>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:

  • OKTA +15.8%, STNE +12.9%, PHR +5.6%, NAPA +4.6%, NX +4.6%, STKL +3.3% (reaffirms guidance), DOOO +3%, PD +1.7%, ALK +1% (updates its Q2 outlook; raises Q2 revenue guidance), CVGW +0.7%

Other news:

  • TPTX +116.8% (Bristol Myers Squibb (BMY) will acquire Turning Point Therapeutics for $76.00 per share; expected to be accretive to Non-GAAP earnings per share beginning in 2025)
  • AMLX +24.9% (receives PDUFA date extension for AMX0035; scheduled for September 29)
  • KSS +7.3% (auction delayed indefinitely as several suitors bowed out according to NY Post)
  • CHGG +6.3% (increases securities repurchase program by $1 bln)
  • BIOT +6.3% (Biotech Acquisition Company and Blade Therapeutics postpone Extraordinary Meeting of Shareholders to approve proposed business combination)
  • TGTX +6.1% (Announces Presentation of Exploratory Analyses from the ULTIMATE I & II Phase 3 Trials of Ublituximab in Multiple Sclerosis at the 2022 Consortium of Multiple Sclerosis Centers Annual Meeting)
  • IPHA +5% (Announces IPH5201 Phase 2 Study in Lung Cancer)
  • LOCO +4.9% (names new CFO)
  • ALXO +4% (announces evorpacept clinical program updates)
  • WOR +1.8% (acquires Level5 Tools for $55 mln)
  • ICPT +1.4% (announces new clinical trial and real-world outcomes data for Ocaliva in PBC; plans to include these data in an evidence package that will be submitted to U.S. FDA in 2H 2022)
  • AEO +1.2% (announces a series of actions to strengthen capital structure)
  • AUPH +1% (presented data demonstrating the efficacy of LUPKYNIS for the treatment of people with lupus nephritis)

Analyst comments:

  • POR +1.8% (upgraded to Buy from Neutral at Goldman)
  • HT +0.9% (upgraded to Buy from Hold at Jefferies)
  • VOYA +0.9% (upgraded to Buy from Neutral at Goldman)
  • MLM +0.7% (upgraded to Overweight from Neutral at JP Morgan)