September 17, 2019
As futures are pointing to another lower open
Monday, we were a safe haven as equities closed with a positive Advance/Decline (A/D) line of 32/11 versus Friday’s 18/22
News: CRISPR Therapeutics (CRSP +$2.00 at close), and ViaCyte, Inc., a privately-held cell therapy company, presented data from type 1 diabetes (T1D) program in an oral presentation at the 55th Annual Meeting of the European Association for the Study of Diabetes (EASD) in Barcelona, Spain. The data demonstrate that the CyT49 pluripotent stem cell line, which has been shown to be amenable to efficient scaling and differentiation, can be successfully edited with CRISPR. The CyT49 pluripotent stem cell line is currently being used to generate islet progenitors for clinical trials.
My version of the morning’s numbers is written to be informative than just about changes to fundamentals; it’s what happened or will beyond the headline and what could happen to the future
September 16, 2019
The cell and gene therapy sector was a safe haven in today’s market
Keep it that way, we NEED read-outs of positive clinical data
Another I told you so, Adverum (ADVM +$0.51) would pop!
As the leading voice of cell and gene therapy investors; I am not always a doom and gloom analyst/journalist but a man who has been “there” (BUY, SELL, VC and operating roles) with the gray hair and a readership g with extrapolations to prove it!
September 11, 2019
We should all observe (along with the NYSE) a minute of silence to honor the 9/11 terror attack victims and their families as well as the survivors and first-responders
August 5, 2019
A scorecard of earnings of 45 covered companies The current LPS (loss per share) or net income, cash positions i.e. "runways" - is a reflection of this universe's investing "status"
August 5, 2019
Volatility, algorithms, sustainability … but, geopolitical ssues are "trumping" the news Add to the list, trend analysis, momentum’s magnitude, technicals and fundamentals – do they indicate expected pricing performance in 2019? Why spend time finding sector news and analytics … it’s all right here! News has become "something" sold into
The process of calling out our grading of covered companies to rank and review the facts in evidence together with analysis, opinion and objective recommendation.