March 27, 2026 7:48am

Of uncertainty, war and commodity pricing - the cell and gene therapy sector (C&GT)

End it, the week that is … too many fears weights the stock market

News: Rocket Pharmaceuticals (RCKT +$0.61 or +13.01% to $5.30) the FDA has granted accelerated approval for KRESLADI™ (marnetegragene autotemcel), an autologous hematopoietic stem cell-based gene therapy indicated for the treatment of pediatric patients with severe leukocyte adhesion deficiency-I (LAD-I) due to biallelic variants in ITGB2 without an available human leukocyte antigen-matched sibling donor for allogeneic hematopoietic stem cell transplant. LAD-I is an ultra-rare genetic pediatric disease caused by mutations in the ITGB2 gene encoding for CD18, a key protein that is expressed along CD11 integrins to facilitate leukocyte adhesion to the blood vessel wall and migration to tissues to confine and clear infections and orchestrate wound repair.

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

 

Say/write less, mean more …

Thursday’s RMi Closing Bell: Blinks with more sinks … https://www.regmedinvestors.com/articles/14362

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

 

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

Friday: The pre-open Dow futures are DOWN -0.42% or (-196 points), the S&P futures are DOWN -0.43% or (-28 points) and the Nasdaq futures are DOWN -0.68% or (-161 points)

  • U.S. stock futures were lower and falling, while crude prices rose on Friday, 3/27
  • European equities and bourses fell,
  • Asia Pacific markets traded mixed

Economic Data: It’s still all about oil pricing

10:00 am             Consumer sentiment (final) - March                        

10:30 am             Philadelphia Fed President Anna Paulson speech                                                              

11:00 am             Richmond Fed President Tom Barkin speech       

 

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

  • Thursday: The Dow closed DOWN -469.38 points or -1.01%, the S&P closed DOWN -114.74 points or -1.74% while the Nasdaq closed DOWN -521.744 points or -2.38%
  • Wednesday: The Dow closed UP +305.43 points or +0.66%, the S&P closed UP +35.53 points or +0.54% while the Nasdaq closed UP +167.931 points or +0.77%
  • Tuesday: The Dow closed DOWN -84.41 points or -0.18%, the S&P closed DOWN -24.63 points or -0.37% while the Nasdaq closed DOWN -184.865 points or -0.84%
  • Monday: The Dow closed UP +631.12 points or +1.38%, the S&P closed UP +74.52 points or +1.15% while the Nasdaq closed UP +299.149 points or +1.38%
  • last Friday: The Dow closed DOWN -443.96 points or -0.96%, the S&P closed DOWN -100.01 points or -1.51% while the Nasdaq closed DOWN -443.08 points or -2.01%
  • Last week: the S&P 500 lost 1.5%, the Dow and Nasdaq fell around 2%
  • The previous week: The S&P 500 was down -1.6%, the Dow -2% and the Nasdaq was down -1.3%.
  • February: the Dow inclined +0.2%, the Nasdaq dived -3.3% and S&P 500 declined -1%.

 

Q1/26 – Q1 – March – 8 positive and 11 negative closes

  • February – 1 market holiday, 11 positive and 8 negative closes
  • January – 2 holiday, 2 neutral, 9 negative and 9 positive 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.

  • Watch and listen

 

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

My thoughts, maintained … HOLD and OPEN the wallet – to BUY - selectively!

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.

 

March – 4th week:

  • 3/26 – Thursday closed negative with 15 incliner, 22 decliners and 3 flats
  • 3/25 – Wednesday closed positive with 30 incliners, 5 decliners and 5 flats
  • 3/24 – Tuesday closed negative with 11 incliner, 26 decliners and 3 flats
  • 3/23 - Monday closed positive with 26 incliners, 12 decliners and 2 flats

 

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.