July 3, 2025 2:21pm

Enjoy it while you can …

After a better-than-expected June jobs report amid multiple cross-currents; session closes to the upside

News: Moderna (MRNA +$0.21 or +0.69% to $30.49) stock popped after the Centers for Disease Control and Prevention recommended the RSV vaccine for at-risk adults in their 50s. Health Secretary Kennedy Jr. sided with the previous Advisory Committee on Immunization Practices which, in April, recommended MRNA's mResvia for adults ages 50 to 59 who have a high risk of developing severe respiratory syncytial virus, or RSV. The virus causes cold like symptoms in most people, but can be serious or deadly in older adults.

Thursday is a shortened trading session, with the NYSE and the Nasdaq closed 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.

 

Wednesday night’s RegMed Investors (RMi) Closing Bell: Feeling the high, just haven’t exhaled yet … https://www.regmedinvestors.com/articles/13983

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

 

Thursday: The Dow closed UP +344.11- points or +0.77%, the S&P closed UP +51.93 points or +0.83% while the Nasdaq closed UP +207.97 points or +1.02%

  • Theme of the session, “Market gains were contained as the strong jobs report also spurred a big spike in Treasury yields and reduced expectations for the Federal Reserve to cut interest rates soon.” <CNBC>

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

  • Nonfarm payrolls rose by 147,000 in June; above the forecast for 110,000. The unemployment rate also fell to 4.1%, while economists had projected an increase to 4.3%.
  • Investors are also following along the progress on Trump’s tax mega-bill, which finally passed the Senate Tuesday and has since returned to the House. The bill is now headed for a final vote after the Republican-controlled House advanced the legislation <CNBC>

Thursday’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:  Thursday, the IBB was up +0.45%, the XBI was up +0.45% while the VIX was down -0.26 points or -1.56% at 16.38

 

Q3 – 7/1/25 - 3 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

 

Thursday Closing UP (10 of 23) +$ after Wednesday’s

  • Alnylam Pharmaceuticals (ALNY +$2.14 after Wednesday’s +$7.71 after Tuesday’s -$4.03 after Monday’s +$3.26),
  • Lenz Therapeutics (LENZ +$1.57 after Wednesday’s +$0.91 after Tuesday’s +$0.74 after Monday’s -$0.87),
  • Agenus (AGEN +$0.56 after Wednesday’s +$0.67 after Tuesday’s +$0.27 after Monday’s -$0.19),
  • CRISPR Therapeutics (CRSP +$0.50 after Wednesday’s +$3.16 after Tuesday’s -$0.13 after Monday’s +$1.15),
  • Ultragenyx Pharmaceuticals (RARE +$0.45 after Wednesday’s +$3.10 after Tuesday’s -$0.10 after Monday’s -$0.16),
  • Vericel (VCEL +$0.28 after Wednesday’s -$0.14 after Tuesday’s -$0.95 after Monday’s +$0.82),
  • Moderna (MRNA +$0.21 after Wednesday’s +$1.59 after Tuesday’s +$1.10 after Monday’s +$0.43).
  • Solid Biosciences (SLDB +$0.16),
  • Compass Therapeutics (CMPX +$0.16),
  • Blueprint Medicine (BPMC +$0.15 after Wednesday’s -$0.14 after Tuesday’s +$0.16),

Flat (6)

  • bluebird bio (BLUE) P/E acquired
  • Caribou Biosciences (CRBU)
  • Harvard Apparatus RT (OTCQB: HRGN $0.00 after Wednesday’s $0.00, Tuesday’s $0.00, Monday’s +$0.10)
  • Fate Therapeutics (FATE)
  • Homology Medicine (FIXX)
  • Voyager Therapeutics (VYGR)

Thursday’s Closing DOWN (6 of 6): 

  • Ionis Pharmaceuticals (IONS -$0.59 after Wednesday’s +$3.65 after Tuesday’s +$0.43 after Monday’s -$0.29).
  • Mesoblast (MESO -$0.18 after Wednesday’s -$1.26 after Tuesday’s +$1.23),
  • AxoGen (AXGN -$0.13),
  • Cellectis SA (CLLS -$0.065),
  • Brainstorm Cell Therapeutics (BCLI -$0.01)
  • Sangamo Therapeutics (SGMO -$0.0081 after Wednesday’s -$0.0012 after Tuesday’s -$0.0051),

 

The BOTTOM LINE:  Cell and gene therapy sector equities popped another positive (Thursday, Wednesday, Tuesday and Monday) session in this new month and Q.

  • Another year older yesterday, 7/2; been took 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.

 

Last session of June as July evolves ‘25: understand the “flow” …

  • 7/4 - Friday, holiday
  • 7/3 – Thursday closed positive with 23 positive, 6 negative and 6 flats
  • 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

 

“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:   

  • Thursday: Alnylam Pharmaceuticals (ALNY), Lenz Therapeutics (LENZ) and Agenus (AGEN)
  • 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)

The worst three (3) in the session: 

  • Thursday: Ionis Pharmaceuticals (IONS), Mesoblast (MESO) and AxoGen (AXGN)
  • 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)

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.