reports
Salesforce Inc: 1 director
Two Directors at Salesforce Inc sold 15,027 shares at between 0.000USD and 275.074USD. The significance rating of the trade was 67/100. 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 l...
FDA Grants Full Approval for TIVDAK® to Treat Recurrent or Metastatic ...
NEW YORK & COPENHAGEN, Denmark--(BUSINESS WIRE)-- (NYSE: PFE) and (Nasdaq: GMAB) today announced the U.S. Food and Drug Administration (FDA) approves the supplemental Biologics License Application (sBLA) granting full approval for TIVDAK® (tisotumab vedotin-tftv) for the treatment of patients with recurrent or metastatic cervical cancer with disease progression on or after chemotherapy. "Recurrent or metastatic cervical cancer is a particularly devastating and mostly incurable disease, and patients are in need of survival-extending treatment options,” said Chris Boshoff, M.D., Ph.D., Chief...
- Blair Levin
NSR Policy: The Interconnections of ACP, Spectrum, Title II, and the S...
In this weekend update, we reconsider our initial takes on several events last week and how they could be affected by events this week. Specifically, we look at the interplay of the FCC’s Title II Order, the Second Circuit opinion upholding New York State’s mandate for ISPs to offer low-income households a low-cost broadband offering, Senator Cantwell’s draft spectrum bill, and how all are affected by the end of ACP funding in the next few weeks.
Pfizer Highlights Progress in Accelerating Breakthrough Cancer Medicin...
NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (NYSE: PFE) highlights its progress in advancing new potential standards of care in Oncology at the 2024 American Society of Clinical Oncology (ASCO®) Annual Meeting, taking place May 31 to June 4 in Chicago. More than 50 abstracts, including 11 oral presentations, will be presented from Pfizer’s broadened portfolio of approved and pipeline therapies across the company’s key tumor areas and core scientific modalities, including small molecules, antibody-drug conjugates (ADCs) and bispecific antibodies. “We are excited to participate in our first ASCO A...
- Jonathan Chaplin
Charter Model Update
This note focuses mostly on model changes. Please see separate notes reviewing results and on thoughts following the earnings call. We lowered broadband adds, revenue and EBITDA. We also expect leverage to approach 4.25x by the end of the year. This likely rules out further repurchases this year, unless EBITDA is stronger than we expect. No change to thesis, though we expect Broadband stocks to be challenged for at least next few quarters. Price target is $431 (+69%).
- Jonathan Chaplin
CHTR: quick thoughts following the call
What's new: in this note we cover the change to leverage and what it means for management’s confidence in the business, our evolving thoughts on broadband market growth, our outlook for 2Q24 for broadband adds, ARPU, and EBITDA, and thoughts on long-term pricing strategy.
- Jonathan Chaplin
CHTR 1Q24 Quick Take: Financial results in-line; subscribers soft
What's new: Revenue and EBITDA in-line; FCF low due to working capital drag (timing); subscriber metrics worse than expected. Leverage down very slightly, as expected. Investors will be very focused on what management says about leverage targets on the call. We don’t have a lot to add on results, at this stage. We touch briefly on the following: Broadband market growth Charter's broadband growth Broadband ARPU growth EBITDA growth FCF and Leverage Lumos overhang
U.S. FDA Approves Pfizer’s BEQVEZ™ (fidanacogene elaparvovec-dzkt), a ...
NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (NYSE: PFE) announced today that the U.S. Food and Drug Administration (FDA) has approved BEQVEZ™ (fidanacogene elaparvovec-dzkt) for the treatment of adults with moderate to severe hemophilia B who currently use factor IX (FIX) prophylaxis therapy, or have current or historical life-threatening hemorrhage, or have repeated, serious spontaneous bleeding episodes, and do not have neutralizing antibodies to adeno-associated virus serotype Rh74var (AAVRh74var) capsid as detected by an FDA-approved test. BEQVEZ is a one-time treatment that is designed to ena...
ExxonMobil Announces First-Quarter 2024 Results
SPRING, Texas--(BUSINESS WIRE)-- Exxon Mobil Corporation (NYSE:XOM): Results Summary Dollars in millions (except per share data) 1Q24 4Q23 Change vs 4Q23 1Q23 Change vs 1Q23 Earnings (U.S. GAAP) 8,220 7,630 +590 11,430 -3,210 Earnings Excluding Identified Items (non-GAAP) 8,220 9,963 -1,743 11,618 -3,398 ...
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Danaher Corp: 2 directors
Two Directors at Danaher Corp sold/sold after exercising options 51,175 shares at between 249.215USD and 250.010USD. The significance rating of the trade was 75/100. 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 ...
- Pierre FerraguÊ
Pfizer Declares Second-Quarter 2024 Dividend
NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (NYSE: PFE) today announced that its board of directors declared a $0.42 second-quarter 2024 dividend on the company’s common stock, payable June 14, 2024, to holders of the Common Stock of record at the close of business on May 10, 2024. The second-quarter 2024 cash dividend will be the 342nd consecutive quarterly dividend paid by Pfizer. About Pfizer: Breakthroughs That Change Patients’ Lives At Pfizer, we apply science and our global resources to bring therapies to people that extend and significantly improve their lives. We strive to set the stan...
European Commission Approves Pfizer’s EMBLAVEO® for Patients with Mult...
NEW YORK--(BUSINESS WIRE)-- . (NYSE: PFE) today announced that the European Commission (EC) has granted marketing authorization for EMBLAVEO® (aztreonam-avibactam) for the treatment of adult patients with complicated intra-abdominal infections (cIAI), hospital-acquired pneumonia (HAP), including ventilator-associated pneumonia (VAP), and complicated urinary tract infections (cUTI), including pyelonephritis. It is also indicated for the treatment of infections due to aerobic Gram-negative organisms in adult patients with limited treatment options. “For healthcare teams treating patients with ...
Skyworks Sets Date for Second Quarter Fiscal 2024 Earnings Release and...
IRVINE, Calif.--(BUSINESS WIRE)-- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, will host a conference call with analysts to discuss its second quarter fiscal 2024 results and business outlook on April 30, 2024, at 4:30 p.m. EDT. This press release features multimedia. View the full release here: Skyworks Sets Date for Second Quarter Fiscal 2024 Earnings Release and Conference Call April 30 at 4:30 p.m. EDT (Graphic: Business Wire) After the close of the market on April 30, and prior to th...
- Wedbush Research
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
WDC WESTERN DIGITAL CORPORATION
UMH UMH PROPERTIES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MFA MFA FINANCIAL INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
ABR ARBOR REALTY TRUST INC.
WD WALKER & DUNLOP INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
RC READY CAPITAL CORPORATION
COOP MR. COOPER GROUP INC.
SMCI SUPER MICRO COMPUTER
PFSI INC.
RKT PENNYMAC FINANCIAL SERVICES INC.
GHLD ROCKET COMPANIES
MRVL GUILD HOLDINGS
STX MARVELL TECHNOLOGY INC
UWMC SEAGATE TECHNOLOGY HLDGS PLC
GFS UWM HLDGS CORP
EWTX GLOBALFOUNDRIES INC
CAVA EDGEWISE THERAPEUTICS INC
CAVA GROUP INC
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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