October 7, 2025 5:02pm

As markets and the cell and gene therapy sector dimed-out

The uncertainty around the government shutdown has driven investors/traders to squish riskier bets

News: BioLife Solutions (BLFS -$0.22 or -0.83% to $26.30) sold SAVSU Cleo Technologies, LLC, its wholly owned cold chain logistics subsidiary for $25.5 M (subject to certain adjustments) in cash to Peli BioThermal, a global leader in temperature-controlled logistics solutions.

Never leave an investor uninformed!  

“I remain a skeptic, as electronic trading remains the impetus to, I believe a cell and gene therapy sector getting artificial highs and lows” … as proven in past sessions!

Tuesday’s RMi pre-open:   What to do now? … https://www.regmedinvestors.com/articles/14139

“When you’re riding’ ahead of the herd, take a look back every now and then to make sure your share pricing “cows” are moving”

 

Tuesday: The Dow closed DOWN -82.16 points or -0.18%, the S&P closed DOWN -25.69 points or -0.38% while the Nasdaq closed DOWN -153.304 points or -0.67%

  • Theme of the session: struggling indexes as shutdown continues

Henry’omics: We need to consider the economic environment to comprehend the micro re “our” universe of cell and gene therapy

  • Employment growth was essentially flat in September, according to data from investment giant Carlyle that seeks to fill in data gaps created by the government shutdown; its proprietary data showed job growth of just 17,000 from the month, which would be even less than the 22,000 gain in August reflected in Bureau of Labor Statistics data.

Tuesday’s (my) 40-company covered sector’s advance/decline line opened negative with 12 incliners, 26 decliners and 2 flats ending with a negative close of 15 incliners, 25 decliners and 0 flat

Metrics:  Tuesday, the RUT was down -27.93 points or -1.12%, the IBB was down -0.04 points or -0.03%, the XLV was up +0.11 points or +0.08%, the XBI was up +0.04 points or +0.04% while the VIX was up +0.87 points or +5.31% at 17.24

 

Q4 – 3 positive and 2 negative closes

Q3 – September - 1 holiday, 9 negative and 12 positive closes; August - 12 negative and 9 positive closes; July - 1 market holiday, 13 positive and 9 negative closes

 

Tuesday Closing UP (10 of 15) 

  • Alnylam Pharmaceuticals (ALNY +$7.58 after Monday’s -$4.35),
  • Vertex (VRTX +$7.38 after Monday’s -$0.40),
  • uniQure NV (QURE +$5.01 after Monday’s -$2.01),
  • BioNTech (BNTX +$0.90),
  • Lenz Therapeutics (LENZ -$0.83 after Monday’s -$2.63),
  • Mesoblast (MESO +$0.77 after Monday’s -$1.09),
  • CRISPR Therapeutics (CRSP +$0.43 after Monday’s +$2.45),
  • Cellectis SA (CLLS +$0.29),
  • Precigen (PGEN +$0.17),
  • Editas Medicine (EDIT +$0.13),

Flat (0)

Tuesday’s Closing DOWN (10 of 25): 

  • IQV Holdings (IQV -$4.16 after Monday’s -$1.59),
  • Arrowhead Pharmaceuticals (ARWR -$0.96 after Monday’s +$1.38),
  • Beam Therapeutics (BEAM -$0.76 after Monday’s +$0.14),
  • Vericel (VCEL -$0.63 after Monday’s +$1.30),
  • Ultragenyx Pharmaceuticals (RARE -$0.45 after Monday’s -$1.02),
  • Adverum Biotechnologies (ADVM -$0.36),
  • Capricor Therapeutics (CAPR -$0.31 after Monday’s +$0.45),
  • AxoGen (AXGN -$0.26 after Monday’s -$0.72),
  • Supernus Therapeutics (SUPN -$0.24),
  • BioLife Solutions (BLFS -$0.22),

 

The Bottom Line: More of the … WHYs …

I can’t seem to let go of this quote, “It’s always darkest before the pitch dark”

The government shutdown stretches into its 7th day … more uncertainty

After multiple uplifting sessions, the cell and gene therapy sector was timed out as profiteering hit the sector

  • I remain a skeptic, as electronic trading remains the impetus to, I believe the cell and gene therapy sector gets artificially … high and low” … as proven in past sessions by “uncle algo and his electronic trading dwarfs”!
  • Keep your wallet closed!

 

October: understand the “flow” …

  • 10/7 – Tuesday closed negative with 15 positive, 25 negative and 0 flat
  • 10/6 – Monday closed negative with 17 positive, 22 negative and 1 flat

Last week:

  • 10/3 – Friday closed positive with 27 positive, 10 negative and 3 flats
  • 10/2 - Thursday closed positive with 26 positive, 13 negative and 1 flat
  • 10/1 – Wednesday closed positive with 26 positive, 14 negative and 0 flat
  • 9/30 -- Tuesday closed positive with 24 positive, 15 negative and 1 flat
  • 9/29 – Monday closed positive with 33 positive, 5 negative and 2 flats

The previous week:

  • 9/26 – Friday closed positive with 29 positive, 9 negative and 2 flats
  • 9/25 - Thursday closed negative with 8 positive, 30 negative and 2 flat
  • 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

 

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.
  • “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!”

 

Why do I keep repeating, framed in a different para, so investors can make the connection …

The top three (3) performing in the session:   

  • Tuesday: Vertex (VRTX), Alnylam Pharmaceuticals (ALNY) and uniQure NV (QURE)
  • Monday: CRISPR Therapeutics (CRSP), Arrowhead Pharma (ARWR) and Vericel (VCEL)
  • Friday: IQV Holdings (IQV), Arrowhead Pharma (ARWR) and Mesoblast (MESO)

The worst three (3) in the session:

  • Tuesday: IQV Holdings (IQV), Beam therapeutics (BEAM) and Arrowhead Pharma (ARWR)
  • Monday: Alnylam Pharmaceuticals (ALNY), Lenz Therapeutics (LENZ) and uniQure NV (QURE)
  • Friday: Vertex (VRTX), CRISPR Therapeutics (CRSP) and Alnylam Pharmaceuticals (ALNY)

 

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.