April 15, 2026 5:20pm

Another I wrote/told you so

Reiterating, C&GT equities are STILL under a microscope re their fair value until it’s clear that there is an end of the Iranian conflict

 “Uncle algo and his electronic trading dwarfs” are hungry, chewing and spitting

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!

Wednesday’s RMi Pre-opening: More econs … https://www.regmedinvestors.com/articles/14383   

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!

 

Wednesday: The Dow closed DOWN -72.27 points or -0.17%, the S&P closed UP +55.57 points or +0.80% while the Nasdaq closed UP +378.9347 points or +1.60%

  • Theme of the session: hopeful about a possible end to the Iran war

Wednesday (my) 40-company covered sector’s advance/decline line opened positive with 23 incliners, 14 decliners and 3 flats, ending with a positive close of 26 incliner, 12 decliners and 2 flats

  • Partial recovered from its Iran war

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 U.S. economy grew at a “slight to modest pace” over the past six weeks while consumers battled higher prices, resulting in more people reaching out for assistance, the Federal Reserve reported Wednesday. In the Fed’s periodic “Beige Book” accounting of activity, the 12 Fed districts reported that the Iran war as “a major source of uncertainty” for businesses. Price growth was reported as “moderate” even with a sharp rise in energy and fuel costs.
  • Oil reversed early losses to trade higher. The West Texas Intermediate rose 0.47% at $91.72 per barrel as of 12:49 a.m. ET. Brent crude gained 1.03% to $95.77 per barrel.

The CBOE Fear (VIX) index, Wednesday closed at 18.17, after Tuesday’s 18.47, Monday’s 19.33, Friday’s 19.30, Thursday’s 19.57 and Wednesday’s 21.03

Metrics: Tuesday …

  • The RUT was up +8 points or +0.30%,
  • The XLV was down -1.06 points or -0.71%,
  • The NBI was up +10.67 points or -0.18%;
  • The XBI was up +0.73 points or +0.54%
  • The IWM was up +0.67 or +0.25%;
  • The IBB was up +0.14 points or +0.08%,
  • The VIX was down -0.19 points or -1.03% at to 18.17
  • The SPX +55.57 or +0.80% to 7022.95

 

Q2/26 – 1 holiday, 1 neutral, 2 negative and 6 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

 

Wednesday Closing UP (10 of 26) 

  • Arrowhead Pharmaceuticals (ARWR +$4.26 after Tuesday’s +$2.90),
  • IQVA Holdings (IQV +$2.82 after Tuesday’s +$3.23 after Monday’s +$4.63),
  • Moderna (MRNA +$1.42 after Tuesday’s +$2.16 after Monday’s -$0.28)
  • Mesoblast (MESO +$1.14 after Tuesday’s -$0.09 after Monday’s -$0.30),
  • BioNTech (BNTX +$1.06 after Tuesday’s +$1.71 after Monday’s +$1.51),
  • BioLife Solutions (BLFS+$0.92),
  • Ultragenyx Pharmaceuticals RARE +$0.61 after Tuesday’s +$0.94),
  • Compass Therapeutics (CMPX +$0.41),
  • Beam Therapeutics (BEAM +$0.38),
  • Capricor Therapeutics (CAPR +$0.32),

Flat (2)

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

Wednesday’s Closing DOWN (12 of 12): 

  • Alnylam Pharmaceuticals (ALNY -$6.02 after Tuesday’s +$6.41 after Monday’s +$10.89),
  • Vertex (VRTX -$2.58 after Tuesday’s +$4.23 after Monday’s +$3.61),
  • Sarepta Therapeutics (SRPT -$0.42),
  • Lenz Therapeutics (LENZ -$0.32),
  • Supernus Therapeutics (SUPN -$0.17),
  • CRISPR Therapeutics (CRSP -$0.10 after Tuesday’s +$2.03 after Monday’s +$3.78),
  • Cellectis SA (CLLS -$0.07 after Tuesday’s -$0.12),
  • Precigen (PGEN -$0.06 after Tuesday’s -$0.21),
  • Brainstorm Cell Therapeutics (BCLI -$0.0590)
  • Fate Therapeutics (FATE -$0.05),
  • MiMedx (MDXG -$0.04),
  • Entrada Therapeutics (TRDA -$0.04),

 

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

U.S. stocks have hit a record following their big rally over the last 2 weeks.

Hopes remain high as mediators moved closer to extending the U.S.-Iran ceasefire and restarting negotiations.

For the week:

  • The S&P 500 is up 206.06 points, or 3%.
  • The Dow is up 547.15 points, or 1.1%.
  • The Nasdaq is up 1,113.12points, or 4.9%.
  • The Russell 2000 is up 83.08 points, or 3.2%.

 

April 3rd Week:

  • 4/15 – Wednesday closed positive with 26 incliners, 12 decliners and 2 flats
  • 4/14 - Tuesday closed positive with 32 incliners, 6 decliners and 2 flats
  • 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

 

Q1/26 Earnings Release Dates:

  • AxoGen (AXGN) – Tuesday, 4/28

 

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

  • Wednesday: IQIA Holdings (IQV), Arrowhead Pharmaceuticals (ARWR) and Moderna (MRNA)
  • Tuesday: Alnylam Pharmaceuticals (ALNY), IQIA Holdings (IQV) and Vertex (VRTX)
  • Monday: Alnylam Pharmaceuticals (ALNY), IQIA Holdings (IQV) and Vertex (VRTX)

The worst three (3) in the session: Losers

  • Wednesday: Alnylam Pharmaceuticals (ALNY), Vertex (VRTX) and Sarepta Therapeutics (SRPT)
  • Tuesday: uniQure NV (QURE), Precigen (PGEN) and Solid Biosciences (SLDB)
  • Monday: Arrowhead Pharmaceuticals (ARWR), Supernus Therapeutics (SUPN) 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.