>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:

  • NE +4% (guidance), SYF +2.5%

Other news:

  • PLRX +74.8% (reports positive data from the INTEGRIS-IPF Phase 2a trial demonstrating Bexotegrast 320 mg was well tolerated and achieved statistically significant FVC increase)
  • AQUA +16.5% (to be acquired by Xylem in $7.5 bln all-stock transaction)
  • HCM +8.5% (Takeda (TAK) to acquire exclusive worldwide (ex-China) license of HUTCHMED's Fruquintinib)
  • CLLS +8.5% (amends $20 mln convertible note under collaboration agreement with its partner Cytovia Therapeutics)
  • IDCC +7.4% (commenced a modified "Dutch auction" tender offer to purchase for cash up to $200 million of its common stock at $60.00-69.00)
  • SPOT +4.5% (announced a reduction in the Company's employee base by about 6%)
  • WDC +4.1% (merger discussions with Kioxia Holdings are progressing according to Bloomberg)
  • SGML +3.2% (announces initiation of commissioning of Dense Medium Separation processing plant and go forward leadership as it evolves to lithium producer)
  • SMR +2.5% (positive Barron's article)
  • ASML +2.1% (positive Barron's article) TV +1.6% (positive Barron's article)
  • SI +1.3% (reports that exposure to Genesis was limited with deposit relationship under $2.5 mln)
  • HMC +1% (signed a memorandum of understanding with GS Yuasa International for collaboration in a high-capacity and high-output Lithium-ion Battery)

Analyst comments:

  • SHOP +4.7% (upgraded to Buy from Hold at Deutsche Bank)
  • SWKS +2.8% (upgraded to Overweight from Equal Weight at Barclays)
  • AMD +2.5% (upgraded to Overweight from Equal Weight at Barclays)
  • QCOM +2.1% (upgraded to Overweight from Equal Weight at Barclays)
  • STX +1.9% (upgraded to Overweight from Equal Weight at Barclays)
  • SHC +1.1% (upgraded to Neutral from Underweight at JP Morgan)