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Wild Week of Rotation: Sector Performance 2026…Update-3… 2/12/26…the AI effect!
Update-3 2/15/26...More rotation ahead or waiting for Trump " State of the Nation?". Biotech stocks peaked on1/22 with the XBI at the $131 handle and now at $122.86. Here are current sector trends...
Large Cap Biopharmaceuticals: A Core Position for a Healthcare Portfolio…Update-5…hot stock EVMN
Update-5 2/10...Evommune (EVMN) up over 70% to the $29 level on Ph.2 a proof of concept trial for moderate to severe atopic dermatitis. The Company completed an IPO at $16/sh in NOV. '25 for...
Healthcare Sector Review: Biopharma and Genomics are Strong
Healthcare Sector Review January 2026 This should be a good time to set markers in anticipation of earnings and after a sell-off in health insurance stocks as well as severe re-balancing in...
Update to our Trading Model for SMID Biotech Stocks 2026…Update-5 UNH down on 2026 outlook and Medicare Plans
Update-5 1/27/27...The XLV was down 1.68% today primarily because UNH took \about a 20% hit on their 2026 outlook and proposed Medicare reimbursement from CMMS. Given the Administration's posture to...
Influenza Update-Influenza A (H3N2): How Bad is this Season?
FLU Season 2026-Declining but Widespread We saw several news updates on the 2025-26 Flu season and here is some of the latest information. This article from VOX is useful but if you are not a...
Large Cap Biopharmaceuticals: Performance Metrics-January 2026: Growth plus Dividends…Update-4…Biotech is still bullish…..
Rayno BIObeat Day One : We will summarize at the end of the week. Today there was a nice recovery in Precision Oncology stocks and sequencing. 1/16/26....3p EST Traders are taking their profits...
Health Science Stocks: Recent Picks and Year End Trading…green screen day alert!.. Update-3 January Five.
1/5/26..A red screen day in biotech and biopharma : SMID caps brought two ETFS down about 1% but damage in SMIDs was contained off the lows. some stocks we own were actually up over 2%: CYRX up...
Top Down Review of Healthcare and Biotech Stocks: Growth Opportunities in Biopharma and Genomics….Updates 12/20
Update-3 12/20/25....A recovery week for biotech with XBI up 0.24% at $123.43 after being down to the $119 level,, IBB u p0.46% at $170.20 after being down to $165,76. Many stocks were up big on...
Traders and Investors are Winning with Biotech Stocks…Update-1
Update-1 12/13/25..Biotechs hold for the week as rotation moves out of Tech stocks; The IBB is down 0.51% but up 28% YTD at $169.42; XBI is down o.23% up 36.7% YTD at $123; ARKG down 2.36%, up...
Biotech Stocks Cruise to New Highs While Boosting Healthcare Sector…Update-3 DEC 5…alert
Update-3 12/5/25...3:15 PST...EYPT still strong up another 5%;.ADPT down another big 14%-Benziga has a note on a Natera buyout that must be related to drop in ADPT stock. More later but more...