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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...
Healthcare Playbook Revisited-Growth Plus Value…Update-1
9/14/23..Update...TECH stocks and AI remains the resilient theme of the market, all indices up, with successful ARM IPO up over 24% and good ADBE earnings. Healthcare remains a laggard so review...
Healthcare Portfolio: A Mixed Market Looking for Value…Update-2
9/8/23...215 EDT B.of A. upgrades laggard Gilead Sciences (GILD) stock rises 2.5% to $75 handle. Div. 3.96%,FWD PE 10.45, P/S 3.44. 9/8/23...10:45 EDT.Markets follow 10 yr yield with rally at 4.22%....