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Mizuho keeps a Buy rating…
Mizuho keeps a Buy rating n Arcutis Biotherapeutics (ARQT) after Roivant Sciences (ROIV) released top-line data from ADORING 2 for tapinarof in atopic dermatitis. Heading into the ADORING 2 readout, investor concerns that the Phase 3 data for tapinarof would be better than Roivant's roflumilast have been a key driver of recent weakness in Arcutis shares, the analyst tells investors in a research note. With the data out, the firm sees the "removal of a major overhang and a clearing event" for Arcutis. It believes Zoryve's opportunity in multiple large indications is underappreciated at current share levels and recommends buying Arcutis on the recent weakness.
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03/15/23 Roivant Sciences reports results from ADORING 2 Phase 3 trial of VTAMA 02/22/23 Roivant Sciences director sells $31.8M in common stock 02/13/23 Roivant Sciences announces major upcoming milestones 02/07/23 Syneos Health, Haystack Health partner to accelerate trials with AI ARQT Arcutis Biotherapeutics 02/21/23 Arcutis Biotherapeutics submits NDA to U.S. FDA for roflumilast foam 0.3% 02/06/23 NewAmsterdam appoints John Smither to board of directors 01/14/23 Arcutis presents Phase 2 long-term data in adults with chronic plaque psoriasis 12/19/22 Arcutis Biotherapeutics submits sNDA application to FDA for ZORYVE ARQT Arcutis Biotherapeutics 12/28/22 Cantor Fitzgerald Cantor calls Merck top large cap pharma pick, names 8 SMID cap top picks 09/27/22 Morgan Stanley Arcutis price target raised to $46 at Morgan Stanley after ARRECTOR hits targets 09/21/22 JonesResearch Arcutis Biotherapeutics assumed with a Buy at JonesTrading 09/07/22 Needham Arcutis Biotherapeutics initiated with a Buy at Needham 01/05/23 Citi Roivant Sciences price target raised to $14 from $11 at Citi 01/04/23 Piper Sandler Prometheus, Roivant TL1A data look 'highly competitive,' says Piper 12/27/22 Cantor Fitzgerald Roivant's upcoming data readouts could move stock higher, says Cantor Fitzgerald 02/13/23 Roivant Sciences reports Q3 EPS (49c), consensus (39c) 11/14/22 Roivant Sciences reports Q2 EPS (42c), consensus (41c) ARQT Arcutis Biotherapeutics 03/01/23 Arcutis Biotherapeutics reports Q4 EPS ($1.18), consensus ($1.42) 11/08/22 Arcutis Biotherapeutics reports Q3 EPS ($1.89), consensus ($1.67)
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reports Q4 EPS $4.65, consensus $4.89 10/18/22 Signature Bank reports Q3 EPS $5.57, consensus $5.41 10/17/22 Notable companies reporting before tomorrow's open 03/14/23 SentinelOne sees FY24 revenue $631M-$640M, consensus $648.66M 03/14/23 SentinelOne sees Q1 revenue $137M, consensus $136.85M 03/14/23 SentinelOne reports Q4 adjusted EPS (13c), consensus (16c) 02/13/23 Roivant Sciences reports Q3 EPS (49c), consensus (39c) 11/14/22 Roivant Sciences reports Q2 EPS (42c), consensus (41c) 03/14/23 Porch Group sees FY23 revenue $330M-$350M, consensus $331.74M 03/14/23 Porch Group reports Q4 EPS (36c), consensus (28c) 11/08/22 Porch Group lowers FY22 revenue view to $275M from $290M, consensus $289.84M 11/08/22 Porch Group reports Q3 EPS (88c), consensus (20c) 03/15/23 Oatly Group sees 2023 revenue growth 23%-28%, consensus $886.11M 03/15/23 Oatly Group reports Q4 EPS (21c), consensus (14c) 11/14/22 Oatly Group sees FY22 revenue $700M-$720M, consensus $798.58M 11/14/22 Oatly Group reports Q3 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estimates 52c 03/14/23 Guess reports Q4 adjusted EPS $1.74, two estimates $1.30 11/22/22 Guess sees FY23 adjusted EPS $2.35, two estimates $2.63 02/28/23 FTC Solar sees Q1 revenue $36M-$40M, consensus $38.8M 02/28/23 FTC Solar reports Q4 adjusted EPS (11c), consensus (11c) 11/09/22 FTC Solar lowers Q4 revenue view to $23M-$27M from $75M-$90M, consensus $78.35M 11/09/22 FTC Solar reports Q3 non-GAAP EPS (17c), consensus (18c) 02/27/23 Freshpet sees 2023 net sales about $750M, consensus $755.01M 02/27/23 Freshpet reports Q4 EPS (6c), consensus (9c) 01/09/23 Freshpet reiterates 2022 net sales guidance 11/01/22 Freshpet sees 2022 net sales greater than $575M, consensus $579.48M 02/08/23 Disney reports Q1 EPS ex-items 99c, consensus 78c 02/08/23 Notable companies reporting after market close 11/08/22 Disney CFO sees FY23 cash content spend in low-$30B range 11/08/22 Disney reports Q4 EPS ex-items 30c, consensus 57c 02/09/23 Credit Suisse reports Q4 net revenue CHF 3.06B vs. CHF 4.58B last year 10/27/22 Credit Suisse reports Q3 net revenue CHF 3.8B vs. CHF 5.43B last year 01/31/23 Canadian Pacific reports Q4 adjusted EPS C$1.14 vs C$0.96 last year 10/26/22 Canadian Pacific reports Q3 adjusted EPS C$0.97 vs C$0.88 last year 03/15/23 Coty backs FY23 adjusted EPS view 35c-36c, consensus 37c 02/21/23 Coty reiterates FY23 outlook, including adjusted EBITDA and EPS guidance 02/08/23 Coty raises FY23 adjusted EPS 35c-36c view from 32c-33c 02/08/23 Coty reports Q2 adjusted EPS 22c, consensus 15c
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Meeting 03/14/23 Norfolk Southern says working on long-term funds for East Palestine 03/14/23 Norfolk Southern sued by Ohio AG over 'entirely avoidable' train derailment 03/14/23 Norfolk Southern announces additional paid sick leave agreements with unions 03/10/23 Norfolk Southern reaches paid sick leave agreements with two labor unions 02/27/23 Manchester United falls -11.8% 02/10/23 Manchester United suitors unsure Glazer family wants full club sale, ESPN says 02/08/23 Manchester United rises 13.6% 02/08/23 Manchester United rises 13.4% 03/15/23 Lennar sees Q2 gross margin 21%-21.5% 03/15/23 Lennar says continues to make 'meaningful progress' with trade partners 03/15/23 Lennar says housing shortage should be stabilizing factor for market over time 03/14/23 Lennar sees Q2 new orders 16,000-17,000 03/08/23 North American rail traffic down 4.4% for the week ending March 4 02/17/23 Harley-Davidson raises quarterly dividend to 16.5c from 15.75c per share 02/15/23 Sonic Automotive 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T-Mobile downgraded to Market Perform from Outperform at MoffettNathanson 02/03/23 Citi T-Mobile price target raised to $176 from $174 at Citi 05/26/22 B. Riley Guess price target lowered to $29 from $36 at B. Riley 03/17/22 B. Riley Guess price target lowered to $36 from $38 at B. Riley 03/01/23 Oppenheimer Lennar initiated with a Perform at Oppenheimer 02/14/23 BTIG Lennar price target raised to $116 from $104 at BTIG 01/13/23 RBC Capital Lennar downgraded to Underperform from Sector Perform at RBC Capital 01/11/23 BofA BofA upgrades trio of homebuilders, calls NVR top pick for 2023 03/15/23 Credit Suisse Charles Schwab upgraded to Outperform from Neutral at Credit Suisse 03/14/23 JPMorgan Schwab funding concerns 'significantly de-risked,' says JPMorgan 03/14/23 Piper Sandler Charles Schwab price target lowered to $95 from $100 at Piper Sandler 03/14/23 Deutsche Bank Charles Schwab price target lowered to $83 from $109 at Deutsche Bank 03/15/23 Jefferies Jefferies upgrades Harley-Davidson to Hold despite retail caution 03/15/23 Jefferies Harley-Davidson upgraded to Hold from Underperform at Jefferies 02/07/23 Morgan Stanley Harley-Davidson price target raised to $48 from $43 at Morgan Stanley 02/06/23 DA Davidson Harley-Davidson price target raised to $47 from $44 at DA Davidson 03/15/23 Citi Truist Financial upgraded to Buy from Neutral at Citi 03/13/23 Baird Baird says get more aggressive on regional banks, upgrades Truist 03/13/23 Baird Truist Financial upgraded to Outperform from Neutral at Baird 03/12/23 Keefe Bruyette Truist upgraded to Market Perform from Underperform at Keefe Bruyette 03/15/23 BofA FTC Solar upgraded to Buy from Underperform at BofA 12/02/22 RBC Capital RBC Capital 'not surprised' by Commerce Department's finding on solar companies 12/01/22 Roth MKM U.S. to announce 'affirmative' finding in solar trade case, says Roth Capital 11/10/22 Morgan Stanley New California 'NEM 3.0' proposal 'screens positive,' says Morgan Stanley 03/15/23 Argus Norfolk Southern cut to Hold at Argus on earnings uncertainty 03/15/23 Argus Norfolk Southern downgraded to Hold from Buy at Argus 02/21/23 Wolfe Research Norfolk Southern upgraded to Outperform from Peer Perform at Wolfe Research 02/14/23 BofA Norfolk Southern derailment EPS impact likely minimal given insurance, says BofA 12/09/22 Deutsche Bank Manchester United downgraded to Hold from Buy at Deutsche Bank 11/23/22 Jefferies Jefferies expects 'competitive process' for Manchester United 06/02/22 Deutsche Bank Manchester United undervalued after selloff, says Deutsche Bank 03/21/22 Deutsche Bank Manchester United upgraded on 'value disconnect' at Deutsche Bank 03/15/23 Wells Fargo Wells says Disney investors wanting Hulu sale could be disappointed 03/02/23 Citi Disney may sell its 67% stake in Hulu, says Citi 02/13/23 JPMorgan Disney reinstated with an Overweight at JPMorgan 02/13/23 Citi Disney price target lowered to $130 from $145 at Citi 03/15/23 UBS Western Alliance initiated with a Buy at UBS 03/15/23 DA Davidson Amplitude initiated with a Neutral at DA Davidson amid potential SVB disruption 03/15/23 BofA Chart Industries pullback an overreaction to 'SVB market malaise,' says BofA 03/15/23 Canaccord Q2 Holdings downgraded at Canaccord amid pressure on regional banks 03/13/23 BofA BofA removes rating on First Republic after SVB, Signature failures 03/13/23 Oppenheimer Coinbase price target lowered to $70 from $84 at Oppenheimer 03/10/23 Morgan Stanley SVB Financial pressures 'highly idiosyncratic,' says Morgan Stanley 01/05/23 Citi Roivant Sciences price target raised to $14 from $11 at Citi 01/04/23 Piper Sandler Prometheus, Roivant TL1A data look 'highly competitive,' says Piper 12/28/22 Cantor Fitzgerald Cantor calls Merck top large cap pharma pick, names 8 SMID cap top picks 12/27/22 Cantor Fitzgerald Roivant's upcoming data readouts could move stock higher, says Cantor Fitzgerald 03/15/23 RBC Capital Smartsheet price target raised to $43 from $36 at RBC Capital 03/15/23 DA Davidson Smartsheet price target raised to $57 from $54 at DA Davidson 03/15/23 BMO Capital Smartsheet price target raised to $50 from $41 at BMO Capital 03/15/23 Canaccord Smartsheet price target raised to $50 from $45 at Canaccord 03/14/23 Wells Fargo Western Alliance price target lowered to $65 from $90 at Wells Fargo 01/26/23 Stephens Western Alliance price target raised to $86 from $80 at Stephens 01/09/23 Autonomous Western Alliance initiated with an Outperform at Autonomous 03/15/23 Citi FinVolution Group downgraded to Neutral from Buy at Citi 02/01/23 UBS UBS upgrades 'second-tier players' LexinFintech, FinVolution to Buy 02/01/23 UBS FinVolution Group upgraded to Buy from Neutral at UBS 09/29/22 China Renaissance FinVolution Group assumed with a Buy at China Renaissance 02/28/23 Truist Freshpet price target raised to $55 from $40 at Truist 02/28/23 Baird Freshpet price target raised to $75 from $70 at Baird 02/28/23 Credit Suisse Freshpet price target raised to $65 from $60 at Credit Suisse 02/09/23 Bernstein Bernstein ponders takeover targets for J.M. Smucker after pet food sale 03/15/23 Morgan Stanley SentinelOne needs 'few quarters' to 'escape penalty box,' says Morgan Stanley 03/15/23 Piper Sandler SentinelOne price target raised to $18 from $16 at Piper Sandler 03/15/23 Wedbush SentinelOne price target raised to $22 from $19 at Wedbush 03/12/23 Citi Citi not too concerned about systems software exposure to SVB 03/15/23 Loop Capital Loop cuts Porch Group to Hold after Q4 miss, sees 2023 as transition year 03/15/23 Loop Capital Porch Group downgraded to Hold from Buy at Loop Capital 12/28/22 Stephens Stephens carries over seven stocks to 'Best Ideas' list for 2023 11/09/22 Oppenheimer Porch Group price target lowered to $3 from $9 at Oppenheimer 03/15/23 Northland Vacasa price target lowered to $2.50 from $5 at Northland 03/15/23 Oppenheimer Vacasa downgraded to Perform at Oppenheimer on elevated churn issues 03/15/23 Needham Vacasa price target lowered to $1.50 from $5.00 at Needham 03/15/23 Oppenheimer Vacasa downgraded to Perform from Outperform at Oppenheimer 01/18/23 Mizuho Oatly Group upgraded to Buy at Mizuho with bearish sentiment at peak 01/18/23 Mizuho Oatly Group upgraded to Buy from Neutral at Mizuho 01/10/23 Piper Sandler Oatly Group price target raised to $4 from $3 at Piper Sandler 11/21/22 TD Cowen Oatly Group price target lowered to $3 from $5 at Cowen 02/23/23 Piper Sandler Coty price target raised to $14 from $12 at Piper Sandler 02/16/23 Citi Citi launches beverage, personal space with six buys, two sells 02/16/23 Citi Coty initiated with a Neutral at Citi 02/09/23 Deutsche Bank Coty price target raised to $12 from $11 at Deutsche Bank 01/24/23 Western Alliance reports Q4 EPS $2.67, consensus $2.66 10/20/22 Western Alliance reports Q3 EPS $2.42, consensus $2.61 03/14/23 Vacasa sees FY23 revenue down mid to high single digits 03/14/23 Vacasa sees Q1 revenue $230M-$240M, consensus $264.8M 03/14/23 Vacasa reports Q4 EPS (70c), consensus (38c) 11/09/22 Vacasa reports Q3 EPS 4c, consensus 7c 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 01/31/23 Notable companies reporting before tomorrow's open 01/04/23 T-Mobile sees FY22 postpaid net customer additions 6.4M 01/19/23 Truist Financial reports Q4 adjusted EPS $1.30, consensus $1.28 01/18/23 Notable companies reporting before tomorrow's open 10/18/22 Truist Financial reports Q3 adjusted EPS $1.24, consensus $1.24 03/14/23 Smartsheet sees FY24 adjusted EPS 31c-38c, consensus (9c) 03/14/23 Smartsheet sees Q1 adjusted EPS 8c-9c, consensus (6c) 03/14/23 Smartsheet reports Q4 adjusted EPS 7c, consensus (1c) 03/10/23 Compugen considers exposure to SVB Financial as immaterial 01/19/23 SVB Financial reports Q4 EPS $4.62, consensus $5.27 10/20/22 SVB Financial reports Q3 EPS $7.21, consensus $6.95 01/18/23 Charles Schwab reports Q4 adjusted EPS $1.07, consensus $1.09 01/17/23 Notable companies reporting before tomorrow's open 10/27/22 Charles Schwab backs 11%-13% year-over-year revenue growth outlook 01/17/23 Signature Bank reports Q4 EPS $4.65, consensus $4.89 10/18/22 Signature Bank reports Q3 EPS $5.57, consensus $5.41 10/17/22 Notable companies reporting before tomorrow's open 03/14/23 SentinelOne sees FY24 revenue $631M-$640M, consensus $648.66M 03/14/23 SentinelOne sees Q1 revenue $137M, consensus $136.85M 03/14/23 SentinelOne reports Q4 adjusted EPS (13c), consensus (16c) 02/13/23 Roivant Sciences reports Q3 EPS (49c), consensus (39c) 11/14/22 Roivant Sciences reports Q2 EPS (42c), consensus (41c) 03/14/23 Porch Group sees FY23 revenue $330M-$350M, consensus $331.74M 03/14/23 Porch Group reports Q4 EPS (36c), consensus (28c) 11/08/22 Porch Group lowers FY22 revenue view to $275M from $290M, consensus $289.84M 11/08/22 Porch Group reports Q3 EPS (88c), consensus (20c) 03/15/23 Oatly Group sees 2023 revenue growth 23%-28%, consensus $886.11M 03/15/23 Oatly Group reports Q4 EPS (21c), consensus (14c) 11/14/22 Oatly Group sees FY22 revenue $700M-$720M, consensus $798.58M 11/14/22 Oatly Group reports Q3 EPS (18c), consensus (11c) 01/25/23 Norfolk Southern reports Q4 EPS $3.42, consensus $3.44 10/26/22 Norfolk Southern reports Q3 EPS $4.10, consensus $3.64 12/08/22 Manchester United reports Q2 adjusted EBITDA GBP 23.6M vs. GBP 11.2M y/y 09/22/22 Manchester United sees FY23 revenue GBP 580M-GBP 600M 09/22/22 Manchester United reports Q4 adjusted EPS (GBP 12.38) vs. (GBP 20.67) last year 03/15/23 Lennar sees Q2 EPS $2.10-$2.50, consensus $2.16 03/14/23 Lennar reports Q1 EPS $2.06, consensus $1.55 03/14/23 Notable companies reporting after market close 12/15/22 Lennar sees Q1 EPS $1.40-$1.70, consensus $2.40 02/02/23 Harley-Davidson reports Q4 EPS 28c, consensus 6c 10/26/22 Harley-Davidson reaffirms FY22 revenue view increase 5%-10% 10/26/22 Harley-Davidson reports Q3 GAAP EPS $1.78, consensus $1.40 10/25/22 Notable companies reporting before tomorrow's open 03/14/23 Guess sees FY24 adjusted EPS $2.45-$2.80, two estimates $3.40 03/14/23 Guess sees Q1 adjusted EPS (31c)-(25c), two estimates 52c 03/14/23 Guess reports Q4 adjusted EPS $1.74, two estimates $1.30 11/22/22 Guess sees FY23 adjusted EPS $2.35, two estimates $2.63 02/28/23 FTC Solar sees Q1 revenue $36M-$40M, consensus $38.8M 02/28/23 FTC Solar reports Q4 adjusted EPS (11c), consensus (11c) 11/09/22 FTC Solar lowers Q4 revenue view to $23M-$27M from $75M-$90M, consensus $78.35M 11/09/22 FTC Solar reports Q3 non-GAAP EPS (17c), consensus (18c) 02/27/23 Freshpet sees 2023 net sales about $750M, consensus $755.01M 02/27/23 Freshpet reports Q4 EPS (6c), consensus (9c) 01/09/23 Freshpet reiterates 2022 net sales guidance 11/01/22 Freshpet sees 2022 net sales greater than $575M, consensus $579.48M 02/08/23 Disney reports Q1 EPS ex-items 99c, consensus 78c 02/08/23 Notable companies reporting after market close 11/08/22 Disney CFO sees FY23 cash content spend in low-$30B range 11/08/22 Disney reports Q4 EPS ex-items 30c, consensus 57c 02/09/23 Credit Suisse reports Q4 net revenue CHF 3.06B vs. CHF 4.58B last year 10/27/22 Credit Suisse reports Q3 net revenue CHF 3.8B vs. CHF 5.43B last year 01/31/23 Canadian Pacific reports Q4 adjusted EPS C$1.14 vs C$0.96 last year 10/26/22 Canadian Pacific reports Q3 adjusted EPS C$0.97 vs C$0.88 last year 03/15/23 Coty backs FY23 adjusted EPS view 35c-36c, consensus 37c 02/21/23 Coty reiterates FY23 outlook, including adjusted EBITDA and EPS guidance 02/08/23 Coty raises FY23 adjusted EPS 35c-36c view from 32c-33c 02/08/23 Coty reports Q2 adjusted EPS 22c, consensus 15c
Hot Stocks
Dermavant Sciences…
Dermavant Sciences announced results from ADORING 2, one of two double-blind, randomized, vehicle-controlled Phase 3 studies to evaluate the efficacy and safety of topical VTAMA cream, 1% in pediatric subjects down to 2 years old and adult subjects with atopic dermatitis. In ADORING 2, VTAMA cream met the primary endpoint of the trial and demonstrated highly statistically significant improvement in the vIGA-AD score of clear or almost clear with at least a 2-grade improvement from baseline at Week 8. Additionally, VTAMA cream demonstrated highly statistically significant improvement in the proportion of subjects with greater than75% improvement in EASI75 from baseline at week 8, a key secondary endpoint. Subjects 12 years and older receiving VTAMA cream also experienced a highly statistically significant improvement greater than4-point reduction in Peak Pruritis Numeric Rating Scale in itch, another key secondary endpoint in the study due to its prevalence among AD sufferers. Both adult and pediatric AD subjects receiving VTAMA cream, 1% did so at the same dose and dose regimen as already approved for adults with plaque psoriasis. Subject to FDA approval in AD, the company believes this could be a key manufacturing, supply chain, and commercial advantage, offering simplicity of treatment to both physicians, pharmacists, and patients, regardless of diagnosis. In ADORING 2, pediatric and adult subjects with atopic dermatitis were randomized at a 2:1 ratio to receive once daily treatment with VTAMA cream, 1% or vehicle cream. At week 8, 46.4% of subjects treated with VTAMA cream in ADORING 2 achieved the primary endpoint of a vIGA-AD of clear or almost clear with at least a 2-grade improvement from baseline at Week 8. Also at week 8, 59.1% of subjects treated with VTAMA cream in ADORING 2 achieved the key secondary endpoint of the proportion of subjects with greater than75% improvement in EASI. 52.8% of subjects greater than or equal to12 years old, with a baseline PP-NRS score greater than or equal to4, achieved a greater than or equal to4-point reduction in the PP-NRS at Week 8. Importantly, VTAMA cream data indicated no safety or tolerability signals in this population including children as young as 2 years old. Adverse events were mild to moderate with a low study discontinuation rate due to adverse events. Adverse events of special interest included contact dermatitis and follicular event.
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02/22/23 Roivant Sciences director sells $31.8M in common stock 02/13/23 Roivant Sciences announces major upcoming milestones 02/07/23 Syneos Health, Haystack Health partner to accelerate trials with AI 01/04/23 Roivant Sciences up 9% in pre-market at $7.78 after RVT-3101 phase 2b study data 01/05/23 Citi Roivant Sciences price target raised to $14 from $11 at Citi 01/04/23 Piper Sandler Prometheus, Roivant TL1A data look 'highly competitive,' says Piper 12/28/22 Cantor Fitzgerald Cantor calls Merck top large cap pharma pick, names 8 SMID cap top picks 12/27/22 Cantor Fitzgerald Roivant's upcoming data readouts could move stock higher, says Cantor Fitzgerald 02/13/23 Roivant Sciences reports Q3 EPS (49c), consensus (39c) 11/14/22 Roivant Sciences reports Q2 EPS (42c), consensus (41c)
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In a regulatory filing,…
In a regulatory filing, Roivant Sciences disclosed that its director Vivek Ramaswamy sold 4M shares of common stock on February 22nd in a total transaction size of $31.8M.
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02/13/23 Roivant Sciences announces major upcoming milestones 02/07/23 Syneos Health, Haystack Health partner to accelerate trials with AI 01/04/23 Roivant Sciences up 9% in pre-market at $7.78 after RVT-3101 phase 2b study data 01/04/23 Roivant Sciences announces 'positive' results from Phase 2b study of RVT-3101 01/05/23 Citi Roivant Sciences price target raised to $14 from $11 at Citi 01/04/23 Piper Sandler Prometheus, Roivant TL1A data look 'highly competitive,' says Piper 12/28/22 Cantor Fitzgerald Cantor calls Merck top large cap pharma pick, names 8 SMID cap top picks 12/27/22 Cantor Fitzgerald Roivant's upcoming data readouts could move stock higher, says Cantor Fitzgerald 02/13/23 Roivant Sciences reports Q3 EPS (49c), consensus (39c) 11/14/22 Roivant Sciences reports Q2 EPS (42c), consensus (41c)
Over a month ago
On The Fly
Check out this morning's…
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11/14/22 Jana made new buy Freshpet top holding in Q3, also bought Momentive 11/07/22 TreeHouse says FY23 revenue growth expected to be strong, cites pricing actions 08/15/22 JANA Partners exits Zendesk, boosts stake in New Relic 09/13/22 Teradata, ActionIQ enter strategic relationship for HybridCompute Integration 02/13/23 Roivant Sciences announces major upcoming milestones 02/07/23 Syneos Health, Haystack Health partner to accelerate trials with AI 01/04/23 Roivant Sciences up 9% in pre-market at $7.78 after RVT-3101 phase 2b study data 01/04/23 Roivant Sciences announces 'positive' results from Phase 2b study of RVT-3101 01/23/23 Ritchie Bros., IAA announce amended merger agreement 02/12/23 Ocular Therapeutix announces interim 10-month data from Phase 1 OTX-TKI trial 01/06/23 Ocular Therapeutix provides 2022 update, reviews 2023 milestones 01/06/23 Ocular Therapeutix sees cash runway through middle of 2024 12/12/22 Titan Pharmaceuticals enters licensing agreement with Ocular Therapeutix 02/13/23 Appfire announces partnership with Monday.com 11/23/22 Monday.com promotes Yoni Osherov to Chief Revenue Officer 10/25/22 Monday.com opens latest North American office in Chicago 10/11/22 Monday.com expands global presence with office in Marunouchi, Tokyo 01/30/23 Janus Henderson intends to vote against Ritchie Bros., IAA deal 01/24/23 Luxor Capital comments on Ritchie Bros. restructuring of IAA deal 01/23/23 IAA rises 6.6% 01/23/23 Ritchie Bros., IAA merger expected to close in 1H23 02/13/23 FIS provides update on Enterprise Transformation Program 02/13/23 FIS plans for Worldpay separation to be completed within next 12 months 02/13/23 FIS announces plans to spin off merchant business 02/12/23 Fly Intel: Top five weekend stock stories 02/13/23 Bally's CEO Lee Fenton to step down, Robeson Reeves to succeed 01/18/23 Bally's reducing current Interactive workforce by up to 15% 01/04/23 Gaming and Leisure Properties completes sale leaseback transaction with Bally's 12/09/22 Bally's, IUOE enter labor neutrality agreement for Tropicana Las Vegas 12/15/22 Barclays Bally's price target raised to $23 from $21 at Barclays 11/02/22 Stifel Bally's downgraded to Hold from Buy at Stifel 10/25/22 Truist Bally's price target lowered to $29 from $30 at Truist 10/06/22 Deutsche Bank Deutsche Bank starts Bally's at Hold on 'challenging' climate 01/24/23 Raymond James Ritchie Bros. price target raised to $60 from $55 at Raymond James 01/24/23 Baird Ritchie Bros. price target raised to $66 from $62 at Baird 01/05/23 Baird IAA downgraded to Neutral from Outperform at Baird 12/05/22 Scotiabank Ritchie Bros. upgraded to Outperform at Scotiabank after deal-driven pullback 01/26/23 Guggenheim Teradata initiated with a Neutral at Guggenheim 12/12/22 RBC Capital Coupa Software upgraded to Sector Perform from Underperform at RBC Capital 11/11/22 Citi Teradata price target raised to $42 from $40 at Citi 11/08/22 Craig-Hallum Teradata price target lowered to $40 from $57 at Craig-Hallum 02/10/23 DA Davidson Monday.com downgraded to Neutral from Buy at DA Davidson 02/08/23 KeyBanc Monday.com price target raised to $156 from $139 at KeyBanc 01/09/23 Piper Sandler Monday.com price target lowered to $130 from $138 at Piper Sandler 12/12/22 JPMorgan JPMorgan upgrades Monday.com to Overweight on 'relative resiliency' 08/09/22 Truist TreeHouse price target raised to $60 from $50 at Truist 08/08/22 Stifel TreeHouse price target raised to $45 from $38 at Stifel 06/27/22 Stifel TreeHouse meal prep sale could bring higher multiple, says Stifel 05/23/22 Truist TreeHouse upgraded to Buy from Hold at Truist 01/19/23 Baird Baird says FIS could be valued at $85-$105/share in strategic takeout scenario 01/17/23 Barclays FIS downgraded to Equal Weight from Overweight at Barclays 01/10/23 Susquehanna FIS expectations staying conservative for now, says Susquehanna 01/09/23 KeyBanc FIS downgraded to Sector Weight from Overweight at KeyBanc 01/05/23 Citi Roivant Sciences price target raised to $14 from $11 at Citi 01/04/23 Piper Sandler Prometheus, Roivant TL1A data look 'highly competitive,' says Piper 12/28/22 Cantor Fitzgerald Cantor calls Merck top large cap pharma pick, names 8 SMID cap top picks 12/27/22 Cantor Fitzgerald Roivant's upcoming data readouts could move stock higher, says Cantor Fitzgerald 01/09/23 JMP Securities Ocular Therapeutix price target lowered to $12 from $25 at JMP Securities 11/08/22 H.C. Wainwright Ocular Therapeutix price target lowered to $9 from $10 at H.C. Wainwright 11/08/22 Raymond James Ocular Therapeutix price target lowered to $14 from $29 at Raymond James 09/29/22 Piper Sandler Ocular Therapeutix data 'paint a compelling profile,' says Piper Sandler 02/13/23 TreeHouse reports Q4 adjusted EPS 98c, consensus 92c 11/07/22 TreeHouse sees Q4 continuing operations revenue up 22%-24%, consensus $1.43B 11/07/22 TreeHouse reports Q3 adjusted EPS 30c, consensus 16c 02/13/23 Teradata sees Q1 EPS 60c- 64c , consensus 59c 02/13/23 Teradata sees FY23 EPS $1.90-$2.06, consensus $1.89 02/13/23 Teradata reports Q4 EPS 35c, consensus 30c 11/07/22 Teradata narrows FY22 EPS view to $1.58-$1.62, consensus $1.60 02/13/23 Roivant Sciences reports Q3 EPS (49c), consensus (39c) 11/14/22 Roivant Sciences reports Q2 EPS (42c), consensus (41c) 08/15/22 Roivant Sciences reports Q1 EPS (48c) vs (13c) last year 02/13/23 Ritchie Bros. sees Q4 revenue $444M, consensus $410.57M 11/07/22 Ritchie Bros. reports Q3 adjusted EPS 53c, consensus 49c 01/06/23 Ocular Therapeutix sees Q4 product revenue $13.6M 11/07/22 Ocular Therapeutix sees 2022 net product revenue $48M-$52M 11/07/22 Ocular Therapeutix reports Q3 EPS (31c), consensus (24c) 02/13/23 Monday.com seesFY23 revenue $$688M-$693M , consensus $661.74M 02/13/23 Monday.com sees Q1 revenue $154M-$156M, consensus $150.12M 02/13/23 Monday.com reports Q4 EPS 44c, consensus 37c 11/14/22 Monday.com reports Q3 EP 5c consensus (54c) 02/13/23 IAA reports preliminary Q4 revenue $524M, consensus $535.21M 11/07/22 IAA reports Q3 adjusted EPS 45c, consensus 50c 02/13/23 FIS sees FY23 adjusted EPS $5.70-$6.00, consensus $6.57 02/13/23 FIS sees Q1 adjusted EPS $1.17-$1.23, consensus $1.42 02/13/23 FIS reports Q4 adjusted EPS $1.71, consensus $1.70 11/03/22 FIS sees FY22 EPS $6.60-$6.66, consensus $7.02 02/13/23 Bally's sees FY23 revenue $2.5B-$2.6B, consensus $2.46B 02/13/23 Bally's sees Q4 revenue $576M, consensus $568.89M 11/03/22 Bally's sees 2022 revenue $2.25B, consensus $2.24B 11/03/22 Bally's reports Q3 EPS 1c, consensus 30c
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Major Upcoming…
Major Upcoming Milestones: Roivant plans to announce data from the chronic therapy period of the ongoing TUSCANY-2 study of RVT-3101 for ulcerative colitis in the first half of calendar year 2023. Dermavant expects to report topline data from the first Phase 3 trial of VTAMA for the treatment of atopic dermatitis in March 2023, with topline data from the second Phase 3 trial expected in May 2023. Immunovant plans to initiate a Phase 1 clinical trial for IMVT-1402 in early calendar year 2023 contingent on clearance of its Investigational New Drug application, with initial data results from this Phase 1 trial expected to be available in mid-calendar year 2023. Immunovant expects to have top-line results from the ongoing MG trial in the second half of calendar year 2024 and from the TED program, consisting of two Phase 3 clinical trials, in the first half of calendar year 2025. Immunovant also expects initial data from period 1 of the Phase 2B trial in CIDP to be available in the first half of calendar year 2024. Immunovant expects to initiate a Phase 2 clinical trial to evaluate batoclimab for the treatment of Graves' disease in early calendar year 2023 with initial results expected in the second half of calendar year 2023. Priovant plans to announce topline results from the potentially registrational trial evaluating brepocitinib for the treatment of patients with SLE in the fourth quarter of calendar year 2023. Priovant also expects to announce topline results from the Phase 3 trial in DM in calendar year 2025. Hemavant plans to announce data from the ongoing open-label Phase 1/2 trial evaluating RVT-2001 for the treatment of transfusion-dependent anemia in lower-risk MDS patients in the second half of calendar year 2023. Kinevant plans to report topline data from the ongoing Phase 2 trial of namilumab for the treatment of sarcoidosis in the first half of calendar year 2024.
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02/07/23 Syneos Health, Haystack Health partner to accelerate trials with AI 01/04/23 Roivant Sciences up 9% in pre-market at $7.78 after RVT-3101 phase 2b study data 01/04/23 Roivant Sciences announces 'positive' results from Phase 2b study of RVT-3101 12/01/22 Roivant Sciences, Pfizer form new Vant company focused on developing RVT-3101 01/05/23 Citi Roivant Sciences price target raised to $14 from $11 at Citi 01/04/23 Piper Sandler Prometheus, Roivant TL1A data look 'highly competitive,' says Piper 12/28/22 Cantor Fitzgerald Cantor calls Merck top large cap pharma pick, names 8 SMID cap top picks 12/27/22 Cantor Fitzgerald Roivant's upcoming data readouts could move stock higher, says Cantor Fitzgerald 02/13/23 Roivant Sciences reports Q3 EPS (49c), consensus (39c) 11/14/22 Roivant Sciences reports Q2 EPS (42c), consensus (41c) 08/15/22 Roivant Sciences reports Q1 EPS (48c) vs (13c) last year
Earnings
Reports Q3 revenue…
Reports Q3 revenue $17.052M, consensus $14.64M. Roivant's Chief Executive Officer, Matt Gline, noted: "This past quarter was a significant one for the company. We announced the in-licensing of our potentially first-in-class and best-in-class TL1A program RVT-3101 along with highly encouraging Phase 2 induction data. Earlier this month we completed a $230M equity financing to further advance our TL1A programs in Phase 3 and Phase 2 for ulcerative colitis and Crohn's disease, respectively. Additionally, we reported strong growth in VTAMA net revenue and made significant progress on payor coverage with a majority of commercial lives now covered. These recent developments and our strengthened balance sheet continue to support Roivant's growing leadership in immunological and inflammatory diseases and point to an incredibly catalyst-rich year ahead."
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02/07/23 Syneos Health, Haystack Health partner to accelerate trials with AI 01/04/23 Roivant Sciences up 9% in pre-market at $7.78 after RVT-3101 phase 2b study data 01/04/23 Roivant Sciences announces 'positive' results from Phase 2b study of RVT-3101 12/01/22 Roivant Sciences, Pfizer form new Vant company focused on developing RVT-3101 01/05/23 Citi Roivant Sciences price target raised to $14 from $11 at Citi 01/04/23 Piper Sandler Prometheus, Roivant TL1A data look 'highly competitive,' says Piper 12/28/22 Cantor Fitzgerald Cantor calls Merck top large cap pharma pick, names 8 SMID cap top picks 12/27/22 Cantor Fitzgerald Roivant's upcoming data readouts could move stock higher, says Cantor Fitzgerald 11/14/22 Roivant Sciences reports Q2 EPS (42c), consensus (41c) 08/15/22 Roivant Sciences reports Q1 EPS (48c) vs (13c) last year
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Syneos Health (SYNH)…
Syneos Health (SYNH) announced a strategic partnership with Haystack Health, a Roivant Health (ROIV) portfolio company developing advanced Artificial Intelligence and Natural Language Processing solutions, to improve the identification and enrollment of patients for clinical trials. The combined capabilities of Syneos Health and Haystack Health will more effectively and efficiently identify and match clinical trial opportunities for patients. For sponsors and sites, this partnership will deliver valuable research tools and workflow efficiencies that result in improved timelines and increased patient recruitment. Initially, these new data solutions will only be available for Syneos Health sites in the US, with a focus on oncology and immunology. "The challenges of enrolling patients in clinical trials are well documented. Protocol complexity and specificity in precision medicine have made patient recruitment even more difficult. Haystack Health offers an advanced solution leveraging AI to match patients to trials while preserving privacy," said Baba Shetty, President, Technology & Data Solutions, Syneos Health. "We're thrilled to be working closely alongside the Haystack Health team to innovate in this critical area for patients, sponsors and science."
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Syndicate
The deal size was…
The deal size was increased to $200M from $150M and priced below last closing price of $7.59. Goldman Sachs, SVB Securities, Cowen and Cantor Fitzgerald are acting as joint book running managers for the offering.
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