April 3, 2025 8:34am

Real investors become fully engaged and Bottom Feed …it's a good time to buy some dips

Extrapolating the losses in after hours Wednesday trading, indexes will fall back into a correction during regular hours trading Thursday

News:  Intellia Therapeutics (NTLA -$0.44) the first patient has been dosed in MAGNITUDE-2, a global, pivotal Phase 3 trial of nexiguran ziclumeran (nex-z) for the treatment of hereditary ATTR amyloidosis with polyneuropathy (ATTRv-PN). Those living with ATTR with polyneuropathy, this is a debilitating, progressive disease that leaves people feeling increasingly helpless,

Breaking:The number of Americans filing new applications for unemployment benefits fell last week, pointing to continued labor market stability ahead of potential volatility from import tariffs.  Initial claims for state unemployment benefits dropped 6,000 to a seasonally adjusted 219,000 for the week ended March 29, the Labor Department said on Thursday. Economists polled by Reuters had forecast 225,000 claims for the latest week. 

No false narratives or fake news; to read insights and analysis on the latest sector action, check out Pre-Open Brief …

I am NOT often wrong and always consider doubt of some market and sector share pricing movements

Never leave an investor uninform


Remember that overnight and pre-open actions’ futures and markets doesn’t necessarily translate into actual trading in today’s market session.

My interpretation of the morning’s numbers is written to be informative; it’s built on what happened to make “it” happen today!

 

Wednesday’s RegMed Investors’ (RMi) pre-open: Liberation Day … https://www.regmedinvestors.com/articles/13863

Wednesday’s night’s … RegMed Investors (RMi) Closing Bell: cell and gene therapy sector liberated … https://www.regmedinvestors.com/articles/13864

 

RegMed Investors (RMi) Research Note:Harvard Apparatus GT (OTCQB: HRGN), formerly Biostage (OTCQB: BSTG) ...The chokehold got tighter cutting-off any capacity to lift multiple going concern at-risk marker … https://www.regmedinvestors.com/articles/13812

 

Thursday: The pre-open Dow futures are DOWN -2.88% or (-1,224 points), the S&P futures DOWN -3.50% or ( -201 points) and the Nasdaq futures are DOWN -4.13% or (-816 points)

  • Stock futures cratered Thursday, 4/3
  • European stock markets tumbled
  • Asia-Pacific markets plunged on Thursday.

 

Henry’omics: We need to more than consider the economic environment to comprehend the micro re “our” universe of cell and gene therapy companies

Wednesday: The Dow closed UP +235.36 points or +0.56%, the S&P closed UP +37.90 points or +0.67% while the Nasdaq closed UP +151.15 points or +0.87%

Economic Data Docket:weekly jobless claims

  • The White House also unveiled a baseline tariff rate of 10% on all countries that goes into effect April 5. Even bigger duties against countries that levy higher rates on the U.S. will be charged in coming days, according to the administration.

 

Q2- April – 1 negative and 1 positive closes

  • Q1/25 – March, 10 positive and 11 negative closes
  • February – 12 holiday, 11 negative and 7 positive closes
  • January - 2 holidays, 1 market close, 10 negative and 10 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.

…It's a good time to buy some dips ...

 

The BOTTOM LINE:  

I think speculative behavior in this current market has ascended to a level beyond common sense

Merger and acquisition (M&A) activity; sector companies will seek opportunities to sell to better financed companies that can "deal with these additional costs associated of R&D and escalating SG&A.”

NOT much has changed, as I have written, “uncle algo and his trading dwarfs” determine the heights or lows of share pricing”

 

Prepare for more market volatility  …

 

What could 2025 have in store for the capital access space as Partners are the gift of life!

  • "You'll see a number of cell and gene therapy comandantes drive for secondaries – they’re desperate for cash, but I do think a lot of cell and gene therapy sector companies NEED to be focused on what is driving their own growth —they're focused on a lot of change BUT … that's happening in the market… capital expansion is second.

I seem to be asking a question followed by a question …

  • Do we need to brace ourself for more economics and their down trending affect?
  • Is this market STILL “bubblicious” my concerns are macroeconomic and valuation

 Welcome to my world of defining the “grey’ in our universe!

  • The sector is what it is, until it isn’t and even then, it doesn’t seem to be… as NOT much changes as the sector’s share pricing rides the waves of volatility, algorithms, electronic trading and short covering.
  • 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 in this report.

Henry McCusker, the editor and publisher of RegMed Investors could hold or have positions securities referred to in this publication and he will NOTIFY investors of holdings.