April 27, 2026 7:38am

Is it never stands still; also, beware a later and full week of econs, who take their toll

Stock futures fell as stalled Iran peace talks, an escalation in the Strait of Hormuz pushing oil prices higher, keeping geopolitical tensions front and center heading into an econ laden week

Earnings this week: AxoGen (AXGN) – Tuesday, 4/28 and Alnylam Pharmaceuticals (ALNY) -Thursday, 4/30

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


News: Intellia Therapeutics (NTLA -$0.10) positive topline results from the global Phase 3 HAELO clinical trial of lonvo-z (formerly known as NTLA-2002) in hereditary angioedema (HAE). HAE is a rare genetic condition in which patients experience recurrent and potentially life-threatening swelling (angioedema) attacks in various parts of their body, including the face, upper airway, abdomen and extremities due to an overproduction of bradykinin. Designed as a 1-time treatment that is administered in an outpatient setting, lonvo-z is an in vivo CRISPR gene editing candidate that is intended to inactivate the kallikrein B1 (KLKB1) gene to permanently lower kallikrein and bradykinin levels.


  • NTLA separately announced today that it has initiated a rolling BLA submission to the FDA to seek regulatory approval and is preparing for a potential U.S. launch of lonvo-z in the first half of 2027.

Say/write less, mean more …

RMi Closing Bell: The Friday trade’s … https://www.regmedinvestors.com/articles/14395

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.

 

Monday: The pre-open Dow futures are DOWN -0.11% or (-54 points), the S&P futures are UP +0.00% ( +1.5 points) and the Nasdaq futures are UP +0.20% or (+56 points)

  • U.S. stock futures inch mixed, Monday, 4/27
  • European equities and bourses edged higher
  • Asia Pacific markets were mixed

Economic Data: It’s still all about oil pricing

  • None
  • Attention will be focused on the Fed’s policy decision on Wednesday, which could mark Fed chair Powell’s final meeting as chair before Kevin Warsh is expected to take over in May. The Department of Justice decided to drop its criminal probe into Powell on Friday, causing Sen. Thom Tillis to end his block of Warsh’s confirmation.

 

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

  • Friday: The Dow closed DOWN -79.61 points or -0.16%, the S&P closed UP +56.68 points or +0.80% while the Nasdaq closed UP +398.094 points or +1.63%
  • Thursday: The Dow closed DOWN -179.71 points or -0.36%, the S&P closed DOWN -29.50 points or -0.41% while the Nasdaq closed DOWN -219.063 points or -0.89%
  • Wednesday: The Dow closed UP +340.65 points or +0.69%, the S&P closed UP +73.89 points or +1.05% while the Nasdaq closed UP +397.603 points or +1.64%
  • Tuesday: The Dow closed DOWN -293.18 points or -0.59%, the S&P closed DOWN -45.13 points or -0.63% while the Nasdaq closed DOWN -144.429 points or -0.59%
  • Last Monday: The Dow closed DOWN -4.87 points or -0.01%, the S&P closed DOWN -16.91 points or -0.24% while the Nasdaq closed DOWN -64.087 points or -0.26%
  • Last week: The S&P 500 ended +0.5%, the Dow recorded a -0.4% decline and the Nasdaq rose +1.5%.
  • The previous week: The S&P gained +3.6%, the Dow +3% and the Nasdaq ascended +4.7
  • April so far: The S&P 500 is up more than 9%, while the Nasdaq has surged over 15% and the Dow has gained more than 6%.

 

Q2/26 – 1 neutral, 7 negative, 8 positive closes and 1 holiday

  • Q1 – March – 9 positive and 13 negative closes
  • February – 1 market holiday, 11 positive and 8 negative close
  • 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.

…Dangerous times re share pricing

 

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

Reiterating again, investors can a tank through the gaps in sentiment; the S&P 500 is at an all-time high, while consumer sentiment is at an all-time low.

Tensions escalated near the Strait of Hormuz after Iran’s Islamic Revolutionary Guard Corps boarded 2 container ships near the vital shipping lane, a key artery for global crude flows. West Texas Intermediate futures rose about 2% to above $96 a barrel. 

 

Q1/26 Earnings Release Dates:

  • AxoGen (AXGN) – Tuesday, 4/28
  • Alnylam Pharmaceuticals (ALNY) -Thursday, 4/30
  • IQVIA Holdings (IQV) and Supernus Therapeutics (SUPN) – Tuesday, 5/5
  • Vericel (VCEL) – Thursday, 5/7

 

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.


April 4th Week:

  • 4/24 – Friday closed negative with 11 incliners, 27 decliners and 2 flats
  • 4/23 - Thursday closed negative with 7 incliners, 30 decliners and 3 flats
  • 4/22 – Wednesday closed positive with 30 incliners, 9 decliners and 1 flat
  • 4/21 – Tuesday closed negative with 5 incliners, 33 decliners and 2 flats
  • 4/20 - Monday closed negative with 16 incliners, 21 decliners and 3 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.