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Healthcare Stocks are Coming Back Fast Boosted by Biotechs…Update-1 Q3 earnings
Update-1 10/28... Earnings Update: UNH beats Q3, raises guidance full year e $14.90, revenue of $113B misses with YoY 12% growth, but looks like a safe hold. Regeneron beats earnings and Revenue Q3...
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...
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...
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....
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...
The Innovation Trade: Biotech Momentum Should Continue through Q4…Update-1…Healthcare Stocks Rally with Biotechs
Update-2 10/2/25... MAJOR Market Indexes compared to biotech: QQQ up 18.48% at $605.73, S&P 500 (SPY) up 14.19% at $669.22, DJI up 9.34% at 46,519. Ark Genomic Revolution (ARKG) up 26.58% ytd...
So Healthcare Continues as a Lagging Sector but Biotech is Looking Better…Update-1
Update-1 9/24/25...A quiet day in biotech except for uniQure N.V.(QURE) soaring over 247% tp $47.50 on a potential gene therapy (AMT-130) cure for Huntington's Disease!. Huntington’s disease is an...
Biotech Small Cap Momentum Eases…Update-1 Huge Week for Small Cap Biotech Stocks
Update-1 9/19/25. It was Huge Week for Small Cap Biotech with all major biotech tracking ETFs UP: Unfortunately traders took profits on Friday. We will review our trades over the weekend. The IWM...
Healthcare Sector is Still Lagging- Can you Beat the S&P 500 with more Biotech?…. Update-1. biotechs!
Update-1 SMID biotechs rally underway as all there of our tracking ETFs are up ARKG up 5.6% , IBB, up 1.57%, XBI up 1.345 as a broad based rally pullls many stocks to new highs. Interest rate cut...
Small Cap Biopharmaceutical Stocks: Interim Update-3 Focus stocks: CBIO, PSNL, XNCR.
Small Cap Biopharma Stocks: Momentum Looks Good for Gains Our bellwether ETFs for this group are: Ark Genomic Revolution (ARKG) up 3% 1m and 5% YTD; S&P SPDR Biotech( XBI) up 7.66% 1m and 3.79%...