Report
Jonathan Moreland
EUR 9.38 For Business Accounts Only

InsiderInsights Weekly Report: July 23, 2022

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process
Underlyings
89Bio

89Bio operates as a clinical-stage biopharmaceutical company. The company focuses on developing therapies and drugs for treatments of patients living with nonalcoholic steatohepatitis (NASH) and other liver and metabolic disorders. The company serves customers in the United States and Israel.

Airbnb Inc. Class A

Allogene Therapeutics

Allogene Therapeutics is a clinical stage immuno-oncology company focused on the development and commercialization of genetically engineered allogeneic T cell therapies for the treatment of cancer. Several of the company's key product candidates, including UCART19, ALLO-501 and ALLO-501A, are engineered allogeneic CAR T cell therapies that target CD19, a protein expressed on the cell surface of B cells and a validated target for B cell driven hematological malignancies. The company is developing an anti-CD52 monoclonal antibody, ALLO-647, which is designed to be used prior to infusing its other product candidates as part of the lymphodepletion regimen.

American Well

ANNEXIN PHARMACEUTICALS AB

Annexin Pharmaceuticals AB (publ) is a Sweden-based biotechnology company. Its main product is ANXV, a human recombinant protein Annexin A5, for emergency treatment of patients with cardiovascular disease with blood vessel damages and inflammation. ANXV has the ability to protect and repair the blood vessels, as well as counteract the inflammation. In addition, the Company has a comprehensive patent portfolio for the treatment of diseases that occur because of damage and blood vessel inflammation. The production process is patented. The Company maintains a cell line for manufacture of Annexin A5. The Company's main shareholders are Mikael Loenn, Frostskog AB, Medirista AB and Colinex Capital AB.

Audiovox Corporation

Bed Bath & Beyond Inc.

Bed, Bath & Beyond is an omnichannel retailer providing products, services and solutions for the home and life events. The company operates an ecommerce platform consisting of various websites and applications, including bedbathandbeyond.com, bedbathandbeyond.ca, harmondiscount.com, and facevalues.com. The company sells an assortment of domestics merchandise and home furnishings. Domestics merchandise includes categories such as bed linens and related items, bath items and kitchen textiles. Home furnishings include categories such as kitchen and tabletop items, fine tabletop, basic housewares, general home furnishings (including furniture and wall decor), consumables and certain juvenile products.

Bolt Biotherapeutics

Byrna Technologies Inc

CalAmp Corp.

CalAmp is a telematics solutions provider. The company's software applications, cloud services, and intelligent devices collect and assess data including industrial machines, commercial and passenger vehicles, their drivers and contents. The company operates under two reportable segments: Telematics Systems, which provide a series of telematics and stolen vehicle recovery products for the connected vehicle and emerging Internet of Machines marketplace; and Software and Subscription Services, which provide cloud-based application enablement and telematics service platforms that facilitate integration of its own applications, as well as those of third parties, through open Application Programming Interfaces.

Capital Bancorp

Capital Bancorp is a bank holding company. Through its subsidiary, Capital Bank, N.A. (the Bank), the company is principally engaged in the business of investing in commercial, real estate, and credit card loans and accepting deposits in Rockville, Columbia and North Bethesda, MD, Reston, VA, and the District of Columbia. The Bank operates three divisions: Commercial Banking, which provides commercial and industrial, commercial real estate and construction lending solutions; Church Street Mortgage, which originates conventional and government-guaranteed residential mortgage loans; and OpenSky?, which provides credit cards to under-banked populations and those looking to rebuild their credit scores.

Cara Therapeutics Inc

Cara Therapeutics is a clinical-stage biopharmaceutical company focused on developing and commercializing new chemical entities with a primary focus on pruritus as well as pain by selectively targeting peripheral kappa opioid receptors. The company is developing a proprietary class of product candidates, led by KORSUVA (CR845/difelikefalin), a kappa opioid receptor agonist that targets the body's peripheral nervous system, as well as certain immune cells. The company's primary product candidate, CR845/difelikefalin, is a chemical entity, which is designed to selectively stimulate kappa, rather than mu, and delta opioid receptors outside of the CNS.

ClearSign Technologies Corp

ClearSign Technologies designs and develops technologies for the purpose of improving performance characteristics of combustion systems, including emission and operational performance. The company's patented Duplex? technology improves the performance of combustion systems in a range of markets, including the energy (upstream oil production and down-stream refining), institutional commercial and industrial boiler, chemical, and petrochemical industries. The company's Duplex technology uses a porous ceramic matrix at a distance to a burner to reduce flame length and achieve low emissions without the need for external flue gas recirculation, selective catalytic reduction, or excess air systems.

Comtech Telecommunications Corp.

Comtech Telecommunications is a provider of communications solutions for both commercial and government customers. The company's reportable operating segments include: Commercial Solutions, which provides satellite ground station technologies (such as modems and amplifiers) and public safety and location technologies (such as 911 call routing and mapping solutions); and Government Solutions, which provides technologies (such as tactical satellite-based networks and ongoing support for communication networks) and transmission technologies (such as troposcatter systems and solid-state amplifiers) to government end-users, international customers and domestic prime contractors.

COURSERA INC

Delta Air Lines Inc.

Delta Air Lines provides scheduled air transportation for passengers and cargo. The company serves the Transatlantic, Transpacific and Latin America markets directly on the company and through joint ventures with airline partners. Internationally, the company has hubs and market presence in Amsterdam, London-Heathrow, Mexico City, Paris-Charles de Gaulle and Seoul-Incheon. These arrangements are commercial joint ventures that include joint sales and marketing coordination, co-location of airport facilities and other commercial cooperation arrangements. The company has other businesses arising from its airline operations, including providing maintenance and engineering support for its regional aircraft.

Energy Transfer L.P.

Energy Transfer is a holding company. Through its subsidiaries, the company is engaged in natural gas operations, including natural gas midstream and intrastate transportation and storage and interstate natural gas transportation and storage, and crude oil, natural gas liquid (NGL) and refined products transportation, terminalling services and acquisition and marketing activities. In addition, the company owns investments in other businesses. The company's segments include: intrastate transportation and storage; interstate transportation and storage; midstream; NGL and refined products transportation and services; crude oil transportation and services; investment in Sunoco LP; investment in USAC; and all other.

Enzo Biochem Inc.

Enzo Biochem is a diagnostics, clinical lab, and life sciences company. The company's segments include: Enzo Clinical Lab, which is a clinical reference laboratory providing a range of clinical services to physicians, medical centers, other clinical labs and pharmaceutical companies; Enzo Life Sciences, which manufactures, develops and markets products and tools for clinical research, drug development and bioscience research customers worldwide; and Enzo Therapeutics, which is a biopharmaceutical venture that has developed multiple approaches in the areas of gastrointestinal, infectious, ophthalmic and metabolic diseases, a number of which are derived from the work of Enzo Life Sciences.

EPIX PHARMACEUTICALS

Gossamer Bio

Gossamer Bio is a clinical-stage biopharmaceutical company focused on discovering, acquiring, developing and commercializing therapeutics in immunology, inflammation and oncology. The company has four clinical-stage product candidates: GB001 (Prostaglandin D2 receptor 2 Antagonist), which is for the treatment of moderate-to-severe eosinophilic asthma and other allergic conditions; GB002 (Platelet-derived growth factor Receptor Kinase Inhibitor), which is for the treatment of pulmonary arterial hypertension; GB004 (Hypoxia inducible factor-1a Stabilizer), which is for the treatment of inflammatory bowel disease; and GB1275 (CD11b Modulator), which is for the treatment of oncology indications.

Heritage Insurance Holdings Inc.

Heritage Insurance Holdings is a property and casualty insurance holding company. Through its subsidiaries, the company writes personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in Alabama, Connecticut, Florida, Georgia, Hawaii, Massachusetts, New Jersey, New York, North Carolina, Rhode Island and South Carolina. The company also provides commercial residential insurance for Florida properties and is also licensed in Maryland, Mississippi, Pennsylvania, and Virginia. The company controls or manages substantially all aspects of insurance underwriting, customer service, actuarial analysis, distribution and claims processing and adjusting.

HighPeak Energy Inc (A)

INNOVATIVE ACQUISITIONS CORP

Ionis Pharmaceuticals Inc.

Ionis Pharmaceuticals is engaged in discovering and developing RNA-targeted therapeutics. The company has two commercial medicines, SPINRAZA and TEGSEDI. SPINRAZA (nusinersen) injection for intrathecal use is a survival motor neuron-2, directed antisense oligonucleotide indicated for the treatment of spinal muscular atrophy in pediatric and adult patients. TEGSEDI (inotersen) injection is a Generation 2+ antisense medicine and an approved subcutaneous RNA-targeting medicine designed to treat people with polyneuropathy caused by hereditary transthyretin amyloidosis.

LifeStance Health Group, Inc.

loanDepot

Lockheed Martin Corporation

Lockheed Martin is a security and aerospace company. The company has four segments: Aeronautics, which is engaged in the research, design, development, manufacture, integration, sustainment, support and upgrade of military aircraft; Missiles and Fire Control, which provides air and missile defense systems, logistics, fire control systems, and mission operations support; Rotary and Mission Systems, which provides design, manufacture, service and support for military and commercial helicopters, radar systems, and simulation and training services; Space, which researches, designs, develops, engineers and produces satellites, space transportation systems, and strategic, strike, and defensive systems.

Medpace Holdings Inc.

Medpace Holdings is a holding company. Through its subsidiaries, the company is a clinical contract research organization focused on providing scientifically-driven outsourced clinical development services to the biotechnology, pharmaceutical and medical device industries. The company provides a range of services supporting the clinical development process from Phase I to Phase IV. The company provides these services across a range of therapeutic areas. The company's line of clinical development services includes, but is not limited to, study start-up, patient recruitment and retention, clinical monitoring, risk-based monitoring, medical writing, data management, pharmacovigilance, and molecular and genetic testing.

MISTER CAR WASH INC

MiX TELEMATICS ADR

NexPoint Real Estate Finance, Inc.

NextEra Energy, Inc.

Noodles & Company

Noodles & Company is a restaurant concept providing lunch and dinner within the restaurant industry. The company's menu includes a variety of cooked-to-order dishes, including noodles and pasta, soups, salads and appetizers. The company's menu allows customers to customize their meals to meet their tastes and nutritional preferences with its selection of vegetables and proteins. The company's better-for-you platform with the launch of zucchini noodles provide a low-carb, low-calorie option for its customers that can be substituted into any of its dishes such as its Zucchini Spicy Peanut Saute.

Poshmark

QUOTIENT LTD

Relay Therapeutics

Reliance Steel & Aluminum Co.

Reliance Steel & Aluminum is a metals service center company. The company provides metals processing services and distributes a line of metal products, including alloy, aluminum, brass, copper, carbon steel, stainless steel, titanium and specialty steel products, to its customers in a range of industries, including general manufacturing, non-residential construction (including infrastructure), transportation (rail, truck trailer and shipbuilding), aerospace and defense, energy (oil and gas), electronics and semiconductor fabrication, and heavy industry (agricultural, construction and mining equipment). The company also services the auto industry, primarily through its toll processing operations.

REWALK ROBOTICS LTD

SeaChange International Inc.

SeaChange International is engaged in the delivery of multiscreen, advertising and over the top video management solutions. The company's software products and services facilitate the aggregation, licensing, management and distribution of video and advertising content for service providers, telecommunications companies, satellite operators and broadcasters. The company sells its software products and services to service providers including: operators, telecommunications companies, satellite operators, and broadcasters. The company's business is focused on these product areas: video platform, content management, advertising and user experience. The company provides other services, maintenance and support for its products.

SeaSpine Holdings Corp.

SeaSpine Holdings is a medical technology company focused on the design, development and commercialization of surgical solutions for the treatment of patients with spinal disorders. The company's products include: orthobiologics, which include particulate and fibers-based demineralized bone matrices, collagen ceramic matrices, demineralized cancellous allograft bone and synthetic bone void fillers; and spinal implants, which consist of a line of products for spinal decompression, alignment, and stabilization. The company's development pipeline consists of modular minimally invasive surgery, additional applications for its NanoMetalene technology, and extensions of its orthobiologics product offerings.

Silverbow Resources

SilverBow Resources is an independent oil and gas company engaged in the exploration, development, acquisition, and operation of oil and gas properties, with a focus on oil and natural gas reserves in the Eagle Ford trend in Texas.

SONIM TECHNOLOGIES INC

Stitch Fix Class A

Stitch Fix provides apparel, shoes, and accessories across categories, brands, product types, and price points. The company serves its clients in the following categories: Women's, Petite, Maternity, Men's, Plus, and Kids. The company carries a mix of third-party branded merchandise, including brands, and its own Exclusive Brands. The company also provides a variety of product types, including denim, dresses, blouses, skirts, shoes, jewelry, and handbags. The company combines data science and human judgment to deliver one-to-one personalization to its clients at scale. The company helps its clients discover and buy what they love through data-driven, personalized, hand-selected shipments of apparel, shoes, and accessories.

Superior Industries International Inc.

Superior Industries International is engaged in the design and manufacture of aluminum wheels for sale to original equipment manufacturers (OEMs) in North America and Europe and aftermarket distributors in Europe. The company's OEM aluminum wheels are primarily sold for factory installation on vehicle models manufactured by BMW (including Mini), Daimler AG Company (Mercedes-Benz, AMG, Smart), FCA, Ford, GM, Honda, Jaguar-Land Rover, Mazda, Nissan, PSA, Renault, Subaru, Suzuki, Toyota, VW Group (Volkswagen, Audi, SEAT, Skoda, Porsche, Bentley) and Volvo. The company also sells aluminum wheels to the European aftermarket under the brands ATS, RIAL, ALUTEC and ANZIO.

Thor Industries Inc.

Thor Industries is a manufacturer of recreational vehicles. The company has three segments: North American Towable Recreational Vehicles, which consists of: Airstream (towable), Heartland (including Bison, Cruiser RV and DRV), Jayco (including Jayco towable, Starcraft and Highland Ridge), Keystone (including CrossRoads and Dutchmen) and KZ (including Venture RV); North American Motorized Recreational Vehicle, which consists of: Airstream (motorized), Jayco (including Jayco motorized and Entegra Coach) and Thor Motor Coach; and European Recreational Vehicles, which consists of the Erwin Hymer Group business.

TITAN PHARMACEUTICALS INC

TRACON PHARMACEUTICALS

TRACON Pharmaceuticals is a biopharmaceutical company focused on the development and commercialization of targeted therapeutics for cancer and wet age-related macular degeneration. The company is developing its primary product candidate, TRC105 (carotuximab), an endoglin antibody, for the treatment of multiple solid tumor types in combination with inhibitors of the vascular endothelial growth factor pathway, or in combination with inhibitors of the programmed cell death protein 1 pathway. The company's second clinical stage product oncology candidate is TRC102, a small molecule being developed for the treatment of lung cancer and mesothelioma.

Tricida

Tricida is a pharmaceutical company focused on the development and commercialization of its drug candidate, TRC101 (veverimer), a non-absorbed, orally-administered polymer designed to treat metabolic acidosis by binding and removing acid from the gastrointestinal tract.

Verrica Pharmaceuticals

Verrica Pharmaceuticals is a dermatology therapeutics company focused on the development and commercialization of treatments for people living with skin diseases. The company's primary product candidate, VP-102, is a proprietary drug-device combination of its topical solution of cantharidin, a naturally sourced agent to treat topical dermatological conditions, administered through its single-use precision applicator. The company is initially developing VP-102 for the treatment of molluscum contagiosum, or molluscum, a highly contagious and primarily pediatric viral skin disease, and common warts. In addition, the company is also developing VP-102 for the treatment of external genital warts.

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Analysts
Jonathan Moreland

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