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Biotech and Healthcare Portfolio Playbook for December 2023/24…Update-1…XBI spikes
Update cont.,,,New picks had a good day: ABB up 2.81% PFE up 1.3%, in strong drug group. But November ever for S&P. PCE inflation downto 3.5%, PPE up. Update-1...11/30. 11a Dealmaking perks up...
Are you a Trader or Investor: Biotech Momentum Is Picking Up…Update-1
Update-1 11/22...Another good day but as the S&P 500 approaches 4,600 we are near the top of the range from Aug 1, when the recent sell-off began. The QQQ hit a new high at 390 exceeding the JUL...
Another Weak Month for Healthcare and Biotech Stocks: What’s going on?,,,,Update-2….Small cap rally!
Update-2 Small cap biotech rally continues..11/15/23.. 10:30am EST......As per previous post we are now in the beginning of an SMID Rally.See our post from last week with potential trades many of...
Risk On for Biotech-Time To Trade the Small CAPS!…Update-2…caution?
Update-2 11/10/23...Reversal from yesterday's bad tape, back to TECH stocks and NAZ up 2%. Small caps up but lagging same for biopharma. Hologic a big winner, other SMID winners: CRSP, QDEL,SUPN,...
Healthcare Playbook: Hardly Defensive with a Covid Hangover in Biotech…Update-2…smallcaps moving!
Update-2 11/4/23...Small caps starting to show momentum after a big week with QQQ up over 6%, IWM up 7.56%, IJR up 7.45%. Seasonality of Q4 gains off to a good start. Broad market rally was sparked...
Pivotal Week Coming Up: Big Tech Earnings, Geopolitics, Technicals, Treasury Yield etc. Update-2… After a challenging week
Update-2 10/30...10:30a EDT Rally or not? I will post tomorrow to see if rally holds from gloomy sentiment driven by MACRO. Stocks we follow that are up on opening: ABBV, LLY, MRK. SMID...
Raygent Healthcare Portfolio Focus Stocks…Update-1…ABT, MRK
Update-2 10/20 Merck (MRK) pops over 2% to $102+ on ADC deal with Daiichi Sankyo. Collaboration combines Daiichi Sankyo’s proven ADC expertise and DXd technology with Merck’s deep experience in...
Large Cap Biopharmaceuticals-Core Holdings for Your Healthcare Portfolio Until M&A Action Picks UP…Update-4…JNJ
Update-4 10/17...JNJ now reporting as a stand-alone biopharmaceutical and medical device Company raised its profit forecast helped by demand from it anti-inflammatory drug Stelara and reported a...
Three of our Top Picks for Your Healthcare Portfolio…Update-4…ABBV, GEHC,UNH….
Update-4 10/7...We will update our biopharma playbook next week with a focus on large caps. Our current picks are: Abbvie (ABBV), Lilly (LLY), Regeneron (REGN), and Vertex (VRTX); Pfizer (PFE) is a...
Rayno MedTech,DX and Life Science Tools: It’s Time to Prospect for Winners…Update-1
Update-1 We bought a little GEHealth (GEHC) and will add Ii our MedTech prospect list.. GEHC is leader in medical imaging and should benefit from healthcare demographics and advances in software...