November 17, 2016 7:42am

 

… The rules of craps state that the shooter is said to “crap out” and players lose their pass line bets.

If the come out roll is a 7 or 11, these results in a win for pass line bets –it’s time for some sector equities.

 

 

I answer one question; in which company should investors put, keep and commit their money!

 

 

If you are not a subscriber, you won’t know the morning’s indications and who is in the headlights.

 

I write in every line that investors need to avoid risks as if I were the first to be hurt if I am wrong!

 

RegMed Investors’ (RMi) provides exclusive and original content; put your eyes on the page to figure out what’s really going on!

 

 

I keep track of closes, indexes, pricing as news lately lacks any energy and the social media impact of RMi reporting stimulates the reality of “our” universe as well as disrupting element in the trading of sector equities!

Remember, yesterday’s dog is the today’s hero!

 

 

BUY: AGTC, BLCM and HSGX

SELL: AST, STEM,

 

Indexes and ETFs: The IBB (-0.15%) and XLV (-0.10%) are DOWN, while the IWM (+0.32%) and XBI (+0.14%) are UP

Dow futures are UP +0.06% and NASDAQ futures are UP +0.30%

 

 

U.S. stock index futures pointed to a higher open on Thursday as traders eyed comments from Federal Reserve Chair Janet Yellen, as well as a host of data and earning

European stocks were mixed as traders paused for breath after U.S. bond yields pulled back and the dollar came off a 13-1/2 year high.

Asian markets were mixed, pausing for breath after oil prices extended declines.

 

Data docket: initial claims, CPI, housing starts and the Philly Fed survey all released at 8:30 a.m. ET. Yellen is set to appear before the Congress in Washington, D.C. at 10 a.m. ET.

  • She was scheduled to testify on the economy at the hearing, but is now expected to be asked about President-elect Donald Trump's plans to cut taxes and launch a hefty infrastructure spending program. The Fed itself is also likely to be a topic of discussion. Separately, New York Fed President William Dudley, Fed Governor Lael Brainard and Chicago Fed President Charles Evans are all set to speak Thursday.

 

 

The stem, cell, gene and regenerative therapy (SCG&RT) sector closed NEGATIVE Wednesday and Tuesday, POSITIVE on Monday, Friday and last Thursday.

The SCG&RT sector’s record after the last 5 days (of 43 covered companies):

·         Wednesday closed NEGATIVE with 26 decliners, 13 advancers and 4 flats;

·         Tuesday closed NEGATIVE with 27 decliners, 13 advancers and 3 flats;

·         Monday closed POSITIVE with 17 decliners, 22 advancers and 4 flats;

·         Friday closed POSITIVE with 10 decliners, 30 advancers and 3 flats;

·         Last Thursday closed POSITIVE with 11 decliners, 30 advancers and 2 flats;

 

 

Remembering Wednesday’s closing investor letter, “Short-term oversold conditions to me … seem to generate just another quest for value which is usually followed by yet another overbought ailment.”

  • As I had stated, milestones and catalysts are the “secret sauce” of cell therapy valuations - what makes share pricing sense, of course, is another matter!

However, the immediate state of “our” universe has been a hangover from a few days of ups – it must have been the energy drinks drunk post-election.

  • At some point, the aftermath over the potential knowns that seemingly shroud a Trump presidency will fade to more unknowns.

But, I believe change is what we needed; I hope I don’t choke on these words and those actions.

 

 

You’ve made it to the office, turned on the monitor, having just gotten your coffee and it hits you - what could be today’s trades? 

Watch list:

·         The iShares Nasdaq Biotechnology (IBB) closed  Wednesday down -1.65% and is DOWN -0.15% in Thursday’s pre-market;

·         The SPDR S&P Biotech ETF (XBI) closed Wednesday down -3.25% and is UP +0.14% in Thursday pre-market;

·         The Health Care Select Sector SPDR ETF (XLV) closed down -0.43% Wednesday and is DOWN -0.10% in Thursday’s pre-market;

·         The iShares Russell 2000 (IWM) closed up +0.31% on Wednesday and is UP +0.32% in Thursday’s pre-market.

 

 

Companies in my headlights:

Applied Genetics Technologies (AGTC) closed DOWN -$0.75 to $9.35. There is still $9.23 of cash in the per share pricing, revenue, net income and a solid partner – Biogen (BIIB) however, the retail component doesn’t play well for investors as traders “play” the drift – BUY;

Asterias Biotherapeutics (NYSEMKT: AST) closed UP +$0.40 to $4.80. Since 11/8’s $3.05 to 11/15’s <Tuesday> $4.40, a target is being formed for a trading incentive – SELL;

Bellicum Pharma (BLCM) closed DOWN -$0.37 to $21.95. BLCM received notice of a Product Development award totaling approximately $16.9 M from the Cancer Prevention and Research Institute of Texas (“CPRIT”) to support clinical studies of its lead product candidate BPX-501. Assuming successful contract negotiations and execution, the CPRIT award would fund a portion of a three-year global clinical program comprising clinical trials for adult and pediatric patients with high- and intermediate-risk acute myeloid leukemia (AML). The proposed studies are designed to evaluate the benefit of BPX-501 and rimiducid in the context of in vivo and ex vivo T-cell depleted haploidentical hematopoietic stem cell transplantation (haplo-HSCT) - BUY;

Histogenics (HSGX) closed FLAT at $2.21. The last six sessions have traded $2.21to $2.54, HSGX is always perceived as the “come-back kid” re share pricing with a solid P3 enrolling and is preparing for a top-line data “read-out” in the middle of 2018 and a BLA submission shortly thereafter – BUY;

StemCells (STEM) closed UP +$0.34 to $1.41. The aftermarket indication is negative -$0.06 which is not the only reason to dump the “hump” – it is a totally different company that is buying it and there are timing issues in “closing” the proxy. 11/8, the stock was trading at $0.79 – enough said, run –SELL;

 

 

Whether information or intelligence is good, bad or somewhere in between; I put into context what is relevant and useful for investors.

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

Henry’s comments are for informational purposes only and are not a substitute for personalized advice. Consult your advisor about what is best for you.