Whitehawk Therapeutics: 'Hold' On Name Change And Next Generation PTK7 ADC Targeting
Whitehawk Therapeutics pivots to focus on three next-generation antibody-drug conjugates [ADCs] after selling FYARRO and rebranding from Aadi Bioscience. I downgrade WHWK from 'Strong Buy' to 'Hold' due to the early-stage pipeline, competitive landscape, and unproven efficacy/safety of modified ADCs. Key catalysts include phase 1 data readouts for HWK-007 and HWK-016 in 1H 2027 and an IND filing for HWK-206 in mid-2026.
ADC Therapeutics: 'Strong Buy' With 2 Shots On Goal For ZYNLONTA In R/R DLBCL
ADC Therapeutics SA remains a Strong Buy, driven by pivotal ZYNLONTA combination trials targeting 2nd-line r/r DLBCL. Topline data from the phase 3 LOTIS-5 trial (ZYNLONTA + rituximab) is expected in Q2 2026, representing a major inflection point. ZYNLONTA + glofitamab in phase 1b LOTIS-7 achieved an 89.8% ORR and 77.6% CR rate, with further data expected by the end of 2026.
Agree Realty: Bigger Investments, Stronger Growth Amid Uncertainty Puts Them In A Different League
Agree Realty (ADC) continues to outperform peers, demonstrating resilient growth despite higher interest rates and economic uncertainty. ADC reported robust Q1 results: 8% AFFO and core FFO growth, $424M invested at a 7.1% cap rate, and a 99.7% occupancy rate. With an A-rated balance sheet, low leverage (3.2x pro forma), and strong liquidity, ADC is well-positioned for accelerated growth as rates decline.
Agree Realty: Reliable Dividend Income To Weather The Macro Storm
Agree Realty remains a Buy, supported by strong Q1 results, a robust investment pipeline, and prudent management amid macro uncertainty. ADC posted 7.9% AFFO per share growth in Q1, reaffirmed 2026 guidance, and maintains an attractive financial position. The monthly dividend was raised to $0.267 (4.15% yield), with a ~70% payout ratio based on their AFFO guidance, while preferred shares (ADC.PR.A) offer an attractive 6.21% yield.
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Agree Realty Corporation (ADC) Q1 2026 Earnings Call Transcript
Agree Realty Corporation (ADC) Q1 2026 Earnings Call Transcript
Agree Realty (ADC) Surpasses Q1 FFO and Revenue Estimates
Agree Realty (ADC) came out with quarterly funds from operations (FFO) of $1.14 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to FFO of $1.06 per share a year ago.
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A Fragile Truce
U.S. equity markets extended their rebound this week as investors welcomed tentative progress toward de-escalation in the Middle East following several days of dramatic threats of significant escalation. The fragile pause in hostilities temporarily eased fears of a prolonged disruption to global energy supplies and fueled a sharp retreat in oil prices after a surge to four-year highs. Markets also found support from lukewarm inflation data and signs that the U.S. labor market continues to demonstrate resilience despite elevated energy costs and geopolitical uncertainty.
Agree Realty: Trading At An Appropriate Premium To Invested Capital
Agree Realty Corporation (ADC) maintains a healthy investment spread, earning a 7.2% cap rate versus a 6.24% WACC, supporting accretive growth. ADC's muted beta of 0.72 and investment-grade tenant mix enhance risk-adjusted returns, distinguishing it within the net-lease REIT sector. Despite premium attributes, ADC currently trades near its justified enterprise value to invested capital premium (34% vs. 37%), indicating fair valuation.
Is Agree Realty (ADC) Stock Outpacing Its Finance Peers This Year?
Here is how Agree Realty (ADC) and ANZ Group Holdings Limited - Sponsored ADR (ANZGY) have performed compared to their sector so far this year.
