July 30, 2025 3:19pm

Expectation outdoes anticipation

Fed Chair Powell continues to signal patience around any interest rate decision which is NOT a technical or market term

Earnings today: MiMedx (MDXG), Lenz Therapeutics (LENZ) and Ionis Pharmaceuticals (IONS)

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.

 

Tuesday’s night’s … RegMed Investors (RMi) Closing Bell: Earnings wind condition, dropping sail and stow adjusting for direction …

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

 

Wednesday: The pre-open Dow futures are UP +0.06% or (+25 points), the S&P futures are UP +0.15% or (+9 points) and the Nasdaq futures are UP +0.27% or (+82 point)

  • Stock futures were inched higher Wednesday, 7/30
  • European markets were mixed
  • Asia markets trade 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

  • Tuesday: The Dow closed DOWN -204.57 points or -0.46%, the S&P closed DOWN -18.91 points or -0.30% while the Nasdaq closed DOWN -80.29 points or -0.38%
  • 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%
  • Last week, the Dow finished +1.3%, the Nasdaq rose +1% and the S&P 500 gained +1.5%.

Economic Data Docket: Rat feision, private payrolls, gross domestic product (GDP) and pending home sales

 

Q3 – July – 1 market holiday, 14 positive and 7 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; …. NO escape in the making of upcoming week, earnings, fed and GDP today defining ups, downs and just plain uncertainty

 

 

The BOTTOM LINE: I … STILL …feel RED flags are flying and the firing range is open!

Tuesday night’s action follows a losing day on the Street, marking the first session of the last seven in which the S&P 500 did not close at an all-time high. The S&P 500 slid 0.3%, while the Dow -0.05% and Nasdaq lost about -0.4%.

July is slowly coming to an end with 2 (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: 7/31, Thursday = Alnylam Pharmaceuticals (ALNY), Vericel (VCERL), 8/1 = Ionis Pharmaceuticals (IONS) and Moderna (MRNA), 8/4 -Monday Cellectis SA (CLLS) and 8/5, Tuesday = AxoGen (AXGN) and Ultragenyx Pharmaceuticals (RARE)

  • Meeting earnings expectation and/or missing consensus will deem share pricing outcomes this week.

“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 coming to an end of July, to understand the “flow” of markets, the cell and gene therapy sector and economic karma…

  • 7/29 – Tuesday closed negative with 8 positive, 22 negative and 5 flats
  • 7/28 - Monday closed negative with 14 positive, 16 negative and 5 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.