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Just Another Manic Monday
Healthcare stocks soar, retail guidance disappoints, and a flood of corporate news hits the wire.
NEWS
Just Another Manic Monday
Source: Tenor.com
Markets kicked off the week with mixed performance, as the Dow Jones outperformed on strength in basic materials, energy, and healthcare stocks. Meanwhile, quantum computing names saw a sharp selloff, with many plunging over 20% in a single session. Broader market sentiment remained cautious, with rising concerns over 10-year bond yields nearing 5% and Bitcoin flirting with the $90,000 level again. 👀
Today's issue covers what caused a major move in healthcare stocks, how retail’s approaching retail names during earnings, and many more pops and drops. 📰
Here’s the S&P 500 heatmap. 9 of 11 sectors closed green, with materials (+2.23%) leading and utilities (-1.16%) lagging.
Source: Finviz.com
And here are the closing prices:
S&P 500 | 5,836 | +0.16% |
Nasdaq | 19,088 | -0.38% |
Russell 2000 | 2,194 | +0.24% |
Dow Jones | 42,297 | +0.86% |
Most bullish/bearish symbols on Stocktwits at the close: 📈 $PHIO, $KAPA, $MOS, $BDTX, $LAB 📉 $EIX, $PCG, $HE, $AEO, $AGEN*
*If you’re a business and want to access this data via our API, email us.
COMPANY NEWS
A Big Day For Healthcare Stocks 🏥
Insurers who administer private Medicare plans could see a $21 billion payday in 2026 under a plan proposed by the Biden administration.
The proposal would raise the plans’ base payment by about 2% net year, but insurers would likely get an average 4.3% increase in overall revenue after certain adjustments. And with the Biden admin previously challenging these companies over costs, many believe Trump’s adjustments could be even more beneficial. 📊
The Centers for Medicare and Medicaid Services (CMS) will accept comments on the payment proposal through Feb. 10. However, the Trump administration has to take on releasing a final policy for 2026 by April 7.
Managed care stocks like CVS, UnitedHealth, and Humana all rose on the news. Stocktwits sentiment toward these stocks pushed into ‘bullish’ or ‘extremely bullish’ territory, as traders looked to play a continued healthcare bounce. 🐂
Additionally, several other healthcare stocks were in the news: 📰
Moderna (-17%): The vaccine maker lowered its 2025 sales guidance by about $1 billion, citing a challenging outlook in the COVID-19 vaccine market.
Intra-Cellular Therapies (+34%): The biotech firm will be acquired by Johnson & Johnson (JNJ) in a $14.6 billion cash deal, at a 40% premium to its latest close.
Sage Therapeutics (+37%): The biotech stock reached its highest level since October following confirmation of an unsolicited takeover bid from Biogen Inc.
Phio Pharmaceuticals (+294%): This explosive move followed the announcement of positive results from a Phase 1b trial of its cancer treatment, PH-762, which is designed to enhance the immune system’s ability to target tumors.
Eli Lilly (-1%): CEO David Ricks said the company expects its experimental weight loss pill to be approved as soon as early next year, as it races against Novo Nordisk and smaller rivals to secure its share of the booming weight loss drug market.
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*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here. Disclaimer: Paid ad by Relqo Media LLC, compensated up to $200,000 by Penzance LLC for Cadrenal Therapeutics (CVKD). Not investment advice. We own no shares and won’t trade shares. Use at your own risk. Investing involves risks, including loss of principal. Past performance not guaranteed. Always consult a licensed financial professional. More at stockverse.com/disclaimer.
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