February 21, 2025
Earnings continue to be important in a holiday shortened week; LPS (loss per share), revenue uplifts and lags, clinical progress with some program uncertainty, a dearth all followed by estimate misses
News: bluebird bio (BLUE) Announces Definitive Agreement to be Acquired by Carlyle and SK Capital <specifics in The Bottom Line>
No false narratives or fake news; to read insights and analysis on the latest sector action, check out Pre-Open Brief …
I am NOT often wrong and always consider doubt of some market and sector share pricing movements
Never leave an investor uninform
February 21, 2025
Is it headed down the “Tube” as cash runs low and more questions arise on its viability with continuous “Going Concern” status for years?
Have investors close wallets with $98.3 M accumulated deficit and only 3.59 M <with -$1.471 in liabilities> as of 9/30/24 spending $2 - $2.9 M per Q with a “stated” runway until Q2/25?
After their “beg” for merger was rejected by another Chinese backed company?
Questions <1/6/25> from Division of Corporate Finance, SEC re Reporting Person – Regulation 13D-G arose regarding previous/current (?) Hong Kong investor (Mao Zhang) generating an SEC filing
Lest investors forget OTCQB: HRGN was the subject of a Netflix special, “Bad Surgeon: Love Under the Knife”
February 21, 2025
A lousy week with another series of BAD econs raise further concerns about the economy
As I wrote, “a sign, advanced/decline line is dropping; from Tuesday, how long can our universe of cell and gene therapy handle the upswings”? They didn’t!
News: bluebird bio (BLUE -$2.96 or -42.05% TO $4.08) to go private for less than $30 M; former CEO Nick Leschly had really “wrung the neck of the bird” <See Pre-Open’s Post in The Bottom Line>
It’s hard to be right so often, it’s about defining insight. Who speaks out while standing in-front, beside and behind investors – RMi
I say today what others won't, so you can do what others can't!
Never leave an investor uninformed!
The week in Review
February 21, 2025
Is it headed down the “Tube” as cash runs low and more questions arise on its viability with continuous “Going Concern” status for years? Have investors close wallets with $98.3 M accumulated deficit and only 3.59 M <with -$1.471 in liabilities> as of 9/30/24 spending $2 - $2.9 M per Q with a “stated” runway until Q2/25? After their “beg” for merger was rejected by another Chinese backed company? Questions <1/6/25> from Division of Corporate Finance, SEC re Reporting Person – Regulation 13D-G arose regarding previous/current (?) Hong Kong investor (Mao Zhang) generating an SEC filing Lest investors forget OTCQB: HRGN was the subject of a Netflix special, “Bad Surgeon: Love Under the Knife” Dr. Paolo Macchiarini is world famous for his revolutionary stem cell-infused windpipe transplants. There's just one problem: His patients keep dying. https://www.netflix.com/title/81607097#:~:text=Dr.,problem%3A%20His%20patients%20keep%20dying. And did they pay for the recognition…!
February 18, 2025
35.739 M shares were priced at $4.30 with 13.88 M warrants priced at $4.029 Tuesday SLDB jumped +$1.27 to $5.30 The financing includes new and existing investors, including Adage Capital Partners LP, Bain Capital Life Sciences, Invus, Perceptive Advisors, RA Capital Management, TCGX, Venrock Healthcare Capital Partners, Vestal Point Capital, a U.S.-based life-sciences focused institutional investor, a major mutual fund and a large investment management firm.
January 27, 2025
Breaking: SAGE board has unanimously rejected Biogen’s (BIIB) $469 M offer, stating it "significantly undervalues" the company and does not serve shareholders' best interests. BIIB, which currently holds a 10.2% stake in Sage, proposed to acquire all outstanding Sage shares it does not already own for $7.22 per share. SAGE also announced it has initiated a process to explore strategic alternatives but has not set a timeline for the review. SAGE confirmed (2/10/25) that Biogen (BIIB) has submitted an unsolicited, nonbinding proposal to acquire all of the outstanding shares of SAGE not already owned by BIIB for $7.22 per share. SAGE is trading (Monday, 1/27/25) up +$0.39 or -5.42% at $7.49
February 21, 2025
RegMed Investors (RMi) Closing Bell: Stare into the abyss to see the cell and gene therapy share pricing remains after initial positive open
February 21, 2025
RegMed Investors (RMi) Research Note: The clock continues to tick down on Harvard Apparatus GT (OTCQB: HRGN)
February 21, 2025
RegMed Investors’ (RMi) pre-open: think speculative behavior in this current market and sector
February 20, 2025
RegMed Investors (RMi) Closing Bell: Sector bends to econs yet again
February 20, 2025
RegMed Investors’ (RMi) pre-open: back into econs and some slippage?
February 19, 2025
RegMed Investors (RMi) Closing Bell: a sign, advanced/decline line is dropping!
February 18, 2025
RegMedInvestors (RMi) Financing Note: Solid Biosciences (SLDB) priced 35.739 M share offering with warrants
February 18, 2025
RegMed Investors (RMi) Closing Bell: market and sector’s hovering
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