December 9, 2025 4:45pm

Waiting for Jerome’s interest rate decision; C&GT sector takes a dump

RMi collects, curates, interprets and disseminates cell and gene therapy sector (C&GT) fact-based news, trusted and verified intel and share pricing data to bridge the gap to an investment decision

From last night’s post: “the downslide is coming: I’d go after Capricor Therapeutics (CAPR)” -$1.18 today!  Right again as time goes on, watch the slide!

It’s not always time to buy or sell; but it is time to KNOW and why!

Never leave an investor uninformed!  

News: Eli Lilly (LLY) and Adverum Biotechnologies (ADVM today at $4.36 with contingent value right of $8.91) acquisition and tender offer on 12/8/25, expiration time.

Pre-open Bell: none

Monday’s RMi Closing Bell: The merry-go-round … https://www.regmedinvestors.com/articles/14221   

RMi Research Note: Harvard Apparatus GT (OTCQB: HRGN): I reiterate WHO is PACKING the Pig that’s Broke … https://www.regmedinvestors.com/articles/13812

 

Tuesday: The Dow closed DOWN -179.03 points or -0.38%, the S&P closed DOWN -6 points or -0.09% while the Nasdaq closed UP +30.582 points or +0.13%

  • Theme of the session: Watching, waiting and anticipating Wednesday

Tuesday’s (my) 40-company covered sector’s advance/decline line opened negative with 8 incliners, 29 decliners and 3 flats ending with a negative close of 11 incliners, 27 decliners and 2 flats

  • The Russell 2000 surged to an intraday record on Tuesday +0.7% surpassing its prior high set-in mid-October.

Henry’omics: We need to more than consider the macro-economic environment to comprehend the micro re “our” universe of cell and gene therapy (C&GT) sector

  • The number of job openings was unchanged at 7.67 M in October. Over the month, both hires and total separations were little changed at 5.15 M, a decline of 218 K with a rate of 3.2% down -0.02% monthly. Within separations, both quits (2.9 M) and layoffs and discharges (1.9 M) were little changed.  The number and rate of job openings were unchanged in October. The number of job openings decreased in federal government (-25K). In October, the number and rate of hires were little changed at 5.1 M and 3.2%.

The C&GT sector closed positive while the CBOE Fear (VIX) index closed Tuesday at 16.90 and Monday at 16.55

Metrics: Tuesday …

  • The RUT was up +5.26 points or +0.21%,
  • The XLV was down -1.45 points or -0.96%,
  • The NBI was down -99.21 points or -1.73%;
  • The XBI was down -2.47 points or -2%
  • The IWM was up +0.52 or +0.21%;
  • The IBB was down -2.86 points or -1.68%,
  • The VIX was up +0.24 points or +1.44% at to 16.90

 

Q4 – December – 3 positive and 4 negative closes

  • November – 1 holiday, 8 positive and 11 negative closes
  • October -1 neutral, 11 positive and 12 negative closes

 

Tuesday Closing UP (10 of 10) +$ after Monday’s

  • WVE Life Sciences (WVE +$2.79 after Monday’s +$11.03),
  • Vericel (VCEL +$1.08 after Monday’s +$1.07 after Friday’s -$0.56),
  • Mesoblast (MESO +$0.65),
  • Sarepta Therapeutics (SRPT +$0.31 after Monday’s -$0.40 after Friday’s -$0.56),
  • MiMedx (MDXG +$0.30 after Monday’s -$0.25 after Friday’s +$0.07),
  • Moderna (MRNA +$0.27),
  • Arrowhead Pharma (ARWR +$0.23 after Monday’s +$1.76 after Friday’s -$3.22),
  • Generation Bio (GBIO +$0.09),
  • Solid Biosciences (SLDB +$0.04),
  • Editas Medicine (EDIT +$0.02)

Flat (3)

  • Adverum Biotechnologies ADVM) - acquired
  • Brainstorm Cell Therapeutics (BCLI $0.00 after Friday’s $0.00),
  • Harvard Apparatus RT (OTCQB: HRGN $0.00 with 600 shares traded after Monday’s +$0.18 with 6,900 shares traded) – PONZI!

Tuesday’s Closing DOWN (10 of 27): -$ after Monday’s

  • Alnylam Pharmaceuticals (ALNY -$14.81 after Monday’s -$28.10 after Friday’s -$7.22),
  • IQVIA Holdings (IQV -$5.51 after Monday’s -$2.28 after Friday’s +$0.93),
  • Vertex (VRTX -$5.03 after Monday’s -$13.44 after Friday’s -$1.88),
  • Ionis Pharmaceuticals (IONS -$2.65 after Monday’s -$0.17)
  • Supernus Therapeutics (SUPN -$1.74 after Monday’s +$1.48 after Friday’s +$0.58),
  • Capricor Therapeutics (CAPR -$1.18 after Monday’s +$1.67 after Friday’s +$1.49),
  • uniQure NV (QURE -$0.99 after Monday’s +$0.44 after Friday’s -$1.41),
  • Beam Therapeutics (BEAM -$0.62)
  • Regenxbio (RGNX -$0.52),
  • Entrada Therapeutics (TRDA -$0.45 after Monday’s +$0.72 after Friday’s +$0.16),

 

The Bottom Line: More of the … WHYs

Again, skimming the trim … before the rate decision!

Most C&GT sector equities pooped Tuesday after shooting-up Monday after Friday’s dive, after Thursday after Wednesday ++ following “taking a licking” on last Tuesday and the previous Monday’s.

  • As I wrote, the downslide is coming: I’d go after Capricor Therapeutics (CAPR)!
  • It did -$1.18!

Take it a session at a time … the REAL question is … how long will this sentiment and conviction “run” last?

A question does NOT answer an inquiry; investors need more than a few catalysts that could revive a rally, I do NOT expect end end-of-year flurry!

  • Depleted market valuations and the uncertain payoff from heavy spending as we get closer to 2025 ends and then coming Q4 and FY25 financial and achievement results

 

2nd December week:

  • 12/9 - Tuesday closed negative with 10 positive, 27 negative and 3 flats
  • 12/8 - Monday closed positive with 22 positive, 16 negative and 2 flat

Last week,  

  • 12/5 – Friday closed negative with 13 positive, 26 negative and 1 flat
  • 12/4 – Thursday closed positive with 26 positive, 12 negative and 2 flats
  • 12/3 – Wednesday closed positive with 35 positive, 4 negative and 1 flat
  • 12/2 - Tuesday closed negative with 10 positive, 29 negative and 1 flat
  • 12/1 – Monday closed negative with 5 positive, 31 negative and 0 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!

A real question, are cell and gene therapy (C&GT) sector companies with high insider ownership present … opportunity?

  • Do they often demonstrate alignment between management and shareholder interests … a critical factor in navigating volatile market conditions?
  • I will be looking into this …! Stay tuned.

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 facts and truth are its products; 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: Wave Life Sciences (WVE), Mesoblast (MESO) and Vericel (VCEL)
  • Monday: Wave Life Sciences (WVE), Arrowhead Pharma (ARWR) and Capricor Therapeutics (CAPR)
  • Friday: Moderna (MRNA), Capricor Therapeutics (CAPR) and IQVIA Holdings (IQV)

The worst three (3) in the session:

  • Tuesday: Alnylam Pharmaceuticals (ALNY), IQVIA Holdings (IQV) and Vertex (VRTX)
  • Monday: Alnylam Pharmaceuticals (ALNY), Vertex (VRTX) and AxoGen (AXGN),
  • Friday: Alnylam Pharmaceuticals (ALNY), Arrowhead Pharma (ARWR) and Vertex (VRTX)

 

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.