Core Insights - TuHURA Biosciences presented new scientific evidence at the 67th American Society of Hematology Annual Meeting, highlighting the role of Delta Opioid Receptor (DOR) in modulating the immunosuppressive capabilities of Myeloid-Derived Suppressor Cells (MDSCs) and Tumor-Associated Macrophages (TAMs) [1][2][3] Group 1: DOR and MDSCs - DOR is expressed on MDSCs, and its inhibition reduces their immune suppressing capabilities by downregulating multiple genes associated with immunosuppression [1][2] - Pharmacological antagonism of DOR has been shown to reverse T cell suppression, indicating that DOR may serve as a novel target for reprogramming MDSC-induced immunosuppression in the tumor microenvironment [2][4] Group 2: DOR and TAMs - DOR is also expressed on TAMs, and targeting DOR can potentially reverse TAM-mediated T cell suppression, which may help overcome resistance to checkpoint inhibitors and other cancer immunotherapies [1][3] - The study indicates that the tumor microenvironment induces DOR upregulation in TAMs compared to peripheral macrophages, suggesting a promising strategy for reprogramming these suppressive cells [3][4] Group 3: Company Developments - TuHURA has developed a library of highly selective DOR antagonists and is advancing its first-in-class immune-modulating bi-functional, bi-specific antibody drug conjugates (ADCs) [4][5] - The lead ADC candidate is expected to consist of a DOR inhibitor conjugated to a VISTA inhibiting antibody, aiming to alleviate the immunosuppressive tone of the tumor microenvironment and enhance T cell activity [4][5][6] Group 4: Clinical Trials and Future Directions - TuHURA has initiated a Phase 3 trial for its innate immune agonist, IFx-2.0, as an adjunctive therapy to Keytruda for advanced or metastatic Merkel Cell Carcinoma [6][7] - The company is also developing TBS-2025, a VISTA inhibiting mAb asset, which is moving into Phase 2 development for mutNPM1 r/r AML [7]

Group 1 - Target has experienced significant stock value decline, losing a third of its value in 2025 and nearly half over the past five years [1][2] - The company is facing challenges such as declining market share and three consecutive years of negative same-store sales [2][10] - Analysts are cautiously optimistic about a potential turnaround in 2026, expecting a 2% increase in net sales and a 5% rise in earnings per share [9] Group 2 - Target maintains its status as a Dividend King, having raised its quarterly distributions for 55 consecutive years, currently yielding 5% [5][6] - The appointment of Michael Fiddelke as the new CEO is seen as a critical change, with expectations for a turnaround strategy [7][8] - Cost-saving measures, including layoffs, are being implemented, but long-term success will depend on reconnecting with shoppers [10]

Core Insights - Target Corporation (NYSE:TGT) is facing challenges due to customers reducing discretionary spending amid elevated inflation, impacting its core categories like housewares and apparel [3] - The company has announced plans to eliminate 1,800 corporate jobs to regain growth after approximately four years of stagnant sales [4] - Despite these challenges, Target's digital sales are performing well, with a 2.4% increase in digital comparable sales and a 35% rise in same-day services linked to its membership program [5] - Target has a strong history of dividend payments, having increased its dividends for 54 consecutive years [5] Financial Performance - RBC Capital has lowered Target's price target from $107 to $99 while maintaining an Outperform rating, indicating that the company's results were largely in line with expectations [2] - The firm noted that initiatives discussed could help Target return to growth, although the path appears long and the level of reinvestment required remains unclear [2] Company Overview - Target Corporation is a large American retailer offering a wide variety of products, including groceries, clothing, electronics, and household goods, through both physical stores and an online platform [6]

This retailer is deeply out of favor right now, but a significant part of that is driven by consumers' concerns over rising costs.Inflation is usually pretty insidious, slowly eroding the purchasing power of your dollars. But occasionally, inflation intensifies to the point where it becomes an openly discussed problem.This occurred following the COVID-19 pandemic, and the concern about rising costs persists to this day, with consumers adjusting their buying habits accordingly. That's bad news for Target's ( ...

Core Viewpoint - As the holiday season approaches, investors are advised to review their portfolios and consider dropping underperforming stocks before the end of the year [1] Group 1: Target Inc. - Target has struggled in 2025, consistently missing expectations despite resilient consumer spending [2] - The company reported a 2.7% decline in comparable sales for fiscal Q3 2026 and lowered its full-year EPS guidance to $7 to $8 per share [2] - Analysts have issued 11 price reductions for Target's stock following its recent conference call, indicating a lack of confidence in its recovery [2][4] Group 2: Deere and Co. - Deere has faced significant challenges due to the trade war, with an expected tariff headwind of over $1.2 billion before taxes in 2026 [5] - Despite beating revenue and EPS estimates in fiscal Q4 2025, the company provided muted guidance due to ongoing sales headwinds [5][7] - The stock has struggled to gain momentum, facing resistance at the 200-day SMA and showing signs of declining momentum [7] Group 3: Tesla Inc. - Tesla's stock is highly volatile, trading at over 300 times earnings and facing declining vehicle sales in Europe and competition in China [8] - The expiration of the EV tax credit and lower emission standards in the U.S. are additional headwinds for the company [8] - Technical indicators suggest that Tesla shares may be approaching a new resistance level, with potential downside if they fail to break through [10] Group 4: United Parcel Service Inc. - UPS is facing challenges from tariff policies and a significant drop in volume from Amazon, which was down over 21% in Q3 [11] - Despite beating earnings expectations, the company provided tepid guidance, indicating ongoing struggles [11][13] - The stock has encountered resistance at the 200-day SMA, with multiple technical signals pointing to potential downside [13] Group 5: Vistra Corp. - Vistra reported a significant earnings miss for Q3 2025, missing revenue projections by over 23% [14] - The company is facing pressure from volatile natural gas prices and currently trades at high valuation multiples [14][16] - Technical indicators show a bearish trend, with the stock dipping below the 50-day SMA and a potential plunge below the 200-day SMA looming [16]

Group 1 - DocuSign Inc's shares have decreased by 6.5%, trading at $66.46, despite reporting adjusted third-quarter earnings of $1.01 per share and revenue of $818.40 million, both exceeding analyst expectations [1] - The company raised its full-year sales guidance, but some analysts, including Wedbush, view the outlook as "conservative" [1] - Following the earnings report, four brokerages, including UBS, Wedbush, and Wells Fargo, reduced their price targets for the stock from $85 to $75, reflecting skepticism as 14 out of 19 brokerages maintain a "hold" rating [1] Group 2 - DocuSign is experiencing its worst single-day percentage loss since September, ending a three-day winning streak, and has dropped over 26% year-to-date, previously hitting a 52-week low of $63.41 [2] - The stock's rallies have been constrained by resistance at the 60-day moving average [2] Group 3 - There has been an increase in the popularity of put options, with the 10-day put/call volume ratio ranking higher than 89% of readings from the past year [3] - Today's trading activity shows 15,000 calls and 16,000 puts have been executed, which is 14 times the typical volume for this time [4] - The most active contract is the expiring weekly 12/5 65-strike put, indicating new positions are being opened [4]

Core Insights - White Brook Capital Partners reported that the US economy showed resilience in Q3 2025, with growth driven by high-end consumer spending and significant investments in artificial intelligence [1] - The Small Cap Absolute Growth Strategy model portfolio performed well, exceeding expectations, while value-oriented stocks underperformed [1] - The All-Cap Portfolio shifted focus to growth companies but remains overweight in value, leading to disappointing performance [1] Company-Specific Insights - Target Corporation (NYSE:TGT) had a one-month return of 0.38% and a 52-week loss of 30.82%, closing at $91.59 per share with a market capitalization of $41.618 billion on December 04, 2025 [2] - Target's new CEO is under scrutiny, with the company generating significant operating cash flow, which could be used for shareholder returns and an improved retail strategy [3] - Target is not among the 30 most popular stocks among hedge funds, with 52 hedge fund portfolios holding its stock at the end of Q3, down from 54 in the previous quarter [4]

Core Insights - Target is testing new methods for next-day delivery, including shifting fulfillment to less busy stores, opening a new overnight delivery facility, and utilizing gig workers for deliveries [2][3]. Group 1: Delivery Strategy - Target's strategy includes using less busy stores for fulfilling next-day orders, which has resulted in faster delivery and reduced costs [3]. - The new sortation center in Cleveland, operated by Ryder System, batches orders by neighborhood for delivery after stores pick and pack them [3]. - The company is leveraging its acquisition of Shipt to handle some deliveries, aiming to provide multiple delivery options for customers [4]. Group 2: Competitive Landscape - Target's approach to fulfilling online orders through its stores helps streamline inventory and cut shipping costs, similar to strategies employed by competitors like Amazon and Walmart [5]. - Retail giants are increasingly building in-house delivery networks to control the logistics from order to doorstep, which is seen as a critical competitive factor [6]. - Target reported a 150% increase in next-day deliveries due to its sortation centers in 2023 [6].

Core Viewpoint - Emerging Growth Research reaffirms a Buy-Emerging rating for OSR Holdings, Inc. with a 12-month price target of $10.00, indicating a potential upside of approximately 1,487% from the closing price of $0.63 on December 3, 2025 [2][3]. Licensing Agreement - OSR Holdings has announced a major non-binding licensing term sheet with BCM Europe AG valued at $815 million for the global development and commercialization of VXM01, an oral T-cell immunotherapy program [3][6]. - The agreement includes an initial upfront payment of $20 million expected in 2026, along with significant milestone payments [6]. Strategic Implications - The licensing agreement is seen as a significant milestone for OSR Holdings, validating the management's strategic vision and execution capabilities [3][6]. - The likelihood of completing a definitive licensing agreement has increased due to BCME's formation of a fund structure and accelerated exclusivity timelines [6]. Financial Outlook - The licensing deal is expected to generate meaningful cash flow starting in 2026, addressing previous investor concerns regarding cash burn and share dilution [6]. - The potential expansion of the BCME partnership to include additional oncology assets could provide further valuation upside through a multi-asset licensing structure [6]. Market Recovery - OSR Holdings shares have recovered from early 2025 lows caused by market maker disputes and other issues unrelated to the company's fundamentals, but they remain heavily discounted relative to their intrinsic value [6].

Exclusive: Target is shifting some online-order fulfillment to less-busy stores, among other methods to speed up delivery and improve the in-store experience https://t.co/CN4owBAYs6 ...