September 22, 2025 4:42pm
From the pre-open post, “A dose of roll-overs … to our benefit”
Investors are experiencing alternating gains, “riding the skids of uncle algo and his electronic trading dwarfs” as the cell and gene therapy sector’s being bought into today after a draining Friday close
As the cell and gene therapy sector begins a volatile week’s volatile
News: CRISPR Therapeutics (CRSP -$0.22) and Adverum Biotechnologies (ADVM -$0.30) <see below>
Never leave an investor uninformed!
My idea generation derives from a screening process, bearing metrics on the covered sector that I know like the palm of my hand and where I generate for like-minded investors with whom I share suggestions.
I see myself as a better daily fact collector and my responsibility is to lead investors to interpreted data as I bridge the gap to an investment decision.
News: CRISPR Therapeutics (CRSP) and Sirius Therapeutics, 1st patient has been dosed in a P2 clinical trial of SRSD107, a Factor XI (FXI) siRNA for the prevention of venous thromboembolism (VTE) in patients undergoing total knee arthroplasty (TKA).
Adverum Biotechnologies (ADVM) has notified sites that it plans to complete screening in ARTEMIS, its 1stpivotal P3 trial evaluating Ixo-vec in wet age-related macular degeneration (wet AMD) by September 30, 7 months after initiation, now expecting full enrollment of at least 284 treatment-naïve and treatment experienced patients in 4Q/25 and data readout in 1Q/27.
Monday’s RMi pre-open: A dose of roll-overs … https://www.regmedinvestors.com/articles/14116
Updated … RMi Research Note: Harvard Apparatus GT (OTCQB): Who is wasting lipstick on this pig? … https://www.regmedinvestors.com/articles/13812
Monday: The Dow closed UP +66.27 points or +0.14%, the S&P closed UP +29.39 points or +0.44% while the Nasdaq closed UP +157.50 points or +0.70%
- Theme of the session, A-I pops the cork of market fervor as AI-related name Oracle (ORCL) was a big winner
Henry’omics: We need to more than consider the economic environment to comprehend the micro re “our” universe of cell and gene therapy
- The growing risk of a government shutdown still looms over the stock market. Last week, the Senate rejected Republican and Democratic proposals to at least temporarily fund the federal government.
Monday’s (my) 40-company covered sector’s advance/decline line opened positive with 30 incliners, 9 decliners and 1 flat ending with a positive close of 31 incliners, 9 decliners and 0 flat
Metrics: Monday, the IBB was up +0.69%, the XBI was up +1.73% while the VIX was up +0.66 points or +4.27% at 16.11
Q3 – 1 holiday, 7 negative and 8 positive closes
- August – 12 negative and 9 positive closes
- July – 1 market holiday, 13 positive and 9 negative closes
Monday Closing UP (10 of 31)
- Alnylam Pharmaceuticals (ALNY) closed up +$5.36 after Friday’s +$1.39),
- BioNTech (BNTX) closed up +$2.50),
- Intellia Therapeutics (NTLA +$1.67),
- Arrowhead Pharmaceuticals (ARWR +$1.36 after Friday’s -$0.82),
- Ultragenyx Pharmaceuticals (RARE +$1.34 after Friday’s -$0.98),
- Moderna (MRNA +$1.32),
- Sarepta Therapeutics (SRPT +$1.22 after Friday’s -$1.09),
- Supernus Therapeutics (SUPN +$0.94),
- IQV Holdings (IQV +$0.63 after Friday’s -$2.98),
- AxoGen (AXGN +$0.40)
Flat (0)
Monday’s Closing DOWN (9 of 9):
- Lenz Therapeutics (LENZ) closed -$1.01 after Friday’s +$0.58),
- Capricor (CAPR -$0.56 after Friday’s +$0.25),
- Adverum Biotechnologies (ADVM -$0.30 after Friday’s +$0.81),
- BioLife Solutions (BLFS -$0.29 after Friday’s -$0.71)
- CRISPR Therapeutics (CRSP closed -$0.22 after Friday’s -$0.62
- Mesoblast (MESO) closed -$0.16 after Friday’s +$1.26
- Entrada Therapeutics (TRDA -$0.14),
- Voyager Therapeutics (VYGR -$0.05),
- uniQure NV (QURE -$0.04 after Friday’s -$0.87),
The BOTTOM LINE: More of the … WHYs …
Cell and gene therapy sector equities roared louder gaining serious altitude after Friday’s big dive.
- 9/22 – Monday closed positive with 31 positive, 9 negative and 0 flat
- 9/19 – Friday closed negative with 7 positive, 33 negative and 0 flat
Another also, next Friday (9/26) the PCE index will be released, the Feds primary measurement data tool
- Economists expect a modest 0.22% increase, which would lift the 12-month core inflation rate to 3% from 2.9%, according to FactSet.
- Suspense is low since most inputs are released with the CPI and PPI.
- Meanwhile, economists expect personal consumption expenditures to rise 0.4% and personal income to grow 0.3%. slew of other econ news is also due, led by August existing home sales on Tuesday.
Is a market ripple ahead: Republicans moved forward Friday on their plan to avert a partial government shutdown (9/30 deadline) and up the political pressure on Democrats to accept the GOP approach to a funding deadline looming in less than two weeks.
- Analyst expectations across the board say this latest round of brinkmanship is more likely to end with a shutdown than recent standoffs that began with gridlock but saw last-minute concessions.
- Markets are paying little attention so far — a pattern that has recent historical precedence.
- One possible reason is that government shutdowns since 1995 have had little effect on stocks <IBD>
We seem to be always waiting for … something i.ie., anything
- As I have written, “Econs have been poison to our universe” … onerous as they have been today Wednesday
September: understand the “flow” …
- 9/22 – Monday closed positive with 31 positive, 9 negative and 0 flat
Last week:
- 9/19 – Friday closed negative with 7 positive, 33 negative and 0 flat
- 9/18 – Thursday closed positive with 33 positive, 6 negative and 1 flat
- 9/17 – Wednesday closed negative with 10 positive, 30 negative and 0 flat
- 9/16 - Tuesday closed positive with 29 positive, 9 negative and 2 flats
- 9/15 - Monday closed negative with 17 positive, 22 negative and 1 flat
Welcome to my world of defining the “grey’ in our universe!
- “I 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!”
- If I have learned one thing as a former research analyst in a venture and public fund, operating executive, x-FBI, x-military officer and an adjunct (MBA) business school professor now a journalist; my life and your portfolio are largely tied to knowledge of price movements and questioning pricing targets and more.
- I was once told by a “very” prominent figure early in my career, “write it right, keep it tight without hype and never lose the stride to guide the reader” – they were pretty simple instructions to follow!
Why do I keep repeating, so investors can make the connection …
The top three (3) performing in the session:
- Monday: Alnylam Pharmaceuticals (ALNY), BioNTech (BNTX) and Intellia Therapeutics (NTLA)
Last week:
- Friday: Alnylam Pharmaceuticals (ALNY), Mesoblast (MESO and Adverum Biotechnologies (ADVM)
- Thursday: CRISPR Therapeutics (CRSP), Intellia Therapeutics (NTLA) and IQV Holdings (IQV)
- Wednesday: Lenz Therapeutics (LENZ), Supernus Therapeutics (SUPN) and Harvard Apparatus RT (OTCQB: HRGN)
- Tuesday: CRISPR Therapeutics (CRSP), Vericel (VCEL) and Beam Therapeutics (BEAM)
- Monday: CRISPR Therapeutics (CRSP), Mesoblast (MESO) and Beam Therapeutics (BEAM)
The worst three (3) in the session:
- Monday: Lenz Therapeutics (LENZ), Capricor Therapeutics (CAPR) and Adverum Biotechnologies (ADVM)
Last week:
- Friday: IQV Holdings (IQV), Vertex (VRTX) and Sarepta Therapeutics (SRPT)
- Thursday: BioNTech (BNTX), Lenz Therapeutics (LENZ) and Vertex (VRTX)
- Wednesday: Alnylam Pharmaceuticals (ALNY), Vertex (VRTX) and Vericel (VCEL)
- Tuesday: Vertex (VRTX), uniQure NV (QURE) and Wave Life Sciences (WVE)
- Monday: Alnylam Pharmaceuticals (ALNY), Ionis Pharmaceuticals (IONS) and uniQure NV (QURE)
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. 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.
Henry McCusker, the editor, and publisher of RegMed Investors does not hold or have positions in securities referred to in this publication. 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 in this report.
