July 17, 2025 4:36pm
It’s all about good reads that drove today’s sentiment
I also try to answer as many whys, as I can … while providing the metrics to validate my thesis
Earnings are a’comin: 7/30, Wednesday = MiMedx (MDXG), 7/31, Thursday = Alnylam Pharmaceuticals (ALNY), Vericel (VCERL), 8/1 = Ionis Pharmaceuticals (IONS) and Moderna (MRNA)
Never above you. Never below you. Always beside you … I say what others won’t, so you can do what others can’t!
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!
Thursday’s RegMed Investors’ (RMi) pre-open: What’s the play today, hopscotch … Breaking … https://www.regmedinvestors.com/articles/14001
Wednesday night’s RegMed Investors (RMi) Closing Bell: Digestion … https://www.regmedinvestors.com/articles/14000
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 +229.71 points or +0.52%, the S&P closed UP +33.66 points or +0.54% while the Nasdaq closed UP +153.78 points or +0.74%
- Theme of the session, uplifting economic data reports with a batch of corporate earnings releases boosted indexes
- This week, the S&P 500 is trading higher by 0.6%, the Dow is up 0.3%, while the Nasdaq has jumped 1.5%.
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 jobless claims for the week ending July 12 came out at 221,000, marking a decrease of 7,000 from the previous week. Retail sales in June rose more than expected. Retail sales were up 0.6% from May, beating the 0.2% estimate from the Dow Jones consensus.
Thursday’s advance/decline line opened positive with 26 incliners, 6 decliners and 3 flats ending with a positive close of 17 incliners, 14 decliners and 4 flats
Metrics: Thursday, the IBB was up +0.56%, the XBI was up +0.30% while the VIX was down -0.59 points or -3.44% at 16.56
Q3 – 7/25 – 1 market holiday, 9 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
Thursday Closing UP (10 of 17)
- Alnylam Pharmaceuticals (ALNY +$1.88 after Wednesday’s +$11.50 after Tuesday’s -$4.63 after Monday’s +$0.81),
- uniQure NV (QURE +$0.99 after Wednesday’s +$0.45 after Tuesday’s -$0.59 after Monday’s +$0.15),
- Mesoblast (MESO +$0.78 after Wednesday’s +$0.39),
- Beam Therapeutics (BEAM +$0.38 after Wednesday’s +$0.51 after Tuesday’s -$1.59),
- BioLife Solutions (BLFS +$0.38 after Wednesday’s -$1.24),
- Agenus (AGEN +$0.36),
- Solid Biosciences (SLDB +$0.21),
- Regenxbio (RGNX +$0.19),
- Blueprint Medicine (BPMC +$0.18 after Wednesday’s -$0.07),
- Moderna (MRNA +$0.14 after Wednesday’s +$0.52 after Tuesday’s -$1.29 after Monday’s -$0.77),
Flat (4)
- bluebird bio (BLUE) P/E acquired
- Harvard Apparatus RT (OTCQB $0.00 after Tuesday’s +$0.09 and Monday’s -$0.015)
- Homology Medicine (FIXX)
- Caribou Biosciences (CRBU),
Thursday’s Closing DOWN (10 of 14):
- Vericel (VCEL -$0.86),
- Lenz Therapeutics (LENZ -$0.62 after Wednesday’s +$2.44 after Tuesday’s -$0.98 after Monday’s -$0.96),
- Ionis Pharmaceuticals (IONS -$0.60 after Wednesday’s +$0.84),
- AxoGen (AXGN -$0.19),
- Prime Medicine (PRME -$0.14 after Wednesday’s -$0.25),
- Intellia Therapeutics (NTLA -$0.13 after Wednesday’s +$0.53),
- Editas Medicine (EDIT -$0.11),
- Verve Therapeutics (VERV -$0.07 after Wednesday’s $0.00),
- Cellectis SA (CLLS -$0.06 after Wednesday’s -$0.12),
- Voyager Therapeutics (VYGR -$0.05),
The BOTTOM LINE: Indexes starting with early gains, added value as investors waded through earnings reports, surprise initial jobless claims and U.S. retail sales data.
- Small caps on the Russell 2000 outpaced the major indexes with a 1.2% rise
- The S&P 500 and Nasdaq continued a record-setting run as investors navigated a plethora of catalysts, including earnings, economic data, Trump's tariffs, and the president's displeasure with the Fed's stance on interest rates. <Yahoo Finance>
- As stated above, on the economic front, retail sales for June rebounded while jobless claims came in at their lowest level in 3-months.
Bad news: Sarepta Therapeutics (SRPT)is facing a challenging period after the deaths of two patients
- Lays off 500 after gene therapy setback who received its gene therapy for Duchenne muscular dystrophy.
Cell and gene therapy sector equities stayed within the upside suffering a few downside flips after popping 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” …
- 7/17 – Thursday closed positive with 17 positive, 14 negative and 4 flats
- 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
Last week:
- 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
“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:
- Thursday: Alnylam Pharmaceuticals (ALNY), uniQure NV (QURE) and Mesoblast (MESO)
- 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:
- Thursday: Vericel (VCEL), Lenz Therapeutics (LENZ) and Ionis Pharmaceuticals (IONS)
- 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.