Large Cap Biopharmaceutical Update: Mixed Performance as Tariffs Loom…Update-2…4/29…Good gains in pharma and medtech
Update-2..4/29...3p EDT...Novartis (NVS) stock up over 1% on earnings beat raised guidance. Broad pipeline in four therapeutic areas. Good value with FWD PE of 14.9,PS of 4.3, Div.of 3.5%, RSI trending up. Added to stock today. Strong momentum in pharma, medtech, even Pfizer up 4% with 7%...
Bear Market Rally Spurs Biotech Stocks: A Primer on Tariffs…Update-3…Pivot Day Confirmed
Update-3 ...ABBVIE (ABBV) beat with adj. EPS 2.46 earnings and revenues of $13.343B an increase of 4%, but tariff issues lurking,,, I$10M investments will be made in U.S. Strong sales $6.264B of new immunology drugs Rinvoq and Skirizi an increase of 16.6%. EPS guidance raised to $12.09-12.29....
Healthcare Sector Update: MEDtech and Diagnostics…UPDATE-2 …XBI green along with SMID biotechs!
Update-2 4/21/25...11a EDT..XBI trying to bounce in mid 70s up 1% at $76 handle. SMID biotech movers: EYPT RYTM RZLT WVE GPCR etc. Update-1 4/17/25--UNH shares crash over 20% on earnings release due to higher medical costs. Unbelievable surprise because this was supposed to be the most...
Healthcare Sector Update…..coming at end of the day 4/16/25
Amidst the tariff chaos we may get clues from one of the most defensive sectors of the market-healthcare stocks. Recently we provided a playbook of positions for those actively managing their LIFE SCIENCE portfolios. However in the midst of tariff chaos and policies targeting various...
Is it a Good Time to Trade Small Cap Biotech Stocks?– 3 Steps to Consider…Update-3 …How do NIH cutbacks affect ongoing clinical trials?
UPDATE 4/15/25: Nice Rally in SMID BiOTECH on Monday then faded. UPDATE tomorrow with UNH Congress needs to do their job and prioritize cancer research funding especially for clinical trials. Update-3 4/13...We will summarize market performance for healthcare and biotech on our next update: XLV...