May 27, 2023 12:37pm

LPS (loss-per-share) releases will present challenges to share pricing with outcomes included

35 reported to date with one 1 net income (VYGR) ... <read more>

 

Mesoblast (MESO) 3/25 - Friday

 

 

 

 

Sangamo Therapeutics (SGMO) could NOT recognize their quarterly numbers of net loss and per share loss but could identify its cash position – NOT quite the bell weather for the sector as even preliminary numbers were NOT available – WRONG measure of defining expectation!

Mesoblast (MESO) Q3/23 NO Q (even in SEC filed 6K) information while reporting $48.8 M in cash with an additional debt financing in place.

Sage Therapeutics (SAGE) reported a Q/23 net loss of -$146.8 M, a share pricing loss of -$2.46 with a cash position of $1.1 B and a runway until 2025

MiMedx (MDXG) reported a Q1/23 net loss of -$5 M, a share pricing loss of -$0.06 with a cash position of $61.2 M and a runway until 2025

Ionis Pharmaceuticals (IONS) reported a Q1 net loss of -$124 M or -$0.87 per share with a cash position of $2.3 B and a runway to 2026

Regenxbio (RGNX) reported a Q1/23 net loss of -$66.7 M or -$1.53 per shares with a cash position of $473.5 M and runway until 2025

Fate Therapeutics (FATE) reported a Q1 net loss of -$18.8 M or -$0.19 per share with a cash position of $412.8 M (receivables of $13.5 M) and a runway until of 2025

Compass Therapeutics (CMPX) reported a Q1/23 net loss of -$7.8 M or -$0.06 per share with a cash position of $175 M and a runway until 2026

Alnylam Pharmaceuticals (ALNY) reported a GAAP net loss of -$174.1 M or -$1.40 per share with a cash position of $2.07 B and a N/A runway

Intellia Therapeutics (NTLA) reported a Q1/23 -$103.1 M net loss or a -$1.17 per share with a cash position of $1.2 B and a 2027 runway

Cellectis SA (CLLS) reported a Q1/23 -$34.7 M net loss or a -$0.70 per share with a cash position of $88.1 M and a 2025 runway

Ultragenyx Pharmaceuticals (RARE) reported a Q1/23 -$164 M or a -$2.33 per share and a cash position of $714.6 M and 2025 runway

Editas Medicine (EDIT) reported a Q1/23 -$49 M or -$0.71 per share and a cash position of $401.8 M and a 2025 runway

CRISPR Therapeutics (CRSP) reported a Q1/23 net loss of -$53.1 M or -$0.67 and a cash position of $1,888,9.5 M and a 2025 runway

 

5/9:

Agenus (AGEN) reported a Q1/23 net loss of -$70.89 or -$0.22 per share with a cash position of $189.2 M and a runway until 2025.

AxoGen (AXGN) reported a net loss of -$7.1 M or -$0.17 per share with a cash position of $44.1 M and a runway until 2025

uniQure NV (QURE) reported a net loss of -$77.2 M or -$0.63 per share with a cash position of $315.5 M and a runway until 2025

bluebird bio (BLUE) reported a net loss of -$21.2 m or -$0.21 per share with a cash position of $364 M and a runway until 2024

Voyager Therapeutics (VYGR) reported a Q1/23 net income of +$124 M or +$3.05 per share with a cash position of $273.3 M and runway until 2025

Verastem Oncology (VSTM) reported a net loss of -$15.7 M or -$0.08 per share with a cash position of $111.2 M and a runway until 2025

 

5/10:

Vericel (VCEL) reported a Q1/23 net loss of -$7.5 M or -$0.16 per share with a cash position of $139 M and a runway until 2025.

Precigen (PGEN) reported a Q1/23 net loss of -$22.7 M or -$0.10 with a cash position of $125.4 M and a runway until 2025.

Beam Therapeutics (BEAM) reported a Q1/23 net loss of -$96.5 M or -1.33 per share with a cash position of $1.1 B and a runway until 2026

BioLife Solution (BLFS) reported a Q1/23 net loss of -$13.7 M or -$0.32 per share with a cash position of $56.9 M and a runway until 2025

 

5/11:

Prime Medicine (PRME) reported a Q1/23 net loss of -$39.4 M or a -$0.44 per share with a cash position of $263 M and a runway until 2025

Solid Biosciences (SLDB) reported a Q1/23 net loss of -$30.07 M or a -$1.54 per share with a cash position of $185 M and a runway until 2025

Avrobio (AVRO) reported a Q1/23 net loss of -$25 M or a -$0.57 per share with a cash position of $72.3 M and a runway until 2024

Adverum Biotechnologies (ADVM) reported a Q1/23 net loss of -$29.2 m or -$0.29 per share with a cash position of $164.3 M and a runway until 2025

Homology Medicine (FIXX) reported a Q1/23 net loss of -$28.8 M or -0.50 per share with a cash position of $150 M and a runway until Q4/24

 

5/12:

Biostage (OTCQB: BSTG) issued a 10-Q (late Friday, NO conference call or press release), reporting a Q1/23 net loss of -$2.89 M or -$0.24 per share with a cash position of $3,369 M and a runway until Q4/2023

 

5/15:

VERVE Therapeutics (VERV) reported a Q1/23 net loss of -$52. M or -$0.84 per share and a cash position of $508.7 and a runway until 2H/25

Brainstorm Cell Therapeutics (BCLI) reported a net loss of -$5.1 M or -$0.14 with a cash position of $2.2 M and a runway until Q4/2023

 

5/25:

Mesoblast (MESO) reported Q3/ 23 on Friday a net loss of -$18.6 M or -$2.53 per share with a cash position of $48.8 M and a runway until Q2/24

 

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.