August 8, 2025 7:49am

After too many earnings driven downslides, there is soon to be an ascension but, it is Friday and vacation, August.

Earnings:  Thursday’s BioLife Solutions (BLFS) and Sangamo Therapeutics (SGMO) <see The Bottom Line>

As the leading voice of cell and gene therapy investors; I am NOT always a doom and gloom analyst/journalist but a man who has been “there” (BUY, SELL, VC and operating roles) with the gray hair and a readership following with real numbers to prove it!

Never leave an investor uninformed … 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.

There are buying opportunities and sell signals, but many names are likely to reverse direction after the open, especially following earnings.

My “posts” are conveyed with a simplicity of language to highlight what is informative.

 

Thursday’s night’s … RegMed Investors (RMi) Closing Bell: Cause and effect … https://www.regmedinvestors.com/articles/14053

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 UP +0.29% or (+126 points), the S&P futures are UP +0.35% or (+22 points) and the Nasdaq futures are UP +0.36% or (+84 point)

  • U.S. stock futures ticked higher on Friday, 8/8
  • European stocks open higher becoming mixed,
  • 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

  • Thursday: The Dow closed DOWN -224.48 points or -0.51%, the S&P closed DOWN -5.06 points or -0.08% while the Nasdaq closed UP +73.27 points or +0.35%
  • Wednesday: The Dow closed UP +81.38 points or +0.18%, the S&P closed UP +45.87 points or +0.73% while the Nasdaq closed UP +252.87 points or +1.21%
  • Tuesday: The Dow closed DOWN -61.90 points or -0.14%, the S&P closed DOWN -30.77 points or -0.49% while the Nasdaq closed DOWN -137.03 points or -0.65%
  • Monday: The Dow closed UP +585.06 points or +1.34%, the S&P closed UP +91.93 points or +1.47% while the Nasdaq closed UP +403.45 points or +1.95%

Week to date, the S&P 500 has gained 1.3%, the Nasdaq has added 2.4% and the Dow has advanced 1%.

The past week, the Dow tumbled -2.9%, the S&P 500 dropped -2.4% and the Nasdaq lost -2.2%

Economic Data Docket: None with 1 Fed president speech

 

Q3 – August - 4 negative and 1 positive closes

•             July – 1 market holiday, 13 positive and 9 negative closes

 

Coverage Dropped: bluebird bio (BLUE) Private Equity acquired, Blueprint Medicine (BPMC) acquired by SNY, Homology Medicine (FIXX), Sage Therapeutics (SAGE) acquired by SUPN, Verve Therapeutics (VERV) – acquired by LLY

Added: BioNTech (BNTX), Sarepta Therapeutics (SRPT), Supernus Pharma (SUPN), IQVIA Holdings (IQV) and Wave Life Sciences Ltd. (WVE)

 

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 earnings releases, econs, ups, downs and just plain uncertainty

Although: After too many downs, there is soon to be an ascension but, it is Friday and vacation, August.

 

The BOTTOM LINE: Amid earning’s declines, we are seeing “too much red” on the screen, but not much in the aftermarket and pre-market…

However, …

The Russell hit resistance at its 21-day moving averages.

The indexes and key ETFs are all still in recent ranges.

U.S. crude oil prices fell 0.7% to $63.88 a barrel.

The 10-year Treasury yield rose 1 basis point to 4.24%, still near Tuesday's 3-month low

 

August: understand the “flow” …

  • 8/7 – Thursday closed negative with 9 positive, 24 negative and 2 flats
  • 8/6 – Wednesday closed negative with 11 positive, 22 negative and 2 flats
  • 8/5 – Tuesday closed negative with 15 positive, 19 negative and 1 flat
  • 8/4 – Monday closed positive with 27 positive, 8 negative and 0 flats
  • 8/1 – Friday closed negative with 9 positive, 20 negative and 6 flats

Last Week:

  • 7/31 - Thursday closed negative with 3 positive, 25 negative and 7 flats
  • 7/30 - Wednesday closed negative with 12 positive, 18 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

 

Earnings are the highlight of the week: Meeting earnings expectation and/or missing consensus will deem share pricing outcomes.

Upcoming: 8/11, Monday = Agenus (AGEN), 8/14 - Brainstorm Cell Therapeutics (BCLI)

 

“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!”

 

Earnings yesterday:

BioLife Solutions (BLFS) a net loss of -$15.8 M or -$0.02 per share, revenue of $18.3 M, a cash position of $100.2 M with a runway until 2027

Sangamo Therapeutics (NTLA) a net loss of -$20 M or -$0.08 per share, revenue of $18.3 M, a cash position of $38.3 M with a runway until Q4/25

Regenxbio (RGNX) a net loss of -$33.4 M or -$0.57 per share, revenue of $5.2 M, a cash position of $262 M with a runway until 2028

Prime Medicine (PRME) a net loss of -$33.4 M or -$0.57 per share, revenue of $5.2 M, a cash position of $262 M with a runway until 2028

Intellia Therapeutics (NTLA) a net loss of -$33.4 M or -$0.57 per share, revenue of $5.2 M, a cash position of $262 M with a runway until 2028

Regenxbio (RGNX) a net loss of -$33.4 M or -$0.57 per share, revenue of $5.2 M, a cash position of $262 M with a runway until 2028

 

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.