2018 J.P.Morgan Healthcare Conference #3: ABBV and BMY…Update
Sluggish Early Trading in Biotech Tracks NASDAQ Down 0.14%% Promising Year for M&A and Tax Cuts Improving Bottom Line There is a little follow-on to Tuesday's rally bringing prices for major ETFs above where they were last week. The biotech screen reverted to flat/green where it was on...
2018 J.P.Morgan Healthcare Conference #2: Digital Health Session Notes
2018 Digital Health Panel: Is Digital Health at an Inflection Point? A packed session in the Colonial Room at the J.P.Morgan Healthcare Conference heard a panel of scientists, investors and entrepreneurs moderated by Lloyd B.Minor M.D., Dean, Carl and Elizabeth Naumann Stanford University...
2018 J.P.Morgan Healthcare Conference Day One Notes: Weak Start Despite Positive Updates
Weak Start for Biotech Stocks on 1/8/18-Red Screen Day Positive Updates on BIIB CELG GILD etc Biotech ETFs Firm Up about 1.5% Tuesday AM JPMorgan Healthcare Conference Biotech stocks abruptly sold off at the market open yesterday with the XBI down 2% to the $85.31 level and the IBB down 1.33%...
Biotech ETFs vs Active Funds: Fidelity Biotech Fund Outperforms the IBB…Update
Biotech ETF Performance Updates as of 4/11/18 YTD FBT First Trust NYSE Arca Biotech ETF is the leader in 2018. FBT up 7.45% Top Five Holdings are: AVXS, NKTR, XON, AGIO, TECH. The holdings are quite different than the large cap weighted FBIOX and IBB. XBI up 3.75% at $90.3; top holdings BIVV,...
Rayno Biopharma Portfolio 2017 Summary Performance…Updates
2/28/18 Update Tape looks sluggish at major resistance. Downgrade to HOLD on Celgene (CELG). Bad regulatory news on relapsing multiple sclerosis drug ozanimod. 2/2/18 Update After Sell-Off Cautious on Amgen (AMGN) after earnings release but looks better than the IBB if you are bullish on...