May 27, 2025 4:33pm

Indexes rose Tuesday after President Trump agreed to delay tariffs of 50% on the EU

Following a losing week and an alternating weeks and month in the cell and gene therapy sector

Always be vigilant concerning your portfolio … why you need RMi!

Never leave an investor uninformed! 

 

On point, short on words, long on facts and being judicious!

My mission is to provide clear, actionable guidance on a regular basis to help investors and traders navigate the uncertain and often irrational financial markets.

I put hours of effort to create reporting, while leveraging my 40 years of operating. investigative and research experiences to analyze the key market-moving events and distill that into a cogent outlook.

 

Tuesday, RegMed Investors’ (RMi) pre-open: giddyap … https://www.regmedinvestors.com/articles/13933

Monday was a market holiday

Friday night’s RegMed Investors (RMi) Closing Bell: All I can sing: swing low, non-sweetening index chariot … https://www.regmedinvestors.com/articles/13932   

RegMed Investors (RMi) Research Note: Harvard Apparatus GT (OTCQB: HRGN): No partner, No cash, NO runway, extensive liabilities and debts to past employee and university associations … https://www.regmedinvestors.com/articles/13812

 

Tuesday: The Dow closed UP +740.58 points or +1.58%, the S&P closed UP +118.72 points or +2.05% while the Nasdaq closed UP +461.96 points or +2.47%

  • Indexes aimed skyward as U.S. consumer confidence data came in stronger than expected for May on hopes of trade agreements

Henry’omics: We need to more than consider the economic environment - rising rates and inflation to comprehend the micro re “our” universe of cell and gene therapy companies

  • May’s The Conference Board’s consumer confidence data came in stronger than economists predicted coming in at 98, higher than the estimate of 86; an increase of more than 12 points from the prior month.
  • Orders for long-lasting goods such as airplanes, appliances and computers fell 6.3% in April on a steep slide in transportation equipment. The decline in so-called durable goods was less than the 7.8% forecast. Also, excluding transportation, orders rose 0.2%. A 17.1% decrease in transportation equipment accounted for much of the decline in the headline number. Excluding defense, new orders fell 7.5%.

Tuesday’s advance/decline line opened with a positive 23 incliner, 10 decline and 2 flats ending with a positive close of 21 incliners, 11 decliners and 3 flats  

Metrics:  Tuesday, the IBB was up +1.60%, the XBI was up +0.34% while the VIX was down -1.32 points or -6.42% at 19.25

 

Monday was a market holiday – Memorial Day

 

Q2/25 – May – 8 negative and 10 positive closes

  • April – 11 positive and 10 negative closes

Q1/25

  • March, 10 positive and 12 negative closes
  • February – 12 holiday, 11 negative and 7 positive closes
  • January - 2 holidays, 1 market close, 10 negative and 10 positive closes

 

Tuesdays Closing UP (10 of 21) +$ after Monday holiday and Friday’s

  • Lenz Therapeutics (LENZ +$1.23),
  • Vericel (VCEL +$1.15 after Monday holiday and Friday’s -$0.46
  • CRISPR Therapeutics (CRSP +$0.71 after Monday holiday and Friday’s -$0.67
  • Moderna (MRNA +$0.50 after Monday holiday and Friday’s -$0.46),
  • BioLife Solutions (BLFS +$0.46 after Monday holiday and Friday’s -$0.32),
  • uniQure NV (QURE +$0.34),
  • Ionis Pharmaceuticals (IONS +$0.34 after Monday holiday and Friday’s -$0.28),
  • AxoGen (AXGN +$0.23 after Monday holiday and Friday’s +$0.13),
  • Solid Biosciences (SLDB +$0.23),
  • Beam Therapeutics (BEAM +$0.20 after Monday holiday and Friday’s -$0.41),

Flat (3)

  • Brainstorm Cell Therapeutics (BCLI)
  • Cellectis SA (CLLS)
  • Homology Medicine (FIXX)

Tuesday’s Closing DOWN (11 of 11): 

  • Blueprint Medicine (BPMC -$1.44 after Monday holiday and Friday’s +$1.16
  • Regenxbio (RGNX -$0.64 after Monday holiday and Friday’s -$0.15
  • Ultragenyx Pharmaceuticals (RARE -$0.58 after Monday holiday and Friday’s +$0.15
  • Agenus (AGEN -$0.27 after Monday holiday and Friday’s +$0.03
  • Harvard Apparatus RT (OTCQB: HRGN -$0.15),
  • Voyager Therapeutics (VYGR -$0.10),
  • Verve Therapeutics (VERV -$0.07),
  • Sangamo Therapeutics (SGMO -$0.02),
  • Prime Medicine (PRME -$0.02 after Monday holiday and Friday’s +$0.06)
  • Sage Therapeutics (SAGE -$0.01),
  • Generation BIO (GBIO -$0.0015)

 

 

The BOTTOM LINE: The cell and gene therapy sector carried by upswinging indexes surged on Tuesday, buoyed by improved prospects for a US-EU trade agreement after President Trump delayed the implementation of 50% tariffs on imports from the European Union.

  • Investor sentiment also benefited from a rebound in consumer confidence, which rose in May following 5 consecutive months of decline, coinciding with the administration’s easing of its toughest tariff threats.
  • Another boost came from a slide in Treasury yields and a stronger dollar, credited to signs that Japan will cut back on bond sales after a market rout. <Yahoo Finance>

Cell and gene therapy sector equities popped on Tuesday after Monday’s holiday …

  • After getting squashed Friday after making a barely positive progress on Thursday, unfollowing Wednesday’ negative finish, Tuesday’s following Monday’s positive …

Investors are now turning their attention to a busy week of economic data.

Market watchers will also hear from Fed officials who are expected to hold rates steady in line with previous direction.

  • As “there is now a "healthy debate" within the Federal Reserve about whether any inflation triggered by President Trump’s tariffs will prove to be transitory, according to Minneapolis Fed president Neel Kashkari. <Yahoo Finance>

May ‘25: understand the “flow” …

  • 5/27 – Tuesday closed positive with 21 positive, 11 negative and 3 flats
  • 5/26 – Monday market holiday
  •  
  • 5/23 – Friday closed negative with 7 positive, 25 negative and 3 flats
  • 5/22 – Thursday closed positive with 19 positive, 14 negative and 2 flats
  • 5/21 – Wednesday closed negative with 3 positive, 30 negative and 2 flats
  • 5/20 – Tuesday closed positive with 23 positive, 9 negative and 3 flats
  • 5/19 – Monday closed positive with 23 positive, 12 negative and 1 flat
  • 5/16 - Friday closed positive with 29 positive, 3 negative and 3 flats
  • 5/15 – Thursday closed positive with 24 positive, 10 negative and 1 flat
  • 5/14 – Wednesday closed negative with 8 positive, 25 negative and 2 flats
  • 5/13 – Tuesday closed negative with 6 positive, 28 negative and 1 flat
  • 5/12 - Monday positive with 39 positive, 3 negative and 2 flats
  • 5/9 - Friday closed negative with 10 positive, 23 negative and 2 flats
  • 5/8 – Thursday closed positive with 25 positive, 8 negative and 2 flats
  • 5/7 - Wednesday closed positive with 16 positive, 15 negative and 4 flats
  • 5/6 – Tuesday closed negative with 2 positive, 31 negative and 2 flats
  • 5/5 - Monday closed negative with 9 positive, 23 negative and 3 flats
  • 5/2 – Friday closed positive with 24 positive, 8 negative and 3 flats
  • 5/1 - Thursday closed negative with 14 positive, 19 negative and 2 flats

 

I usually write/say “electronic trading and uncle algo” slips in and out, back doors reaping sector disharmony and then pops right back for some profiteering.

  • What can I say, love ‘em, leave ‘em and welcome back to save the sector’s honor – “uncle algo and his electronic dwarfs.”
  • Can't do with them, can't do without them  <me>

“I hate to be so negative or contrarian but, this is a NO spin zone and truth is its product; I can always be WRONG but, I am mostly EARLY!”

  • If I have learned one thing as a former research analyst in a venture and public fund, operating executive, x-FBI, x-military officer and an adjunct (MBA) business school professor now a journalist; my life and your portfolio are largely tied to knowledge of price movements and questioning pricing targets and more.

 

Why do I keep repeating, so investors can make the connection …

The top three (3) performing in the session:   

  • Tuesday: Lenz Therapeutics (LENZ), Vericel (VCEL) and CRISPR Therapeutics CRSP)
  • Monday: Holiday

The worst three (3) in the session: 

  • Tuesday: Regenxbio (RGNX), Blueprint Medicine (BPMC) and Ultragenyx Pharmaceuticals (RARE)
  • Monday: Holiday

Welcome to my world of defining the “grey’ in our universe!

  • Right up front, “I also hate to be so negative or contrarian but, this is a NO spin zone and facts are its product; I can always be WRONG but … I am mostly EARLY!”

 

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 it’s 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.