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Large Cap Biopharmaceuticals Lead the Way for Healthcare Investors…Update-1
Update-1 11/15 Merck buys Cedara for $9.2B for long acting Flu drug. An alternative to vaccines? CDTX up 105% IBB at $164.30 approaching highs of AUG 2021 of $177. Large Cap Biopharma Stocks Lead...
What’s Behind the Moves in the Healthcare Sector: Many Options for investing-Biotech, Medtech, Tools.
An abrupt reversal from "Risk-Off" sentiment launched a rally in some SMID biotechs, precious metals and AI / Semiconductor stocks. The NAZ was up 2.25%. Health Science stocks did well today:...
Healthcare Stocks are Coming Back Fast Boosted by Biotechs…Update-6 COGT !…. And a choppy “risk off market”, a deal on weight -loss drugs.
Update-6 11/10/25...SMID Biotechs in a romp!...Cogent Biosciences (COGT) up 130% on Phase 3 Study. XBI up 1.5% at $110 level. Update-5...11:11a 11/7/25...XBI slices thru support of 20 day down 2.4%...
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...