>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:

  • AVNT +4.1%

M&A news:

  • PS +5.4% (to be acquired by Vista Equity Partners for $3.5 bln or $20.26 per share)
  • EA +2.7% (acquires Codemasters Group Holdings)
  • HBAN +1.9% (to acquire TCF Financial in all-stock deal; Huntington expects the financially compelling transaction to be 18% accretive to earnings per share in 2022)

Other news:

  • ARVN +77.1% (releases interim clinical data further demonstrating the powerful potential of PROTAC protein degraders ARV-471 and ARV-110)
  • VERU +71.7% (reports positive phase 2 clinical trial results for enobosarm, selective androgen receptor targeting agent, for endocrine resistant metastatic breast cancer)
  • INSG +13.3% (Vodafone Qatar is the first operator in the region to launch the next generation Inseego 5G MiFi M2000)
  • MARA +12.6% (files for $200 mln mixed securities shelf offering)
  • UUUU +10.8% (Energy Fuels set to enter commercial rare earth business in Q1-2021, producing materials that make many clean energy and advanced technologies possible)
  • BEP +7.7% (Brookfield Renewable Partners to renew its normal course issuer bid for its limited partnership units and by Brookfield Renewable Corporation (BEPC))
  • LIVX +7.4% (expands content slate and original programming with another bluechip franchise)
  • NTLA +7% (achieves normal human alpha-1 antitrypsin protein levels in non-human primates through targeted gene insertion)
  • CVAC +7% (commences global pivotal Phase 2b/3 Trial for COVID-19 vaccine candidate, CVnCoV)
  • BCLI +5.1% (Brainstorm Cell Therapeutics announces NurOwn expanded access program)
  • GILT +5% (was selected to equip hundreds of boats, vessels and cruise ships with satellite communication. Gilat's modems and transceivers successfully deployed on maritime vessels in Asia)
  • AMRN +4.6% (Highlights Multiple VASCEPA (Icosapent Ethyl)-Related Scientific Findings Presented at National Lipid Association)
  • TCRR +4.2% (reports RECIST response in ovarian cancer from ongoing Phase 1/2 Trial of TC-210)
  • PSA +3.9% (appoints three new independent trustees; confirms constructive discussions in recent weeks with Elliott Associates)
  • MRNA +3.5% (US government exercises option to purchase additional 100 mln doses of mRNA-1273)
  • NGA +2.9% (Northern Genesis Acquisition Corp: Lion Electric has been successful in using its electric school buses to supply electricity back to Con Edison utility customers) WFC +1.6% (in talks to sell student loan portfolio to private equity firms APO and BX, according to Bloomberg)
  • PSX +1.5% (announces its 2021 capital budget of $1.7 billion)
  • PFE +1.3% (BioNTech and Pfizer officially receive first authorization in the U.S. of Vaccine to prevent COVID-19)
  • KZIA +1.3% (confirms receipt of $1,018,448 from Australian Taxation Office under the R&D Tax Incentive Program for the financial year ending 30 June 2020)
  • FEYE +1.3% (provided update on its investigation)

Analyst comments:

  • AMRX +7.6% (upgraded to Overweight from Equal Weight at Barclays)
  • INGN +7.3% (upgraded to Overweight from Sector Weight at KeyBanc Capital Markets)
  • DLTH +3.6% (upgraded to Buy from Hold at Stifel)
  • USB +2.1% (upgraded to Neutral from Underweight at JP Morgan)
  • CLX +1.5% (upgraded to Buy from Neutral at Citigroup)