Biotech Bull Market Rolls On in a Volatile Q2 2015: XBI Up 12.4%

Dealmaking and Fast Money Fuel Biotechs Q2 2015 Review Despite a major down trend at the end of April and the recent sell-off, the sector outperformed in Q2 of 2015. The S&P was down 1% and flat YTD. The XBI Biotech ETF continues to be the sector ETF leader up 12.41% compared to 5% for the […]

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Biotech Stocks Lose Momentum with Greece Crisis; Blockbuster Immunotherapy Deal

Biotech Stocks in Broad Sell-Off The biotech sector is usually immune to macro events but today the crisis in Greece gave investors an excuse to take profits. Many biotech stocks and ETFs were down over 3% faring worse than the NASDAQ down 2.4%. The sector, as tracked by IBB, is still up 18.87% YTD after […]

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Notes from BIO 2015 #2 Recap and Biotechnology Trends-Gene Therapy, AMR

Edited 6/27 BIO 2015 #2 Gene Therapy and Antimicrobial Resistance (AMR) 6/26 This is a continuation of our previous update for BIO 2015 #1. Keep in mind these are notes not complete articles. Next Generation Biotherapeutics The Promise of Gene Editing- CRISPR, CAR-T. Gene therapy and nucleic acid therapy are potentially the first major new […]

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Notes from BIO 2015 #1 Recap and Biotechnology Trends-M&A, Precision Medicine

Updated 6/25 Precision Medicine -Novel Prevention and Treatment Strategies Lead The Way A New Initiative on Precision Medicine — NEJM Over 15,000 attended BIO 2015 in Philadelphia including 1100 companies and more than 30 nations. The Exhibits and Partnering meetings were excellent opportunities for networking and dealmaking as usual. We attended several of the sessions and […]

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Biotech Stocks Hit New Highs-Large Caps Lead The Way…Update-2 June 25

Update -2 … June 25… IBB off all time high of 379.97 SCOTUS opinion in favor of ACA (ObamaCare) is favorable to hospital stocks and positive for HC sector overall as we have assumed since 2010. The XLV Health Care Select SPDR ETF is up 11.25% YTD and 162.5% over five years. The bull market […]

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