Report
Wedbush Research

Wedbush Morning Call - Jun 06 2019 1:23AM

Underlyings
Alphabet Class A

Alphabet is a holding company. The company has two segments: Google and Other Bets. Google includes the company's main products such as Ads, Android, Chrome, Google Cloud, Google Maps, Google Play, Hardware (including Nest), Search, and YouTube. The company provides a range of products across screens and formats. Also, the company delivers both performance advertising and brand advertising. Other Bets includes businesses such as Access, Calico, CapitalG, GV, Verily, Waymo, and X. Other Bets primarily engages in the sale of internet and TV services through Access as well as licensing and research and development services through Verily.

Amazon.com Inc.

Amazon.com serves consumers through its online and physical stores. The company also manufactures and sells electronic devices, including Kindle e-readers, Fire tablets, Fire TVs, and Echo devices, and the company develops and produces media content. The company provides programs that enable sellers to grow their businesses, sell their products in its stores, and fulfill orders through the company The company serves developers and enterprises of various sizes, including start-ups, government agencies, and academic institutions, through its Amazon Web Services segment, which provides a set of global compute, storage, database, and other service offerings. In addition, the company provides services, such as advertising.

American Eagle Outfitters Inc.

American Eagle Outfitters is a multi-brand retailer. The company operates retail stores and online at www.ae.com and www.aerie.com. The company provides a range of apparel and accessories for men and women under the American Eagle Outfitters brand, and intimates, apparel and personal care products for women under the Aerie brand. The company operates stores in the U.S., Canada, Mexico, Hong Kong, and China. The company also has license agreements with third-parties to operate American Eagle Outfitters and Aerie stores throughout Asia, Europe, India, Latin America and the Middle East. The company also operates two other brands, Tailgate, a vintage, sports-inspired apparel brand, and Todd Snyder New York, a menswear brand.

Anaptys Bio

AnaptysBio is a clinical stage biotechnology company developing antibody product candidates. The company's programs, ANB020 and ANB019, neutralize therapeutic targets that are genetically related to inflammatory disorders in humans. ANB020 inhibits the activity of the interleukin-33 cytokine for the treatment of moderate-to-severe adult atopic dermatitis, severe adult peanut allergy and severe adult eosinophilic asthma. ANB019 inhibits the interleukin-36 receptor for the treatment of rare inflammatory diseases including generalized pustular psoriasis and palmo-plantar pustular psoriasis. The company's pipeline includes checkpoint receptor agonist antibodies for the treatment of certain autoimmune diseases.

Aravive

Aravive is an endocrine-focused biopharmaceutical company that engaged in developing a long-acting form of recombinant human growth hormone (rhGH), somavaratan (VRS-317), for growth hormone deficiency (GHD), an orphan disease that affects pediatric and adult patients. Somavaratan is a fusion protein consisting of rhGH and a proprietary half-life extension technology known as XTEN?. Somavaratan includes a long N-terminal XTEN sequence, XTEN1, which is added to rhGH as a fusion protein, increasing the hydrodynamic size of the rhGH and thereby reducing glomerular filtration. A C-terminal XTEN sequence, XTEN2, is also added to reduce receptor mediated clearance by decreasing receptor binding.

Arcus Biosciences

Arcus Biosciences is a clinical-stage biopharmaceutical company. Through its subsidiary, the company is engaged in developing and commercializing cancer immunotherapies in the United States. The company is developing various products for treating solid tumors, including AB928, an adenosine receptor antagonist that is in Phase I clinical trial; AB680, a CD73 inhibitor; AB122, an anti-PD-1 antibody that is Phase I clinical trial; and AB154, an anti-TIGIT antibody.

Beazer Homes USA Inc.

Beazer Homes USA is a homebuilder. The company's homebuilding operations consist of the design, sale, and construction of single-family and multi-family homes in Arizona, California, Nevada, Texas, Indiana, Maryland/Delaware, Tennessee, Virginia, Florida, Georgia, North Carolina, and South Carolina. The company acts as the general contractor for the construction of its new home communities. The company's project development activities are controlled by its operating divisions whose employees supervise the construction of each new home community by coordinating the activities of subcontractors and suppliers, subjecting their work to quality and cost controls and ensuring compliance with zoning and building codes.

BJ's Restaurants Inc.

BJ's Restaurants operates in the casual dining segment of the restaurant industry. The company owns and operates restaurants located in Alabama, Arizona, Arkansas, California, Colorado, Florida, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington. The company's primary menu includes its signature deep-dish pizza, its proprietary craft and other beers, as well as a selection of appetizers, entrees, pastas, burgers and sandwiches, salads and desserts, including its made to order, pizza cookie dessert, Pizookie?.

Blueprint Medicines

Blueprint Medicines is a biopharmaceutical company focused on developing medicines for patients with genomically defined cancers and rare diseases. The company's drug candidates are: avapritinib, its key drug candidate, which is an orally available and selective inhibitor that targets KIT and PDGFRa mutations; BLU-554, an orally available and selective inhibitor that targets FGFR4, a kinase that is aberrantly activated in a defined subset of patients with hepatocellular carcinoma, a type of liver cancer; and BLU-667, which targets RET, a receptor tyrosine kinase that is abnormally activated by mutations or translocations, and RET resistance mutations.

Century Communities

Century Communities is engaged in the development, design, construction, marketing and sale of single-family attached and detached homes in metropolitan areas in the States of California, Colorado, Georgia, Nevada, North Carolina, South Carolina, Tennessee, Texas, Utah, and Washington. In several of its projects, in addition to building homes, the company is responsible for the entitlement and development of the underlying land. The company's homebuilding operations are organized into the following four reportable segments based on the geographic regions in which the company operates: West, Mountain, Texas and Southeast.

Cloudera

Cloudera develops the platform for machine learning and analytics, for the cloud. The company's hybrid open source software model incorporates the open source with its proprietary software to form a platform. This platform delivers a suite of capabilities for data management, machine learning and analytics Cloudera Enterprise is the company's machine learning and analytics platform with data processing and analytics for the cloud. The company primarily provides subscriptions for the following five editions of its software platform including: Cloudera Enterprise Data Hub, Cloudera Data Science and Engineering, Cloudera Operational DB, Cloudera Analytic DB, and Cloudera Essentials.

CytomX Therapeutics

CytomX Therapeutics is clinical-stage, oncology-focused biopharmaceutical company with a class of investigational antibody therapeutics based on its Probody? technology platform the treatment of cancer. The company uses its platform to create proprietary cancer immunotherapies against clinically-validated targets, as well as to develop cancer therapeutics difficult-to-drug targets, such as CD166. The company's key product candidate is CX-072, a wholly owned Probody therapeutic targeting programmed cell death ligand 1, a clinically and commercially validated anti-cancer target. The company's second key product candidate is CX-2009, a wholly owned Probody Drug Conjugate against CD166, a tumor antigen.

Epizyme Inc

Epizyme is a clinical stage biopharmaceutical company that is focused on the treatment of cancer and other diseases through discovering, developing, and commercializing epigenetic medicines. The company is developing its primary product candidate, tazemetostat, an oral selective inhibitor of the EZH2 histone methyltransferase in a range of cancer types and settings, and developing the primary development candidate in its G9a program, EZM8266, for the treatment of sickle cell disease. The company also has a pipeline of drug discovery programs that target its other chromatin modifying proteins. These programs are directed to specific cancers, including both hematological malignancies and solid tumors.

Five Prime Therapeutics Inc

Five Prime Therapeutics is a clinical-stage biotechnology company focused on discovering and developing protein therapeutics. The company's product candidates are: Cabiralizumab (FPA008), an antibody that inhibits colony stimulating factor-1 receptor that the company is studying in clinical trials as a monotherapy in pigmented villonodular synovitis and in multiple cancers; FPA144, which is an antibody that inhibits fibroblast growth factor receptor 2b that the company is developing to treat patients with gastric (stomach) or gastroesophageal junction, cancer and bladder cancer; and FPA150 is a CD8 T cell checkpoint inhibitor antibody that targets B7-H4 that the company is developing as a monotherapy in multiple cancers

G1 Therapeutics

G1 Therapeutics is a clinical-stage biopharmaceutical company focused on the discovery, development and commercialization of novel small molecule therapeutics for the treatment of cancer. The company's product pipeline includes: trilaciclib, a short-acting cyclin-dependent kinases (CDK) 4/6 inhibitor which is developing to be administered intravenously prior to chemotherapy; G1T38, a potential oral CDK4/6 inhibitor, to be used in combination with other targeted therapies to treat multiple cancers; and G1T48, a potential oral Selective Estrogen Receptor Degrader which is in preclinical development stage for the treatment of ER-positive, or ER+, HER2- breast cancer.

Gap Inc.

The Gap is an apparel retail company. The company provides apparel, accessories, and personal care products for men, women, and children under the Old Navy, Gap, Banana Republic, Athleta, Intermix, and Hill City brands. The company has stores in the U.S., Canada, the U.K., France, Ireland, Japan, Italy, China, Hong Kong, Taiwan, and Mexico, and has franchise agreements with unaffiliated franchisees to operate Old Navy, Gap, and Banana Republic stores throughout Asia, Europe, Latin America, the Middle East, and Africa. Under these agreements, third parties operate stores that sell apparel and related products under the company's brand names.

Karyopharm Therapeutics

Karyopharm Therapeutics is a clinical-stage pharmaceutical company. The company is focused on the discovery, development, and commercialization of drugs directed against nuclear transport targets for the treatment of cancer and other diseases. The company has discovered and is developing small molecule Selective Inhibitors of Nuclear Export (SINE), compounds that inhibit the nuclear export protein (XPO1). The company's SINE compounds were the first oral XPO1 inhibitors in clinical development. The company is also focusing on commercializing its primary drug candidate, selinexor, as an oral agent in cancer indications with significant unmet clinical need, initially for hematologic malignancies.

L Brands

L Brands is a holding company. Through its subsidiaries, the company is a specialty retailer of women's intimate and other apparel, personal care, beauty and home fragrance products. The company sells its merchandise through company-owned specialty retail stores in the U.S., Canada, the U.K., Ireland and Greater China, and through its websites and other channels. The company's other international operations are primarily through franchise, license and wholesale partners. The company has three reportable segments: Victoria's Secret, Bath & Body Works and Victoria's Secret and Bath & Body Works International. The company operates the following retail brands: Victoria's Secret, PINK and Bath & Body Works.

MacroGenics

MacroGenics is a biopharmaceutical company focused on discovering and developing antibody-based therapeutics designed to modulate the human immune response for the treatment of cancer. The company has a pipeline of product candidates in human clinical testing that have been created primarily using its proprietary technology platforms, which also have applicability across other therapeutic domains, including autoimmune disorders and infectious disease. The company's primary clinical product candidate is margetuximab, a monoclonal antibody that targets human epidermal growth factor receptor 2-expressing tumors, including certain types of breast and gastroesophageal cancers.

Mersana Therapeutics

Mersana Therapeutics is a clinical stage biopharmaceutical company focused on developing antibody drug conjugates (ADCs) for cancer patients. The company's primary product candidate, XMT-1522, is a HER2-targeted ADC in a Phase 1 dose escalation study primarily in breast cancer patients as well as non-small cell lung cancer (NSCLC) and gastric cancer. The company's second product candidate, XMT-1536, is an ADC targeting NaPi2b, an antigen expressed in ovarian cancer and NSCLC.

Microsoft Corp.

Microsoft is a technology company. The company develops and supports software, services, devices, and solutions. The company's products include operating systems; cross-device productivity applications; server applications; business solution applications; desktop and server management tools; software development tools; and video games. The company also designs, manufactures, and sells devices, including personal computers, tablets, gaming and entertainment consoles, other devices, and related accessories. The company provides an array of services, including cloud-based solutions as well as solution support and consulting services. The company also delivers releavant online advertising.

Oracle Corp.

Oracle provides products and services that address all aspects of corporate information technology environments: application, platform and infrastructure. The company has three businesses: cloud and license, which markets, sells and delivers a range of applications, platform and infrastructure technologies through the company's cloud and license offerings; hardware, which provides a range of hardware products and hardware-related software products including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, and related hardware support; and services, which includes consulting services, support services and education services.

Replimune Group

Replimune Group is a clinical-stage biotechnology company focused on the development of oncolytic immunotherapies to treat cancer. The company uses its proprietary Immulytic platform to design and develop product candidates that are intended to maximally activate the immune system against solid tumors.

Sierra Oncology

Sierra Oncology is a clinical stage drug development company advancing targeted therapeutics for the treatment of patients with cancer. The company is focused on developing an emerging pipeline of next generation therapies that target the DNA Damage Response (DDR) network. The company's primary product candidate, SRA737, is an orally bioavailable small molecule inhibitor of Checkpoint kinase 1, which is a key regulator of cell cycle progression and the DDR replication stress response. The company is also advancing SRA141, a selective and orally bioavailable small molecule inhibitor of cell division cycle 7 kinase undergoing preclinical development.

Stemline Therapeutics Inc

Stemline Therapeutics is a biopharmaceutical company focused on discovering, acquiring, developing and commercializing oncology therapeutics. The company is developing three clinical stage product candidates: SL-401, SL-801, and SL-701. SL-401 is a targeted therapy directed to the interleukin-3 receptor, which exists on a range of malignancies and is being assessed in clinical trials of other indications including myelomonocytic leukemia and myelofibrosis and multiple myeloma. SL-801 is an oral, small molecule, reversible inhibitor of Exportin-1, a nuclear transport protein implicated in a range of malignancies. SL-701 is an immunotherapy designed to direct the immune system to attack brain cancer.

Sutro Biopharma

Sutro Biopharma is a clinical stage drug discovery, development and manufacturing company. The company focuses on creating protein therapeutics for cancer and autoimmune disorders through integrated cell-free protein synthesis platform, XpressCF. The company's product candidates include STRO-001, an antibody-drug conjugate (ADC) directed against the cancer target CD74 for multiple myeloma and non-Hodgkin lymphoma; and STRO-002, an ADC directed against folate receptor-alpha for patients with ovarian and endometrial cancers.

TCR2 Therapeutics

Urban Jakarta Propertindo

Urban Jakarta Propertindo Tbk PT Formerly known as Urban Jakarta Propertindo PT. PT Urban Jakarta Propertindo Tbk is an Indonesia based company primarily engaged in property development and management.

Willdan Group

Willdan Group is a holding company. Through its subsidiaries, the company provides technical and consulting services to utilities, private industry, and public agencies at all levels of government. The company operates four segments: Energy Efficiency Services, which provides energy efficiency and sustainability consulting services; Engineering Services, which provides civil engineering-related and city planning services, geotechnical and other engineering consulting services; Public Finance Services, which provides economic and financial consulting services; and Homeland Security Services, which provides national preparedness and interoperability services and communications and technology solutions.

Xencor

Xencor is a clinical-stage biopharmaceutical company focused on discovering and developing engineered monoclonal antibody therapeutics. The company has developed a proprietary XmAb? technology platform that it uses to develop antibody product candidates designed to treat autoimmune and allergic diseases, cancer and other conditions. The company has developed two stage product candidates: XmAb5871, which is being developed for autoimmune disease; and XmAb7195, which is being developed for asthma and allergic diseases. The company is also developing a pipeline of bispecific antibody candidates including, among others: XmAb14045, which is for the treatment of acute myeloid leukemia.

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Wedbush

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Wedbush Research

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