RegMed Investors (RMi) Closing Bell: got it up

June 10, 2025 4:54pm

Although a challenge to the cell and gene therapy sector is coming …

As a I had Written “algos and electronic trading are thirsting” to profiteer

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 night’s RegMed Investors (RMi) Closing Bell: sector momentum waned… https://www.regmedinvestors.com/articles/13952

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

Tuesday: The Dow closed UP +105.11 points or +0.25%, the S&P closed UP +32.93 points or +0.55% while the Nasdaq closed UP +123.75 points or +0.63%

• Indexes pumped Tuesday as trade talks continue …

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                          

Tuesday’s advance/decline line opened with a positive 23 incliner, 8 decline and 4 flats ending with a positive close of 17 incliners, 15 decliners and 3 flats  

Metrics:  Tuesday, the IBB was UP +1.20%, the XBI was up +1.01% while the VIX was down -0.31 points or -1.80% at 16.86

Q2/25 – June – 1 neutral and 6 positive closes

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

Tuesdays Closing UP (10 of 17) 

• Vericel (VCEL +$1.69 after Monday’s +$0.52 after Friday’s -$0.05),
• Mesoblast (MESO +$0.84),
• CRISPR Therapeutics (CRSP +$0.79 after Monday’s +$0.23 after Friday’s +$3.30),
• Ultragenyx Pharmaceuticals (RARE +$0.49 after Monday’s -$0.12 after Friday’s +$0.30),
• Verve Therapeutics (VERV +$0.32 after Monday’s -$0.10 after Friday’s +$0.48),
• Intellia Therapeutics (NTLA +$0.22 after Monday’s +$0.19 after Friday’s +$0.49),
• AxoGen (AXGN +$0.20 after Monday’s -$0.51),
• Sage Therapeutics (SAGE +$0.20),
• Solid Biosciences (SLDB +$0.1752 after Monday’s +$0.08)
• Editas Medicine (EDIT +$0.165),

Flat (3)

• bluebird bio (BLUE) P/E acquired
• Homology Medicine (FIXX)
• Blueprint Medicine (BPMC) about to be acquired by BMY

Tuesday’s Closing DOWN (10 of 15): 

• Lenz Therapeutics (LENZ -$2.85 after Monday’s -0.74 after Friday’s +$1.65),
• Alnylam Pharmaceuticals (ALNY -$2.26 after Monday’s +$3.17 after Friday’s -$7.15),
• uniQure NV (QURE -$0.47 after Monday’s -$0.37 after Friday’s +$0.69),
• Moderna (MRNA -$0.33 after Monday’s +$0.68 after Friday’s +$1.35),
• Agenus (AGEN -$0.21 after Monday’s -$0.40 after Friday’s +$0.78)
• BioLife Solutions (BLFS -$0.17 after Monday’s +$0.13 after Friday’s +$2.27),
• Adverum Biotechnologies (ADVM -$0.17 after Monday’s +$0.14),
• Harvard Apparatus RT (OTCQB: HRGN -$0.17 after Monday’s -$0.01 after Friday’s $0.00)
• Prime Medicine (PRME -$0.11),
• Compass Therapeutics (CMPX -$0.07),

The BOTTOM LINE: Both the S&P 500 and Nasdaq are now within striking distance of their all-time closing highs — 6,144.15 for the S&P (set on 2/19/25) and 20,173.89 for the Nasdaq (set on 12/16/24).

• Stocks have been buoyed by resilient corporate earnings, more positive growth forecasts, and optimism over potential tariff deals.
• The mood remains cautious, however, as investors keep a close eye on the latest trade developments.
• While a deal on access to China's rare earth minerals is the US's priority, negotiators are navigating contentious issues that have fueled a rift between the two trading partners. <Yahoo Finance>

Lucky, luck sector closed barely Positive on Tuesday after a NEUTRAL Monday …

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” …

• 6/10 – Tuesday closed positive with 17 positive, 15 negative and 3 flats
• 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:   

• Tuesday: Vericel (VCEL), Mesoblast (MESO) and CRISPR Therapeutics (CRSP)
• 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: 

• Tuesday: Lenz Therapeutics (LENZ), Alnylam Pharmaceuticals (ALNY) and uniQure NV (QURE)
• 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.