May 6, 2026 4:51pm

Take me to the where prevailing winds blow

The U.S. and Iran are close to a resolution to the conflict; the agreement would include a moratorium on nuclear enrichment.

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.  I am more frequently right than consequentially wrong; thus, mostly EARLY in my prognostications!

RMi Pre-opening: Stocks rolling … https://www.regmedinvestors.com/articles/14403  

 

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 UP +612,34 points or +1.24%, the S&P closed UP +105.90 points or +1.46% while the Nasdaq closed UP +512.817 points or +2.03%

Theme of the session: oil retreats as a semblance of a "war" deal progresses

Wednesday (my) 40-company covered sector’s advance/decline line opened positive with 26 incliner, 10 decliners and 4 flats, ending with a positive close of 30 incliners, 7 decliners and 3 flats

  • Sector earnings have begun, with cash positions <so far>to 2028

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

  • Oil prices plunged as traders pared exposure on hopes the war would end soon. West Texas Intermediate futures dropped 6%, trading above $95 per barrel. International Brent lost 7% to trade above $101.

The CBOE Fear (VIX) index, stocks Wednesday closed at 17.44, after Tuesday closed at 17.38,

Metrics: Wednesday …

  • The RUT was up+41.77 points or +1.47%,
  • The XLV was up +0.08 points or +0.06%,
  • The NBI was up +126.22 points or +2.14%;
  • The XBI was up +0.3.89 points or +2.91%.
  • The IWM was up +4.12 or +1.49%;
  • The IBB was up +3.53 points or +2.07%,
  • The VIX was up +0.06 points or +0.35% at to 17.44
  • The SPX was up +105.90 or +1.46% to 7,365.12

 

Q2/26 – May – 2 positive and 1 negative close

April- holiday, 1 neutral, 10 negative and 9 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 10)

  • Arrowhead Pharmaceuticals (ARWR +$4.21),
  • BEAM Therapeutics (BEAM +$3.42),
  • Vertex (VRTX +$3.29),
  • CRISPR Therapeutics (CRSP +$2.70),
  • Supernus Therapeutics (SUPN +$2.26),
  • Alnylam Pharmaceuticals (ALNY +$1.89).
  • uniQure NV (QURE+$1.66),
  • Ionis Pharmaceuticals (IONS +$1.69),
  • Capricor Therapeutics (CAPR +$1.42).
  • Dyne Therapeutics (DYN +$1.37),

Flat (3

  • Generation Bio (GBIO) – acquired
  • IQVA Holdings (IQV)
  • Sangamo Therapeutics (SGMO)

Wednesday’s Closing DOWN (7 of 7): -$ after Tuesday’s

  • Agenus (AGEN -$0.28),
  • AxoGen (AXGN -$0.26),
  • BioNTech (BNTX -$0.24),
  • Compass Therapeutics (CMPX -$0.101)
  • Fate Therapeutics (FARE -$0.07),
  • Vericel (VCEL -$0.03),
  • Brainstorm Cell Therapeutics (OTCQB: BCLI -$0.0187)

 

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

Oil prices sank, and stock markets burst higher worldwide with hopes that a deal is nearing to allow tankers to deliver crude from the Persian Gulf again. <AP>

For the week:

  • The S&P 500 is up 135 points, or 1.9%.
  • The Dow is up 411.32 points, or 0.8%.
  • The Nasdaq is up 724.50 points, or 2.9%.
  • The Russell 2000 is up 73.95 points, or 2.6%.

 

Kept our healthcare system on its toes this last 3 days, nothing that bad, just had to stay In bed = great nurses; left with a cleaner bill of health!!

  • GREAT NURSES and attendants

May:

  • May 3 -Wednesday closed positive with 30 incliners, 7 decliners and 3 flats
  • May 2- Tuesday, closed negative with 17 incliners, 20 decliners and 3 flats
  • May 1 -   Monday closed positive with 33 incliners, 5 decliners and 2 flats

April 5th Week:

  • Not recorded
  • 4/30 – Thursday closed positive with 31 incliners, 6 decliners and 3 flats
  • 4/29 - Wednesday closed negative with 5 incliners, 33 decliners and 2 flats
  • 4/28 – Tuesday closed negative with 17 incliners, 20 decliners and 3 flats
  • 4/27 - Monday closed negative with 13 incliners, 24 decliners and 3 flats

 

Q1/26 Earnings Release Dates:

  • Moderna (MRNA) - Friday, 5/1
  • IQVIA Holdings (IQV), uniQure NV (QURE), Ultragenyx Pharmaceuticals (RARE) and Supernus Therapeutics (SUPN) – Tuesday, 5/5
  • Sarepta Therapeutics (SRPT) – Wednesday, 5/6
  • Vericel (VCEL) – Thursday, 5/7

 

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: Arrowhead Pharmaceuticals (ARWR), Supernus Therapeutics (SUPN) and Vertex (VRTX)
  • Tuesday: IQVA Holdings (IQV), Alnylam Pharmaceuticals (ALNY) and AxoGen (AXGN)

The worst three (3) in the session: Losers’

  • Wednesday: AxoGen (AXGN), BioNTech (BNTX) and Vericel (VCEL)
  • Tuesday: Capricor Therapeutics (CAPR), Solid Biosciences (SLDB) and Wave Life Sciences (WVE)

 

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.