Sector Shift Stalls Healthcare Stocks But Biotech Shows Gains In January…Update-2 TMO
Update-2 ...2/11/23...Thermo Fisher Scientific (TMO) beats again stock is up over 3% to $588 handle. Gives bullish outlook for 2023 with 7% growth to $45.3B. Full year 2022 revenue up 15% to $44.92B with EPS $23.24. Brilliant management with financial savvy and M&A in Life Science Tools and...
Healthcare Sector is Lagging as We Enter 2022 Earnings Season…Updates-2
Update-2... 1/31... Good value in Pfizer (PFE) as stock near new lows with PE of 8.26 stock at $43.50. but nobody cares as boom times for COVID vaccines end.Provides Full-Year 2023 Revenue Guidance(4) of $67.0 to $71.0 Billion and Adjusted Diluted EPS(3) Guidance of $3.25 to $3.45. Looking for...
Small Cap Biotech Stocks-Trades to Consider : Update-1 …Risk On!
Update-1...1/29/23 Risk On! Speculative small cap life science stocks continue to run with the XBI up 2.76% for the week. Movers for the week included: CRSP up 6.39%, CYRX up 6.07%, GERN up 4.7%, and VCYT up 4.58%. Some of the winners in our portfolio were losers in 2022 then sold and rebought....
J.P.Morgan Healthcare Conference #JPM23: Biotech Rally Favors Smaller caps
Biotech Stocks Rally During #JPM23 Favors Smaller Caps Bolt-On acquisitions expected to bolster product pipelines. Macro headwinds lessened with moderating inflation. Small and mid-cap biotechs provide an innovation narrative. Here are some takeaways from #JPM23: Large cap biopharmas that...
Nice gains During #JPM23 Week: Benign CPI Report Brings Hope for a “soft landing” …Updates-1
Update-1 1/13/23 Bank stocks beat with BAC and JPM trading higher. Bearish sentiment eroding as " risk-on " mentality takes hold before earnings. Continuing with #JPM Week Notes: 6. Continuing with the healthcare trend of more focused businesses and away from the conglomerate model GE...