Sharp Biotech Reversal To Upside Today: IBB up 2.40%…Update-1

After the close 6/22…BRexit Curbs Enthusiasm The rally out of the box lost ground about 11:30 am EDT as reality took over because the latest BRexit polls showed about 43-44 for Remain, but another poll shows +6  for REMAIN. With vacillating margin of error on the results of polls,  it should come down to how […]

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Biotech Blahs: Unable To Hold Gains After ASCO Run-Up…Update-1

Monday June 20… Update 4:30p EDT…BRexit relief rally Biotech stocks pretty much tracked the NASDAQ rally today slowly selling off as the day wore on. The more volatile XBI was still up 1.56% for the day beating the sluggish IBB up 0.91%. The healthcare sector overall held up about 1%. Energy and materials led up […]

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BIO 2016 #2: Notes on Healthcare Affordability Crisis

   Healthcare Affordability Creates a Trust Gap Super Session -Seeking Healthcare Sustainability and the Economic Role of Drugs Consumers are becoming more distrustful of the government because of healthcare affordability. Recently politicians have focused on rising drug costs exacerbated by the drug pricing scandals and collapse of Turing and Valeant Pharmaceuticals, created a perception that […]

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BIO 2016: Imagine Was the Right Theme and Healthcare Disruption Is the Force

BIO International 2016 : “Imagine Who You will Meet” was an Appropriate Theme Healthcare Disruption Is Creating Reform BIO 2016 was an excellent meeting as usual because of the opportunity to hear thought leaders, policy makers, scientists and make connection with thousands of participants from around the world. Healthcare disruption, sustainability and patient access were […]

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Biotech Rally Fizzles as Global Healthcare Issues Weigh…Update-1

Update-1 After Close 6/10/16 –Biotech Rally Fizzles in Broad Sell-Off The market continued to sell off during the day with only a little bounce off the lows. The material and energy sectors got hit hard down 2.4 and 1.6% respectively but weakness was across the board. Healthcare stocks were off 1.3% and technology down 1.23%. […]

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The ASCO Rally for Biotech Stocks is On: Now We Need to Consolidate Recent Gains Next Week

Pre-ASCO rally-Three Weeks of gains= 8-15% Every year the ASCO Meeting excites investors because of clinical data being presented on a huge pipeline of oncology products. High expectations have already delivered an ASCO rally so now can the actual clinical data support these gains? The healthcare sector is unique in its ability to provide dividends […]

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BIO International Conference June 6-9 in San Francisco Next Week

BIO International Conference-Trends in the Biotechnology Industry We will be attending BIO International Convention in San Francisco next week and will provide news updates on relevant topics such as Personalized Medicine, biopharma drug policy and pricing, and next generation therapeutics. Hundreds of companies will be exhibiting including universities, biopharma, diagnostics, digital health, bioprocessing and services. […]

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NantHealth (NH) IPO Prices at $14 Moves Up To $18+…Update-1

Update -1 NH closes at $18.59 up 32.79% on volume of 3.3M shares. High was $21 low was $16.11. Market cap is $2.1B. Focus of the Company is personalized healthcare utilizing a unique software platform (NantOS) applying molecular diagnostics and genomics on patient tissues and integrated with real time phenotypic data and decision algorithms to […]

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Biotech Rally Moving Toward April Highs: ASCO and M&A Provides Underlying Support…Update-1

Update June 1… After Close Biotech Holds…Uh oh CNBC is talking about biotech. IBB 281.18, XBI 58.18 This stealth rally has been going steady for two weeks but now CNBC and its “Fast Money” show are talking up biotech so is this a jinx? And saying “party over” when the rally just started?? “Options Action” […]

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Biotech Rally Fades But Plenty of Big Movers: ASCO June 6

Biotech Rally Fades after Five Days: IBB down 0.49%, XBI down 1% Biotech stocks were weak at the onset and could not come back but the sector is still up about 7% over five days. Stocks were mixed on thursday and healthcare was weak with the XLV flat at $70.84. The big mover was Alnylam […]

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Healthcare Sector Is Looking A Tad Better: M&A Boosts Biotech…Update-1

Update-1 “Growthier” market move sparked by housing data-new home sales jump 16.6% A broad rally today surprised many traders. Technology was a leader up 2% followed by healthcare up 1.49%. US new single family home sales hit an 8 year high a sign of growing prospects for the economy. The green screen prevailed in biotech with […]

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Nothing New To Report: Green Screen Day…Update-1

Update: M&A will come back— Pfizer (PFE) buys Anacor (ANAC) for $5.2B. Now you see why inversions are not good for biotech stocks as PFE had to give up reverse merger and go for growth.   Last three posts are still on the mark. The 4% move today in XBI is encouraging ; the 6% move […]

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Large Cap Biopharmaceuticals Q1 2016 Metrics: Earnings Show Limited Growth Prospects

Large Cap Biopharma Winners and Losers -Looking for Product Growth We will sift through these metrics and new product news over the coming months to find value in  these names. Most should be considered “Market Performers” with some added safety if they offer dividends. Watch Regeneron (REGN) for upgrades by analysts.  Technicals should matter a […]

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Biotech Bear Market: Another Bad Day IBB Down 2.9%…Update-1 Regeneron (REGN)

Update-1 May 5 …Biotechs Stable Today…IBB up 0.45%, XBI down 0.53% Regeneron Pharmaceuticals (REGN) up 4.74% on sales growth,but missed on EPS. Regeneron (REGN) raised 2016 sales estimates for Eyelea(R) to a 20-25% increase based on Q1 sales of $781M. Total Revenues were $1.2B including collaboration revenue, GAAP net income was $1.45 or $165.7M for […]

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