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Choppy Markets Ahead as We Wait for Q3 Earnings and a Grim September
Choppy Markets Ahead for a Seasonally Weak September Biotech stocks remain in a bull market with strong fundamentals, M&A and technology trends but momentum has eased from summer highs. The 3...
Sector Watch: Now Biotech and Healthcare has the Momentum as Rotation Continues–Update-3 8/29
Update-3,,,,8/29/26....Despite some big news this week, healthcare and biotech stocks reversed and sold off from the 2026 top. Revolution Medicine (RVMD) sold off 6% from its daily trading high on...
Large Cap Biopharma Boosts Portfolio Gains…Update-2 8/21/26 Green screen day
8/21/26...Another big day for biotech makes me want to review my SMID Biotech Focus list in depth as many of our stocks are near YTD highs and both the IBB and XBI are within 2% of highs so a...
Healthcare Sector Strategies: You Need a Little Biotech! Update-2…8/18 SMID biotechs soar
Update-2 ...8/18/26. ....SMID Biotechs soar: Top PIck Xencor (XNCR) up 9.9% on improved P&L, more news on the way.. BridgeBio Pharma up 3.87% on financing, oversubscribed. SCRIBE (SCTX) surges...
Vacation Week Aug 3-7 but we will do updates on Biotech and Sectors ….Update-8/7
8/7/26 Update.....One of the best weeks of the year during s sizzling summer! See comparisons below. a green screen day with the XBI up 1.86% to $157, ARKG up 6% to $43. Notable biotech winners...
Sector Snapshot: Technology Stocks are lagging so Check Weighting for Energy and Healthcare
Update 8/6..Energy is back with IRAN holding the cards. Healhcare still looks good without volatility . MedTECH looking better: ABT,BDX etc. Why is ILMN down today? Update-1 8/4/26 12:37P...Biotech...
MedTech Sector is near its lows-what is going on? Update-2… 7/28/26
7/29/26...Earnings: GE Healthcare (GEHC) up 11.46% on a beat with EPS $1.13 on $5.3B revenue and record orders. 7/28/26...Rotation out of Tech and Chip stocks brings in buyers to the healthcare...
SMID Biotech Stocks were Cruising to New Highs until Friday’s Speed Bump…Update-6…ARKG, PSNL,XNCR!
7/21/26...An unexpected SMID rally with the ARKG up 3.34%, XBI up 2.31% to $154.32. Crazy! Here are some of the 3% movers: from our focus list ARKG, ADPT, AMRX, AXSM, COGT, CRMD, CYRX, DNLI, DNTH,...
Innovation Drives Gains in Biotech Stocks…Update -4 Sell-Off in biotech SMIDs!
Update-4 7/10/26 11:45a Watch out for Friday afternoons. A sell-off is developing in SMID biotechs with the XBI down 4.35% to the $157 level and a red screen day in my model. 7/10/26 After the...
Biotech Stocks Gain Momentum with Prospects for a Good Week…Update-4 Rotation Week into Biotech
6/29/26....We will update SMID cap biotechs tomorrow but you should review our January summary post after the JPMorgan Healthcare Conference. 6/27/26 ,,,Update-4: A Big Week for Biotech and...