• Healthcare: IRWD (3.22 +67.71%), TXMD (1.92 +38.13%), RIGL (42.29 +20.16%), TBPH (17.51 +18.72%), ASMB (36.88 +18.21%), OMER (7.68 +16.54%), LXRX (1.46 +16.4%), DNLI (17.46 +16.25%), KURA (11.43 +15.92%)
• Materials: BAK (3.06 +23.39%), ALB (115.14 +18.48%), SEE (43.26 +18.04%)
• Consumer Discretionary: CHGG (1.1 +22.91%)
• Information Technology: CSIQ (33.87 +18.95%), TSEM (99.38 +18.21%), CNDT (2.06 +15.45%)
• Energy: BTE (3.15 +24.8%)
• Consumer Staples: THS (23.94 +25.67%)

• Healthcare: SGRY (15.38 -28.47%), AKBA (1.66 -18.63%), PBYI (4.91 -18.11%), ACHC (16.01 -17.94%), EVH (4.18 -15.83%), ANAB (33.97 -14.33%)
• Industrials: JELD (2.03 -21.74%), BE (110.74 -18.1%)
• Consumer Discretionary: MPAA (13.16 -24.31%), PETS (1.99 -22.73%), FUN (14.76 -18.14%), MOD (130.85 -16.33%), SNBR (3.95 -14.43%)
• Information Technology: AAOI (21.33 -25.34%), INSG (11.25 -21.11%), AVX (1.83 -16.44%)

• Prior comment has been deleted.

• He will also step down from his role as a Director of the Board of the Company.
• After Mr. Jaffe's retirement, Stuart Miller will continue to serve as Executive Chairman and serve as Chief Executive Officer of Lennar, with no plans to replace Mr. Jaffe's role.

• Co announces that it had sold its rights to the "Obagi" trademark in Japan to Rohto Pharmaceutical for USD $82.5 million. Since 2002, Rohto has licensed the "Obagi" mark for use in the Japanese market to commercialize Rohto's products. During that time, Rohto has developed a successful standalone and distinctive brand addressed to Japanese consumers with no operational or branding overlap with the global Obagi Medical brand.
• Royalties paid by Rohto under the previous licensing arrangements represented 3% of net revenue for the Obagi Medical business for the fiscal year ended December 31, 2024. In addition, Waldencast entered into a new credit agreement with funds managed by entities of the Lumina Capital Management, with proceeds expected to be received by no later than November 17th, 2025 and used to repay in full all outstanding amounts under the Company's existing facilities and fund working capital and general corporate purposes.
• As previously announced, co is currently undertaking a review of a broad range of strategic alternatives focused on maximizing shareholder value. The transactions announced today reflect the Company's continued focus on improving its capital structure while the review is ongoing.

• Nasdaq delisting is expected to become effective on or about December 4.

• Co announces that it has entered into a definitive arrangement agreement with XenoTherapeutics, Inc. and Xeno Acquisition Corp. , a non-profit biotechnology company, pursuant to which Xeno will acquire all of the issued and outstanding common shares of Repare.
• Under the terms of the Arrangement Agreement, Repare shareholders will receive a cash payment per Common Share that will be determined based upon Repare's cash balance at closing of the Transaction after deducting certain transaction costs and the aggregate amount of outstanding liabilities. Based on Repare's current estimates of the Closing Net Cash Amount and the expected timing for Closing, it is currently estimated that each Repare shareholder will receive a cash payment of US$1.82 per Common Share at Closing.
• In addition, each Repare shareholder will also receive one non-transferable contingent value right (each, a "CVR") for each Common Share that entitles the holder to receive certain cash payments, including:
  • 100% of certain additional receivables that may be received by Repare within ninety (90) days following the Closing;
  • A percentage of the net proceeds received from Repare's existing partnerships with Bristol-Myers Squibb, Debiopharm and DCx Biotherapeutics, as follows: (i) 90% received from the Closing date until the 2nd anniversary thereof, (ii) 85% received from the 2nd anniversary of the Closing date until the 4th anniversary of the Closing date, (iii) 80% received from the 4th anniversary of the Closing date until the 6th anniversary of the Closing date, and (iv) 75% received from the 6th anniversary of the Closing date until the 10th anniversary of the Closing date;
  • 100% of the net proceeds received by the 10th anniversary of the Closing date for any license or disposition of Repare's product candidates and/or intellectual property related to Repare's RP-1664 program, RP-3500 (Camonsertib) program, or any other license or disposition of Repare's product candidates or research programs if such license or disposition is entered into prior to the Closing date;
  • 100% of the net proceeds received by the 10th anniversary of the Closing date for any license or disposition of Repare's Pol? program, RP-3467, to any person with whom negotiations were initiated prior to the Closing date; and
  • 50% of the net proceeds received by the 10th anniversary of the Closing date for any license or disposition of Repare's product candidates and/or intellectual property that occurs within 10 years following the Closing date if such license or disposition is entered into following the Closing date.
• In addition to shareholder approval, the Transaction is subject to the approval of the Superior Court of Qubec and other customary closing conditions. The Transaction is expected to close in the first quarter of 2026.

• As previously disclosed, following the closing of the sale of 19 multifamily assets by Elme Communities to an affiliate of Cortland Partners, LLC and the adoption of the Company's plan of sale and liquidation, the Company expects to begin and continue, as appropriate, downsizing its workforce with a focus on retaining an appropriate level of personnel with the necessary skill set commensurate with the reduced size of the Company, including those executive officers and other key personnel necessary for the continued operation of the Company's remaining assets and completion of the wind-down activities. This downsizing is expected to affect both officers and other employees.
  
• As of November 14, 2025, after giving effect to this workforce reduction, as well as the transfer of employment of property-level employees in connection with the portfolio sale, the Company has approximately 117 employees, including approximately 73 persons engaged in community management functions.

• Co recently experienced a cybersecurity incident relating to the exfiltration of data. This incident has not impacted Logitech's products, business operations or manufacturing.
• Upon detecting the incident, co promptly took steps to investigate and respond, with the assistance of leading external cybersecurity firms. While the investigation is ongoing, at this time co believes that the unauthorized third party used a zero-day vulnerability in a third-party software platform and copied certain data from the internal IT system. The zero-day vulnerability was patched by co following its release by the software platform vendor.
• The data likely included limited information about employees and consumers, and data relating to customers and suppliers. Co does not believe any sensitive personal information, such as national ID numbers or credit card information, was housed in the impacted IT system.
• At this time, co believes that the incident will not have a material adverse effect on its financial condition or results of operations.

The stock market clawed back from steep early losses, with a tech-driven rebound lifting the S&P 500 (-0.1%) and Nasdaq Composite (+0.1%) back above their 50-day moving averages after briefly slipping below them at the open. Mixed strength in the broader market saw the DJIA (-0.7%) close with a wider loss, though it finished well off of its session lows and joined the S&P 500 in positive week-to-date territory. 

The session began much like recent ones, with mega-caps absorbing the heaviest losses and fresh hawkish Fed remarks further eroding expectations for a December rate cut. The CME FedWatch tool now places the odds of a 25-basis-point cut at 45.9%, down from 50.1% yesterday and 94.4% a week ago. Kansas City Fed President Schmid (voting FOMC member) signaled he is inclined to oppose a December cut, echoing comments from Minneapolis Fed President Kashkari (nonvoting FOMC member), who said he did not support the October move and remains unsure about December.

While the major averages faced losses over 1.0%, the technology sector showed resilience, dipping only slightly beneath its flatline. That resilience soon turned to exuberance in the midmorning, as chipmakers rallied, helping the S&P 500 and Nasdaq Composite reclaim their 50-day moving averages and move into positive territory for the day. 

The PHLX Semiconductor Index (-0.1%), which also moved beneath its 50-day moving average this morning, held gains as wide as 1.2%, though chipmakers faced some pressure this afternoon and the index closed slightly lower. Micron (MU 246.83, +9.88, +4.17%) and NVIDIA (NVDA 190.17, +3.31, +1.77%) still managed to capture solid gains, while Microsoft (MSFT 510.18, +6.89, +1.37%) and Oracle (ORCL 222.85, +5.28, +2.43%) helped the broader technology sector (+0.7%) close with a gain despite the late pressure in semiconductor names. 

As many as seven S&P 500 sectors traded higher, though only three finished in positive territory. 

The energy sector (+1.4%) was the day's top performer, supported by a 2.3% rebound in crude oil to $60.08 per barrel following Wednesday's 4.1% slide. The real estate sector (+0.3%) managed a more modest gain, while the industrials and utilities sectors finished flat. 

Losses were relatively modest compared to early session levels, though there were a few laggards. 

The materials sector (-1.2%) saw a majority of its components trade lower, while the financials sector (-1.0%) faced pressure in its major banking names.

Mixed performances across mega-cap names saw the communication services (-0.8%) and consumer discretionary (-0.6%) sectors finish lower for the day but well above session lows. The Vanguard Mega-Cap Growth ETF closed 0.2% higher. 

Meanwhile, the Russell 2000 (+0.2%) captured a gain, while the S&P Mid Cap 400 (-0.3%) closed lower after a stint above its baseline. 

Despite some late-session weakness, the market's ability to reclaim technical levels and attract buyers in key growth areas helped stabilize sentiment. At face value, the mixed finish appears to be an underwhelming end to a tough week, but under the surface, there were signs of improving breadth and renewed dip-buying interest in semiconductors and other momentum pockets. Those dynamics helped keep the major averages anchored above support and left the broader market in a firmer position heading into next week, which will see NVIDIA report its earnings on Wednesday. 

U.S. Treasuries finished a bumpy abbreviated week with losses across the curve after sliding from their opening highs. The 2-year note yield settled up two basis points to 3.61% (+5 basis points this week), and the 10-year note yield settled up four basis points to 4.15% (+6 basis points this week). 

• Nasdaq Composite: +18.6% YTD
• S&P 500: +14.5% YTD
• DJIA: +10.8% YTD
• Russell 2000: +7.1% YTD
• S&P Mid Cap 400: +2.7% YTD

• On November 10, 2025, Brett McKeone was elected as Chief Operating Officer effective as of December 31, 2025.
• Mr. McKeone is a managing director within Oaktree's Global Private Debt strategy.

• Mr. Pryor's departure is part of a restructuring of management roles at the company, which included the elimination of his former position of Executive Vice President, Strategy and Business Development, and constitutes a termination without cause under the terms of Mr. Pryor's employment agreement with the Company, dated January 1, 2011.

• As previously disclosed, Provident common stock will be delisted from the NASDAQ Global Select Market in connection with the Merger following the close of trading on November 14, 2025, the last day on which Provident common stock will trade.
  
• The conversion of BankProv products and services to Needham Bank's products and services is scheduled to occur over the weekend beginning on November 15, 2025.

• Co announces it has completed the acquisition of Alcyone Therapeutics, a clinical-stage biotechnology company known for its innovative CNS therapy delivery solutions, such as the ThecaFlex DRx drug delivery system.
• ThecaFlex DRx is an investigational implantable device designed to provide an alternative to repeat lumbar punctures in chronic intrathecal administration of medicines, which could ease both patient experience and accessibility for a broader population of people living with neurologic disorders.

• The US Department of Energy announces $355 mln for two notices of funding opportunities issued by DOE's Office of Fossil Energy (FE) to expand domestic production of critical materials essential for advancing U.S. energy production, manufacturing, transportation and national defense.
• The first funding opportunity provides up to $275 mln for American industrial facilities capable of producing valuable minerals from existing industrial and coal byproducts. The second provides up to $80 mln to establish Mine of the Future proving grounds for real-world testing of next-generation mining technologies.
• Release