July 31, 2025 8:12am

Last day on July’s home plate as sentiment continues shift to the downside with cell and gene therapy sector earnings front and center of influence factors

Earnings today: Alnylam Pharmaceuticals (ALNY pre-open +$4.41 or +1.30% to $344.21) and Vericel (VCEL closed up +$0.80 with no pre-open indication),

Pre-open Indications: 1 Positive and 1 Negative after 2 net income earnings releases

Moving sector news: Moderna (MRNA) plans to slash roughly 10% of its global workforce by the end of the year, as Covid shot sales continue to dwindle and the company grapples with uncertainty in the vaccine market. MRNA will reduce annual operating expenses by about $1.5 billion by 2027.MRNA shares have dropped more than 20% this year.

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.

 

Wednesday’s night’s … RegMed Investors (RMi) Closing Bell: Questions arise from today’s certainty layered with a dose of ambiguity … https://www.regmedinvestors.com/articles/14036

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

 

Thursday: The pre-open Dow futures are UP +0.22% or (+98 points), the S&P futures are UP +0.85% or (+54 points) and the Nasdaq futures are UP +1.19% or (+279 point)

Stock futures rose Thursday, 7/31

European markets were mixed as the session moved on,

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 DOWN -171.71 points or -0.38%, the S&P closed DOWN -7.96 points or -0.12% while the Nasdaq closed UP +31.38 points or +0.15%
  • 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: Weekly jobless claims, June’s personal consumption expenditures (PCE) price index reading, the Fed’s preferred inflation gauge. Economists see headline PCE rising 2.5% on a 12-month basis and 0.3% from the prior month.

 

Q3 – July – 1 market holiday, 13 positive and 8 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 and 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 more econs, earnings, ups, downs and just plain uncertainty

Although:

Ionis Pharmaceuticals (IONS) closed up +$1.89 with a negative -$0.21 or -0.48% to $43.16 after a net income earnings release

MiMedx (MDXG) closed down -$0.15 with a pre-open positive pre-open of +$0.74 or +11.35% to $7.26 after a net income earnings release

 

 

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

July's end is here today ... NO 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: 8/1 = Ionis Pharmaceuticals (IONS) and Moderna (MRNA), 8/4 -Monday Cellectis SA (CLLS) and 8/5, Tuesday = AxoGen (AXGN) and Ultragenyx Pharmaceuticals (RARE) and 8/11, Monday = Agenus (AGEN)

  • 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 July end and earnings season debut; understand the “flow” of markets, the cell and gene therapy sector and economic karma…

  • 7/30 - Wednesday closed negative with 8 positive, 22 negative and 5 flats
  • 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.