Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is a forward-looking company that adopts technology enthusiastically to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Currency Market Analysis - Current market sentiment indicates a panic regarding global trade, which is viewed as an opportunity to buy the US dollar near the 50-day EMA at 99.11 [1] - The decline of the Euro and British pound is contributing to the potential strengthening of the US dollar, with a focus on buying against most currencies except for higher-yielding exotics like the Mexican peso and South African rand [2] - The US dollar is forming a bottoming pattern since June of the previous year, with expectations of gaining momentum later this year, although the current phase is characterized by caution [3] Gold Market Insights - The gold market is not considered a shorting opportunity, with current pullbacks viewed as buying opportunities, particularly around the 4,640 level [4] - Gold is preferred over silver due to the volatility and speculation surrounding the silver market, which can lead to significant losses [5] - Central banks are continuing to accumulate gold, and the notion that a strengthening US dollar is detrimental to gold prices is challenged by historical precedents, such as the 1980s when both assets rose simultaneously [6]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against agilon health, inc. due to alleged violations of federal securities laws, particularly concerning misleading statements and guidance regarding the company's financial performance [2][5]. Group 1: Legal Investigation and Claims - The law firm is encouraging investors who suffered losses in agilon health to contact them directly to discuss their legal options [1]. - A federal securities class action has been filed against agilon health, with a deadline of March 2, 2026, for investors to seek the role of lead plaintiff [2]. - The complaint alleges that agilon health and its executives made false statements and failed to disclose significant industry challenges, leading to misleading guidance for 2025 [5]. Group 2: Financial Impact and Stock Performance - On August 4, 2025, agilon health announced the suspension of its previously issued full-year 2025 financial guidance, citing more acute industry headwinds than expected [6]. - Following this announcement, agilon health's stock experienced a significant decline of 51.5% on August 5, 2025 [6]. Group 3: Company Background - Faruqi & Faruqi, LLP is a national securities law firm with a history of recovering hundreds of millions of dollars for investors since its establishment in 1995 [4].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Klarna Group plc due to allegations of violations of federal securities laws related to misleading statements and inadequate disclosures regarding loss reserves following its IPO [2][5]. Group 1: Legal Investigation and Claims - The law firm is encouraging investors who suffered losses in Klarna to contact them to discuss their legal options, particularly in light of a federal securities class action with a deadline for lead plaintiff applications on February 20, 2026 [2][5]. - The complaint alleges that Klarna and its executives materially understated the risk of increased loss reserves shortly after the IPO, which they either knew or should have known, leading to misleading public statements [5][6]. Group 2: Financial Performance and Market Reaction - Klarna reported a net loss of $95 million in its first earnings report since going public, while setting aside $235 million for loan loss provisions, exceeding analyst estimates of $215.8 million [6]. - The provisions for loan losses represented 0.72% of gross merchandise volume, an increase from 0.44% a year ago, which contributed to a 9.3% decline in Klarna's stock price on November 18, 2025 [6].

Fiduciary Management Inc, an Investment Counsel, released its Q4 2025 investor letter. In its Investment Strategy Outlook, the fund reported solid long-term performance but acknowledged lagging broader indices amid a speculative, AI-driven market rally. A copy of the letter can be downloaded here. Equity markets posted strong gains in 2025, fueled by risk-seeking behavior and heavy concentration in a narrow set of AI-linked stocks, despite historically high valuations. The firm noted that quality-focused a ...

Improved forecasts for global growth, a decent IP print and the rearmament in Europe are all encouraging hedge funds to overweight the industrial sector. ...

Group 1 - The article discusses the analysis of oil and gas companies, specifically focusing on Paramount Resources and similar firms, highlighting the importance of understanding their balance sheets, competitive positions, and development prospects [1] - The oil and gas industry is characterized as a boom-bust, cyclical sector, requiring patience and experience for successful investment [2] - The investing group, Oil & Gas Value Research, seeks out under-followed oil companies and midstream firms that present compelling investment opportunities [2] Group 2 - The article emphasizes the value of an active chat room within the investing group, where members can discuss recent information and share investment ideas [2]

Core Insights - CytomX Therapeutics (CTMX) shares increased by 30.8% over the past month due to strategic business updates and pipeline goals for 2026, with positive clinical progress likely boosting investor confidence [1][7] Pipeline Developments - CytomX's revenue primarily comes from collaboration agreements with companies such as Amgen, Astellas, Bristol Myers, Moderna, and Regeneron [2] - The lead program, Varseta-M (EpCAM PROBODY ADC), is in a phase I study for advanced metastatic colorectal cancer (CRC), with enrollment ongoing and updates expected in Q1 2026 [3][4] - Ongoing phase I dose-expansion studies for Varseta-M are evaluating doses of 7.2 mg/kg, 8.6 mg/kg, and 10 mg/kg, which will inform a potential registrational study design with the FDA planned for later in 2026 [4] - CytomX is also exploring Varseta-M in combination with Roche's Avastin for CRC, with a phase I study expected to start in Q1 2026 and data anticipated in H1 2027 [5] Market Context - Roche's Avastin, a legacy cancer drug, generated CHF 763 million in sales in the first nine months of 2025, although sales are declining due to biosimilar competition [6] - Over the past six months, CytomX shares surged by 126.4%, significantly outperforming the industry average increase of 22.6% [6] Additional Pipeline Updates - CytomX is developing CX-801 (PROBODY Interferon-alpha 2b) as a monotherapy and in combination with Merck's Keytruda for advanced melanoma, with initial clinical data expected by the end of 2026 [8][9] - Keytruda generated $23.3 billion in sales for Merck in the first nine months of 2025, highlighting its significance in the oncology market [8]

Record Date Payment Date Cash Distribution (per share) Ordinary Taxable Dividends (per share) (1) Section 199A Dividends (per share) 3/13/2025 3/27/2025 $1.11 $1.11 $1.11 5/22/2025 6/17/2025 $1.11 $1.11 $1.11 8/21/2025 9/18/2025 $1.11 $1.11 $1.11 11/13/2025 12/11/2025 $1.11 $1.11 $1.11 (1) Included in Ordinary Taxable Dividends ...

Core Viewpoint - Workers at Peru's state-run oil company, Petroperu, initiated a 72-hour strike to protest against the privatization plan of parts of the firm, while the company claimed that operations remained normal during the strike [1] Group 1 - The strike began on Monday and is specifically aimed at opposing the privatization efforts [1] - Petroperu's management stated that despite the strike, operations continued as usual [1]