July 16, 2025 4:27pm

Good news is an unchanged reading re PPI following CPI’s increase in June

Earnings: 7/30, Wednesday = MiMedx (MDXG), Ionis Pharmaceuticals (IONS) and Moderna (MRNA) on 8/1

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

I also try to answer as many whys, as I can … while providing the metrics to validate my thesis

Never leave an investor uninformed!  

My perspective is retail investors should roll-the-dice with econ readings until earnings season kicks-in and momentum wains in the cell and gene therapy sector. NO all ins as historically “our” universe slips and slides as the “season’ resumes; so, hang-in with those with solid partners, lengthened runways and solid cash positions leveraged by solid/stable management teams!

 

Wednesday’s RegMed Investors’ (RMi) pre-open: It ain’t over, still more econs … https://www.regmedinvestors.com/articles/13999

Tuesday night’s RegMed Investors (RMi) Closing Bell: Wipe-out, a co-dependent of ebb and flow … https://www.regmedinvestors.com/articles/13998

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 UP +231.49 points or +0.53%, the S&P closed UP +19.94 points or +0.32% while the Nasdaq closed UP +52.69 points or +0.26%

  • Theme of the session, rotational close weighted by earnings and a wholesale inflation reading

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

  • June’s producer price index, considered a leading indicator for pipeline inflation pressures, reflected no change in wholesale prices for the month. Economists polled by Dow Jones expected a 0.2% increase for PPI.

Wednesday’s advance/decline line opened positive with 26 incliners, 5 decliners and 4 flats ending with a positive close of 24 incliners, 5 decliners and 6 flats         

Metrics:  Wednesday, the IBB was up +2.13%, the XBI was up +1.90% while the VIX was down -0.32 points or +1.84% at 17.06

 

Q3 – 7/25 – 1 market holiday, 8 positive and 3 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

 

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

  • Alnylam Pharmaceuticals (ALNY +$11.50 after Tuesday’s -$4.63 after Monday’s +$0.81),
  • CRISPR Therapeutics (CRSP +$2.48 after Tuesday’s -$3.69 after Monday’s -$0.38),
  • Lenz Therapeutics (LENZ +$2.44 after Tuesday’s -$0.98 after Monday’s -$0.96),
  • Ionis Pharmaceuticals (IONS +$0.84),
  • Beam Therapeutics (BEAM +$0.51 after Tuesday’s -$1.59),
  • Intellia Therapeutics (NTLA +$0.53),
  • Moderna (MRNA +$0.52 after Tuesday’s -$1.29 after Monday’s -$0.77),
  • uniQure NV (QURE +$0.45 after Tuesday’s -$0.59 after Monday’s +$0.15),
  • Mesoblast (MESO +$0.39),
  • MiMedx (MDXG +$0.36),

Flat (6)

  • bluebird bio (BLUE) P/E acquired
  • Brainstorm Cell Therapeutics (BCLI $0.00 after Tuesday’s $0.00)
  • Fate Therapeutics (FATE),
  • Harvard Apparatus RT (OTCQB $0.00 after Tuesday’s +$0.09 and Monday’s -$0.015)
  • Homology Medicine (FIXX)
  • Verve Therapeutics (VERV),

Wednesday’s Closing DOWN (5 of 5): 

  • Prime Medicine (PRME -$0.25),
  • Cellectis SA (CLLS -$0.12),
  • Sage Therapeutics (SAGE -$0.04 after Tuesday’s +$0.02 and Monday’s -$0.12),
  • Blueprint Medicine (BPMC -$0.07),
  • Precigen (PGEN -$0.01),

 

The BOTTOM LINE:  Referencing the sector and the market, up/downs are not only an exercise ...

Cell and gene therapy sector equities popped on Wednesday following a dive on Tuesday post Monday’s positive sector close 

  • After popping on Friday, Thursday and Wednesday continued the upside after Tuesday positive close and diving on Monday ….
  • After last week popping multiple positive closes (Thursday, Wednesday, Tuesday and Monday) in this new month, July and Q.

As I also wrote, the “June Swoon” is over … 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” …

  • 7/16 - Wednesday closed positive with 24 positive, 5 negative and 6 flats
  • 7/15 – Tuesday closed negative with 3 positive, 29 negative and 3 flats
  • 7/14 - Monday closed positive with 20 positive, 11 negative and 4 flats
  • 7/11 - Friday closed negative with 5 positive, 28 negative and 2 flats
  • 7/10 - Thursday closed positive with 19 positive, 14 negative and 2 flats
  • 7/9 – Wednesday closed positive with 28 positive, 5 negative and 2 flats
  • 7/8 - Tuesday closed positive with 22 positive, 10 negative and 3 flats
  • 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.
  • I was once told by a “very” prominent figure early in my career, “write it right, keep it tight without hype and never lose the stride to guide the reader” – they were pretty simple instructions to follow!

 

Why do I keep repeating, so investors can make the connection …

The top three (3) performing in the session:   

  • Wednesday: Alnylam Pharmaceuticals (ALNY), CRISPR Therapeutics (CRSP) and Lenz Therapeutics (LENZ)
  • Tuesday: Harvard Apparatus RT (OTCQB: HRGN), Compass Therapeutics (CMPX) and Brainstorm Cell Therapeutics (BCLI)
  • Monday: Ionis Pharmaceuticals (IONS), Alnylam Pharmaceuticals (ALNY) and Cellectis SA (CLLS)

The worst three (3) in the session: 

  • Wednesday: Prime Medicine (PRME), Cellectis SA (CLLS) and Sage Therapeutics (SAGE)
  • Tuesday: Alnylam Pharmaceuticals (ALNY), CRISPR Therapeutics (CRSP) and Vericel (VCEL)
  • Monday: Lenz Therapeutics (LENZ), Moderna (MRNA)and CRISPR Therapeutics (CRSP)

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.