December 22, 2016 7:21am

 

… Think cash and per share positions …

MY rousing theme until years-end is who are and will be the “come-back kids “in 2017

 

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

 

Who is in today’s headlights – five (5) equities, are they a BUY or a SELL?

 

Miss me; it’s time to be a subscriber for the New Year 2017!

 

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

 

 

 

The sector is being driven by a missing theme – optimism; until we get some, the path of least resistance is lower.

 

 

BUY: BLCM, JUNO, ONVO, VCEL and VSTM

 

Indexes and ETFs: The IWM (-0.49%) is DOWN, while the IBB (+0.06%) is UP and the XLV and XBI (%) are NOT indicating

Dow futures are DOWN -0.06% and NASDAQ futures are DOWN -0.08%

 

U.S. stock index futures pointed to a lower open on Thursday as traders eyed the release of a big batch of data.

European markets opened lower as trading desks began to thin out on the last full day of work for London's financial sector before the long Christmas break.

Asian shares lost ground amid thinner pre-holiday trade, after the Dow failed to reach the 20,000 mark overnight.

Data docket: Initial jobless claims, durable goods and the final revision to third-quarter GDP are all due at 8:30 a.m. ET. Personal income, consumer spending, PCE (Personal Consumption Expenditures) prices and leading indicators are all due at 10:00 a.m.

 

 

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

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

·         Wednesday closed NEGATIVE  with 31 decliners, 9 advancers and 3 flat;

·         Tuesday closed POSITIVE with 15 decliners, 25 advancers and 3 flats;

·         Monday closed POSITIVE with 20 decliners, 22 advancers and 1 flat;

·         Friday closed NEGATIVE with 26 decliners, 14 advancers and 3 flats;

·         Last Thursday closed POSITIVE with 19 decliners, 23 advancers and 1 flat;

 

 

Remembering last night’s newsletter, “The sector’s hole gets deeper. Upside momentum sputtered as traders bolted with “our” upside in their pocket.”

  • Volume is low; volatility is so-so while resistance somersaults as traders pick to flip … The stem, cell, gene and regenerative therapy (SCG&RT) sector opened positive, stayed positive at the mid-day and closed positive.”

As the Hanukah and Christmas holidays approach expect trading volumes to DROP significantly, which may lead to volatile swings within the market.

  • The planes, trains and highways out of Boston have become much more crowded last night as many marketplace collaborators escaped commencing their holiday vacation plans!

 

I am looking at the deepening <pricing> hole in the sector and seeing some … blossoming dollar appreciation!!!

 

 

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 -1.13% and is UP +0.06% in Thursday’s pre-market;

·         The SPDR S&P Biotech ETF (XBI) closed Wednesday down -2.06% and is NOT indicating in Thursday’s pre-market;

·         The Health Care Select Sector SPDR ETF (XLV) closed down -0.56% Wednesday and is NOT indicating in Thursday’s pre-market;

·         The iShares Russell 2000 (IWM) closed down -0.65% on Wednesday and is DOWN -0.49% in Thursday’s pre-market

 

                                                                                   

Companies in my headlights:

Bellicum Pharmaceuticals (BLCM) closed DOWN -$0.42 to $13.96 following Tuesday’s $14.38 (-0.35) after Monday’s $14.73 (-$0.38), Friday’s $15.41 and last Thursday’s $15.63. 12/2 the stock was priced at $18.72, 11/2, the stock was priced at $16.35 and on 10/3, the stock was priced at $19.85 - Oversold– Maintaining BUY;

Juno Therapeutics (JUNO) closed DOWN -$1.08 to $18.03. OVERSOLD, the aftermarket indication is positive +$0.07 – BUY;

Organovo (ONVO) closed DOWN -$0.12 to $3.56. I go back to my sitting-in on CEO Keith Murphy’s presentation at the World Stem Cell Summit (WSCS) – I am ALL IN for the NEW Year 2017 – BUY;

Vericel (VCEL) VCEL) closed DOWN -$0.15 to $2.90. After 6.2 M shares were offered and sold at a price of $2.75 per share; VCEL raised $20 M as the over-allotment of 930 K shares were also sold.   The after-market indication is positive +$0.35 – BUY;

Verastem (VSTM) closed DOWN -$0.02 to $1.15. VSTM has felt the “fickle finger of fate” as far as development is concerned but, is on the way back and take time. One good thing, there is $86.88 M in cash in the till, $2.35 total cash per share and NO debt – BUY;

 

 

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.