September 29, 2025 7:44am
Catalysts drive momentum as algos take profits heading into September and Q3’s end
Always be vigilant concerning your portfolio … why you need to read RMi!
Pre-open signals: 4 Positive and 1 Negative Indications
News: Alnylam Pharmaceuticals (ALNY +$4.37 or +0.98% to $446.40) announced results from new analyses of the HELIOS-B P3 study of AMVUTTRA® (vutrisiran), an RNAi therapeutic
Never leave an investor uninformed … I say what others won’t, so you can do what others can’t!
News: Alnylam Pharmaceuticals, Inc. (ALNY) for the treatment of the cardiomyopathy of wild-type or hereditary transthyretin-mediated amyloidosis (ATTR-CM) and the polyneuropathy of hereditary transthyretin-mediated amyloidosis (hATTR-PN) in adults. Data from a post hoc analysis of the HELIOS-B study, which assessed whether treatment with vutrisiran was associated with a reduction in gastrointestinal (GI) adverse events in patients with ATTR-CM.
Remember that overnight and pre-open actions’ futures and markets doesn’t necessarily translate into actual trading in today’s market session.
Investors should consider scaling back ... some in the short and last week (2 sessions) as September and Q3 end, whether to take partial profits on extended winners, cut losers, or simply to rein in exposure.
I answer or qualify the sector’s equity’s movement; with an emphasis on which company is gaining or losing stride in your portfolio for the short-term striving toward the near and longterm
Friday night’s … RMi Closing Bell: Giddy-up … https://www.regmedinvestors.com/articles/14125
Updated … RMi Research Note: Harvard Apparatus GT (OTCQB): Who is wasting lipstick on this pig? … https://www.regmedinvestors.com/articles/13812
Monday: The pre-open Dow futures are UP +0.33% or (+151 points), the S&P futures are UP +0.42% or (+28 points) and the Nasdaq futures are +0.54% or (+133 points)
- Stock futures rose Monday, 9/29; with shut-down in focus
- European markets opened higher,
- Asia Pacific markets were 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
- Friday: The Dow closed UP +299.97 points or +0.65%, the S&P closed UP +38.98 points or +0.59% while the Nasdaq closed UP +99.371 points or +0.44%
- Thursday: The Dow closed DOWN -173.96 points or -0.38%, the S&P closed DOWN -32.25 points or -0.50% while the Nasdaq closed DOWN -131.157 points or -0.50%
- Wednesday: The Dow closed DOWN -171.50 points or -0.37%, the S&P closed DOWN -18.95 points or -0.28% while the Nasdaq closed DOWN -75.618 points or -0.34%
- Tuesday: The Dow closed DOWN -88.76 points or -0.19%, the S&P closed DOWN -36.83 points or -0.65% while the Nasdaq closed DOWN -215.503 points or -0.95%
- 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%
- Last week, the Dow has shed 0.8%, the S&P 500 is down nearly 0.9% and the Nasdaq has lost about 1.1%
- The previous week: The Dow was up +1%, the S&P 500 +1.2% and the Nasdaq +2.2%.
Economic Data Docket: Pending home sales
Q3 – September, 1 holiday, 9 negative and 10 positive closes
- August - 11 negative and 9 positive closes
- July – 1 market holiday, 13 positive and 9 negative 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 see green after as September continues to close with more econs in Octobers 1st week, as we barrel through Q’s end, along with the usual ups, downs and just plain uncertainties
With a few:
Alnylam Pharmaceuticals (ALNY) closed -$3.18 after Thursday’s -$8.79, Wednesday’s +$3.96, Tuesday’s -$4.61 and Monday’s +$5.36 with news and a positive +$4.37 or +0.98% pre-open
Arrowhead Pharma (ARWR) closed up +$1.14 after Thursday’s -$1.17 with a positive +$0.46 +1.40% pre-open
IQV Holdings (IQV) closed up +$2.82 after Thursday’s -$4.61, Wednesday’s -$5.21, Tuesday’s -$1.38 and Monday’s +$0.63 with a positive +$0.54 or +0.30% pre-open
uniQure NV (QURE) closed up +$1.66 after Thursday’s +$5.15 after Wednesday’s +$33.84 with a negative -$0.47 or -0.87% -pre-open
CRISPR Therapeutics (CRSP) closed up +$1.35 after Thursday’s -$0.73 with a positive +$0.61 or +0.99% - pre-open
The BOTTOM LINE: I can’t seem to let go of this quote, “It’s always darkest before the pitch dark” …
- September almost over ..,The stock market rally lost ground but the major indexes rallied off Thursday's intraday lows near their 21-day moving averages to finish above their 10-day lines. <IBD>
- The 10- year Treasury yield rose five basis points to 4.185%. Economic data continues to come in stronger than expected, though Friday's PCE inflation data was steady. Friday's jobs report will be important as investors look ahead to the late October Fed meeting. <IBD>\
A partial government shutdown could start after Tuesday, which could suspend the release of the jobs report and other economic data. Usually, markets aren't that affected by a shutdown initially, but could weigh on stocks and bonds if it persists. <IBD>
The cell and gene therapy sector has responded in its usual alternating trend as I have written “econs have been poison” to our universe
- With the cell and gene therapy sector seeing a few too many fits and starts, so …
September is in the front window: understand the “flow”
- 9/26 – Friday closed positive with 27 positive, 12 negative and 1 flat
- 9/25 – Thursday closed negative with 8 positive, 30 negative and 2 flats
- 9/24 – Wednesday closed positive with 28 positive, 11 negative and 1 flat
- 9/23 – Tuesday closed negative with 7 positive, 32 negative and 1 flat
- 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
September has historically delivered pullbacks, yet, this year’s 2025 market has defied that pattern — climbing 35% since March with strong technical and fundamental tailwinds,
Q2 Earnings are in the rear-view mirror; we are about to start again … Q3!
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!”
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.