>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance:

SANM +11%, AEIS +6.9%, WERN +6.1%, AUDC +5.6%, KRNY +3.8%, TLYS +3.7%, PKG +2.4%, DHT +2.2%, COH +2.1%, PFG +1.8%, DHR +1.8%
BOFI +1.7%, AET +1.1%, ABC +1.1%, AXE +1%, GGG +0.8%, GGP +0.6%, TMO +0.5%, LLY +0.5%

M&A news:

RDS.A +1.4% (to divest North Sea assets to Chrysaor for a total of up to $3.8 bln), .

Select oil/gas related names showing strength:

AU +3.9%, SBGL +3.8%, HMY +2.8%, BBL +2.3%, GOLD +2.2%, AUY +1.9%, FCX +1.8%, NEM +1.8%, BHP +1.8%
ABX +1.7%, GG +1.5%, GDX +1.3%, SLV +1.2%

Other news:

JAGX +64.2% (enters agreement with Eli Lilly (LLY) to license, develop, and commercialize Canalevia)
DRYS +38.6% (continued strength after disclosing additional info regarding Kalani stock purchase agreement)
DCIX +13.4% (possibly DRYS sympathy)
MNTA +12.6% (Capaxone patent ruling)
AVID +9.3% (announces partnership for the Greater China market with Beijing Jetsen Technology)
MCRB +6% (announces key findings from SER-109 Phase 2 Study analyses)
GTE +3.7% (Gran Tierra Energy to make a normal course issuer bid to purchase for cancellation up to approximately 5% of its issued and outstanding shares of common stock )
AIRI +3.6% ( announces co sold AMK Technical Services to Meyer Tool for $4.5 mln plus additional quarterly payments not to exceed $1.5 mln)
MYL +2.9% (confirms court issued a decision finding all asserted claims of four Orange Book-listed patents relating to Copaxone 40 mg/mL invalid based on obviousness), SNE +2.7% (announced net sale price of yesterday's selling of M3 shares was JPY52 bln)
NVS +0.9% (receives EU approval for Votubia)

Analyst comments: