Piper Jaffray analyst Edward Tenthoff noted that Array Biopharma (ARRY) reported Q2 MEKTOVI and BRAFTOVI sales of $22.7M that beat his and the consensus forecast. Management "importantly" commented that doctors are switching patients from Novartis' (NVS) doublet Mekinist + Tafinlar, said Tenthoff, who also noted that total prescriptions doubled to 2,600 from 1,300 in the first quarter of launch. Following the report and call, Tenthoff raised his U.S. sales forecast for calendar 2019 to $117M and keeps an Overweight rating on Array shares with a $28 price target.

Wells Fargo notes that a group of seven domestic solar product makers, including First Solar (FSLR), filed a petition to levy anti-dumping and countervailing duties on solar imports from Cambodia, Malaysia, Thailand and Vietnam, looking for duties ranging from 70.4% to 271.5%. The firm, which included the "important reminder" that "this is just a petition," says the uncertainty created by the petition is "incrementally positive" for First Solar and negative for Canadian Solar (CSIQ), Array Technologies (ARRY) and Nextracker (NXT).