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NovoCure (NVCR) Q2-25 10-Q highlights: Net revenue rose 6% YoY to $158.8 m (H1 +9% to $313.8 m) as active patients grew 9% to 4,331. International markets, especially France and Germany, drove the increase, offsetting a slight U.S. decline. Gross margin slipped to 74% (-300 bp) because array roll-out, NSCLC launch and higher U.S. tariffs lifted cost of revenue to $2,970 per patient-month. Operating loss widened to $39.5 m; net loss was $40.1 m (-$0.36/sh). Cash flow from operations was -$15.9 m.

Liquidity remains strong: $149.6 m cash and $761.9 m short-term investments (total $911.5 m) versus $896.4 m liabilities. Convertible senior notes of $560.9 m mature Nov-2025 and were reclassified as current; the $100 m term loan carries 6.25%+SOFR. Management warns tariffs could add up to $7 m in 2025 and notes supply-chain exposure to the Israel conflict. Positive Phase 3 PANOVA-3 (pancreatic) and METIS (NSCLC brain-mets) results support PMA filings鈥攑ancreatic application expected Q3-25, METIS by year-end. NSCLC & MPM launch contributed $2.4 m revenue. Share count increased to 111.8 m.

Intel Corporation, through its subsidiary Intel Overseas Funding Corporation (IOFC), disclosed sizable insider transactions in Mobileye Global Inc. (MBLY) via a Form 4 dated 11 Jul 2025.

Key transactions

• Conversion (Code C): IOFC converted 113,731,985 Class B shares into an equal number of Class A shares. Class B carries a 1-for-1 optional conversion and no expiration.
• Secondary sale (Code S): IOFC sold 57,500,000 Class A shares at an effective price of $16.0463 per share (offering price $16.50 less $0.45375 underwriting discount).
• Direct sale to issuer (Code S): IOFC sold an additional 6,231,985 Class A shares to Mobileye at the same $16.0463 price.

Post-transaction ownership

• Class A: 50,000,000 shares (indirect)
• Class B: 597,768,015 shares (indirect, still convertible 1-for-1)

The 57.5 million-share secondary offering materially lifts Mobileye鈥檚 free float, potentially improving liquidity and index eligibility, while the 6.2 million-share repurchase is modestly accretive. However, Intel鈥檚 cumulative sale of 63.7 million shares represents significant insider selling and may impose near-term price pressure. Intel remains a >10 % owner, but the filing underscores an ongoing reduction of its economic exposure.

Bit Digital, Inc. (Nasdaq: BTBT) has filed a preliminary prospectus supplement for a registered direct offering of an unspecified number of ordinary shares to certain institutional investors. Pricing, share count and gross proceeds will be finalised at pricing, but the company discloses that all net proceeds are earmarked for the purchase of Ethereum (ETH), further accelerating its strategic transition toward an ETH-centric treasury and staking model.

Current ETH platform: Bit Digital has accumulated roughly 100,603 ETH (as of 7 July 2025) and operates one of the world鈥檚 largest institutional validator infrastructures, supported by Fireblocks and Cactus Custody. Management expects staking rewards and future ETH purchases to become the primary driver of shareholder value and intends to divest or wind down the legacy bitcoin-mining assets.

Recent capital raises: The company closed an underwritten equity offering on 27 June 2025 (including full over-allotment) issuing 86.25 million shares for net proceeds of $162.9 million. Pro-forma cash and cash equivalents were $220.4 million at 31 March 2025 versus $57.6 million historically, while shareholders鈥� equity rose to $580.2 million.

Preliminary Q2-25 top-line: Unaudited revenue is expected between $24.3-26.9 million. These figures are management estimates, have not been reviewed by Audit Alliance LLP and may change upon completion of closing procedures.

WhiteFiber HPC spin-out: Subsidiary WhiteFiber has confidentially submitted a Form S-1 for a potential IPO. Bit Digital will contribute 100 % of its HPC assets and provide transition services for up to two years. Timing and valuation remain subject to SEC review and market conditions.

Capital structure & dilution: Ordinary shares outstanding were 297.6 million on 11 July 2025, with RSUs (3.77 m), private warrants (10.12 m) and options (0.36 m) potentially increasing dilution. The new registered direct offering will add further shares; exact dilution will depend on final terms.

Key risks flagged include extreme ETH price volatility, absence of dividends, PFIC status uncertainty, substantial future share issuances, and execution risks around the WhiteFiber IPO. The prospectus carries standard forward-looking-statement disclaimers and emphasises that Bit Digital is a 鈥渟maller reporting company,鈥� allowing reduced disclosure.

Mobileye Global Inc. (MBLY) 鈥� Form 4 insider filing

Chief Financial Officer Moran Shemesh Rojansky reported the grant of 111,150 Class A RSUs on 07/10/2025 (Transaction Code A, price $0). After this award, the executive beneficially owns 230,487 Class A shares.

Vesting schedule

• 40 % on the first anniversary of the 07/10/2025 grant date
• 30 % on the second anniversary
• 30 % on the third anniversary

The filing shows no dispositions or derivative transactions beyond this time-based equity award.

Key take-aways for investors

• Grant reflects routine executive compensation rather than an open-market purchase.
• Post-award ownership suggests the CFO holds a meaningful equity stake, potentially aligning incentives with shareholders.

SenesTech, Inc. (SNES) filed a Form D to report a Rule 506(b) exempt private placement of common-stock warrants.

The company raised $182,359 in gross proceeds from 5 investors, with the first sale occurring on 30 Jun 2025. The notice states that the entire offering amount has already been sold and the offering will not last more than one year. Securities offered were warrants giving the right to acquire common stock; no debt or equity shares were directly issued at this stage.

Placement agent H.C. Wainwright & Co. earned $330,982 in cash commissions, placement-agent warrants for 72,944 shares at $3.7813 per share, a management fee, and reimbursement of accountable expenses. The filing indicates no proceeds are earmarked for payments to the issuer鈥檚 officers, directors or promoters.

While the transaction injects a modest amount of cash and potentially motivates the exercise of existing warrants, it materially increases outstanding derivative securities and imposes transaction costs that exceed the cash raised, highlighting dilution and cost-efficiency considerations for investors.

Transaction overview: Informatica Inc. (NYSE: INFA) has entered into a definitive Agreement and Plan of Merger, dated 26-May-2025, under which Phoenix I Merger Sub, a wholly-owned subsidiary of Salesforce Inc. (NYSE: CRM), will merge with and into Informatica, making Informatica a wholly-owned subsidiary of Salesforce. Each outstanding share of Class A and Class B-1 common stock will be converted into the right to receive $25.00 in cash, while each Class B-2 share will receive $0.0000100115 in cash. Treasury shares and shares held by Salesforce or dissenting stockholders are excluded from payment.

Approval status: The Informatica board unanimously determined the merger to be fair and in the best interests of stockholders. On the signing date, the Lead Investors (EvomLux S.脿 r.l., Ithaca L.P., and Canada Pension Plan Investment Board) delivered written consents representing roughly 63 % of the voting power, thereby providing all stockholder approval required under Delaware law; no further vote or proxy solicitation will occur.

Key conditions to closing:

• 20-day information-statement mailing period under SEC Regulation 14C.
• Expiration or termination of applicable antitrust and foreign-investment waiting periods (HSR Act and other jurisdictions) with no burdensome conditions.
• Absence of any injunction or law prohibiting the merger.
• No Material Adverse Effect on Informatica.
• Compliance with all covenants and accuracy of representations.

Timing & financing: The parties target closing early in Salesforce鈥檚 fiscal 2027. Salesforce plans to fund the cash consideration with a mix of cash on hand and third-party debt; the obligation to close is not conditioned on financing. The merger must close by 26-May-2026, subject to two three-month extensions tied to regulatory approvals (鈥淥utside Date鈥�).

Appraisal rights & tax impact: Stockholders (other than the Lead Investors) who do not consent may demand appraisal under DGCL 搂262 within 20 days after the 14-Jul-2025 mailing date. The merger is a taxable event for U.S. holders; gain or loss will be recognized on the cash received.

Other salient terms:

• Goldman Sachs delivered a fairness opinion that the $25.00 cash consideration is fair from a financial point of view.
• Equity awards will be cashed out, cancelled, or converted into Salesforce awards per detailed mechanics.
• No-shop covenant restricts Informatica from soliciting alternative proposals; limited fiduciary-out with a $253 million termination fee. Salesforce may owe a $363 million regulatory termination fee under specified antitrust-failure scenarios.
• Upon closing, INFA shares will be delisted from the NYSE and deregistered with the SEC.

Investor takeaway: Holders of INFA Class A and B-1 shares are positioned to receive an all-cash exit at a fixed price, already validated by controlling shareholders and unanimously approved by the board. Completion risk remains tied mainly to regulatory clearances and the absence of a material adverse change.

Mobileye Global Inc. (MBLY) filed a Form 4 showing that Boaz Ouriel, Executive Vice President of EPG Software, was granted 111,150 Class A common shares in the form of restricted stock units (RSUs) on 10 July 2025. The transaction was coded 鈥淎,鈥� indicating an equity award rather than an open-market trade, and carried a reported price of $0.

After the grant, Ouriel鈥檚 direct beneficial ownership rises to 219,003 shares. The RSUs carry a 40-30-30 vesting schedule: 40 % on the first anniversary of the grant date, 30 % on the second, and 30 % on the third, contingent upon continued employment. No derivative securities or dispositions were reported.

The filing reflects routine executive compensation designed to retain talent and align management incentives with long-term shareholder interests. Given Mobileye鈥檚 large outstanding share base, the incremental dilution from 111,150 shares is unlikely to be material, and the grant does not involve any cash outlay or immediate change in market float.

Kontoor Brands, Inc. (KTB) 鈥� Form 4/A (Amendment)

Director Robert K. Shearer reported the acquisition of 748.9652 phantom stock units (PSUs) on 26 June 2025 under the company鈥檚 Deferred Savings Plan for Non-Employee Directors. The units were obtained by deferring director fees at an effective rate of $65.585 per PSU. Following the transaction, Shearer holds 37,555.8449 PSUs. The PSUs are cash-settled upon retirement and therefore do not represent actual KTB common shares or confer voting rights. This amendment corrects the previously reported number of PSUs and clarifies that no exercise or expiration dates apply.

No open-market purchases or sales of KTB stock occurred; the filing reflects a routine fee deferral and has minimal direct impact on the company鈥檚 share float or insider sentiment.

Union Pacific Corp. (UNP) 鈥� Form 4 insider transaction

EVP Marketing & Sales Kenyatta G. Rocker reported two small open-market acquisitions on 10 July 2025 that were executed through the company鈥檚 2021 Employee Stock Purchase Plan:

• 12.87 UNP common shares purchased directly at an indicated price of $237 per share.
• 3.025 UNP common shares purchased indirectly by the reporting person鈥檚 spouse at the same price.

Following these transactions, the executive鈥檚 beneficial ownership totals:

• Direct: 52,224.9767 shares
• Indirect 鈥� Spouse: 1,265.8917 shares
• Indirect 鈥� Deferral Account: 350 shares
• Indirect 鈥� Managed Account: 2,031.7113 shares

No derivative security activity or dispositions were disclosed. The filing is administrative in nature and does not indicate any change in strategy or outlook by Union Pacific.