Reason: Sector breaking out (XBI RSI 73); gene-edit + mRNA confirmed, capital-cycle laggards (TMO/DHR) turning up.

Notes

Tape-read: sector in a confirmed breakout — XBI RSI 73, regime "breakout," +22% 3m and only -2% off its high. This is a real bottom→breakout, not a knife; gene-edit and mRNA are leading, but several names are already extended.

• XBI — CONFIRMED-BREAKOUT · RSI 73, breakout regime, golden cross, -2% off high; sector tide is in.
• MRNA — CONFIRMED-BREAKOUT · RSI 61.2, strong-up, +48% vs SMA200, golden cross; mRNA re-rate, -12.6% off high leaves room.
• BEAM — CONFIRMED-BREAKOUT · RSI 60.7, strong-up, +47% 3m, golden cross; gene-edit leader, -5.8% off high.
• NTLA — CONFIRMED-BREAKOUT · RSI 61.4, strong-up, +25% 30d, golden cross; gene-edit, still -44% off high.
• INCY — CONFIRMED-BREAKOUT · RSI 61, strong-up, +16% 3m, near high (-4.5%).
• TWST — EXTENDED-TRIM · RSI 77.8, parabolic, +49% 30d; synth-bio laggard turned hot, overbought.
• RGEN — EXTENDED-TRIM · RSI 70.4, +26% 30d but death-crossed; bio-tools turning up, let it flag.
• KYMR — EXTENDED-TRIM · RSI 83.9, parabolic, +44% 30d; do not chase.

Lead pick: MRNA — confirmed breakout with the most room left (RSI 61, well above SMA200, -12.6% off high vs peers near highs). Trigger: add on a shallow flag that holds SMA20 (~$52); avoid the parabolics (KYMR/TWST).