>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:
  • ICHR +9%, (sees Q4 revs $131 mln vs $117.90 mln Capital IQ Consensus Estimate, expects Q1 sales to be higher than Q4)
  • MSM +2.5%, DE +1.2%, (light volume; releases December retail sales update)
  • MX +0.8%, (MagnaChip Semi reports prelim Q4 sales at high end of guidance / above consensus; announces proposed $65 mln private offering of exchangeable senior notes and stock repurchase)
  • VRX +0.5%, (reiterates FY16 guidance)
M&A news:
  • DSCI +41% (to be acquired by Integra LifeSciences (IART) for $7.00 per share)
  • RAD +4% (NY Post discusses that regulators might complete review of Walgreens (WBA) and Rite Aide (RAD) merger before President Obama leaves office), ;
Other news:
  • BIOC +43.1% (continued strength)
  • ENPH +22.1% (announces a $10 mln private placement of its common stock to T.J. Rodgers and John Doerr, chairman of Kleiner Perkins Caulfield & Byers)
  • TGTX +10% (completion of enrollment in part 1 of its phase II study of TG-1101)
  • AKAO +9.3% (Baker Bros discloses 13.1% passive stake)
  • SGMO +6.8% (granted orphan designation by the FDA for its compound for the treatment of mucopolysaccharidosis type I )
  • CTSO +6.3% (light volume; CytoSorbents and the U.S. Air Force determine to close the Company-sponsored, 30 patient, single site, randomized controlled human pilot study of the CytoSorb product to evaluate patients with severe trauma and rhabdomyolysis)
  • ARLZ +4.2% (USPTO has issued patent covering Yosprala which will expire in late 2032 with possible patent term adjustment into early 2033)
  • MRK +3.1% (receives FDA acceptance of supplemental biologics license application for Keytruda in combo with chemotherapy for first-line treatment of metastatic non-squamous non-small cell lung cancer)
  • RDHL +2.9% (RHB-104 has been granted QIDP designation by the FDA for the treatment of Nontuberculous Mycobacteria infection)
  • UAL +2.8% (expects Q416 consolidated passenger unit rev to decline 1.25-1.75% (prior 3-4%) compared to Q416)
  • GST +2.1% (declares special cash dividends on 8.625% Series A Preferred Stock and 10.75% Series B Preferred Stock; enters into related amendment of credit agreement)
  • AAL +1.6% (reports December traffic, raises Q4 TRASM, pre-tax margin; RPMs -0.8% y/y)
  • MYL +1% (FDA has accepted Mylan's biologics license application for MYL-1401O, a proposed biosimilar trastuzumab)
Analyst comments:
  • KERX +4.8% (upgraded to Neutral from Sell at Citigroup)
  • BT +2.7% (upgraded to Overweight from Equal Weight at Morgan Stanley)
  • ESV +1.7% (upgraded to Buy from Neutral at Citigroup)
  • WRD +1.7% (initiated with a Strong Buy at Raymond James)
  • PANW +0.8% (initiated with Outperform ratings at Wells Fargo)