>>> US Gapping up


Gapping up
In reaction to strong earnings/guidance
:

  • QD +4.3%

M&A news:

  • AMID +30.3% (to be acquired by ArcLight Energy Partners for $5.25/unit in cash)
  • WP +9.2% (to be acquired by Fidelity Nat'l Info (FIS) for approximately $43 bln in cash & stock)
  • DB +5% (Deutsche Bank is reviewing strategic options and confirms discussions with Commerzbank)
  • COTY +2.4% (Board unanimously recommends JAB Holding tender offer at a price of $11.65 per share in cash) . 

Select China related names showing strength:

  • YNDX +2.8%, WB +2.1%, MOMO +1.6%, TAL +1.5%, JD +1.3%, BABA +1.1%, . 

Other news:

  • PHAS +121.8% (announced that results from the Phase 1 clinical trial of PB2452 demonstrated that PB2452 provided immediate and sustained reversal of ticagrelor antiplatelet effects without report of drug-related serious adverse events)
  • DERM +68% (positive results from a Phase 2b dose-ranging study of lebrikizumab)
  • TORC +14.2% (positive end-of-Phase 2 meeting with FDA and planned initiation of global phase 3 program for RTB101)
  • EW +7.9% (reports SAPIEN 3 Valve proves superior to surgery in Partner 3 Trial; results published in the New England Journal of Medicine)
  • ARWR +4.6% (submits IND to FDA for adaptive Phase 2/3 trial of ARO-AAT for alpha-1 antitrypsin deficient liver disease)
  • PLUG +4.1% (responds to Seeking Alpha article; says co has reported this in current liability as a transparent reflection of what the company is doing)
  • CLVS +3.5% (to present data from post hoc exploratory analyses from the ARIEL3 Phase 3 clinical study of Rubraca)
  • MAR +2.2% (will outline its plan to add between 275,000 and 295,000 rooms by 2021; sees FY21 EPS in line with estimates)
  • CS +2% (in sympathy with DB) SAN +2% (in sympathy with DB)
  • RBS +1.5% (in sympathy with DB)
  • MNK +1.5% (appoints CFO)

Analyst comments:

  • HIIQ +5.4% (upgraded to Buy at B. Riley FBR)
  • OKTA +3.2% (upgraded to Buy from Neutral at Goldman)
  • CARG +2% (resumed with a Buy from a Neutral at Goldman)
  • ADNT +1.8% (upgraded to Sector Weight from Underweight at KeyBanc Capital Markets)
  • DLPH +1.7% (upgraded to Sector Weight from Underweight at KeyBanc Capital Markets)
  • ELAN +1.2% (upgraded to Buy from Neutral at BofA/Merrill)
  • EXEL +1.1% (upgraded to Equal-Weight from Underweight at Morgan Stanley)
  • DG +1% (upgraded to Overweight from Equal Weight at Barclays)