Sector Watch: Now Biotech and Healthcare has the Momentum as Rotation Continues–Update-1
Update-1 Breakthrough cancer drug gets a broader than expected FDA label and is expected to be a blockbuste drug for metastatic pancreatic cancer This is the second major news over the past week for biopharma after Merck and Moderna news last week for their cancer vaccine Watch XBI as it...
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...
Sector Snapshot: Technology Stocks are lagging so Check Weighting for Energy and Healthcare
Update 8/6..Energy is back with IRAN holding the cards. Healhcare still looks good without volatility . MedTECH looking better: ABT,BDX etc. Why is ILMN down today? Update-1 8/4/26 12:37P…Biotech in a broad rally today helped by NASDAQ up 2.47% and many stocks on our Focus list are up...