April 7, 2026 4:47pm

Clock is ticking, before bombs detonation

Buying opportunities are creeping forward in the last hour of the session

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!

RMi Pre-opening: none, what was there to write (?), it was slated to be down under upcoming bombing circumstances

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

 

What happened and some of the whys with the numbers behind

… it’s NOT always about BUYs/SELLs … it’s about knowing when and what!

 

Tuesday: The Dow closed DOWN -85.42 points or -0.18%, the S&P closed UP +5.02 points or +0.08% while the Nasdaq closed UP +21.512 points or +0.10%

  • Theme of the session: Iran’s deadline builds uncertainty

Tuesday’s (my) 40-company covered sector’s advance/decline line opened negative with 2 incliners, 36 decliners and 2 flats, ending with a negative close of 15 incliner, 21 decliners and 4 flats

  • Inter-mixed military operations and financial markets presents uncertain outcomes

Henry’omics: We need to more than consider the economic/political 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 Reserve monthly survey of Consumer Expectations saw the inflation outlook for the next year rose to 3.4%, a 0.4%-point increase. At the same time, the expectations at the 3-year horizon edged up to 3.1%, a gain of 0.1% point, while the 5-year outlook was unchanged at 3%.
  • The relatively subdued outlook came despite higher expectations for commodity prices: the 1-year outlook for gas rose 5.3% points to 9.4% and 0.7% point for food to 6%. The gas reading is the highest since March 2022.
  • The Commerce Department reported; durable goods orders fell a seasonally adjusted 1.4% for the month, more than the 0.5% decline in January and below the consensus estimate for a drop of 1.1%. Excluding transportation, orders increased 0.8%, though they were off 1.2% when excluding defense. Transportation equipment orders fell 5.4%, or $6.1 billion.

The CBOE Fear (VIX) index, Tuesday closed at 25.92, after Monday’s 24.16, Friday was a market holiday, Thursday closed at 24.04, Wednesday’s 24.61 and last Tuesday’s 25.39

Metrics: Tuesday …

  • The RUT was up +4.30points or +0.17%,
  • The XLV was up +0.29 points or +0.20%,
  • The NBI was down -12.51 points or -0.21%;
  • The XBI was up +0.05 points or +0.04%
  • The IWM was up +0.56 or +0.22%;
  • The IBB was down -0.33 points or -0.20%,
  • The VIX was up +1.75 points or +7.25% at to 25.92

 

Q2/26 – 1 holiday, 1 neutral, 1 negative and 2 positive closes

  • Q1 -March – 9 positive and 13 negative closes
  • February – 1 holiday, 8 negative and 11 positive sessions
  • January – 2 holidays, 2 neutral, 9 negative and 9 positive closes

 

Tuesday Closing UP (10 of15) last Friday was a market holiday

  • Moderna (MRNA +$1.34 after Monday’s -$0.43 after Thursday’s -$0.83),
  • CRISPR Therapeutics (CRSP +$0.55 after Monday’s +$0.36),
  • Supernus Therapeutics (SUPN +$0.42),
  • Agenus (AGEN +$0.29 after Monday’s +$0.44),
  • Capricor Therapeutics (CAPR +$0.29 after Monday’s -$0.43 after Thursday’s +$1.99),
  • Sarepta Therapeutics (SRPT +$0.28 after Monday’s -$0.43 after Thursday’s +$1.10),
  • Ultragenyx Pharmaceuticals (RARE +$0.28 after Monday’s +$0.42 after Thursday’s +$1.03),
  • Beam Therapeutics (BEAM +$0.26 after Monday’s -$0.43 after Thursday’s +$0.70),
  • Intellia Therapeutics (NTLA +$0.25 after Monday’s +$0.17 after Thursday’s -$0.14),
  • Lenz Therapeutics (LENZ +$0.10),

Flat (4)

  • Generation Bio (GBIO) – acquired
  • Harvard Apparatus TR (OTCQB: HRGN)
  • Regenxbio (RGNX)
  • Solid Biosciences (SLDB)

Tuesday’s Closing DOWN (10 of 21): Last Friday was a market holiday    

  • Alnylam Pharmaceuticals (ALNY -$10.82 after Monday’s +$11.49 after Thursday’s -$9.88),
  • Vertex (VRTX -$2.44 after Monday’s -$4.41 after Thursday’s -$8.55),
  • BioNTech (BNTX -$1.66 after Monday’s +$0.10 after Thursday’s +$1.76
  • AxoGen (AXGN -$1.65 after Monday’s -$1.80 after Thursday’s +$0.86),
  • Mesoblast (MESO -$1.18),
  • Vericel (VCEL -$0.75),
  • Ionis Pharmaceuticals (IONS -$0.44 after Monday’s -$0.46 after Thursday’s -$0.34),
  • uniQure NV QURE -$0.25 after Monday’s +$0.23),
  • DYNE Therapeutics (DYN -$0.19 after Monday’s -$0.49 after Thursday’s +$0.74),
  • Compass therapeutics (CMPX -$0.18),

 

The Bottom Line: More of the … WHY and a lot of what ifs …

Markets are on alert for any breakthrough on a Middle East truce as Trump's renewed deadline for Iran closes in, set to expire Tuesday evening.

  • Tonight’s deadline worries me, that the Iranians can deal their own deaths of civilians …

The cell and gene therapy sector (CG&T) stocks mounted a late-day minimal comeback from a nasty dive at the open on Tuesday.

President Trump escalated bombing rhetoric ahead of his fast-approaching deadline for Iran to reopen the Strait of Hormuz or face destruction of its key infrastructure – let’s hope it works, I drought it.

  • US benchmark West Texas Intermediate crude futures (CL=F) dipped by 0.8% to top $111 a barrel as investors assessed the chances of a ceasefire. Meanwhile, Brent crude futures (BZ=F), the international benchmark, fell nearly 3% to $106.

 

April – 2nd week

  • 4/7 – Tuesday closed negative with 15 incliners, 21 decliners and 4 flats
  • 4/6 - Monday closed positive with 20 incliners, 18 decliners and 2 flats

April – 1st week

  • 4/2 - Thursday closed neutral with 19 incliners, 19 decliners and 2 flats
  • 4/1 – Wednesday closed positive with 29 incliners, 8 decliners and 3 flats

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, 27 decliners and 2 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 – closed end funds” (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

  • Tuesday: Moderna (MRNA), CRISPR Therapeutics (CRSP) and Supernus Therapeutics (SUPN)
  • Monday: Alnylam Pharmaceuticals (ALNY), Entrada Therapeutics (TRDA) and Agenus (AGEN)
  • Friday: markets closed

The worst three (3) in the session: Losers

  • Tuesday: Alnylam Pharmaceuticals (ALNY), Vertex (VRTX) and BioNTech (BNTX)
  • Monday: IQIA Holdings (IQV), AxoGen (AXGN) and Vertex (VRTX)
  • Friday: markets closed

 

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.