November 20, 2024
After a lost 2024 of cell and gene therapy sector valuation and share pricing
News: Sangamo Therapeutics (SGMO +$0.25) U.S. FDA has cleared the investigational new drug (IND) application for its ST-503 program, an investigational epigenetic regulator for the treatment of intractable pain due to idiopathic small fiber neuropathy (iSFN), a type of chronic neuropathic pain. Sage Therapeutics (SAGE -$0.11) today announced topline results from the P2 DIMENSION Study of dalzanemdor (SAGE-718) in participants with cognitive impairment (CI) associated with Huntington’s Disease (HD). In the study, dalzanemdor did not demonstrate a statistically significant difference versus placebo on the primary endpoint, SAGE does not plan further development of dalzanemdor.
My interpretation of the morning’s numbers is written to be informative; it’s built on what happened or will happen behind the headline today!
MY Pre-Open Thoughts: 9 Positive and 3 Negative Indications
Never leave an investor uninform
November 17, 2024
A scorecard of earnings releases of covered companies
Reporting to date - 34
The current LPS (loss per share) or net income, revenue, cash positions i.e. "runways" is a reflection of this universe's investing "status".
November 20, 2024
It’s worth taking look at pipeline and proximity to clinical results versus investment risk
Raise the conviction flag, insider buys are needed, not just option execution but, “true” holds
It’s about defining insight. Who speaks out while standing in-front, beside and behind investors – RMi
Never leave an investor uninformed!
November 17, 2024
A scorecard of earnings releases of covered companies Reporting to date - 34 The current LPS (loss per share) or net income, revenue, cash positions i.e. "runways" is a reflection of this universe's investing "status".
November 7, 2024
LPS (loss-per-share) releases will present challenges to share pricing with outcomes included 21 reported (SAGE),(MDXG)(BPMC),(ALNY),(QURE), (BEAM), (RARE), (VERV), (ADVM), (EDIT), (CRSP), )RARE), (IONS), (LENZ), (CRBU), (SLDB), (RGNX), (GBIO), (MRNA), (VCEL), (AXGN), (NTLA( More to report: Agenus (AGEN), Sage Therapeutics (SAGE), Sangamo Therapeutics (SGMO), Beam Therapeutics (BEAM), Voyager Therapeutics (VYGR) 11/12 Tuesday
October 3, 2024
Called “Monetization Financing with DRI Healthcare Trust” as access to capital markets is shaky EDIT sold certain future license fees and other payments owed under its Cas9 license agreement with Vertex Pharmaceuticals (VRTX)to a wholly-owned subsidiary of DRI Healthcare Trust (DRI) for an upfront cash payment of $57 million. EDIT closed down -$0.02 with only a +$0.06 or +1.87% aftermarket indication
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