In today’s briefing:
- [US Nat Gas Options Weekly 2025/07] Henry Hub Rises on Cold Weather and Declining Storage
- Cytokinetics Back In The Spotlight Amid Fresh Takeover Speculation: Why Big Pharma May Be Eyeing This Biotech Gem?
- Papa John’s Takeover Bid? Why This Pizza Chain Could Be A Prime Target For Irth Capital!
- [US Crude Oil Options Weekly 2025/07] WTI Falls for Fourth Consecutive Week on Tariff Concerns
- Anterix’s Strategic Review Sparks Acquisition Speculation: Is a Buyout on the Horizon?
- RANI: Impressive Bioavailability for RT-116
- Encompass Health Corporation: An Insight Into Its Strategic Construction
- Arcutis Biotherapeutics Attracting Takeover Speculation Amid Explosive Growth: What Is It Worth?
- First Quantum Minerals (FM CN): Better Than Expected Results, But Cobre Panama Arbitration Delayed
- WK Kellogg Surges on Ferrero Takeover Speculation – Is a Deal on the Horizon?
[US Nat Gas Options Weekly 2025/07] Henry Hub Rises on Cold Weather and Declining Storage
- For the week ending 14/Feb, U.S. natural gas prices gained 12.6% on the back of colder weather forecasts, rising LNG exports, and falling inventories.
- Henry Hub Put/Call volume ratio dropped to 0.66 from 1.33 (07/Feb) the previous week as call volumes surged by 102.1% WoW, while put volumes inched down by 0.2%.
- Henry Hub OI PCR rose to 0.98 from 0.97 (07/Feb) last week. Call OI rose by 5.2% WoW, while put OI increased by 6.5%.
Cytokinetics Back In The Spotlight Amid Fresh Takeover Speculation: Why Big Pharma May Be Eyeing This Biotech Gem?
- Cytokinetics Inc. reported its third quarter 2024 results, highlighting significant developments across its pipeline and commercial readiness efforts.
- A notable achievement was the completion of the rolling submission and the new drug application to the FDA for aficamten, a cardiac myosin inhibitor targeting obstructive hypertrophic cardiomyopathy (HCM).
- This represents a key milestone in Cytokinetics’ efforts to bring potentially transformative therapies to market.
Papa John’s Takeover Bid? Why This Pizza Chain Could Be A Prime Target For Irth Capital!
- Papa John’s International recently announced their third-quarter 2024 financial results, delineating a mixedperformance.
- The company’s primary focus is set on improving execution, profitability, and sustainable shareholder value.
- Todd Penegor, the recently appointed President and CEO, along with a restructuring inthe leadership team, emphasizes a strategic drive toward refining product propositions, marketing strategies, and technology infrastructure.
[US Crude Oil Options Weekly 2025/07] WTI Falls for Fourth Consecutive Week on Tariff Concerns
- WTI futures fell by 0.4% for the week ending 14/Feb, marking its fourth straight weekly drop. Prices fell due to trade policy uncertainty and rising crude inventories.
- WTI options Put/Call volume ratio fell to 0.94 from 1.18 (07/Feb) last week, as call volume rose by 23.6% WoW while put volume dropped by 1.6%.
- WTI OI PCR fell to 0.96 from 0.98 last week. Call OI dropped by 16.9% WoW, while put OI decreased by 20.1%.
Anterix’s Strategic Review Sparks Acquisition Speculation: Is a Buyout on the Horizon?
- Anterix has showcased notable developments in its fiscal third quarter of 2025 that have implications for prospective and current investors.
- The company has announced a $13.5 million expansion agreement with the Lower Colorado River Authority, which expanded Anterix’s 900-megahertz broadband spectrum coverage in Texas.
- This expansion is a testament to Anterix’s growing scale and its penetration into utility communications solutions, covering a substantial geographic footprint across 15 states, surpassing U.S. Cellular in coverage.
RANI: Impressive Bioavailability for RT-116
- Rani is a clinical-stage biotherapeutics company developing the ingestible robotic RaniPill (RP) that enables oral delivery of biologics & other large molecules.
- Its pipeline features clinical assets RT-102 (teriparatide for osteoporosis) & RT-111 (ustekinumab for psoriasis).
- Both programs have completed Ph1 trials characterizing safety tolerability & pharmaco-kinetics.
Encompass Health Corporation: An Insight Into Its Strategic Construction
- Encompass Health Corporation concluded its fourth quarter of 2024 with a robust financial performance, emphasizing strategic growth and improved patient care metrics.
- The company reported a 12.7% increase in revenue for the quarter, reaching $1.4 billion, alongside a 13.6% rise in adjusted EBITDA to $289.6 million.
- Key metrics contributing to this growth were the 7.8% increase in discharges and a 4.2% rise in net revenue per discharge.
Arcutis Biotherapeutics Attracting Takeover Speculation Amid Explosive Growth: What Is It Worth?
- Arcutis Biotherapeutics’ latest financial results show a mix of strategic execution and market opportunity, underpinned by the performance of its ZORYVE portfolio.
- The company’s Q3 2024 results highlighted substantial sales growth, reflecting a year-over-year increase of 452% and a sequential quarterly rise of 45%, bringing net product revenue to $44.8 million.
- This growth is underpinned by the expansion of ZORYVE’s indications, now covering psoriasis, seborrheic dermatitis, and atopic dermatitis.
First Quantum Minerals (FM CN): Better Than Expected Results, But Cobre Panama Arbitration Delayed
- Total copper production, excluding Cobre Panamá, was 431,000 tonnes—14% higher than the previous year and exceeding guidance of 420,000 tonnes. Gold production also surpassed guidance at 139,000 ounces.
- Management believes the ICC’s five-month arbitration delay for the Cobre Panama mine, now set for February 2026, is unlikely to affect the pace of negotiations.
- The company trades at an EV-EBITDA of 9.4x, which is more expensive than some of its peers. However, Cobre Panama’s option value materializing makes it attractive (4.7x EV-EBITDA).
WK Kellogg Surges on Ferrero Takeover Speculation – Is a Deal on the Horizon?
- The WK Kellogg Company recently reported its fourth-quarter and full-year 2024 financial results with notable highlights and areas for investor consideration.
- On the positive side, the company successfully progressed its strategic priorities, notably modernizing its supply chain and developing its standalone operating infrastructure following its separation from Kellanova.
- This has already led to improved supply chain performance, with increased operational efficiency and a boost to gross margins, which grew by 90 basis points to 29.8% for the year.
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