December 2, 2025 8:04am

C&GT sector fell as last week’s strength turned into new month’s weakness; consider sector “exposure”!

News: Ionis Pharmaceuticals (IONS +$0.51 or +0.62% to $81.99) FDA has granted Breakthrough Therapy designation to zilganersen for the treatment of Alexander disease (AxD), a rare, progressive and often fatal neurological condition. There are currently no approved disease-modifying treatments for AxD.

Pre-open Signals: 9 Positive and 0 Negative

Never leave an investor uninformed … I say what others won’t, so you can do what others can’t!

…Traders are staying optimistic that the Fed will announce an interest rate cut on Dec. 10

Monday’s RMi Closing Bell: No one’s market … https://www.regmedinvestors.com/articles/14212

RMi Research Note: Harvard Apparatus GT (OTCQB): Broke … https://www.regmedinvestors.com/articles/13812

Remember that overnight and pre-open actions’ futures and markets doesn’t necessarily translate into actual trading in today’s market session.

 

C&GT sector should be not be without the benefit of doubt through December after last week’s 1 holiday and 4 sessions of gains

Tuesday: The pre-open Dow futures are UP +0.05% or (+23 points), the S&P futures are UP +0.20% or (+13 points) and the Nasdaq futures are UP +0.33% or (+83 points)

  • Stock futures are rising slightly but positive on Tuesday, 12/2
  • European markets are in the green, yet struggling
  • Asia Pacific markets “mostly” rose

 

Henry’omics: We need to more than consider the market’s setting to grasp the micro re “our” universe of cell and gene therapy companies

  • Monday: The Dow closed DOWN -427.06 points or -0.89%, the S&P closed DOWN -36.44 points or -0.53% while the Nasdaq closed DOWN -89.763 points or -0.38%
  • Friday: The Dow closed UP +289.30 points or +0.61%, the S&P closed UP +36.48 points or +0.54% while the Nasdaq closed UP +150.996 points or +0.65%
  • Last week: The S&P 500 increased +4%. the Dow +3% and the Nasdaq jumped 4%.
  • The previous week: The S&P 500 was down -2%, the Dow -2% and the Nasdaq was down -2.7%
  • November ended: the S&P 500 and Dow were slightly higher, as the Nasdaq fell 2%,

 

Q4 – December, 1 negative close

•             November, 1 holiday, 8 positive and 11 negative sessions

•             October, 1 neutral, 10 positive and 12 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.

Pre-open, I take the top 4 and bottom 10 of the previous session's closes to measure the potential of the morning’s possibles ...

  • Ionis Pharmaceuticals (IONS) FDA has granted Breakthrough Therapy designation to zilganersen for the treatment of Alexander disease (AxD), a rare, progressive and often fatal neurological condition. There are currently no approved disease-modifying treatments for AxD with a positive +$0.51 or +0.62% pre-open
  • Alnylam Pharmaceuticals (ALNY +$3.33 after Friday’s +$6.11 with a positive +$2.50 or +0.55% pre-open
  • Capricor Therapeutics (CAPR) closed up +$1.30 with a positive +$0.10 or +1.50% pre-open
  • Vertex (VRTX) closed down -$8.01 after Friday’s +$1.44 with a positive +$1.35 or +0.32% pre-open
  • BioNTech (BNTX) closed down -$5.76 after Friday’s +$0.45 with a positive +$0.60 or +0.62% pre-open
  • Moderna (MRNA) closed -$1.82 after Friday’s +$0.97 with a positive +$0.04 or +0.17% pre-open
  • IQVIA Holdings (IQV) closed down -$1.52 after Friday’s -$1.79 with a positive +$1.12 or +0.49% pre-open
  • CRISPR Therapeutics (CRSP) closed down -$1.30 with a positive +$0.60 or +1.15% pre-open
  • Beam Therapeutics (BEAM) closed down -$1.28 after Friday’s +$0.30 with a positive +$0.09 or +0.37% pre-open

 

The BOTTOM LINE: Still feeling the what … anxiety with a small dose/feeling of optimism!

Welcome to my world of defining the “grey’ in our universe!

The cell and gene therapy (C&GT) sector gave back some of last week’s rally

  • Risk-off sentiment has pressured the bull market in recent weeks as worries of persistent inflation, elevated valuations and returns on artificial intelligence spending weigh on investors. <CNBC>

 

This week:

  • 12/1 – Monday closed negative with 5 positive, 31 negative and 0 flat

Last week, November:

  • 11/28 - Friday closed positive with 29 positive, 10 negative and 1 flat
  • 11/27 – Thursday, a market holiday
  • 11/26 – Wednesday closed positive with 28 positive, 12 negative and 0 flat
  • 11/25 – Tuesday closed positive with 24 positive, 15 negative and 1 flat
  • 11/24 - Monday closed positive with 25 positive, 14 negative and 1 flat

 

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 multiple operating roles) with the gray hair and a readership following with real numbers to prove it!

  • 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.