Vacation Week Aug 3-7 but we will do updates on Biotech and Sectors 8/3
8/3/26 Update…Tech stocks soar: AMZN GOOG MSFT etc. SMID biotech holding, large caps mixed Healthcare lagging today; energy lagging. Consumer, industrials, TECH leaders. Here is daily sector tracking ; Our SMID tracker based on IWM holdings is negative. MEDtech IHI popped 3.24% today,...
Sector Snapshot: Technology Stocks are lagging so Check Weighting for Energy and Healthcare
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 over 2%: ABSI,COGT, RCUS, XNCR and XBI up 2.74% at 151.34 And from Barron’s: More Biotech M&A is coming notable being expiration of patents; as well...
MedTech Sector is near its lows-what is going on? Update-2… 7/28/26
7/29/26...Earnings: GE Healthcare (GEHC) up 11.46% on a beat with EPS $1.13 on $5.3B revenue and record orders. 7/28/26…Rotation out of Tech and Chip stocks brings in buyers to the healthcare sector including depressed MedTechs. For example , Abbott Labs (ABT) at $107.27, which we...
SMID Biotech Stocks were Cruising to New Highs until Friday’s Speed Bump…Update-6…ARKG, PSNL,XNCR!
7/21/26…An unexpected SMID rally with the ARKG up 3.34%, XBI up 2.31% to $154.32. Crazy! Here are some of the 3% movers: from our focus list ARKG, ADPT, AMRX, AXSM, COGT, CRMD, CYRX, DNLI, DNTH, EYPT, ILMN, LGND, NBIX, PTGX,RCUS, VCYT, and of course XNCR. It looks like a buy on the dip...
Innovation Drives Gains in Biotech Stocks…Update -4 Sell-Off in biotech SMIDs!
Update-4 7/10/26 11:45a Watch out for Friday afternoons. A sell-off is developing in SMID biotechs with the XBI down 4.35% to the $157 level and a red screen day in my model. 7/10/26 After the close: some whale decided to unload a bunch of XBI at the top after being up about 30% YTD. Nice...