Large Cap Biopharma Boosts Portfolio Gains…Update-1. 8/19/26 Green screen day!
8/19/26…11:25 am EDT…Its a green screen day in biotech and health ,review our previous posts. Here is the news from yesterday that brought Merck (MRK) stock to new highs of $150 today supporting our biotech thesis of how “innovation drives market gains.” MRK is up 10.89%...
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...
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...