June 20, 2025 8:03am

To return to a previous state or condition by reversing or undoing an action or its effects

Or, “refers to the impossibility of "herding cats," or getting them to do what you want” like the cell and gene therapy sector’s ability to stay the upside

Pre-open Indications: 1 Sell into Strength, 6 Negative and 3 Positive

No false narratives or fake news; to read insights and analysis on the latest sector action, check out Pre-Open Brief

Never leave an investor uninformed!

 

Remember that overnight and pre-open actions’ futures and markets doesn’t necessarily translate into actual trading in today’s market session.

“I also 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!”

My interpretation of the morning’s numbers is written to be informative; it’s built on what happened to make “it” happen today!

 

Thursday’s Juneteenth holiday, markets were closed 

Wednesday’s night’s … RegMed Investors (RMi) Closing Bell: a sector of flash bang pricing movements … https://www.regmedinvestors.com/articles/13966

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

 

Friday: The pre-open Dow futures are UP +0.14% or (+61 points), the S&P futures are UP +0.14% or (+8 points) and the Nasdaq futures are UP +0.21% or (+45 points)

  • Stock futures were flipping to the upside on Friday, 6/20; keeping an eye on Middle East questions of U.S. involvement,
  • European stocks were positive,
  • Asia-Pacific markets traded mixed Friday.

 

Henry’omics: We need to more than consider the economic environment to comprehend the micro re “our” universe of cell and gene therapy companies

  • Thursday was market holiday
  • Wednesday: The Dow closed DOWN -44.14 points or -0.10%, the S&P closed DOWN -1.85 points or -0.03% while the Nasdaq closed UP +25.18 points or +0.13%
  • Tuesday: The Dow closed DOWN -299.29 points or -0.70%, the S&P closed DOWN -50.39 points or -0.84% while the Nasdaq closed DOWN -180.12 points or -0.91%
  • 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%
  • This week: The S&P 500 is up 3.90 points, or 0.1%, Dow is down 26.13 points, or 0.1%, Nasdaq is up 139.45 points, or 0.7% and the Russell 2000 is up 12.46 points, or 0.6%.
  • Last week dragged the major averages into negative territory on the week. The S&P 500 lost -0.4%, while the Nasdaq slid -0.6% and the Dow fell 1.3%.

Economic Data Docket: June’s Philadelphia Fed manufacturing survey and May’s Conference Board’s U.S. leading economic indicators

 

Q2 – June – 1 market holiday, 4 negative, 1 neutral and 9 positive closes

  • May – 1 market holiday, 10 negative and 11 positive closes
  • Q2 - April – 10 negative and 11 positive closes

 

Companies in my headlights – It’s your decision; I provide ideas and context

I post about “indication intelligence” looking toward investment conferences … to assist investors with insight into sector vulnerabilities and strengths.  A dictionary definition of “indicate” refers to something less than a certainty; an indication could be a signal of being oversold or overbought, a recommendation, or grounds for inferring or a basis for believing.

Better part of valor to not lead any investor to temptation; however ...

Pre-open Indications:

  • Agenus (AGEN) closed down -$0.31 after Tuesday’s -$0.36 and Monday’s +$0.44 with a negative -$0.11
  • CRISPR Therapeutics (CRSP closed up +$1.24 after Tuesday’s +$1.61 with a positive +$0.05 - SELL into Strength
  • Editas Medicine (EDIT) closed up +$0.21 with a negative -$0.03
  • Intellia Therapeutics (NTLA) closed up +$0.02 after Tuesday’s +$0.62 with a negative -$0.30
  • Ionis Pharmaceuticals (IONS) closed up +$0.46 after Tuesday’s +$0.91 with a positive +$0.46 - BUY
  • Mesoblast (MESO) closed down -$0.08 after Tuesday’s -$0.53 and Monday’s +$0.52 with a negative -$0.42
  • Moderna (MRNA) closed down -$0.15 after Tuesday’s -$0.45 and Monday’s -$0.67 with a positive +$0.05 – BUY
  • Regenxbio (RGNX) closed down -$0.09 after Tuesday’s -$0.50 and Monday’s -$0.11 with a negative -$0.02
  • Solid Biosciences (SLDB) closed up +$0.04 after Tuesday’s -$0.41 with a positive +$0.20 - BUY
  • Vericel (VCEL) closed up +$0.28 with a negative -$0.63

 

The BOTTOM LINE: New week, 6/16 – 6/20 started with a Monday positive close … followed by Tuesday’s negative close … and a Wednesday’s positive close and a Thursday market holiday close.

 

Not a clairvoyant, there are geopolitical tensions that cause sessions that are just a flip-of-the-coin

 

Interesting Info: June's M&A list evolves: Blueprint Medicine (BPMC) by Bristol Meyers (BMY), Sage Therapeutics by Supernus Pharmaceuticals (SUPN), CureVac (CVAC) by BioNTech (BNTX) and now Verve Therapeutics (VERV) by Eli Lilly (LLY)

 

June ’25: understand the “flow” of markets, the cell and gene therapy sector and economic karma…

  • 5/19 – Thursday was a market holiday
  • 6/18 – Wednesday closed positive with 21 positive, 11 negative and 3 flat
  • 6/17 - Tuesday closed negative with 10 positive, 23 negative and 2 flats
  • 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 negative with 4 positive, 28 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

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

  • Still a believer after I wrote, about June… “Get back-in and re-test the sector waters after May’s cell and gene therapy sector ‘s month alternations, nibble!  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.”

As always, brace ourself for more volatility, economics and their down trending affect?

Welcome to my world of defining the “grey’ in our universe!

  • The sector is what it is, until it isn’t and even then, it doesn’t seem to be… as NOT much changes as the sector’s share pricing rides the waves of volatility, algorithms, electronic trading and short covering.
  • I am more frequently right than consequentially wrong; if I wanted to be liked, I wouldn’t have been an analyst/journalist.

 

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. All investments are subject to risks. Investors should consider investment objectives.

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.  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.