February 24, 2026 8:20am

The cautious rebound follows a mild C&GT sector sell-off with uncertainty still bounding with multiple earnings releases.… and much more shoveling

Earnings: AxoGen (AXGN), Beam Therapeutics (BEAM) and Supernus Therapeutics (SUPN)

Pre-open Signals: I’m passing, too many factors; if you understand probabilities, the inevitable is easier to maneuver

Remember that overnight action in futures don't necessarily translate into actual trading in today’s regular stock market session.

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

“I hate to be considered 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!”

Monday’s RMi Closing Bell: Snow shoeing through Ai and cell and gene therapy sector blizzard… https://www.regmedinvestors.com/articles/14324  

 

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

 

Tuesday: The pre-open Dow futures are UP +0.14% or (+67 points), the S&P futures are UP +0.01% or (+1 points) and the Nasdaq futures are UP +0.29% or (+72 points)

  • U.S. stock futures were barely higher on Tuesday, 2/24,
  • European markets rose as Trump’s tariffs take effect at lower than expected 10%,
  • Asia Pacific traded mixed

Economic Data:  S&P Case-Shiller home price index (20 cities), Wholesale inventories - Dec. and at 10:00 am Consumer confidence

  • Fed talking heads: Goolsbee, Bostic, Waller and the criminal, Lisa Cook

 

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 -821.91 points or -1.66%, the S&P closed DOWN -71.76 points or -1.04% while the Nasdaq closed DOWN -258.796 points or -1.13%
  • Friday: The Dow closed UP +230.81 points or +0.47%, the S&P closed UP +47.62 points or +0.69% while the Nasdaq closed UP +203.34 points or +0.90%
  • Thursday: The Dow closed DOWN -267.50 points or -0.54%, the S&P closed DOWN -19.42 points or -0.28% while the Nasdaq closed DOWN -70.905 points or -0.31%
  • Wednesday: The Dow closed UP +129.47 points or +0.26%, the S&P closed UP +38.09 points or +0.56% while the Nasdaq closed UP +175.251 points or +0.78%
  • Last Tuesday: The Dow closed UP +32.26 points or +0.07%, the S&P closed UP +7.05 points or +0.10% while the Nasdaq closed UP +31.713 points or +0.14%
  • Last week: The S&P 500 was up +1.1%, the Dow +0.3% and the Nasdaq was up +1.5%.
  • The previous week: The S&P 500 was down -1.4%, the Dow -1.2% and the Nasdaq was down -2.1%.
  • January: The S&P 500, Dow were up more than 1% and the Nasdaq had a 0.7% gain.

 

Q1/26 – Q1 February – 1 market holiday, 8 positive and 7 negative closes

  • January – 2 holiday, 2 neutral, 9 negative and 9 positive closes 

Q4:

  • December, 1 holiday, 8 positive and 12 negative closes
  • 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.

  • Multiple earnings coming as sector releases Q4s and FY25 …

 

The BOTTOM LINE: Welcome to my world of defining the “grey’ in our universe!

Some cell and gene therapy sector equities are hovering above the flat-line and could open in the green Tuesday as investors tried to make sense of yet another selloff tied to worries about advancements in Ai.

Q4 and FY25 Earning releases tend to trip-up share pricing …

  • The indexes plunged on Monday, with the Dow shedding more than 800 points after a viral blog post by Citrini Research described a hypothetical scenario where AI drives the unemployment rate above 10% by 2028.

Tariffs were another factor weighing on stocks. President Trump is set to address Congress with a State of the Union address tonight.

  • Just days after the Supreme Court ruled that he broke the law by using an emergency powers act to impose sweeping levies. <Barron’s>

 

Are the dice … hot, as they say it is a “crap shoot”        

  • Keep that in mind   the latest batch of buying opportunities. If you take advantage, you have to be nimble, cutting losers quickly and not letting small winners turn into losers. <IBD>

 

Investors will look for further insight into sector earnings; the Q4 and FY25 earnings reporting cycle. So far …

  • Tuesday - 2/24 – AxoGen (AXGN), Beam Therapeutics (BEAM) and Supernus Therapeutics (SUPN)
  • Wednesday – 2/25 – MiMedx (MDXG), Ionis Pharmaceuticals (IONS) and Sarepta Therapeutics (SRPT)
  • Thursday – 2/26 – Intellia Therapeutics (NTLA), Wave Life Sciences (WVE), Mesoblast (MESO), Vericel (VCEL) and BioLife Solutions (BLFS)
  • Monday – 3/2 uniQure NV (QURE)
  • Tuesday – 3/10 – BioNTech, SE (BNTX)

 

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

  • 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!
  • if I wanted to be liked, I wouldn’t have been an analyst/journalist.

 

February – 4th week

  • 2/23 - Monday closed positive with 24 incliners, 13 decliners and 3 flats

February – 3rd week

  • 2/20 - Friday closed negative with 13 incliners, 26 decliners and 1 flat
  • 2/19 – Thursday closed positive with 25 incliners, 12 decliners and 3 flats
  • 2/18 - Wednesday closed positive with 30 incliners, 8 decliners and 2 flats
  • 2/17 – Tuesday closed positive with 27 incliners, 11 decliners and 2 flats
  • 2/16 – Monday was market holiday

February – 2nd week

  • 2/13 - Friday closed positive with 24 incliners, 114 decliners and 2 flat
  • 2/12 – Thursday closed negative with 7 incliners, 33 decliners and 2 flats
  • 2/11 - Wednesday closed negative with 12 incliners, 25 decliners and 3 flats
  • 2/10 - Tuesday closed negative with 19 incliners, 20 decliners and 1 flat
  • 2/9 - Monday closed positive with 23 incliners, 14 decliners and 3 flats

February began …

  • 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!

  • 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.