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SMID Biotech Stocks Poised for a Move This Quarter: Is the Innovation Trade Back?..Update-2 5/4… ADPT, other movers…
Update-2 5/4/24: a great week for SMID biotechs here are some winners; From our trading list stocks near 52 week highs: ADMA, ADPT, BBIO, CPRX, EXEL, GH, RYTM. XBI at $83.50 down 7.28% YTD, up 3.6%...
Large Cap Biopharmaceutical Update: Mixed Performance as Tariffs Loom…Update-2…4/29…Good gains in pharma and medtech
Update-2..4/29...3p EDT...Novartis (NVS) stock up over 1% on earnings beat raised guidance. Broad pipeline in four therapeutic areas. Good value with FWD PE of 14.9,PS of 4.3, Div.of 3.5%, RSI...
Bear Market Rally Spurs Biotech Stocks: A Primer on Tariffs…Update-3…Pivot Day Confirmed
Update-3 ...ABBVIE (ABBV) beat with adj. EPS 2.46 earnings and revenues of $13.343B an increase of 4%, but tariff issues lurking,,, I$10M investments will be made in U.S. Strong sales $6.264B of...
Healthcare Sector Update: MEDtech and Diagnostics…UPDATE-2 …XBI green along with SMID biotechs!
Update-2 4/21/25...11a EDT..XBI trying to bounce in mid 70s up 1% at $76 handle. SMID biotech movers: EYPT RYTM RZLT WVE GPCR etc. Update-1 4/17/25--UNH shares crash over 20% on earnings release...
Healthcare Sector Update…..coming at end of the day 4/16/25
Amidst the tariff chaos we may get clues from one of the most defensive sectors of the market-healthcare stocks. Recently we provided a playbook of positions for those actively managing their...
Is it a Good Time to Trade Small Cap Biotech Stocks?– 3 Steps to Consider…Update-3 …How do NIH cutbacks affect ongoing clinical trials?
UPDATE 4/15/25: Nice Rally in SMID BiOTECH on Monday then faded. UPDATE tomorrow with UNH Congress needs to do their job and prioritize cancer research funding especially for clinical trials....
Hell Week in March 2025: Detoxing with Tariffs until April 2? Update-4…No Liberation from new BEAR today as of 4/4 11a
Update-4 4/6/25 ...Signposts at end of Hell Week, here are values: XLV at 135.28...down 6.39% week ,1.66% YTD, IBB at $117.16 down 10.08% week, 11.38% YTD, XBI at $73.66 down 12.73% % week, 18.21%...
Healthcare and Biotech Sector Update-2025 YTD: Are Healthcare Stocks really Defensive during Macro Turmoil? Update-3
Update-3 The answer is YES healhcare stocks are DEFENSIVE. SEE next post. Update-2 March 27 3P EDT....Large caps holding after brief SELL-OFF earlier this week. Added to VRTX today. Losing interest...
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...