reports
Snap Inc: 1 director
A director at Snap Inc sold 26,682 shares at 15.717USD and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...
Savara Announces New Employment Inducement Grant
AUSTIN, Texas--(BUSINESS WIRE)-- (Nasdaq: SVRA), a clinical stage biopharmaceutical company focused on rare respiratory diseases, today announced the grant of inducement awards to a new employee. On May 14, 2024, the Compensation Committee of Savara's Board of Directors granted the inducement awards to a new employee who recently joined the Company. The inducement awards consist of options to purchase 15,000 shares of the Company’s common stock and restricted stock units (RSUs) covering 2,500 shares of the Company’s common stock. These equity awards were granted under the Savara Inc. 2021 I...
Savara Reports First Quarter 2024 Financial Results and Provides Busin...
LANGHORNE, Pa.--(BUSINESS WIRE)-- (Nasdaq: SVRA) (the Company), a clinical stage biopharmaceutical company focused on rare respiratory diseases, reported financial results for the first quarter ending March 31, 2024 and provided a business update. “The IMPALA-2 trial remains on-track and we look forward to reporting top line results by the end of the second quarter,” said Matt Pauls, Chair and CEO, Savara. “Following that, and assuming positive data, we expect to file a BLA in the first half of 2025. Importantly, with $143 million in cash and investments, we believe we are capitalized into ...
Savara to Present at the Citizens JMP Life Sciences Conference
LANGHORNE, Pa.--(BUSINESS WIRE)-- (Nasdaq: SVRA), a clinical stage biopharmaceutical company focused on rare respiratory diseases, today announced that its management team will participate in a fireside chat at the Citizens JMP Life Science Conference on May 14, 2024 at 6:00am PT/9:00am ET. A live webcast of the fireside chat will be available on Savara’s website at and will be archived for 90 days. About Savara Savara is a clinical stage biopharmaceutical company focused on rare respiratory diseases. Our lead program, molgramostim nebulizer solution, is an inhaled granulocyte-macrophage...
- Dan Salmon
Snap Inc. (SNAP, Buy, raising target to $18 from $17) The roadmap for...
In this report, we briefly review six current drivers of SNAP’s direct response (DR) ad revenue growth, and five that could potentially contribute more in 2024. We also preview SNAP’s NewFront presentation tomorrow night, and update our model for last week’s earnings results, which result in our target increasing to $18 from $17 due to higher estimates and a higher target valuation.
- Dan Salmon
Snap Inc. (SNAP, Buy, $17 target) Everything works for the ad business
What’s New: In this first take following tonight’s results, we touch on: 1. Broad-based ad growth, and 85% SMB advertiser growth sticks out 2. Engagement metrics hold steady, keeping the biggest risk to the stock at bay 3. Snapchat+ now at 9M subscribers, nicely ahead of our 8.6M estimate for 1Q24 4. My AI and generative AI features lightly highlighted 5. 2024 non-GAAP expense guidance also given for the first time. 6. Timely share repurchases continue as SNAP better manages the share count
- Dan Salmon
Snap Inc. (SNAP, Buy, raising target to $17 from $16) Quick Thoughts A...
What’s New: Ahead of Thursday PM’s earnings report, we review key controversies for SNAP, including: 1. Traction of SNAP’s direct response ad tech changes, and the trajectory of ad revenue growth. 2. Engagement levels in the North America, where deterioration is the most important risk this quarter. Also: can Global DAU growth hold +10%? 3. Flow through of the 10% headcount reduction in 1Q24, both on adjusted EBITDA margins and stock-based compensation. 4. We check in on SNAP’s non-advertising r...
Savara to Present New Data on Autoimmune Pulmonary Alveolar Proteinosi...
LANGHORNE, Pa.--(BUSINESS WIRE)-- (Nasdaq: SVRA) (the Company), a clinical stage biopharmaceutical company focused on rare respiratory diseases, today announced the acceptance of two abstracts for poster presentation at the American Thoracic Society (ATS) 2024 International Conference, taking place May 17-22, 2024, in San Diego, CA. “We look forward to seeing data presented at ATS on the significant healthcare burden facing aPAP patients, challenges for diagnosis, and the development of a novel laboratory-based autoantibody blood test that can provide a definitive diagnosis of aPAP,” said M...
- Blair Levin
Savara Announces New Employment Inducement Grant
AUSTIN, Texas--(BUSINESS WIRE)-- (Nasdaq: SVRA), a clinical stage biopharmaceutical company focused on rare respiratory diseases, today announced the grant of inducement awards to two new employees. On March 21, 2024, Savara's Board of Directors granted the inducement awards to two new employees who recently joined the Company. The inducement awards consist of options to purchase an aggregate of 125,000 shares of the Company’s common stock and restricted stock units (RSUs) covering an aggregate of 70,000 shares of the Company’s common stock. These equity awards were granted under the Savara...
- Blair Levin
NSR Tech Policy: TikTok Legislative Update
Last week, in the midst of a flurry of news about legislative activity about a TikTok divestiture/ban, we published a note on the issue and then held a call with a former Senate staffer on the prospects for the legislation in the Senate and the Courts. In this note, we summarize our key points from the call, and update our analysis based on the call and subsequent news.
- Blair Levin
Savara Reports Fourth Quarter/Year-End 2023 Financial Results and Prov...
LANGHORNE, Pa.--(BUSINESS WIRE)-- (Nasdaq: SVRA) (the Company), a clinical stage biopharmaceutical company focused on rare respiratory diseases, reported financial results for the fourth quarter and full year ending December 31, 2023 and provided a business update. “We look forward to reporting IMPALA-2 top line results at the end of the second quarter and, assuming positive data, anticipate filing the BLA in the first half of 2025,” said Matt Pauls, Chair and CEO, Savara. “2023 was a year of strong execution that included the on-time, over-enrollment of the Phase 3 IMPALA-2 trial and an an...
Savara to Present at the Barclays 26th Annual Global Healthcare Confer...
LANGHORNE, Pa.--(BUSINESS WIRE)-- (Nasdaq: SVRA), a clinical stage biopharmaceutical company focused on rare respiratory diseases, today announced that its management team will participate in a fireside chat at the Barclays 26th Annual Global Healthcare Conference on March 14, 2024 at 5:00am PT/8:00am ET. A live webcast of the fireside chat will be available on Savara’s website at and will be archived for 90 days. About Savara Savara is a clinical stage biopharmaceutical company focused on rare respiratory diseases. Our lead program, molgramostim nebulizer solution, is an inhaled granulocy...
- Blair Levin
NSR Policy Quick Take: States likely lose social media case at SCOTUS,...
The Supreme Court yesterday heard arguments on a case involving laws from Texas and Florida that would classify large social media platforms as common carriers and impose “must-carry” provisions on the platforms. We previewed the arguments and the implications of potential decisions yesterday. Here, we quickly summarize our take-aways from the argument.
- Blair Levin
- Dan Salmon
A Quick Review of Super Bowl Tactics GOOGL/YouTube and SNAP stand out
CBS/Paramount+ will broadcast today’s game, and many tech companies will be buyers of PARA’s advertising during it, with even more leveraging its massive audience with complimentary advertising, streaming and eCommerce opportunities. In this brief “pregame” note, we review strategies for GOOGL/YouTube, SNAP, AMZN, MSFT and others, including links to many of the in-game spots, and ad products being pushed to advertisers to augment in-game buys or on a standalone basis.
- Dan Salmon
Snap (Buy, target decreases to $16 from $20) 10K Data Points & 4Q23 M...
We lower our target price from $20 to $16 owing to lower estimates, partially offset by a lower 10-year rate in our DCF. We also had a chance to review the 10K and include a summary of key data points, including declines in U.S. revenue and SNAP's advertising spend.
- Dan Salmon
Snap Inc. (SNAP, Buy, $20 target) Quick Thoughts Ahead of the Call
What’s New: In this brief note we touch on: 1. What to listen for on the call 2. 4Q23 results in-line with guidance, 1Q24 guidance below NSR, in-line with consensus 3. DAUs growth remains strong, North America time spent flat y/y 4. Latest on Snapchat+ 5. Latest on My AI 6. Latest on AR 7. Infrastructure per DAU 8. Free Cash Flow, Buybacks and Balance Sheet
- Dan Salmon
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