October 22, 2015 5:19pm

 

The stem, cell and gene therapy sector will remain volatile and requires clearer guidance from management about the risks facing each company for the shares to re-appreciate!

Short-term expectations have declined.  Subscription required: http://www.regmedinvestors.com/user/register , read more …

 

 

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The major averages rose more than 1% Thursday, closing near their intraday highs. The Dow jumped 1.9%, while the NASDAQ and the S&P 500 each climbed 1.7%. Volume jumped 29% on the NYSE and 13% on the NASDAQ.

The NASDAQ closed UP +79.93 or +1.65% to 4,920.05 and the DOW closed UP +320.55 or +1.87% to 17,489.16.

 

 

Henry’omics:

The bottom line for the stem, cell and gene therapy sector is the desperation for a better approach to measuring who is watching i.e. managing your investment.  

  • Picking from the many sector “participants” requires more than diligence but locating the better managers of your invested capital – they are supposed to be working for you!

Take the time, help yourself by understanding the past and present roles of CEOs and their recent track record – are they managing expectation and share pricing – their primary purpose!

  • The stem, cell and gene therapy RegMed sector usually reflects current reality. When was the last time you were … informed of upcoming or proposed catalysts!

The SCGT&RM sector open to the downside, flogged to the upside by the first hour to slump and them fell dramatically to the downside through the mid-day and then closed negative as yet again.  

 

Riding the indexes and ETFs roller-coaster:

  • The iShares Biotechnology Stocks ETF (IBB) closed UP +1.65 or +0.54% on Thursday after Wednesday’s decline of -9.98 or -3.16% on Tuesday following Monday’s advance of +1.62 or +0.52%;
  • The NASDAQ Biotechnology index (NBI) closed UP +189.14 or +0.57% on Thursday after Wednesday’s decline of -1.50 or -0.49% following Tuesday’s decline of -106.24 or -3.21% after Monday’s advance of +18.62 or +0.57%;
  • The Russell 2000 (IWM) closed UP +1.00 or +0.88% on Thursday after Wednesday’s decline of -1.74 or -1.51% after Tuesday’s -0.16 or -0.14% following Monday’s advance of +0.22 or +0.19%;
  • The SPDR SD&P Biotech ETF (XBI) closed DOWN -0.14 or -0.22% on Thursday after Wednesday’s decline of -0.09 or -0.14% following Tuesday’s decline of -2.25 or -3.38% after Monday’s advance of +0.51 or +0.77%

 

 

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

  • The SCGT & RM equities opened negative with an A/DL of 9/30 and 4 flats jumping to a positive second hour with an A/DL of 25/13 and 5 flats to fall to a negative mid-day A/DL of 17/24 and 2 flats;
  • The 3 pm advance/decline line (A/DL) ripped the negative tide 15/24 with 4 flats. The closing bell synched the negativity of the session with an A/DL of 13/27 and 3 flats.

Volume is still low in respect to the past day’s downdraft!

  • My fear index, the CBOE Volatility Index (VIX) traded near 15 on Thursday following Wednesday’s above 16 in contrast to Tuesday’s near 15 having dropped about 33% this month.

The sector’s venue: “Veniremus, emimus, vendidit” – the new mantra, we came, we bought, we sold!  

 

 

Dosing the sector – what a day for the 43 Patients:

  • Open: NEGATIVE with 30 decliners, 9 advances and 4 flats;
  • Second hour (11:30 am): POSITIVE with 13 decliners, 25 advancers and 5 flats;
  • Mid-day (12:30 pm): NEGATIVE with 24 decliners, 17 advancers and 2 flats;
  • 3 pm: NEGATIVE with 24 decliners, 15 advancers and 4 flats;
  • Closing bell: NEGATIVE with 27 decliners, 13 advancers and 3 flat

 

 

Who was down – top 5:

  • Bluebird bio (BLUE) closed down -$4.41 to $76.37;
  • Regenxbio (RGNX) -$1.33 to $15.15;
  • Intrexon (XON) -$0.86 to $30.58;
  • Northwest Bio (NWBO) -$0.42 to $4.86;
  • Vericel (VCEL) closed down -$0.39 to $2.05

 

 

Who was UP:

  • Spark Therapeutics (ONCE) closed up +$3.02 to $58.96;
  • Juno therapeutics (JUNO) +0.71 to $47.40;
  • Kite Pharma (KITE) +$0.66 to $67.81;
  • Mesoblast ADR (USOTC: MBLTY) +$022 to $12.40;
  • AxoGen (AXGN) closed up +$0.07 to $4.50

 

 

Who is flat?

  • ReNeuron (RENE.L) at $3.875;
  • StemCells (STEM) at $0.395;
  • VistaGen (VSTA) at $7.75

 

 

All investments are subject to risks. Investors should consider investment objectives. The information included above as well as individual companies and/or securities mentioned should only construed as an indication from any RMi reviews.

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 referred to in this publication.