>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • THO +5.3%

M&A news:

  • DOVA +38.5% (to be acquired by Swedish Orphan Biovitrum for $27.50/share in cash + CVR)

Select China related ADRs showing strength:

  • BZUN +2.9%, BABA +2.5%, JD +2.4%, WB +2.1%, MOMO +1.9%, BIDU +1.8%, CTRP +1.6%

Other news:

  • CALA +8.9% (reports Phase 2 data for Data From Randomized Phase 2 ENTRATA study)
  • IMGN +8.8% (presents initial safety and overall response data from Phase 1b FORWARD II triplet cohort; also analyses from Phase 3 FORWARD I study)
  • MNK +5.3% (finalizes settlement to resolve "Track 1" opioid cases with the Ohio counties of Cuyahoga and Summit)
  • FLR +4% (awarded ~$1.1 bln Navy contract to exercise the fiscal 2020 option for Naval Nuclear Propulsion work at the Naval Nuclear Laboratory)
  • ICPT +3.7% (submits NDA to the FDA for obeticholic acid for the treatment of patients with fibrosis due to nonalcholic steatohepatitis)
  • MGI +3.2% (Moneygram Payment Systems and Walmart (WMT) amend agreement to extend term through March 29, 2021 and provide additional flexibility related to MoneyGram product offerings in Walmart)
  • SGEN +2.6% (Seattle Genetics and Astellas reports Phase 1 trial of investigational agent enfortumab vedotin in combination with Pembrolizumab; Study met outcomes for safety and 71% of patients)
  • CLVS +2.5% (presents updated data from Phase 2 TRITON2 trial)
  • GCO +2% (authorizes new $100 mln stock repurchase program)
  • ACRX +1.8% (extends supply agreement with SpecGX through December 31, 2022)
  • GSK +1.3% (presented at ESMO over the weekend)

Analyst comments:

  • BBBY +4.3% (upgraded to Outperform from Neutral at Wedbush)
  • URBN +3.6% (upgraded to Outperform from Market Perform at Wells Fargo)
  • NWL +2.4% (upgraded to Buy from Hold at SunTrust)
  • CI +1.8% (upgraded to Outperform from Market Perform at BMO Capital Markets)
  • EMR +0.9% (upgraded to Outperform from Sector Perform at RBC Capital Mkts)