January 26, 2026 4:38pm

Gains and losses, Minneapolis lawlessness and shootings, geo-political tensions and uncertainty including Canadian trade, earnings, Fed rate decision; at the least healthcare, cell and gene therapy companies are visibly yet barely rising

News: Sarepta Therapeutics (SRPT +$1.63) positive topline 3-year functional results from Part 1-treated patients in EMBARK (Study SRP-9001-301), the global, randomized placebo-controlled P3 study evaluating ELEVIDYS (delandistrogene moxeparvovec-rokl) in ambulatory individuals with Duchenne muscular dystrophy who were aged 4 to 7 at time of treatment and at time of last assessment were on average over 9-years of age.

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

Never leave a retail investor uninformed!  It’s not always time to buy or sell; but it is time to KNOW why!

 

No Don Quixote as I continually ask, what do all these stock sources, I-Banks and brokers do for you in providing daily information? Availability of data have made intel both complex; I see myself as a collector and my responsibility is to further identify and interpret data to bridge some gaps in an investment decision.

RMi Pre-opening: Weighing the real risks; certainty versus uncertainty … https://www.regmedinvestors.com/articles/14282    

 

I chose to speak-up when many analysts, brokers and commentators have shut-up!

Monday: The Dow closed UP +313.69 points or +0.64%, the S&P closed UP +34.69 points or +0.50% while the Nasdaq closed UP +100.112 points or +0.43%

  • Theme of the session: as traders wait key earnings reports as well as the latest Fed interest rate decision

Monday’s (my) 40-company covered sector’s advance/decline line opened negative with 8 incliners, 30 decliners and 2 flats ending with a barely positive close of 19 incliners, 18 decliners and 3 flats

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

  • Orders for long-lasting items such as appliances, aircraft and computers rose more than expected in November, the Commerce Department reported.
  • Durable goods demand jumped 5.3% for the month, according to Census Bureau data delayed by the government shutdown. The total reversed a 2.1% decline in October and was better than the 4.5% Dow Jones consensus estimate. Excluding defense orders, the number was even better with a 6.6% rise. Excluding transportation, which saw a 14.7% surge, orders still rose 0.5%.

The CBOE Fear (VIX) index, Monday closed at 16.09, after Friday’s 15.92, Thursday’s 15.65, Wednesday’s 16.99, Tuesday’s 20.17 and last Monday was a holiday

Metrics: Monday …

  • The RUT was down -9.49 points or -0.36%,
  • The XLV was up +0.62 points or +0.39%,
  • The NBI was up +24.07 points or +0.41%;
  • The XBI was down -0.18 points or -0.14%
  • The IWM was down -0.83 or -0.31%;
  • The IBB was up +0.52 points or +0.30%,
  • The VIX was flat points at16.09

 

Q1/26 – 2 holidays, 2 neutral, 5 negative and 6 positive closes

Q4/25 …

  • December – 1 holiday, 8 positive and 14 negative closes
  • November – 1 holiday, 8 positive and 11 negative closes
  • October -1 neutral, 11 positive and 12 negative closes

 

Monday Closing UP (10 of 19) 

  • Vertex (VRTX +$8.43 after Friday’s +$1.06),
  • IQIA Holdings (IQV +$4.12 after Friday’s -$3.75),
  • Alnylam Pharmaceuticals (ALNY +$3.37 after Friday’s -$12.02),
  • BioNTech (BNTX +$2.02 after Friday’s -$2.49),
  • AxoGen (AXGN +$1.89 after Friday’s +$0.83),
  • Sarepta Therapeutics (SRPT +$1.63),
  • Supernus Therapeutics (SUPN +$0.91),
  • Ionis Pharmaceuticals (IONS +$0.76 after Friday’s -$1.55),
  • Capricor Therapeutics (CAPR +$0.42 after Friday’s -$0.97),
  • Mesoblast (MESO +$0.30),

Flat (3)

  • Dyne Therapeutics (DYN)
  • Voyager Therapeutics (VYGR)
  • Caribou Biosciences (CRBU)

Monday’s Closing DOWN (10 of 18): 

  • CRISPR Therapeutics (CRSP -$0.87 after Friday’s -$5.28),
  • Moderna (MRNA -$0.80 after Friday’s -$3.08),
  • Intellia Therapeutics (NTLA -$0.68),
  • Beam Therapeutics (BEAM -$0.61 after Friday’s -$2.70)
  • Cellectis SA (CLLS -$0.385 after Friday’s +$0.095),
  • Entrada Therapeutics (TRDA -$0.33),
  • Lenz Therapeutics (LENZ -$0.26),
  • Prime Medicine (PRME -$0.25),
  • Arrowhead Pharmaceuticals (ARWR -$0.23 after Friday’s -$2.54),
  • Agenus (AGEN -$0.22),

 

The Bottom Line: More of the … WHY

24 inches of snow in yard, on house at least driveway ployed ...

Indexes climbed following back-to-back weekly losses for the 3 indexes.

  • Signs of cautious optimism gripped Wall Street after President Trump said he would send "border czar" Tom Homan to Minnesota to manage ICE operations after the fatal shooting of a protester. Investors have weighed concerns that the political fallout from the death of Alex Pretti could derail efforts to avert a federal shutdown, a prospect that helped stoke appetite for haven assets. <Yahoo Finance>
  • The Fed's policy decision looms at the end of its two-day meeting on Wednesday, where the central bank is widely expected to hold interest rates steady.

RISK is always a factor remaining and … will boil-up under the surface until or as slight shocks rock the C&GT sector and markets!

  • As I had also written, cash is king for investors who want to keep some liquidity and avoid having to sell in a down market,

 

January – 5th week:

  • 1/26 - Monday closed positive with 19 incliners, 18 decliners and 3 flats

January – 4th week:

  • 1/23 – Friday closed negative with 6 incliners, 33 decliners and 1 flat
  • 1/22 – Thursday closed positive with 33 incliners, 6 decliners and 1 flat
  • 1/21 – Wednesday closed positive with 33 incliners, 6 decliners and 1 flat
  • 1/20 - Tuesday closed negative with 16 incliners, 22 decliners and 2 flats
  • 1/19 – Monday was a market holiday, MLK Jr day

 

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!

 

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

The top three (3) performing in the session:    Winners

  • Monday: Vertex (VRTX), IQIA Holdings (IQV) and Alnylam Pharmaceuticals (ALNY)
  • Friday: uniQure NV (QURE), Ultragenyx Pharmaceuticals (RARE) and Vertex (VRTX)

The worst three (3) in the session: Losers

  • Monday: CRISPR Therapeutics (CRSP), Moderna (MRNA) and Intellia therapeutics (NTLA)
  • Friday: Alnylam Pharmaceuticals (ALNY), CRISPR Therapeutics (CRSP) and Moderna (MRNA)

 

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.