Reason: Sector extended at breakout extreme (XBI RSI 76.2, -0.3% off ATH); MRNA now overbought; BEAM the lone pullback opportunity in the gene-edit cohort.

Notes

Tape-read: the sector pushed to breakout extreme into EOW — XBI RSI 76.2, -0.34% off its 52-week high, regime "breakout." KYMR, VKTX, TWST, and RGEN all gained +14-16% this week alone. MRNA moved from "confirmed with room" to extended (RSI 71.4, -2.9% off high). BEAM pulled back -4.77% and is now the cleanest add-on-dip in the group.

• XBI — EXTENDED-TRIM · RSI 76.2, breakout, +30.1% 3m, golden cross, only -0.34% off high; sector tide at extreme, trim not add.
• MRNA — EXTENDED-TRIM · RSI 71.4, uptrend, +41.3% 30d, +35.7% 3m, +25.9% vs SMA20, -2.91% off high; moved into overbought zone this week; was lead pick, now TRIM.
• INCY — APPROACHING-EXTENDED · RSI 68.9, breakout, +25.97% 3m, golden cross, -1.57% off high; +5.9% week, nearing ATH.
• KYMR — EXTENDED-TRIM · RSI 70.2, breakout, +38.3% 3m, golden cross, -16.9% off high; +16.3% week — do not chase.
• VKTX — EXTENDED-TRIM · RSI 72.6, uptrend, +20.2% 30d, -11.8% off high; death-crossed, +15.2% week — overbought.
• TWST — EXTENDED-TRIM · RSI 79.5, parabolic, +55.6% 30d, +124.2% 3m, +27.0% vs SMA20; synth-bio extreme, do not chase.
• RGEN — EXTENDED-TRIM · RSI 71.8, +29.9% 30d, +33.5% 3m, +14.6% week; death-crossed — bio-tools hot but let it flag.
• BEAM — CONFIRMED-BREAKOUT · RSI 61.1, uptrend, +56.9% 3m, +10.0% vs SMA20, golden cross, -5.61% off high; -4.77% week = only name offering a pullback entry.
• NTLA — CONFIRMED-BREAKOUT · RSI 65.7, strong-up, +34.8% 3m, golden cross, still -41.0% off high; gene-edit, long runway but deep discount reflects earlier catalysts pending.

Biggest movers this week: KYMR +16.3% · VKTX +15.2% · TWST +14.6% · RGEN +14.6% · XBI +5.0% · BEAM -4.8%

Lead pick: BEAM — confirmed breakout, RSI 61.1, golden cross, +57% 3m, only -5.61% off high, and the sole name pulling back this week (-4.77%). Every other runner is extended or parabolic. Trigger: add on a shallow flag that holds SMA20 (~$31.65); avoid chasing KYMR/TWST/VKTX.