Indication intelligence, analysis and sector perception

RegMed’s mid-day: first half hour drop illustrates the polarized nature of our universe

September 25, 2015 12:54pm

How many times can one be right, as I had stated, the sector would fall to the downside before any upside!

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Stocks mention in the mid-day report: Fibrocell (FCSC), bluebird bio (BLUE), Intrexon (XON), Cellectis ADR (CLLS), Organovo (ONVO), Spark Therapeutics (ONCE), Applied Genetic Technologies (AGTC), VistaGen (VSTA), Juno therapeutics (JUNO), Kite Pharma (KITE) and ReNeuron (RENE.L),

Stocks were firmly higher near midday Friday as the market digested comments from Fed Chair Yellen late Thursday. The Dow outperformed, rising 1.29%. The S&P 500 added 0.8% and the NASDAQ gained 0.23%. The NYSE and NASDAQ volume was tracking just below Thursday's levels

The NASDAQ was UP +10.88 or +0.23% to 4,745.06 and the DOW was UP +208.75 or +1.29% to 16,410.07.

Pre-open:

Higher open expected; RegMed, the optimism among investors is mainly due to Yellen’s speech, while the sector is swimming upstream against a strong current - See more at: http://www.regmedinvestors.com/articles/higher-open-expected-regmed-optimism-among-investors-mainly-due-yellen-s-speech-while#sthash.wmPPYCnb.dpuf

Research notes:

Fibrocell (FCSC) and partner Intrexon (XON) must conduct toxicology-specific study of FCX-007 in non-grafted mice model of severe combined immunodeficiency - See more at: http://www.regmedinvestors.com/articles/fibrocell-fcsc-and-partner-intrexon-xon-must-conduct-toxicology-specific-study-fcx-007-non#sthash.SF0vDX13.dpuf

A day in the life of the stem, cell and gene therapy RegMed SCGT & RM sector and market:

U.S. stocks were off session highs but still trading sharply higher on Friday as the stem, cell and gene therapy regenerative medicine (SCGT&RM) were just getting … uglier as the session wore on!

The stem, cell, gene therapy and regenerative medicine (SCGT & RM) equities opened with a positive A/DL of 25/14 and 4 flats followed by a very negative first half hour which dropped the A/DL to 13/28 and 2 flats setting the tone for a negative mid-day A/DL of 3/38 and 2 flats.

The drop in “our’ universe threw more than some cold water on sector “participants’, adding yet another level of uncertainty already reeling from lack of clarity about clinical data and spending!

Dosing the sector – 43 Patients:

Open: POSITIVE with 14 decliners, 25 advancers and 4 flats;

1^st hour (10:00 am): NEGATIVE 28 decliners, 13 advancers and 2 flat;

1st hour (10:30 am): NEGATIVE 33 decliners, 8 advancers and 2 flat;

2^nd hour (11:30 am): NEGATIVE with 32 decliners, 8 advancers and 3 flats;

Mid-day (12:30 pm) NEGATIVE with 38 decliners, 3 advancers and 2 flats;

The morning’s indexes in review:

The iShares Nasdaq Biotechnology ETF (IBB) is DOWN -6.45 or -1.93 after Thursday’s close -6.06 or – 1.98%;

The SPDR SD&P Biotech ETF (XBI) is DOWN -2.73 or -3.77% after Thursday’s close of -0.90 or -1.23%;

The CBOE Volatility Index (.VIX) was below 22 after Thursday’s close of near 23

Who is down – lowest 5?

bluebird bio (BLUE) is down -$9.98 to $101.32;

Spark Therapeutics (ONCE) -$2.95 to $48.18;

Intrexon (XON) is down -$1.86 to $42.08;

Fibrocell (FCSC) -$1.28 to $5.20;

Applied Genetic Technologies (AGTC) is down -$1.09 to $12.71

Who is UP?

Histogenics (HSGX) is up +$0.63 to $5.33;

ReNeuron (RENE.L) +$0.25 to $4.375;

Cesca Therapeutics (KOOL) is up +$0.02 to $0.66

Who is flat?

BioLife Solutions (BLFS) at $2.18;

Opexa (OPXA) at $0.48;

The facts stated and the opinions given in this publication are based on data and information considered to be reliable and have been carefully worked into my analyses and prognoses. However, no guarantee can be given as to their fairness, accuracy or completeness.

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

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What's Happening Today

8 hours 25 min ago
RegMed Investors’ (RMi) pre-open: market, market and the sector pullbacks are driven by Israel retaliation against Iran tempered expectations for a rate cut

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Editor and Publisher ... Henry McCusker enters his tenth (10th) year at RegMed Investors with past experience in sell-side analysis, buy-side management, corporate management and due diligence.

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The facts stated and the opinions given in this publication are based on data and information considered to be reliable and have been carefully worked into my qualitative analyses and prognoses. However, no guarantee can be given as to their fairness, accuracy or completeness.

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