May 2025 was a Great Month for Stocks up 6% so why aren’t you more bullish?…ASCO rally renews! Update-3
Update-3 ..6/6/25 11:45a. Green screen rally in SMID biotechs ! TECH stocks strong. 330p EDT: I dont know why the SMID biotechs are taking off today but some of it is ETF buying (XBI) here is a shortlist of big movers we hold that are up 3 % + today: ADPT, ABSI, COGT, CRMD, CYRX,RXRX, EYPT,...
Can Biotech Stocks Regain Momentum Amidst the Chaos?…Update-2…Risk off due to tariff whipsaw…
Update-2 5/3010a EDT..... WHIPSAWED. Changed course again after Trump comments on China roil markets-risk off. Renewed escalation in tensions with China. You have heard the magic word before "uncertainty". Regeneron continues downward course after underwhelming results on a Phase 3 trial for...
With the Healthcare Sector in Turmoil Should You Rebalance Your Portfolio? Update-3…C’mon Back Biotech at ASCO!
Update-3 5/22-23..... 10:50a EDT....VIGL continues to run on Sanofi acquisition.at $8/sh. Should spark our SMID biotech trading list but XBI is stuck at $78. Ahead of ASCO we should see more green shoots among SMID biotechs and soon some major news from oncology players like MERUS N.V.(MRUS)...
Stocks Show Resilience looking Beyond Tariffs, even healthcare gets a nibble
Stocks Show Resilence off early April Lows A nice week despite uncertainty from tariffs with the S&P 500 up 5% and NASDAQ up 7%. Healthcare and biotech stocks were still selling off until the recent 2 day snap back . Tech stocks were huge winners and AI is back with big buys from the...
SMID Biotech April Rally Ended as Stocks Take a Dive on NEWS…5/12/25..UPDATE-4
Update-4..5/13...3:15 p TECH and SEMI rally but nothing for biotech and UNH is a disaster. Too volatile for trading. XBI at $77+. Update-3...5/12..10a EDT. HUGE rally on China opening deal??...In the meantime SMID biotechs are soaring off the 2025 lows on hopes of big M&A ramp-up....