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❗️🇺🇸#фарма #сша
Три крупнейших американских дистрибьютора лекарственных препаратов - McKesson Corp. #MCK, AmerisourceBergen Corp. #ABC и Cardinal Health Inc. #CAH - обсуждают возможность выплатить $18 млрд, чтобы урегулировать иски со стороны властей из-за роли компаний в "опиоидном кризисе" в США- WSJ
🇺🇸#акции #сша #premarket
премаркет США - акции - заметные движения:

ВВЕРХ

#DTSS +11% Datasea Inc. - after climbing 15% on Friday.

#YNDX +10% Yandex N.V. - after Moscow softens draft law limiting foreign ownership in major IT companies, Reuters reported.

#HEPA +7% Hepion Pharmaceuticals, Inc.

#PUK +7% Prudential plc -after the company spun off M&G, an investment management business it owned, into its own publicly traded company.

#SGEN +5% Seattle Genetics, Inc.

#CLVS +5% Clovis Oncology, Inc. -after falling 8% on Friday.

#QIWI +5% Qiwi plc

#MT +5% ArcelorMittal

#PINS +4% Pinterest, Inc.

#RBS +4% The Royal Bank of Scotland Group plc

#BKD +3% Brookdale Senior Living Inc.

#HPE +3% Hewlett Packard Enterprise Company

ВНИЗ

#ENDP -13% Endo International plc

#MFGP -13% Micro Focus International plc

#SNN -8% Smith & Nephew plc -after the company's CEO said he would step down to pursue other opportunities.

#TEVA -7% Teva Pharmaceutical Industries Limited

#MNK -6% Mallinckrodt plc

#CANF -6% Can-Fite BioPharma Ltd. -after gaining 6% on Friday.

#INFY -5% Infosys Limited

#ASMB -5% Assembly Biosciences, Inc.

#YRD -6% Yiren Digital Ltd.

#WEI -4% Weidai Ltd.

#MCK -4% McKesson Corporation

#PPDF -4% PPDAI Group Inc.

#VIPS -4% Vipshop Holdings Limited

#CAH -3% Cardinal Health, Inc.
🇺🇸#premarket #сша
премаркет США - акции - заметные движения:

ВВЕРХ
#FAMI +30% Farmmi, Inc. -after reporting a 42% rise in sales volume for January.
#POAI +23% Predictive Oncology Inc. - after surging 12% on Wednesday.
#ZN +22% Zion Oil & Gas, Inc. -after the company entered into a partially binding Letter of Intent to purchase a drilling rig for Israel operations.
#MYO +15% Myomo, Inc. - shares ran wild Tuesday and the momentum continued in Wednesday's session also.
#UIS +12% Unisys Corporation - company agreed to sell its US Federal business to SAIC For $1.2 billion.
#MT +9% ArcelorMittal - following earnings report
#BNTX +9% BioNTech SE - after declining 11% on Wednesday.
#SONO +9% Sonos Inc - reported better-than-expected Q1 EPS and sales results. The company also reaffirmed FY20 sales guidance.
#TBLT +9% ToughBuilt Industries, Inc. -after surging 11% on Wednesday.
#DB +9% Deutsche Bank -The Capital Group Companies disclosed a 3.1% stake in Deutsche Bank.
#ELF +9% e.l.f. Beauty Inc - reported better-than-expected Q4 EPS and sales results. The company also raised FY20 EPS and sales guidance.
#CAH +7% Cardinal Health Inc - reported upbeat Q2 results and raised FY20 guidance.
#IRBT +6% iRobot Corporation -after reporting better-than-expected Q4 results.
#RIOT +5% Riot Blockchain, Inc. - after gaining 7% on Wednesday.
#CLX +5% The Clorox Company
#NNDM +5% Nano Dimension Ltd. -after declining 22% on Wednesday.
#FORM +4% FormFactor, Inc. - reported better-than-expected Q4 EPS and sales results. The company also issued Q1 sales guidance above estimates.
#BBVA +4% Banco Bilbao Vizcaya Argentaria, S.A.
#GSX +4% GSX Techedu Inc.
#GSG +3% CSG Systems International, Inc. - reported better-than-expected Q4 EPS and sales results.
#ENSG +3% The Ensign Group, Inc. - reported better-than-expected Q4 EPS and sales results.
#TGI +3% Triumph Group Inc -following strong quarterly sales.
#BMY +3% Bristol-Myers Squibb Co -following strong quarterly earnings.

ВНИЗ
#TNXP -60% Tonix Pharmaceuticals Holding Corp. - reported enrollment for RECOVERY study of Tonmya was stopped due to 'inadequate separation from placebo at Week-12 based on interim analysis results of the first 50% of enrolled participants.'
#FNKO -39% Funko, Inc. -reported preliminary Q4 results and various analysts downgraded the stock.
#RWLK -36% ReWalk Robotics Ltd. - priced public offering of 5.6 million units at $1.25 per unit.
#ENS -13% EnerSys - reported worse-than-expected Q3 EPS and sales results.
#CDAY -12% Ceridian HCM Holding Inc. - reported worse-than-expected Q4 EPS results. The company also issued Q1 and FY20 sales guidance below estimates.
#GPRO -12% GoPro, Inc. -reported worse-than-expected Q4 EPS and sales results.
#VISL -11% Vislink Technologies, Inc. - after gaining 10% on Wednesday.
#AGTC -10% Applied Genetic Technologies Corp - announced a proposed public offering of common stock of 6 million shares.
#PTON -9% Peloton Interactive, Inc. - reported upbeat Q2 results, but issued weak Q3 revenue outlook.
#OPGN -8% OpGen Inc - reported a $50 million common stock offering.
#ANGI -8% ANGI Homeservices Inc - reported worse-than-expected Q4 sales results.
#BDX -7% Becton, Dickinson and Company - lowered its full-year forecast.
#LIFE -7% aTyr Pharma, Inc. -after dropping 17% on Wednesday.
#TWLO -6% Twilio Inc. - issued Q1 EPS guidance below estimates.
#TWO -5% Two Harbors Investment Corp -reported worse-than-expected Q4 EPS results.
#PFNX -5% Pfenex Inc. -after rising 7% on Wednesday.
#PAYC -5% Paycom Software, Inc. - issued Q1 sales guidance below analyst estimates.
#FEYE -5% FireEye Inc - issued Q1 EPS guidance below estimates and FY20 sales below estimates.
#TSLA -5% Tesla, Inc. - after declining 17% on Wednesday.
#BLL -4% Ball Corporation
#NNVC -4% NanoViricides, Inc. -after declining 9% on Wednesday.
💥🇺🇸#CAH
Cardinal Health - upgrade от UBS до buy
🇺🇸#фарма #сша #суд
Ожидается, что на этой неделе генеральные прокуроры штатов США объявят о соглашении на $26 млрд с крупнейшими американскими дистрибьюторами лекарств и компанией Johnson & Johnson по поводу их предполагаемой роли в опиоидной эпидемии в США

Предполагается, что дистрибьюторы McKesson #MCK, AmerisourceBergen #ABC и Cardinal Health #CAH вместе заплатят $21 млрд, а J&J заплатит $5 млрд
💥🇺🇸#фарма #сша #суд
Опиоидный скандал урегулирован с крупнейшими американскими дистрибьюторами лекарств и компанией Johnson & Johnson. Общая цена вопроса - $26 млрд

McKesson #MCK, AmerisourceBergen #ABC и Cardinal Health #CAH вместе выплатят $21 млрд в теч след 18 лет

Johnson & Johnson #JNJ выплатит $5 млрд в теч след 9 лет
💥🇺🇸#CAH #инсайдер
Elliott Management раскрыл долю в Cardinal Health
🇺🇸#13F #фонды #отчетность
движения попсовых фондов в акциях в 2кв 2022г - формы 13F:

Berkshire Hathaway (Buffett)
новые покупки: ———
полная продажа: #VZ #RPRX
увеличение доли: #ALLY #OXY #ATVI #MKL #MCK
снижение доли: #USB #GM #KR #STOR

Bridgewater (Ray Dailo)
новые покупки: #RIVN #AMZN #SE
полная продажа: #BABA #JD
увеличение доли: #META GOOGL #CVS #MA
снижение доли: #PEP #LIN #PG

Elliott Management (Elliot)
новые покупки: #AJRD #PINS #PYPL #ERD #CAH
полная продажа: #TWTR #EVRG #APA
увеличение доли: #VAL #NE
снижение доли: ——-

Third Point (Dan Loeb)
новые покупки: #CL #AR #DIS #TMUS
полная продажа: #SPGI #INTU #AVTR #IQV
увеличение доли: #OVV #CVE #SMFR
снижение доли: #S #PCG #DHR #CSX

Appaloosa (David Tepper)
новые покупки: #CRM #BABA #NFLX #CEG #APTV #HCA #CZR
полная продажа: #XLE #XOP #GT #FCX #WYNN
увеличение доли: #KSS #MPLX #META
снижение доли: #MU #OXY