Core Insights - Rippling, an HR software startup, raised $450 million in Series G funding, achieving a valuation of $16.8 billion, focusing on global revenue growth over immediate profitability [1][4][5] Funding and Valuation - The funding round included participation from notable investors such as Y Combinator, Elad Gil, Sands Capital, GIC, and Goldman Sachs Growth [2] - The new valuation of $16.8 billion marks an increase from the previous valuation of $13.5 billion in early 2024 [4] Employee Equity and IPO Plans - Rippling plans to repurchase up to $200 million of equity from current and former employees through a tender offer, which may become an annual event [2][3] - The CEO stated that the company does not have immediate plans for an IPO, emphasizing the need for profitability before considering going public [4][6] Business Performance and Strategy - Rippling has surpassed $100 million in annual recurring revenue and serves over 20,000 customers with a suite of more than 20 products [5] - The company is prioritizing growth over profitability, indicating a strategic choice to expand rapidly rather than slow down for immediate profit [6] Legal Challenges - Rippling is involved in ongoing legal disputes with competitor Deel, including allegations of corporate espionage, which have raised questions about competitive practices in the tech industry [7][8]

He highlighted Evolus’ “Drop the F Word” campaign tied to its Evolysse launch, which encourages clinics to avoid the word “filler” in favor of “injectable HA.” Moatazedi said he believes sentiment is beginning to turn in Europe, pointing to the U.K. as a market where HA trends are improving and potentially serving as a lead indicator for the U.S., which he said may be about a year behind.Moatazedi said the filler market has been slower to recover than toxins, attributing some of the weakness—particularly in ...

Oracle Corp. shares surged Wednesday after the software giant reported better-than-expected third-quarter results and issued upbeat revenue guidance, while also unveiling a new clinical AI tool designed to streamline hospital documentation. The tool automatically drafts clinical notes by capturing real-time patient interactions and pulling data from the Oracle Health Foundation electronic health record, including triage notes, lab results, and imaging information. Clinicians can review, edit, and finalize t ...

Samsung Bioepis and Epis NexLab Sign Research Collaboration and License Agreement with G2GBIO to Develop Novel Assets Including Long-acting SemaglutideMar 15, 2026 7:30 PM Eastern Daylight Time# Samsung Bioepis and Epis NexLab Sign Research Collaboration and License Agreement with G2GBIO to Develop Novel Assets Including Long-acting SemaglutideShare---- Epis NexLab, a sister company to Samsung Bioepis under Samsung Epis Holdings, also signs the agreement to collaborate in the development of the long-acting ...

Core Viewpoint - Syrah Resources and Tesla have agreed to extend the deadline for resolving an alleged default in their graphite supply agreement to June 1, 2026, following Tesla's notice regarding Syrah's failure to provide conforming graphite samples [1]. Company Summary - Syrah Resources, an Australian graphite miner, is involved in a supply agreement with Tesla for natural graphite active anode material (AAM) from its Vidalia facility in Louisiana [1]. - The original contract with Tesla, established in 2021, is valued at 8,000 tons annually for four years, which is crucial for Syrah's strategy to become a significant U.S. supplier of non-Chinese graphite [1]. - Syrah's shares increased by 2.9% to A$0.175 following the announcement of the deadline extension [1]. Industry Context - Tesla issued its first default notice in July 2025, citing Syrah's failure to deliver the required AAM samples for electric vehicle batteries [1]. - The extension of the deadline is subject to approval from the U.S. Department of Energy, indicating regulatory involvement in the supply chain [1].

Core Viewpoint - Rosen Law Firm has announced a class action lawsuit on behalf of purchasers of Nektar Therapeutics securities during the specified Class Period from February 26, 2025, to December 15, 2025, due to alleged misleading statements and failures to disclose critical information regarding the REZOLVE-AA trial [1][5]. Group 1: Lawsuit Details - The lawsuit claims that defendants made false and/or misleading statements and failed to disclose that enrollment in the REZOLVE-AA trial did not follow applicable instructions and protocol standards [5]. - It is alleged that the aforementioned issues were likely to have a significant negative impact on the results of the REZOLVE-AA trial, leading to overstated integrity and prospects of the trial [5]. - The lawsuit asserts that when the true details became known, investors suffered damages as a result of the misleading public statements [5]. Group 2: Participation Information - Investors who purchased Nektar securities during the Class Period may be entitled to compensation without any out-of-pocket fees or costs through a contingency fee arrangement [2]. - To join the class action, interested parties can visit the provided link or contact Phillip Kim, Esq. for more information [3][6]. - A lead plaintiff must move the Court by May 5, 2026, to represent other class members in directing the litigation [1][3]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. - Founding partner Laurence Rosen was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020, highlighting the firm's expertise and success in this area [4].

Core Viewpoint - Perseus Mining Limited has announced the sale of its 70% interest in the Meyas Sand Project (MSGP) in Sudan to Hong Kong Matrix Golden Fortune Mining Limited for a cash consideration of US$260 million, which is seen as a strategic move to optimize its portfolio and reallocate resources to core development opportunities [2][4][6]. Group 1: Transaction Details - The sale involves a Share Purchase Agreement (SPA) where the total purchase price is US$260 million, consisting of a US$10 million deposit and US$250 million payable upon completion on April 22, 2026 [3][7]. - The transaction is conducted on an "as is, where is" basis, with no conditions to completion, and is guaranteed by Zhejiang Lygend Investment Co Ltd, the parent company of the buyer [3][6]. - The sale allows Perseus to recover its initial investment in the MSGP and associated expenditures, resulting in a book gain [3][4]. Group 2: Strategic Rationale - The decision to divest the MSGP follows a comprehensive review of development and divestment options, with the conclusion that divestment is the best course of action at this time [4][6]. - Proceeds from the sale will enhance Perseus's balance sheet and may lead to additional capital returns to shareholders [4][7]. - The sale is part of a broader strategy to focus on core assets and growth opportunities, particularly in light of challenges posed by the ongoing armed conflict in Sudan [6]. Group 3: Company Background - Perseus Mining acquired the MSGP through the purchase of Orca Gold Inc. in May 2022, and the resource and reserve estimates will remain unaffected by the sale [3][5]. - The buyer, Matrix Golden Fortune Mining Limited, is a subsidiary of Matrix Resources (Zhejiang) Co., Ltd., which has a strong operational background in mining across various regions [2][6].

Core Viewpoint - Greenlight Capital, led by David Einhorn, reported an equity portfolio valued at approximately $2.85 billion, focusing on value-oriented investments in underappreciated businesses and special situations [1][18]. Portfolio Overview - The portfolio is moderately concentrated, with the top ten positions representing about 65% of total assets, indicating a strategic focus on high-conviction investments across various sectors [2][5]. - Key sectors include cyclical industries, financial services, healthcare, packaging, utilities, and select consumer names, reflecting Einhorn's approach to invest where valuations significantly diverge from intrinsic value [2][18]. Investment Strategy - The latest filing indicates a strong belief in mid-cap value opportunities, particularly in cyclical and restructuring stories, while also making targeted additions to core holdings and reducing exposure in certain names based on performance and risk/reward profiles [3][4]. - The portfolio emphasizes cash-flow generating companies trading at discounted valuations, turnaround situations, and businesses undergoing structural improvements, consistent with Einhorn's fundamental, catalyst-driven investment style [4][18]. Notable Holdings - The largest position is Green Brick Partners, valued at approximately $593 million, accounting for about 20.8% of the portfolio, highlighting Einhorn's confidence in the homebuilder's growth potential [5][6]. - Other significant holdings include Fluor Corp ($220 million), Core Natural Resources ($186 million), and Brighthouse Financial ($181 million), among others, showcasing a diverse investment approach [5]. Recent Activity - Notable additions include Graphic Packaging Holding, reflecting growing conviction in the company's demand outlook and margin expansion potential [7]. - Capri Holdings saw a material increase in position, indicating belief in its undervaluation amid sector volatility [8]. - Centene and PG&E Corp positions were also increased, suggesting confidence in their respective value opportunities and improving fundamentals [10][11]. Adjustments and Exits - Core Natural Resources and Teva Pharmaceutical positions were trimmed, likely due to profit-taking and portfolio rebalancing after performance recovery [12][13]. - Full exits from several smaller positions indicate a strategy of capital redeployment towards higher-conviction ideas rather than a shift in overall portfolio strategy [16][21]. Portfolio Characteristics - The portfolio is characterized by deep value with catalyst-driven opportunities, moderate concentration, and opportunistic turnover, reflecting a research-driven approach [17][22]. - Geographic exposure is predominantly U.S.-listed equities, with many companies having global revenue exposure, aligning with the focus on undervalued businesses with identifiable catalysts [20].

On February 17, 2026, Parkman Healthcare Partners disclosed a new position in EyePoint (EYPT 6.20%), acquiring 1,088,033 shares in the fourth quarter.What happenedAccording to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Parkman Healthcare Partners established a new stake in EyePoint by purchasing 1,088,033 shares during the fourth quarter. The quarter-end value of the position increased by $19.88 million as a result of the acquisition.What else to knowThis was a new position; ...

Core Insights - Woodside Energy emphasizes the central role of sustainability in its strategy and long-term shareholder value delivery [1] - The company highlights that strong governance and risk management support its performance [1] - Woodside aims to provide energy responsibly and sustainably, positioning itself for resilient and profitable business growth [1] Sustainability Strategy - Acting CEO Liz Westcott outlined how sustainability priorities drive business performance and shareholder value [1] - The Sustainability Report and 2025 Climate and Sustainability Summary were released on February 24, 2026 [1] Production and Financial Performance - Woodside reported record production of 198.8 million barrels of oil equivalent (MMboe) for the full year 2025, averaging 545 Mboe/day [1] - The production performance was supported by operations at Sangomar, Pluto LNG, and NWS Project assets [1] - Despite lower realized prices, the company achieved a net profit, indicating strong operational performance [1] Reserves Statement - As of year-end 2025, Woodside had remaining proved (1P) reserves of 1,882.1 MMboe and proved plus probable (2P) reserves of 2,999.5 MMboe [1] - The company reported an increase in proved reserves by 134.1 MMboe and proved plus probable reserves by 141.0 MMboe, reflecting strong portfolio performance [1]