>>> US Gapping up

Gapping up

In reaction to earnings/guidance:

  • RH +17%, SLQT +13.2%, VRNT +10%, AGX +9.8%, NCNO +5.1%, AAN +4.3%, LAKE +3.8%, DGX +3.2% (raises FY20 EPS and revs guidance) TSM +1.1% (Aug sales), LSTR +0.9%, ENR +0.9%

Other news:

  • VRTU +23.3% (to be acquired by Baring Private Equity Asia for $51.35/share in cash)
  • CBD +14.7% (approved initiating a study to segregate its cash and carry unit through a partial spin-off of the Company)
  • IMTX +11.4% (provided an update on its fourth ACTengine cell therapy program, IMA204)
  • INVA +6.7% (Innoviva and GlaxoSmithKline plc (GSK) receive FDA approval for Trelegy Ellipta)
  • MD +5.8% (announces agreement to sell MEDNAX Radiology Solutions to Radiology Partners)
  • TXMD +3% (announced patent update for ANNOVERA)
  • PTON +2.9% (reports earnings after hours tonight)
  • NNOX +2.7% (submitted official response to accredited Review Organization under the FDA Third Party Review Program)
  • FBRX +2.2% (announced publication of Phase 1/2a data for FB-401), SSL +1.8% (sells air separation units business to Air Liquide)
  • CGC +1.5% (announced the launch of Martha Stewart CBD-- a new line of hemp-derived wellness supplements)
  • AZN +1.1% (reportedly denied COVID-19 vaccine trial patient suffered from transverse myelitis)

Analyst comments:

  • BBCP +7.6% (upgraded to Buy from Neutral at B. Riley FBR)
  • SPOT +4.1% (upgraded to Outperform from Neutral at Credit Suisse)
  • HWM +2.3% (upgraded to Overweight from Underweight at Barclays)
  • SAFM +2% (upgraded to Buy from Neutral at Goldman)
  • NVS +1% (upgraded to Buy from Neutral at UBS)