>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • KFRC +14.3%, SCOR +13.4%, JCOM +13.1%, MESA +11.7%, NIO +9.6%, ICUI +9% (also signs long-term US distribution deal with GRFS), QRTEA +8.7%, KAMN +7.1%, DHT +6.1%, GSKY +5.1%, STAY +4.8%, ADPT +4.7%, IART +4.5%, LITE +4.5%, HUYA +4.1%, ADUS +3.6%, TME +3.5%, ADVM +3.2%, SPG +2.8%, CSOD +2.8%, MAC +2.2%, TCO +2.1%, WES +2%, CSPR +1.8%, ATCO +1.8%, NTR +1.7%, RUN +1.1%, IMOS +1.1%

M&A news:

  • PFNX +63.4% (to be acquired by LGND)
  • MVC +16.5% (to merge with BBDC)

Other news:

  • EQ +22.1% (announces "positive" interim data with itolizumab in EQUATE study)
  • PLX +11.1% (announced that the FDA has accepted the Biologics License Application (BLA) and granted Priority Review designation for pegunigalsidase alfa for the proposed treatment of adult patients with Fabry disease)
  • CUK +7.4% (announces upcoming voyage cancellations for three Seabourn ships)
  • ASPN +5.3% (secures broad injunctions against Chinese manufacturers; German court again finds Chinese aerogel products infringe Aspen's European patents)
  • TME +3.5% (Tencent Music and Universal Music announce multi-year extension of licensing agreement)
  • QGEN +3.3% (announces new commercialization and distribution agreement with HTGM)
  • LH +3.3% (announced details of a no charge antibody testing program in response to federal health authorities' request to increase donations of COVID-19 blood plasma) ADVM +3.2% (positive interim data from Phase 1 Trial of ADVM-022)
  • TECH +3.1% (announced the release of the SARS-CoV-1/2 Spike RBD LlaMABody Recombinant Antibody)
  • BMY +2.5% (reports CheckMate -649, a phase 3 trial evaluating Opdivo (nivolumab) plus chemotherapy vs. chemotherapy, meets primary endpoints)
  • QDEL +1.7% (says Maryland now allows for COVID testing even without symptoms)
  • CFG +1.6% (Fed has decided not to change prior decision on DFAST ruling)

Analyst comments:

  • MCRB +10.1% (upgraded to Buy from Hold at Jefferies)
  • HSBC +4.3% (upgraded to Equal-Weight from Underweight at Morgan Stanley)
  • GOCO +2.5% (initiated with an Outperform at William Blair)
  • FRT +1.1% (upgraded to In-line from Underperform at Evercore ISI)