February 9, 2026 4:46pm

Sector’s share pricing’ momentum flipped positive mid-day

News: XOMA Royalty Corporation (XOMA) completed its previously announced tender offer to acquire all outstanding shares of Generation Bio (GBIO) stock for a price per share of $4.2913 in cash plus 1 non-tradeable contingent value right and successfully completed its acquisition of GBIO.

Pre-open Predictive Indications: 5 Hits

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!

 

I write this blog/newsletter to inform investors with facts and supporting numbers focused on what they need to hear that others will not say or write about – facts in evidence!  I’m NOT at all writing a doom-and-gloom predictions as I am more frequently right than consequentially wrong; I am mostly EARLY in my prognostications!

Monday’s RMi Pre-opening: Tale of a shaky market and C&GT sector … https://www.regmedinvestors.com/articles/14303  

 

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

 

Monday: The Dow closed UP +20.20 points or +0.04%, the S&P closed UP +32.51 points or +0.47% while the Nasdaq closed UP +207.457 points or +0.90%

  • Theme of the session: extending sector gains

Monday’s (my) 40-company covered sector’s advance/decline line opened negative with 8 incliners, 29 decliners and 3 flats, ending with a positive close of 23 incliners, 14 decliners and 3 flats

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

  • NY Fed’s monthly Survey of Consumer Expectations for January showed the outlook at the 1-year horizon dipping to 3.1%, down 0.3% point from December and the lowest level since last summer. Expectations at the 3- and 5-year time spans were unchanged at 3%.
  • Sentiment also improved on the labor market, with the mean perceived probability of losing one’s job in the next 12 months declining to 14.8%, a 0.4%-point decrease. The expected quit rate, a reading on worker mobility, increased to 18.7%, up 1.2% points.
  • Investors are also waiting for the delayed January jobs report from the Bureau of Labor Statistics, which is due out Wednesday. The release was initially scheduled for last Friday but was postponed due to the partial government shutdown.
  • It also comes after ADP reported last week that private payrolls increased by a mere 22,000 in January, well below expectations. Economists anticipate the closely watched jobs report will show a gain of 55,000 in January.
  • The January consumer price index reading — which was also delayed by the shutdown — is due out Friday, with the consensus looking for a 2.5% annual rate. <CNBC>

The CBOE Fear (VIX) index, Monday closed at 17.44, after Friday’s 17.75, Thursday’s 21.63, Wednesday’s 19.25, Tuesday’s 17.91 and last Monday’s 16.53

Metrics: Friday …

  • The RUT was up +18.71points or +0.70%,
  • The XLV was down -1.39 points or -0.88%,
  • The NBI was down -10.26 points or -0.17%;
  • The XBI was up +0.60 points or +0.48%
  • The IWM was up +1.83 or 0.60%;
  • The IBB was down -0.61 points or -0.35%,
  • The VIX was down -0.32 points or -1.80% at to 17.44

 

Q1/26 February – 3 negative and 3 positive sessions

  • January – 2 holidays, 2 neutral, 9 negative and 9 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 23) 

  • IQIA Holdings (IQV +$5.27 after Friday’s +$6.53),
  • BioNTech (BNTX +$3.72),
  • CRISPR Therapeutics (CRSP +$0.96 after Friday’s +$2.86),
  • Moderna (MRNA +$0.94),
  • Mesoblast (MESO +$0.83 after Friday’s -$0.13),
  • Beam Therapeutics (BEAM +$0.76 after Friday’s +$1.79),
  • Capricor Therapeutics (CAPR +$0.47 after Friday’s +$1.69),
  • uniQure NV (QURE +$0.40 after Friday’s +$1.13),
  • Solid Biosciences (SLDB +$0.34),
  • BioLife Solutions (BLFS +$0.27),

Flat (3)

  • Generation Bio (GBIO)
  • Harvard Apparatus RT (OTCQB: HRGN)
  • Sangamo Therapeutics (SGMO)

Monday’s Closing DOWN (10 of 14): 

  • Alnylam Pharmaceuticals (ALNY -$8.16 after Friday’s -$3.08),
  • Vertex (VRTX -$7.05 after Friday’s +$19.11),
  • Arrowhead Pharmaceuticals (ARWR -$1.88 after Friday’s -$0.12
  • Ionis Pharmaceuticals (IONS -$1.71 after Friday’s +$3.02),
  • AxoGen (AXGN -$1.00),
  • Ultragenyx Pharmaceuticals (RARE -$0.82),
  • Vericel (VCEL -$0.75),
  • Supernus Therapeutics (SUPN -$0.35 after Friday’s +$2.28),
  • Lenz Therapeutics (LENZ -$0.21),
  • Sarepta Therapeutics (SRPT -$0.19 after Friday’s +$1.47),

 

The Bottom Line: More of the … WHY

For the title, “Turn! Turn! Turn!", also known as or subtitled "To Everything There Is a Season", is a song written by Pete Seeger in 1959

  • Turn, turn, turn
  • To everything there is a season, and a time to every purpose under the heaven:
  • A time to be born, and a time to die; a time to plant, and a time to pluck up that which is planted;

Another high for the Dow notch a new closing record with the Nasdaq and the S&P 500 also up.

  • Risk is on the rise in a big way again on Monday from the above #’a and he Russell 2000 being up 0.9%.

 

Think of it ... “Rotation goes both ways; thus, if money begins to flow back into Technology for more than just a day or two, it’s easy to see how that could push the S&P 500 above 7,000 and allow the rally to extend beyond the marginal breakout attempts we’ve seen so far.” < Frank Cappelleri, founder of technical analysis firm CappThesis>

 

Earnings release dates:

•              2/12 – Alnylam Pharmaceuticals (ALNY), Vertex (VRTX) and Ultragenyx Pharmaceuticals (RARE)

•              2/13 – Moderna (MRNA)

 

RISK is always a factor remaining below the surface …  boiled-up as slight shocks of profiteering on upsides shook but not rocked 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,

 

February – 2nd week

  • 2/9 -Monday closed positive with 23 incliners, 14 decliners and 3 flats

February – 1st week

  • 2/6 – Friday closed positive with 35 incliners, 5 decliners and 0 flat
  • 2/5 -Thursday closed negative with 2 incliners, 36 decliners and 2 flats
  • 2/4 -Wednesday closed negative with 10 incliners, 29 decliners and 1 flat               
  • 2/3 -Tuesday closed negative with 18 incliners, 21 decliners and 1 flat      
  • 2/2 -Monday closed positive with 29 incliners, 10 decliners 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!

 

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: IQIA Holdings (IQV), BioNTech (BNTX) and Mesoblast (MESO)
  • Friday: Vertex (VRTX), IQIA Holdings (IQV) and Ionis Pharmaceuticals (IONS)

The worst three (3) in the session: Losers

  • Monday: BioNTech (BNTX), Alnylam Pharmaceuticals (ALNY) and Arrowhead Pharmaceuticals (ARWR)
  • Friday: Alnylam Pharmaceuticals (ALNY), Moderna (MRNA) and Generation Bio (GBIO)

 

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.