April 10, 2023 4:40pm
The cell and gene therapy sector fluctuates in revenues, collaboration, regulatory submissions and expenses, but the changes may alarm investors who prefer to see expectation and consensus stability and share pricing growth.
Stock pricing rises or falls before and after an earnings announcement, depending on whether the earnings meet or fall short of expectations.
To date … 31 of 35 (adding BLUE, BCLI, ADVM OTCQB: BSTG)
Sage Therapeutics (SAGE) a Q4/22 net loss of -$147.1 M (FY22 -$532.8 M), or -$2.47 (FY22 -$8.98) per share, cash position $1.3 B and runway until 2025.
Ultragenyx Pharmaceuticals (RARE) a Q4/22 net loss of -$151.8 M (FY22 -$707.4 M), or -$2.16 (FY22 -$10.12) per share, cash position $896.7 M and runway until 2025.
CRISPR Therapeutics (CRSP) a Q4/22 net loss of -$110.6 M (FY22 -$650.2 M), or a Q4 -$1.41 (FY22 -$8.36) per share, cash position $1,868.4 M and runway until 2025.
Editas Medicine (EDIT) a Q4/22 net loss of -$60.7 M (FY22 -$220.M) or a Q4 -$0.88 (FY22 -$3.21) per share, cash position of $437.4M and a runway until 2025
Sangamo Therapeutics (SGMO) a Q4/22 net loss of -$52 M (FY22 -$192.3 M) or a Q4 -$0.32 (FY22 -$1.25) per share, cash position of $307.5 M <-$90.6 M ATM usage> with a runway until 2024
Alnylam Pharmaceuticals (ALNY) a Q4 net loss of -$207.4 M (FY22 - $1.31 B) or a Q4 -$1.68 (FY22 -$9.30) per share, cash position of $2.19 B with a runway until 2027.
Vericel (VCEL) a Q4/22 net income of +5.9 M (FY22 -$16.7M) or a Q4 +$0.12 (FY22 -$0.35) per share, cash position of $140 M and a runway until 2026
Intellia Therapeutics (NTLA) a Q4/22 net loss of -$113.4 M (FY22 -$474.1 M) or a Q4 -$1.40 (FY22 -$6.16) per share, cash position of $1.3 B <$337.9 M ATM usage> and a runway until 2027
uniQure NV (QURE) a Q4/22 net loss of Not Available (FY22 -$126.8M) or a Q4 -$0.15 (FY22 -$2.71) per share, cash position of $392.8 M and a runway until 2025 <eligible for $100M and +$75 M for product sale before 7/2/23>
Beam Therapeutics (BEAM) a Q4/22 net loss of -$38.3 M (FY22 -$289.1M) or a Q4 -$0.54 (FY22 -$1.43) per share, cash position of $1.1 B and a runway until 2025
Mesoblast (MESO) a Q4/22 net loss of Not Available (FY22 -$24.5M) or a Q4 Not Available (FY22 -$3.32) per share, cash position of $67.7 M <ATM usage of $30 M> and a runway until mid-2025
Chinook Therapeutics (KDNY) a Q4/22 net loss of -$62.6 M (FY22 -$187.9 M) or a Q4 -$0.90 (FY22 -$2.92) per share, cash position of $385.3 M and a runway until 2025
Regenxbio (RGNX) a Q4/22 net loss of -$59.9 M (FY22 -$282.8 M), a Q4 -$0.58 (FY22 -$6.87) per share, cash position $565.2 M and runway until 2025
Fate Therapeutics (FATE) a Q4/22 net loss of -$54.9 M (FY22 -$294 M), a Q4 -$1.38 (FY22 -$2.91) per share, cash position $441.2 M and runway until 2025 <a $38.5 m receivable 12/31/22>
MiMedx (MDXG) a Q4/22 net loss of -$41.5 M (FY22 -$30.19 M), a Q4 -$0.02 (FY22 -$0.33) per share, cash position $66 M and runway until 2025
Precigen (PGEN) a Q4 net loss of -$22.2 M (FY22 -$79.8 m) or -$0.11 (FY22 -$0.40) per share, cash position of $99.7 M <$73 M offering 1/23> and a runway of 2025
Voyager Therapeutics (VYGR) a Q4/22 net loss of -$23.6 M (FY22 -$46.4 M), or -$0.61 (FY22 -$1.21) per share, cash position $118.8 M and runway until 2025.
Cellectis SA (CLLS) a Q4/22 net loss of -$28.5 M (FY22 -$114 M), -$0.59 (FY22 -$2.33) per share, cash position $95 M and runway until 2025
Prime Medicine (PRME) a Q4/22 net loss of -$39.3 M (FY22 -$121.8 M), -$0.56 (FY22 -$4.19) per share, cash position $293.9 M and runway until 2025
Caribou Biosciences (CRBU) a Q4/22 net loss of -$27 M (FY22 -$99.4 M), -$0.44 (FY22 -$1.64) per share, cash position $317 M and runway until 2025
Homology Medicine (FIXX) a Q4/22 net loss of -$34.3 M (FY22 -$5 M), -$0.60 (FY22 -$1.73) per share, cash position $175 M and runway until Q4/24
Agenus (AGEN) a Q4/22 net loss of -$74.1 M (FY22 -$230.5 M), -$0.24 (FY22 -$0.78) per share, cash position $193 M and runway until 2025
AxoGen (AXGN) a Q4/22 adjusted net loss of -$1.08 M (FY22 -$12.6 M), -$0.13 (FY22 -$0.30) per share, cash position $55 M and runway until 2025
Verastem Oncology (VSTM) a Q4/22 net loss of -$16.8 M (FY22 -$73.8 M), -$0.08 (FY22 -$0.38) per share, cash position $87.9 M <ATM draw down -$15 M and raised $117.9 M in convert notes) and runway until 2025
Compass Therapeutics (CMPX) a Q4/22 net loss of -$11.5 M (FY22 -$29.2 M), or -$0.10 (FY22 -$0.37) per share, cash position $186.6 M and runway until 2025.
BioLife Solutions (BLFS) an unaudited Q4/22 net loss of -$49.2 M (FY22 -$139.8 M), -$1.15 (FY22 -$3.29) per share, cash position $64.1 M and runway until 2025
Avrobio (AVRO) a Q4/22 net loss of -$25 M (FY22 -$105.29 M), -$0.57 (FY22 -$2.42) per share, cash position $9.6 and runway until Q4/23
Solid Biosciences (SLDB) a Q4/22 net loss of -$15.2 M (FY22 -$86 M), -$N/A (FY22 -$10.10) per share, cash position $213.7 M and runway until 2025
bluebird bio (BLUE) a Q4/22 net loss of -$32.2 M (FY22 -$266.6 M), -$0.38 (FY22 -$3.39) per share, cash position $227 M +$131 M for PRV sale (1/23) and runway until Q4/2024
Brainstorm Cell Therapeutics (BCLI) a FY22 -$24.3 M, or -$0.66 per share, cash position $3 M and runway until Q2/2023
Adverum Biotechnologies (ADVM) a Q4/22 net loss of -$32.7 M (FY22 -$154.4 M), -$0.33 (FY22 -$1.56) per share, cash position $185.6 M and runway until 2025
Biostage (OTCQB: BSTG) a FY/22 net loss of -$6.073 M or -$0.54 per share, cash position $1.21 M and runway until Q2/2023
Opinions expressed are those of the author and are subject to change, and not intended to be a forecast of future events, a guarantee of future results, nor investment advice.
Whether information or intelligence is good, bad or somewhere in between; I put into context what is relevant and useful for investors. All investments are subject to risks. Investors should consider investment objectives.
Henry McCusker, the editor and publisher of RegMed Investors does not hold or have positions in securities referred to in this publication.
Regulation Analyst Certification (Reg AC): The research analyst primarily responsible for the content of this report certifies the following under Reg AC: I hereby certify that all views expressed in this report accurately reflect my personal views about the subject company or companies and its or their securities. I also certify that no part of my compensation was, is or will be, directly or indirectly, related to the specific recommendations or views expressed in this report.
