June 25, 2025 7:42am

However, the cell and gene therapy sector suffers low short-term volatility may be lulling investors into a false sense of security

Declare a cease fire for the portfolio, don’t be distracted by “uncle algo and his electronic trading dwarfs” trying to leak the upside

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!

 

Tuesday’s night’s … RegMed Investors (RMi) Closing Bell: clicking on the after burners… https://www.regmedinvestors.com/articles/13972

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

 

Wednesday: The pre-open Dow futures are DOWN -0.07% or (-29 points), the S&P futures are UP +0.07% or (+4 points) and the Nasdaq futures are UP +0.24% or (+353 points)

  • Futures were barely, mixed and near flat Wednesday, 6/25/2025
  • European markets were trading in negative territory,
  • Asia-Pacific markets trade mixed as investors weigh Fed comments, Israel-Iran ceasefire

 

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

  • 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%
  • 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%
  • Friday: The Dow closed UP +35.18 points or +0.08%, the S&P closed DOWN -13.03 points or -0.22% while the Nasdaq closed DOWN -98.86 points or -0.51%
  • Last week: The S&P 500 lost -0.2%, Dow had a 0.2% gain and the Nasdaq advanced +0.2%
  • The previous week: The S&P 500 lost -0.4%, the Dow fell 1.3% while the Nasdaq slid -0.6%

Economic Data Docket: new home sale

 

Q2 – June – 1 market holiday, 6 negative, 1 neutral and 10 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; yet again, I am passing on forecasting the daily indications as to expectation … it is still a mix of uncertainties

 

The BOTTOM LINE: New week <6/23 to 6/27> 1st session, Monday closed negative followed by Tuesday’s positive close to today’s Wednesday’s uncertainty while slowing coming to a month’s end <Monday, 6/30>.

Interesting Info this month of June: The 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…

  • 6/24 - Tuesday closed positive with 30 positive, 3 negative and 2 flat
  • 6/23 - Monday closed negative with 15 positive, 16 negative and 4 flats

Last week:

  • 6/20 - Friday closed negative with 14 positive, 18 negative and 3 flats
  • 5/19 – 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

The previous week:

  • 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

 

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

  • 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.