Healthcare Stocks are Coming Back Fast Boosted by Biotechs…Update-5 Q3 earnings…. And a choppy “risk off market”, a deal on weight -loss drugs.
Update-5...11:11a 11/7/25...XBI slices thru support of 20 day down 2.4% to $106 level-a red screen day. Moreover all SMID biotech indices are down: IWM down 1.3% to $237, ARKG down 4.5% to $27, IBB down 1.83% to $155. So for a recovery for better momentum and RSI we need to hold the IBB which...
New M&A Deals Should Propel SMID Biotechs in Q4… Update-1…10/27
Update-1 ...10/27...SMID BIOTECH rally on a green screen day.. many hot biotechs in Russell 2000: AXSM, BBIO,CYTK, CRNX, TEM etc Today we read on Bloomberg at 10a about a deal that said Novartis (NVS) will buy Avidity Biosciences (RNA) for $72 share. Avidity Biosciences is on our Focus...
Healthcare Stocks are Coming Back with the XLV up 6.83% MTD, what’s Going on?
HEALTHCARE Stocks Are Coming Back Led by Biopharma so what's next? The XLV portfolio weighting has shifted to LargeCap Biopharma which has performed well (see our articles). Biotech has shown strong momentum in Q3 with SMID caps leading: IBB up 16.3% YTD and XBI up 18.8% YTD. Look to the large...
Focus on SMID Biotech Stocks to Boost Healthcare Portfolio Performance…Update-4…profit taking day
Update-4 10/22/25,,,Small cap biotech momentum rally fizzles on profit taking. Healthcare investors should look at Medtech and US Medical Devices with the IHI and health sciences sector with FSMEX. Update at end of the day. TMO up 19% MTD at $563. Healthcare sector (XLV) is up 7.22% MTD....
Biotech Update Near 2025 Highs…Update-3 SMID biotech stocks look good
Update-3 10/14...A volatile mixed day with a slight shift away from large cap tech to speculative small caps favoring biotechs. Regional banks strong. Rare earth conflicts with China .Looking at our SMID cap trading list today: XNCR down 11% on profit taking after big run from $8, ABOS running...