$QDEL

Top Earnings Wed 5/3 Aft: $ACEL $ACLS $ACR $ACT $ADPT $AEIS $ALB $ALKT $ALL $ALLO $AMED $AMK $AMOT $AMPY $AMWL $ANSS $APA $ARC $ARDX $ASPN $ATO $ATUS $AUR $AVNW $AVT $BBSI $BCOV $BHE $BKH $BNL $CCRN $CDAY $CENT $CENTA $CFLT $CHRD $CIVI $CLMB $CMPO $CODI $COKE (1/6) Top Earnings Wed 5/3 Aft: $CORT $CPE $CPK $CPS $CRD/A $CSGS $CSTL $CSV $CTSH $CTVA $CW $CXW $DEN $DHT $DLHC $DRS $ECOR $ECPG $ELA $EQC $EQH $EQIX $ERII $ES $ESTE $ETSY $EVH $EZPW $FARO $FATE $FBRT $FG $FLT $FNF $FORM $FPI $FROG $FSLY $GHL $GIL $GKOS $GL $GMRE $GNK (2/6) Top Earnings Wed 5/3 Aft: $GNW $GOOD $GRBK $GTBIF $HBB $HCC $HDSN $HOUS $HST $HUBS $INFA $INFN $INMB $INN $INSG $IOSP $IPI $IR $IVAC $JOBY $KLIC $KNTK $KTOS $KW $LESL $LMND $LODE $LUMO $MELI $MET $METC $MG $MGY $MKSI $MLR $MMS $MOR $MOS $MRAM $MRO $MTG $MX $MYGN (3/6) Top Earnings Wed 5/3 Aft: $NARI $NC $NE $NFG $NGVT $NSTG $NUS $NVEC $NVST $NWPX $NYMT $O $OLED $OM $OPAD $OPK $OUT $PAHC $PARR $PCOR $PDCE $PGRE $PKOH $PLMR $PSA $PSNL $QCOM $QDEL $QGEN $QNST $QRVO $RDN $REI $RELY $REZI $RGLD $RGNX $RGR $RHP $RM $RMNI $RMR $ROOT (4/6) Top Earnings Wed 5/3 Aft: $RPT $RSI $RUN $RVLV $RYN $SBOW $SBRA $SEDG $SGU $SIGI $SITM $SNEX $SP $SPNT $SPOK $SRC $SRI $SRTS $STAA $STR $SUM $SYNA $TIPT $TNDM $TPIC $TPL $TPVG $TRIP $TSVT $TTEC $TTMI $TWI $TXG (5/6) Top Earnings Wed 5/3 Aft: $UDMY $UFI $UGI $ULCC $UPWK $USDP $USIO $USPH $VAC $VAPO $VET $VMEO $VNDA $VSTO $VTOL $WEAV $WERN $WES $WMB $WTS $YELL $Z $ZG $ZIMV (6/6)

1700 $QDEL MAY2022 $101 Cs trade 2.3

1700 $QDEL MAY2022 $101 Cs trade 2.3

*QUIDEL 4Q ADJ EPS $7.29, EST. $5.61 *QUIDEL 4Q REV. $636.9M, EST. $541M $QDEL

*QUIDEL 4Q ADJ EPS $7.29, EST. $5.61 *QUIDEL 4Q REV. $636.9M, EST. $541M $QDEL

QDEL upski gives us thought on lottoes via NVAX

Friday, October 8, 2021 Futures Up/Down % Last Dow 42.00 0.12% 34,678 S&P 500 2.50 0.06% 4,392 Nasdaq 0.00 0.00% 14,881 After a week of overnight swings and market volatility, U.S. futures come into Friday’s trading looking flat, with the S&P little changed at 4,390 after a strong session on Thursday was met with a late day pullback, as major averages finished well off their best levels. U.S. futures steady as investors anticipate a key employment report that could offer clues on the Fed’s timeline for reducing bond purchases. Nonfarm payroll data at 8:30 AM with an est. for +500K jobs added, private payrolls est. +455K, manufacturing payrolls +25K and the unemployment rate to fall to 5.1% from 5.2%; average hourly earnings expected to rise +0.4% (vs. last month +0.6%). Equities rose and Treasuries sank on Thursday after Senate leaders pulled the U.S. from the brink of default with a deal for a short-term debt ceiling increase in the amount of $480B to a $28.9 trillion debt limit. However, this could be short lived as the agreement only funds Treasury debt until Dec. 3, meaning Senators will again face a deadline for default. In Asian markets, the Shanghai Index opened for trading after a week long pause to celebrate its Golden Week holiday, rising 24 points to 3,592, the Hang Seng Index gained 136 points to 24,837 and the Nikkei advanced 370 points (1.34%) to 28,048. In Europe, the German DAX is down a few points at 15,235, while the FTSE 100 is up a few at 7,085. Oil prices are higher, heading for its seventh weekly gain with WTI crude nearing $80 Market Closing Prices Yesterday The S&P 500 Index gained 36.21 points, or 0.83%, to 4,399.76 The Dow Jones Industrial Average rose 337.95 points, or 0.98%, to 34,754.94 The Nasdaq Composite surged 152.10 points, or 1.05%, to 14,654.02 The Russell 2000 Index advanced 35.14 points, or 1.59% to 2,250.09 Events Calendar for Today 8:30 AM ET Non-Farm Payrolls for September…est. +500K 8:30 AM ET Private Payrolls for September…est. +455K 8:30 AM ET Manufacturing Payrolls for September…est. +25K 8:30 AM ET Unemployment Rate for September…est. 5.1% 8:30 AM ET Average Hourly Earnings for September…est. +0.4% 10:00 AM ET Wholesale Inventories MoM for Aug 1:00 PM EST Baker Hughes Weekly rig count data Macro Up/Down Last Nymex 0.58 78.86 Brent 0.65 82.60 Gold 0.90 1,762.00 EUR/USD 0.0014 1.1563 JPY/USD 0.23 111.82 10-Year Note +0.021 1.593% World News The U.S. Senate on Thursday approved legislation to temporarily raise the federal government’s $28.4 trillion debt limit and avoid the risk of a historic default this month, but it put off until early December a decision on a longer-lasting remedy. German Aug Trade Balance smaller surplus: +€13.0b vs +€15.8b consensus; German August Exports lower down -1.2% vs +0.5% consensus and German Aug Imports higher rising +3.5% vs 1.8% consensus Sector News Breakdown Consumer Home Depot ($HD) and Lowe’s ($LOW) both downgraded to Hold from Buy at Loop Capital Tesla ($TSLA) CEO Elon Musk confirmed that the car maker is moving its headquarters from Fremont, California to Austin, Texas, where the company has been constructing a new factory for a little over a year. CEO Musk also said a global shortage of chips and ships is the only thing standing in the way of the company maintaining sales growth in excess of 50% Oatly Group ($OTLY) upgraded to Overweight from Neutral with a $21 price target Drive Shack ($DS) reports prelim Q3 revs of $75M vs. est. $76.74M Scientific Games ($SGMS) wins 10-year Vermont lottery systems contract; company’s advanced platforms and game services will modernize lottery play and maximize revenues for programs in green mountain state Thor Industries ($THO) increases regular quarterly dividend 5% to 43c per share Energy, Industrials and Materials Dow Transports finished the day down -0.25% just above the 14,500 level, but slipping below its 50-day MA at 14,515 B. Hunt ($JBHT) downgraded to Underweight on relative valuation at JPMorgan Union Pacific ($UNP) upgraded to Overweight from Neutral with a price target of $247, up from $234 at JPMorgan on recent selloff Sundial Growers Inc. ($SNDL) announced it will acquire liquor and pot retailer Alcanna in an all-stock deal with a total consideration of about C$346M Financials Pzena Investment Management Inc. ($PZN) prelim AUM as of Sept 30 of $50.8 bln Chubb ($CB) announced a definitive agreement to acquire the life and non-life insurance companies that house the personal accident, supplemental health and life insurance business of Cigna (CI) in seven Asia-Pacific, or APAC, markets for $5.75B in cash Healthcare Accolade Inc. ($ACCD) Q2 revs $73.3M vs. est. $70.4M; Q2 adj Ebitda loss (-$19.4M) vs. est. loss (-$21.9m); sees FY revs $303M-$307M, from prior view $300M-$305M (est. $303.4M); guides Q3 adj Ebitda loss $21.5M-$24.5M vs. est. loss $20.2M, but Q3 revs above views Quidel ($QDEL) guides Q3 revs $505M-$510M vs. est. $186.3M; says covid-19 revenues for Q3 of 2021 expected to be about $406M, compared with $375.7M YoY Allogene Therapeutics ($ALLO) shares fall over 35% after reporting the FDA put a clinical hold of Allocar T trials based on a single patient case in alpha2 trial; believes data from alpha trials demonstrates a favorable clinical profile of allo-501a Apollo EndoSurgery ($APEN) sees 3Q revs $16-16.4Mm vs est. $14.4Mm; sees 3Q net loss $6.1-7.3Mm vs est. net loss $8.3Mm BeiGene’s ($BGNE) BRUKINSA (zanubrutinib) has been approved in Australia for the treatment of adult patients with Waldenström’s macroglobulinemia who have received at least one prior therapy or in first line treatment for patients unsuitable for chemo-immunotherapy. Mirati Therapeutics ($MRTX) to collaborate with Sanofi ($SNY) on phase 1/2 study evaluating combination of adagrasib with a SHP2 inhibitor in KRAS g12c-mutated lung cancer Nkarta ($NKTX) provided updates on its NKX019 and NKX101 clinical development programs saying patients have been dosed in the international phase 1 trial of NKX019 in advanced B-cell malignancies IsoPlexis (ISO)333M share IPO priced at $15.00 Pyxis Oncology ($PYXS)5M share IPO priced at $16.00 Prelude Therapeutics ($PRLD) shares fall after announces presentation of encouraging data from multiple programs at the AACR-NCI-EORTC virtual international conference on molecular targets and cancer therapeutics Relay Therapeutics ($RLAY) announces interim clinical data for RLY-4008, in a first-in-human trial in patients with FGFR2-altered cholangiocarcinoma and multiple other solid tumors Technology, Media & Telecom VMware ($VMW) authorized new stock buyback program for up to $2B Samsung Electronics Co Ltd ($SSNLF) said Q3 operating profit likely jumped 28% to its highest in three years, helped by rising memory chip prices and brisk sales of its new foldable smartphones; estimated July-September profit at 15.8 trillion won ($13.3 billion) vs. est. of 16.1 trillion won. ChipMOS (IMOS) reports Q3 revenues rose 25.9% on a Y/Y basis to $257.2M (+2.6% Q/Q) vs. a consensus of $262.90M. Taiwan Semiconductor Manufacturing Co.’s ($TSM) September revenue was up 19.7% Y/Y to NT$152.69B or about $5.44B. AU Optronics ($AUOTY) reports September revenue rose 26.5% Y/Y to NT$33.0B (+0.9% M/M); Q3 revenues rose 35.3% Y/Y NT$99.05B Oracle ($ORCL), Telecom Italia, and Noovle, TIM Group’s cloud company, have signed a collaboration agreement to offer multi-cloud services for enterprises and the public sector organizations in Italy. Sirius XM ($SIRI) downgraded to Neutral from Overweight with a price target of $7, down from $8 at JPMorgan

try NVAX and QDEL > @lucullus said: if this merck thing is true ... PFE AND MNRA going to get boot in the ass

@everyone Monday, September 20, 2021 Futures Up/Down % Last Dow -529.00 1.54% 33,933 S&P 500 -56.75 1.28% 4,365 Nasdaq -154.00 1.00% 15,172 U.S. indices are trading down over 1% in pre-market trading and touching their lowest levels in almost 2 months this morning as large Chinese real estate developer Evergrande’s debt crisis is weighing on Asian markets and several macroeconomic factors are making investors wary. The Federal Reserve’s two-day September meeting begins tomorrow where they may lay out plans to begin tapering bond purchases and its quarterly dot plot will provide a forecast on when the central bankers expect to hike interest rates from their current levels of 0-0.25%. Additionally, the federal government is currently facing the threat of running out of money October 1 unless Congress raises the debt ceiling, and Treasury Secretary Janet Yellen wrote an op-ed in the Wall Street Journal over the weekend imploring Congress to raise it as the Treasury will exhaust its cash reserves and borrowing capacity sometime next month if no action is taken. Today’s move lower comes after the S&P closed below its 50-day moving average for the 1st time since June 18th on Friday with materials and technology companies struggling. Late Friday, an FDA panel decided not to recommend a booster for the Pfizer vaccine for people 16 years and older by a vote of 16-3 saying there was not enough data to determine the step-up effectiveness of the third shot. However, the panel unanimously approved a narrower vote of authorizing booster dose of Pfizer/BioNTech covid-19 vaccine at least 6 months after full vaccination for people 65 and older and those at high risk for severe disease (a narrower approval than markets were hoping for). The University of Michigan’s preliminary sentiment index edged up in August, but buying conditions for household durables, homes and motor vehicles all fell to the lowest in decades due to complaints about high prices. The dollar rose while precious metals mostly fell, as gold posted a second straight weekly drop ahead of the FOMC meeting later this week. A potential hike in corporate taxes could eat into earnings also weigh on markets, with leading Democrats seeking to raise the top tax rate on corporations to 26.5% from the current 21%. In Asian markets, the Hang Seng Index is plunging 821 points while Tokyo and Shanghai markets are closed for holiday. In Europe, the German DAX is down 367 points and the FTSE 100 is lower by 118 points. Market Closing Prices Yesterday The S&P 500 Index dropped -40.76 points, or 0.91%, to 4,432.99 The Dow Jones Industrial Average fell -166.44 points, or 0.48%, to 34,584.88 The Nasdaq Composite sunk -137.96 points, or 0.91%, to 15,043.97 The Russell 2000 Index advanced 3.96 points, or 0.18% to 2,236.87 Events Calendar for Today 10:00 AM ET NAHB Housing Market Index for Sept Earnings Calendar: Earnings Before the Open: none Earnings After the Close: $LEN Other Key Events: European Society for Medical Oncology (ESMO) 2021 Virtual Congress, 9/16-9/21 Oppenheimer Fall Healthcare Life Sciences & MedTech Summit (virtual), 9/20-9/23 Roth Capital 8th Annual Solar Symposium (virtual), 9/20-9/23 Stephen’s 11th Annual Bank Forum, in Little Rock, AR, 9/20-9/22 Macro Up/Down Last Nymex -1.49 70.33 Brent -1.29 74.05 Gold 8.10 1,759.50 EUR/USD -0.0012 1.1713 JPY/USD -0.42 109.53 10-Year Note -0.039 1.331% World News Chinese real estate developer Evergrande is facing a default on $150M in bond payments this week and officials have refused to commit any rescue cash to the country’s 2nd largest developer who currently has more than $310B in debt. Sector News Breakdown Consumer Barron’s noted the sell-off in Wynn Resorts ($WYNN) and Las Vegas Sands ($LVS) the past couple of days amid jitters that the Macau government will impose more onerous concession, or licensing, agreements when they expire next year could be setting up a buying opportunity for investors who are patient and have a bankroll to withstand the unlucky streak S. auto safety investigators have opened a new probe into 30 million vehicles built by nearly two dozen automakers with potentially defective Takata air bag inflators – Reuters Three investigators with the National Transportation Safety Board are traveling next week to Coral Gables, Florida to investigate a fatal accident in which a Tesla ($TSLA) Model 3 left the roadway and collided with a tree. NTSB officials say the investigation will focus on the operation of the vehicle and the post-crash fire that consumed the car Energy, Industrials and Materials Boeing ($BA) has been awarded a $1.62B indefinite-delivery/indefinite-quantity contract for missile guidance repair. BHP Group ($BHP), Rio Tinto ($RIO), Anglo American ($NGLOY), Glencore ($GLNCY), and Vale ($VALE) are in the best shape ever, Barron’s reported for mining companies. Their shares, however, trade cheaply amid worries that the good times in industrial commodities are ending. For investors willing to accept some risk, the Big Five miners offer a rich opportunity Financials A senior U.S. trade official privately criticized India’s July decision to ban Mastercard Inc ($MA) from issuing new cards, calling it a “draconian” move that caused “panic”, according to U.S. government emails seen by Reuters. Healthcare Astellas Pharma ($ALPMY) and Pfizer ($PFE) announced ahead of the European Society for Medical Oncology Congress 2021 that XTANDI improved overall survival in the ARCHES study in men with metastatic hormone-sensitive prostate cancer. Exelixis ($EXEL) announced that the U.S. FDA approved CABOMETYX for the treatment of adult and pediatric patients 12 years of age and older with locally advanced or metastatic differentiated thyroid cancer that has progressed following prior vascular endothelial growth factor receptor-targeted therapy and who are radioactive iodine-refractory or ineligible White House medical adviser Anthony Fauci said on Sunday that data needed to determine the advisability of booster shots of the Moderna Inc (MRNA) and Johnson & Johnson ($JNJ) COVID-19 vaccines is just weeks away Quidel ($QDEL) has been awarded a maximum $710.57M indefinite-delivery/indefinite-quantity contract for over-the-counter antigen test kits AstraZeneca ($AZN) reported updated Phase 3 trial results for Imfinzi that showed the drug combined with chemotherapy tripled patient survival at 3-year in extensive-stage small cell lung cancer Technology, Media & Telecom Brooks Automation ($BRKS) agreed to sell its semiconductor solutions group business to Thomas H. Lee Partners for $3B in cash and will no longer pursue a separation into 2 independent and publicly traded companies

$QDEL could also be a sleeper

uploading this weeks video now, $PLAY, $PLBY, $CREE, $QDEL, $HON, $RDFN

Thursday, August 5, 2021 Futures Up/Down % Last Dow 55.00 0.16% 34,745 S&P 500 9.25 0.22% 4,404 Nasdaq 33.50 0.22% 15,107 U.S. futures are looking up modestly, rising roughly about 0.2% across the board into one of the heaviest days of corporate earnings of the season, as major averages continue to hold not far off record highs. The S&P 500 index has held the pivotal 4,400 level for over a week now, as overall major averages have moved sideways for two or three weeks now, bolstered by rising on better economic data, earnings results, and an accommodative Fed, which has offset rising Delta variant concerns and fears of further global restrictions to contain the rise in cases and tighter government restrictions in China. Oil prices edge higher after sliding sharply the last 3-days on demand concerns. Bitcoin prices are down about 4% holding just above the $38,000 level while Ethereum slips nearly 4% to 2,600 in the crypto sector. Ahead of tomorrow’s nonfarm payrolls report, investors will get two more labor market data points with the Challenger jobs report at 7:30 and the weekly jobless claims. Euro Stoxx 50 rises 0.5% around best levels for the week. Wednesday’s after-hours big-name earnings were disappointing for the most part, which could weigh on sentiment. Major averages ended the session mixed on Wednesday, following conflicting signals on the economy that showed a hot services sector, but a labor market that continues to struggle to find workers. The Institute for Supply Management survey on Wednesday jumped to a record high of 64.1 in July, but the ADP Employment Report showed private payrolls only rose by 330,000 last month, well shy of the 695,000 estimate ahead of tomorrow’s payrolls. The Dow Jones saw the biggest fall, dragged lower by a decline of more than 6% in Amgen in the wake of its quarterly results, accounting for about 103 points to the downside while energy was the weakest sector on the day, suffering its biggest daily percentage drop since July 19. In Asian markets, The Nikkei Index gained 144 points to 27,728, the Shanghai Index dipped -10 points to 3,466 and the Hang Seng Index declined -221 points (0.84%) to settle at 26,204. In Europe, markets are little changed as the German DAX is up a few points at the 15,700 level, while the FTSE 100 is down a couple of points at 7.120. Market Closing Prices Yesterday The S&P 500 Index slipped -20.49 points, or 0.46%, to 4,402.66 The Dow Jones Industrial Average fell -323.73 points, or 0.92%, to 34,792.67 The Nasdaq Composite edged higher 19.24 points, or 0.13%, to 14,780.53 The Russell 2000 Index declined -27.26 points, or 1.23% to 2,196.32 Events Calendar for Today 7:30 AM ET Challenger Job Layoffs for July 8:30 AM ET Weekly Jobless Claims 8:30 AM EST Continuing Claims 10:30 AM ET Weekly EIA Natural Gas Inventory Data Earnings Calendar: Earnings Before the Open: ABMD, ADNT, AES, AHCO, AKBA, AMRS, ARWR, AVEO, BBGI, BCRX, BDX, BERY, BKI, BLDR, BLL, BV, CAH, CARS, CCOI, CHH, CI, CNP, COMM, CRAI, DDOG, DIN, DLX, DUK, ECOM, EPAM, EPC, EVRG, FOUR, GCP, GNL, GOGO, GOLF, GTN, HBI, HBIO, HII, HL, IDCC, INSM, IRM, IRWD, ITI, K, KPTI, LAMR, LAUR, LNG, LXP, MMS, MPLN, MRNA, MUR, MYE, NINE, NS, NTLA, PCTY, PBH, PBPB, PEI, PENN, PH, PNW, PPL, PRTY, PWR, PZZA, RC, RDUS, REGN, ROLL, SEAS, SSYS, TEN, THS, TRGP, UFS, USPH, VG, VIAC, VST, W, WD, WOW, WRK, XEC, XERS, XTNT, XXII, YETI, ZIXI, ZTS Earnings After the Close: AAOI, AEE, AEL, AIG, AINV, ALRM, ALTR, AMBC, APLE, APPN, ARNA, ASTG, AVLR, AXON, BAND, BECN, BGS, BHF, BIGC, BKD, BL, BRBR, BRKS, BYND, CARG, CDXS, CGNX, CHRS, CHUY, CLNE, CNXN, COLD, CSOD, CVNA, CWK, DBX, DHX, DIOD, EB, ECOR, EGLE, ENTA, ENV, ERII, EXEL, EXPE, FEYE, FLDM, FLS, FND, FOXF, FSR, FTSI, G, GDYN, GEOS, GH, GKOS, GPRO, GRPN, GSBD, HASI, HCAT, HCI, HEAR, HTA, IFF, ILMN, IHRT, IOVA, IRTC, ITT, JCOM, KALA, KAMN, LGF.A, LNT, LOCO, LTHM, MAIN, MDRX, MNST, MP, MSI, MTW, MTZ, NET, NKTR, NVAX, NWSA, NYMT, OLED, OUT, PBYI, PK, PODD, POST, PRA, QDEL, RAMP, RDFN, REZI, RMD, RUN, SFM, SGMO, SHAK, SPCE, SQ, SYNA, TDC, TGH, TMDX, TMST, TRUE, TRUP, TTOO, VLDR, VMEO, VOYA, VV, WSC, Y, YELP, ZEUS, ZG, ZNGA Macro Up/Down Last Nymex 0.37 68.52 Brent 0.26 70.64 Gold 0.40 1,811.75 EUR/USD 0.0005 1.1842 JPY/USD 0.03 109.51 10-Year Note -0.004 1.19% Sector News Breakdown Consumer Boot Barn ($BOOT) Q1 EPS $1.35 vs est. $0.88 in revs $306.3M vs est. $288.9M; same-store sales +78.9% vs 1Q20, +52.3% vs 1Q19; opened 3 new stores in the quarter Costco ($COST) reported total comparable sales for July of +13.8%; July U.S. comparable sales excluding fuel, currencies +8.5% L.F. Beauty ($ELF) 1Q EPS $0.15 vs est. $0.15 on sales $97Mm vs est. $79.3Mm; guides FY adj EPS $0.65-0.68 vs est. $0.67, sees FY sales $356-364Mm vs est. $350.5Mm Etsy Inc. ($ETSY) shares tumble -13% on guidance; 2Q EPS $0.68 vs est. $0.63 on revs $528.9Mm vs est. $524.7Mm, qtrly consolidated GMS $3.0B +13%; guides 3Q revs $500-525Mm vs est. $524.7Mm, sees 3Q GMS $2.9-3.0B Frontdoor Inc. ($FTDR) Q2 EPS $0.76 vs est. $0.63 on revs $462M vs est. $466M, sees Q3 revenue $470M-$480M, lowered FY revenue outlook to $1.6B-$1.62B (est. $1.64B) from $1.63B-$1.65B Jack in the Box ($JACK) Q3 EPS $1.79 vs est. $1.49 on revs $269.5M vs est. $258.5M, same-store sales +10.2%, systemwide sales +10.6%, company-operated same-store sales +9.0%, sees FY21 capex $40M-$45M, FY22 capex $65M-$75M Leslie’s ($LESL) Q3 adj EPS $0.64 vs. est. $0.55; Q3 revs $596.54M vs. est. $570.37M; Q3 comparable sales growth of 23.9%; raises FY21 adjusted EPS view 80c-85c from 75c-80c (est. 77c) and boosts FY21 revs to $1.31B-$1.33B from $1.28B-$1.3B (est. $1.3B); Adjusted EBITDA of $179.3 million compared to $119.8 million in the prior year quarter, an increase of 49.7% MGM Resorts ($MGM) 2Q adj EPS ($0.13) vs est. ($0.30) on net revs $2.3B vs est. $2.28B, MGM China net revs $311Mm, LV Strip net revs $1.0B, regional net revs $856Mm Rent-A-Center ($RCII) 2Q adj EPS $1.63 vs est. $1.35 on revs $1.2B vs est. $1.14B, qtrly comps +16.6% led by e-comm; guides FY revs $4.55-4.67B vs est. $4.56B, sees Rent-A-Center segment revs $2.02-2.06B, sees FY adj EPS $5.90-6.40 vs est. $5.66; announces $250Mm repurchase auth Uber ($UBER) Q2 EPS $0.58 on revs $3.93B vs. est. $3.74B; Q2 gross bookings grew 114% yoy to $21.9 billion, or 104% on a constant currency basis, with Mobility Gross Bookings of $8.6 billion and Delivery Gross Bookings of $12.9 billion; Q2 Adj EBITDA Loss $509M vs. est. loss $324.5M; sees Q3 Adj EBITDA loss below $100M vs. est. loss $95.4M Wynn Resorts (WYNN) 2Q adj EPS ($1.12) vs est. ($1.61) on revs $990.1Mm vs est. $932.5Mm, Wynn Macau revs $184Mm, LV ops revs $355.1Mm ADT Inc. ($ADT) adj EPS ($0.07) vs est. $0.25 on revs $1.304B vs est. $1.28B; Gross recurring monthly revenue (RMR) additions grew 28%; end of period RMR of $352 million increased by 4%; solid customer retention with attrition at 13.3% Driven Brands ($DRVN) 12M share Secondary priced at $29.50 European Wax Center ($EWCZ)6M share IPO priced at $17.00 Weber ($WEBR) 18M (which was cut down from 46.8M) share IPO priced at $14.00 Energy APA Inc. ($APA) Q2 adj EPS $0.70 vs. est. $0.57’ Q2 revs $1.75B vs. est. $1.46B; qtrly adjusted production, which excludes Egypt noncontrolling interest and tax barrels, was 342,000 boe per day; at current strip prices, we expect to generate approximately $1.7B of free cash flow this year Earthstone Energy ($ESTE) files for offering of up to 6.2 mln shares of class a common stock by selling stockholders Marathon Oil ($MRO) Q2 EPS $0.22 vs. est. $0.15; Q2 revs $1.14B vs. est. $1.09B; Q2 oil-equivalent production of 348,000 net boed; raising 2021 full year oil-equivalent production guidance by 5,000 net boed; Q2 oil production of 170,000 net bopd; raised quarterly base dividend by 25% to 5c; raising the midpoint of its 2021 full year U.S. oil-equivalent production guidance by 5,000 net boed Warrior Met Coal ($HCC) 2Q adj EPS $0.25 vs est. ($0.18) on revs $227.4Mm vs est. $128.3Mm; not providing FY guide at this time Whiting Petroleum ($WLL) Q2 adj EPS $3.01 vs. est. $1.97; Q2 revs $352M vs. est. $244.27M; said generated net cash provided by operating activities of $183M and $111M in adjusted free cash flow during the quarter and over $200 million through six months; raises FY21 production view to 88-92 MBOE per day from 82-88 Financials Allstate Corp. ($ALL) Q2 adj EPS $3.79 vs. est. $3.04; Q2 revs $12.65B vs. est. $10.51B; announces new $5B repurchase program; 2Q Book Value Per Shr $86.33; Q2 Catastrophe Loss $952M; Q2 Property-Liability Premiums Earned $10.01B; 2Q Property-Liability Premiums Written $10.32B;2Q Property-Liability Combined Ratio 95.7 Fleetcor ($FLT) Q2 EPS $2.30 vs est. $2.94, adj EPS $3.15, on revs $667.4M vs est. $637.3M; its board increased its share repurchase authorization by$1B; sees Q3 adj EPS $3.35-$3.55 vs est. $3.36, and raised outlook for FY adj EPS to $12.80-$13 (est. $12.61) from $12.32-$12.88 and FY revs to $2.74B-$2.79B (est. $2.68B) from $2.6B-$2.7B Lemonade ($LMND) Q2 EPS loss (-$0.90) vs. est. loss (-$0.89); Q2 revs $28.2M vs. est. $26.8M; customer count increased by 48% to 1,206,172 yoy; premium per customer, defined as in force premium divided by customers, was $246 at the end of the second quarter, up 29% yoy; raises FY21 revenue view to $123M-$125M from $117M-$120M (est. $118.94M); narrows FY21 adjusted EBITDA view to ($173M)-($169M) from ($173M)-($163M) Lincoln National ($LNC) Q2 adj operating EPS $3.17 vs. est. $2.35; Q2 revs $4.85B vs. est. $4.72B; Reports book value per share, including AOCI, of $115.00, up 7%; BVPS, excluding AOCI, of $75.45, up 9% MetLife ($MET) announces new $3B share repurchase authorization; Q2 adj EPS $2.37 vs. est. $1.57; Q2 revs $18.52M vs. est. $15.77B; qtrly premiums, fees & other revenues $11.22 bln vs $10.49 bln; qtrly net investment income $5.28 bln vs $4.09 bln; book value of $75.86 per share at qtr-end, down 4% from $78.65 per share at June 30, 2020 RE/MAX Holdings ($RMAX) 2Q adj EPS $0.63 vs est. $1.31 on revs $77.2Mm vs est. $76.4Mm; guides 3Q revs $86.5-91.5Mm vs est. $79.1Mm; sees FY revs $321-336Mm vs est. $308.7Mm Western Union (WU) Q2 adj EPS $0.48 vs. est. $0.47; Q2 revs $1.3B vs. est. $1.26B; reaffirms FY21 adj EPS view $2.00-$2.10 vs. est. $2.06; reaffirms FY21 revenue growth view mid-to-high single digits; Consumer-to-Consumer (C2C) transactions increased 15% in the quarter, while revenues increased 15% on a reported basis, or 12% constant currency. Robinhood ($HOOD) filed with the SEC a prospectus related to the offer and sale from time to time of up to 97,876,033 shares of Class A common stock of Robinhood Markets, Inc. by certain selling stockholders

AMC 2/18 - $TTD $ROKU $APPN $AMAT $BIGC $CPRT $EVBG $GLOB $PLNT $QDEL

$QDEL Said to Weigh Combination with $QGEN

$QDEL Said to Weigh Combination with $QGEN

292 $QDEL FEB2021 $240 Cs bought 9.61

292 $QDEL FEB2021 $240 Cs bought 9.61

how QDEL flow @dros

Sold $QDEL at 162.75 from 156; just in case market is doing down here

$QDEL is ripping

$QDEL now at 163.43 from my 156; moving stop up to 161

Long $QDEL from premarket per plan at 156; will sell hopefully at 167 based on an ATR function

Main focus will be $QDEL; it has an ATR of 16.76, however, last few sessions price has only moved about 6 points; looking for a range expansion up or down

Covered $QDEL 156.96

ss a little something on $QDEL at 157.66

watching $QDEL for any big movements like yesterday

$QDEL impressive recovery