$MYOV

$MYOV got a low ball offer .... up 30%

Luc, congrats on your $MYOV bro

luc you've really like MYOV for a long time ?

i like $myov,$BCRX,$auph ALL THREE OF THOSE PROBABLY GET BOUGHT BY BIG PHARMA IN THE NEXT FEW YEARS and i would think the nearby lows will probably give a 30% POP ANYWAY...WITH POTENTIAL FOR 300%.... might start soon

$MYOV estimates are for profits of $365 mill in 2025. it is currently valued at $880 mill with $500 mill + in the bank, common people, load up when this market dumps and count your 300% gains by end of 2022

institutions loading up on bios during this sell off. Big pharma facing a patent cliff. $MYOV black rock tripled holding size, Bellevue doubled to close to 12%. Biotech 2nd half is going to be buyout land, MYOV, BCRX, AUPH, CLVS anything with a drug that produce revenues

$MYOV up 23% now, i expect it and $AUPH is around takeover speculation,maybe a bit late now but might pullback

$MYOV these bios going a bit crazy , i bought some $MYOv yesterday as a first traunch and its up 17% today...$AUPH even more. Maybe next dip in bios is the time to load

$XBI and better bios on fire this am $MYOV on sale

$myov HAVING A BIG DAY....

@lucullus still holding myov?

XBI not great but some are $MYOV, $rdus, $auph all doing well, maybe that whole sector could start getting a boost

some real bargains in biotechs with drugs on the growth phase, $MYOV,$AUPH, $BCRX EVRYONE A POTENTIAL BUYOUT

i am buying some $MYOV down here ... excellent rice for proven drug and relationship with PFE which could end up in acquistion..... 2 x in next 12 months maybe 3 x

that surge at $MYOV at the end of the day looks odd ... like news is in the offing

well i suppose i am in nat gas stocks, cause i think they play out either way, and i have a few old favourites on the drop like MYOV which i bought sub $15....h=just cause i think its well undervalued and a potential buyout.... things which have a story or value

$MYOV collapsing after great news a week or so ago. Sumitomo have annouced another scheduled purcahse over august to Novemeber....wouldnt be surprised if we see price get crushed before that. They own so much stock its in their hands but i think it could provide great opportunity to buy and hold for acquistion

SOLD SOME $myov... GOT a new drug approval today .... dissapointing .... this company is worth a lot more has $600 mill + in cash and class leading drugs, but sumitomo have huge % and they are coontrolling price for a buyout i expect

/*============================================= = MORNING UPDATE - Thursday 05/27/21 = =============================================*/ Futures Up/Down % Last Dow -9.00 0.03% 34,271 S&P 500 -8.25 0.20% 4,184 Nasdaq -54.50 0.40% 13,646 Stock futures are edging slightly lower ahead of a busy morning of economic data, as investors await monthly GDP (2nd estimate for Q1 with estimate about 6.4% – in-line with prior reading), jobless claims data, durable goods and pending home sales. The narrative remains the same day after day as the U.S. economy continues to show improvement/rebound from pandemic lows, which has raised concerns over rising inflation and fears the Fed could pull back on its asset purchases/monetary policy – but most official have said over the last week they don’t feel it will be necessary to change course since rising price pressures likely will just be transitory. Market fears remain non-existent again as the CBOE Volatility Index (VIX) comes into the day below the 18 level (was above 27 just over a week ago). In Asian markets, The Nikkei Index fell -93 points to 28,549, the Shanghai Index rose 15 points to 3,608 and the Hang Seng Index fell -52 points to 29,113. In Europe, the German DAX is down over 40 points to 15,400, while the FTSE 100 is down a few points to 7,015. Stocks edged higher on Wednesday, with the SmallCap Russell 2000 index leading (up nearly 2%), and the tech heavy Nasdaq Composite, as markets were once again spurred by further reassuring talk from Federal Reserve officials that spiking inflation will be “transitory” with Treasury yields remaining lower. Fed Vice Chair Randal Quarles was the latest Fed official to ease worries about inflation. Outside of SmallCap and tech, momentum related sectors fueled the rally with social media “meme” stocks surging ($GME, $AMC, $EXPR, $KOSS), along with electric vehicle names and Bitcoin leveraged stocks. Events Calendar for Today 8:30 AM EST Gross Domestic Product (GDP) Q1 (2nd) …est. 6.5% 8:30 AM EST GDP Price Deflator Q1 (2nd) …est. 4.1% 8:30 AM EST GDP Consumer Spending for Q1 (2nd) 8:30 AM EST Core PCE Prices for Q1…est. 2.3% 8:30 AM EST PCE Prices Prelim for Q1 8:30 AM EST Weekly Jobless Claims…est. 425K 8:30 AM EST Continuing Claims…est. 3.68M 8:30 AM EST Durable Goods for April…est. 0.7% 8:30 AM EST Durable Goods Ex Transports for April…est. 0.8% 10:00 AM EST Pending Home Sales MoM for April…est. 0.8% 10:30 AM ET Weekly EIA Natural Gas Inventory Data 11:00 AM EST Kansas City Fed Manufacturing for May Earnings Calendar: Earnings Before the Open: $AMWD, $BBY, $BURL, $DG, $DLTR, $DXLG, $GCO, $HLNE, $MOV, $PLAN, $SAFM, $TITN Earnings After the Close: $ADSK, $BOX, $COST, $CRM, $DELL, $DOMO, $GPQ, $HPQ, $KRT, $LGF.A, $OLLI, $ULTA, $VEEV, $VMX, $YEXT Other Key Events: Goldman Sachs TechNet Conference Asia Pacific 2021 (virtual), 5/24-5/28 Microsoft Build Conference (virtual), 5/25-5/27 New Relic Future Stack Conference (virtual), 5/25-5/27 UBS Global Oil & Gas Conference (virtual), 5/25-5/27 Wolfe Research Transport & Industrials Conference (virtual), 5/25-5/27 Cowen Digital Dining Summit (virtual), 5/27 Market Closing Prices Yesterday The S&P 500 Index climbed 7.86 points, or 0.19%, to 4,195.99 The Dow Jones Industrial Average rose 10.59 points, or 0.03%, to 34,323.05 The Nasdaq Composite jumped 80.82 points, or 0.59%, to 13,738.00 The Russell 2000 Index surged 43.52 points, or 1.97% to 2,249.27 Macro Up/Down Last Nymex -0.48 65.73 Brent -0.50 68.37 Gold -1.00 1,895.70 EUR/USD 0.0012 1.2204 JPY/USD 0.02 109.17 10-Year Note +0.012 1.586% Sector News Breakdown Consumer American Eagle ($AEO) 1Q adj EPS $0.48 vs. est. $0.46 on revs $1.03B vs. est. $1.02B, says digital momentum continued with revs +57% (Aerie +158%, AE +20%); total inventory +2% vs 2019 Cavaco Industries ($CVCO) Q4 EPS $2.71 vs. est. $1.92; Q4 revs $306.5M vs. est. $293.79M; home sales order rates improved 50% over last year’s quarter; backlogs increased $131M during the quarter; Designer Brands ($DBI) 1Q adj EPS $0.12 vs. est. ($0.18) on sales $703.2Mm vs. est. $651Mm, comps +52.2% Elf Beauty ($ELF) Q4 adj EPS $0.71 vs. est. $0.10; Q4 sales $92.7M vs .est. $82.4M; sees 2022 adj EPS 64c-67c vs. est. 71c and sees year revs $343M-$350M vs. est. $334.3M; Q4 Selling, general and administrative expenses rose 23% to $57.9M Modine Manufacturing ($MOD) Q4 adj EPS $1.14 vs. est. $0.27; Q4 sales $514.9M vs. est. $493M; sees full-year 2022 YoY sales up 12%-18% William-Sonoma ($WSM) Q1 adj EPS $2.93 vs. est. $1.83; Q1 revs $1.75B vs. est. $1.52B; Q1 comp brand revenue growth accelerated to 40.4%, with all brands accelerating sequentially including West Elm at 50.9%, Pottery Barn at 41.3%, Williams Sonoma at 35.3% and Pottery Barn Kids and Teen at 27.6%; raising fiscal year 2021 outlook to low double-digit to mid-teen net revenue growth; for long-term, planning for net rev growth of mid-to-high single digits & non-Gaap operating margin expansion Azek ($AZEK) 15M share Secondary priced at $43.50 Crocs Inc. ($CROX) will replace Cantel Medical Corp. ($CMD) in the S&P MidCap 400, and Organogenesis Holdings Inc. ($ORGO) will take Crocs’ spot in the S&P SmallCap 600 before trading opens on June 2, according to S&P Dow Jones Indices. Energy, Industrials and Materials Vertex Energy ($VTNR) surged after hours after agreeing to acquire the Mobile refinery in Alabama from Royal Dutch Shell (RDS.A) for $75M Ranpak Holdings ($PACK) 5M share Spot Secondary priced at $21.00 The Department of Homeland Security issued a new security directive for pipeline owners and operators on Thursday after a hack of the Colonial Pipeline disrupted fuel supplies in the southeastern United States for days this month Healthcare Change Healthcare ($CHNG) 4Q adj EPS $0.42 vs. est. $0.36 on revs $855.2Mm vs. est. $840.2Mm; says due to recently announced transaction with Optuminsight, will no longer by providing guidance Ironwood Pharmaceuticals ($IRWD) announces agreement with Teva (TEVA) involving Linzess® (linaclotide) 72 mcg dosage strength Myovant Sciences ($MYOV) and Pfizer ($PFE) receive FDA approval for Myfembree®, the first once-daily treatment for heavy menstrual bleeding associated with uterine fibroids Nextgen Healthcare ($NXGN) Q4 adj EPS 21c vs. est. 19c; Q4 revs $144.2M vs. est. $140.1M; sees FY22 adj EPS 89c-95c vs. est. 99c; sees FY22 revs $574M-$584M vs. est. $577.2M; Subscription services revenue in Q4 generated $38.2M, or 16% growth over the prior year period, driven by demand for patient experience-related solutions. Day One ($DAWN) 10M share IPO priced at $16.00 Oak Street Health ($OSH)05M share secondary priced at $62.00 Ocugen ($OCGN) says it is on track to submit emergency use authorization application (EUA) to U.S. FDA for its COVID-19 vaccine, Covaxin, in June; awaiting feedback from FDA after master file regarding vaccine was submitted in March R1 RCM ($RCM) 15M share secondary priced at $22.50 Singular Genomics Systems ($OMIC)2M share IPO priced at $22.00 VIR Biotech ($VIR) received FDA emergency use approval for its antibody treatment co-developed with Glaxo ($GSK) to treat mild-to-moderate COVID-19 in people aged 12 years and older Technology, Media & Telecom NVIDIA ($NVDA) Q1 non-Gaap EPS $3.66 vs. est. $3.28; Q1 revs $5.66B vs. est. $5.41B; qtrly data center revenue of $2.05B, up 79% from a year earlier; Q1gaming revenue of $2.76B, up 106% from a year earlier; sees Q2 revs expected to be $6.30B, plus or minus 2% vs. est. $5.5B; Q2 Gaap and non-Gaap gross margins are expected to be 64.6% and 66.5%, respectively, plus or minus 50 bps after Q1 margins 64.1% vs 65.1% YoY and Q1 non-Gaap gross margin 66.2% vs 65.8% YoY Disneyland ($DIS) to allow non-California guests starting on June 15; Disneyland extends reservation window to 120 days DXC Technology ($DXC) Q4 adj EPS 74c vs. est. 70c; Q4 revs $4.385B vs. est. $4.28B; Q4 bookings were $4.7B; sees FY22 adj EPS $3.45-$3.65 vs. est. $3.44; sees FY22 revenue $16.6B-$16.8B vs. est. $16.91B Nutanix ($NTNX) Q3 adj EPS loss (41c) vs. est. loss (49c); Q3 revs $344.5M vs. est. $334.45M; Q3 billings down 3.2% YoY to $371.1M; guides Q4 ACV billings $170M-$175M and Q4 adjusted gross margin roughly 81.5%-82% Okta Inc. ($OKTA) 1Q adj EPS ($0.10) vs. est. ($0.20) on revs $251Mm vs. est. $238.3Mm; guides 2Q adj EPS loss $0.35-0.36 vs. est. loss $0.11, sees 2Q revs $295-297Mm vs. est. $258.2Mm; guides FY adj EPS loss $1.13-1.16 vs. est. loss $0.44, sees FY revs $1.215-1.225B vs. est. $1.09B; says CFO stepping down June 1st, Brett Tighe (Treasurer) will be interim CFO Ooma Inc. ($OOMA) Q1 EPS $0.11c vs. est. $0.08; Q1 revs $45.6M vs. est. $44.31M; sees Q2 EPS 8c-10c vs. est. 6c; guides Q2 revs $46.0M-$46.8M vs. est. $45.12M; sees FY22 EPS 30c-38c vs. est. 29c; sees year revs $185M-$187M vs. est. $183.64M Pure Storage ($PSTG) Q1 adj EPS 0c vs. est. loss (6c); Q1 revs $412.7M vs. est. $403.91M; sees Q2 revs $470M vs. est. $455.85M; sees Q2 non-GAAP operating income $15M; Q1 Subscription services revenue $162.8 million, up 35% YoY; Q1 GAAP gross margin 68.3%; non-GAAP gross margin 70.5% QAD Inc. ($QADA) 1Q EPS $0.09 vs. est. $0.12 on revs $83Mm vs. est. $78.9Mm, subscription revs $36.7Mm; guides 2Q subscription revs $38.5Mm, maintenance revs $26zmm, sees 2Q op income $1Mm incl stock comp exp $5Mm; guides FY subscription revs $160Mm, maintenance revs $102Mm, op inc $12Mm incl stock comp exp $17Mm Snowflake ($SNOW) 1Q EPS ($0.70) vs. est. ($0.16) on revs $228.9Mm vs. est. $212.9Mm, qtr-end total customers were 4,532; guides 2Q product revs $235-240Mm vs. est. $251Mm; guides FY product revs $1.02-1.04B vs. est. $1.09B Workday ($WDAY) 1Q adj EPS $0.87 vs. est. $0.73 on revs $1.18B vs. est. $1.16B, qtrly subscription revs $1.03B +17%; guides 2Q subscription revs $1.095-1.097B; raises FY subscription revs guide to $4.425-$4.44B, raises FY adj op mgn guide to 18-19%; Zuora ($ZUO) 1Q adj EPS ($0.02) vs. est. ($0.04) on revs $80.3Mm vs. est. $79Mm; guides 2Q adj EPS loss $0.04-0.03 vs. est. loss $0.02, sees 2Q revs $82.5-84.5Mm vs. est. $81.8Mm; guides FY adj EPS loss $0.10-0.06 vs. est. loss $0.08, sees FY revs $337-339Mm vs. est. $336.3Mm FIGS ($FIGS)4M share IPO priced at $22.00 Thryv Holdings ($THRY)24M share Secondary priced at $23.50

i fancy $RAVN if this market pulls it back and $MYOV also if it lets you in ... quick payback with $MYOV

Look @ $MYOV go @JPwhoisbrown

$MYOV up on the day....load the boat there was 3 week ride to the top

@JPwhoisbrown $MYOV moving well, only 3 weeks until news could ramp

@lucullus that MYOV looks to be going again

$MYOV @JPwhoisbrown might get a chance in the mid teens in next few weeks....patience is the key

yeah....i think its almost a certainity...sumitomo own a huge percentage of it....THE ONLY PROBLEM FOR THEM IS THAT PFE has just signed a big $4 bill deal with MYOV.....they also got a new PDUFA ON jUNE WHICH IS A DEAD CERT....if they get for $45 it will be a very cheap buy

might get $MYOV at $15 or below @JPwhoisbrown . Buy and wait for 3x at buyout

but but MYOV

luc your MYOV back on the 100 ema now

MYOV just not selling off...was hoping to pick some up $15-16ish

Also waiting for a dip towards 15 on my old favourite $MYOV. great catalyst coming and i think it gets bought later this year

Downgrades 1/6: $AEP $ALB $AZRX $BAX $BEPC $BIPC $BYND $COG $CPK $CURI $DXC $EC $FE $FOUR $HBM $HII $HMN $IDA $IIIV $K $KDP $KO $KTOS $LTHM $LYB $MEOH $MGLN $MLND $MMP $MYOV $NS $ORA $PBF $PCG $PEP $PNM $PRGO $RF $SILV $SJW $SVC $TECK $TRP $WEX

instant worldwide revenue coming $myov WAY plus big one off payment etc

$myov SUMITOMO BEEN BUYING UP BIG CHUNKS OF THIS AT GOOD PRICES, looking to buy it out on upcoming pdufa i am sure. But boom out of nowhere comes PFE with a big deal for $MYOv....i assume PFE buys it out now and sumitomo makes big money on its stock but misses out on the revenue stream. $PFE now WILL BE ABLE TO TAKE ON $ABBV with a superior product

328 $MYOV 100 15 JAN 21 35 CALL @1.30 LMT

$MYOV I knew the option action for Jan looked suspect, thankfully I bought half my position back after the pdufa

$MYOV (+20.9% pre) Myovant shares soar premarket on news of Pfizer $PFE cancer drug deal worth up to $4.2 billion - MW

@JPwhoisbrown a lot of action in $MYOV options for jan $35s but a few other as well

you're better at it then I..still a good win play > @lucullus said: sold my $MYOV friday JP when it couldnt get going, definetly going to pick it up again. I reckon its a 3 or 4 bagger if it fads a bit at some point next year

sold my $MYOV friday JP when it couldnt get going, definetly going to pick it up again. I reckon its a 3 or 4 bagger if it fads a bit at some point next year

tHE ACTION IN THESE SMALL BIOS IS SO CORRUPT.... $MYOV just got its drug approved and they snuffed out the bounce in 5 mins....biggest vlume in 5 mins in months

MYOV news ?

i have been seeing $myov 35 calls flow since few days

luc that myov retracted off its previous highs perfectly

@JPwhoisbrown $MYOV ATH

have you been following $MYOV JP

$MYOV having a goodday 5 weeks to approval

They are going to buy $MYOV i reckon

Sumitomo has been buying a big stake in $MYOV . They face cashflow issues in not to distant future they are looking for a replecement

$MYOV is setting up for another run i think....could go lower yet but news on the 20th Dec.....drug will get green light and i think the company will be taken out by the big block buyer between 8-15 a few months ago....probably in the 40-50 dollar area