Large Cap Biopharmaceuticals: A Core Position for a Healthcare Portfolio…Update-3. Green screen day
Update-3...2/5/26 2p EST....ETFs that track SMID biotechs are all down: ARKG, IBB, XBI in a risk- off market. IWM as well. Update-2 2/4/26 It is a huge day for large cap biopharma stocks so the grid below will have to be revised at mid-FEB. The IBB was flattish at $174 because of about a 50%...
Healthcare Sector Review: Biopharma and Genomics are Strong
Healthcare Sector Review January 2026 This should be a good time to set markers in anticipation of earnings and after a sell-off in health insurance stocks as well as severe re-balancing in Technology and Precious metals trade. So with technology stocks hit by Microsoft the IGV is down 12.7%...
Update to our Trading Model for SMID Biotech Stocks 2026…Update-5 UNH down on 2026 outlook and Medicare Plans
Update-5 1/27/27...The XLV was down 1.68% today primarily because UNH took \about a 20% hit on their 2026 outlook and proposed Medicare reimbursement from CMMS. Given the Administration's posture to cut healthcare costs this should not be a surprise. Moreover the XLV currently has only about a...
Influenza Update-Influenza A (H3N2): How Bad is this Season?
FLU Season 2026-Declining but Widespread We saw several news updates on the 2025-26 Flu season and here is some of the latest information. This article from VOX is useful but if you are not a subscriber try a search mode.Why is this flu season so bad? If this cold and flu season seem especially...
Large Cap Biopharmaceuticals: Performance Metrics-January 2026: Growth plus Dividends…Update-4…Biotech is still bullish…..
Rayno BIObeat Day One : We will summarize at the end of the week. Today there was a nice recovery in Precision Oncology stocks and sequencing. 1/16/26....3p EST Traders are taking their profits after JPM26 and January effect but we still have earnngs and guidance for 2026. We cant say that...