Archive | January, 2019

Emerging Growth Stocks: Long Ideas in Life Science for 2019…Updates-Risk On…FED on Hold and “Patient”

Update ….Jan 30 2:45p  EST …FED to be Patient and Policy Stance is Appropriate FED to “wait and see” before raising rates-stocks soar. FED-“US Economy in a good place” NASDAQ up 2%, DOW up 1.73%, S&P up 1.53% XLV up 1.27%, IBB flat, XBI up 1.72%. Large cap biopharmas trail broad rally: AMGN,BIIB in the […]

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What’s Up with the Biotech Rally?…Updates

Update-2 1/21/19…Heads Up Red Futures Growth worries return-Asian Stocks down IMF Lowers Global Growth-Poor Performance for Europe Biotech rally could stall Update-1 1/20/19…XBI at $83.38 approaching November resistance at $85 Barron’s 2019 Roundtable biopharma picks: Abbvie (ABBV), Roche Holding (ROG), Gilead Sciences (GILD). ======= Biotech Rally Continues from the J.P.Morgan Healthcare Conference Slow and steady […]

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January 2019 Very Promising Wet Winter for the West: Storm and Climate… Update-3…2/27

Update-3 Snow for Sierras and Rain out West next six days. Ski Areas Booming as Expected with Record Snows Climate forecast NOAA-WEST-El Nino in Effect-continued cold and wet LA Coldest in 60 Years=LA Times… Update-2 FEB 10…More Rain and Snow on the Way Strong PPT all week in LA and San Francisco Mammoth Mountain buried […]

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2019 J.P.Morgan Conference Update: Healthcare Stocks Rally with Break-Outs…Updates

Update 1/14 After close: Biopharmas on the weak side from drug pricing politics. Both parties focused on pharmaceutical drug prices. IBB at $107.17 down 1.69% ; XBI at $80.12 down 2.29%. Red screen for Mid-Caps; BLUE BPMC NKTR all up a tad. Update 1/13 10:30P Sunday- With Futures Weak and Momentum Waning XBI at resistance $81.98 […]

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2019 J.P.Morgan Healthcare Notes #1 Panel: Reinventing the Disease Continuum Through Precision Health…Update

Update-1…1/21/19 Liquid Biopsy I attended a Panel Session on Cancer Liquid Biopsy and although progress is being made on molecular diagnostics there are no newsworthy breakthroughs nor actual data showing a hard timeline. Here is an article from  BIO 2016. There are over 70 genes that need to be tested and voluminous data is being generated […]

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Big Biopharma Bounce off Bottom: Mid Caps…Updates

1/7/19 …After Close: Most Mid-Caps held gains but check AH trading Selected Winners today: AGIO 8.7%, ALNY 8.75%, ARRY 8.85%, BLUE 6.67%, BPMC 14.1%, NKTR 7.83%, SGEN 5.68%, ICPT 7.28%, XBI 5.97% (closed at highs. $79.50). Many of these mid-caps are still at low end of 52 week range. Selected stocks above 52 week mid-range: […]

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Large Cap Biopharmaceutical Performance 2018…Updates BMY CELG, XBI

1/7/19 After Close: Both BMY and CELG held today up over 3%. ==== Stay tuned Next Week for Updates from the J.P.Morgan Healthcare Conference 1/5/19 Friday’s broad-based biopharmaceutical rally boosts stocks out of a “Bear Market”which brought the XBI down 25% off highs to the  $64 level on December 24, 2018 and now at $75. […]

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