Large Cap Biopharmaceuticals Lead the Way for Healthcare Investors
Large Cap Biopharma Stocks Lead the Way for Healthcare Investors Biopharma stocks offer growth plus value with dividends.Standouts are ABBV, GILD, and LLY. Comeback candidates for 2026: REGN and VRTX. Risk remains from tariffs and pushback from Trump Administration policies on drug pricing but...
What’s Behind the Moves in the Healthcare Sector: Many Options for investing-Biotech, Medtech, Tools.
An abrupt reversal from "Risk-Off" sentiment launched a rally in some SMID biotechs, precious metals and AI / Semiconductor stocks. The NAZ was up 2.25%. Health Science stocks did well today: Precision oncology, biopharmaceuticals weight-loss /obesity A volatile choppy week for the market...
Healthcare Stocks are Coming Back Fast Boosted by Biotechs…Update-6 COGT !…. And a choppy “risk off market”, a deal on weight -loss drugs.
Update-6 11/10/25...SMID Biotechs in a romp!...Cogent Biosciences (COGT) up 130% on Phase 3 Study. XBI up 1.5% at $110 level. Update-5...11:11a 11/7/25...XBI slices thru support of 20 day down 2.4% to $106 level-a red screen day. Moreover all SMID biotech indices are down: IWM down 1.3% to...
New M&A Deals Should Propel SMID Biotechs in Q4… Update-1…10/27
Update-1 ...10/27...SMID BIOTECH rally on a green screen day.. many hot biotechs in Russell 2000: AXSM, BBIO,CYTK, CRNX, TEM etc Today we read on Bloomberg at 10a about a deal that said Novartis (NVS) will buy Avidity Biosciences (RNA) for $72 share. Avidity Biosciences is on our Focus...
Healthcare Stocks are Coming Back with the XLV up 6.83% MTD, what’s Going on?
HEALTHCARE Stocks Are Coming Back Led by Biopharma so what's next? The XLV portfolio weighting has shifted to LargeCap Biopharma which has performed well (see our articles). Biotech has shown strong momentum in Q3 with SMID caps leading: IBB up 16.3% YTD and XBI up 18.8% YTD. Look to the large...