>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
: DNKN +8.8%, AFOP +7.2%, SKX +6.8%, MKSI +6.1%, CAKE +5.6%, DPZ +5.2%, EBAY +4.7%, ORLY +4.3%, SGMO +4%, ENTR +3.9%, CAT +3.9%, PII +3.7%, IR +3.7%, SWK +3.6%, SCSS +3.2%, CLGX +3.2%, CAM +3%, EQT +2.8%, LOGI +2.7%, NEU +2.1%, SNA +2.1%, NVS +1.9%, CLB +1.8%, ADPT +1.8%, ABBV+1.8%, DOW +1.7%, DAN +1.7%, LUV +1.7%, TYL +1.6%, KKR +1.5%, T +1.2%, BAX +1.1%, BMS +1.1%, RTN +1.1%, JCI +1.1%, EGBN +0.8%, CTXS +0.7%, SLM +0.6%, LLY +0.6%, AEP +0.6%

M&A news: ARRS +19.4% (to Acquire Pace plc for $2.1 Billion in Stock and Cash PRN), CLVS +2.3% (Bloomberg real M&A column discusses that CLVS may be a possible takeover target)

Select oil/gas related names showing strength: USEG +4%, SD +2.7%, SDRL +1.9%, RIG +0.9%

Other news: CYTX +7.3% (announces data two BARDA funded preclinical studies at the 2015 American Burn Association Meeting), NCR +3.9% (WSJ reporting co is exploring strategic options including divestitures, buybacks, or dividend), SCYX +3.9% (prices 4,675,324 shares of its common stock at $7.70 per share), CNAT +3.3% (clinical results at EASL meeting support Emricasan registration pathway in NASH), GWPH +1.7% (announced new physician reports of clinical effect and safety associated with the Epidiolex expanded access program: median 54% reduction in seizures after 12 weeks treatment and maintenance of clinical effect at 24 weeks), TRCO +1.6% (priced secondary offering of ~9.24 mln shares of common stock at $56 per share),YGE +1.6% (agreement ~524K sq meters of land that is not currently in active use, for RMB 588.2 mln), ISIS +1.4% (reports positive data from its ISIS-TTR Rx study to treat patients with TTR Amyloidosis, demonstrating up to a 92% reduction in transthyretin proteins ), CONN +1.3% (Point72 Asset Management discloses 5.0% passive stake in 13G filing ), OCR +0.9% (late higher following reports suggesting company considering sale ), JUNO +0.9% (Juno and AstraZeneca's (AZN) MedImmune announce immuno-oncology clinical trial collaboration)

Analyst comments: SGMO +4% (initiated with an Outperform at BMO Capital), QURE +3.7% (initiated with an Outperform at BMO Capital), BLUE +1.1% (initiated with an Outperform at BMO Capital), RDS.A +0.8% (upgraded to Hold from Reduce at HSBC), ASML +0.8% (upgraded to Hold at Baader Helvea)