Diplomat Pharmacy (DPLO) began trading on the NYSE on 10 October 2014

"It's an incredibly exciting day for us. It's kind of like the culmination of a lifetime of work and yet it is really just the opening of a new chapter of opportunity for Diplomat," said Phil Hagerman, chairman and CEO of Diplomat.

Hagerman, 62, who co-founded the company with his father, said the initial public offering provides the company with the capital it needs to expand faster just as the nation's needs for chronic healthcare treatment explodes.

Diplomat carries and sells drugs to people with cancer therapy, Hepatitis, multiple sclerosis, and other complex diseases.

"These are patients that need incredibly expensive, very costly and sometimes drugs with challenging side effects and as a result the normal pharmacy model just doesn't work," Hagerman said. "Ten of the top 25 drugs that we dispense are not even available at a traditional pharmacy."

According to Hagerman, the treatment of the chronically ill is a $63 billion business.

Diplomat, with nine locations in seven states, had total revenue of $1.3 billion in 2013, or only about 2% of the total market.

The company employs about 1,000 in Flint in a former General Motors former Great Lakes Tech Center. That's up from the 295 employees Diplomat employed when it moved into center in 2010.

Description

Diplomat Pharmacy, Inc. is an independent specialty pharmacy. The Company offers a range of solutions to address the dispensing, delivery, dosing, and reimbursement of clinically intensive and specialty drugs. The Company’s patient-focused services ensure that patients receive a standard of care, including assistance with complicated medication therapies, refill processing, third-party funding support programs, side effect management and adherence monitoring. The Company customizes solutions for each patient based on the patient's overall health, disease and family history, lifestyle and financial means.

Address

4100 S Saginaw St
FLINT, MI 48507-2683
United States

Website 

https://www.diplomatpharmacy.com/

Key stats and ratios

	Q4 (Dec '14)	2014
Net profit margin	-0.55%	0.21%
Operating margin	-0.22%	0.57%
EBITD margin	-	0.94%
Return on average assets	-3.78%	1.51%
Return on average equity	-31.60%	10.00%
Employees	1,055

Globant (GLOB) : 8-month performance

Solaredge Technologies (SEDG) began trading on the NASDAQ on 26 March 2015

Description

SolarEdge Technologies, Inc. (SolarEdge) is a provider of solar power harvesting and photovoltaic (PV) monitoring solutions. The Company's portfolio of products includes power optimizers, PV inverters and a Web portal for module-level monitoring and fault detection. Its SolarEdge power optimizer is a DC/DC converter which is connected by installers to each PV module or embedded by module manufacturers, replacing the solar junction box. Its SolarEdge DC-AC PV inverter works with the SolarEdge power optimizers. Its SolarEdge PV Monitoring Portal is a Web-based application that provides module-level, string-level and system-wide monitoring. The Company's customers include providers of solar PV systems to residential and commercial end users, such as SolarCity, SunRun Inc. and Vivint Solar, Inc.

Address

1 HaMada Street, Herziliya Pituach
HERZLIYA, 4673335
Israel
+972-9-9576620 (Phone)

Website 

www.solaredge.com

Key stats and ratios

	Q4 (Dec '14)	2014
Net profit margin	4.60%	-16.05%
Operating margin	5.78%	-13.79%
EBITD margin	-	-12.31%
Return on average assets	10.68%	-34.46%
Return on average equity	-	-
Employees	360

Founded in 2006, SolarEdge provides an intelligent inverter solution that has changed the way power is harvested and managed in photovoltaic systems. The SolarEdge DC optimized inverter system maximizes power generation at the individual solar module level while lowering the cost of energy produced by the PV system. SolarEdge's system consists of power optimizers, inverters and a cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. Since SolarEdge  began commercial shipments in 2010, they have shipped approximately 1.3 gigawatts of DC optimized inverter systems and the SolarEdge products have been installed in solar systems in 73 countries.

"SolarEdge is dedicated to transforming the world by making clean energy affordable through its solutions," said Nelson Griggs, Executive Vice President of Listing Services at Nasdaq. "We are pleased to add another ground-breaking clean energy technology company to the Nasdaq family and we are excited to celebrate more milestones with SolarEdge in the future."

By listing with Nasdaq, SolarEdge Technologies joins many of the world's largest and most revolutionary companies.  Nasdaq has been the exchange of choice to over 70 percent of technology companies listed in the U.S. markets.

Bellicum Pharmaceuticals (BLCM) : 3-month performance

=E2open (EOPN) was acquired by Insight Venture Partners

• In March 2015, Insight Venture Partners announced that it had completed its acquisition of E2open, a Foster City, Calif.-based provider of cloud solutions for collaborative planning and execution across global trading networks. 
• The $8.60 per share deal valued E2open at approximately $273 million. 
• www.e2open.com

Goldman Sachs BDC (GSBD) is set to make its IPO on 18 March 2015

Goldman Sachs Group Inc. priced six million shares of its specialty lending arm late Tuesday at $20 apiece, the low end of its $20-$21 targeted range, raising $120 million, a person familiar with the matter said.

The shares, which priced at the low end of the bank’s $20-$21 targeted range, are set to begin trading Wednesday on the New York Stock Exchange under ticker symbol “GSBD,” with Goldman GS,  set to ring the NYSE opening bell.

The lending unit, called Goldman Sachs BDC Inc. (GSBD) is a tax advantaged company regulated as a so-called “business development company,” which the New York firm introduced two years ago in a bid to originate high-yielding loans.

Coyote Logistics preparing for an IPO

Nine years after it was founded, Coyote Logistics is planning to sell shares to the public.

The Chicago-based logistics company is eyeing an initial public offering later this year that may value the firm at more than $2 billion, according to a report in the Wall Street Journal.

Coyote, which specializes in trucking logistics, serves a wide range of customers, from food firms to heavy industry. The company arranges transportation of more than 6,000 truckloads per day, working with some 40,000 carriers, according to its website.

Coyote has expanded rapidly over the last several years, reporting 1,237 employees, 915 of whom were based here, and more than $1 billion in revenue as of May 2014, according to Crain's annual list of the area's fastest-growing companies for last year.

A significant part of the growth came last year, via a merger, when Coyote and a Tennessee company that focused on multimodal transportation joined forces, expanding Coyote's employee base by around 450 people and bringing in about $500 million in revenue.

Cyberark Software (CYBR) : 6-month performance

Summit Materials (SUM) began trading on the NYSE on 12 March 2015

Description

Summit Materials, Inc. is a construction material company. The Company offers construction materials and related downstream products. The Company’s materials include aggregates, which it supplies across the country, with a focus on Texas, Kansas, Kentucky, Utah and Missouri and cement, which the Company supplies in Missouri, Iowa and Illinois. In addition to supplying aggregates, it uses its materials to produce ready-mixed concrete and asphalt paving mix. The Company operates through three segments: West, Central and East. The Company’s West region includes operations in Texas, the Mountain states of Utah, Colorado, Idaho and Wyoming and in British Columbia, Canada. The Company’s Central region extends across the Midwestern United States, including Kansas, Missouri, Nebraska, Iowa and Illinois. The Company’s East region serves markets in Kentucky, South Carolina, North Carolina, Tennessee and Virginia.

Address

1550 Wynkoop Street, 3Rd Floor
DENVER, CO 80202
United States 

Website 

http://summit-materials.com

Key stats and ratios

	Q4 (Dec '14)	2014
Net profit margin	1.42%	-0.53%
Operating margin	6.98%	5.81%
EBITD margin	-	14.97%
Return on average assets	1.10%	-0.43%
Return on average equity	4.07%	-3.10%
Employees	3,990

Zayo (ZAYO) : 5-month performance

Otonomy (OTIC) : 7-month performance

Alcobra (ADHD) : 22-month performance

NOW Inc. (DNOW) began trading on the NYSE on 30 May 2014

• Dodge & Cox report the largest holding, with 3,276,246 shares, and Warren Buffett is the third-largest holder, with 2.22 million shares.
• Now Inc. came into being on May 30, 2014, when National Oilwell Varco Inc. (NOV), an oil and gas drilling equipment manufacturing company, spun off its distribution business into an independent public company. National Oilwell Varco creates and manufactures oil and gas drilling equipment.
• National Oilwell states that DistributionNow is one of the largest distributors to the energy and industrial sectors, selling a mix of products to all phases of the industrial market segment, as well as supply chain solutions. Its U.S. and international operations comprise 300 locations around the world. 

Description

NOW Inc. is a distributor to the oil and gas industry. The Company operates primarily under the DistributionNOW and Wilson Export brands. The Company operates in three segments: United States, Canada and International. The Company’s energy product offering is needed throughout all sectors of the oil and gas industry-from upstream drilling, completion and production to midstream infrastructure development to downstream petroleum refining, as well as in other industries, such as chemical processing, power generation and industrial manufacturing operations. The industrial distribution portion of its business targets a diverse range of manufacturing and other facilities across numerous industries and end markets. In May 2014, National Oilwell Varco Inc completed the spinoff to its stockholders of its distribution business as an independent public company, NOW Inc.

Address

7402 N Eldridge Pkwy
HOUSTON, TX 77041-1902
United States

Website 

http://www.distributionnow.com

Key stats and ratios

	Q4 (Dec '14)	2014
Net profit margin	1.59%	2.83%
Operating margin	2.58%	4.41%
EBITD margin	-	4.92%
Return on average assets	2.49%	4.85%
Return on average equity	3.26%	6.16%
Employees	5,000

Ocular Therapeutix (OCUL) : 7-month performance

Advanced Drainage Systems (WMS) : 7-month performance

Wayfair (W) reported earnings on 4 March 2015

Globant (GLOB) : 8-month performance

Juno Therapeutics (JUNO) : 3-month performance

Alibaba (BABA) : 6-month performance

• Lockup period expires on March 19, 2015; Frees 437 million shares
• Alibaba said that "approximately 100 million shares" will still be subject to employee trading restrictions until its May release of earnings for the quarter ending March 31.

Spark Therapeutics (ONCE) : 1-month performance

• Spark Therapeutics (ONCE) to be acquired by Roche (RHHBY) for $114.50 per share (Feb 2019)

TRACON Pharmaceuticals (TCON) began trading on the NASDAQ on 30 January 2015

Description

TRACON Pharmaceuticals, Inc. (TRACON) is a clinical-stage biopharmaceutical company. The Company is focused on the development and commercialization of targeted therapeutics for cancer, age-related macular degeneration(AMD) and fibrotic diseases. The Company is engaged in the field of endoglin biology and develops antibodies that bind to the endoglin receptor. The Company’s lead product candidate, TRC105, is an anti-endoglin antibody that is being developed for the treatment of multiple solid tumor types in combination with inhibitors of the vascular endothelial growth factor (VEGF), pathway. Its other product candidates are TRC205, an anti-endoglin antibody that is in preclinical development for the treatment of fibrotic diseases, and TRC102, a small molecule that is in clinical development for the treatment of lung cancer and glioblastoma.

Address

8910 University Center Ln Ste 700
SAN DIEGO, CA 92122-1060
United States

Website 

http://www.traconpharma.com

Key stats and ratios

	Q3 (Sep '14)	2013
Net profit margin	-169.37%	-
Operating margin	-150.31%	-
EBITD margin	-	-
Return on average assets	-27.86%	-306.48%
Return on average equity	-	-
Employees	13

GoPro (GPRO) : 8-month performance