July 29, 2025 7:52am

Not always the direction of the market’s “wind” that determines which way the sector will go

Meeting earnings expectation and/or missing consensus will deem share pricing outcomes this week. Earnings this week: 7/29, Tuesday = uniQure NV (QURE), 7/30, Wednesday = MiMedx (MDXG), 7/31, Thursday = Alnylam Pharmaceuticals (ALNY), Vericel (VCERL), 8/1 = Ionis Pharmaceuticals (IONS) and Moderna (MRNA)

News: FDA partially lifts hold on Sarepta Therapeutics’ (SRPT) Duchenne gene therapy after community outcry … partially reversed course on its push to halt shipments of the controversial therapy

Pre-open Signals: 5 Negative, 1 Sellinto Strength and many Neutral Indications

Never leave an investor uninformed … I try to rationalize the whys of inclines or declines in share pricing as lately it seems no news is good news

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.

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.

 

Monday’s night’s … RegMed Investors (RMi) Closing Bell: “Sailing close to the wind”, a nautical and a finance term … https://www.regmedinvestors.com/articles/14016

RegMed Investors (RMi) Research Note: Harvard Apparatus GT (OTCQB): Sustaining a Loser … https://www.regmedinvestors.com/articles/13812

 

Tuesday: The pre-open Dow futures are UP +0.18% or (+80 points), the S&P futures are UP +0.23% or (+14 points) and the Nasdaq futures are UP +0.39% or (+92 point)

  • Stock futures are positive yet inching on Tuesday, 7/29
  • European markets continue up and higher,
  • Asia-Pacific markets were mixed

 

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

  • Monday: The Dow closed DOWN -64.36 points or -0.14%, the S&P closed UP +1.13 points or +0.02% while the Nasdaq closed UP +70.27 points or +0.33%
  • Friday: The Dow closed UP +208.01 points or +0.47%, the S&P closed UP +25.29 points or +0.40% while the Nasdaq closed UP +50.36 points or +0.24%
  • Thursday: The Dow closed DOWN -316.20 points or -0.70%, the S&P closed UP +4.44 points or +0.07% while the Nasdaq closed UP +37.94 points or +0.18%
  • Wednesday: The Dow closed UP +507.85 points or +1.14%, the S&P closed UP +49.33 points or +0.78% while the Nasdaq closed UP +127.33 points or +0.61%
  • Tuesday: The Dow closed UP +179.37 points or +0.40%, the S&P closed UP +4.02 points or +0.06% while the Nasdaq closed DOWN – 81.49 points or -0.39%
  • Last Monday: The Dow closed DOWN -19.12 points or -0.04%, the S&P closed UP +8.81 points or +0.14% while the Nasdaq closed UP +78.52 points or +0.38%
  • Last week, the Dow finished +1.3%, the Nasdaq rose +1% and the S&P 500 gained +1.5%.

Economic Data Docket: Durable-goods orders and Durable-goods minus transportation

 

Q3 – July – 1 market holiday, 14 positive and 5 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.

  • I’ll pass; …. an escape in the making of upcoming earnings week, ups, downs and just plain uncertainty

Although:

Cellectis SA (CLLS) closed up +$0.33 after Friday’s +$0.52 with a negative -$0.06 or -2.1053% pre-open

Vericel (VCEL closed up +$1.33 with a positive +$0.22 or +0.53% aftermarket – Sell into Strength

CRISPR Therapeutics (CRSP) closed down -$1.01 after Friday’s -$1.30, Thursday’s -$2.08, Wednesday’s +$2.21 and last Tuesday’s +$0.60 with a negative -0.16 or -0.25% pre-open

Ionis Pharmaceuticals (IONS) closed down -$1.08 after Friday’s +$0.09 with a negative -$0.02 or -0.05% pre-open indication

Moderna (MRNA) closed down -$0.24 after Friday’s +$0.14 with a negative -$0.09 or -0.27% pre-open

Solid Biosciences (SLDB) closed up +$0.02 after Friday’s +$0.32 with a negative -$0.12 or -1.71% pre-open

 

The BOTTOM LINE: US stock futures traded flat as Wall Street prepared for fresh earnings and economic data amid a blockbuster week poised to shake markets.

I … STILL …feel RED flags are flying and the firing range is open!

July is slowly coming to an end with 3 (including today) sessions left.

  • After econs stifled the sector and markets, and summer doldrums, tariff conflicts, vacations and selling before the earnings cycle to pay for the lobster rolls.

 

Earnings remainers, post this week: 8/4 - Monday Cellectis SA (CLLS) and 8/5, Tuesday = AxoGen (AXGN)

 

“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!”

 

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

  • 7/28 - Monday closed negative with 14 positive, 16 negative and 5 flats

Last week:

  • 7/25 – Friday closed positive with 17 positive, 14 negative and 4 flats
  • 7/24 – Thursday closed negative with 7 positive, 25 negative and 3 flats
  • 7/23 – Wednesday closed positive with 30 positive, 1 negative and 4 flats
  • 7/22 – Tuesday closed positive with 19 positive, 10 negative and 6 flats
  • 7/21 – Monday closed positive with 17 positive, 14 negative and 4 flats

The previous week:

  • 7/18 – Friday closed negative with 10 positive, 21 negative and 4 flats
  • 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

 

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, July has been better than the previous months. Although, I consider the so-called summer rally after the peripatetic or wandering.”

As always, I brace myself for earnings associated with share pricing volatility, some economics and tariff developments and their effects?

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.