Large Cap Biopharmaceuticals: Core Holdings for Your Portfolio…Update-1 Drop in Treasury Yields Sparks a Broad Rally
10/4 Update-1 Treasury Yields Drop Sparking Broad rally Check SMID biotech stocks for year-end rally as tape looks much better. Taking heads warn "its another bear market rally." 5 Yr Treasury Yield drops 1.11% to 3.84%, 10 Yr to 3.617 %. Broad rally brings all indices up with S&P 500 up...
Can Healthcare Stocks Continue to Outperform?…Update-2 Recap Q3 and September
Update-2 Healthcare and Biotech Recap September Our strategic focus has been large cap biopharmaceuticals and healthcare (mainly UNH). Smaller caps have been a disappointment except for traders.The IWM is down 10% in one month! Some of our speculative picks are still in the green since JY 1...
Rayno BioBeat 2022 Looking For A Q4 Rally in Life Science Stocks…Update-2
Update-2 ...9/22...3P EDT--Healthcare stocks trying to hold up: XLV up 0.69% up from recent lows of $122. NASDAQ down 1.62%. Weak sectors Consumer Discretionary, Financials , Industrials, Large cap biopharma and HC strong: ABBV, BMY, JNJ, MRK,PFE, REGN, LLY. UNH up 1.24% at $518. Biotechs weak...
Healthcare Sector Still Looks Good But Lacks Momentum…Update-3 Nice Biotech Rally!
9/12/22...Bristol-Myers (BMY) up 5% on FDA approval of psoriasis drug.Large cap biopharmas rally: AZN, GILD, MRK, etc. Mid- caps green esp MDGL,MRTX. Morgan Stanley Healthcare conference was today could account for biotech strength. Biden Issues Executive Order on Advancing Biotechnology. Time...
Whither Small Caps after FED’s Tough Talk? Update-1…Aug 31
Update-1 Third Day this week of flailing around in the red, even AAPL down 1%. Small cap winners: EVH,MRTX, QDEL speculative ETFs: ARKG up 1.31%, XBI up 0.72% at $83.70 IBB flat at $121.46, XLV down 0.64% at $124.76. Notable biotech movers: CYTK up 3.78% at $52.96, IOVA up 2.585 at $10.72.MDGL...
