Welcome

Pre-Open

RegMed Investors’ (RMi) pre-open: after sector stumbles another inflation reading

October 11, 2024

Is it time, Warren Buffett once said that it's wise for investors “to be fearful when others are greedy and to be greedy only when others are fearful”?

News: bluebird bio’s (BLUE) gene therapy Skysona (elivaldogene autotemcel) side effects have been thrust back into the spotlight after new data shows 7 children who took part in its clinical studies went on to develop a type of blood cancer. The findings, from a study published in The New England Journal of Medicine (NEJM)yesterday (9 October), show that 7 out of 67 patients under 18 years of age who took part in a P2 and P3 trial for Skysona developed haematologic cancers.

Wholesale prices were flat in September, below expectations

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

Out and About

RegMedInvestors (RMi) Research Note: Editas Medicine asset sale raises $57+ M non -dilutive financing

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

Closing Bell

RegMed Investors (RMi) Closing Bell: cell and gene therapy sector ascends, finally

October 11, 2024

Thank you, “uncle algo and his electronic trading dwarfs; yet there is more risk going forward … as earnings season releases are coming and capital market access is limited

However, “When I write about areas of concern, "I’m just not sure what's going to reignite share pricing SUSTAINABILTY as earnings season is about to … HIT with LPS (loss-per-share) expectation and consensus. "

Never leave an investor uninformed!

The week in review

Research Notes

RegMedInvestors (RMi) Research Note: Editas Medicine asset sale raises $57+ M non -dilutive financing

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

RegMed Investors (RMi) Research Note: Ionis Pharmaceuticals (IONS) prices a $500.3 M public offering

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

RegMed Investors (RMi) Research Note: Harvard Apparatus RT (OTCQB: HRGN) raises $5 M without name identification

August 30, 2024

At a $3.60 per share Private Placement – another PRC Chinese pyramid investment influx? Who are they fooling, where are U.S. investors, recognizing a Ponzi Scheme? So many times and for so long from broke to flush ...? As yet another Beijing, China functionary joins the BOD; Mr. “Mao” Zhang is the Founder and CEO of StellarS Capital After the Tuesday’s raise reveal; is Harvard Apparatus RT (OTCQB: HRGN) in-house DST Capital pumping the share price with volume to match the PPM pricing of $3.60; listing Friday’s $0.00 after Thursday’s +$0.40, Wednesday’s +$0.29, Tuesday’s +$0.30 and Monday’s $0.00) … always a question for this crowd??

Research Notes

October 3, 2024 RegMedInvestors (RMi) Research Note: Editas Medicine asset sale raises $57+ M non -dilutive financing 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 RegMed Investors (RMi) Research Note: Ionis Pharmaceuticals (IONS) prices a $500.3 M public offering 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 August 30, 2024 RegMed Investors (RMi) Research Note: Harvard Apparatus RT (OTCQB: HRGN) raises $5 M without name identification At a $3.60 per share Private Placement – another PRC Chinese pyramid investment influx? Who are they fooling, where are U.S. investors, recognizing a Ponzi Scheme? So many times and for so long from broke to flush ...? As yet another Beijing, China functionary joins the BOD; Mr. “Mao” Zhang is the Founder and CEO of StellarS Capital After the Tuesday’s raise reveal; is Harvard Apparatus RT (OTCQB: HRGN) in-house DST Capital pumping the share price with volume to match the PPM pricing of $3.60; listing Friday’s $0.00 after Thursday’s +$0.40, Wednesday’s +$0.29, Tuesday’s +$0.30 and Monday’s $0.00) … always a question for this crowd?? August 19, 2024 RegMed Investors (RMI) Research Note: Harvard Apparatus RT (OTCQB: HRGN) Chronicles: Reports Q2/24 results Is BANKRUPCY in the cards as to cash position versus liabilities after ONLY recent financing was CEO loan of $500 K which is all but expended. OTCQB: HRGN reported a net loss of $2.498 M or ($0.18) per share, compared to a Q1/24 net loss of $2 M or - $0.15 per share. With a 6-month net loss of -$4.53 M or -$0.32 per share. Cash position of $139 K and a “runaway” that’s OVER? With Q2 current liabilities of -$2.02 M, a corporate HQ lease that “could” end on 8/31/24 August 19, 2024 RegMed Investors (RMi) - Q2/24 Cell and Gene Therapy Earnings Scorecard Results A scorecard of earnings releases of covered companies 32 reporting to date The current LPS (loss per share) or net income, revenue, cash positions i.e. "runways" is a reflection of this universe's investing "status".

Indication intelligence, analysis and sector perception

Weekend Recap

Earnings