What’s Next for this Rolling Bull Market?…Update-2 Biotech Movers with ARKG and XBI
Update-2 5/30....Another big week for tech stocks wowee more FOMO. As the TV journalist saiid just buy anything related to Data Centers. Here is the sector performance for the past week from State Street with Information Technology up again 4.62% and Healthcare up 1.84% with Energy trailing...
Large Cap Biopharmaceuticals Are in Buying Range with Good Value…Update-2 Rally mode in healthcare
Update-2 5/23/26…Nice comeback for healthcare sector as the XLV is up 3.3% for the week but Technology continues to run with the XLK up 2.3%. But this was really a large cap rally with the PPH up 4.12% and the IBB and XBI trailing up about 1%. So we had some rotation into value and...
What’s the Next Sector Rotation trade after the S&P 500 Gained 1.8% last week and Chip stocks Soared? ….Update-3
Update-3..5/18-10:36a EDT…IBB and XBI down 1% but tape still looks good with several movers up:CRMD up 3%, NTRA up 4.37%,PSNL up 8.5%, VCYT up 5.5%. Large cap biotechs poised for gains: ABBV, BMY,MRK, NVS .Detailed report coming. Regeneron Is down over 10% on Ph.3 Melanoma drug...
SMID Cap Biopharma Trades for the next 4 Months…Update-2
Update-2…Digestion day after the huge run-up in AI semiconductor stocks yesterday. As one might expect few investors are paying attention to biotech stocks with the XBI down about 3% but holding a sight uptrend at $133. And the IWM is off its recent highs of $287 now in the $281 range....
Trending Towards Risk Off with Healthcare and Biotech Stocks…Update-3 Risk ON
Update-3… 5/1/26 ..After such big moves in the market this could be a good time to enjoy your profits and review your portfolio . Here are several SMID cap biotech stocks that we own, are in the money but poised for more gains: ABSI, ABOS, AXSM, COGT, ILMN, RCUS, XENE, XNCR. Small caps...