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Q

symbol changed to IQV

$95.11

0.01 (0.01%)

, CAPR

Capricor Therapeutics

$3.28

-0.17 (-4.93%)

09:55
10/04/17
10/04
09:55
10/04/17
09:55

Alliance for Regenerative Medicine to hold a conference

Cell & Gene Meeting on the Mesa 2017 is being held in La Jolla, CA on October 4-6 with webcasted presentations to begin on October at 10:15 am. Webcast Link

Q

symbol changed to IQV

$95.11

0.01 (0.01%)

CAPR

Capricor Therapeutics

$3.28

-0.17 (-4.93%)

FATE

Fate Therapeutics

$4.22

0.05 (1.20%)

TIG

TiGenix

$24.13

0.13 (0.54%)

ADAP

Adaptimmune

$8.70

-0.01 (-0.11%)

VCEL

Vericel

$5.95

0.1 (1.71%)

JUNO

Juno Therapeutics

$45.10

-0.64 (-1.40%)

NVS

Novartis

$86.35

-0.305 (-0.35%)

BLUE

bluebird bio

$127.55

2.1 (1.67%)

ICEL

Cellular Dynamics

HSGX

Histogenics

$2.03

0.0301 (1.51%)

AGTC

Applied Genetic

$4.15

0.05 (1.22%)

KOOL

Cesca Therapeutics

$4.81

1.21 (33.61%)

BOLD

Audentes Therapeutics

$27.35

-0.51 (-1.83%)

CRSP

Crispr Therapeutics

$19.12

0.73 (3.97%)

ANTM

Anthem

$193.64

0.41 (0.21%)

  • 04

    Oct

  • 10

    Oct

  • 17

    Oct

  • 08

    Nov

  • 17

    May

Q symbol changed to IQV
$95.11

0.01 (0.01%)

09/19/17
RBCM
09/19/17
INITIATION
RBCM
Outperform
QuintilesIMS initiated with an Outperform at RBC Capital
RBC Capital analyst George Hill started coverage of Quintiles with a $116 price target and an Outperform rating. The analyst believes that the company's multiple can expand following its merger, driven partly by what he sees as its enhanced research solution, improved clinical trials, and upgraded cross selling abilities in the wake of the deal. He expects the company's 2017 and 2018 results to beat expectations.
06/12/17
KEYB
06/12/17
NO CHANGE
KEYB
CROs should benefit from growth of risk-based monitoring, says KeyBanc
KeyBanc says that industry guidelines recently adopted by the EU should be a catalyst for risk-based monitoring technologies, or RBM. KeyBanc says that CROs such as QuintilesIMS (Q) and ICON plc (ICON) can bundle their risk-based monitoring software-as-a-service with their other services, generating efficiencies which can increase their profits. The analyst adds that the increased use of RBM should increase the CROs' gross margins and market share over the longer run. The firm raised its price target on QuintilesIMS to $96 from $90 and on ICON to $103 from $98. It keeps Overweight ratings on QuintilesIMS and ICON.
06/21/17
WELS
06/21/17
NO CHANGE
WELS
QuintilesIMS added to Priority Stock List at Wells Fargo
Wells Fargo added QuintilesIMS (Q) to its Priority Stock List and removed ICON plc (ICLR). The firm thinks that QuintilesIMS' EPS can reach about $7 per share in 2020, driven partly by capital deployment and cost synergies. It predicts that the stock's annualized return will come in at 14% over three years. After The Wall Street Journal reported that ICON was bidding for Parexel (PRXL), Wells Fargo is unhappy with the news, saying that the deal would potentially create revenue dis-synergies and that ICON's interest indicates that it might be threatened by rising competition. Wells keeps Outperform ratings on QuintilesIM and ICON.
08/04/17
WBLR
08/04/17
UPGRADE
WBLR
Outperform
QuintilesIMS upgraded to Outperform from Market Perform at William Blair
William Blair analyst John Kreger upgraded QuintilesIMS to Outperform following the company's Q2 results. The analyst sees an improved valuation relative to peers and believes macro demand for clinical contract research organizations is improving.
CAPR Capricor Therapeutics
$3.28

-0.17 (-4.93%)

07/18/17
RODM
07/18/17
NO CHANGE
Target $2.15
RODM
Buy
FDA decision encouraging for Capricor Duchenne drug, says Rodman & Renshaw
Rodman & Renshaw analyst Joseph Pantginis notes that Capricor Therapeutics' CAP-1002 took an important regulatory step forward with the FDA granting Rare Pediatric Disease Designation for Duchenne muscular dystrophy. Should the positive CAP-1002 data continue to be positive and the therapy approved, Capricor could also be eligible for a Priority Review Voucher, or PRV, the analyst points out, adding that a key potential outcome to a PRV is not only an accelerated path to market, but the ability to sell the PRV for significant non-dilutive funding. Pantginis reiterates a Buy rating and $2.15 price target on the shares. In late morning trading, Capricor Therapeutics' stock has more than doubled to $1.44.
02/13/17
RODM
02/13/17
INITIATION
Target $14
RODM
Buy
Capricor Therapeutics assumed with a Buy at Rodman & Renshaw
Rodman & Renshaw analyst Joseph Pantginis assumed coverage of Capricor Therapeutics with a Buy rating and $14 price target. The analyst believes the company has the potential to be a leader in cardiovascular regenerative medicine.
09/15/17
HCWC
09/15/17
NO CHANGE
Target $6.5
HCWC
Buy
Capricor Therapeutics price target raised to $6.50 from $2.15 at H.C. Wainwright
H.C. Wainwright analyst Joseph Pantginis raised his price target Capricor Therapeutics to $6.50 after increasing his projected chance of success for CAP-1002 in Duchenne muscular dystrophy to 15% from 5%. The analyst sees "significant" FDA visibility for the company's DMD program and believe catalysts next quarter could "reinvigorate interest in the shares." He keeps a Buy rating on Capricor.
FATE Fate Therapeutics
$4.22

0.05 (1.20%)

09/08/17
09/08/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. DowDuPont (DWDP) initiated with a Top Pick at RBC Capital. 2. Electronic Arts (EA) was initiated with a Conviction Buy while Activision Blizzard (ATVI) was initiated with a Neutral at Goldman Sachs. 3. AB InBev (BUD) initiated with a Buy at Argus. 4. LivaNova (LIVN) initiated with a Buy at Jefferies. 5. Fate Therapeutics (FATE) resumed with an Outperform at Leerink. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
09/08/17
LEER
09/08/17
INITIATION
Target $7
LEER
Outperform
Fate Therapeutics resumed with an Outperform at Leerink
Leerink analyst Michael Schmidt resumed coverage of Fate Therapeutics with an Outperform rating and $7 price target. The analyst believes Fate has generated a "compelling" platform and pipeline with "significant potential" to disrupt the cellular immunotherapy space.
TIG TiGenix
$24.13

0.13 (0.54%)

01/09/17
BOFA
01/09/17
INITIATION
Target $19
BOFA
Buy
TiGenix initiated with a Buy at BofA/Merrill
BofA/Merrill analyst Tazeen Ahmad initiated TiGenix with a Buy and a $19 price target saing its lead asset, Cx601 for treatment of complex perianal fistulas, or CPF, in Crohn's disease, could be paradigm shifting in treatment of CPF and expects partner Takeda to launch Cx601 in 2H17 if approved. The analyst sees peak world-wides risk-adjusted sales of $2247M in 2028.
01/09/17
ADAM
01/09/17
INITIATION
Target $22
ADAM
Buy
TiGenix initiated with a Buy at Canaccord
Canaccord analyst John Newman initiated TiGenix with a Buy citing U.S. sales potential for its Crohn's drug candidate. He expects approval and a successful commercial launch. Newman has a $22 price target on TiGenix shares.
01/09/17
01/09/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Accenture (ACN) initiated with an Outperform at William Blair. 2. Coca-Cola European Partners was initiated with an Overweight at Barclays, while Coca-Cola (KO) and Dr Pepper Snapple (DPS) were initiated with an Equal Weight. 3. TiGenix (TIG) was initiated with a Buy at BofA/Merrill, a Buy at Canaccord, and an Outperform at Cowen. 4. WildHorse Resource (WRD) was initiated with an Overweight at Barclays, an Overweight at Piper Jaffray, an Outperform at Wells Fargo, a Buy at BofA/Merrill, a Buy at Guggenheim, and an Outperform at BMO Capital. 5. Hormel Foods (HRL) initiated with an Overweight at Piper Jaffray. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
01/09/17
COWN
01/09/17
INITIATION
COWN
Outperform
TiGenix initiated with an Outperform at Cowen
Cowen analyst Ritu Baral initiated TiGenix with an Outperform rating given its compelling late-stage clinical data and clear regulatory path forward in major markets. EU approval is expected in the second half of 2017.
ADAP Adaptimmune
$8.70

-0.01 (-0.11%)

03/17/17
WELS
03/17/17
INITIATION
WELS
Market Perform
Adaptimmune initiated with a Market Perform at Wells Fargo
Wells Fargo analyst Jim Birchenough started Adaptimmune Therapeutics with a Market Perform rating and $5-$7 price target range.
10/13/16
SBSH
10/13/16
NO CHANGE
Target $15
SBSH
Buy
Adaptimmune selloff yesterday unwarranted, says Citi
Citi analyst Robyn Karnauskas says yesterday's ovarian cancer non-response data from Adaptimmune Therapeutics are not new. Investors are concerned as the press release noted that no objective clinical responses were seen among initial ovarian cancer patients treated with ADAP TCR treatment, but information was disclosed at ASCO in June, Karnauskas writes in a research note. The analyst keeps a Buy rating on Adaptimmune with a $15 price target.
10/24/16
BOFA
10/24/16
DOWNGRADE
BOFA
Underperform
Adaptimmune downgraded to Underperform from Neutral at BofA/Merrill
11/10/16
LEER
11/10/16
NO CHANGE
LEER
Outperform
Removal of partial clinical hold removes overhang on Adaptimmune, says Leerink
Leerink analyst Michael Schmidt notes that Adaptimmune announced that the FDA has removed the partial clinical hold on the planned study NY-ESO TCR T cell therapy in Myxoid/Round Cell Liposarcoma, which was due to requests of additional information on chemistry and manufacturing controls and the clinical trial protocol prior to study initiation. The analyst believes that the removal of the partial clinical hold should remove an overhang on Adaptimmune's shares, and says management anticipates study initiation in Q4. He reiterates an Outperform rating on the shares.
VCEL Vericel
$5.95

0.1 (1.71%)

06/20/17
BTIG
06/20/17
INITIATION
BTIG
Buy
Vericel initiated with a Buy at BTIG
BTIG analyst Ryan Zimmerman started Vericel with a Buy rating and $6 price target, citing its first mover advantage in advanced cartilage repair and a simplified technique for surgeons.
12/22/16
PIPR
12/22/16
INITIATION
Target $6
PIPR
Overweight
Vericel initiated with an Overweight at Piper Jaffray
Piper Jaffray analyst Edward Tenthoff initiated Vericel with an Overweight rating and $6 price target, saying he sees the company's recently approved Matrix-induced Autologous Chondrocyte Implant to drive cartilage repair growth. Tenthoff predicts combined knee ACI sales growth of 23.3% to $44.5M in 2017 and then MACI growth of 21% to $54M in 2018.
JUNO Juno Therapeutics
$45.10

-0.64 (-1.40%)

08/31/17
STPT
08/31/17
DOWNGRADE
STPT
Reduce
Juno Therapeutics downgraded to Reduce from Buy at Standpoint Research
09/06/17
LEHM
09/06/17
INITIATION
LEHM
Overweight
Juno Therapeutics initiated with an Overweight at Barclays
Barclays initiated Juno with an Overweight rating and a $55 price target, citing Juno's JCAR017 showing promising data with "a potentially better safety profile compared to the KITE/NVS programs," as well as Juno's pipeline having long-term upside.
09/05/17
FBCO
09/05/17
NO CHANGE
FBCO
Outperform
No read through to Gilead, Kite from Cellectis clinical hold, says Credit Suisse
Credit Suisse analyst Alethia Young said the safety issues that Cellectis (CLLS) is encountering, and which prompted a clinical hold be placed on the company's allogenic CAR-T drug, UCART123, could be to some degree related to the company's platform. She adds that CRS, which led to a death in Cellectis' BPDCN study, is a known issue with CAR-T technologies and cases have been seen in Juno (JUNO) and Kite's (KITE) programs as well. The analyst, who doesn't think there is a read through to Kite and Gilead (GILD) from the Cellectis news and remains confident Kite will receive approval later this fall and launch Axi-Cel, keeps an Outpeform rating on Gilead shares.
08/31/17
STPT
08/31/17
DOWNGRADE
STPT
Reduce
Standpoint downgrades Juno after 50% rally in two weeks
Standpoint Research analyst Ronnie Moas downgraded Juno Therapeutics (JUNO) to Reduce from Buy noting that the shares are up more than 50% in the past two weeks. Despite Juno being a takeover target following Kite Pharma's (KITE) agreement this week to be sold to Gilead Sciences (GILD), positions should be trimmed at current share levels, Moas writes in an email. The analyst points out that Juno's market capitalization is over $4B even though no earnings are being generated. The stock in early trading is up 5%, or $1.98, to 42.27.
NVS Novartis
$86.35

-0.305 (-0.35%)

08/31/17
MSCO
08/31/17
NO CHANGE
MSCO
Equal Weight
Gilead response to Kymriah pricing 'confusing,' says Morgan Stanley
Morgan Stanley analyst Matthew Harrison said Novartis' (NVS) pricing of its Kymriah therapy at $475,000 gross puts "some slight pressure" on his model for Juno Therapeutics (JUNO), though he doesn't see it as "that far out of line" with his expectations. While he said it makes sense that Juno saw some pressure yesterday after the pricing news and that bluebird bio (BLUE) closed the gap with Juno, he called Gilead's (GILD) strength yesterday "a bit more confounding" given that Gilead is focused on the same indication as Juno. However, initial DLBCL sales in 2018 for both Gilead and Novartis are likely to drive sentiment, so greater clarity won't be seen until then, added Harrison, who keeps an Equal Weight rating on Juno shares.
10/03/17
JANY
10/03/17
NO CHANGE
Target $12
JANY
Buy
Cryoport price target raised to $12 from $10 at Janney Capital
Janney Capital analyst Paul Knight raised his revenue and earnings estimates for Cryoport (CYRX) to account for previous announcements that it will be the supplier of logistics and shipping solutions for Novartis (NVS) and Kite (KITE) if their regenerative medicines are approved. The analyst, who raised his fair value estimate on Cryoport shares to $12 from $10, also noted that the company is involved in 172 additional clinical trials. He keeps a Buy rating on Cryoport shares.
08/31/17
HCWC
08/31/17
NO CHANGE
Target $16
HCWC
Buy
Iovance 'fired another shot across the bow of CAR-Ts,' says H.C. Wainwright
The approval of Novartis' (NVS) Kymriah is a "major leap forward" for oncology and immunotherapy, but there remains "significant room for differentiated products," H.C. Wainwright analyst Joseph Pantginis tells investors in a research note on Iovance Biotherapeutics (IOVA) titled "Pins Set Up: Kite Acquired and Kymriah Approved; TILs Can Knock 'Em Down; Reiterate Buy." The analyst believes Iovance's TILs, or tumor infiltrating lymphocytes, could be significantly differentiated from CAR-Ts like Kymriah. He says the TIL platform has a "significantly" more benign safety profile relative to CAR-Ts and growing evidence that it could effectively target solid tumors, an area where he thinks CAR-Ts continue to struggle. Pantginis thinks Iovance "fired another shot across the bow of CAR-Ts" with last night's ESMO conference abstracts. The company released preliminary data that it can generate highly active TILs from lymphoma tumors, the analyst contends. He reiterates a Buy rating on Iovance with a $16 price target. The shares closed yesterday down 30c to $5.55.
09/29/17
MSCO
09/29/17
NO CHANGE
Target $86
MSCO
Equal Weight
Morgan Stanley calls Verzenio liver toxicity warning a 'minor' negative surprise
Morgan Stanley analyst David Risinger said he was expecting warnings on diarrhea and blood clot risks for Eli Lilly's (LLY) Verzenio, but not liver toxicity, calling that part of the approval a "minor" negative surprise. However, the approval came ahead of the Q1 timeline management had provided, he added. Bloomberg reports that Verzenio will cost $10,948 per month, which is in-line with the current monthly costs for Pfizer's (PFE) Ibrance and Novartis' (NVS) Kisqali, Risinger noted. He keeps an Equal Weight rating and $86 price target on Eli Lilly shares.
BLUE bluebird bio
$127.55

2.1 (1.67%)

10/02/17
10/02/17
DOWNGRADE
Target $105

Underweight
bluebird bio downgraded to Underweight on sickle cell risk at Morgan Stanley
As previously reported, Morgan Stanley analyst Matthew Harrison downgraded bluebird bio (BLUE) to Underweight from Equal Weight, as he believes the risks ahead of the company's presentation of LentiGlobin sickle cell data at December's American Society of Hematology meeting remains underappreciated. The analyst, who notes the stock is up over 40% since Gilead's (GILD) acquisition of Kite Pharma (KITE) set off excitement about the CAR-T space that blue is also in, doesn't believe the ASH data will demonstrate the improvement in hemoglobin production necessary to increase confidence in sickle cell genetherapy, he tells investors. Harrison keeps a $105 price target on bluebird bio shares.
10/02/17
10/02/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. PepsiCo (PEP) downgraded to Hold from Buy at Jefferies with analyst Kevin Grundy saying North American beverage trends continue to deteriorate and Pepsi's likely need for reinvestment should "cap the stock" over the next 12 months. 2. Western Digital (WDC) downgraded to Neutral from Outperform at Baird with analyst Tristan Gerra saying he believes the potential outcomes from the company's ongoing litigation with Toshiba (TOSYY) "range from neutral to significantly negative" and the ongoing fight will cap the stock's valuation in the near-term. 3. Uniti Group (UNIT) downgraded to Neutral from Overweight at JPMorgan with analyst Philip Cusick saying the "theme of Windstream's (WIN) distress continues to increase in volume." 4. Parker-Hannifin (PH) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Nigel Coe saying he sees a more balanced risk-reward following the stock's strong outperformance since the election. 5. bluebird bio (BLUE) downgraded to Underweight from Equal Weight at Morgan Stanley with analyst Matthew Harrison saying he believes the risks ahead of the company's presentation of LentiGlobin sickle cell data at December's American Society of Hematology meeting remains underappreciated. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/03/17
WELS
10/03/17
NO CHANGE
WELS
Outperform
bluebird bio should be bought on weakness, says Wells Fargo
Wells Fargo analyst Jim Birchenough reiterates an Outperform rating on shares of bluebird bio and recommends buying on weakness, following a call with management and what he believes to be flawed competitor analysis related to the companies LentiGlobin gene therapy program for Sickle Cell Disease. With concerns raised regarding correlation between ex vivo drug product vector copy number and in vivo peripheral vector copy number, the analyst believes that pooling of small patient numbers, from different studies, not consistently exposed to the same gene therapy product or transplant protocol, provides inadequate framework for correlation analysis and conclusion on prospects for clinical success in Sickle Cell Disease. Importantly, Birchenough argues that at the current bluebird bio share price of $120/share, only $16/share is attributable to Sickle Cell Disease, with an implied likelihood of success of only 10%, and that base value of $104/share can be supported by BCMA CAR-T, LentiGlobin for Beta Thalassemia, and gene therapy for adrenoleukodystrophy.
10/02/17
MSCO
10/02/17
DOWNGRADE
MSCO
Underweight
bluebird bio downgraded to Underweight from Equal Weight at Morgan Stanley
ICEL Cellular Dynamics

HSGX Histogenics
$2.03

0.0301 (1.51%)

12/19/16
HCWC
12/19/16
INITIATION
Target $3.5
HCWC
Buy
Histogenics initiated with a Buy at H.C. Wainwright
H.C. Wainwright analyst Swayampakula Ramakanth started Histogenics with a Buy rating and $3.50 price target.
AGTC Applied Genetic
$4.15

0.05 (1.22%)

03/15/17
RODM
03/15/17
INITIATION
Target $16
RODM
Buy
Applied Genetic initiated with a Buy at Rodman & Renshaw
Rodman & Renshaw analyst Joseph Pantginis started Applied Genetic Technologies with a Buy rating and $16 price target. The analyst calls the company a leader in adeno-associated virus development.
09/13/17
HCWC
09/13/17
NO CHANGE
Target $8
HCWC
Buy
H.C. Wainwright halves Applied Genetic target on timeline pushouts
H.C. Wainwright analyst Joseph Pantginis halved his price target for Applied Genetic Technologies to $8 from $16 following the company's 2017 results. Today's XLRS update should increase frustration because the timeline has been pushed out to approximately mid-2018 for the potential data, Pantginis tells investors in a research note. The analyst pushed out his projected launch year for XLRS and ACHM-B3 from 2022 to 2023. He reiterates a Buy rating on Applied Genetic.
09/14/17
BMOC
09/14/17
NO CHANGE
BMOC
Applied Genetic price target lowered to $7 from $14 at BMO Capital
BMO Capital analyst Matthew Luchini cut his price target on Applied Genetic as he lowered the chances of success of its lead XLRS program to 40% from 70%. He lowered the program's chance of success due to what he sees as lack of impact on patients treated in the dose escalation portion of a trial. However, the analyst believes that new Phase I/II data due to be reported in late 2017 or early 2018 could "help unlock a roughly $750M peak sales opportunity." He keeps an Outperform rating on the shares.
09/14/17
CANT
09/14/17
NO CHANGE
Target $9
CANT
Neutral
Applied Genetic price target lowered to $9 from $15 at Cantor
Cantor Fitzgerald analyst Mara Goldstein lowered her price target for Applied Genetic Technologies to $9 and keeps a Neutral rating on the name following the company's Q4 results and business update. The analyst cites the slow clinical progression of the company's trials and the revelation that the XLRS trial may need additional patients and time to identify therapeutic activity for the lowered target. She sees a "lack of actionable clinical data" in the near-term.
KOOL Cesca Therapeutics
$4.81

1.21 (33.61%)

BOLD Audentes Therapeutics
$27.35

-0.51 (-1.83%)

10/10/16
PIPR
10/10/16
NO CHANGE
Target $24
PIPR
Overweight
AveXis data bodes well for Audentes gene therapy program, says Piper Jaffray
Piper Jaffray analyst Joshua Schimmer said additional data presented by AveXis (AVXS) from its ongoing Phase 1/2 trial in infantile-onset spinal muscular atrophy "augurs well" for Audentes Therapeutics' (BOLD) gene therapy program for X-linked myotubular myopathy, as he sees several points of similarity that provide a positive read-through though the companies are targeting different diseases. Schimmer, who does not have a rating on AveXis, reiterates his Overweight rating and $24 price target on Audentes shares.
08/16/17
EVER
08/16/17
INITIATION
Target $23
EVER
Outperform
Audentes Therapeutics initiated with an Outperform at Evercore ISI
Evercore ISI analyst Josh Schimmer initiated Audentes Therapeutics with an Outperform and a $23 price target.
05/01/17
LEER
05/01/17
INITIATION
Target $22
LEER
Outperform
Audentes Therapeutics initiated with an Outperform at Leerink
Leerink analyst Joseph Schwartz started Audentes Therapeutics with an Outperform rating and $22 price target as he believes catalysts over the next 12 months have the potential to generate enthusiasm for the company's approach, which appears de-risked by strong preclinical animal model data.
CRSP Crispr Therapeutics
$19.12

0.73 (3.97%)

07/17/17
OPCO
07/17/17
INITIATION
OPCO
Perform
Crispr Therapeutics initiated with a Perform at Oppenheimer
Oppenheimer analyst Leah Rush Cann started Crispr Therapeutics (CRSP) with a Perform rating saying the company is in a weaker patent position than competitor Editas Medicine (EDIT).
03/28/17
CHDN
03/28/17
INITIATION
Target $23.5
CHDN
Buy
CRISPR Therapeutics initiated with a Buy at Chardan
Chardan analyst Madhu Kumar initiated CRISPR Therapeutics with a Buy and a $23.50 price target saying upside from clinical leadership in CRISPR therapy offsets any potential downside from its IP exposure.
09/06/17
LEHM
09/06/17
INITIATION
LEHM
Overweight
Crispr Therapeutics assumed with an Overweight at Barclays
Barclays assumed Crispr with an Overweight rating and a $29 price target, up from $22, citing substantial upside as "more clinical data are generated from CRSP/NTLA/EDIT to further support broad application of CRISPR/Cas9 technology."
07/13/17
RHCO
07/13/17
INITIATION
Target $16
RHCO
Hold
CRISPR Therapeutics initiated with a Hold at SunTrust
SunTrust analyst Peter Larson initiated CRISPR Therapeutics with a Hold and a $16 price target.
ANTM Anthem
$193.64

0.41 (0.21%)

10/02/17
BERN
10/02/17
NO CHANGE
BERN
Bernstein does not anticipate ACA fix/repeal before 2018 election
While noting the resignation of Health Secretary Tom Price, Bernstein analyst Lance Wilkes says he does not anticipate an Affordable Care act fix or ACA repeal before the 2018 election. The analyst expects tax reform will "suck the oxygen out of the room" until close to the election. A fix for 2019 is possible, but faces the headwind of the 2018 election campaign, he contends, adding that he believes CSR funding could be included in a trade for the upcoming budget and the Health Insurance Fee could be suspended as part of tax reform, but both are not highly likely at this point. Publicly traded companies in the space include Aetna (AET), Anthem (ANTM), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
09/19/17
RBCM
09/19/17
INITIATION
RBCM
Sector Perform
Express Scripts initiated with a Sector Perform at RBC Capital
RBC Capital analyst George Hill started coverage of Express Scripts (ESRX) with a $68 price target and a Sector Perform rating. The analyst says that the company "faces an uncertain future" in the wake of the loss of its deal with Anthem ( ANTM), as he believes that it will have difficulty generating operating profit growth without Anthem.
07/12/17
FBCO
07/12/17
INITIATION
Target $195
FBCO
Neutral
Anthem initiated with a Neutral at Credit Suisse
Credit Suisse analyst Scott Fidel started Anthem with a Neutral rating and $195 price target. The company has produced slower earnings growth over the past decade relative to Managed Care peers and its returns on capital are also "sub-par relative to comps," the analyst contends. He believes Anthem is "entering a new chapter" following the failed Cigna (CI) acquisition and "uncertain future" of the Affordable Care Act's exchanges and Medicaid expansion.
06/28/17
SBSH
06/28/17
NO CHANGE
Target $205
SBSH
Buy
Anthem removed from Focus List at Citi
Citi analyst Ralph Giacobbe removed Anthem (ANTM) from his firm's Focus List but keeps a Buy rating on the shares with a $205 price target. The analyst believes some of the upside catalysts have played out. He also added Aetna (AET) to the Focus List.

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Syndicate
Bright Scholar files to sell 10M American Depositary Shares »

Each ADS represents one…

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JNJ

Johnson & Johnson

$132.02

2.11 (1.62%)

, CMD

Cantel Medical

$115.34

2.45 (2.17%)

18:03
02/23/18
02/23
18:03
02/23/18
18:03
Periodicals
J&J sterilization unit draws bids from Cantel Medical, Medtronic, Bloomberg says »

Cantel Medical (CMD) and…

JNJ

Johnson & Johnson

$132.02

2.11 (1.62%)

CMD

Cantel Medical

$115.34

2.45 (2.17%)

MDT

Medtronic

$80.39

-0.02 (-0.02%)

KKR

KKR

$21.96

0.18 (0.83%)

CG

Carlyle Group

$23.15

-0.1 (-0.43%)

MMM

3M

$237.02

1.02 (0.43%)

03/08/13
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03/06/13
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    Mar

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    May

AET

Aetna

$175.55

0.49 (0.28%)

, CVS

CVS Health

$68.16

0.16 (0.24%)

18:00
02/23/18
02/23
18:00
02/23/18
18:00
Hot Stocks
Aetna: CVS deal part of long-term solution toward value-based system »

According to prepared…

AET

Aetna

$175.55

0.49 (0.28%)

CVS

CVS Health

$68.16

0.16 (0.24%)

03/08/13
Wedge Partners
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03/06/13
Citigroup
03/06/13
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  • 16

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MYND

MYnd Analytics

$2.60

0.0301 (1.17%)

17:56
02/23/18
02/23
17:56
02/23/18
17:56
Syndicate
Breaking Syndicate news story on MYnd Analytics »

MYnd Analytics files to…

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MYND

MYnd Analytics

$2.60

0.0301 (1.17%)

17:55
02/23/18
02/23
17:55
02/23/18
17:55
Syndicate
Breaking Syndicate news story on MYnd Analytics »

MYnd Analytics files to…

03/08/13
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03/08/13
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03/06/13
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CTRV

ContraVir Pharmaceuticals

$0.27

0.0027 (1.02%)

17:43
02/23/18
02/23
17:43
02/23/18
17:43
Hot Stocks
Gabriele Cerrone reports 7.0% stake in ContraVir Pharma, may seek board changes »

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VLKAY

Volkswagen

$40.98

0.09 (0.22%)

17:41
02/23/18
02/23
17:41
02/23/18
17:41
Periodicals
VW settles U.S. diesel suit just before trial, Reuters reports »

Volkswagen's U.S.…

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03/06/13
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IAC

IAC

$153.99

3.2 (2.12%)

17:40
02/23/18
02/23
17:40
02/23/18
17:40
Hot Stocks
Breaking Hot Stocks news story on IAC »

Barry Diller reports 8.3%…

03/08/13
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03/06/13
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  • 26

    Feb

SPG

Simon Property

$156.66

2.63 (1.71%)

17:37
02/23/18
02/23
17:37
02/23/18
17:37
Syndicate
Breaking Syndicate news story on Simon Property »

Simon Property files…

03/08/13
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FN

Fabrinet

$28.64

0.99 (3.58%)

17:35
02/23/18
02/23
17:35
02/23/18
17:35
Hot Stocks
Fabrinet director Frank Levinson buys 10,000 shares of company stock »

Frank Levinson, a…

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03/06/13
Citigroup
03/06/13
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  • 06

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CASI

Casi Pharmaceuticals

$3.85

0.1 (2.67%)

17:33
02/23/18
02/23
17:33
02/23/18
17:33
Syndicate
Breaking Syndicate news story on Casi Pharmaceuticals »

Casi Pharmaceuticals…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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DXCM

Dexcom

$56.36

-0.04 (-0.07%)

, TNDM

TNDM

17:31
02/23/18
02/23
17:31
02/23/18
17:31
Hot Stocks
Breaking Hot Stocks news story on Dexcom, TNDM »

DexCom reports 5.6%…

DXCM

Dexcom

$56.36

-0.04 (-0.07%)

TNDM

TNDM

03/08/13
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  • 26

    Feb

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    Feb

  • 01

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  • 04

    Mar

IDXX

Idexx Laboratories

$187.61

3.75 (2.04%)

17:24
02/23/18
02/23
17:24
02/23/18
17:24
Hot Stocks
Idexx Laboratories director sells 4,000 common shares »

In a regulatory filing,…

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  • 26

    Feb

  • 04

    Mar

CYDY

CytoDyn

$0.72

0.02 (2.86%)

17:23
02/23/18
02/23
17:23
02/23/18
17:23
Syndicate
Breaking Syndicate news story on CytoDyn »

CytoDyn files $200M mixed…

03/08/13
Wedge Partners
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MRUS

Merus

17:23
02/23/18
02/23
17:23
02/23/18
17:23
Hot Stocks
Breaking Hot Stocks news story on Merus »

Biotechnology Value Fund…

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  • 04

    Apr

MSG

Madison Square Garden

$231.97

2.41 (1.05%)

17:19
02/23/18
02/23
17:19
02/23/18
17:19
Hot Stocks
Silver Lake reports 4.9% stake in Madison Square Garden, may seek talks »

Silver Lake are…

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MKL

Markel

$1,121.90

14.9 (1.35%)

17:12
02/23/18
02/23
17:12
02/23/18
17:12
Syndicate
Breaking Syndicate news story on Markel »

Markel files automatic…

03/08/13
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BEDU

Bright Scholar

$20.15

0.34 (1.72%)

17:08
02/23/18
02/23
17:08
02/23/18
17:08
Syndicate
Bright Scholar files to sell 10M American Depositary Shares »

Each ADS represents one…

03/08/13
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03/08/13
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AGN

Allergan

$162.09

2.69 (1.69%)

, MYL

Mylan

$41.45

0.17 (0.41%)

17:04
02/23/18
02/23
17:04
02/23/18
17:04
Periodicals
PTAB denies Allergan's bid to dismiss restasis patent challenge, Bloomberg says »

Allergan's (AGN)…

AGN

Allergan

$162.09

2.69 (1.69%)

MYL

Mylan

$41.45

0.17 (0.41%)

03/08/13
Wedge Partners
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03/06/13
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03/06/13
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  • 08

    Mar

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    Nov

SCHW

Charles Schwab

$52.74

0.71 (1.36%)

17:03
02/23/18
02/23
17:03
02/23/18
17:03
Hot Stocks
Charles Schwab appoints Joseph Martinetto as COO of the firm »

On February 22, the board…

03/08/13
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KHC

Kraft Heinz

$69.02

1.38 (2.04%)

, BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

17:02
02/23/18
02/23
17:02
02/23/18
17:02
Hot Stocks
Kraft Heinz announces retirement of Warren Buffett from Board of Directors »

The Kraft Heinz Company…

KHC

Kraft Heinz

$69.02

1.38 (2.04%)

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

BUD

AB InBev

$107.25

1.91 (1.81%)

QSR

Restaurant Brands

$59.46

1.02 (1.75%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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  • 01

    Mar

  • 07

    Mar

  • 18

    Mar

SWX

Southwest Gas

$69.17

1.65 (2.44%)

17:02
02/23/18
02/23
17:02
02/23/18
17:02
Hot Stocks
Southwest Gas increases quarterly common stock dividend »

The board for Southwest…

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  • 01

    Mar

MS

Morgan Stanley

$56.07

1.21 (2.21%)

, AAOI

Applied Optoelectronics

$28.02

0.51 (1.85%)

16:56
02/23/18
02/23
16:56
02/23/18
16:56
Hot Stocks
Breaking Hot Stocks news story on Morgan Stanley, Applied Optoelectronics »

Morgan Stanley reports…

MS

Morgan Stanley

$56.07

1.21 (2.21%)

AAOI

Applied Optoelectronics

$28.02

0.51 (1.85%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 23

    Feb

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    Feb

  • 12

    Mar

  • 13

    Mar

  • 29

    Mar

HSBC

HSBC

$51.23

0.19 (0.37%)

16:49
02/23/18
02/23
16:49
02/23/18
16:49
Syndicate
Breaking Syndicate news story on HSBC »

HSBC files automatic…

03/08/13
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03/08/13
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03/06/13
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  • 01

    Mar

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