May 28, 2025 4:36pm

The cell and gene therapy sector tick down, flipped neutral with a final tock down

Fed Chair Powell said the U.S. economy could be facing period of a sudden lack of key supplies, and suggested the central bank has to return to making fighting inflation its No. 1 priority

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.

 

Wednesday, RegMed Investors’ (RMi) pre-open: hang tight … https://www.regmedinvestors.com/articles/13935    

Tuesday night’s RegMed Investors (RMi) Closing Bell: newest normal, alternating pos/neg closes … https://www.regmedinvestors.com/articles/13934

Monday was a market holiday

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

 

Wednesday: The Dow closed DOWN -244.95 points or -0.58%, the S&P closed DOWN -32.99 points or -0.56% while the Nasdaq closed DOWN -98.23 points or -0.51%

  • Indexes slipped on Wednesday

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

  • The Fed released minutes from its May meeting showing that participants found a cautious monetary policy approach to be appropriate amid a period of economic uncertainty and that it could face “difficult tradeoffs” if inflation rises.

Wednesday’s advance/decline line opened with a negative 12 incliner, 21 decline and 2 flats ending with a negative close of 7 incliners, 26 decliners and 2 flats         

Metrics:  Wednesday, the IBB was down -0.94%, the XBI was down -0.53% while the VIX was up +0.44 points or +2.32% at 19.40

 

Q2/25 – May – 9 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

 

Wednesdays Closing UP (7 of 7) 

  • Intellia Therapeutics (NTLA +$0.34),
  • Editas Medicine (EDIT +$0.22),
  • Solid Biosciences (SLDB +$0.22 after Tuesday’s +$0.23),
  • BioLife Solutions (BLFS +$0.09 after Tuesday’s +$0.46 after Monday holiday),
  • Fate Therapeutics (FATE +$0.05),
  • Caribou Biosciences (CRBU +$0.03),
  • Vericel (VCEL +$0.03 after Tuesday’s +$1.15 after Monday holiday

Flat (2)

  • Prime Medicine (PRME)
  • Homology Medicine (FIXX)

Wednesday’s Closing DOWN (10 of 26): 

  • Blueprint Medicine (BPMC -$4.76 after Tuesday -$1.44 after Monday holiday and Friday’s +$1.16
  • Alnylam Pharmaceuticals (ALNY -$4.54),
  • Ionis Pharmaceuticals (IONS -$0.89 after Tuesday +$0.34 after Monday holiday),
  • Ultragenyx Pharmaceuticals (RARE -$0.73 after Tuesday -$0.58 after Monday holiday),
  • Moderna (MRNA -$0.71 after Tuesday +$0.50 after Monday holiday),
  • Lenz Therapeutics (LENZ -$0.69 after Tuesday +$1.23),
  • Agenus (AGEN -$0.53 after Tuesday -$0.27 after Monday holiday),
  • Regenxbio (RGNX -$0.53 after Tuesday -$0.64 after Monday holiday),
  • uniQure NV (QURE -$0.46 after Tuesday +$0.34),
  • CRISPR Therapeutics (CRSP -$0.35 after Tuesday’s +$0.71 after Monday holiday),

 

The BOTTOM LINE: The cell and gene therapy sector dived on Wednesday with sinking indexes after being carried by upswinging indexes surged on Tuesday following a Monday market holiday, Memorial Day.

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 …

For the week:

  • The S&P 500 is up 85.73 points, or 1.5%.
  • The Dow is up 495.63 points, or 1.2%.
  • The Nasdaq is up 363.73 points, or 1.9%.
  • The Russell 2000 is up 27.95 points, or 1.4%.

May ‘25: understand the “flow” …

  • 5/28 – Wednesday’s closed negative with 7 positive, 26 negative and 2 flats
  • 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.” <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:   

  • Wednesday: Intellia Therapeutics (NTLA), BioLife Solutions (BLFS) and Vericel (VCEL)
  • Tuesday: Lenz Therapeutics (LENZ), Vericel (VCEL) and CRISPR Therapeutics CRSP)
  • Monday: Holiday

The worst three (3) in the session: 

  • Wednesday: Blueprint Medicine (BPMC), Alnylam Pharmaceuticals (ALNY) and Ultragenyx Pharmaceuticals (RARE)
  • 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.