>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance:
  • AEHR +16.5%, (also reaffirmed guidance and received follow-on orders totaling $2.7 mln from a subcontractor of initial lead FOX-XP Test and Burn-in System customer), ATEN+13.5%, SGH +11.6%, TSN +6.6%, KBH +2.7%, CAMP +1.8%
M&A news:
  • VRX +1.5% (completes sale of iNova Pharma for $930 mln)
Other news:
  • ZGNX +152.9% (reports positive top-line results from its first Phase 3 trial for its investigational drug, ZX008 for the treatment of Dravet syndrome; trial met its primary endpoint)
  • APVO +9.3% (extends cash runway $20 million - retains term loan agreement with MidCap Financial; completes sale of hyperimmune products for up to $74.5 mln )
  • PLAB +4.9% (to join S&P SmallCap 600 effective October 6 prior to the open)
  • PARR +4% (to join S&P SmallCap 600 effective October 6 prior to the open)
  • SMTS +2.5% (raises mineral resource estimate for Yauricocha Mine)
  • PPC +2.1% (following TSN guidance)
  • BLUE +2% (announces first patient treated with second anti-BCMA CAR T bb21217 in CRB-402 Phase 1 study; to receive $15 million option exercise payment from Celgene), PTCT+2% (continued strength following yesterday's rebound)
  • HRL +1.1% (following TSN guidance)
  • KKR +1.1% (Softbabnk (SFTBY) is considering financial acquisitions including taking a stake in KKR (KKR) to create $300 bln asset management unit)
  • PHM +0.9% (following KBH results)
  • SRPT +0.5% (following late move higher on PTCT FDA news)
Analyst comments:
  • CONN +6.4% (upgraded to Outperform from Perform at Oppenheimer)
  • ZYNE +4.9% (upgraded to Overweight from Neutral at Piper Jaffray)
  • ENTG +2.1% (initiated with a Buy at Loop Capital)
  • GG +1.7% (upgraded to Buy at Canaccord Genuity)
  • TRN +1.4% (upgraded to Buy from Neutral at Citigroup)
  • V +0.9% (initiated with a Overweight at Cantor Fitzgerald)