed to convert any accelerated approval into full traditional approval.</li><li>The trial design has already been aligned with the U.S. Food and Drug Administration.</li></ul>Shares of Dyne Therapeutics Inc. (DYN) climbed 8% on Wednesday, after the clinical-stage biotech company announced the initiation of its global late-stage confirmatory trial of z-rostudirsen in certain patients with Duchenne muscular dystrophy (DMD).Dyne said it plans to submit an application seeking accelerated approval of z-rostudirsen to the U.S. Food and Drug Administration later this quarter, using data from an ongoing early-stage study. The newly launched study is designed to serve as the confirmatory trial needed to convert any accelerated approval into full traditional approval and to support marketing applications outside the United States.<h2 class="st-heading-2">DYN’s Trial Design</h2>The new trial is a randomized, placebo-controlled, double-blind trial that will enroll approximately 90 ambulatory boys and young men ages 4 to 18. Participants will receive 20 mg/kg of z-rostudirsen or placebo every four weeks for 72 weeks, followed by an open-label extension. The primary endpoint is the change from baseline in rise-from-floor (RFF) velocity at Week 73, a clinically validated measure of muscle strength and motor function in DMD. Secondary endpoints include multiple functional measures such as 10-meter walk/run velocity and four-stair climb velocity.The trial design has already been aligned with the U.S. Food and Drug Administration, the Waltham, Massachusetts-based clinical-stage company said. The first clinical site is now activated and open for enrollment.DMD, a rare and progressive genetic muscle-wasting disease, affects roughly 12,000 people in the United States and 16,000 in the European Union. Z-rostudirsen is part of Dyne’s broader DMD franchise, which includes preclinical programs. The experimental therapy has received Breakthrough Therapy, Fast Track, and Rare Pediatric Disease designations from the FDA.<h2 class="st-heading-2">What Do Retail Traders Think About DYN?</h2>On Stocktwits, retail sentiment around DYN stayed within the ‘neutral’ territory over the past 24 hours, while message volume remained at ‘normal’ levels. &nbsp;According to data from Koyfin, 14 of the 16 analysts covering DYN rate it Buy or higher, while two rate it Hold.The 12-month average price target on the stock is $38.19, presenting a potential upside of about 140% from its last close.<a href="https://stocktwits.com/symbol/DYN">DYN stock</a> has risen 40% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-breaks-losing-streak-fund-manager-says-autonomy-beats-rich-valuation/cZXxPTdRenK">TSLA Stock Breaks Losing Streak: Fund Manager Says Autonomy Beats Rich Valuation</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of US biotech company Dyne Therapeutics Inc. is displayed on a smartphone in front of abstract background on computer screen. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

DYN Stock Gains As It Gears Up For Accelerated Approval Of DMD Therapy: Wall Street Sees 140% Upside

Dyne said it plans to submit an application seeking accelerated approval of z-rostudirsen to the U.S. Food and Drug Administration later this quarter.

Equity

Dyne said it plans to submit an application seeking accelerated approval of z-rostudirsen to the U.S. Food and Drug Administration later this quarter.


<ul class="summary-bullets"><li>Barclays raised its price target on Relay Therapeutics to $27 from $21 while maintaining an ‘Overweight’ rating, implying a potential upside of 124% from RLAY’s closing price on Tuesday.</li><li>The firm cited growing confidence in zovegalisib following the company’s latest clinical update.</li><li>Citizens said the data support a larger vascular anomalies opportunity and a potential accelerated approval pathway, with regulatory feedback expected in the second half of 2026.</li></ul>Relay Therapeutics Inc. (RLAY) shares declined more than 5% in Wednesday’s pre-market trade, extending the marginal decline on Tuesday, with the stock on track for its fifth consecutive trading session in the red.Relay Therapeutics announced that it had commenced an offering of $175 million worth of shares of its common stock late Tuesday. All of the shares in the stock offering are to be sold by the company, not by existing investors, it stated.<h2 class="st-heading-2">Wall Street Turns Bullish On RLAY</h2>According to TheFly, Barclays raised its price target on Relay Therapeutics to $27 from $21 while maintaining an ‘Overweight’ rating, implying a potential upside of 124% from RLAY’s closing price on Tuesday. The firm cited growing confidence in zovegalisib following the company’s latest clinical update.Barclays added that the mutant-selective cancer drug appears positioned as a potential “best-in-class” treatment for vascular anomaly patients, with an estimated $6 billion market opportunity, limited competition, and a possible accelerated regulatory pathway.Citizens raised its price target on Relay Therapeutics to $21 from $19 and reiterated an ‘Outperform’ rating after zovegalisib posted a 60% response rate at 12 weeks with improved tolerability versus alpelisib.The firm said the data support a larger vascular anomalies opportunity and a potential accelerated approval pathway, with regulatory feedback expected in the second half of 2026.Analysts at JonesResearch upgraded Relay Therapeutics to ‘Buy’ from ‘Hold’ and raised its price target to $20 from $18, citing the company’s clinical update.The firm said the results support zovegalisib’s efficacy potential and increased its estimated odds of success in vascular malformations to 40% from 20%.<h2 class="st-heading-2">RLAY’s Clinical Update For Zovegalisib</h2>Relay Therapeutics&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-rlay-stock-rising-today/cZXuoXhReZq">reported</a> initial Phase 2 data on Tuesday, showing that zovegalisib achieved a 60% volumetric response rate at 12 weeks in vascular anomalies patients, with nearly all patients experiencing symptomatic improvement.The mutant-selective PI3Kα drug also demonstrated a favorable safety and tolerability profile that may support chronic use.<h2 class="st-heading-2">How Did Retail Traders React To RLAY?</h2>Retail sentiment on Stocktwits around Relay Therapeutics trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user brushed off the decline in RLAY stock following the offering, stating that there is nothing to be concerned about.<stembedurl>https://stocktwits.com/GA09/message/653853122</stembedurl><a href="https://stocktwits.com/symbol/RLAY">RLAY stock</a> is up 43% year-to-date and 312% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 31% over the past 12 months, while the S&amp;P Biotech ETF (XBI) is up 59%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-hardware-team-ramp-up-future-devices-incoming-ceo-john-ternus/cZXuxbgReNK">Apple Reportedly Plans Hardware Team Shake Up To Ramp Up Future Devices As It Gears Up For Incoming CEO John Ternus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Shares of Amer Sports climbed on Tuesday. (Representative image: Getty Images)

RLAY Stock Declines Pre-Market After $175M Offering — Despite Fresh Bullish Calls On Relay's Zovegalisib

Relay Therapeutics Inc. (RLAY) shares declined more than 5% in Wednesday’s pre-market trade, extending the marginal decline on Tuesday, with the stock on track for its fifth consecutive trading session in the red.

Relay Therapeutics announced that it had commenced an offering of $175 million worth of shares of its common stock late Tuesday.

<ul class="summary-bullets"><li>As of May 11, 2026, 78 deaths had occurred in the study, called REGAL.</li><li>On Tuesday, Sellas CEO said that the company expects the 80th event imminently.</li><li>The CEO also expressed optimism for the upcoming data, highlighting that the survival time in the trial appears “longer than expected.”</li></ul>Shares of SELLAS Life Sciences Group (SLS) jumped nearly 8% in after-hours trading on Tuesday after the company CEO said that they expect data readout for its trial of galinpepimut-S (GPS) in acute myeloid leukemia (AML) ‘very soon.’Last week, the company said that the trial is now just two events away from triggering a topline data readout. As of May 11, 2026, 78 deaths had occurred in the study, called REGAL, the company said. The prespecified 80th event will trigger analysis and disclosure of results, the company said.On Tuesday, Sellas CEO Angelos Stergiou said that the company expects the 80th event imminently. SELLAS currently remains blinded to the data as the study is being conducted by a contract research organization. However, the CEO voiced optimism for the upcoming data.“Survival times in REGAL indeed appear longer than expected,” he said at the Stifel 2026 Targeted Oncology Virtual Forum. &nbsp;“From a mathematical standpoint, current treatment landscape and published data and real-world evidence…every passing month may increase the probability of a successful study due to a potential GPS effect.” &nbsp;The CEO assured that the company will inform the public once the 80th event materializes in the trial he termed the firm’s “most advanced” and a “very important near-term catalyst for SELLAS.” He also added that the firm had initially assumed only 12-15 months before the 80th event was met in the trial. “Obviously, that has surpassed the timing,” the CEO said.The company said it would take “a few weeks” after the 80th event to provide a top-line data disclosure.<h2 class="st-heading-2">How Did SLS Retail Traders React?</h2>On Stocktwits, retail sentiment around SLS stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume fell from ‘extremely high’ to ‘high’ levels.A Stocktwits user expressed optimism for a major rally at the time the company hit the 80th event milestone.<stembedurl>https://www.stocktwits.com/Buffet87/message/653868272</stembedurl>Another user termed the current jump a calm before the storm.<stembedurl>https://www.stocktwits.com/NomorebigC4life/message/653868052</stembedurl><a href="https://stocktwits.com/symbol/SLS">SLS stock</a> has gained 334% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/mnpr-stock-rallies-after-hours-as-experimental-drug-shows-rapid-copper-balance-in-genetic-disorder/cZXDgOLReNs">MNPR Stock Rallies After Hours As Experimental Drug Shows Rapid Copper Balance Improvement In Genetic Disorder</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

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

SLS Stock Rallies After Hours As CEO Teases Leukemia Study Data Any Day Now

Last week, the company said that the trial is now just two events away from triggering a topline data readout.

<ul class="summary-bullets"><li>Leerink said recent stock weakness tied to a competitor downgrade and board departures has created a buying opportunity ahead of key pancreatic cancer data expected later this year.</li><li>Mizuho raised its price target for TNGX to $30 from $20 and maintained an ‘Outperform’ rating, citing stronger front-line pancreatic cancer revenue expectations.</li><li>Wedbush raised its price target on Tango Therapeutics to $33 from $19 and maintained an ‘Outperform’ rating, citing recent financing activity and progress in vopimetostat development.</li></ul>Shares of Tango Therapeutics Inc. (TNGX) lost more than a fifth of their value on Friday after the company reported revenue of $0 in the first quarter, missing Wall Street expectations.Despite the first-quarter (Q1) miss, analysts at Leerink nearly doubled their price target for TNGX stock on Friday, according to TheFly.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/TNGX">Tango Therapeutics shares</a> were headed for their worst single-day fall in more than 19 months.<h2 class="st-heading-2">Leerink, Mizuho, Wedbush Turn Bullish On TNGX</h2>Leerink raised its price target on Tango Therapeutics to $55 from $28, implying an upside potential of 184% from current levels, while maintaining its ‘Outperform’ rating after the company’s Q1 results and pipeline update.The firm said recent stock weakness tied to a competitor downgrade and board departures has created a buying opportunity ahead of key pancreatic cancer data expected later this year.Leerink also backed Tango’s decision to prioritize first-line pancreatic cancer studies combining vopimetostat with RAS(ON) inhibitors over a standalone second-line trial.Analysts at Mizuho raised their price target on Tango Therapeutics to $30 from $20, while keeping an ‘Outperform’ rating. The firm cited increased front-line pancreatic ductal adenocarcinoma revenue assumptions for the target boost.Wedbush raised its price target on Tango Therapeutics to $33 from $19 and maintained an ‘Outperform’ rating. The analysts cited the company’s recent financing activity and progress in the development of vopimetostat.However, analysts at Piper Sandler downgraded TNGX stock to ‘Neutral’ from ‘Overweight’, but hiked the price target to $24 from $16. The firm stated that it has become less confident in vopimetostat following the company’s shift away from its previously disclosed monotherapy strategy.<h2 class="st-heading-2">TNGX Q1 At A Glance</h2>Tango Therapeutics reported adjusted loss per share of $0.32 in Q1, compared to a loss of $0.36 per share during the same period a year ago. Revenue was nil for the quarter, compared with $5.4 million in the year-ago period.Wall Street expected Tango Therapeutics to report a loss of $0.31 per share on revenue of $0.58 million, according to Fiscal.ai data.The company stated that it had recognized all remaining deferred revenue tied to upfront and research option-extension payments under its Gilead collaboration in fiscal year 2025, after the agreement was terminated and all research activities had concluded.<h2 class="st-heading-2">TNGX Provides Update On Upcoming Milestones</h2>The company expects to report initial Phase 1/2 safety and efficacy data in 2026 for vopimetostat combination trials with daraxonrasib and Revolution Medicines’ zoldonrasib.It also plans to provide a lung cancer update from its vopimetostat monotherapy study this year, along with the release of early Phase 1/2 data from the TNG456 monotherapy trial this year.Additionally, the company aims to begin a Phase 1/2 combination study of vopimetostat and Erasca’s ERAS-0015 in the second half of 2026.<h2 class="st-heading-2">How Did Retail Traders React To TNGX?</h2>Retail sentiment on Stocktwits around Tango Therapeutics trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/TNGX">TNGX stock</a> is up 120% year-to-date and 1,182% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 34% over the past 12 months, while the S&amp;P Biotech ETF (XBI) is up 68%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apollo-torsten-slok-inflation-very-serious-fed-rate-hike-kevin-warsh-powell/cZXmcm4RekG">Apollo’s Torsten Slok Warns Inflation Has Become A ‘Very Serious’ Problem — Says Markets Now Expect Fed Rate Hikes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

TNGX Stock Crashes 20% After Reporting $0 Revenue In Q1 — But Analysts Still See Massive Upside

Shares of Tango Therapeutics Inc. (TNGX) lost more than a fifth of their value on Friday after the company reported revenue of $0 in the first quarter, missing Wall Street expectations.

Leerink raised its price target on Tango Therapeutics to $55 from $28, implying an upside potential of 184% from current levels, while maintaining its ‘Outperform’ rating.

<ul class="summary-bullets"><li>REGENXBIO, however, noted that the U.S. Food and Drug Administration recommended a randomized controlled trial for the drug in recent discussions, raising cash concerns.</li><li>Cash, cash equivalents, and marketable securities stood at $150.5 million at Q1-end, which the firm expects to be sufficient to fund its operations into early 2027.</li><li>Both Q1 revenue and earnings fell short of Wall Street expectations on Thursday.</li></ul>Shares of REGENXBIO Inc. (RGNX) dropped 37% on Thursday after the company reported disappointing first-quarter 2026 (Q1) financial results that overshadowed positive pivotal late-stage trial data for its lead Duchenne muscular dystrophy candidate RGX-202.The stock is on track for its worst day ever, if losses hold.<h2 class="st-heading-2">RGNX’s Q1 Earnings</h2>The company reported that revenue for the three months ended March 31 plunged to $6.4 million from $89.0 million a year earlier, and below an analyst estimate of $25.25 million. The steep decline was driven by the absence of a $70 million upfront license payment recognized in Q1 2025 under the Nippon Shinyaku collaboration and lower royalties from Novartis’ ZOLGENSMA after U.S. patent expiration in January 2026.REGENXBIO swung to a net loss of $90.1 million, or $1.72 per share, compared with net income of $6.1 million, or $0.12 per share, in the prior-year quarter. Wall Street, on average, had estimated a loss of only $1.3/ share.Cash, cash equivalents, and marketable securities stood at $150.5 million at quarter-end, which the firm expects to be sufficient to fund its operations into early 2027.<h2 class="st-heading-2">DMD Trial Readout</h2>In a separate announcement, REGENXBIO reported strong results from its main late-stage trial of RGX-202 for Duchenne muscular dystrophy. Duchenne muscular dystrophy (DMD) is a severe, progressive genetic disorder characterized by muscle degeneration and weakness, primarily affecting young boys.The study met its main goal. Ninety-three percent of patients produced high levels of the needed muscle protein after 12 weeks, averaging 71%.One-year data from some patients showed meaningful improvements in movement and muscle function compared to untreated boys. The treatment was generally safe, with two serious side effects that resolved, Regenxbio said.The results support plans for an accelerated approval filing and subsequent launch in 2027, the firm said. REGENXBIO, however, noted that the U.S. Food and Drug Administration recommended a randomized controlled trial for the drug in recent discussions, which could add uncertainty to the timeline, though the company remains optimistic and plans further FDA discussions.<h2 class="st-heading-2"> How Did RGNX Retail Traders React?</h2>On Stocktwits, retail sentiment around RGNX stock increased from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user expressed hopes for the stock recovering after the “overreaction.” The user sees the company’s market cap touching $1 billion in time, up from its current near $330 million market cap now.<stembedurl>https://www.stocktwits.com/buymoremakemore/message/653352403</stembedurl>Another user expressed hopes for Novartis buying the company.<stembedurl>https://www.stocktwits.com/murphylaw/message/653377645</stembedurl>Another user highlighted that the company doesn’t seem to have enough cash to conduct another trial if the FDA insists.<stembedurl>https://www.stocktwits.com/Find_the_Cure/message/653359896</stembedurl><a href="https://stocktwits.com/symbol/RGNX">RGNX stock</a> has fallen by about 23% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/ivvd-stock-fell-today-but-this-analyst-sees-730-percent-upside/cZX1UFNReSa">IVVD Stock Tanks 19% Today – But This Analyst Believes It Has A Potential Upside Of Over 730%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

RGNX Stock On Track For Worst Day Ever As Big Q1 Loss, Cash Concerns Eclipse Duchenne Trial Success  

REGENXBIO on Thursday reported strong results from its main late-stage trial of RGX-202 for Duchenne muscular dystrophy.

<ul class="summary-bullets"><li>So far this week, SLS has gained nearly 30%, on track for its best week since the week ended Jan 2, if gains hold.</li><li>SELLAS is advancing two key programs in AML.</li><li>According to data from Koyfin, the two analysts covering Sellas rate it ‘Buy’ or higher.</li></ul>Shares of Sellas Life Sciences Group Inc (SLS) closed up 25% on Wednesday, a day after the company said that its pivotal late-stage trial of galinpepimut-S (GPS) in acute myeloid leukemia (AML) is now just two events away from triggering a topline data readout.As of May 11, 2026, 78 deaths had occurred in the study, called REGAL, the company said. The prespecified 80th event will trigger analysis and disclosure of results, the company said. SELLAS remains blinded to the data as the study is being conducted by a contract research organization.So far this week, SLS has gained nearly 30%, on track for its best week since the week ended Jan 2, if gains hold. To December-end, the company reported that 72 out of the prespecified 80 patient deaths required to trigger the final analysis had occurred as of Dec. 26, 2025, sparking a rally.According to data from Koyfin, the two analysts covering Sellas rate it ‘Buy’ or higher. The 12-month average price target on the stock is $10, representing a potential upside of about 53% from the stock’s closing price on Wednesday.<h2 class="st-heading-2">How Did Sellas Retail Traders React?</h2>On Stocktwits, retail sentiment stayed within the ‘bullish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels. According to platform data, retail chatter around SLS jumped nearly 500% over the past 24 hours and by about 400% over the past seven days.A Stocktwits user opined that the shares of the company will drop once the data is announced.<stembedurl>https://www.stocktwits.com/BIG_BEAR_/message/653285528</stembedurl>Another user opined that the imminent trial results would be “transformational.”<stembedurl>https://www.stocktwits.com/Evie47/message/653284589</stembedurl>A third user highlighted that Sellas has not one but two “blockbuster assets.” “...in no dimension, this dimension or alternative dimension should SLS be a single-digit stock &amp;/or at this valuation this late into development,” they wrote.<stembedurl>https://www.stocktwits.com/Mr_Anderson007/message/653248347</stembedurl>“...we believe that the upcoming results, triggered by reaching the pre-specified 80th event, will be an important milestone for the Company,” Sellas CEO Angelos Stergiou said about the GPS trial outcome.SELLAS is advancing two key programs in AML. In addition to the REGAL trial, the company has begun dosing patients in an 80-patient mid-stage trial of its experimental drug SLS009 in newly diagnosed, first-line AML patients.<a href="https://stocktwits.com/symbol/SLS">SLS stock </a>has gained over 350% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-draws-attention-as-culper-research-takes-short-position-over-china-ties/cZXLrSBReKF">Nvidia Stock Draws Attention As Culper Research Takes Short Position Over China Ties</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SLS On Track For Best Week In Over 4 Months: Retail Divided Between Stock Drop Or Multibagger Status Amid Upcoming Cancer Trial Data

As of May 11, 2026, 78 deaths had occurred in the study, called REGAL, the company said on Tuesday. 

<ul class="summary-bullets"><li>SELLAS is advancing two key programs in AML.</li><li>For Q1, SLS reported a higher net loss as it prepares for a potential application filing to the U.S. Food and Drug Administration for GPS.&nbsp;</li><li>The data readout from the GPS trial will be triggered by a pre-specified event.&nbsp; &nbsp;</li></ul>Shares of SELLAS Life Sciences Group (SLS) jumped more than 20% in after-hours trading Monday following the company’s announcement that its pivotal late-stage trial of galinpepimut-S (GPS) in acute myeloid leukemia (AML) is now just two events away from triggering topline data readout.As of May 11, 2026, 78 deaths had occurred in the study, called REGAL, the company said. The prespecified 80th event will trigger analysis and disclosure of results, the company said. SELLAS remains blinded to the data as the study is being conducted by a contract research organization.In December, the company reported that 72 out of the prespecified 80 patient deaths required to trigger the final analysis had occurred as of Dec. 26, 2025.“...we believe that the upcoming results, triggered by reaching the pre-specified 80th event, will be an important milestone for the Company,” Sellas CEO Angelos Stergiou said.<h2 class="st-heading-2">Pipeline Highlights</h2>SELLAS is advancing two key programs in AML. In addition to the REGAL trial, the company has begun dosing patients in an 80-patient mid-stage trial of its experimental drug SLS009 in newly diagnosed, first-line AML patients, including high-risk subsets. Topline data from this study are expected in the fourth quarter of 2026.Stergiou said that Sellas is “entering an exciting time with multiple, high-value potential catalysts that could transform the AML treatment landscape.”<h2 class="st-heading-2">Financial Results and Guidance</h2>As of March 31, 2026, SELLAS had $107.1 million in cash and cash equivalents. The company has since received an additional $7.5 million from the exercise of warrants in the second quarter, extending its cash runway.The company has also established a new at-the-market (ATM) equity facility that gives it the ability to raise up to $150 million over time, though no shares have been sold under the program to date.For the first quarter ended March 31, 2026, SELLAS reported a net loss of $8.4 million, compared with a net loss of $5.8 million in the year-ago period. The increase was driven primarily by higher research and development spending as the company prepares for a potential application filing to the U.S. Food and Drug Administration for GPS following the REGAL readout.<h2 class="st-heading-2">How Did SLS Retail Traders React?</h2>On Stocktwits, retail sentiment around SLS rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels.A Stocktwits user voiced hopes for further rally.<stembedurl>https://www.stocktwits.com/MoMoney80/message/653149990</stembedurl>Another expressed anticipation for the REGAL trial data, noting that it is “nearly here.”<stembedurl>https://www.stocktwits.com/Leotto/message/653149831</stembedurl>A third user expressed optimism for the data triggering an FDA approval, causing a 10x jump in share price.<stembedurl>https://www.stocktwits.com/55X_ROI_Q1_2026/message/653149438</stembedurl>According to data from Koyfin, the two analysts covering Sellas rate it ‘Buy’ or higher. The 12-month average price target on the stock is $10, representing a potential upside of over 90% from the stock’s closing price on Tuesday.<a href="https://stocktwits.com/symbol/SLS">SLS stock</a> has more than tripled over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-invests-250-million-in-cell-manufacturing-at-giga-berlin/cZXXYivRe0G">Tesla Invests $250M In Cell Manufacturing At Giga Berlin As It Eyes Model Y Production Ramp In H2</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SLS Stock Pops Big After Hours On Imminent Leukemia Trial Data Readout Optimism

Sellas investors are now awaiting data readout from the firm’s late-stage trial of galinpepimut-S or GPS in acute myeloid leukemia. 

<ul class="summary-bullets"><li>SRPT’s Q1 revenue and earnings beat Wall Street expectations.&nbsp;</li><li>FDA-approved Elevidys came under scrutiny last year over concerns of acute liver failure and associated patient deaths.</li><li>Sarepta CEO Doug Ingram, however, struck an optimistic tone, saying that the company’s commercial portfolio has “begun to stabilize” and that Elevidys “is positioned to return to growth.”</li></ul> Shares of Sarepta Therapeutics Inc. (SRPT) fell 7% in after-hours trading on Wednesday after the company reported first-quarter 2026 results that beat Wall Street expectations on both revenue and earnings but highlighted ongoing softness in its flagship gene therapy Elevidys.The Cambridge-based biotech posted total revenue of $730.8 million, down 2% year-over-year but topping consensus estimates of roughly $475.01 million. Adjusted earnings per share for the three months ended March came in at $3.16, compared to a loss of $3.42 reported in the corresponding quarter of 2025, and comfortably above an analyst estimate of $1.09 in earnings per share.Net product revenue came in at $330.5 million, with Elevidys, Sarepta’s one-time gene therapy for Duchenne muscular dystrophy (DMD), generating $102 million in net product sales, down from the $375 million record in Q1 2025. The lowered Elevidys sales reflect the limitation of the drug’s addressable population to DMD patients who can walk following safety concerns flagged last year. &nbsp;Sarepta reiterated its full-year 2026 guidance for total net product revenue of $1.2 billion to $1.4 billion. Cash, cash equivalents, restricted cash and investments stood at $748.3 million at quarter-end.Sarepta CEO Doug Ingram, however, struck an optimistic tone, saying that the company’s commercial portfolio has “begun to stabilize” and that Elevidys “is positioned to return to growth.”FDA-approved Elevidys came under scrutiny last year over concerns of acute liver failure and associated patient deaths. While the company resumed shipments to patients who can walk after a temporary pause in shipments in July 2025, it is now working to address safety concerns in patients who cannot walk.The company is currently undertaking studies to develop a regimen that makes the therapy safe and usable in non-ambulatory patients by pretreating them with the immunosuppressant medication sirolimus before administering Elevidys. Sirolimus is commonly used to prevent organ rejection in kidney transplant patients.<h2 class="st-heading-2">How Did SRPT Retail Traders React?</h2>On Stocktwits, retail sentiment around SRPT stock jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels.A Stocktwits user opined that basic demand was never there for Elevidys.<stembedurl>https://www.stocktwits.com/LikesVikes/message/652520772</stembedurl>Another user dismissed the “short-term price reactions” and said they are going to hold on to the stock for a “long, long time.”<stembedurl>https://www.stocktwits.com/Dondetzela/message/652519939</stembedurl><a href="https://stocktwits.com/symbol/SRPT">SRPT stock</a> has fallen by about 51% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/spacexai-takes-off-elon-musk-consolidates-ai-empire-ahead-of-massive-ipo/cZQzjOQReOD">SpaceXAI Takes Off: Elon Musk Consolidates AI Empire Ahead Of Massive IPO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

SRPT Stock Plunges 7% After-Hours As Elevidys Demand Slumps — CEO Still Sees Return To Growth

The stock was weighed down after hours by lower sales reported for Sarepta’s gene therapy Elevidys. 

<ul class="summary-bullets"><li>The FDA Commissioner reportedly clarified that the FDA made no “corrupt sweetheart deals.”</li><li>Makary’s clarification comes on the heels of Health Secretary Robert F. Kennedy Jr. pinning the responsibility for the drug rejection on the FDA alone.</li><li>Replimune, for its part, said that it disagrees with the FDA about the sufficiency of the dataset it submitted while also accusing the agency of inconsistent communication and a slow-moving regulatory process.</li></ul> Shares of Replimune Group Inc (REPL) fell a steep 13% on Tuesday after U.S. Food and Drug Administration Commissioner Marty Makary backed the agency’s decision to refuse approval for the company’s experimental drug RP1.FDA refused to approve Replimune’s melanoma drug RP1 for the second time in April, citing insufficient data to provide “substantial evidence of effectiveness” in the treatment of unresectable advanced cutaneous melanoma.<h2 class="st-heading-2">Makary’s Defense</h2>“I don’t work for Replimune, I work for the American people, and I stand by the scientists at the FDA,” Makary reportedly said in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/05/05/watch-cnbcs-full-interview-with-fda-commissioner-marty-makary.html">interview</a> with CNBC’s David Faber.The FDA commissioner also added that three independent teams arrived at the same conclusion on the drug, while putting his weight behind his review teams. The agency did not make “corrupt sweetheart deals,” he said.“If your drug works, it’s going to get approved,” Makary said, while adding that the agency is not out to “smear any company.”Makary’s clarification comes on the heels of Health Secretary Robert F. Kennedy Jr. pinning the responsibility for the drug rejection on the FDA alone.Last month, the Health Secretary reportedly told a Senate hearing that he had little role in the FDA’s decision to reject RP1. "This decision comes out of FDA, and we trust ​the process there,” Kennedy reportedly said.<h2 class="st-heading-2">Medical Community Reacts</h2>Doctors, in an opinion <a href="https://stocktwits.com/news-articles/markets/equity/repl-ignites-on-doctor-fury-against-fda-melanoma-drug-snub-health-sec-steps-back/cZB9GvORebB">piece</a> published in The Wall Street Journal last month, criticized the FDA’s decision, noting that the initial panel that reviewed RP1 had recommended approval, which was later overruled by the then-FDA biologics chief, Vinay Prasad.The second team that reviewed the drug also did not say that the drug was ineffective, instead saying that it is “unclear whether the drug was effective,” the doctors said.“Denying patients a life-saving medicine for inexplicable reasons is the wrong kind of change. If Dr. Makary doesn’t understand that, the FDA needs a change in leadership,” the doctors said.<h2 class="st-heading-2">Replimune Alleges Inconsistency</h2>Replimune, for its part, said that it disagrees with the FDA about the sufficiency of the dataset it submitted while also accusing the agency of inconsistent communication and a slow-moving regulatory process.“A treatment desperately needed by patients will not be available. Not because the medicine failed. Because the system did,” Replimune CEO Sushil Patel said.<h2 class="st-heading-2">Replimune’s Efforts With RP1 Approval</h2>In late July 2025, the FDA issued a complete response letter regarding the company’s application for RP1 in combination with Nivolumab for the treatment of advanced melanoma.The agency said in the letter that it is unable to approve the application in its present form, and indicated that the trial conducted by the company for the drug is not considered to be an adequate and well-controlled clinical investigation that provides substantial evidence of effectiveness. It further urged that the company conduct and provide the results from a fresh trial for further consideration.Replimune subsequently resubmitted its application in October with additional information and analyses, but no additional trial.In April, the FDA said that the revised application does not alter its initial conclusion of the ineffectiveness of the trials conducted by the company.Replimune can either resubmit or withdraw its application within a year, the agency said.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around REPL stock stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed within ‘extremely low’ levels.A Stocktwits user said that the company is “done.”<stembedurl>https://www.stocktwits.com/mmr786/message/652309710</stembedurl>Another highlighted that the agency will not move on its decision for RP1.<stembedurl>https://www.stocktwits.com/Capitulation_0/message/652298850</stembedurl>A third user highlighted that the FDA commissioner does not seem “happy” with how REPL handled the rejection.<stembedurl>https://www.stocktwits.com/Dragonfire89/message/652298780</stembedurl><a href="https://stocktwits.com/symbol/REPL">REPL stock</a> is down 74% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/trump-china-xi-very-respectful-iran-war-not-challenged-by-china/cZQDPwdRe9j">Trump Says Xi Jinping Has Been Very Respectful About US Blockade On Iranian Oil Exports — 'We Haven't Been Challenged By China'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

REPL Nosedives As FDA Chief Stands Firm Against Melanoma Treatment: ‘I Don’t Work For Replimune…’

FDA refused to approve Replimune’s melanoma drug RP1 for the second time in April, citing insufficient data to provide “substantial evidence of effectiveness” in the treatment of unresectable advanced cutaneous melanoma.

<ul class="summary-bullets"><li>In Mirum’s trial, volixibat delivered statistically significant and clinically meaningful reductions in cholestatic pruritus or an intense, often debilitating itching caused by liver diseases.&nbsp;</li><li>The company added that it now expects topline data from a separate study of volixibat in primary biliary cholangitis in the first quarter of 2027.</li></ul> Shares of Mirum Pharmaceuticals, Inc. (MIRM) closed 10% higher on Monday, marking its best day since mid-December, after the company said that its investigational drug volixibat met the primary endpoint in a mid-stage study in patients with a rare liver disease.Primary Sclerosing Cholangitis (PSC) is a chronic, progressive, and rare liver disease characterized by inflammation, scarring, and narrowing of the bile ducts. In Mirum’s trial, volixibat delivered statistically significant and clinically meaningful reductions in cholestatic pruritus or an intense, often debilitating itching caused by liver diseases.In the primary analysis cohort of 111 patients with moderate-to-severe itch at baseline, volixibat 20 mg twice daily produced a 2.72-point improvement from baseline on a standardized scale, compared with a 1.08-point improvement for placebo, the company said. Statistically significant itch relief was observed as early as two weeks after starting therapy and was also seen in the secondary cohort of patients with mild itch, it added.Severe adverse events associated with the drug in the trial consisted mainly of gastrointestinal side effects and elevations in liver laboratory values such as ALT and bilirubin, the company said.<h2 class="st-heading-2">FDA Approval And Process</h2>The results position volixibat as a potential approved therapy for the severe itching that is one of the most burdensome symptoms of PSC, a rare and progressive liver disease with no approved treatments, according to Mirum’s chief medical officer Joanne Quan.Mirum said it has scheduled a pre-New Drug Application meeting with the U.S. Food and Drug Administration for this summer and plans to submit an NDA in the second half of 2026. The company added that it now expects topline data from a separate study of volixibat in primary biliary cholangitis in the first quarter of 2027.<h2 class="st-heading-2">How Did MIRM Retail Traders React?</h2>On Stocktwits, retail sentiment around MIRM jumped from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘extremely high’ levels.A Stocktwits user voiced optimism for a buyout at up $160/share price.<stembedurl>https://www.stocktwits.com/BZAJDEL/message/652215094</stembedurl><a href="https://stocktwits.com/symbol/MIRM">MIRM stock </a>has gained about 140% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/ford-warns-of-no-fair-fight-with-chinese-evs-while-byd-dwarfs-its-april-output/cZQu5XdReJq">Ford Warns Of ‘No Fair Fight’ With Chinese EVs While BYD Dwarfs Its April Output</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

MIRM Stock Clocks Best Day In 4.5 Months On Liver Disease Trial Data: Retail Eyes Buyout At A Premium

Mirum said it has scheduled a pre-New Drug Application meeting with the U.S. Food and Drug Administration for this summer to discuss its drug volixibat in the treatment of Primary Sclerosing Cholangitis. 

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