This week's biggest % winners & losers : Feb 1 - 5, 2021 (wk 5)

This week's top % gainers

• Healthcare: DVAX (9.43 +49.37%), CRBP (2.66 +45.08%), TLRY (25.92 +43.2%), GWPH (214.58 +40.74%), APHA (16.67 +36.86%), AKBA (4.43 +36.57%), TYME (2.34 +36.04%), ABEO (2.58 +34.86%)
• Consumer Discretionary: TOUR (2.53 +36.76%)
• Information Technology: CMCM (3.51 +65.76%), TDC (36.75 +36.62%), HIMX (12.55 +32.33%), DDD (46.7 +31.4%), PLT (41.63 +31.24%)
• Financials: QD (3.03 +50.5%)
• Energy: CDEV (3.28 +40.17%), REI (1.56 +39.29%), SM (11.13 +32.6%), KLXE (11.10 +32.3%)

This week's top % losers

• Healthcare: FMS (34.08 -15.37%), QTNT (5.24 -13.61%)
• Consumer Discretionary: GME (60.18 -81.48%), EXPR (3.14 -47.75%), BBBY (26.48 -25.05%), HOG (33.65 -16.06%), SFIX (81.31 -14.81%)
• Information Technology: SPWR (42.96 -20.45%), NEWR (66.69 -11.29%), QLYS (123.9 -10.53%)
• Financials: SQQQ (12.53 -14.81%)
• Consumer Staples: FIZZ (110.47 -27.1%), BGS (32.67 -14.21%), RAD (23.5 -10.61%)

GW Pharma (GWPH) to be acquired by Jazz Pharmaceuticals (JAZZ) for about $7.2 billion

• GW Pharmaceuticals (NASDAQ:GWPH) (UK-based) was acquired by Ireland-based Jazz Pharmaceuticals (NASDAQ:JAZZ) for $7.6 billion. (Completed in May 2021)

  

 

 

GW Pharma (GWPH) reported earnings on Tue 6 Aug 2019 (a/h)

** charts before earnings **

 

** charts after earnings **

GW Pharma beats by $0.18, beats on revs 

Reports Q3 (Jun) earnings of $0.21 per share, $0.18 better thanthe S&P Capital IQ Consensus of $0.03; revenues rose 2096.3% year/year to $72.04 mln vs the $37.28 mln S&P Capital IQ Consensus.

• Over 12,000 patients have received Epidiolex prescriptions since launch
• Over 2,500 physicians have generated dispensed prescriptions since launch
• Pharmacy distribution network delivering median time to fill a first prescription in approximately 2 weeks
• Vast majority of patients who have received Epdiolex remain on therapy
• Transition of 900 patients in expanded access program and open label extension to commercial product complete

"We are pleased to report a strong second quarter of sales of Epidiolex in the US, reflecting high demand by US patients, increased prescribing by healthcare providers, and ongoing progress in payor coverage determinations. With the recent positive Phase 3 trial in Tuberous Sclerosis Complex, we expect to submit an sNDA by the end of 2019 with the goal of expanding the Epidiolex label and market opportunity to include both children and adult patients with TSC, a highly treatment-resistant condition," stated Justin Gover, GW's Chief Executive Officer. "In Europe, we are pleased to have recently received the positive opinion from the CHMP which clears the way for an expected approval in October. Our European commercial organization is in place and will be ready to launch in the first European markets upon approval, making this important new treatment option available to deserving European patients."

Earnings this week : Aug 5 - 9, 19 (wk 32)

Monday (Aug 5)

• Morning: ATRO CARS CYOU KMPR L TA TSN 
• Afternoon: APLE CAR BKD CBT CZR CBPO COHU CXW  EVER  PLOW DCO FRPT HIIQ PODD ITRI KLAC RAMP MAR O SHAK SWAV SNCR TTWO THC WWD

Tuesday (Aug 6)

• Morning:  AFI BHC BDX APRN CAR  CRCM CHK CHH DF DISCA DUK ERI ENR HSIC JLL LGIH MNK MGP MOS  EYE PAYS PLUG SEAS SSTK TEN  FLOW VRTV VG WBT WLK ZTS
• Afternoon: ACLS ADT AFG AINV AIZ AKCA AMN ANDE APEI ARLO AVD AXGN BECN BNFT BOLD BTG CARG CGBD CMP CPE CPSI CTRE CUB DCP DHT DIS DVN DXPE EDIT ENLC ENTA EVH EVRI FANG FATE FLT FTR GBT GCP GH GTES  GWPH HALO HCKT HCR HST HTZ HUBS ICHR INSG INSP IOSP JAZZ KAR KRNT LC LOPE LRN LTHM MAXR MBI MCHP MMI MODN MTCH NDLS NEWR NP NUS NVTA OAS OHI OSUR PAA PAGP PBPB PE PEN PLNT PLT PLYA POWL PTCT PXD PZZA QUOT RRR RTRX SAIL SCOR SEDG SSTI STAY SUPN SWN SWX TGH TROX TWO TXMD VOYA VREX WK WMC WTR WTTR WW WYNN Y ZAGG ZGNX

Wednesday (Aug 7)

• Morning: AMAG ANIP ATHM ATKR AVA BCOR BV CNP CNR CORE CPRI CSTE CVS CYBR DNR DOC ETM EVOP FUN GOLF GTN HL HZNP ICPT INGN INXN IONS JELD KELY.A LAMR LL LXP MDCA MFA MIDD NRG NVMI NXST NYT ODP OMI QEP SBGI SGRY SINA SND SPB SRC SSW STWD TELL TEVA VER VGR WAAS WB WD WEN WWW
• Afternoon: AAOI, AGO, AGS, AIG, ALB, AMPH, ANGI, AOSL, APYX, ARNA, ASRT, ATO, AVLR, AZPN, BKNG, BREW, CABO, CAI, CCMP, CDE, CECO, CLI, COLL, CPA, CPRX, CSGS, CTL, CVNA, CWH, DAR, DDD, DOX, DVAX, EB, ECPG, ENS, ENV, ET, EVRG, FG, FLO, FNV, FOSL, FOXA, FRGI, FSCT, FSM, FTDR, FTK, G, GBDC, GDOT, GKOS, GLPI, GTE, HHC, IAC, IAG, ICUI, IIPR, IMMU, INFN, IVR, JACK, KIDS, KRO, LHCG, LYFT, MATX, MELI, MFC, MNST, MRAM, MRO, NTES, NTRA, NUAN, NVEE, OPK, ORA, PAAS, PDCE, PEGA, PETQ, PRA, PRI, PRSC, PTLA, QHC, QRTEA, QTWO, RCII, RDUS, REZI, RGLD, RGNX, RLJ, ROKU, RUN, RYAM, RYN, SENS, SFLY, SGMO, SJI, SONO, SRPT, STMP, SUN, SWCH, SWKS, SWM, TCX, TLND, TPIC, TRIP, TTGT, TVTY, TWNK, UHAL, UPLD, UPWK, VERI, WMGI, ZG, ZVO 

Thursday (Aug 8)

• Morning: ACIW, AMC, AMRC, AZUL, BAM, BPMP, CAH, CBB, CCOI, CDLX, CEVA, CNNE, COMM, COT, CRON, CSWI, CVIA, DESP, EBIX, ECOM, EGRX, EPAM, ESPR, FOCS, FOLD, FVRR, GOGO, GTS, GTT, HIMX, HMHC, IBP, KDP, KHC, KOP, KTB, LAUR, LITE, LKSD, LNG, MGA, MMS, MPAA, MUR, NBEV, NCLH, NGL, NHI, NICE, NOMD, NS, OGE, PCRX, PNW, PQG, PRGO, PRTY, PTE, RDNT, REV, RLGY, SATS, SNH, SUP, TAST, THR, TTI, TW, USPH, VIAB, VIRT, VSTO
• Afternoon: AAXN AIMT AIRG AL ALRM ALTR AMBC APPN AQN ASYS ATVI AVT AXA C CBS CHUY CISN CNDT COLD CUTR CYRX DBX DXC ELY EPAY EQH ESE FGEN FLNT FNKO FSLY FTCH HBM IIIV JAG MAIN MDP MDRX MESA MTW NKTR NNBR NNI NVGS NVRO NWSA OMER OSTK PBYI PCTY PRA PRAA PUMP QDEL QNST RBA ROAD RVLV SEMG SIEN SPPI SSR SSRM SYMC SYNA TERP TPC TRHC TRUE TSE TTD UBER UNIT VRAY VRTU VSAT VSLR WAIR WPM WPRT WTRH XON YELP

Friday (Aug 9) 
Morning: 

• CBM CLNY DPLO ERF HPT SSP TRCO USCR YRCW

Mon Aug 5 a/h

Thur  Aug 8 a/h

-=GW Pharma (GWPH) reported earnings on Tue 26 Feb 19 (a/h)

GW Pharma beats by $0.04, beats on revs

• Reports Q1 (Dec) loss of $0.20 per share, excluding non-recurring items, $0.04 better than the S&P Capital IQ Consensus of ($0.24); revenues rose 67.5% year/year to $6.7 mln vs the $5.35 mln S&P Capital IQ Consensus.

Pipeline progress

• Sativex (nabiximols)
  • FDA meeting in December resulted in regulatory pathway in the U.S. 
    • Initial U.S. target indication: Multiple Sclerosis spasticity 
    • Single Phase 3 pivotal study expect to commence in Q4 2019
  • U.S. development and commercialization rights wholly owned by GW
  • Over 10 placebo-controlled trials already completed in other indications, representing significant U.S. lifecycle management opportunities
• CBDV
  • Initial data from 5 patient expanded access program in patients with seizures and autism presented at American Epilepsy Society Annual Meeting suggest that CBDV is well tolerated and has potential as an AED/behavioral/cognitive medicine in the autism/epilepsy population 
  • Company sponsored IND open for 30-patient open label study in autism -
  • Investigator-led 100 patient placebo-controlled trial in autism spectrum disorder to commence in H1 2019
  • Open label study in Rett syndrome and seizures due to commence H1 2019

Earnings this week : Feb. 25 - March 1, 2019 (wk 9)

Earnings confirmed to report this week:

Monday (Feb 25)

• Morning: PLAN AWI CRI DORM KOS MDR TEN
• Afternoon:  ALSN APLE APTS ATH AWR BWXT CDEV CORT CRZO DDS  DRH ELGX EPR ETSY EVER FBM FRAC FRGI GSM HNI HTZ IMMU JBT KAMN KBR LDL LSI MEDP MOS NGHC NLS OFIX OKE PBPB PEB PLOW PODD QTS RCII RP RRC SHAK SNHY SYKE THC TRTX TWOU XENT

Tuesday (Feb 26)

• Morning:  AMWD ATHM AVNS AZO BCC BLD BMO BNS BPMC CBRL CLVS DISCA DSX FCN HD LGIH LNG M MNK NCI NXST PRFT RHP RLGY SAFM SDRL SERV SFL SJM SPNS SRE SSTK TA TLRA TPH TREE TRI TRXC USCR VCEL VSI WP WYND XHR
• Afternoon:  AAXN ACAD AKCA ARNA AXGN BGS BNFT CERS CGBD CIR CLGX CPE CSGP CW DRQ DVAX ELF ENPH EOG EVH FOXF FRPT FTR GWPH HEI HPR HURN HY ICFI IMAX IMMR INGN INN INSP JAZZ JBGS MASI MED MELI MGRC MMSI MTDR MYL NBR OAS ORA OUT PANW PEN PLNT PSA PUMP PZZA RRD RRGB RTRX SE SUPN SYX TIVO TNDM TOL VEEV WLL WMGI WTTR WTW

Wednesday (Feb 27)

• Morning:  AES AMRN AMT ANIP BBY CHK CLH CPB DF DNR DOC DY EYE FTDR GCP GTE HMLP HPT HZNP IONS LIVN LOW LXP MDCO MGPI MIDD NEWM NOVT OCN ODP PEG PGTI PNM RDC SBGI SHOO TAST TJX UTHR WAAS 
• Afternoon:  AEGN ALEX AMED ANSS APA ATSG AYX BEL BGNE BILI BKNG BOLD BOX CABO CCRN CHDN COLL CRC CVNA CWK DAR ECPG ERI ESTC ESV FG FIT FOE FTAI FTSI GEF GKOS HGV HHC HPQ ITRI KRA KW LADR LB LHCG MNST NNI ORBC PDCE PK PRAH PRGO PRSC QRTE.A SEMG SJI SOI SQ SRI SRPT STAY SWX TDOC TPC TROX TWNK UHS WIFI WING WTI XLRN

Thursday (Feb 28)

• Morning: AAON ABB ACIW AKRX AMCX AMRX BCPC BID BMCH BPMP BUD CARS CM CMD CNP CRAI CROX CWEN CWT DAVA DEA EGRX ENDP EXLS FOLD FRO FSS GOLF GTN GTS GTT HMHC HRI IBP ICPT IRDM JCP JD KDP LAUR LKQ MGLN MYE NLSN NOMD NRG OPI OXSQ PCRX PDCO PRIM PRTY SEAS SPAR STWD SYNH TD TRS TTI VAC VRTV VST
• Afternoon:  DDD ACHC AIMT ALRM AQN ALTR AMBC AMC APPF AGO ATRC ADSK EQH BIO BLDR CARG CSLT CISN SCOR DELL DCO EIX EDIT FTCH FNKO GCAP GPS GSBD HABT ICUI XON JAG KTOS LYV MAIN MAR MTZ MAXR MBI NKTR NPTN JWN NTNX PLYA PRAA PTCT PBYI PSTG KWR RDUS RBA RLJ SGMO SRG SWN SPPI SPLK SRCL RUN TRHC TCMD TERP TPIC UPWK VMW WDAY ZIXI ZGNX ZS WUBA 

Friday (March 1)

• Morning:  ASTE CLNY CORE XRAY EBIX FL KOP NWN PEGI PTLA SSP SNH STRA TGNA TRCO 

******

• Monday: December Wholesale Inventories (Briefing.com consensus 0.4%; prior 0.3%) at 10:00 ET; $40 bln 2-yr Treasury note auction results at 11:30 ET; and $41 bln 5-yr Treasury note auction results at 13:00 ET
• Tuesday: December S&P Case-Shiller Home Price Index (Briefing.com consensus 4.5%; prior 4.7%) at 8:00 ET; December Housing Starts (Briefing.com consensus 1254K; prior 1256K) and Building Permits (Briefing.com consensus 1290K; prior 1328K) at 8:30 ET; December FHFA Housing Price Index (prior 0.4%) at 9:00 ET; February Consumer Confidence (Briefing.com consensus 125.0; prior 120.2) at 10:00 ET; and $32 bln 7-yr Treasury note auction results at 13:00 ET
• Wednesday: Weekly MBA Mortgage Index (prior 3.6%) at 7:00 ET; January Advance Intl. Trade in Goods; Advance Retail Inventories; and Advance Wholesale Inventories at 8:30 ET; December Factory Orders (Briefing.com consensus 1.0%; prior -0.6%), Fed Chair Powell Semi-Annual Monetary Policy Testimony, and January Pending Home Sales (Briefing.com consensus -0.4%; prior -2.2%) at 10:00 ET; and Weekly EIA Crude Oil Inventories (prior +3.7M) at 10:30 ET
• Thursday: Q4 GDP - Advance (Briefing.com consensus 2.3%; prior 3.4%), Q4 GDP Deflator - Advance (Briefing.com consensus 1.7%; prior 1.8%), weekly Initial Claims (Briefing.com consensus 221K; prior 216K), and Continuing Claims (prior 1725K) at 8:30 ET; February Chicago PMI (Briefing.com consensus 57.5; prior 56.7) at 9:45 ET; and weekly EIA Natural Gas Inventories (prior -177 bcf) at 10:30 ET
• Friday: December Personal Income (Briefing.com consensus 0.3%; prior 0.2%), Personal Spending (Briefing.com consensus -0.2%; prior 0.4%), and January Personal Income (Briefing.com consensus 0.3%) at 8:30 ET; February ISM Manufacturing Index (Briefing.com consensus 56.0; prior 56.6), and Final February Michigan Consumer Sentiment (Briefing.com consensus 95.6; prior 95.5) at 10:00 ET

Zogenix (ZGNX) : positive results for the treatment of Dravet syndrome

• 9/27:  #15;  vol.  900K

Zogenix reports positive top-line results from its first Phase 3 trial for its investigational drug, ZX008 for the treatment of Dravet syndrome; trial met its primary endpoint

"Dravet syndrome is a rare, but catastrophic form of epilepsy that can be devastating for patients and their families," said Joseph Sullivan M.D., director of the Pediatric Epilepsy Center in UCSF Benioff Children's Hospital San Francisco, and Principal Investigator of Study 1 in the U.S. "These results are truly exciting and demonstrate, in a large multicenter controlled trial, the impressive efficacy of low-dose fenfluramine for patients with Dravet syndrome. If approved, ZX008 could play an important role in treating this devastating condition."

• The trial met its primary objective of demonstrating that ZX008, at a dose of 0.8 mg/kg/day, is superior to placebo as adjunctive therapy in the treatment of Dravet syndrome in children and young adults based on change in the frequency of convulsive seizures between the 6-week baseline observation period and the 14-week treatment period. ZX008 0.8 mg/kg/day also demonstrated statistically significant improvements versus placebo in all key secondary measures, including the proportion of patients with clinically meaningful reductions in seizure frequency and longest seizure-free interval. The same analyses comparing a 0.2 mg/kg/day ZX008 dose versus placebo also demonstrated statistically significant improvement compared with placebo.
  
• A key secondary endpoint was the same analysis for a comparison of ZX008 0.2 mg/kg/day and placebo. Patients taking ZX008 0.2 mg/kg/day achieved a reduction in mean monthly convulsive seizures of 33.7% compared to placebo (p=0.019). Collectively, these top-line data suggest a dose-response relationship for ZX008 in the adjunctive treatment of convulsive seizures in Dravet syndrome.

** charts before  **

 

** daily **

** monthly **

*****

GW Pharma (GWPH) down 10% after competitor Zogenix (ZGNX) reported positive Phase 3 data for Dravet syndrome (severe myoclonic epilepsy of infancy)

• In August, GWPH said its NDA rolling submission for Dravet and LGS epilepsy indications was under way.

 

GW Pharmaceuticals plc (GWPH) reported earnings on Tue 7 Feb 2017 (b/o)

** charts after earnings **

  

GW Pharma Posts Narrower-than-Expected Loss in Q1; Sales Beat

Wiltshire, UK-based GW Pharmaceuticals plc GWPH is a biopharmaceutical company focused on the discovery, development and commercialization of novel therapeutics from its proprietary cannabinoid product platform across a broad range of disease areas. The company’s key growth driver, Sativex, is approved outside the U.S. for the treatment of spasticity due to multiple sclerosis.

GW Pharma has made significant progress with its lead cannabinoid pipeline candidate, Epidiolex. Apart from Epidiolex, GW Pharma has a deep pipeline of additional cannabinoid-based candidates targeting indications like autism spectrum disorders, glioma, schizophrenia and type II diabetes.

In this scenario, investor focus remains on pipeline updates apart from the usual top-and bottom-line numbers.

GW Pharma has an impressive track record so far. In fact, in the four trailing quarters, the company has surpassed estimates every time, with an average positive surprise of 42.03%.

We have highlighted some of the key stats from this just-revealed announcement below:

Earnings: GW Pharma reported narrower-than-expected loss in the first quarter of fiscal 2017. Our consensus called for a loss of $1.35 per share and the company reported a loss of 77 cents.

Revenues: Revenues also surpassed expectations. GW Pharma posted revenues of $2.54 million, compared to our consensus estimate of $2 million.

Key Stats: GW Pharma announced positive phase II placebo-controlled data in recurrent glioblastoma multiforme for cannabinoid.

GW Pharma expects to file for an FDA approval of Epidiolex for both Dravet syndrome and LGS in the mid 2017. Moreover, the company plans to seek EU approval for Epidiolex in the second half of fiscal 2017. The company has already started pre-launch commercialization activities for Epidiolex in the U.S. and Europe.

Long trade : GWPH +20% (9/16)

  

Long trade : GWPH +25% (9/16)

GW Pharmaceuticals (GWPH) is up on more than double normal volume amidst rumors that it is working with an investment bank after unnamed companies contacted it about a possible transaction.

The company's lead product candidate is Phase 3-stage Epidiolex (cannabidiol) in development for the treatment of certain kinds of epilepsy, infantile spasms and tuberous sclerosis complex. A U.S. marketing application is on tap for H1 2017 for Lennox-Gastaut syndrome and Dravet syndrome, two forms of childhood epilepsy.

Fellow cannabidiol developers Insys Therapeutics (INSY) and Zynerba Pharmaceuticals (ZYNE) are also up. Insys' candidate is in development for the treatment of cocaine dependence. Zynerba's (ZYN002) is a topical gel formulation for the potential treatment of knee pain due to arthritis and Fragile X syndrome.