Blog / Archives
Whoa -Do We have Stealth Correction in Biotech Stocks?…Update-1
Update-1 2/23...A Wild Ride Down and Up! Stocks took a tumble then came back to the green but many speculative small caps stayed down. Our speculative small cap index fell from119 to 115. The ARKK...
Large Cap Biopharma Stalled With Move to Small Caps and Reflation Trade…Update-2 Sell-Off
Update-2 2/17-11a...Biopharma stocks up on a down day: ABBV, AZN, BMY, MRK, VRTX with IBB off 0.5%. Update-1 Continued Sell-off in Biopharma and now Coronavirus Stocks The market was flattish with...
Healthcare Sector Lags But Small Caps are Strong…Update-1 -FEB 11-AXDX, GNMK
Update-1 FEB 11, Momentum easing with some good stocks moves, XBI off 1.3% to $165.83. Coronavirus focus stocks are mixed with our holdings doing well. ABT up 1.24%, HOLX up 0.53% and Genmark...
Healthcare Portfolio Update -January 2021…Update-1 Strong bounce-back
Update-1 Strong bounce-back with NAZ up 2.55% and XBI up 4.36% to $159.54 XBI rally mirrors IWM up 2.62%. Technology running strong with QQQ up 2.72%. Second their COVID Vaccine plays up again:INO,...
Atmospheric River Sierra Storm …post storm update for CA 1/31/21
1/31 21 post storm update: Great Photos from LATimes. Danger in the Dump at Mammoth. ========== Atmospheric River (AR) Sierra Storm Approaching: Cold Moderate AR We will provide updates and here are...
Frothy Daze Are Here Again!..Update-2 VIR rolls over!
1/28/21 Update-2 VIR Hits $140 yesterday then rolls over to $58+ today! JPMorgan downgraded VIR letting some of the air out of the ballon. The recent speculation may have been about a VIR antibody...
Rayno Biobeat #1: Biopharma Leads Healthcare Portfolio 2020-21…Update-1
Update-1 Biotech Momentum Slows but Holding Near Top-XBI at $152. Most of the market focus has been on COVID vaccines supply and distribution but major earnings calls roll out next week. Vaccine...
J.P.Morgan Healthcare Conference 2021 #2: COVID Vaccines Based on mRNA Platform
J.P. Morgan Healthcare Conference On a Rally Week-COVID Vaccines based on mRNA Platform COVID Vaccine availability drives the market and the global economy. The Vaccine market is huge with a long...
J.P.Morgan Healthcare Conference 2021: Current Portfolio Positions #1
JPMorgan Healthcare Conference Notes #1: Current Portfolio Positions Focus is Coronavirus diagnostics and vaccines. Gene therapy is poised for next wave: The Conference boosted many stocks as you...
Best Biotech Trades of 2020: New Picks Coming for 2021
Best Biotech Trades of 2020. We were on vacation over the past week and that combined with all the crazy mob news from the Capitol combined with the worsening pandemic makes it hard to focus ....
