TMT Daily Focus List: Weekly Watchlist (Sept 8th-Sept 12th)
- Weekly Watchlist Report 9/2-9/5, 2025 -
Market Focus
QQQ Trust - Watching the area around $575/$576 closely as if bulls give support at or above this area the index could see a significant move higher develop, but don’t forget there is a critical CPI print on Thursday which could be a news release that creates a pivotal move in markets.
News & Events
ALKS - The Alkermes Vibrance 1 study shows that Alixorexton effectively reduces cataplexy rates, with over 40% of patients experiencing a complete reduction. It is the first Orexin 2 receptor agonist to deliver significant and meaningful improvements in wakefulness, cognition, and fatigue with once-daily dosing across various doses. Alixorexton was also well-tolerated at all tested doses.
DNTH - Dianthus Therapeutics reveals Claseprubart Phase 2 results, highlighting a convenient, single, self-administered subcutaneous autoinjector dosage every two weeks for gMG.
Claseprubart 300mg and 600mg Q2W doses both achieved statistically significant and clinically meaningful improvements in Myasthenia Gravis Activities of Daily Living (MG-ADL) and Quantitative Myasthenia Gravis (QMG) scores at Week 13
Claseprubart demonstrated a rapid and sustained onset of action, with both doses achieving statistically significant improvements in MG-ADL and QMG scores at Week 1
Claseprubart 300mg Q2W dose was also statistically significant and clinically meaningful across other key efficacy endpoints, including Minimal Symptom Expression (MSE), Myasthenia Gravis Composite (MGC) Score and the Myasthenia Gravis Quality of Life Scale (MG-QoL-15r)
Both 300mg and 600mg doses of claseprubart were comparable across key efficacy endpoints, supporting its target product profile of a single, convenient 300mg/2mL self-administered, subcutaneous autoinjector dosed once every two weeks
Claseprubart had a favorable safety profile with no related serious infections, clinical symptoms of emergent autoimmune disease, or drug-related serious adverse events or discontinuations, supporting its target product profile of no Boxed Warning or REMS for meningococcal infections
Phase 3 gMG trial evaluating 300mg/2mL Q2W and Q4W vs. placebo anticipated to initiate in 2026
Investor conference call and webcast to be held today, September 8, 2025 at 8:00 a.m. ET
HOOD - Robinhood shares are trading higher following Friday's news that it will be included in the S&P 500.
APP - Applovin shares are climbing after news broke that the stock will be added to the S&P 500.
QS - QuantumScape showcases a live demonstration of solid-state lithium-metal batteries powering an electric vehicle at the Volkswagen Group's press conference during IAA Mobility.
SATS - SpaceX, led by Elon Musk, acquires EchoStar Spectrum to revolutionize global satellite connectivity.
HSAI - On Friday, Hesai Group announced the launch of a global offering of 17 million Class B ordinary shares, featuring a dual primary listing on the Hong Kong Stock Exchange with a maximum offer price of HK$228 per share. Seeking to raise $500 million.
BABA - Alibaba leads $100 million investment in Chinese humanoid robot startup
PL - The company posted quarterly losses of $(0.03) per share, surpassing the analyst consensus estimate of $(0.04) by 28.57%. This marks a 50% improvement from the $(0.06) per share loss during the same period last year. Quarterly sales came in at $73.386 million, exceeding the analyst consensus estimate of $65.740 million by 11.63%. This represents a 20.12% growth compared to sales of $61.092 million in the same period last year.
Raises FY2026 sales outlook from $265 million-$280 million to $281 million-$289 million, compared to the $328.382 million estimate.
Sees Q3 revenue $71M-$74M, consensus $68.86M
Market Heavyweights - Mag 7
This is a watchlist to keep tabs on stocks with heavy weightings in the indexes. Good to have on a watchlist and monitor their movements as they correlate with the major averages.