September 2, 2025
A holiday-shortened trading week, as we expect the expected; 2 more catalysts in the pipeline for September: new labor-market data and the Fed’s next policy meeting
News: Ionis Pharmaceuticals (IONS) positive topline results from the pivotal P3 CORE and CORE2 studies of olezarsen in people with severe hypertriglyceridemia (sHTG). Olezarsen is the first therapy for sHTG to significantly reduce acute pancreatitis events. <more see below>
Never leave an investor uninformed … I say what others won’t, so you can do what others can’t!
September 2, 2025
A net loss of -$18.23 M or -$0.11 per share, revenue of $317 K <cost of sales = $302 K>, a cash position of $786 K <liabilities -$1.376 M>, with a runway until Q3/25.
What happened and where is the $2 M "Exempt Offering of Securities" Trouble in offering land?
Accumulated deficit to date= $103.2 M
U.S. investors BEWARE, forewarned is forearmed?
September 2, 2025
As I had written, “September has been the weakest month of the year for stock performance”. Although collab deals articulate coming upsides for sector developmental treatments!
News: Arrowhead Pharmaceuticals (ARWR +$3.65 to $25.68) and Novartis (NVS +$0.09 or -0.52% to $126.64) inked a licensing deal for an experimental Parkinson's drug, sending the share price surging; NVS agreed to pay ARWR $200 M up front and up to $2 B in additional milestones, plus royalties on sales to license its pre-clinical drug, ARO-SNCA. Vertex Pharmaceuticals (VRTX +$9.98 to $01.00) initiated a multi-target drug discovery collaboration with Enlaza Therapeutics’ (private) proprietary War-Lock™ small format drug conjugates and T-cell engagers for certain autoimmune diseases and improved conditioning in sickle cell disease and beta thalassemia. Enlaza will receive $45 M inclusive of an upfront payment, an equity investment and eligibility to receive more.
Remember, “The sector is what it is, until it isn’t, even if it doesn’t seem to be, it yet will be.” Never leave an investor uninformed!
September 2, 2025
A net loss of -$18.23 M or -$0.11 per share, revenue of $317 K <cost of sales = $302 K>, a cash position of $786 K <liabilities -$1.376 M>, with a runway until Q3/25. What happened and where is the $2 M "Exempt Offering of Securities" Trouble in offering land? Accumulated deficit to date= $103.2 M U.S. investors BEWARE, forewarned is forearmed?
August 28, 2025
Stay with me … Who is speaking-up for investors? I write this blog/newsletter about – facts in evidence! I will still answer or qualify the sector’s equity’s share pricing mobility; with an emphasis on which company is gaining or losing stride in your portfolio in the short and near-term I also follow the dictum, quoting Churchill that “short words are best, and the old words when short are best of all.”
August 13, 2025
Of 32.29 M shares priced at $2.99 per share With the usual pre-funded warrants <6 M> CMPX traded down -$0.015 or -0.4732% to $3.16 mid-day Expecting gross proceeds from the offering to CMPX to be approximately $120 M
6 hours 48 min ago
RegMed Investors (RMi) Research Note: Harvard Apparatus GT (OTCQB): Just another wrinkle – Q2/25’s 10-Q – liabilities exceed cash position
6 hours 50 min ago
RegMed Investors (RMi) Closing Bell: Confidence was skittish
16 hours 1 min ago
RegMed Investors’ (RMi) pre-open: What and which news is good news?
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