July 3, 2025 2:02am

Waiting for another econ, June jobs report

Thursday will be a shortened trading session, with the New York Stock Exchange and the Nasdaq closing at 1 p.m. ET. U.S. markets are closed on Friday for Independence Day.

I say what others won’t, so you can do what others can’t!

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 sector-moving events and distill that into a cogent outlook.

 

Tuesday night’s RegMed Investors (RMi) Closing Bell: the wall of worry was scaled … https://www.regmedinvestors.com/articles/13982

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

 

Wednesday: The Dow closed DOWN -10.52 points or -0.02%, the S&P closed UP +29.41 points or +0.47% while the Nasdaq closed UP +190.24 points or +0.94%

  • Theme of the session, June private payrolls surprisingly decreased and trade deal
  • Traders were also keeping an eye on Trump’s tax-and-spending bill, which narrowly passed the Senate on Tuesday. The measure returns to the House, where there are still hold-outs among GOP lawmakers.

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

  • The private sector lost 33,000 jobs last month, according to the latest report by ADP. That marks the first monthly decline in ADP’s payrolls report since March 2023. Economists expected payrolls to grow by 100,000.

Wednesday’s advance/decline line opened positive with 25 incliners, 7 decliners and 3 flats ending with a positive close of 24 incliners, 7 decliners and 4 flats         

Metrics:  Wednesday, the IBB was up +1.92%, the XBI was up +1.71% while the VIX was down -0.19 points or -1.13% at 16.64

 

Q3 – 7/1/25 - 2 positive closes

Q2/25:

  • June – 1 market holiday, 1 neutral, 9 negative and 11 positive closes
  • May – 1 market holiday, 10 negative and 11 positive closes
  • April – 11 positive and 10 negative closes

 

Wednesday Closing UP (10 of 24) +$ after Tuesday’s

  • Alnylam Pharmaceuticals (ALNY +$7.71 after Tuesday’s -$4.03 after Monday’s +$3.26),
  • Ionis Pharmaceuticals (IONS +$3.65 after Tuesday’s +$0.43 after Monday’s -$0.29).
  • Ultragenyx Pharmaceuticals (RARE +$3.10 after Tuesday’s -$0.10 after Monday’s -$0.16),
  • CRISPR Therapeutics (CRSP +$3.16 after Tuesday’s -$0.13 after Monday’s +$1.15),
  • Beam Therapeutics (BEAM +$2.35 after Tuesday’s +$0.52 after Monday’s +$0.21),
  • Moderna (MRNA +$1.59 after Tuesday’s +$1.10 after Monday’s +$0.43).
  • BioLife solutions (BLFS +$1.09),
  • Lenz Therapeutics (LENZ +$0.91 after Tuesday’s +$0.74 after Monday’s -$0.87),
  • Intellia Therapeutics (NTLA +$0.85 after Tuesday’s +$0.50 after Monday’s -$0.18),
  • Agenus (AGEN +$0.67 after Tuesday’s +$0.27 after Monday’s -$0.19),

Flat (4)

  • bluebird bio (BLUE) P/E acquired
  • Harvard Apparatus RT (OTCQB: HRGN $0.00 after Monday’s +$0.10 with 8100 shares traded - ??)
  • Homology Medicine (FIXX)
  • Sage Therapeutics (SAGE)

Wednesday’s Closing DOWN (7 of 7): 

  • Mesoblast (MESO -$1.26 after Tuesday’s +$1.23),
  • Blueprint Medicine (BPMC -$0.14 after Tuesday’s +$0.16),
  • Vericel (VCEL -$0.14 after Tuesday’s -$0.95 after Monday’s +$0.82),
  • Verve Therapeutics (VERV -$0.07),
  • Adverum Biotechnologies (ADVM -$0.02 after Tuesday’s +$0.13 after Monday’s -$0.17),
  • Fate Therapeutics (FATE -$0.02),
  • Sangamo Therapeutics (SGMO -$0.0012 after Tuesday’s -$0.0051),

 

The BOTTOM LINE:  Cell and gene therapy sector equities popped another positive session in this new month and Q.

  • Another year older today, 7/2; been taking it off other than some serious yardwork this a.m. to cap my week’s workouts (10 K steps) – headed to a celebratory dinner with the “babe” followed by my favorite carrot cake – no candles, too many to count!

As I also wrote, about June… Some believe in a “June Swoon;” … however, July will be no better or worse than any other month. Although, I consider the so-called summer rally after the peripatetic or wandering.”

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” …

  • 7/2 - Wednesday closed positive with 24 positive, 7 negative and 4 flats
  • 7/1 – Tuesday closed positive with 21 positive, 11 negative and 3 flats
  • 6/30 - Monday closed positive with 20 positive, 11 negative and 4 flats

Last week:

  • 6/27 – Friday closed negative with 10 positive, 21 negative and 4 flats
  • 6/26 - Thursday closed negative with 14 positive, 18 negative and 3 flats
  • 6/25 - Wednesday closed negative with 14 positive, 17 negative and 4 flats
  • 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:   

  • Wednesday: Alnylam Pharmaceuticals (ALNY), Ionis Pharmaceuticals (IONS) and Ultragenyx Pharmaceuticals (RARE)
  • Tuesday: Mesoblast (MESO), Moderna (MRNA) and Lenz Therapeutics (LENZ)
  • Monday: Alnylam Pharmaceuticals (ALNY), CRISPR Therapeutics (CRSP) and Vericel (VCEL)
  • Friday: Alnylam Pharmaceuticals (ALNY), CRISPR Therapeutics (CRSP) and Mesoblast (MESO)

The worst three (3) in the session: 

  • Wednesday: Mesoblast (MESO), Blueprint medicine (BPMC) and Vericel (VCEL)
  • Tuesday: Alnylam Pharmaceuticals (ALNY), Vericel (VCEL) and Solid Biosciences (SLDB)
  • Monday: Lenz Therapeutics (LENZ), Ionis Pharmaceuticals (IONS) and Agenus (AGEN)
  • Friday: Ultragenyx Pharmaceuticals (RARE), Moderna (MRNA) and UniQure NV (QURE)

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.