Indication intelligence, analysis and sector perception

RegMed Investors (RMi) Research Note: Q3/24 earnings reporting dates, net losses, cash positions, revenue and runway outcomes

October 15, 2024

LPS (loss-per-share) releases will present challenges to share pricing with outcomes included 2 to report ... so far: Sage Therapeutics (SAGE)  10/29 Tuesday MiMedx (MDXG) 10/30 Wednesday

RegMedInvestors (RMi) Research Note: Editas Medicine asset sale raises $57+ M non -dilutive financing

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  

RegMed Investors (RMi) Research Note: Ionis Pharmaceuticals (IONS) prices a $500.3 M public offering

September 10, 2024

Priced at $43.50 of 11.5 M shares  IONS closed up +$1.44 or +3.07 M to $48.03 with a negative -$5.94 to $42.39 on Tuesday Check-out debt versus cash (below) Morgan Stanley and Goldman Sachs & Co. LLC are acting as joint book-running managers for the offering