June 9, 2025 5:19pm

As I wrote this a.m.; the ebb was expected “"Low Ceiling – High Floor” followed by ““When it comes to short-term investing or trading; the trend is NOT your friend”

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

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.

 

Monday, RegMed Investors’ (RMi) pre-open: "Low Ceiling – High Floor” … https://www.regmedinvestors.com/articles/13951

Friday night’s RegMed Investors (RMi) Closing Bell: surprise, a positive open and close ... https://www.regmedinvestors.com/articles/13950

RegMed Investors (RMi) Research Note: Harvard Apparatus GT (OTCQB: HRGN): PONZI Scheme at its best or was convicted Bernie Madoff also resurrected … https://www.regmedinvestors.com/articles/13812

 

Monday: The Dow closed DOWN -1.11 points or -0.00%, the S&P closed UP +5.52 points or +0.09% while the Nasdaq closed UP +61.28 points or +0.30%

  • Indexes slumped Monday  

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

  • We are all waiting for CPI (Wednesday), PPI (Thursday) and Friday’s the University of Michigan — which includes data around inflation expectations                          

Monday’s advance/decline line opened with a negative 7 incliner, 24 decline and 4 flats ending with a neutral close of 16 incliners, 16 decliners and 3 flats  

Metrics:  Monday, the IBB was UP +0.63%, the XBI was up +0.01% while the VIX was up +0.39 points or +2.23% at 17.16

 

Q2/25 – June – 1 neutral and 5 positive closes

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

 

Mondays Closing UP (10 of 16) +$ after Friday’s

  • Alnylam Pharmaceuticals (ALNY +$3.17 after Friday’s -$7.15),
  • Ionis Pharmaceuticals (IONS +$1.47),
  • Moderna (MRNA +$0.68 after Friday’s +$1.35),
  • Vericel (VCEL +$0.52 after Friday’s -$0.05),
  • CRISPR Therapeutics (CRSP +$0.23 after Friday’s +$3.30),
  • Intellia Therapeutics (NTLA +$0.19 after Friday’s +$0.49),
  • Adverum Biotechnologies (ADVM +$0.14),
  • BioLife Solutions (BLFS +$0.13 after Friday’s +$2.27),
  • Blueprint Medicine (BPMC +$0.12 after Friday’s -$2.05)
  • Solid Biosciences (SLDB +$0.08)

Flat (3)

  • bluebird bio (BLUE) P/E acquired
  • Homology Medicine (FIXX)
  • Precigen (PGEN)

Friday’s Closing DOWN (10 of 16): -$ after Friday’s

  • Lenz Therapeutics (LENZ 0.74 after Friday’s +$1.65),
  • AxoGen (AXGN -$0.51),
  • Beam Therapeutics (BEAM -$0.41 after Friday’s +$1.56),
  • Agenus (AGEN -$0.40 after Friday’s +$0.78)
  • uniQure NV (QURE -$0.37 after Friday’s +$0.69),
  • Voyager Therapeutics (VYGR -$0.19),
  • Ultragenyx Pharmaceuticals (RARE -$0.12 after Friday’s +$0.30),
  • Harvard Apparatus RT (OTCQB: HRGN -$0.01 after Friday’s $0.00)
  • Verve Therapeutics (VERV -$0.10 after Friday’s +$0.48),
  • Fate Therapeutics (FATE -$0.08 after Friday’s -$0.08),

 

The BOTTOM LINE: Lucky, luck sector NEUTRAL close after the morning’s action slide …

The month evolves …

  • The cell and gene therapy sector popped Friday after Thursday’s reverses on Thursday from a negative open with a barely positive close after Wednesday’s positive close – 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.
  • As a I had Written “algos and electronic trading are thirsting” to reap profits

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” …

  • 6/9 – Monday closed neutral with 16 positive, 16 negative and 3 flats
  • 6/6 – Friday closed positive with 28 positive, 4 negative and 3 flats
  • 6/5 – Thursday closed positive with 16 positive, 15 negative and 4 flats
  • 6/4 – Wednesday closed positive with 18 positive, 13 negative and 4 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

 

“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:   

  • Monday: Alnylam Pharmaceuticals (ALNY), Ionis Pharmaceuticals (IONS) and Moderna (MRNA)
  • Friday: CRISPR Therapeutics (CRSP), BioLife Solutions (BLFS) and Lenz Therapeutics (LENZ)

The worst three (3) in the session: 

  • Monday: Lenz Therapeutics (LENZ), AxoGen (AXGN) and Beam Therapeutics (BEAM)
  • Friday: Alnylam Pharmaceuticals (ALNY), Vericel (VCEL) and Blueprint Medicine (BPMC)

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.