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Healthcare and Biotech Sector Update-2025 YTD: Are Healthcare Stocks really Defensive during Macro Turmoil?
Healthcare and Biotech Outperformed the Market During the Recent Sell-off The XLV was up 6.56% in 2025 YTD beating the major stock indices. Two major life sciences funds also outperformed the...
SMID Lifescience Stocks Brace for More Declines…UPDATE-2 SMID Biotech Rally
Update-2 ...3/19/25...Another rally day makes 3/4 for SMID caps. ARKG and XBI both up over 1%. 70% of our life science trading stocks are green with nice winners on our focused trades:...
Healthcare Stocks Doing Well but SMID Biotech Looking a Little Frazzled…Update-3 broad rally
update-3 3/14---A broad relief rally today after a miserable week took the NAZ up 2.61% and the Russell 2000 up 2.42% and the XBI was flat ending the week at the $87 level. And that was good, Our...
Biotech Rally Coming in Weeks Ahead? Update-2… Powell Talk Soothes Markets
Update-2...3/7/25---The market was headed for more losses on Friday during a bad week from tariff chaos when Chairman Powell came on helping calm markets.The healthcare sector continue to avoid...
Biotech Stocks Stay Strong Through a Period of Uncertainty in the Market…Update-2 Recovery despite geopolitics
2/28/25. Upate 2 2/28...Market recovers despite heated Trump/Zelensky exchange. Healthcare still leads the way but importantly buys come into NAZ stocks in last hour up 1.67%. Some nibbles on SMID...
Large Cap Biopharmaceutical Metrics and Performance Q1 2025
Large Cap Biopharmaceuticals- Performance Metrics The best performing biopharma stocks YTD were: ABBV up 8.5%, AMGN up 11.8%, AZN up 12%, GILD up 12.7%, LLY up 9.4%, VRTX up 14%. The worst...
SMID Biotech Stocks had a Good Week despite crosscurrents
SMID Biotech Stocks Rallied Nicely the Week of 2/13/25 Selected SMID life science stocks had a good week in a bifurcated market. Large cap biopharmas earnings have been strong and comprise the...
BIG RAINS coming to SOCAL: Update 3/13 as Atmospheric river delivers(see data) great ski conditions!
3/13--Rainfall catching up to normal in LA County: TWO feet of snow in local LA Mountains. SEE BIG BEAR Resort. 3/13 ...4:25 p PDT..When do DOGE cutbacks at NOAA affect weather forecasting? South...
Healthcare and Biotech Playbook as Disruption Gathers Force…Update-3. Focus on SMIDs
Update-3 ....2/14/25...Happy Valentine's Day!... RISK ON for MOMENTUM Trades in SMID Life Science List.-Big MOVERS: ABSI, ARKG, BBIO, CRSP, DNLI,,GH, MNMD,PACB, RXRX,TEM, VCYT. We missed TEM up 29%...
Can Biotech Stocks Survive the Precarious Macro?…Update-2…SMID weakness
Update-2 ...2/7 1;30 EST Risk off for SMID biotech caps on MACRO news and technicals. XBI down 2%.Renewed tariff threats. BIG tech feeling the heat on CHINA trade war? Consumer sentiment hits 7...