>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • N/A.

M&A news:

  • THOR +168.5% (to be acquired by Sanofi (SNY) for $68/share in cash)
  • XBIT +136.1% (to divest Human antibody Bermekimab targeting IL-1a to Janssen)
  • ARQL +100.6% (to be acquired by Merck (MRK) for $20 per share in cash for an approximate total equity value of $2.7 billion)
  • RRTS +10.9% (announces the sale of its Flatbed business unit, for $30 mlnin cash)

Other news:

  • FATE +25.1% (reports clinical data from Landmark Phase 1 studies; No dose-limiting toxicities or FT500-related SAEs reported in first 12 patients; also presents new in vivo preclinical data for FT596 -- company plans to initiate enrollment of first-in-human clinical trial of FT596 in rarly 2020)
  • OBSV +22.1% (reports positive Phase 3 trial results from PRIMROSE 2 trial of linzagolix)
  • TGTX +22.1% (presents triple therapy data from Phase I/II study of ublituximab in combination with umbralisib and venetoclax)
  • PCG +21% (reaches agreement to resolve wildfires from 2017 and 2018)
  • CRTX +14% (reports new data revealing link between bacterial pathogen and genetic risk for Alzheimer's Disease)
  • AGIO +12.4% (announces that clinical proof-of-concept has been established based on preliminary analysis of Phase 2 trial of mitapivat in patients with non-transfusion-dependent thalassemia)
  • DTIL +9.4% (announces updated interim clinical data from the ongoing Phase 1 trial of its lead investigational off-the-shelf (allogeneic) chimeric antigen receptor (CAR) T cell therapy candidate, PBCAR0191)
  • RCKT +7.3% (presents 'encouraging' preliminary results from its Phase 1 trial of commercial-grade RP-L102 "Process B" for Fanconi Anemia)
  • ALEC +6.8% (presents Phase 1 data on AL002)
  • SGMO +5.5% (Sangamo Therapeutics and Pfizer (PFE) report updated Phase 1/2 results showing sustained increased Factor VIII activity through 44 weeks )
  • KPTI +5.3% (reports new and updated XPOVIO data demonstrating 56% overall response)
  • BLUE +5% (Bluebirdbio and Bristol-Myers (BMY) report "positive" top-line results from Ph 2 KarMMa study of ide-cel; met its primary endpoint and key secondary endpoint) APTO +3.9% (reports early clinical observations with CG-806 and APTO-253)
  • CGC +3.3% (names David Klein CEO effective January 14)
  • AM +2.9% (to repurchase $100 mln of shares from Antero Resources)
  • CSIQ +2.8% (authorizes $150 mln share repurchase program )
  • BMY +2.3% (presents data from multiple studies evaluating lisocabtagene maraleucel at ASH)
  • MNK +2.1% (presents data on a novel predictive model to identify infants at risk for infantile spasms)
  • SESN +1.7% (initiated the submission of its BLA for Vicinium for the treatment of BCG-unresponsive non-muscle invasive bladder cancer under Rolling Review to the FDA
  • MBIO +1.3% (highlights presentation of updated Phase 1/2 clinical data for MB-107 lentiviral gene therapy for X-linked severe combined immunodeficiency)

Analyst comments:

  • QRVO +3.4% (upgraded to Buy (from Underperform) at BofA/Merrill)
  • SWKS +2.2% (upgraded to Buy (from Underpeform) at BofA/Merrill)
  • NUE +1.4% (upgraded to Buy at Longbow)
  • STLD +1.1% (upgraded to Buy at Longbow)