Indication intelligence, analysis and sector perception

RegMed Investors: The week that will define the cell and gene therapy sector’s share pricing month

May 3, 2022 10:45am

Earnings’ today – uniQure NV (QURE) – below with more this week …

Sage Therapeutics (SAGE) on 5/3, AxoGen (AXGN), Fate Therapeutics (FATE), Global Blood Therapeutics (GBT), Ionis Pharmaceuticals (IONS), MiMedx (MDXG), Editas Medicine (EDIT) and Vericel (VCEL) on 5/4; Sangamo Therapeutics (SGMO) and Ultragenyx Pharmaceuticals (RARE), Intellia Therapeutics (NTLA) on 4/5, BioLife Solutions (BLFS) on 5/9, Agenus (AGEN) on 5/10 and Brainstorm Cell Therapeutics (BCLI) on 5/16 so far.

Two (2) sector earnings (ALNY and SLDB) from my covered list and they charging their equity pricing into the ground while Monday’s QURE earnings report traded upward?

uniQure NV (QURE) reported a Q1 net loss of $46.7 M or -$1.00 per share as compared to Q1/21’s -$41.6 M or -$0.91 per share.

A cash position of $524.9 M and a runway to 1H/25.

Revenue was $1.8 M as compared to Q1/21’s $500 K. R&D was 45M versus $32.7 m in Q1/21. SG&A was $11 M versus $12.4 M in Q1/21. BIG increases in interest from loan/debt financing from Hercules of $1 M of a $65 M drawdown

35 companies, 1 interpreter!

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