August 1, 2025 8:18am

A famous saying, econs and earnings <2 net incomes and 5 net loss’ earnings releases so far> come and go while the share pricing evaporates waiting for the next rebound to reverberate

Earnings: Moderna (MRNA)

BREAKING: Nonfarm payroll growth was lower than expected in July and the unemployment rate ticked higher, raising potential trouble signs for the U.S. labor market. Job growth totaled 73,000 for the month, above the June total of 14,000 but below even the meager estimate for a gain of 100,000. June and May totals were revised sharply lower, down by a combined 258,000 from previously announced levels. The unemployment rate rose to 4.2%, in line with the forecast.

Pre-open Indications: 1 Positive and 5 Negative

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.

 

RegMedInvestors (RMi) Finance note: Prime Medicine (PRME) prices offering … https://www.regmedinvestors.com/articles/14038

Thursday’s night’s … RegMed Investors (RMi) Closing Bell: Zigzagging through econs and sector earnings … https://www.regmedinvestors.com/articles/14041

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

 

Friday: The pre-open Dow futures are DOWN -0.84% or (-374 points), the S&P futures are DOWN -0.90% or (-57 points) and the Nasdaq futures are DOWN -1.01% or (-236 point)

  • Stock futures deeply fell Friday, 8/1 as traders digested President Trump’s modified tariff rates,
  • European stock market sell-off intensifies,
  • Asia-Pacific markets also 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

  • Thursday: The Dow closed DOWN -330.30 points or -0.74%, the S&P closed DOWN -25.35 points or -0.37% while the Nasdaq closed DOWN -7.23 points or -0.03%
  • 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%
  • Week to date, the S&P is on pace for an 0.8% loss, while the Dow is off 1.7% and the Nasdaq is tracking for an advance of less than 0.1%.
  • Last week, the Dow finished +1.3%, the Nasdaq rose +1% and the S&P 500 gained +1.5%.

Economic Data Docket: July’s jobs report will be due at 8:30 a.m. ET, and the reading is expected to show a slowing labor market. Estimates call for a 100,000 increase to payrolls over the month and for the unemployment rate to creep higher to 4.2%.

  • In June, the US economy added 147,000 jobs. Meanwhile, the unemployment rate fell to 4.1%.
  • Friday is President Trump's self-imposed trade deal deadline. A host of trade deals was announced on Thursday, while markets wait to hear more.

 

Q3 – August- 1st session; July – 1 market holiday, 13 positive and 9 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:

Alnylam Pharmaceuticals (ALNY) closed up +$52.44 after Wednesday’s +$9.25 after Tuesday’s +$5.76 after Monday’s -$4.02 with a negative -$12.24 or -3.12% pre-open

Beam Therapeutics (BEAM) closed down -$0.44 after Wednesday’s +$0.22, Tuesday’s -$0.90 and Monday’s -$0.89 with a negative -$0.64 or -3.25% pre-open

Moderna (MRNA) closed down -$2.59 with a negative -$2.48 or -8.39% pree-open

Ultragenyx Pharmaceuticals (RARE) closed up +$0.18 after Wednesday’s -$0.52 after Tuesday’s +$0.05 after Monday’s +$0.27 with a negative -$0.31 or -1.13% pre-open

CRISPR Therapeutics (CRSP0 closed down -$1.42 after Wednesday’s -$1.34 after Tuesday’s -$4.73 after Monday’s -$1.01 with a negative -$2.46 or -4.37% pre-open

Lenz Therapeutics (LENZ) closed down -$0.99 after Wednesday’s -$0.91 and Tuesday’s +$0.165 with a positive +$23.18 or +7.32% pre-open and post earnings

 

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

Another indication:

  • Pharmaceutical stocks are fell after President Trump sent letters to 17 drugmakers, asking them to lower prices within 60 days. Merck (MRK)shares fell nearly 4%, while Pfizer (PFE) and Eli Lilly (LLY) shed almost 2% each.
  • Novo Nordisk shares are down nearly 5%, but the stock as already under pressure before this latest news broke, after HSBC downgraded it to hold from buy. This latest slide means shares have lost about 44% since the year began, and nearly 64% over the past 12 months.

Earnings remainers, post this week: 8/1 - Friday = 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!”

 

Reiterating, “There are always some big ifs, especially given some of the headlines that could emanate after a past few months of news flatulence.

  • 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.