June 24, 2025 4:44pm

The cell and gene therapy sector jumped as a fragile US-brokered ceasefire between Israel and Iran would lay the groundwork for a more permanent end to hostilities

An as Fed Chair Powell addressed cutting rates "sooner rather than later," even as he said it could afford to "wait" to see the impact of tariff-fueled inflation

News: Sangamo Therapeutics (SGMO +$0.08 or +18.94% to $0.51) positive topline results from the registrational P1/2 STAAR study evaluating isaralgagene civaparvovec, or ST-920, a wholly owned investigational gene therapy for the treatment of adults with Fabry disease. At 52-weeks was observed across all 32 dosed patients in the study, which the FDA has agreed will serve as an intermediate clinical endpoint under the Accelerated Approval pathway.

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.

 

Tuesday’s RegMed Investors’ (RMi) pre-open: get it up … https://www.regmedinvestors.com/articles/13971

Monday night’s RegMed Investors (RMi) Closing Bell: Sector has minor collateral damage … https://www.regmedinvestors.com/articles/13970

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 +507.24 points or +1.19%, the S&P closed UP +67.01 points or +1.11% while the Nasdaq closed UP +281.56 points or +1.43%

  • Theme of the session, addressing political pressures and media’s short sightedness

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

  • The latest index reading from the Conference Board was 93 in June, below the 98.4 seen in May and the 99.8 economists had expected. After seeing its largest one-month increase since May 2009 in the month prior, the expectations index decreased to 69 in June, down from 73.6 in May.

Tuesday’s advance/decline line opened positive with 24 incliners, 8 decliners and 3 flats ending with a positive close of 30 incliners, 3 decliners and 2 flats    

Metrics:  Tuesday, the IBB was up 2.47%, the XBI was up +1.55% while the VIX was down -2.32 points or -11.71% at 17.51

 

Q2/25 – June – 1 market holiday, 1 neutral, 6 negative and 10 positive closes

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

 

Tuesday Closing UP (10 of 30) 

  • Alnylam Pharmaceuticals (ALNY +$11.87 after Monday’s +$3.43),
  • Ionis Pharmaceuticals (IONS +$1.97 after Monday’s +$0.26),
  • Vericel (VCEL +$1.54 after Monday’s -$0.22),
  • CRISPR Therapeutics (CRSP +$1.23 after Monday’s +$1.30),
  • Moderna (MRNA +$1.13 after Monday’s -$0.26),
  • Regenxbio (RGNX +$0.70 after Monday’s -$0.57),
  • Beam Therapeutics (BEAM +$0.44 after Monday’s -$0.05),
  • BioLife Solutions (BLFS +$0.44 after Monday’s +$0.14),
  • AxoGen (AXGN +$0.36 after Monday’s +$0.06)
  • Solid Biosciences (SLDB +$0.34 after Monday’s -$0.28),

Flat (2)

  • bluebird bio (BLUE) P/E acquired
  • Homology Medicine (FIXX)

Tuesday’s Closing DOWN (3 of 3): 

  • Lenz Therapeutics (LENZ -$0.77 after Monday’s +$0.54),
  • Blueprint Medicine (BPMC -$0.13 after Monday’s +$0.20),
  • Sage Therapeutics (SAGE -$0.09 after Monday’s $0.00),

 

The BOTTOM LINE: The cell and gene therapy sector intercepted a missile with a positive exclamation close…

A new week <6/23 to 6/27> opens with a barely Monday negative close followed by a positive 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 this soon to be the last week <with an extra Monday, 6/30>: understand the “flow” …

  • 6/24 - Tuesday closed positive with 30 positive, 3 negative and 2 flats
  • 6/23 - Monday closed negative with 15 positive, 16 negative and 4 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: Alnylam Pharmaceuticals (ALNY), Ionis Pharmaceuticals (IONS) and Vericel (VCEL)
  • Monday: Alnylam Pharmaceuticals (ALNY), Lenz Therapeutics (LENZ) and CRISPR Therapeutics (CRSP)
  • Friday: Moderna (MRNA), AxoGen (AXGN) and

The worst three (3) in the session: 

  • Tuesday: Lenz Therapeutics (LENZ), Blueprint Medicine (BPMC) and Sage Therapeutics (SAGE)
  • Monday: Vericel (VCEL), Regenxbio (RGNX) and Ultragenyx Pharmaceuticals (RARE)
  • Friday: Mesoblast (MESO), uniQure NV (QURE) and Alnylam Pharmaceuticals (ALNY)

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.