April 13, 2026 4:46pm

As the cell and gene therapy sector shows some courage under soon to be fire upon?

The blockade of Iran is a gamble; will it work without killing markets and share pricing?

C&GT equities are under a review during these times re their fair value of stocks until it’s clear that there is an end of the Iranian conflict

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: Waiting … https://www.regmedinvestors.com/articles/14380

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!

 

Monday: The Dow closed UP +301.68 points or +0.63%, the S&P closed UP +69.35 points or +1.02% while the Nasdaq closed UP +280.842 points or +1.23%

  • Theme of the session: hope that a deal would eventually be struck between the U.S. and Iran

Monday (my) 40-company covered sector’s advance/decline line opened positive with 29 incliners, 8 decliners and 3 flats, ending with a positive close of 33 incliner, 5 decliners and 2 flats

  • Waiting for the 1st strike of Military operation

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

  • The National Association of Realtors reported seasonally adjusted annual sales rate of 3.98 M marked a 3.6% monthly decline and missed the consensus estimate for 4.05 M. It was also the lowest total since June 2025. Mortgage rates climbed sharply in March, hitting a peak of 6.64% for a 30-year loan near the end of the month. The rate has since fallen by a ¼ percentage point during the U.S.-Iran ceasefire.

The CBOE Fear (VIX) index, Monday closed at 19.12, after Friday’s 19.30, Thursday’s 19.57, Wednesday’s 21.03, Tuesday’s 25.92, and last Monday’s 24.16

Metrics: Monday …

  • The RUT was up +39.90 points or +1.52%,
  • The XLV was up +0.66 points or +0.45%,
  • The NBI was up +99.70 points or +1.70%;
  • The XBI was up +2.61 points or +2.02%
  • The IWM was up +3.77 or +1.44%;
  • The IBB was up +2.82 points or +1.66%,
  • The VIX was down -0.11points or -0.57% at to 19.12

 

Q2/26 – 1 holiday, 1 neutral, 2 negative and 4 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

 

Monday Closing UP (10 of 33) 

  • Alnylam Pharmaceuticals (ALNY +$10.89 after Friday’s +$0.83),
  • IQVA Holdings (IQV +$4.63 after Friday’s -$1.66),
  • CRISPR Therapeutics (CRSP +$3.78),
  • Vertex (VRTX +$3.61 after Friday’s -$10.47),
  • Capricor therapeutics (CAPR +$3.34),
  • Beam Therapeutics (BEAM +$2.75 after Friday’s +$1.10),
  • uniQure NV (QURE +$2,54 after Friday’s -$0.92),
  • BioNTech (BNTX +$1.51 after Friday’s +$3.52),
  • AxoGen (AXGN +$1.20 after Friday’s -$1.06),
  • Intellia Therapeutics (NTLA +$0.77),

Flat (2)

  • Generation Bio (GBIO) – acquired
  • Harvard Apparatus TR (OTCQB: HRGN),

Monday’s Closing DOWN (5 of 5): 

  • Supernus Therapeutics (SUPN -$1.35 after Friday’s -$0.82),
  • Mesoblast (MESO -$0.30 after Friday’s +$0.45),
  • Moderna (MRNA -$0.28)
  • Ionis Pharmaceuticals (IONS -$0.22 after Friday’s -$1.26),

 

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

The bad, upcoming possibly ugly and some good news …

Indexes and sector (C&GT) stocks trimmed losses on Monday on growing hopes of an Iranian peace deal

  • Oil prices trimmed gains to hover below $100 a barrel on the threat to global energy flows, with the global benchmark Brent crude (BZ=F) rising 2%. West Texas Intermediate futures for May delivery (CL=F) rose about 2% to hover near $99.

Many say the bottom is in … I’m NOT so sure …

  • 1st, stocks rose 5% in late March even as oil prices moved higher, breaking the inverse correlation that had held since the war began.
  • 2nd, Lee said the ceasefire announced earlier this month marked the start of de-escalation, with oil falling 20% while the S&P rose.
  • 3rd, on April 9th the VIX closed below 20 for the first time since the war began, after previously peaking above 35. <Yahoo Finance>

 I like to wait until I can see it not smell but breath it!

  • Strategist Ed Yardeni, who has noted "the S&P 500's pullback bottomed" on March 30, wrote on Monday that the financial markets "may be learning to live with the war in the Middle East, as they have with the war between Ukraine and Russia."

 

Some great news:

Revolution Medicines (RVMD) surged as its pancreatic cancer drug had passed a key late-stage trial, opening up potential new treatment for the deadly disease and sending shares soaring. The daily pill called daraxonrasib met all requirements in a P3 trial. People who took the medication lived for 13.2 months, more than double those on chemotherapy.

  • Shares of Revolution popped +$39.87 or +41.35% to $136.30 <CNBC>

Some good and getting better:

  • The S&P index was up nearly 0.5% on the day, putting it just up 0.05% for the year. At the closing lows of the U.S.-Iran war, the S&P was off more than -7% for 2026. The Nasdaq is down -0.3% while the Dow remains negative for 2026 -0.8%

Some bad:

  • Uncle algo and his electronic trading dwarfs are eyeing to positive influence over the last weeks as this Iranian conflict is NOT over!

 

April 3rd Week:

  • 4/13 - Monday closed positive with 33 incliners, 5 decliners and 2 flats

April – 2nd Week

  • 4/10 - Friday closed negative with 7 incliners, 30 decliners and 3 flats
  • 4/9 - Thursday closed positive with 24 incliners, 13 decliners and 3 flats
  • 4/8 – Wednesday closed positive with 27 incliners, 8 decliners and 5 flats
  • 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

 

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

  • Monday: Alnylam Pharmaceuticals (ALNY), IQIA Holdings (IQV) and Vertex (VRTX)
  • Friday: BioNTech (BNTX), Alnylam Pharmaceuticals (ALNY) and Beam Therapeutics (BEAM)

The worst three (3) in the session: Losers

  • Monday: Arrowhead Pharmaceuticals (ARWR), Supernus Therapeutics (SUPN) and Ionis Pharmaceuticals (IONS)
  • Friday: Vertex (VRTX), IQIA Holdings (IQV) and Ionis Pharmaceuticals (IONS)

 

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.