Syndax axatilimab 治疗特发性肺纤维化 MAXPIRe II 期未达主要终点、停止该方向开发，盘后一度暴跌约45%后收窄至-16%

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Bumble Jumps, Meta Gains on Muse Wonder Release, Syndax Therapeutics Sinks
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Speaker 1: Bloomberg Audio Studios.
Speaker 2: Podcasts. Radio.
Speaker 3: News.
Speaker 2: The Stock Movers Report. Your roundup of companies making moves in the stock market. Harnessing the power of Bloomberg data.
Speaker 1: Let's take a look at some stocks on the move today. I'm Tim Stenevik with Carol Massa. We're joined by Bloomberg News equities reporter, Avalon Purnell.
Speaker 4: Hey, Avalon.
Speaker 2: Hi.
Speaker 3: We have to start off with maybe one of the biggest movers today, which is Bumble.
Speaker 4: Bumble.
Speaker 3: That's ticker BMBL. surging 50% to end its biggest one-day jump since 2021.
Speaker 4: How did I miss that one?
Speaker 2: Yes.
Speaker 3: That's after the Wall Street Journal reports that the dating app company is in advanced talks to go private at a $ 1 billion valuation. And generally speaking, analysts, including from Citi, are highlighting that the deal could really accelerate the AI platform's turnaround and potentially even help reignite growth as the company struggles to fend off dating app fatigue among Gen Z.
Speaker 1: How did you miss this one? Our incredible producer, Anna... Put it in our chat. Who's messaging? I told you to do that story.
Speaker 4: I'm so proud of you, Anna, at this moment.
Speaker 1: You're welcome. Our producer made us aware of this story two hours ago, but that's okay. That's neither here nor there.
Speaker 4: I was saving it for Avalon. What can I tell you?
Speaker 1: Okay, so Bumble was up. The MBL, as you mentioned, it was up more than 50% today.
Speaker 4: Yes.
Speaker 1: $ 3. 85 a share. This was a stock that in 2021 traded at more than $ 75 a share.
Speaker 4: How the mighty sometimes fall.
Speaker 2: Wow.
Speaker 4: 14% of the float is short. So the sentiment on it is pretty negative too.
Speaker 1: So market cap back then was about $ 20 billion.
Speaker 4: What are we now?
Speaker 1: 600 million. Yeah.
Speaker 4: Different environment, right?
Speaker 1: So maybe take it private. I don't know.
Speaker 4: People aren't dating. What's going on? I mean, they just don't want to like use dating apps.
Speaker 1: What do they want to do?
Speaker 4: Yeah. What do you want to do when you want to date? Like, what do you do?
Speaker 2: Do you go to a bar?
Speaker 4: Do you like say, let's go.
Speaker 1: Tell us young person. Yes, please.
Speaker 4: We are old married people.
Speaker 3: I feel like everybody's doing it based off like hobbies, you know, running club is like the new dating app.
Speaker 1: What if you don't run?
Speaker 4: You run a lot, don't you?
Speaker 3: I do run. At least before I got sick.
Speaker 2: I know.
Speaker 4: I know. All right. Sounds like a conversation for our Bloomberg After Dark.
Speaker 1: There's also the Strava people who like meet on Strava.
Speaker 4: You do that?
Speaker 1: Well, I don't meet people on Strava.
Speaker 4: Well, okay, Tim.
Speaker 1: I'm just kidding. I'm just kidding.
Speaker 2: Okay.
Speaker 4: Anyway. It's a wacky Monday. All right, let's go on over to Meta. This one definitely caught my attention today.
Speaker 3: Yes, it's also ticker Meta gaining 3.4% today. And that's after their CEO, Mark Zuckerberg, says the farm has reached frontier model capabilities. Yes, they announced the release of Muse Wonder in a milestone that will definitely test that multi-billion dollar investment that the company has made to pivot towards AI. And unlike Muse Agent, it will be closed with its best versions, only available to those who are actually willing to pay business-wise. So definitely something that we're going to be keeping an eye on. Obviously, it's also tough to judge how do you compare this to ChatGPT or to Cloud.
Speaker 4: I guess we'll see the ramp-up in the usage. I know our Mandeep Singh, the Muse Agent, likes it for personal use. But likes it, likes it.
Speaker 1: Okay. We have to do an aftermarket review. pharmaceutical company because Avalon.
Speaker 4: Is here with us. Yes, we do.
Speaker 3: So we have Syndax Pharmaceuticals. That's ticker SNDX. It's currently sinking about 17% post-market. And that's after the biotech reported that its drug to treat a rare lung disease failed to meet a key goal in a trial. Investors were hoping that this trial would open another opportunity for this drug that's already approved by the FDA to treat a different rare disease that impacts transplant recipients. Instead, obviously, they've decided that they're going to go ahead and halt development in this area. And also worth noting that their development partner, Insight, is also lower on the news.
Speaker 4: Yeah, you see this, right? Expectations and then things don't necessarily pan out like they're supposed to.
Speaker 2: The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. And for the latest market-moving headlines, listen to Bloomberg Radio live. Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg Business app.