>>> US Gapping Up

Gapping up
In reaction to earnings/guidance
:

  • AOUT +9.8%, ACB +1.5% (guidance), DGX +1.3% (guidance), AEYE +1.1%

M&A news:

  • TLRY +27.6% (Aphria (APHA) and Tilray (TLRY) combine to create largest global cannabis company)
  • APHA +6.8% (Aphria (APHA) and Tilray (TLRY) combine to create largest global cannabis company)
  • KNOP +3.1% (to acquire Tove Knutsen)
  • OSK +2.7% (to acquire Pratt Miller)
  • GDDY +1.4% (to acquire Poynt for $320 mln), IBM +0.1% (to acquire Expertus Technologies)

Other news:

  • SIOX +41.5% (positive clinical data)
  • NBSE +14.8% (announces positive preclinical in Vivo Data for PATrOL-enabled anti-gene for the treatment of myotonic dystrophy type 1)
  • CLLS +12.9% (withdraws stock offering due to market condtions)
  • EGLE +11% (announced that it has purchased a high-specification 2015-built SDARI-64 scrubber-fitted Ultramax bulkcarrier for a purchase price of $16 mln)
  • VNTR +8.3% (discloses a plan to implement a restructuring program at certain of its manufacturing facilities in Germany as part of its recently announced 2020 Business Improvement Program)
  • AUPH +4.5% (Aurinia Pharma and Lonza sign exclusive agreement for dedicated Voclosporin manufacturing capacity)
  • VLDR +4.4% (announced a sales agreement for Alpha Prime sensors with May Mobility, a pioneer in autonomous vehicle technology )
  • PGEN +4.2% (provides clinical developments at R&D Event)
  • ARVN +3.7% (prices offering of 5,714,286 shares of its common stock at of $70.00 per share)
  • BCRX +3.5% (announces USA availability of Orladeyo for the treatment of hereditary angioedema)
  • NPA +3.2% (New Providence Acquisition: AST & Science to become public company through combination with New Providence Acquisition Corp)
  • BNTX +2.6% (BioNTech and Fosun Pharma to supply China with mRNA-based COVID-19 Vaccine)
  • KL +1.8% (increases quarterly dividend 50% to $0.1875/share)
  • ACM +1.5% (has been selected to perform work through an Energy Savings Performance Contract for the Los Angeles County Water Pollution Control Plant)
  • NVS +1.3% (receives positive FDA Advisory Committee recommendation for use of Entresto)

Analyst comments:

  • TWTR +3.5% (upgraded to Overweight from Neutral at JP Morgan)
  • AQUA +3.3% (upgraded to Outperform from Neutral at Robert W. Baird)
  • HAIN +2% (upgraded to Overweight from Neutral at JP Morgan)
  • ZNGA +2% (upgraded to Overweight from Neutral at JP Morgan)
  • PANW +1.7% (upgraded to Outperform from Sector Perform at RBC Capital Mkts)
  • HPQ +1.6% (upgraded to Overweight from Equal-Weight at Morgan Stanley)
  • MRO +1.4% (upgraded to Overweight from Equal Weight at Wells Fargo)
  • NTAP +1.3% (upgraded to Overweight from Equal-Weight at Morgan Stanley)
  • SQM +1.3% (upgraded to Outperform from Market Perform at BMO Capital Markets)
  • XOM +1.2% (upgraded to Buy from Neutral at Goldman)
  • GE +1.1% (upgraded to Hold from Sell at DZ Bank)
  • CMG +0.9% (upgraded to Buy from Hold at Stifel)
  • XEC +0.9% (upgraded to Buy from Neutral at Goldman),