>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:
  • EL +14.6% (also expanding its Profit Recovery Plan for fiscal years 2025 and 2026 to include a restructuring program; to cut 3-5% of positions) NSSC +7.9%, L +7.3%, CNA +5%, CAT +4.4%, TSN +3.8%
Other news:
  • FDMT +64.3% (presents interim data from randomized Phase 2 PRISM Clinical Trial of Intravitreal 4D-150 demonstrating favorable tolerability & clinical activity in Wet AMD)
  • EVBG +18.3% (enters into definitive agreement to be acquired by Thoma Bravo for $1.5 billion or $28.60/share in cash)
  • CTLT +11.4% (to be acquired by Novo Holdings for $63.50/share in cash)
  • HAYN +6.6% (announces agreement to be acquired by North American Stainless)
  • PLRX +5.7% (reports safety and exploratory efficacy data from the INTEGRIS-PSC Phase 2a trial of Bexotegrast 320 mg)
  • HPK +5.2% (announced a 60% increase to its quarterly dividend to $0.04 per share and a $75 mln share repurchase authorization)
  • ELAN +5.2% (Merck (MRK) announced that it has signed a definitive agreement to acquire the aqua business of ELAN for $1.3 billion in cash)
  • GNLX +3.1% (files for $300 mln mixed securities shelf offering)
  • TSVT +2.7% (names William Baird as CEO; names Victoria Eatwell as CFO; BMY and TSVT share update on U.S. FDA Oncologic Drugs Advisory Committee Meeting for Abecma in triple-class exposed multiple myeloma based on KarMMa-3 study)
  • MGY +1.6% (announces 13% dividend increase)
  • NOK +1.1% (signs 5G patent cross-license agreement with vivo)
  • RVPH +1% (files for $200 mln mixed securities shelf offering)
Analyst comments:
  • KVYO +4.4% (upgraded to Buy from Neutral at Goldman)
  • APLS +3.5% (upgraded to Buy from Hold at Jefferies)
  • CFG +1.9% (upgraded to Buy from Neutral at Citigroup)