July 7, 2025 4:30pm

Blame tariffs, I have never seen a charge on share pricing since most cell and gene therapy sector companies are NOT imported

Now I feel the effect as the sector sold-off, another told-you-so, as I wrote this a.m., “Uncle algo and his electronic trading dwarfs” are coming to visit

News: LENZ Therapeutics (LENZ -$1.05 or -3.23% to $31.48) and Laboratoires Théa (Théa) announced an exclusive license and commercialization agreement for Théa to register and commercialize LNZ100 for the treatment of presbyopia in Canada. LENZ has a US FDA PDUFA date of 8/8/25. Théa is an independent pharmaceutical company specialized in the research, development and commercialization of eye-care products.

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.

 

RegMed Investors’ (RMi) pre-open: What’s next … https://www.regmedinvestors.com/articles/13985

Thursday night’s RegMed Investors (RMi) Closing Bell: Happy 4th … https://www.regmedinvestors.com/articles/13984

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 points or DOWN -422.17 points or -0.94%, the S&P closed DOWN – 49.37points or -0.79% while the Nasdaq closed DOWN -188.59 points or -0.92%

  • Theme of the session, tariffs rattle markets

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 more there is talk about tariffs, the less happy the market is

Monday’s advance/decline line opened negative with 3 incliners, 29 decliners and 3 flats ending with a negative close of 6 incliners, 27 decliners and 2 flats         

Metrics:  Monday, the IBB was down -1.88%, the XBI was down -1.65% while the VIX was up +0.31 points or +1.77% at 17.79

 

Q3 – 7/1/25 – 1 market holiday, 3 positive and 1 negative 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

 

Monday Closing UP (6 of 6) 

  • Prime Medicine (PRME +$0.69),
  • AxoGen (AXGN +$0.44 after Thursday’s -$0.13),
  • MiMedx (MDXG +$0.15),
  • Blueprint Medicine (BPMC +$0.05 after Thursday’s +$0.15)
  • Caribou Biosciences (CRBU +$0.031 after Thursday’s $0.00)
  • Cellectis SA (CLLS +$0.0014 after Thursday’s -$0.065),

Flat (2)

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

Monday’s Closing DOWN (10 of 27): 

  • Alnylam Pharmaceuticals (ALNY -$7.78 after Thursday’s +$2.14
  • Vericel (VCEL -$2.33 after Thursday’s +$0.28
  • Ionis Pharmaceuticals (IONS -$1.22 after Thursday’s -$0.59)
  • Lenz Therapeutics (LENZ -$1.11 after Thursday’s +$1.57
  • BioLife Solutions (BLFS -$1.03),
  • CRISPR Therapeutics (CRSP -$0.98 after Thursday’s +$0.50
  • Agenus (AGEN -$0.89 after Thursday’s +$0.56
  • Beam Therapeutics (BEAM -$0.83),
  • Intellia Therapeutics (NTLA -$0.49),
  • Moderna (MRNA -0.31$ after Thursday’s +$0.21)

 

The BOTTOM LINE:  Indexes fell on Monday as President Trump threatened tariffs on a handful of US trading partners, including moving forward with 25% levies on imports from Japan and South Korea starting in August.

  • Cell and gene therapy sector equities dived on Monday after popping multiple positive closes (Thursday, Wednesday, Tuesday and Monday) in this new month, July and Q.

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” …

  • 7/7 – Monday closed negative with 6 positive, 27 negative and 2 flats
  • 7/4 – Friday market 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:   

  • Monday: Prime Medicine (PRME), AxoGen (AXGN) and MiMedx (MDXG)
  • Friday was a market holiday
  • Thursday: Alnylam Pharmaceuticals (ALNY), Lenz Therapeutics (LENZ) and Agenus (AGEN)

The worst three (3) in the session: 

  • Monday: Alnylam Pharmaceuticals (ALNY), Vericel (VCEL) and Lenz Therapeutics (LENZ)
  • Friday was a market holiday
  • Thursday: Ionis Pharmaceuticals (IONS), Mesoblast (MESO) and AxoGen (AXGN)

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.