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Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is trending due to its strategic partnership with Palantir and World View to develop AI-enabled multi-domain intelligence and defense systems, a move seen as highly transformative by the community alongside recent defense tech acquisitions. While many investors are bullish on the company's long-term potential and anticipate a short squeeze, others are expressing concerns over share dilution and the stock's struggle to maintain gains.

Incannex Healthcare, Inc. is a biotech company, which engages in developing cannabinoid and psychedelic compound medicines. It focuses on the research and development for medicinal cannabis pharmaceutical products and psychedelic medicine therapies for treatment of a range of indications. The company was founded on April 27, 2001 and is headquartered in Norwest, Australia.

Incannex Healthcare Inc

Incannex Healthcare Limited - ADR

Incannex Healthcare (IXHL) is experiencing a notable rally driven by impending NASDAQ compliance and heightened speculation regarding positive FDA End-of-Phase 2 results for its Fast Track designated sleep apnea drug, IHL-42X, with its low share float further amplifying short squeeze potential among traders.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is actively discussed following multiple strategic announcements, including a sovereign AI architecture with NVIDIA and expanded partnerships in defense, energy, and commercial AI. The community is highly enthusiastic, viewing these collaborations as strong validation of Palantir's AI platform and its crucial role across diverse, high-stakes sectors.

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 after reporting a beat on earnings and achieving its first GAAP profitable year, complemented by a new $500M share buyback; however, its conservative forward guidance and subsequent analyst downgrades have fueled a community debate between bullish long-term conviction in agentic AI leadership and concerns over decelerating growth.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is trending after securing pivotal Japanese marketing approval for its Alpha DaRT technology, a massive de-risking event that has analysts raising price targets while the community asserts these valuations are still significantly undervalued given the company's strong cash position and promising oncology pipeline.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is trending due to a new development agreement with Tower Semiconductor to integrate its electro-optic polymer modulators into Tower's silicon photonics platform. The market views this as significant validation, fueling discussions about its role in future AI infrastructure and the long-term potential of its technology, despite ongoing volatility and profit-taking.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. It offers Alpha, Beta, Gamma, and orbital transfer vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 27, 2017 and is headquartered in Cedar Park, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending following the successful launch of its Alpha Flight 7 mission, which delivered a Lockheed Martin payload into orbit, marking a crucial comeback for the Alpha rocket program and driving positive community sentiment in the competitive commercial space sector.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending due to escalating tanker attacks and critical supply disruptions in the Strait of Hormuz, driving strong community debate over whether substantial strategic reserve releases can mitigate the sustained geopolitical risk or if oil prices are poised for further significant volatility.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is trending as its community, fueled by strong conviction, relentlessly promotes the token's "OG Meme" status and authenticity as a Solana-based project, aiming for significant market cap expansion. The community emphasizes consistent engagement and 'bagworking' while encouraging others to join and avoid "fake" tokens.

Dollar General Corp. engages in the operation of merchandise stores. Its offerings include food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares, and seasonal items. It sells brands including Clorox, Energizer, Procter & Gamble, Hanes, Coca-Cola, Mars, Unilever, Nestle, Kimberly-Clark, Kellogg's, General Mills, and PepsiCo. The company was founded by J. L. Turner and Hurley Calister Turner Sr. in 1939 and is headquartered in Goodlettsville, TN.

Dollar General Corp.

Dollar General is trending following its robust earnings report, which surpassed expectations and included upbeat fiscal guidance and significant expansion plans. The community is split, with some questioning the immediate market reaction despite the strong results, while others highlight its appeal as a value-driven retailer benefiting from cautious consumer spending.

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<ul class="summary-bullets"><li>Polaryx Therapeutics went public via a direct listing on Feb. 2.</li><li>The biotech firm is developing treatments for lysosomal storage disorders (LSDs).</li><li>Stocktwits sentiment for PLYX shifted to ‘extremely bullish’ after the stock rally.</li></ul>Shares of Polaryx Therapeutics (PLYX), a newly listed clinical-stage biotech firm, surged 70% on Tuesday,&nbsp;its best session on record, spurring increased interest from retail traders on Stocktwits. The micro-cap stock surged 29% on Monday.<h2 class="st-heading-2">Biotech Stocks Drawing Interest</h2>Polaryx is focused on rare neurodegenerative diseases and is currently testing its PLX-200 treatment aimed at treating lysosomal storage disorders (LSDs), genetic diseases where the body can’t break down certain molecules, causing harmful buildup inside cells.Biotech names have been catching investors' eyes as they seek shelter from the market turbulence triggered by the US-Israel conflict with Iran. Drug stocks have emerged as a go-to safe haven amid all the geopolitical uncertainty this year: the&nbsp;<a href="https://stocktwits.com/symbol/XBI">SPDR S&amp;P Biotech ETF</a> (XBI) has gained over 4% this year while the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust Series 1</a> (QQQ) index funds (which track the benchmark U.S. indices) have shed about 1%.Polaryx’s pipeline includes four drug candidates, namely, PLX-200, PLX-100, PLX-300, and PLX-400 for LSDs. The last three are still in the preclinical stage.<h2 class="st-heading-2">Recent Updates From PLYX</h2>The recent uptrend in the stock was likely triggered as investors took note of the company’s research advances. The company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nasdaq.com/articles/polaryx-initiate-soteria-phase-2-basket-trial-1h2026-stock?utm_source=chatgpt.com">announced</a> on Feb. 17 that it was moving forward with its phase-2 trial evaluating PLX-200 in four lysosomal storage disorders (LSDs) after receiving a “safe-to-proceed” letter from the Food and Drug Administration in October.Last week, Maxim initiated coverage on the PLYX with a ‘Buy’ rating and $10 price target, which implies a 66% upside to the stock’s last close. The firm said it views PLX-200 as a differentiated offering, given its oral formulation and potential to address a broad spectrum of LSDs by targeting shared disease pathways.<h2 class="st-heading-2">Retail’s View On PLYX</h2>On Stocktwits, retail sentiment for PLYX shifted to ‘extremely bullish’ as of early Wednesday, from ‘bullish’ the prior day, amid ‘extremely high’ message volume. The watcher count for&nbsp;<a href="https://stocktwits.com/symbol/PLYX">PLYX</a> on the platform increased nearly 50% over the past 24 hours.Several users&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/NorthernMonkey1/message/647157001">said</a> they would be watching the stock in the coming days.“$PLYX development stage biotech that traders tend to position in ahead of pipeline progress updates. These setups usually need sustained volume to get momentum going,” one trader&nbsp;<a href="https://stocktwits.com/topstockalerts/message/647155307">said</a>, explaining the prevailing view.About 25 million PLYX shares exchanged hands on Tuesday, about nine times the stock’s average trading volume, according to Stocktwits data.<h2 class="st-heading-2">Stock Widely Down Since Listing</h2>Polaryx’s recent gains come&nbsp;as a relief, as the stock slid sharply after its direct listing on the Nasdaq on Feb. 2. Shares currently trade at about one-tenth of their opening price of $45.00 that day.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-shuts-up-the-bears-as-ceo-touts-faster-cheaper-ai-wall-street-is-totally-buying-it/cZdANc5RIJT">Oracle Shuts Up The Bears As CEO Touts 'Faster, Cheaper' AI: Wall Street Is Totally Buying It</a>

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Battered Polaryx Stock Turns Retail-Trader Heads After 70% Surge: What’s Behind The Sudden Interest?

Watcher count for PLYX on Stocktwits increased by nearly 50% in a single day.

PLYX Stock Rockets To Best Day Ever: Why Retail Traders Are Piling Into This Battered Biotech

Equity

Watcher count for PLYX on Stocktwits increased by nearly 50% in a single day.


<ul class="summary-bullets"><li>Mizuho believes this leadership change is "constructive for uniQure."</li><li>H.C. Wainwright also opined earlier on Tuesday that the departure of Prasad at the end of April "reshapes the regulatory calculus" for uniQure's AMT-130.</li><li>FDA commissioner Marty Makary confirmed on Friday that Center for Biologics Evaluation and Research chief Prasad would leave in April.</li></ul>Mizuho on Tuesday upgraded uniQure (QURE) to ‘Outperform’ from ‘Neutral’, in light of Friday's "unexpected" announcement that Dr. Vinay Prasad will depart the U.S. Food and Drug Administration (FDA).Prasad’s exit just days after a highly public dispute with uniQure, "appears to signal an administration-level desire to restore greater regulatory flexibility in rare disease development," Mizuho said.The firm believes this leadership change is "constructive for uniQure," potentially reopening a path to an application based on the existing data or a late-stage trial leveraging natural history controls, the analyst told investors.H.C. Wainwright also opined earlier on Tuesday that the departure of Prasad at the end of April "reshapes the regulatory calculus" for uniQure's AMT-130. H.C. Wainwright has "continued conviction" in AMT-130's existing dataset and uniQure's broader pipeline, it said, while adding that QURE shares are "poised for a value inflection."<h2 class="st-heading-2">Prasad’s Exit</h2>FDA commissioner Marty Makary <a href="https://stocktwits.com/news-articles/markets/equity/fda-vaccine-chief-vinay-prasad-to-exit-agency-in-april-report/cZdLgVkRI4a">confirmed</a> on Friday that Center for Biologics Evaluation and Research chief Prasad would leave in April. Prasad had sparred with uniQure recently, going up against the company’s gene therapy AMT-130 for ⁠Huntington's disease.The agency has recommended that the company conduct a new controversial study, including a controversial sham surgery control group, for approval of the therapy after disagreeing with other study data submitted.uniQure raised ethical concerns about such a trial design, arguing that it could expose patients to surgical risks without therapeutic benefit.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>QURE stock closed 1.5% higher on Tuesday and edged up 1% after hours.On Stocktwits, retail sentiment around QURE stock stayed within ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/QURE">QURE stock</a> is up 56% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/mgnx-closes-up-on-wall-street-optimism-for-experimental-cancer-therapies/cZdY5gORI7q">MGNX Closes Up 45% On Wall Street Optimism For Experimental Cancer Therapies</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

QURE Stock Edges Up After Hours As Analyst Flags Reduced Regulatory Uncertainty Following Prasad’s FDA Exit

Mizuho said that Dr. Vinay Prasad’s exit just days after a highly public dispute with uniQure appeared to signal an administration-level desire to restore greater regulatory flexibility in rare disease development. 

<ul><li>H.C. Wainwright stated that it “reshapes the regulatory calculus” for the company’s Huntington’s disease gene therapy, AMT-130.</li><li>The firm stated that it has “continued conviction” in AMT-130's existing dataset and uniQure's broader pipeline.</li><li>Analysts at Chardan nearly doubled their price target for uniQure to $31 from $16, while keeping a ‘Buy’ rating, citing Prasad’s departure for its optimism.</li></ul>uniQure NV stock continued to draw retail buzz after analysts at H.C. Wainwright noted on Tuesday that the shares are poised for a value inflection following the reported departure of a key U.S. Food and Drug Administration (FDA) official.According to TheFly, analysts at H.C. Wainwright reiterated their ‘Buy’ rating and a $70 price target for the stock, implying a potential upside of nearly 289% from Monday’s closing price.<a href="https://stocktwits.com/symbol/QURE">uniQure shares</a> were up nearly 7% in Tuesday’s pre-market trade after a 26% surge on Monday.<h2 class="st-heading-2">Why Is HC Wainwright Bullish?</h2>H.C. Wainwright stated that the departure of Vinay Prasad, the head of the FDA’s division of vaccines and gene therapies at the end of April, bodes well for uniQure, stating that it “reshapes the regulatory calculus” for the company’s Huntington’s disease gene therapy, AMT-130.H.C. Wainwright stated that it has “continued conviction” in AMT-130's existing dataset and uniQure's broader pipeline.Prasad is reportedly leaving the agency next month to return to academia.Analysts at Chardan nearly doubled their price target for uniQure to $31 from $16, while keeping a ‘Buy’ rating. The firm cited Prasad’s departure as the reason for its price target hike.Earlier this month, the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-qure-stock-almost-halve-pre-market-today/cZd344CRIcD">FDA&nbsp;</a>said it does not agree that uniQure’s Phase I/II data for AMT-130 are sufficient to serve as theprimary evidence of effectiveness for a marketing application for its Huntington’s disease gene therapy.“While we did not reach alignment on a submission pathway based on the Phase I/II data, we believe the totality and durability of our data warrant continued substantive dialogue regarding how the FDA’s stated commitment to regulatory flexibility may be appropriately applied in this setting,” said uniQure CEO Matt Kapusta.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around uniQure trended in the ‘bullish’ territory at the time of writing.One user stated that this is the “gene therapy trade reset traders waited for.”<stembedurl>https://stocktwits.com/TradeThePool/message/647080386</stembedurl><a href="https://stocktwits.com/symbol/QURE">QURE stock</a> is down 25% year-to-date, but up 45% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-pershing-square-files-for-ipo-after-a-delay-of-more-than-a-year/cZdoYmJRIeU">Bill Ackman’s Pershing Square Files For IPO After A Delay Of More Than A Year</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

QURE Stock’s Relentless Rally Continues Today — Here's Why HC Wainwright Is Bullish On uniQure

H.C. Wainwright stated that the reported departure of a key U.S. Food and Drug Administration official at the end of April bodes well for uniQure.

<ul class="summary-bullets"><li>UniQure’s AMT-130 is a gene therapy to reduce levels of the Huntingtin protein in the brain.</li><li>The FDA recently said that data from uniQure’s Phase I/II trials were not sufficient and recommended a new randomized Phase III study.</li><li>RBC Capital estimates a 50% chance of eventual approval as Prasad’s exit could reopen a more balanced discussion at the FDA about the risk-benefit profile of AMT-130.</li></ul>Shares of uniQure N.V. (QURE) surged more than 20% on Monday, following upgrades from Wall Street firms, citing a potentially improving regulatory outlook for its Huntington’s disease therapy.Wells Fargo upgraded the company to ‘Overweight’ from ‘Equal Weight’ and sharply raised its price target to $60 from $15, according to The Fly. This implies a 243% potential rise from its current price of around $17.5.<h2 class="st-heading-2">Vinay Prasad’s Reported Departure In Spotlight</h2>Wells Fargo said the outlook for uniQure’s experimental gene therapy AMT-130 could improve following reports that Vinay Prasad will leave the U.S. Food and Drug Administration (FDA) next month. Prasad, who serves as both the Chief Medical and Scientific Officer and the Director of the Center for Biologics Evaluation and Research at the FDA, is set to leave next month, according to a Bloomberg report on Friday.Wells Fargo also noted that strong criticism from the media and the Huntington’s disease community over the FDA’s call for a new Phase 3 trial highlights stakeholder support for the therapy. That backing could strengthen the drug’s chances during review, approval, and commercialization.AMT-130 is a gene therapy to reduce levels of the Huntingtin protein in the brain. It uses a virus to deliver genetic instructions that help lower the protein. The treatment is administered directly into the striatum, an area of the brain heavily affected by Huntington’s disease, through a surgical procedure.Separately, RBC Capital Markets upgraded uniQure to ‘Outperform’ from ‘Sector Perform’ and raised its price target to $35 from $11. The firm said Prasad’s exit could reopen a more balanced discussion at the FDA about the risk-benefit profile of AMT-130, estimating about a 50% chance of eventual approval.<h2 class="st-heading-2">FDA Seeks New Randomized Study</h2>The upgrades come after regulatory uncertainty weighed on the company earlier this year. The FDA recently said that data from uniQure’s Phase I/II trials were insufficient to support a marketing application and recommended that the company conduct a new randomized Phase III study, including a controversial sham surgery control group.uniQure has raised ethical concerns about such a trial design, arguing that it could expose patients to surgical risks without therapeutic benefit. The company plans to request another meeting with the FDA in the second quarter of 2026 to discuss potential study designs.Despite the regulatory debate, AMT-130 has shown promising early data. In an earlier study, patients receiving a high dose of the gene therapy experienced about a 75% slower rate of disease progression after three years, along with a slower decline in both motor function and cognitive ability.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the sharp rally, retail sentiment for <a href="https://stocktwits.com/symbol/QURE">QURE</a> on Stocktwits turned ‘bullish’ from ‘extremely bullish’ a day earlier, amid ‘extremely high’ message volumes.One user expects the stock to surge to $150 if the company receives the FDA approval.<stembedurl>https://stocktwits.com/ChineseTakeeout/message/646975511</stembedurl>Another user weighed the options present for short sellers and long-term investors.<stembedurl>https://stocktwits.com/sepsis74/message/646972082</stembedurl>The stock has declined nearly 28% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/saudi-arabia-begins-slashing-oil-production-tpet-batl-indo-shares-continue-to-draw-retail-buzz/cZdVlsWRIIj">Saudi Arabia Begins Slashing Oil Production – TPET, BATL, INDO Stocks Continue To Draw Retail Buzz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

QURE Jumps 20% – Analysts Upgrade Stock On Huntington’s Disease Therapy Update, Retail Eyes $150

Wells Fargo upgraded uniQure’s stock to ‘Overweight,’ citing a bullish outlook for its gene therapy following reports that Vinay Prasad will leave the U.S. FDA next month.

<ul class="summary-bullets"><li>Following discussions with the FDA beginning in January 2026, ImmunityBio resubmitted its supplemental BLA for papillary-only NMIBC after providing additional data requested by the agency, including updated efficacy results.</li><li>The filing includes long-term follow-up data and study results for Anktiva plus Bacillus Calmette-Guérin in patients with bladder cancer and papillary tumors, published in The Journal of Urology.</li><li>ImmunityBio plans to present clinical data supporting the Saudi Food and Drug Authority approval of the chemotherapy-free regimen of Anktiva plus checkpoint inhibitors.</li></ul>ImmunityBio Inc. (IBRX) on Monday announced that it has resubmitted the supplemental biologics license application (BLA) to the U.S. Food and Drug Administration for Anktiva.ImmunityBio stated that the application includes additional information requested by the FDA to support its supplemental BLA for papillary disease.<a href="https://stocktwits.com/symbol/IBRX">ImmunityBio shares</a> were down more than 1% in Monday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Filing Includes Long-Term Follow-Up Data</h2>Following discussions with the FDA beginning in January 2026, ImmunityBio resubmitted its supplemental BLA for papillary-only NMIBC after providing additional data requested by the agency, including updated efficacy results.The filing includes long-term follow-up data, and safety and efficacy results for Anktiva plus BCG in BCG-unresponsive NMIBC with papillary tumors have been published in The Journal of Urology."As far back as 2007, IL-15 was identified by leading scientific and medical organizations, including the NCI, NIH, FDA, AACR, and ASH, as the number one-ranked immunotherapy molecule with the potential to cure cancer," said Dr. Patrick Soon-Shiong, ImmunityBio’s founder and Executive Chairman.<h2 class="st-heading-2">ImmunityBio Plans To Present Data Supporting Saudi Approval</h2>ImmunityBio plans to present clinical data supporting the Saudi Food and Drug Authority (SFDA) approval of the chemotherapy-free regimen of Anktiva plus checkpoint inhibitors, which showed nearly twice the median overall survival compared with historical outcomes with docetaxel chemotherapy.The company said it will also continue discussions with the FDA and other global regulators on potential treatment options for patients with second-line and later metastatic non-small cell lung cancer (NSCLC) who have exhausted current standards of care, including checkpoint inhibitors.<h2 class="st-heading-2">ImmunityBio’s Partnership To Expand Anktiva Access</h2>In March, the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/immunitybio-partnership-to-expand-access-to-anktiva-across-30-countries/cZRkGiwR4D5">partnered</a> with Accord Healthcare to expand access to Anktiva across 30 countries. It also established an Irish subsidiary in Dublin to support its distribution and commercialization strategy across Europe.Under the agreement, Accord will deploy more than 100 sales, medical, and marketing professionals to support the adoption of Anktiva across the United Kingdom, the European Union, Norway, Iceland, and Liechtenstein.Soon-Shiong said the company aims to broaden access to Anktiva by completing a randomized trial in patients with BCG-naïve disease.This includes individuals with non-muscle invasive bladder cancer (NMIBC) who have never received Bacillus Calmette-Guérin (BCG) immunotherapy or whose cancer recurs more than 24 months after prior BCG treatment.<a href="https://stocktwits.com/symbol/IBRX">IBRX stock</a> is up 332% year-to-date and 185% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-rlmd-stock-soaring-today/cZdVSq1RIIW">RLMD Stock Soars Pre-Market: Phase 2 Bladder Cancer Trial Data Impresses Investors</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

IBRX Stock Declines — ImmunityBio Resubmits Anktiva Application To FDA With Additional Data

ImmunityBio stated that the application includes additional information requested by the FDA to support its supplemental BLA for papillary disease.

<ul class="summary-bullets"><li>The company said that it had cash and cash equivalents of $340 million as of the end of February, which it deems sufficient to provide an operating runaway into 2028.&nbsp;</li><li>Altimmune has already agreed with the U.S. Food and Drug Administration on an upcoming MASH trial’s design.</li><li>Meanwhile, data from the company’s mid-stage trial of pemvidutide in Alcohol Use Disorder AUD is expected in the third quarter of 2026.</li></ul>Shares of Altimmune Inc (ALT) fell 9% on Thursday after the company reported a wider-than-expected fourth quarter loss.For Q4, the biopharmaceutical company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.altimmune.com/news-releases/news-release-details/altimmune-announces-fourth-quarter-and-full-year-2025-financial">reported </a>a net loss of $0.27 per share, compared to a net loss of $0.33 in the same period of 2024, but more than a Wall Street estimate of $0.24 per share.<h2 class="st-heading-2">Cash Position</h2>Altimmune said that it had cash and cash equivalents of $340 million as of the end of February, which it deems sufficient to provide an operating runaway into 2028 based on its current expectations for the timing of its late-stage trial in Metabolic Dysfunction-Associated Steatohepatitis.“Our intent is on having the cash resources necessary to execute the MASH phase 3 trial. We'll continue to be strategic and opportunistic in our approach to securing access to the forecasted capital needed to fund the phase 3, and we'll keep you updated on our progress,” CFO Greg Weaver said.Altimmune has already agreed with the U.S. Food and Drug Administration on the upcoming trial’s design. The global late-stage trial of pemvidutide in MASH is expected to evaluate multiple doses of the drug over a 52-week treatment period with biopsy-based endpoints to support potential accelerated approval.Meanwhile, data from the company’s mid-stage trial of pemvidutide in Alcohol Use Disorder AUD is expected in the third quarter of 2026. Pemvidutide is Altimmune’s lead candidate and has also been studied in the treatment of alcohol-associated liver disease.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ALT stock rose from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘normal’ levels.A Stocktwits user said they are buying the dip.<stembedurl>https://www.stocktwits.com/Corpkcots/message/646685890</stembedurl>Another user expressed disappointment over the earnings but voiced hopes for a buyout deal or partnership agreement for the company.<stembedurl>https://www.stocktwits.com/Damnthisappilosthistory/message/646685060</stembedurl>Yet another said that the company has a roadmap in place and is positioning itself for bigger opportunities ahead. “Short-term drops like this do not change the company’s long-term strategy,” they said.<stembedurl>https://www.stocktwits.com/Oziboz/message/646681100</stembedurl><a href="https://stocktwits.com/symbol/ALT">ALT stock</a> has dropped 32% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/paramount-skydance-ceo-david-ellison-says-wbd-deal-positions-it-to-compete-more-effectively-globally-report/cZdQDDQRI3k">Paramount Skydance CEO David Ellison Says WBD Deal Positions It To Compete More Effectively Globally: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

ALT Stock Drops On Wider-Than-Expected Q4 Loss: Retail Voices Hopes For Deal To Alleviate Cash Concerns

CFO says company continues to be “strategic and opportunistic” in approach to securing capital needed for late-stage MASH trial.

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

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

Why Did CRMD Stock Tumble Over 11% Today?

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

<ul class="summary-bullets"><li>Results showed that BXCL501 helped reduce withdrawal symptoms and could be as effective as or better than lofexidine.</li><li>Patients receiving BXCL501 experienced more than a 30% reduction in withdrawal symptoms.</li><li>BioXcel said BXCL501 could also be well-suited for treating withdrawal from opioids adulterated with xylazine.</li></ul>Shares of BioXcel Therapeutics Inc (BTAI) gave up early gains to trade 5% higher on Thursday, after the company announced positive topline results from a Phase 2 trial evaluating BXCL501 for treating opioid withdrawal symptoms.Results of the study, which involved 80 patients, showed that BXCL501 helped reduce withdrawal symptoms and may be as effective as or better than lofexidine, an FDA-approved treatment for opioid withdrawal.&nbsp;<h2 class="st-heading-2">BXCL501 Treatment Shows 30% Reduction In Withdrawal Symptoms</h2>Patients receiving BXCL501 experienced more than a 30% reduction in withdrawal symptoms, with the strongest improvement seen on days three and four of treatment. The drug also showed a favorable safety and tolerability profile, with lower rates of certain cardiovascular side effects and no reports of sedation in the treatment groups.These findings build on the company’s earlier Phase 1b/2 RELEASE study, which established the tolerability of selected BXCL501 doses in opioid-dependent patients, and expand the results to a different clinical setting that included a methadone taper and an active comparator.BXCL501 could also be well-suited for treating withdrawal from opioids adulterated with xylazine, the company added.“Opioid withdrawal remains a significant burden on the healthcare system and patients, and despite available therapies, there is still a substantial unmet need for safe and more effective treatment options that can help patients successfully transition to other medications such as buprenorphine or naltrexone for long-term benefits,” said Sandra Comer, Principal Investigator of the study and Professor of Neurobiology in the Department of Psychiatry at Columbia University. &nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/BTAI">BTAI</a> flipped to ‘extremely bullish’ from ‘neutral’ a day earlier, amid ‘extremely high’ message volumes.One user highlighted the company’s debt situation.<stembedurl>https://stocktwits.com/Just_An_Investor/message/646712839</stembedurl>Year-to-date, the stock has gained around 7%For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tariff uncertainty has prompted several analysts to cut their price targets for Five9 stock. 

BTAI Stock Gained 5% Today - What's The Latest On Its Opioid Withdrawal Treatment? 

BioXcel announced positive Phase 2 results for evaluating treatment for opioid withdrawal symptoms.

BTAI Stock Gained 5% Today - What's The Latest On Its Opioid Withdrawal Treatment?

<ul class="summary-bullets"><li>The company reported Q4 revenue of $92.02 million with an earnings per share (EPS) of $0.15.</li><li>Since the&nbsp;YUTREPIA launch, the company has received more than 3,600 unique prescriptions.</li><li>The therapy’s adoption rate has remained strong, with the conversion from prescription to patient treatment staying at or above 85%.</li></ul>Liquidia Corp. (LQDA) on Thursday released its financial results for the fourth quarter (Q4), highlighting strong early traction in the commercial rollout of its respiratory drug, YUTREPIA.&nbsp;The company reported Q4 revenue of $92.02 million&nbsp;with an earnings per share (EPS) of $0.15. While revenue surpassed the analysts’ consensus estimate of $83.70 million, EPS came in below the $0.19 estimate, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">YUTREPIA Launch Drives Commercial Momentum</h2>The North Carolina-based company reported significant prescription growth for YUTREPIA since its U.S. launch in June 2025, with thousands of patients now receiving therapy. The drug’s early performance has become a key contributor to Liquidia’s improving financial outlook and operational momentum.Product revenue from YUTREPIA reached approximately $148.3 million in 2025,&nbsp;including about $90.1 million generated during the fourth quarter alone.<blockquote>“We believe YUTREPIA and L606 have the potential to establish a new standard for the use of inhaled prostacyclin as a critical therapeutic modality across serious and progressive cardiopulmonary diseases.”-Roger Jeffs, CEO, Liquidia&nbsp;</blockquote>Following the update,&nbsp;<a href="https://stocktwits.com/symbol/LQDA">Liquidia’s stock</a> traded over 6% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume flipped to ‘high’ from ‘normal’ in 24 hours.&nbsp;<h2 class="st-heading-2">What’s Next?&nbsp;</h2>Since the&nbsp;YUTREPIA launch, the company has received more than 3,600 unique prescriptions, with over 2,900 patients already starting treatment. The therapy’s adoption rate has remained strong, with the conversion from prescription to patient treatment staying at or above 85%.Jeffs said the company plans to increase the number of doctors prescribing the treatment, expand the sales team, add more clinical data for YUTREPIA through several new studies, and move L606 into key late-stage trials, all using funds generated from business operations.LQDA stock has gained over 121% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-lacks-deep-pool-of-cloud-demand-unlike-google-and-amazon-says-arete/cZdQYbhRI3T">Meta Lacks The 'Deep Pool' Of Cloud Demand, Unlike Google And Amazon, Says Arete</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Liquidia Corporation logo is seen displayed on a smartphone screen.

Liquidia Stock Gains Premarket On Q4 Revenue Beat – Investors Are Betting On YUTREPIA Growth 

Product revenue from YUTREPIA reached approximately $148.3 million in 2025, including about $90.1 million generated during the fourth quarter alone.

<ul class="summary-bullets"><li>The rumors originated after Day One featured on the Betaville blog which highlights potential corporate transactions.</li><li>Brisbane, California-based Day One is focused on developing therapies for life-threatening diseases including pediatric cancer.</li><li>According to data from Koyfin, eight of the nine analysts covering DAWN stock rate it ‘Buy’ or higher, while one rates it a ‘Hold.’</li></ul>Shares of Day One Biopharmaceuticals (DAWN) garnered retail attention on Wednesday amid speculation regarding a potential merger or acquisition deal.On Stocktwits, retail sentiment around DAWN stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels.A Stocktwits user expressed hopes for a buyout but noted that it could be days or weeks away.<stembedurl>https://www.stocktwits.com/flyingt333/message/646600838</stembedurl>Another user noted that the stock is showing relative strength compared to the market. “That’s a bullish sign,” they wrote.<stembedurl>https://www.stocktwits.com/topstockalerts/message/646598772</stembedurl>Yet another, however, noted that there was a similar rumor on a buyout for Seres Therapeutics (MCRB) from Nestlé Health Science which has not materialised.<stembedurl>https://www.stocktwits.com/Steve_TheBull_Rogers/message/646596366</stembedurl>Shares of the company closed 28% higher over the deal speculation.<h2 class="st-heading-2">Rumor Origin</h2>The rumors originated after Day One featured on the Betaville blog which highlights potential corporate transactions. The blog highlights that the news is market gossip and added that it might be “total codswallop.”Brisbane, California-based Day One is focused on developing therapies for life-threatening diseases including pediatric cancer. Its pipeline includes Ojemda, DAY301 and Emi-Le.In 2025, the company reported product revenue of $155.4 million from Ojemda. The company now expects U.S. revenue of $225 million to $250 million for Ojemda in 2026.The company reported a net loss of $107.3 million for full year 2025, compared to loss of $95.5 million for full year 2024.<h2 class="st-heading-2">Analyst Take</h2>According to data from Koyfin, eight of the nine analysts covering<a href="https://stocktwits.com/symbol/DAWN"> DAWN stock </a>rate it ‘Buy’ or higher, while one rates it a ‘Hold.’The average price target on the stock is $22.75, representing a potential upside of over 75% from current trading levels.Shares of the company have gained about 50% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/fed-beige-book-notes-modest-price-increase-across-districts/cZd9xkURIda">Fed Beige Book Notes Modest Price Increase Across Districts In Recent Weeks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

DAWN Shares Rally On Buyout Speculation But Retail Warns A Deal Might Not Materialise

On Stocktwits, retail sentiment around DAWN stock stayed within the ‘extremely bullish’ territory over the past 24 hours.

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