Large Cap Biopharma Tracking and News: Maintain a HOLD…Update-2 … a good week for biopharma
Update-2 7/3/25...FIVE Day % winners: AMGN 6.85%, BIIB 4.9%, GILD 3.4%, MRK up 2.66%, PFE 4.7%,REGN 5.06%, VRTX 3.66%. BIOPHARMA OUTperformed many TECH ETFS: QQQ up 1.83%,, SOXX up 1.79%,XLK up 2.35%. BMY up 0.58%.LLY down 1.82%, NVS up 1.3%. NEWs : REGENERON bispecific antibody gets...
Large Cap Biopharma Winners YTD: Looking for Growth and Value in a Choppy Market..Update-3
Update-3 6/26 A good day overall with not much momentum in biotech.Will summarize the action on Friday.. Trading focus remains small cap biotechs to see if strong moves can hold....key indicators are ARKG and XBI. Its all about TECH and AI for now....
Biotech stocks Wobble a bit after a Grueling Week but Deals and Clinical News can Drive Stocks Higher…Update-3…FED on hold
6/18/25...FED on hold with economy ok but tariffs creating uncertainty-rates unchanged. Nice little rally in SMID biotechs with both ARKG and XBI holding. Modest gains in GH, LGND,NTRA, ROIV, RXRX, SDGR, SLDB, SUPN , TWST, TGX, VCYT, WVE. Optimism in biotechs could be a result of an IPO: Caris...
ASCO Week Recap by the Numbers-some Good Progress with Longer Term Issues…Update-1 Biotechs remain strong
Update-1 6/10/25 ...Post ASCO rally: Biotech stocks remained strong from the ASCO Conference with good momentum from SMID caps. ARKG and XBI led the rally. Most mid-caps from our trading list were up with 3+ % gains in: CRMD, CYTK, DNLI, EYPT, ILMN. SLDB, TWST, TXG and VCEL.Many other SMIDs...
May 2025 was a Great Month for Stocks up 6% so why aren’t you more bullish?…ASCO rally renews! Update-3
Update-3 ..6/6/25 11:45a. Green screen rally in SMID biotechs ! TECH stocks strong. 330p EDT: I dont know why the SMID biotechs are taking off today but some of it is ETF buying (XBI) here is a shortlist of big movers we hold that are up 3 % + today: ADPT, ABSI, COGT, CRMD, CYRX,RXRX, EYPT,...