July 17, 2025 7:46am

Throw an indication stone into a square of Initial Job Claims, Retail Sales and other econs; if it lands within the inflation consensus spectrum – you squirm or if it bounces out, you lose money i.e., depreciated share pricing

News: Sanofi’s (SNY) Rothko Merger Sub, Inc., a wholly owned subsidiary of SNY, has extended the expiration date of its tender offer to purchase all of the outstanding shares of common stock, par value $0.001 per share of Blueprint Medicines (BPMC) for $129.00 per share in cash, plus one non-transferable contractual contingent right per share, representing the right to receive contingent payments of up to an aggregate amount of $6.00 per share in cash, upon the achievement of specified milestones on or prior to the expiration of the applicable milestone period.

 

Breaking: Jobless claims are suggesting that the labor market remains strong. The figure for seasonally adjusted initial claims was 221,000 for the week ending July 12, marking a decrease of 7,000 from the previous week’s revised level. Retail trade sales in June were up 0.6% from May, and up 3.5% from last year. That beat the 0.2% headline retail sales estimate. Sales excluding autos were also up 0.5% in the previous month, which also was better than the 0.3% estimate.

Pre-open Stones: another weak aftermarket/pre-open, although 4 Positive and 1 Sell into Strength Indications

And then there was another ‘stone” as President Trump “denies” plan to fire Fed Chair Powell; “why feed the news”, the better future is to wait for when there are stronger issues for “cause” and possible “prosecution” for his management actions

Never leave an investor uninformed …

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

Remember that overnight and pre-open actions’ futures and markets doesn’t necessarily translate into actual trading in today’s market session.

I post about “indication intelligence” devoting my time to collection and analysis of information 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.

Let’s get to the point, few adverbs and even fewer adjectives, no vacillating; I get right to the point, telling investors what has meaning and why news or indications matter.

 

Wednesday’s night’s … RegMed Investors (RMi) Closing Bell:  Digestion … https://www.regmedinvestors.com/articles/14000

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

 

Thursday: The pre-open Dow futures are DOWN -0.19% or (-85 points), the S&P futures are DOWN -0.04% or (-3 points) and the Nasdaq futures are UP +0.05% or ( +11 point)

Stock futures are mixed, down and barely moving, Thursday 7/17

European markets traded to the upside,

Asia-Pacific markets mostly fell

 

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

  • 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%
  • Tuesday: The Dow closed DOWN -436.36 points or -0.98%, the S&P closed DOWN -24.80 points or -0.40% while the Nasdaq closed UP +37.47 points or +0.18%
  • Monday: The Dow closed UP +81.93 points or +0.18%, the S&P closed UP +8.81 points or +0.14% while the Nasdaq closed UP +54.80 points or +0.27%
  • Last week, the S&P 500 dipped 0.3%, the Dow fell 1% and the Nasdaq dived -0.1%.

Economic Data Docket: Initial jobless claims, U.S. retail sales, Retail sales minus autos, Import price index, Import price index minus fuel, Philadelphia Fed manufacturing survey, Business inventories, Home builder confidence index and 4 Fed President speeches

 

Q3 – July – 1 market holiday, 8 positive and 3 negative closes

Q2  

  • June – 1 market holiday, 1 neutral, 8 negative, and 11 positive closes
  • May – 1 market holiday, 10 negative and 11 positive closes
  • 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.

  • Yet again, I am passing on forecasting the daily indications due to econs, algos and electronic trading, vacation … it is still a mix of ups, downs and just uncertainty

Although a “stone to be thrown”:

Alnylam Pharmaceuticals (ALNY) closed up +$11.50 after Tuesday’s -$4.63 after Monday’s +$0.81 with a negative -$2.30 or -0.71% pre-open

CRISPR Therapeutics (CRSP) closed up +$2.48 after Tuesday’s -$3.69 after Monday’s -$0.38 with a positive +$0.71 or +1.29% pre-open – SELL into Strength

Intellia Therapeutics (NTLA) closed up +0.48 with a positive +0.15 or +1.25% pre-open

Moderna (MRNA) closed up +$0.52 after Tuesday’s -$1.29 after Monday’s -$0.77 with a positive +$0.26 or +0.81% pre-open

Mesoblast (MESO) closed up +$0.39 with a positive +$0.45 or +3.96% pre-open

 

The BOTTOM LINE: July is here as econs stifle the sector and markets, and summer doldrums, tariff conflicts, vacations and selling before the earnings cycle to pay for the lobster rolls.

  • “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!”

Cell and gene therapy sector equities closed Friday negative after positive Thursday and Wednesday continued the run to the upside after Tuesday positive close after diving on Monday

  • After last week popping multiple positive closes (Thursday, Wednesday, Tuesday and Monday) in this new month, July and Q.

To characterize July, to understand the “flow” of markets, the cell and gene therapy sector and economic karma…

  • 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 was a 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

 

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, I brace myself for more volatility, economics and their down trending affect?

Welcome to my world of defining the “grey’ in our universe!

  • 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.