November 9, 2015 6:30am

 

The SCGT&RM sector has underperformed and has usually over-reacted in the past quarters and weekly sessions.  With all the trial failures, collaborators moving on and the lack of management changes – what will make the future different – sentiment needs to be better quantified!  

Henry’s “5” Monday trading picks. Subscription required: http://www.regmedinvestors.com/user/register

 

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DOW futures are DOWN -0.3% and NASDAQ futures are UP +0.2%

 

Stock futures point to moderate opening losses, as investors continue to mull last week’s jobs data and continued strength in the dollar.

European equities traded flat amid weak Chinese trade data and despite stronger-than-expected U.S. jobs data raising expectations of a Federal Reserve interest rate hike in December.

Asian stocks were mixed with equity markets in China and Japan scaling their highest levels in more than two months while other regional bourses wobbled on the back of below-view trade figures from China over the weekend.

 

Data docket: There is no first-tier data on the calendar for Monday. Boston Fed President Eric Rosengren gets a busy week for Fed speakers started with a speech on the economic outlook, at noon Eastern Time in Newport, Rhode Island.

 

 

The RegMed sector closed POSITIVE on Friday, NEGATIVE on Thursday, POSITIVE on Wednesday, Tuesday and last Monday.

The week is about to begin as:

·         Friday closed POSITIVE with 14 decliners, 27 advancers and 2 flat;

·         Thursday closed NEGATIVE with 29 decliners, 11 advancers and 3 flat

·         Wednesday closed POSITIVE with 12 decliners, 28 advancers and 3 flats following

·         Tuesday closed POSITIVE with 15 decliners, 26 advancers and 4 flats after

·         Last, Monday closed POSITIVE with 1 decliner, 39 advancers and 3 flats

 

 

It is important to take a step back and remember that no one can predict the short-term temperature, or near -term prospects of the stem, cell and gene therapy RegMed (SCGT&RM) with accuracy and consistency.

  • However, patterns do evolve!  

Remember, sentiment is the attitude, opinion or feeling toward something; which to me means – classifying the many sources of data that elevates or deflates the effect of emotion on stock values such as insight from analysts, media, social media, and company announcements.

  •   For “our” universe stocks to rally, perception i.e. sentiment needs to stabilize as risk rises and falls. 

As to the longer-term question of whether the SCGT&RM is an once-in-a-lifetime opportunity? Investors will let you know in a few years...

 

 

Monday’s trading indications, stocks to watch:

  • bluebird bio (BLUE) closed UP +$3.28 to $73.6.    $901.7 M in cash has a lot of sway. BLUE’s aftermarket reflects a slow climb back – the stock is UP +$0.29 in the aftermarket - Maintaining BUY; 
  • Capricor (CAPR) closed UP +$0.08 to $4.20 with 16.6 K shares traded <3 month average = 23.3 K shares>.   I have been negative since March and more often correct about the inflation and deflation of the share pricing - time after time after time.  There is just TOO much fluctuation with small volume; how does CAPR expect to be ready for a pending offering - Maintaining SELL;
  • Cellectis S.A.  ADR (CLLS) closed UP +$0.86 to $42.14 on Friday. CLLS reported success in sending a one-year-old baby's incurable leukemia into remission with an "off-the-shelf" gene editing immunotherapy treatment. CLLS treated the girl by infusing her with genetically edited cells at a hospital in Britain. Two months later, she was free of the cancer that had been so aggressive doctors thought she would surely die.  Healthy donor cells were used for the girl's treatment, and that could be the key to someday mass-producing the treatment for off-the-shelf use. Tailoring treatments to each individual patient costs a lot more money, and that's a hurdle “others” will need to address as they approach commercialization. Off-the-shelf treatments help bring down manufacturing costs.  CLLS is UP +$0.65 or +1.54% to $42.79 in the aftermarket – BUY;
  • Northwest Bio (NWBO) closed UP +$0.30 to $5.27. Just not a believer, Overbought - SELL
  • Osiris (OSIR) closed DOWN -$3.71 to $14.54 after release of financial results reporting <11/6> a Q3/15 net loss of -$374 K or -$0.02 per share with $43.2 M in cash Oversold - BUY;

 

 

 

The information included above as well as individual companies and/or securities mentioned should be construed as guidance in 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 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.