Choppy Markets Ahead as We Wait for Q3 Earnings and a Grim September
Choppy Markets Ahead for a Seasonally Weak September Biotech stocks remain in a bull market with strong fundamentals, M&A and technology trends but momentum has eased from summer highs. The 3 strongest sectors with recent momentum: energy, technology and healthcare. Nice winners today :...
Sector Watch: Now Biotech and Healthcare has the Momentum as Rotation Continues–Update-3 8/29
Update-3,,,,8/29/26….Despite some big news this week, healthcare and biotech stocks reversed and sold off from the 2026 top. Revolution Medicine (RVMD) sold off 6% from its daily trading high on the news that the FDA approved its targeted therapy for pancreatic cancer RASONQUE. In the...
Large Cap Biopharma Boosts Portfolio Gains…Update-2 8/21/26 Green screen day
8/21/26…Another big day for biotech makes me want to review my SMID Biotech Focus list in depth as many of our stocks are near YTD highs and both the IBB and XBI are within 2% of highs so a week-end of digestion could be good. Despite the WAR and issues in the bond market equities still...
Healthcare Sector Strategies: You Need a Little Biotech! Update-2…8/18 SMID biotechs soar
Update-2 …8/18/26. ….SMID Biotechs soar: Top PIck Xencor (XNCR) up 9.9% on improved P&L, more news on the way.. BridgeBio Pharma up 3.87% on financing, oversubscribed. SCRIBE (SCTX) surges 25% on analyst initiations; Gene editing drug for cardiology. Update-1...
Vacation Week Aug 3-7 but we will do updates on Biotech and Sectors ….Update-8/7
8/7/26 Update…..One of the best weeks of the year during s sizzling summer! See comparisons below. a green screen day with the XBI up 1.86% to $157, ARKG up 6% to $43. Notable biotech winners among our picks. Gold finally takes off. Natera (NTRA) up 21.37% to $322 on beat with EPS at...