January 31, 2017 8:18am

 

A daily report may say little or a lot and its final judgement may be inconclusive; yet it serves as insurance that all warnings are being examined and evaluated.

 

Who is in today’s headlights – five (5) equities, are they a BUY or a SELL?

 

I write in every line that investors need to avoid risks as if I were the first to be hurt if I was wrong!

 

February is coming, subscribe or take your losses without complaining!

 

 


 

I answer one question; in which company should investors put, keep and commit their money!

 

 

BUY: AGTC and MESO

SELL: BSTG, CLBS and OSIR

 

Indexes and ETFs: The IWM (-0.28%), XBI (-0.43%) are DOWN while the IBB and XLV are NOT indicating

Dow futures are DOWN -0.21% and NASDAQ futures are DOWN -0.24%

 

U.S. stock index futures pointed to a lower open on Tuesday as traders continued to digest President Donald Trump's controversial refugee policy and eyed a deluge of earnings.

Europe markets edged higher as investors focused on data and earnings while keeping an eye on U.S. President Trump's immigration policy.

Asia markets fell on Tuesday, with Japanese shares dropping sharply, tracking declines on Wall Street overnight on jitters over a new immigration measure taken by the Trump administration.

 

Data docket: employment cost index, S&P Case-Shiller HPI and Chicago PMI before 9:45 a.m. ET. Consumer confidence and housing vacancies are both scheduled to be released at 10 a.m. ET.

 

 

The stem, cell, gene and regenerative therapy (SCG&RT) closed NEGATIVE on Monday, POSITIVE on Friday, NEGATIVE on Thursday, POSITIVE on Wednesday and last Tuesday.

The SCG&RT sector’s record after the last 5 days (of 43 covered companies):

·         Monday closed NEGATIVE with 28 decliners, 9 advancers and 6 flats;

·         Friday closed POSITIVE with 18 decliners, 23 advancers and 2 flats;

·         Thursday closed NEGATIVE with 24 decliners, 14 advancers and 5 flats;

·         Wednesday closed POSITIVE with 12 decliners, 28 advancers and 3 flats;

·         Last Tuesday closed POSITIVE with 15 decliners, 26 advancers and 2 flats;

 

 

Remembering Monday’s closing bell newsletter, “Sector stocks on Monday descended significantly after three positive <Friday, Wednesday and Tuesday> closes and two negative <Thursday and last Monday> closes last week. These advance/decline line “clods” and share pricing “divots” are worrisome; there are signs that the sector may see a further downturn.”

  • As I also stated, “Some companies are also ignoring the rules of disclosure, management “failures” of executive “actions and performance” thus affecting the way their platforms and pre-clinical results are presented!

As an “evaluator” who serves investors, I offer warning analysis, analysis of quarterly results that invariably crash under the strain of spending and attempts of some management teams to manipulate perception of development platforms!”

 

Big issue: “Some companies are also ignoring the rules of disclosure, management “failures” of executive “actions and performance” thus affecting the way their platforms and pre-clinical results are presented!”

My admonition … “Be on the right side of the facts …”

 

 

You’ve made it to the office, turned on the monitor, having just gotten your coffee and it hits you - what could be today’s trades? 

Watch list:

·         The iShares Nasdaq Biotechnology (IBB) closed  Monday down -1.35% is NOT indicating in Tuesday’s pre-market;

·         The SPDR S&P Biotech ETF (XBI) closed Monday down -1.73% and is DOWN -0.43% in Tuesday’s after-market;

·         The Health Care Select Sector SPDR ETF (XLV) closed down -0.49% Monday and is NOT indicating  in Tuesday’s pre-market;

·         The iShares Russell 2000 (IWM) closed down -1.40% on Monday and is DOWN -0.28% in Tuesday’s pre-market

                                                                                   

 

Companies in my headlights – short, sweet and some sour:

Applied Genetic Technologies (AGTC) closed DOWN another -$0.75 to $7.40 after Friday’s FLAT at $8.15 following Thursday’s $8.10 (-$0.30). There are days I question, why keep stepping into the abyss of a depreciating stock, but with the Biogen (BIIB) partner positives, no debt and solid  <Q3’3 $166.8 M> cash position; it is in a better position than many in the sector.  My concerns are still  – why has management and their so called PR firm let the share pricing float lie a butterfly and sting shareholders yet, I hang on because of one member of the management team who is so honorable and believable  – Maintaining BUY;

Biostage (BSTG) closed DOWN -$0.0153 to $0.79 after Friday’s $0.809 (-$0.0214) after Thursday’s $0.85 (+$0.04) following Wednesday’s $0.82 (+$0.046) after last Tuesday’s $0.77 (+$0.02). With an S-1 filed and a banker named, HC Wainright, it is only a matter of time for an offering’s downdraft and a sizeable discount and then the warrant overhang. BSTG has issues – Maintaining SELL;

bluebird bio (BLUE) closed UP +$2.65 to $71.10. January’s low was $65.000 and its high was $71.10 while December’s low was $61.70 and its high $78.95. BLUE is a neurotic stock or should I say – manic! Can you afford the ride? There is $4.15 in the profit “pot” – SELL;

Caladrius Biosciences (CLBS) closed DOWN -$0.29 to $4.20 after Friday’s $4.46 (+$0.51)following Thursday’s $3.98 (+$0.11), Wednesday’s $3.87 (+$0.20), and last Tuesday’s $3.67 (+$0.05)). January started at $3.07 with a high of $4.46, December experienced  a low of $2.77 and a high of $3.78 following November’s start of $3.87 and a low of $3.37 and a high of $4.21 the last time I saw $4.44 was 10/12/16. There is $2.07 in the profit “pot” and for CLBS that is quite a ride worth an exit. I’d also anticipate some sort of mixed offering with the stock jumping and an investor dropping its agreed upon investment– Maintaining SELL;

Mesoblast (MESO) closed DOWN -$0.03 to $6.00. Any news seems to move the stock as its non-executive Director, Dr. Eric A. Rose, was awarded the 2017 Earl Bakken Scientific Achievement Award by The Society of Thoracic Surgeons during the organization’s 53rd Annual Meeting held last week in Houston, Texas. This award, established through a grant from Medtronic, Inc., honors individuals who have made outstanding scientific contributions that have enhanced the practice of cardiothoracic surgery and patients' quality of life – BUY;

Osiris (OSIR) closed DOWN -$0.31 to $5.59 after Friday’s $5.90 (+$0.50) after Thursday’s $5.40 (-$0.11) following Wednesday’s $5.51 (+$0.23) and last Tuesday’s $5.28. January started at $4.779, December was priced at $5.61 and November’s $4.19. What’s with the upside after late or no 8-K, 10-Q, an SEC investigation, multiple CEOs, months and quarters without filings, new lawyers and accountants and fired employees? Nothing sticks – Maintaining SELL;

 

 

Whether information or intelligence is good, bad or somewhere in between; I put into context what is relevant and useful for investors.

Henry McCusker, the editor and publisher of RegMed Investors does not hold or have positions in securities referred to in this publication.

Henry’s comments are for informational purposes only and are not a substitute for personalized advice. Consult your advisor about what is best for you.