June 13, 2025 6:29pm

RMi provides the insight to viable pricing, and discovering which sector companies are trading or atrophying before and after the broader market catches flak with the VIX rising to 20.82

News: Moderna's (MRNA -$0.68 or -2.49% to $26.67) fell on concerns about whether a new CDC advisory panel (after Health Secretary Robert F. Kennedy Jr. replaced all 17 members of a key panel this week, with some of the new appointees having openly expressed anti-vaccine views) would back the use of its respiratory syncytial virus vaccine in a broader age group. While shares of Glaxo (GSK -$1.63 or -3.84% to $40.86) which markets rival RSV shot Arexvy fell and Pfizer (PFE -$0.30 or -1.21% to $24.54), which sells RSV shot Abrysvo, also fell although marginally. BioNTech (BNTX +$1.65 or +1.57% $106.57) agreed to acquire mRNA specialist CureVac for approximately $1.25bn, amping-up its strategy to offer cancer treatments; CureVac (CVAC -$0.03 -$0.54 to $5.57) in an all-stock transaction

Beam Therapeutics (BEAM -$0.38 or -2.18% to $17.06) new safety and efficacy data from its BEACON P1/2 clinical trial of BEAM-101 in patients with sickle cell disease (SCD) with severe vaso-occlusive crises (VOCs). Updated data from 17 patients treated with BEAM-101 demonstrated robust and durable increases in fetal hemoglobin (HbF) and reductions in sickle hemoglobin (HbS), rapid neutrophil and platelet engraftment, and normalized or improved markers of hemolysis and oxygen delivery.

TGIF

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.

 

Friday: RegMed Investors’ (RMi) pre-open: Bombs away … https://www.regmedinvestors.com/articles/13959

Thursday night’s RegMed Investors (RMi) Closing Bell: Present value in the cell and gene therapy share pricing reflects the sector’s acrobatics … https://www.regmedinvestors.com/articles/13957

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

 

Friday: The Dow closed DOWN -769.83 points or -1.79%, the S&P closed DOWN -68.29 points or -1.13% while the Nasdaq closed DOWN -255.66 points or -1.30%

  • Indexes dumped Friday after Israel launched wave after waves of airstrikes on Iran, pushing energy prices higher and adding another complication at a time of heightened geopolitical market strains
  • For the week, the S&P 500 lost -0.4%, the Nasdaq slid -0.6% and the Dow fell -1.3%.

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

  • Consumers in the early part of June grew considerably less pessimistic about the economy and potential surges in inflation as progress appeared possible in the global trade war, according to a University of Michigan survey.
  • The gauge was at 60.5, well ahead of the estimate for 54 and a 15.9% increase from a month ago. The current conditions index jumped 8.1%, while the future expectations measure soared 21.9%.

Friday’s advance/decline line opened with a negative 3 incliner, 29 decliners and 3 flats ending with a negative close of 5 incliners, 25 decliners and 5 flats    

Metrics:  Friday, the IBB was down -1%, the XBI was down -0.76% while the VIX was up +2.80 points or +15.54% at 20.82

 

Q2/25 – June – 1 neutral, 3 negative and 6 positive closes

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

 

Friday Closing UP (5 of 5) 

  • Alnylam Pharmaceuticals (ALNY +$3.32 after Thursday’s +$6.09, Wednesday’s -$3.88, Tuesday’s -$2.26 and Monday’s+$3.17),
  • Vericel (VCEL +$0.19 after Thursday’s -$1.70, Wednesday’s -$1.52, Tuesday’s +$1.69 and Monday’s +$0.52),
  • Sage Therapeutics (SAGE +$0.10),
  • CRISPR Therapeutics (CRSP +$0.08 after Thursday’s -$0.24, Wednesday’s -$1.42, Tuesday’s +$0.79 and Monday’s +$0.23),
  • Harvard Apparatus RT (OTCQB: HRGN $0.04 with 5 shares traded),

Flat (5)

  • bluebird bio (BLUE) P/E acquired
  • Compass Therapeutics (CMPX)
  • Homology Medicine (FIXX)
  • Precigen (PGEN)
  • Prime Medicine (PRME)

Friday’s Closing DOWN (10 of 25): 

  • Ultragenyx Pharmaceuticals (RARE -$1.80 after Thursday’s +$1.78 and Wednesday’s $0.00)
  • BioLife Solutions (BLFS -$1.27 after Thursday’s +$0.44),
  • Regenxbio (RGNX -$0.93),
  • Moderna (MRNA -$0.68 after Thursday’s -$0.40, Wednesday’s +$0.07, Tuesday’s -$0.33 and Monday’s +$0.68),
  • uniQure NV (QURE -$0.65 after Thursday’s -$0.23)
  • Lenz Therapeutics (LENZ -$0.58 after Thursday’s -$0.42, Wednesday’s +$1.92, Tuesday’s -$2.85 and Monday’s -0.74),
  • Mesoblast (MESO -$0.38 after Thursday’s +$0.29, Wednesday’s -$0.84 and Tuesday’s +$0.84),
  • Beam Therapeutics (BEAM -$ after Thursday’s -$0.45),
  • Voyager Therapeutics (VYGR -$0.30 after Thursday’s +$0.22),
  • AxoGen (AXGN -$0.29),

 

The BOTTOM LINE:  All 3 indexes were shaken up and dragged lower by Israeli airstrikes coordinated against Iran on Friday, bringing each into negative territory for the week.

The week of 6/9 – 6/13; Friday, the cell and gene therapy sector stayed in negative territory …

Following Thursday's trading session ended with a negative territory, after May's Producer Price Index (PPI) report following Wednesday's negative close after May's Consumer Price Index (CPI) report post Monday’s neutral close.

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 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” …

  • 6/13 - Friday closed negative with 5 positive, 25 negative and 5 flats
  • 6/12 – Thursday closed negative with 7 positive, 23 negative and 5 flats
  • 6/11 - Wednesday closed negative with 6 positive, 25 negative and 4 flats
  • 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:   

  • Friday: Alnylam Pharmaceuticals (ALNY), Vericel (VCEL) and sage Therapeutics (SAGE)
  • Thursday: Alnylam Pharmaceuticals (ALNY), Ultragenyx Pharmaceuticals (RARE) and Mesoblast (MESO)
  • Wednesday: Lenz Therapeutics (LENZ), Regenxbio (RGNX) and Moderna (MRNA)
  • Tuesday: Vericel (VCEL), Mesoblast (MESO) and CRISPR Therapeutics (CRSP)
  • Monday: Alnylam Pharmaceuticals (ALNY), Ionis Pharmaceuticals (IONS) and Moderna (MRNA)

The worst three (3) in the session: 

  • Friday: Ultragenyx Pharmaceuticals (RARE), BioLife Solutions (BLFS) and Regenxbio (RGNX)
  • Thursday: Vericel (VCEL), Ionis Pharmaceuticals (IONS) and Beam Therapeutics (BEAM)
  • Wednesday: Alnylam Pharmaceuticals (ALNY), Vericel (VCEL) and CRISPR Therapeutics (CRSP)
  • Tuesday: Lenz Therapeutics (LENZ), Alnylam Pharmaceuticals (ALNY) and uniQure NV (QURE)
  • Monday: Lenz Therapeutics (LENZ), AxoGen (AXGN) and Beam Therapeutics (BEAM)

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.