October 21, 2024
A week before cell and gene therapy sector earnings season releases …
Are we at a risk as LPS (loss-per-share), EPS (earnings-per-share) consensus and curbed and upcoming expectation of share pricing?
News: REGENXBIO (RGNX +$0.10 pre-market) announced positive data from the P2 fellow eye sub-study evaluating the subretinal delivery of ABBV-RGX-314 in patients with bilateral wet age-related macular degeneration (wet AMD). "The majority of … patients with wet AMD eventually have bilateral disease and face a substantial treatment burden with frequent lifelong injections in both eyes.”
Pre-open Indications: 2 Positive, 3 Negative and 1 Sell inti Strength Indications
My interpretation of the morning’s numbers is written to be informative; it’s built on what happened or will happen behind the headline today!
Never leave an investor uninform
October 18, 2024
LPS (loss-per-share) releases will present challenges to share pricing with outcomes included
5 to report ... so far:
Sage Therapeutics (SAGE) 10/29 Tuesday
MiMedx (MDXG), Blueprint Medicine (BPMC) 10/30 Wednesday
Alnylam Pharmaceuticals (ALNY) 10/31 Thursday
Moderna (MRNA) 11/7 Thursday
October 21, 2024
I don’t believe in current theme of stretched valuations; its underappreciation
But also, the lack of catalysts as earnings LPS (loss-per-share) “factors” coming into the equation doesn’t help
Never leave an investor uninformed!
October 18, 2024
LPS (loss-per-share) releases will present challenges to share pricing with outcomes included 5 to report ... so far: Sage Therapeutics (SAGE) 10/29 Tuesday MiMedx (MDXG), Blueprint Medicine (BPMC) 10/30 Wednesday Alnylam Pharmaceuticals (ALNY) 10/31 Thursday Moderna (MRNA) 11/7 Thursday
October 3, 2024
Called “Monetization Financing with DRI Healthcare Trust” as access to capital markets is shaky EDIT sold certain future license fees and other payments owed under its Cas9 license agreement with Vertex Pharmaceuticals (VRTX)to a wholly-owned subsidiary of DRI Healthcare Trust (DRI) for an upfront cash payment of $57 million. EDIT closed down -$0.02 with only a +$0.06 or +1.87% aftermarket indication
September 10, 2024
Priced at $43.50 of 11.5 M shares IONS closed up +$1.44 or +3.07 M to $48.03 with a negative -$5.94 to $42.39 on Tuesday Check-out debt versus cash (below) Morgan Stanley and Goldman Sachs & Co. LLC are acting as joint book-running managers for the offering