Specialty Pharma Stock Soars 60% on Acquisition Bid

March 20, 2025

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A specialty pharma stock is soaring 60% on a $330M buyout, an IT services giant is falling on weak bookings, and a Chinese ecommerce major is slipping as weak consumer spending weighs on sales. Here’s what you need to know before the market opens.

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What to Watch

Earnings:

  • Micron Technology, Inc. [MU]: Aftermarket

  • Nike, Inc. [NKE]: Aftermarket

  • FedEx Corporation [FDX]: Aftermarket

  • Lennar Corporation [LEN]: Aftermarket


  • TWFG, Inc. [TWFG]: Aftermarket

Economic Reports:

  • Initial jobless claims (Mar 15): 8:30 a.m.

  • Philadelphia Fed manufacturing survey (Mar): 8:30 a.m. 

  • Existing home sales: 10:00 a.m.

  • U.S. leading economic indicators: 10:00 a.m.

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Technology

Accenture Raises Revenue Forecast, But Shares Dip on Weak Bookings

Accenture (NYSE: ACN) reported second-quarter fiscal 2025 results that are above analyst expectations, but its shares are down 1% in premarket trading.

For Q2, Accenture’s earnings per share (EPS) are $2.82, slightly above the estimated $2.81.

Revenue is up 8.5% in local currency, reaching $16.7 billion and exceeding the projected $16.63 billion.

However, total bookings for the quarter fell 3.2% year-over-year to $20.9 billion, missing the expected $21.69 billion.

Notably, new bookings related to generative AI reached $1.4 billion.

Gross margin declined to 29.9% from 30.9% a year earlier, missing the forecasted 31.2%. Meanwhile, the operating margin improved to 13.5% from 13% in the same quarter last year.

For fiscal 2025, Accenture now anticipates EPS between $12.55 and $12.79, narrowing its previous range of $12.43 to $12.79. Analysts had forecasted $12.72.

The company also increased its revenue growth projection to 5%-7%, up from the prior 4%-7% range.

Operating margin expectations have been adjusted slightly to 15.6%-15.7%, down from the earlier 15.6%-15.8% range.

E Commerce

PDD’s Q4 Revenue Falls Short as Consumer Spending Remains Weak

PDD Holdings (NASDAQ: PDD), the parent company of Pinduoduo and Temu, reported fourth-quarter revenue that is short of market expectations, signaling continued sluggish consumer demand in China.

The company’s stock is down over 6% in premarket trading following the announcement.

For the quarter ending December 31, PDD posted revenue of 110.61 billion yuan ($15.27 billion), below analysts' projections of 115.38 billion yuan, according to LSEG data.

Despite deep discounts and government stimulus designed to encourage spending, economic uncertainty appears to be keeping Chinese consumers cautious.

Meanwhile, PDD’s net income improved, rising to 27.45 billion yuan from 23.28 billion yuan a year earlier.

The company continues to face strong competition from Alibaba and JD.com, both of which recently posted revenue figures that exceeded market forecasts.

PDD operates Pinduoduo within China and Temu globally.

While aggressive pricing strategies and promotions have drawn in some shoppers, the broader economic climate remains a challenge for growth.

The weaker-than-expected revenue report suggests that even with discounts and external economic support, Chinese consumers remain hesitant to increase discretionary spending, adding to concerns about recovery in the retail sector.

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Data Analytics

FactSet Beats Estimates, Reaffirms 2025 Growth Outlook

FactSet Research Systems (NYSE: FDS) posted second-quarter earnings that are higher than analyst expectations, while revenue is also slightly above forecasts.

However, the company narrowed its full-year guidance.

For the quarter ending February 28, FactSet reported adjusted earnings per share of $4.28, surpassing the consensus estimate of $4.21.

Revenue climbed 4.5% year-over-year to $570.7 million, slightly above the projected $570.13 million.

FactSet’s organic annual subscription value (ASV) increased 4.1% to $2.28 billion.

CEO Phil Snow reaffirmed the company’s midpoint target of 5% organic ASV growth for the fiscal year.

Looking ahead, FactSet now projects full-year revenue between $2.305 billion and $2.325 billion, tightening its prior forecast of $2.285 billion to $2.305 billion. Adjusted EPS guidance was refined to a range of $16.80 to $17.40.

CFO Helen Shan highlighted the company’s continued focus on cost management and efficiency while maintaining strategic investments.

During the quarter, FactSet repurchased 136,714 shares for $64.4 million, with $186.9 million remaining under its current buyback program as of February 28.

Movers and Shakers

OptiNose, Inc. [OPTN] - Last Close: $6.00

OptiNose, Inc., is an ENT-focused pharmaceutical company. Its lead product is Xhance, which targets chronic rhinosinusitis.

Shares of OptiNose are soaring 60% in premarket after the firm announced its acquisition by Paratek Pharmaceuticals in a deal worth up to $330 million.

My Take: The offer includes an upfront payment of $9 per share, a 50% premium to its last closing price, with potential for additional $14 per share. The stock has risen by a similar value in premarket. Keep a close eye on further announcements in this offer.

ProAssurance Corporation [PRA] - Last Close: $15.54

ProAssurance Corporation is a specialty insurer focused on medical professional liability coverage.

Its shares are surging 51% in premarket after ProAssurance announced a $1.3 billion buyout by The Doctors Co.

My Take: The deal values ProAssurance at $25 per share, a 60% premium to its last closing price. Its a huge positive for existing investors but the firm will become a fully owned subsidiary of The Doctors Co, so there isn’t much for new investors.

CIMG Inc. [IMG] - Last Close: $0.48

CIMG Inc. is a consumer goods company specializing in food and beverages.

Its shares are rising in premarket after CIMG announced a Business Cooperation Intent Agreement with Shanghai Huomao Cultural Development Co., Ltd., acquiring a 51% stake in Huomao, a premium Chinese liquor brand.

My Take: The acquisition gives CIMG exposure to China’s premium liquor market, a lucrative and growing sector. Keep a close watch on this stock as the deal progresses.

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Everything Else

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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