April 1, 2026 7:31am

I harbor lingering uncertainty about this market’s positioning related to ending the war, headline risks and role of econ release pain and their derived volatility

Tuesday wrapped both a losing month and quarter for all 3 major indexes.

Pre-open signals: 3 Positive, 3 Sell into Strength and 1 Negative

Earnings: Brainstorm Cell Therapeutics (BCLI) for FY25

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

Say/write less, mean more …

Tuesday’s RMi Closing Bell: A sector reset, savor the month’s end … https://www.regmedinvestors.com/articles/14367

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.

Wednesday: The pre-open Dow futures are UP +0.74% or (+346 points), the S&P futures are UP +0.76% or (+50 points) and the Nasdaq futures are UP +0.98% or (+237 pints)

  • U.S. stock futures rose Wednesday, 4/1
  • European equities and bourses rebounded,
  • Asia Pacific markets surged

Economic Data: It’s still all about oil pricing and

  • MBA mortgage applications, week ended Mar. 27 (-10.5% previously);
  • ADP employment change, March (+40,000 expected, +63,000 previously).
  • Retail sales advance, month-on-month, February (+0.4% expected, -0.2% previously);
  • Retail sales ex auto and gas, February (+0.3% expected, +0.3% previously);
  • S&P Global manufacturing PMI, March final reading (52.4 previously);
  • ISM manufacturing, March (52.3 expected, 52.4 previously); ISM prices paid, March (70.5 previously); ISM new orders, March (55.8 previously); ISM employment, March (48.8 previously);
  • Business inventories, January (+0.1% previously)

 

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

  • Tuesday: The Dow closed UP +1,125.37 points or +2.49%, the S&P closed UP +184.80 points or +2.91% while the Nasdaq closed UP +795.988 points or +3.83%
  • Monday: The Dow closed UP +49.50 points or +0.11%, the S&P closed DOWN -25.13 points or -0.39% while the Nasdaq closed DOWN -153.716 points or -0.73%
  • Friday: The Dow closed DOWN -793.47 points or -1.73%, the S&P closed DOWN -108.31 points or -1.67% while the Nasdaq closed DOWN -459.724 points or -2.15%
  • Last week: the S&P sank -2%, the Dow fell -3% and the Nasdaq dived -1.59%
  • The previous week: the S&P 500 lost -1.5%, the Dow and Nasdaq fell around -2%
  • February: the Dow inclined +0.2%, the Nasdaq dived -3.3% and S&P 500 declined -1%.

 

Q2/26 – 4/1 - Wednesday

  • Q1 – March – 9 positive and 13 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.

  • In the relation to today’s sector moves; I’m holding 1 king in a poker game, waiting for the next cards …
  • In poker, the value of a single king can vary depending on the context and the specific rules of the game. However, in the context of poker hand rankings, a single king is not considered a strong hand.

 

Alnylam Pharmaceuticals (ALNY) closed up +$14.80 after Monday’s -$1.27 after Friday’s -$10.80 with a positive +$5.13 or +1.55% pre-open – SELL into Strength

IQVIA Holdings (IQV) closed up +$4.38 after Monday’s +$2.31 after Friday’s -$5.52 with a positive +$0.02 or +0.01% pre-open - SELL into Strength

Capricor Therapeutics (CAPR) closed up +$2.63 after Monday’s -$1.13 with no indication pre-open - SELL into Strength

Vertex (VRTX) closed up +$3.38 after Monday’s +$10.09 after Friday’s -$20.67 with a positive +$1.21 or -0.27% pre-open

Moderna (MRNA) closed up +$2.57 after Monday’s -$1.33 after Friday’s -$4.01 with a positive +$0.43 or +0.27% pre-open

BioNTech (BNTX) closed up +$3.63 after Monday’s -$0.43 after Friday’s -$1.78 with a positive +$0.51 or +0.57% pre-open

Ionis Pharmaceuticals (IONS) closed up +$2.57 after Monday’s +$0.37 after Friday’s -$2.09 with a negative -$0.45 or -0.60% pre-open

 

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

My thoughts …I’d be SELLING some of Tuesday’s high flyers, so enjoy the high while it lasts!

From last night’s post re swings in market and C&GT sector, “still not satisfied, need specifics of war’s continuing mission … slow-down, bombing extension, withdrawal or if boots land on the ground, a new end game?

  • The BIG also … Iran wants security guarantees to settle?

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 – 5th week

  • 3/31 – Tuesday closed positive with 36 incliners, 2 decliners and 2 flats
  • 3/30 - Monday closed negative with 12 incliners, 26 decliners and 2 flats

March – 4th week:

  • 3/27 – Friday closed negative with 1 incliner, 36 decliners and 3 flats
  • 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.