June 16, 2025 4:41pm

In the face of global-political tensions, it’s is still all about cures!

As I wrote, “I’d be “picking up sticks” i.e., some sector stocks. After 4 negative session closings, when there are bombs dropping and chaos in the streets (how horrible) yet, bottoms are attractive especially with M&A in the offing and clinical news.”

investors seem to side-step boundaries of risk of trade policy entanglements, Iran-Israel hostilities, oil-price spikes and other geopolitical strife as uncertainty has always been cloud-cover

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: I’d be “picking up sticks” some sector stocks … https://www.regmedinvestors.com/articles/13961

Friday night’s RegMed Investors (RMi) Closing Bell: sector bottoms evident as collateral damage … https://www.regmedinvestors.com/articles/13960

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 UP +317.30 points or +0.75%, the S&P closed UP +56.14 points or +0.94% while the Nasdaq closed UP +294.39 points or +1.52%

  • Indexes rebounded on Monday as investors were optimistic that the conflict between Israel and Iran may get controlled

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

  • Investors also digested weaker-than-expected manufacturing survey data; the Empire State Manufacturing Survey posted a reading of -16, representing the % difference between companies reporting expansion against contraction. That was down 7 points from the prior month and worse than the consensus forecast for -6. It also was the 4th consecutive month in negative numbers.

Monday’s advance/decline line opened with a positive 20 incliner, 11 decliners and 4 flats ending with a positive close of 20 incliners, 11 decliners and 4 flats      

Metrics:  Monday, the IBB was down -0.15%, the XBI was down -0.23% while the VIX was down -1.67 points or -8.02% at 19.15

 

Q2/25 – June – 1 neutral, 3 negative and 8 positive closes

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

 

Monday Closing UP (10 of 20) +$ after Friday’s

  • Sage Therapeutics (SAGE +$2.37 after Friday’s +$0.10),
  • Alnylam Pharmaceuticals (ALNY +$0.79 after Friday’s +$3.32)
  • Intellia Therapeutics (NTLA +$0.65),
  • Mesoblast (MESO +$0.52 after Friday’s -$0.38),
  • Solid Biosciences (SLDB +$0.51),
  • Agenus (AGEN +$0.44),
  • Blueprint Medicine (BPMC +$0.29),
  • BioLife Solutions (BLFS +$0.26 after Friday’s -$1.27),
  • CRISPR Therapeutics (CRSP +$0.22 after Friday’s +$0.08),
  • Editas Medicine (EDIT +$0.19),

Flat (4)

  • AxoGen (AXGN)
  • bluebird bio (BLUE) P/E acquired
  • Harvard Apparatus RT (OTCQB: HRGN after Friday’s $0.00)
  • Homology Medicine (FIXX)

Monday’s Closing DOWN (11 of 11): -$ after Friday’s

  • Vericel (VCEL -$1.08 after Friday’s +$0.19),
  • Moderna (MRNA -$0.67 after Friday’s -$0.68),
  • Beam Therapeutics (BEAM -$0.44),
  • Ultragenyx Pharmaceuticals (RARE -$0.38 after Friday’s -$1.800,
  • Ionis Pharmaceuticals (IONS -$0.35),
  • uniQure NV (QURE -$0.23 after Friday’s -$0.65
  • Lenz Therapeutics (LENZ -$0.18 after Friday’s -$0.58),
  • Regenxbio (RGNX -$0.11 after Friday’s -$0.93),
  • MiMedx (MDXG -$0.05),
  • Compass Therapeutics (CMPX -$0.04),
  • Fate Therapeutics (FATE -$0.035)

 

The BOTTOM LINE:  Seems like market and partial sector immunity from global-political risks as markets and the cell and gene therapy sector flourished after being dragged in the “fog” of recent news developments

New week, 6/16 – 6/20 starts with a positive close …

  • 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 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” …

  • 6/16 - Monday closed positive with 20 positive, 11 negative and 4 flats
  • 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:   

  • Monday: Sage Therapeutics (SAGE), Alnylam Pharmaceuticals (ALNY) and Intellia Therapeutics (NTLA)
  • Friday: Alnylam Pharmaceuticals (ALNY), Vericel (VCEL) and Sage Therapeutics (SAGE)

The worst three (3) in the session: 

  • Monday: Vericel (VCEL), Moderna (MRNA) and Beam Therapeutics (BEAM)
  • Friday: Ultragenyx Pharmaceuticals (RARE), BioLife Solutions (BLFS) and Regenxbio (RGNX)

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.