$Theravance Biopharma (TBPH.US)$ Viatris And Theravance Biopharma Announce Top-Line Results From Yupelri Phase III Trial In China For The Treatment Of Chronic Obstructive Pulmonary Disease
Moomoo 24/7· 3 mins ago

Seth Klarman’s 13F portfolio value decreased from $6.13B to $5.85B this quarter.
Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com.
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
New Stakes:
$Skyworks Solutions (SWKS.US)$ and $Jazz Pharmaceuticals (JAZZ.US)$
Stake Disposals:
$Meta Platforms (META.US)$
...

Gapping up
In reaction to earnings/guidance:
• $AutoZone (AZO.US)$ +2.7%, $Jacobs Engineering (J.US)$ +0.9% (reaffirms Q4 EPS and adjusted EBITDA guidance)
Other news:
• $Purple Innovation (PRPL.US)$ +32.6% (confirms it received an unsolicited, non-binding proposal from Coliseum Capital Management to acquire all of the outstanding capital stock of Purple for $4.35 per share)
• $KnowBe4 (KNBE.US)$ +24.9% (received a non-binding proposal f...

$FedEx (FDX.US)$ – FedEx remains on watch after plunging 21.4% in Friday’s trading following an earnings warning, its biggest-ever one-day decline.
$NCR Corp (NCR.US)$ – NCR slid another 1.3% in the premarket on top of a 20.3% plunge Friday after Morgan Stanley downgraded the stock to “equal-weight” from “overweight.” The Friday decline followed news that NCR would separate into two separate companies, and Morgan Stanley said any unlocking of value from that move may take a long time to play out....

Gainers:
• $Theravance Biopharma (TBPH.US)$ +15.9% (TBPH to sell all of its units in Theravance Respiratory to RPRX for over $1.5 bln)
• $Amryt Pharma (AMYT.US)$ +11.9% (FDA grants Orphan Drug Designation to Mycapssa for the treatment of Carcinoid Syndrome)
• $Green Brick Partners (GRBK.US)$ +7.3% (to join S&P SmallCap 600)
• $TransGlobe Energy (TGA.US)$ +6.9% (Transglobe Energy to be acquired by VALLCO Energy (EGY) in stock-for-stock...

$Theravance Biopharma (TBPH.US)$  good news watching this as well