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The Market In 5 Minutes: Huge FDA News, Major Mid-Week M&A

AZNCF, M, BAYRY, SRPT, FFIV, GILD, NVO, PTCT

Below is a tool used by the Benzinga News Desk each trading day -- it's a look at everything happening in the market, in five minutes. Apply for daily AM access by clicking here or email minutes@benzinga.com.

Macro Focus

U.S. stock futures traded higher in early pre-market trade. Futures for the Dow Jones Industrial Average rose 14 points to 18,023.00, while the Standard & Poor’s 500 index futures gained 2 points to 2,124.25. Futures for the Nasdaq 100 index rose 8.50 points to 4,732.50.

Oil prices traded higher as Brent crude futures rose 0.30 percent to trade at $47.24 per barrel, while US WTI crude futures also rose 0.37 percent to trade at $45.65 a barrel.

  • Data on import and export prices for August will be released at 8:30 a.m. ET.
  • The Energy Information Administration’s weekly report on petroleum inventories is schedule for release at 10:30 a.m. ET.

BZ News Desk Focus

Dr. Ron Farkas has left the U.S. Food & Drug Administration, people familiar with the matter told Benzinga. Farkas was the most vocal critic of Sarepta's (NASDAQ: SRPT) eteplirsen, although there were other FDA members who agreed there was little efficacy for the drug.

Click here to read everything you need to know form yesterday's Delivering Alpha event.

Sell-Side Themes

Exane BNP Paribas downgraded GlaxoSmithKline (NYSE: GSK) and AstraZeneca (NYSE: AZN), and upgraded Novo Nordisk (NYSE: NVO).

Sell-Side's Most Noteworthy Calls

  • Morgan Stanley downgraded Coach (NYSE: COH) to Underweight.
  • Citi upgraded Macy's (NYSE: M) to Buy.
  • Oppenheimer upgraded F5 Networks (NASDAQ: FFIV) to Outperform.
  • Raymond James started Aerie Pharmaceuticals (NASDAQ: AERI) at Strong Buy.

Deal Talk

Bayer (OTC: BAYRY) won over Monsanto's (NYSE: MON) management with a $128 per-share cash offer to acquire the global seed market leader, a person familiar with the matter told Reuters, in a move to command more than a quarter of the combined world market for seeds and pesticides.

Vitae Pharma (NASDAQ: VTAE) will be purchased by Allergan (NYSE: AGN) for $21 per share in cash.

In The News

In his first solo appearance on the campaign trail Tuesday, President Barack Obama accused Republican nominee Donald Trump of adopting authoritarian Russian President Vladimir Putin as his “role model.”

One week into the NFL season and so far the league isn't celebrating as loudly as in past years. Ratings for the inaugural editions of "Thursday Night Football," "Sunday Night Football" and "Monday Night Football" are all down.

Blogosphere

Fractional Reserve Banking : After banks create money through lending, can they call on a central bank to send them cash? How is this done?

Trending

MON UVXY HLF SRPT YELP ASHR COH CXRX CRBP ED GOOG APC NFLX

Guess This Chart

  • This company conceivably got good news for one of their main products on Tuesday night.
  • The stock currently has Buy ratings at Needham, Wedbush, and Oppenheimer, and Sell ratings at SunTrust Robinson, Jefferies, and JMP Securities.
  • Sympathy plays include Gilead Sciences (NASDAQ: GILD), PTCT Therapeutics (NASDAQ: PTCT) and Vertex Pharmaceuticals (NASDAQ: VRTX).


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