June 4, 2025 4:48pm

The cell and gene therapy sector share pricing keeps on comin’ up positive with some algo and electronic trading profiteering

Thanks to weak jobs data econs (lowest level in more than two years) with Dow slipping and low-side moves

Waiting for news from ASCO – to keep the sector’s upside viable

The Harvard Apparatus RT (OTCQB: HRGN) Chronicles: Questions exist as stock dives in afternoon -$0.7141 to $0.93 with 5000 shares traded and suddenly is “resurrected” at the close to +$0.01 with 9,250 shares traded – PONZI Scheme at it’s best or was convicted Bernie Madoff also resurrected in DST Capital (run by HRGN’s President)???

Always be vigilant and in-the-know 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: Don’t hold your breath… https://www.regmedinvestors.com/articles/13945

Tuesday night’s RegMed Investors (RMi) Closing Bell: who and what is driving gains… https://www.regmedinvestors.com/articles/13944

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 -91.90 points or -0.22%, the S&P closed UP +0.44 points or +0.01% while the Nasdaq closed UP +61.53 points or +0.32%

  • Today’s market seems range-bound

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

  • ADP payrolls processing firm ADP showed that payrolls increased only 37,000 for the month, less than the downwardly revised 60,000 in April and below the consensus forecast of 110,000 that economists were expecting
  • The U.S. services sector unexpectedly weakened in May; the Institute for Supply Management (ISM) services index fell to 49.9% on the month, just below the expansion/contraction line and short of the Dow Jones consensus estimate for 52.1%. April’s reading was 51.6%.

Wednesday’s advance/decline line opened with a positive 21 incliner, 11 decline and 3 flats ending with a positive close of 18 incliners, 13 decliners and 4 flats      

Metrics:  Wednesday, the IBB was up +0.29%, the XBI was up +0.14% while the VIX was down -0. 10 points or -0.56% at 17.59

 

Q2/25 – June - 3 positive closes

  • May – 1 market holiday, 10 negative and 11 positive closes
  • April – 11 positive and 10 negative closes

 

Wednesdays Closing UP (10 of 18) +$ after Tuesday’s

  • Vericel (VCEL +$.60 after Tuesday’s +$1.09 after Monday’s -$0.83),
  • Alnylam Pharmaceuticals (ALNY +$1.54 after Tuesday’s -$0.81 after Monday +$1.53),
  • Mesoblast (MESO +$0.91),
  • BioLife Solutions (BLFS +$0.65 after Tuesday’s +$0.75 after Monday’s -$1.19),
  • Agenus (AGEN +$0.63 after Tuesday’s +$0.88 after Monday’s +$0.07),
  • Blueprint Medicine (BPMC +$0.50 after Tuesday’s -$0.24 after Monday +$26.44
  • Verve Therapeutics (VERV +$0.44),
  • Ionis Pharmaceuticals (IONS +$0.35 after Tuesday’s +$0.63 after Monday’s +$0.60),
  • Solid Biosciences (SLDB +$0.34 after Tuesday’s -$0.045),
  • Beam Therapeutics (BEAM +$0.27 after Tuesday’s +$0.62),

Flat (3)

  • bluebird bio (BLUE) P/E acquired
  • Editas Medicine (EDIT)
  • Homology Medicine (FIXX)

Wednesday’s Closing DOWN (13 of 13): 

  • Lenz Therapeutics (LENZ -$0.58 after Tuesday +$0.47 after Monday’s -$0.04),
  • Moderna (MRNA -$0.54 after Tuesday +$0.67 after Monday’s +$0.49),
  • AxoGen (AXGN -$0.46),
  • uniQure NV (QURE -$0.20 after Tuesday +$0.72),
  • MiMedx (MDXG -$0.06),
  • Regenxbio (RGNX -$0.05 after Tuesday -$0.22 after Monday +$1.50),
  • Adverum Biosciences (ADVM -$0.04),
  • Cellectis SA (CLLS -$0.03 after Tuesday -$0.03),
  • Precigen (PGEN -$0.03),
  • Intellia Therapeutics (NTLA -$0.02 after Tuesday +$0.53),
  • Generation Bio (GBIO -$0.0114),
  • Prime Medicine (PRME -$0.01),
  • Sangamo Therapeutics (SGMO -$0.0082),

 

The BOTTOM LINE: The cell and gene therapy sector jumped yet again (Wednesday – although slipping …

Following upsides on Tuesday and Monday) after its “napping and waking” in the May share pricing doldrums initiated by a sweetener of BPMC getting an acquired by BMY, MRNA regulatory approval and BNTX’s partnership with BMY.

  • Algos and electronic trading are “thirsting” to reap profits
  • While, the U.S. 10-year Treasury yield hit a low of 4.349%, its lowest level going back to May 9 when the bond yield fell to 4.343%.

As I also wrote, about June… Some believe in a “June Swoon;” however, June will be no better or worse than any other month. Although, I consider the so-called summer rally after the peripatetic or wandering.”

  • Although historically, June (in the past) has been a slow or weak month – I/we just saw a tremendous start (6/2) with partnership, acquisition and regulatory news 
  • Also, ASCO opens this month with probably a lot of news flow attracting attention of funds such as hedges and electronic traders.

There are always some big ifs, especially given some of the headlines that could emanate after a past few months of news flatulence.

June ‘25: understand the “flow” …

  • 6/4 – Wednesday closed positive with xx positive, x negative and x flats
  • 6/3 - Tuesday closed positive with 24 positive, 8 negative and 3 flats
  • 6/2 - Monday closed positive with 25 positive, 7 negative and 3 flats

From the last week of May:

  • 5/30 – last Friday closed negative with 6 positive, 26 negative and 3 flats
  • 5/29 – Thursday closed positive with 24 positive, 10 negative and 1 flat
  • 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

 

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.”
  • Algos and electronic trading, can’t do with them and 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:   

  • Wednesday: Alnylam Pharmaceuticals (ALNY), Vericel (VCEL) and Mesoblast (MESO)
  • Tuesday: Vericel (VCEL), CRISPR Therapeutics (CRSP) and Agenus (AGEN)
  • Monday: Blueprint Medicine (BPMC), Ultragenyx Pharmaceuticals (RARE) and Alnylam Pharmaceuticals (ALNY)

The worst three (3) in the session: 

  • Wednesday: Lenz Therapeutics (LENZ), Moderna (MRNA) and AxoGen (AXGN)
  • Tuesday: Alnylam Pharmaceuticals (ALNY), Regenxbio (RGNX) and Blueprint Medicine (BPMC)
  • Monday: BioLife Solutions (BLFS), Vericel (VCEL) and Mesoblast (MESO)

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.