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$GPS 2Q15 Call: Results were impacted by FX, West Coast port delays, and the strategic actions related to Gap brand. In 1H16 FX negatively impacted EPS by $0.06; estimated impact from West Coast port delays was about $0.13 and charges associated with strategic actions totaled about $95MM in 1H15 or about $0.14 per share.
$WBA is yet to receive US anti-trust clearance for its Rite Aid acquisition. The deadline for the deal expires on January 27.
$BMY plunge 7.2%. No credits to the non-acceleration of approval for lung cancer combination treatment.