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Avalo Therapeutics to Participate in Upcoming Investor Conferences
Avalo Therapeutics to Participate in Upcoming Investor Conferences WAYNE, Pa., June 23, 2025 (GLOBE NEWSWIRE) -- Avalo Therapeutics, Inc. (Nasdaq: AVTX), a clinical stage biotechnology company focused on the treatment of immune dysregulation, today announced that management will participate in the following investor conferences: HCW Annual Inflammation & Immunology Virtual ConferenceFireside ChatJune 30, 2025, at 11:00 am ET BTIG Virtual Biotechnology Conference 20251x1sJuly 29-30, 2025 Live webcasts and replays, when available, can be found under "News / Events" in the Investors secti...
Avalo Therapeutics Announces Appointment of Rita Jain, M.D. to Board o...
Avalo Therapeutics Announces Appointment of Rita Jain, M.D. to Board of Directors WAYNE, Pa., June 18, 2025 (GLOBE NEWSWIRE) -- Avalo Therapeutics, Inc. (Nasdaq: AVTX), a clinical stage biotechnology company focused on the treatment of immune dysregulation, today announced the appointment of Rita Jain, M.D. to its Board of Directors. “We are pleased to welcome Dr. Jain to Avalo’s Board of Directors,” said Michael Heffernan, Chairman of the Board. “Rita’s extensive experience spanning clinical development, regulatory strategy, and executive leadership at multiple development-stage biophar...
- Blair Levin
- Blair Levin
- Jonathan Chaplin
- Philip Burnett
Chapter 11 and Spectrum Values – Questions We Didn’t Get To
We hosted a call on Monday that covered our analysis of the impact of the FCC inquiries on spectrum values, and how this could change if the Company files for Chapter 11 protection. We hosted the call with Jeff Carlisle who is perhaps the leading expert on matters that sit at the intersection of telecom policy and bankruptcy. We got more questions than we could answer in the time we had, and so we covered the questions we didn’t get to in this note.
- Jonathan Chaplin
DBS also misses interest payment
Today EchoStar filed an 8-K announcing that they would not make a scheduled interest payment on DBS secured and unsecured bonds. As with the skipped interest payment at EchoStar, this triggers a 30-day grace period after which DBS will be in default. A default at DBS would also trigger a default at Dish Network Corp., based on cross-default protections in Dish Network Corp. bonds. Our quick thoughts in this (very) brief note.
- Blair Levin
Of SATS, the FCC and NextWave
Since Friday’s announcement that SATS is not making an interest payment, triggering a 30-day period that could lead to a SATS voluntary Chapter 11 proceeding, we have been in numerous talks with investors about the most notorious bankruptcy case involving the FCC and a telecom company, NextWave. In this note we quickly summarize the key lessons of that case for investors analyzing the potential implications of a SATS bankruptcy proceeding.
- Blair Levin
SATS Proceedings: First FCC Filings
As previously discussed, earlier this month, the FCC opened two proceedings that could adversely affect SATS. The opening round of filings in those proceedings ended earlier this week. In this note we review the filings to update our analysis of the likely outcome.
- Jonathan Chaplin
EchoStar: initial comments in FCC inquiries are out
There are two inquiries underway: one on the validity of the buildout extension; one exploring potential sharing in the MSS spectrum. In the first inquiry, only three parties filed in opposition – VTel, SpaceX, and SFP. The SFP filing alleges that EchoStar used “slight-of-hand” to meet buildout commitments. In the second inquiry, there were several filings from satellite companies that would like access to the spectrum (as one might expect). Our quick reaction in this brief note.
- Jonathan Chaplin
EchoStar had a strong April (and so did everyone else)
EchoStar filed an 8-K this morning claiming that the recent FCC public notices concerning its licenses have created uncertainty, limiting its ability to continue the buildout. In addition, they disclosed strong adds in April, which is consistent with comments made by Verizon today and others at recent events. Our quick thoughts in this (very) brief note.
Avalo Therapeutics to Participate in Upcoming Investor Conferences
Avalo Therapeutics to Participate in Upcoming Investor Conferences WAYNE, Pa. and ROCKVILLE, Md., May 27, 2025 (GLOBE NEWSWIRE) -- Avalo Therapeutics, Inc. (Nasdaq: AVTX), a clinical stage biotechnology company focused on the treatment of immune dysregulation, today announced that management will participate in the following investor conferences in June. Jefferies Global Healthcare Conference 2025, New YorkFireside ChatJune 4, 2025, at 7:35 am ET Oppenheimer Innovators in I&I Summit, New YorkPanelist: “Dermatology: AA, HS, PSO”June 25, 2025, at 10am ET Live webcasts and replays, when a...
International Flavors & Fragrances Inc: 1 director
A director at International Flavors & Fragrances Inc bought 4,500 shares at 76.053USD and the significance rating of the trade was 69/100. 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 th...
- Blair Levin
- Philip Burnett
More SATS v. Carr: Are the Self-Certified Licenses at Risk?
Earlier in the week we outlined the paths that the FCC is likely to take regarding SATS spectrum and how it could impact the monetization of those assets. Our analysis did not, however, discuss how the FCC Wireless Bureau public notice could affect the spectrum assets for which SATS has certified that it has met the FCC obligations but for which the FCC has not yet confirmed the certification. In this quick update, we address how the FCC process might affect SATS’ rights regarding that spectru...
- Jonathan Chaplin
SATS: rearchitecting the model (and a small collateral swap)
We have rearchitected the model in light of evidence of the company no longer using DBS as a source of cash for the wireless business and given changes in how the various subsidiaries are being funded following the debt raise late last year. It appears that DBS is building up cash to pay off debt in July of next year. This may require EchoStar to raise new debt in the fourth quarter of 2026 rather than during 2027. We also cover a small but interesting collateral swap between Dish Network & Echo...
- Blair Levin
SATS and Carr’s Endgame
Last week, the dominant story in our space involved the escalation of the battle between SATS and SpaceX as well as the threat to the SATS’ spectrum licenses through two FCC investigations that Chairman Carr initiated. In this note we focus on the twists and turns of those investigations and update our thoughts on the core questions that will help investors understand the path(s) forward, with endgames that can affect not just SATS but others who utilize and seek new spectrum.
- Jonathan Moreland
CMI CUMMINS INC.
NCR NCR CORPORATION
UNH UNITEDHEALTH GROUP INCORPORATED
OEC ORION ENGINEERED CARBONS SA
LGND LIGAND PHARMACEUTICALS INCORPORATED
JRVR JAMES RIVER GROUP HOLDINGS LTD
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
HUM HUMANA INC.
GLP GLOBAL PARTNERS LP
BRKR BRUKER CORPORATION
ASYS AMTECH SYSTEMS INC.
ERII ENERGY RECOVERY INC.
ELY CALLAWAY GOLF COMPANY
HTLD HEARTLAND EXPRESS INC.
VSH VISHAY INTERTECHNOLOGY INC.
GCBC GREENE COUNTY BANCORP INC.
WINA WINMARK CORP.
GBLI GLOBAL INDEMNITY PLC
AMBC AMBAC FINANCIAL GROUP INC.
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LILA INC.
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ULBI GRAFTECH INTERNATIONAL
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ENR THE MIDDLEBY CORPORATION
RPAY EDGEWELL PERSONAL CARE COMPANY
PRG REPAY HOLDINGS (A)
LESL PROG HOLDINGS
GRNT INC.
ALKT LESLIES
CVRX GRANIT SKOPKE
MINM ALKAMI TECHNOLOGY
MYO INC.
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DCGO INC.
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PFHC MYOMO
RXO_w FLUENCE ENERGY INC
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FTK PROFRAC HLDG CORP
TXO RXO INC
AESI OMNIAB INC
FINS WESTROCK COFFEE COMPANY LLC
SAREPTA THERAPEUTICS
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FLOTEK INDUSTRIES INC.
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- Jonathan Moreland
MMLP MARTIN MIDSTREAM PARTNERS L.P.
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
GOGO GOGO INC.
ERII ENERGY RECOVERY INC.
ELY CALLAWAY GOLF COMPANY
GCBC GREENE COUNTY BANCORP INC.
GBLI GLOBAL INDEMNITY PLC
AMBC AMBAC FINANCIAL GROUP INC.
HAIN THE HAIN CELESTIAL GROUP
PMTS INC.
PNBK CPI CARD GROUP
EAF PATRIOT NATIONAL BANCORP
ULBI GRAFTECH INTERNATIONAL
ENR ULTRALIFE
PHAT EDGEWELL PERSONAL CARE COMPANY
LPI PHATHOM PHARMACEUTICALS
LESL LAREDO PETROLEUM INC.
MYO LESLIES
FLNC MYOMO
DCGO FLUENCE ENERGY INC
OGN DOCGO INC
TCBX ORGANON & CO
OABI THIRD COAST BANCSHARES INC
WEST OMNIAB INC
SRPT WESTROCK COFFEE COMPANY LLC
FTK SAREPTA THERAPEUTICS
BNL INC.
DMA FLOTEK INDUSTRIES INC.
SUNS BROADSTONE NET LEASE INC
EVM DESTRA MULTI ALTERNATIVE FUND
TXO SUNRISE REALTY TRUST
FG EATON VANCE INSD CALIF MUN BD FD
EU MORNINGSTAR PARTNERS
IAE L.P.
AESI F AND G ANNUITIES AND LIFE
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WISDOMTREE EURO DEBT FUND
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ATLAS ENERGY SOLUTIONS INC.
- Jonathan Chaplin
- Blair Levin
FCC Chair Escalates DISH/SpaceX battle
A few weeks ago, we analyzed the latest front in the long running battle between DISH and SpaceX. That battle has escalated, with a WSJ story describing a letter from FCC Chair Carr to DISH that appears to take SpaceX’s side and two FCC public notices that appear sympathetic to SpaceX as well. In this note, we update our analysis to reflect the letter, the public notices, and what happens going forward.
- Jonathan Chaplin
SATS: Quick thoughts on risk to licenses from FCC action
We have received a barrage of calls and emails on the risk to Dish losing licenses following an FCC letter to the company announcing plans to investigate whether the Company has met regulatory requirements. For Blair’s last note on this topic, see here. Blair will have updated thoughts out tomorrow morning. In the meantime, we provide quick answers to the two most common questions we have been getting in this note.
Avalo Reports First Quarter 2025 Financial Results and Recent Business...
Avalo Reports First Quarter 2025 Financial Results and Recent Business Updates Mike Heffernan appointed as Chairman of the Board Topline data from Phase 2 LOTUS trial of AVTX-009 for the treatment of hidradenitis suppurativa expected in 2026 Cash on hand of approximately $125 million as of March 31, 2025 expected to provide runway into 2027, with optionality to extend into 2028 WAYNE, Pa., May 12, 2025 (GLOBE NEWSWIRE) -- Avalo Therapeutics, Inc. (Nasdaq: AVTX), a clinical stage biotechnology company focused on the treatment of immune dysregulation, today announced business updates and...
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