>>> US Gapping Up


Gapping up
In reaction to strong earnings/guidance
: NPTN +26.6%, SEDG +15.6%, IMPV +11.9%, WPRT +10.8%, CALA +10.3%, SSNI +9.8%, PLPM +9.7%, HNSN +8.3%, DATA +7.8%, DATA +7.8%, STMP +7.1%, RMTI +6.9%, VICL +6.7%, XOMA +6.4%, AERI +6.1%, OUTR +5.6%, SAAS +5.5%, FUEL +5.5%, BKD +5.3%, AOL +5%, BITA +4%, MOH +3.9%, NUAN +3.5%, GSAT +3.5%, RLYP +3.5%, CYBR +3.4%, ACAD +3.3%, RYI +3.3%, ACET +3%, BONA +2.9%, RBA +2.9%, SWIR +2.8%, ALSK +2.7%, CPXX +2%, PGH +2%, AIRM +1.9%, TRAK +1.9%, CUTR +1.1%, RGLS +1.1%, GSVC +1.1%, CBS +1%, TRUE +1%, AEZS +1%, KTOS +0.9%, CNAT +0.7%, JMBA +0.5%, ESPR +0.5%, NRG +0.5%

M&A news: SYT +11.2% (reports that co may be acquired by Monsanto (MON)) MCRL +3.7% (Micrel to be acquired by Microchip Technology (MCHP) for $14.00 per share)

Select large pharma related names showing strength: SGEN +3.8%, AZN +3.5%, GSK +3.1%, SHPG +3.1%

Select oil/gas related names showing strength: RDS.A +2.6%, BP +2.2%, TOT +2.1%, SDRL +1.1%, XOM +0.7%

Other news: WLT +27.1% (confirmed last night it will make interest payments, continue discussions with debtholders), GEVO +20.3% (cont strength), MNGA +19% (announces that a major cement company in the U.S. has approved MagneGas fuel to replace acetylene and has placed their first order for a location in Florida), NVGN +14.5% (move being attributed to press release regarding the presentation of positive pre-clinical date for TRXE-009 for the treatment of brain cancer), NDRM +14.2% (announces the FDA has lifted its clinical hold on ND0612 candidates, after a review of additional information related to the product candidates' delivery devices), ICLD +11.3% (announces that its cloud team has been engaged by a large east coast auto parts distributor and wholesaler to design, migrate and implement a cloud solution), SCMP +6.1% (announced that the FDA has granted Fast Track Designation for Cobiprostone, for the prevention of oral mucositis), TOUR +4.9% (announces $500 mln investment from a group of investors), AMRN +3% (discloses lawsuit against the FDA seeking a judicial declaration that an FDA regulation limiting off-label promotion is unconstitutional ), ERIC +2.6% (asserts patents against Apple (AAPL) in Germany, the UK and the Netherlands), NOK +1.3% (seeing reports that Uber has joined in bidding for co's maps unit; bidding up to $3 bln), LYB +1% (announces a new share repurchase agreement for up to 10% of its shares; increases quarterly dividend to $0.78/share from $0.70/share), BIIB +0.8% (announces Board authorization for a $5 bln share repurchase program, in addition to its existing 1.3 mln share authorization )

Analyst comments: ALU +3.8% (upgraded to Buy at UBS), BABA +1.1% (upgraded to Buy from Neutral at Goldman), IVR +1% (upgraded to Outperform from Mkt Perform at Keefe Bruyette), PM +0.8% (upgraded to Neutral from Sell at Goldman)