Large Cap Biopharma: January’17 Update-2
2/6/17 1 PM EST Mid-Caps Outperform in 2017 We will update the metrics and performance of "Large Cap Biopharma" after earnings from Gilead Sciences (GILD) and Regeneron (REGN) tomorrow. The XBI is up 11% YTD. The IBB is up 6.3% YTD. Merck (MRK) leads all large cap biotechs up 9.5% YTD. Among...
Biotech Blahs Worsened By Political Distractions…Updates
Update: 1/31/17 Biotechs rallying in midday trading afterTrump meeting. Looks like a good time to add positions like CELG IBB and XBI. Mid-Caps are strong-ALNY TSRO SGEN. Dx and Tools- DHR TMO good earnings. Update: After Close 5P 1/30/17 IBB down 1.35%, XBI down 1.73%, NAZ down 0.83% An...
Notes from J.P.Morgan Conference 2017: Sequencing (NGS) Moves to Toward Clinical Diagnostic Solutions
Outlook and Issues for Application of NGS for Clinical Diagnostics We heard a few presentations on NGS solutions and still think it is an important growth market for clinical diagnostics in oncology, rare diseases transplant medicine and NIPT. Gene sequencing (NGS) can lead to a better...
Trump Twitter Hangover Keeps Biotech Stocks Down: Update-1
Update-1...1/24/17...Bit of a Rally Leaves Out Healthcare Stocks Markets rallied a bit today but biotech and drug stocks remain stalled by the Trump triggered bashing two weeks ago. Moreover traders are back to nibbling at the infrastructure theme with materials up 2.3% and energy up 1.09%....
2017 J.P.Morgan Healthcare Conference: Large Cap Biotechs Compared to 2016
Large Cap Biopharma Stock Performance YoY from J.P.Morgan Conference The market recovered slightly today from yesterday's "Trump storm" attacking drug prices. The IBB rose 0.36% and the XBI rose 1.56% . The healthcare sector overall was flat. Selected stocks that continued their upward trend...