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Jonathan Chaplin
  • Jonathan Chaplin

The broadband Open Access model

We created a model to better understand the economics of Gigapower for both AT&T and Blackrock. Please use the model and give us your thoughts. The model clarifies the value of broadband assets generally. It also clarifies why we are likely to see similar JVs from Frontier, Lumen, and others. We will adapt this model for those instances in due course.

 PRESS RELEASE

X4 Pharmaceuticals to Participate in the H.C. Wainwright 2nd Annual Bi...

X4 Pharmaceuticals to Participate in the H.C. Wainwright 2nd Annual BioConnect Investor Conference BOSTON, May 13, 2024 (GLOBE NEWSWIRE) -- (Nasdaq: XFOR), a company driven to improve the lives of people with rare diseases of the immune system, today announced that management will be participating in the upcoming H.C. Wainwright 2nd Annual BioConnect Investor Conference, taking place on May 20th, 2024, at the Nasdaq Stock Exchange in New York City. H.C. Wainwright 2nd Annual BioConnect Investor ConferenceDate: Monday, May 20, 2024Time: 2:00 PM ETFormat: Fireside Chat About X4 Pharmaceu...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: May 11, 2024

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

 PRESS RELEASE

X4 Pharmaceuticals Announces $125 Million Capital Infusion from $105 M...

X4 Pharmaceuticals Announces $125 Million Capital Infusion from $105 Million Sale of Priority Review Voucher and $20 Million Drawdown from Existing Loan Facility $125 million of non-dilutive capital extends projected cash runway into late 2025, excluding expected commercial sales from XOLREMDI™ (mavorixafor) XOLREMDI, the first drug indicated in patients with WHIM syndrome, received U.S. FDA approval in April 2024 BOSTON, May 09, 2024 (GLOBE NEWSWIRE) -- X4 Pharmaceuticals (Nasdaq: XFOR), a company driven to improve the lives of people with rare diseases of the immune system, today anno...

Jonathan Chaplin
  • Jonathan Chaplin

What happened to the US broadband market?

We have covered a lot of ground on the broadband sector over the last two weeks. I thought it might help to pull together some of the more important threads, in case you missed them during the busy reporting seasons.

 PRESS RELEASE

X4 Pharmaceuticals Reports First-Quarter 2024 Financial Results and Pr...

X4 Pharmaceuticals Reports First-Quarter 2024 Financial Results and Provides Corporate Updates U.S. launch underway for XOLREMDI™ (mavorixafor) in WHIM syndrome XOLREMDI Phase 3 4WHIM clinical trial data published online in Blood, the journal of the American Society of Hematology Presentation of interim clinical data from the ongoing mavorixafor Phase 2 trial in chronic neutropenia expected at a planned company investor event in June 2024 Conference call to be hosted today at 8:30 a.m. ET BOSTON, May 07, 2024 (GLOBE NEWSWIRE) -- (Nasdaq...

Jonathan Chaplin
  • Jonathan Chaplin

Autumn for Broadband 1Q24

In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Industry net adds were substantially weaker in 1Q24 with all technologies seeing slower growth (except DSL which was flat). Cable was impacted the most.

 PRESS RELEASE

X4 Pharmaceuticals Announces Inducement Grants Under Nasdaq Listing Ru...

X4 Pharmaceuticals Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) BOSTON, May 01, 2024 (GLOBE NEWSWIRE) -- (Nasdaq: XFOR), a company driven to improve the lives of people with rare diseases of the immune system, today announced that, effective on April 30, 2024, the company issued inducement awards to new employees under the X4 Pharmaceuticals, Inc. 2019 Inducement Equity Incentive Plan (the “2019 Inducement Plan”). The 2019 Inducement Plan is used exclusively for the grant of equity awards to individuals who were not previously an employee of X4. The inducement awards ...

Jonathan Chaplin
  • Jonathan Chaplin

LUMN quick hit: big improvement in fiber adds

We touch on Lumen’s fiber trends in this note and the implications for our broader broadband thesis in this brief note.

 PRESS RELEASE

X4 Pharmaceuticals to Report First-Quarter 2024 Financial Results and ...

X4 Pharmaceuticals to Report First-Quarter 2024 Financial Results and Host a Conference Call and Webcast on May 7, 2024 BOSTON, April 30, 2024 (GLOBE NEWSWIRE) -- (Nasdaq: XFOR), a company driven to improve the lives of people with rare diseases of the immune system, today announced that it will be reporting financial results for the first quarter ended March 31, 2024 and providing corporate updates on Tuesday, May 7, 2024. The company will host a conference call and webcast on the same day at 8:30 a.m. ET. The conference call can be accessed by dialing 1-877-451-6152 from the United Sta...

 PRESS RELEASE

German American Bancorp, Inc. (GABC) Reports First Quarter 2024 Earnin...

German American Bancorp, Inc. (GABC) Reports First Quarter 2024 Earnings JASPER, Ind., April 29, 2024 (GLOBE NEWSWIRE) -- German American Bancorp, Inc. (Nasdaq: GABC) reported first quarter 2024 earnings of $19.0 million, or $0.64 per share, compared to earnings of $21.5 million, or $0.73 per share, for fourth quarter 2023, and earnings of $20.8 million, or $0.71 per share, for first quarter 2023. First quarter 2024 operating performance was highlighted by strong linked quarter commercial real estate and retail organic loan growth, linked quarter non-public fund deposit growth, str...

 PRESS RELEASE

X4 Pharmaceuticals Announces FDA Approval of XOLREMDI™ (mavorixafor) C...

X4 Pharmaceuticals Announces FDA Approval of XOLREMDI™ (mavorixafor) Capsules, First Drug Indicated in Patients with WHIM Syndrome XOLREMDI targets CXCR4 pathway dysfunction, the underlying cause of WHIM syndrome Breakthrough Therapy approval follows Priority Review of 4WHIM Phase 3 clinical trial data X4 granted Rare Pediatric Disease Priority Review Voucher (PRV) concurrent with approval Conference call and webcast to be hosted today at 8:30 am ET BOSTON, April 29, 2024 (GLOBE NEWSWIRE) -- (Nasdaq: XFOR), a company driven to improve the lives of people with rare diseases of the im...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: April 22, 2024

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

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: April 19, 2024

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

Bank of America Corporation: Net interest margins begin to recover, bu...

BAC's net interest margin rose sequentially for the first time in four quarters, but credit card charge-offs are rising.

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: April 12, 2024

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

Lumen Technologies, Inc.: Update to credit analysis

Our credit view of this issuer reflects its geographic, revenue and client diversification, constrained by its elevated debt levels and its negative revenue and EBITDA trends.

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: April 9, 2024

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

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