June 23, 2025 4:33pm

While indexes gained, oil trades fell after Iran missiles Qatar following U.S. bombing of Iran with potential added value of Fed Governors Bowman and Waller favoring cutting interest rates at the July policy meeting

A new week <6/23 to 6/27> opens with a barely Monday negative close

We need to attack the downside and “some” shuffle of actionable buys and sells

My perspective is retail investors should be dipping their toes back into the cell and gene therapy sector. NO all ins – just add those with solid partners, lengthened runways and solid cash positions leveraged by solid/stable management teams!

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’s RegMed Investors’ (RMi) pre-open: controlled response of bomb futures … https://www.regmedinvestors.com/articles/13969

Friday night’s RegMed Investors (RMi) Closing Bell: Luckily, the canopy opened … https://www.regmedinvestors.com/articles/13968   

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 +374.96 points or +0.89%, the S&P closed UP +57.35 points or +0.96% while the Nasdaq closed UP +183.57 points or +0.94%

  • Theme of the session, restrained retaliation

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 weighed comments from Fed Governor Bowman that said she would be in favor of the central bank cutting interest rates at the July policy meeting. Her comments follow similar sentiment from peer Governor Christopher Waller on Friday.

Monday’s advance/decline line opened negative with 8 incliners, 25 decliners and 2 flats ending with a negative close of 15 incliners, 15 decliners and 4 flats      

Metrics:  Monday, the IBB was down -0.57%, the XBI was down -0.09% while the VIX was down -0.63 points or -3.06% at 19.99

 

Q2/25 – June – 1 market holiday, 1 neutral, 6 negative and 9 positive closes

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

 

Monday Closing UP (10 of 15) 

  • Alnylam Pharmaceuticals (ALNY +$3.43 after Friday’s -$2.62),
  • CRISPR Therapeutics (CRSP +$1.30 after Friday’s -$0.18),
  • Lenz Therapeutics (LENZ +$0.54),
  • Ionis Pharmaceuticals (IONS +$0.26 after Friday’s +$0.400,
  • Blueprint Medicine (BPMC +$0.20 after Friday’s +$0.08),
  • BioLife Solutions (BLFS +$0.14 after Friday’s -$0.30),
  • Compass Therapeutics (CMPX +$0.14),
  • MiMedx (MDXG +$0.13),
  • Prime Medicine (PRME +$0.09 after Friday’s +$0.27),
  • AxoGen (AXGN +$0.06 after Friday’s +$0.44)

Flat (4)

  • bluebird bio (BLUE) P/E acquired
  • Harvard Apparatus RT (OTCQB: HRGN)
  • Homology Medicine (FIXX)
  • Sage Therapeutics (SAGE)

Monday’s Closing DOWN (10 of 16): 

  • Regenxbio (RGNX -$0.57 after Friday’s -$0.14),
  • Ultragenyx Pharmaceuticals (RARE -$0.31 after Friday’s -$0.21),
  • Solid Biosciences (SLDB -$0.28 after Friday’s +$0.14),
  • Mesoblast (MESO -$0.28 after Friday’s -$1.25),
  • uniQure NV (QURE -$0.26 after Friday’s -$0.89),
  • Moderna (MRNA -$0.26 after Friday’s +$0.50),
  • Vericel (VCEL -$0.22 after Friday’s +$0.24),
  • Editas Medicine (EDIT -$0.12 after Friday’s -$0.13),
  • Beam Therapeutics (BEAM -$0.05 after Friday’s -$0.23),
  • Fate Therapeutics (FATE -$0.05),

 

 

The BOTTOM LINE: The cell and gene therapy sector got another missile fired at it of damaging yet minor powder …

  • Don’t call it war, Iran said its retaliatory act matched the number of bombs the US dropped on its nuclear sites this weekend, in a move analysts said pointed to de-escalation. Qatar said the strike did not cause any casualties.

A new week <6/23 to 6/27> opens with a barely Monday negative close …

This week, 6/16 – 6/20 started with a Monday positive close … followed by Tuesday’s negative close … and a Wednesday’s positive close, Thursday’s market holiday and Friday’s negative 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” …

  • 6/23 - Monday closed negative with 15 positive, 16 negative and 4 flats
  • 6/20 - Friday closed negative with 14 positive, 18 negative and 3 flats
  • 6/19 – Thursday was a market holiday
  • 6/18 – Wednesday closed positive with 21 positive, 11 negative and 3 flats
  • 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 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), Lenz Therapeutics (LENZ) and CRISPR Therapeutics (CRSP)
  • Friday: Moderna (MRNA), AxoGen (AXGN) and Ionis Pharmaceuticals (IONS)
  • Thursday was a market holiday

The worst three (3) in the session: 

  • Monday: Vericel (VCEL), Regenxbio (RGNX) and Ultragenyx Pharmaceuticals (RARE)
  • Friday: Mesoblast (MESO), uniQure NV (QURE) and Alnylam Pharmaceuticals (ALNY)
  • Thursday was a market holiday

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.