>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:
  • ORCL +8% (also forms form multi-cloud partnership with Google Cloud; also OpenAI selects Oracle to extend Microsoft Azure AI platform), CASY +4.7% (also increases dividend), RBRK +3.1%, ESI +1.3%
Other news:
  • RTO +12.2% (Trian Fund amasses significant stake, according to Bloomberg)
  • MREO +6.5% (Ultragenyx and Mereo BioPharma (MREO) Announce New Phase 2 Data from Phase 2/3 Orbit Study Demonstrating Sustained Reductions in Fracture Rates Following Treatment with Setrusumab (UX143) in Patients with Osteogenesis Imperfecta)
  • DNTH +5.2% (FDA clearance of its Phase 2 Investigational New Drug application for the MoMeNtum trial of DNTH103 in patients with Multifocal Motor Neuropathy)
  • IOVA +5.1% (disclosed stockholders' vote on five proposals)
  • RARE +4.2% (Ultragenyx and Mereo BioPharma (MREO) Announce New Phase 2 Data from Phase 2/3 Orbit Study Demonstrating Sustained Reductions in Fracture Rates Following Treatment with Setrusumab (UX143) in Patients with Osteogenesis Imperfecta)
  • PRLD +4.2% (provides investor updates and milestone timeline in presentation)
  • RNA +3.6% (Announces Unprecedented AOC 1020 Data from Phase 1/2 FORTITUDE Trial Demonstrating Greater Than 50 Percent Reduction in DUX4 Regulated Genes and Trends of Functional Improvement in People Living with Facioscapulohumeral Muscular Dystrophy)
  • ARAY +3.4% (approval of the Accuray Precision treatment planning system by China's National Medical Products Administration)
  • MAMO +3.1% (MAMO and BTOC announce strategic partnership)
  • SCLX +3% (announces 5-year term of $100 million financing with royalty-based payments and potential strategic transactions with Perigrove and its portfolio companies)
  • SUZ +2.2% (acquires a 15% stake in Lenzing AG from B&C Group)
  • DNLI +2.1% (FDA Has Selected DNL126 (ETV:SGSH) for MPS IIIA (Sanfilippo Syndrome Type A) for START Pilot Program Intended to Accelerate Development of Rare Disease Therapies)
  • SMFG +1.8% (responds to ISS Report)
  • AB +1.6% (reports May AUM)
  • VCTR +1.5% (reports May AUM)
  • SAVE +1.2% (negotiations with bondholders are progressing as expected; co also delays Analyst Day)
Analyst comments:
  • KVYO +3.9% (upgraded to Overweight from Equal Weight at Barclays)
  • NGG +3.5% (upgraded to Buy from Neutral at Goldman)
  • CIEN +2.9% (upgraded to Overweight from Equal-Weight at Morgan Stanley)
  • HAE +2% (upgraded to Buy from Hold at Needham)
  • DAR +1.7% (upgraded to Buy from Neutral at Citigroup)
  • MKC +1.1% (upgraded to Neutral from Sell at Citigroup)