>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:
  • EGLT +17.5%, (also announces that the joint meeting of the FDA voted 18 to 1 to recommend approval of ARYMO), PACB+16.1%, GSAT +14.2%, (also discusses status of talks with FCC ), AAOI +10%
  • ONVO +9.7%, TRXC +8.9%, KTOS +8.8%, OSIR +8.5%, ICON +7.9%, PETX +7.9%, RPTP +7.5%, UBNT +6.9%, AMRS+6.6%, MTZ +5.8%, CTRL +5.7%, PCLN +5.6%, LGF +5.3%, SYMC +5.1%
  • LOCO +4.7%, MGA +4.4%, KHC +4%, (increases quarterly dividend to $0.60/share from $0.575/share ), PTCT +3.8%,VVUS +3.8%, MELI +3.8%, FLT +3.4%, (also acquired Travelcard Nederland from LeasePlan; terms not disclosed), AHS+3%, FRPT +3%, SGMS +3%, ATVI +2.9%, APRI +2.8%, LNTH +2.8%, RVNC +2.5%, SSNI +2.5%, EOG +2.3%, MNST+2%, (also authorizes $250 mln share repurchase, ASYS +2%
  • TASR +1.9%, ECYT +1.9%, ABTL +1.8%, IVR +1.7%, IMPV +1.6%, (also Board commences review of strategic alternatives), IBP +1.5%, BMRN +1.4%, MDRX +1.3%, HMSY +1.3%, ESPR +1.2%, WY +1.1%, JUNO +1%, (announces multiple myeloma partnership with Memorial Sloan Kettering Cancer Center and Eureka Therapeutics for developing car t cell immunotherapy against multiple novel targets)
M&A News:
  • RAX +16.7% (following late spike/halt on potential PE interest)
  • RIO +2.2% (completes sale of Mount Pleasant thermal coal assets for $220.7 mln plus royalties to MACH Energy Australia Pty)
Select metals/mining stocks trading higher: BBL +3.5%, BHP +3.4%, HL +1.8%, BTG +1.8%, GFI +1.6%, CLF +1.4%, .

Other news:
  • IDXG +37% (very thinly traded, announces that the NY State Department of Health has reviewed and approved ThyraMir for marketing in New York State)
  • VIVE +19.2% ( receives regulatory approval for the sale of the Viveve System from the Ministry of Food and Drug Safety in South Korea)
  • MRK +12.6% (on potentially reduced competition for its Keytruda drug, following BMY's failed cancer drug trial)
  • OSIR +8.5% ( Osiris Therapeutics announces that the manuscript from its multicenter prospective post-market clinical trial using Grafix was accepted for publication in the International Wound Journal)
  • AVP +2.8% (upsizes & prices an offering of $500 mln 7.875% senior secured notes due 2022 )
  • SAUC +2.7% (Diversified Restaurant Holdings to split into two separate, publicly-traded companies through the tax-free spinoff of its Bagger Dave's business, also reported earnings)
  • LDOS +2.1% (declares special cash dividend of $13.64/share in connection with IS&GS transaction)
  • DLTR +0.9% (Dollar Tree announces corporate restructuring related to merger integration)
  • RYAM +0.9% (prices 1,500,000 shares of co's 8.00% Series A Mandatory Convertible Preferred Stock)
Analyst comments:
  • CLVS +1.7% (initiated with a Buy at SunTrust)
  • FLT +1.1% (upgraded to Outperform from Perform at Oppenheimer)