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Life Science Mutual Funds compared to ETFs and What is in your Portfolio? Update-1
Update-1 9/2 Biotechs nudge off bottom with IBB at 3 month high at $130 level. FTC concedes Amgen fight over Horizon deal. XBI finds an uptick of 2.44% to $81 handle on Friday. MedTech still...
Large Cap Biopharmaceuticals Performance 2023 YTD: Mixed Results but Lilly is a Big Winner…Update-2
Best stock picks in large cap biopharma.
Overweight Healthcare Stocks As Uncertain Market Lies Ahead…Update-4
Update-4 Healthcare stocks hit hard with XLV down 0.77% to $133 handle. But CVS is down 8.43% on Caremark PBM trouble as Blue Shield moves to Amazon. UNH down 1.93% on disruption scenario with PBMs?...
Big Weeks Ahead for MedTech and Life Science Stocks …Update-4
Hot fun in the summertime! Will try to post a new article on Healthcare and Biotech tomorrow August 7. Update-4 Aug 3...Large cap biopharmas favored as spec stocks fade with XBI at $81 handle...
Rayno BioBeat: Playbook Revisited as UNH Beat Could Help Sagging Healthcare Stocks…Update-2 rotation pivot
Update-2 Jy 22 Catch-up Rally last week continues in MedTech and Diagnostics: ABT our top pick up 5.89% to $114.29, DHR up 6.38% to $255.88,IHI up 1.32% to $57.59,TMO up 6.89% to $562. New Pick...
Biotech Blues: Stay Balanced Through July Earnings Season …Update-4 …JY 12: Biotech rally time!
Update-4 JY 12...Some biotech strength in usual suspects but exciting news drives smaller more speculative stocks. Recursion pharmaceuticals (RXRX) up 78% on $50M Nvidia drug discovery deal. As...
Large Cap Biopharma Buffeted By Big Gov, Choppy Days Ahead …Update-2
Update-2 Flashback from 1/19 and 2018 Performance. Big winner in 2018 was MRK up 33% to $76.41 but 2018 was a bad year with the XBI down 15% to $71.75. But Regeneron was a bargain on 1/19 at $373....
Biotech and Healthcare Stocks Lagging
Healthcare Stocks Lag but Trading Action is Picking up in Biotech Large Cap Biopharma are core holdings: ABBV, LLY, MRK, REGN, VRTX etc. Healthcare is a laggard with XLV down YTD but UNH is still a...
Macro Muddle Coming Up as Market Exceeds Expectations, Small Caps Gain Ground…Update-2
Update-2 6/18...11 a EDT, Medtech Rally: FSMEX , IHI, ABT, BSX etc. Update-1 2P EDT 6/14...FED day brings volatility and easing of momentum. Don't fight the tape with small caps weak. XBI is down...
Market Mixes it Up With a Broad Rally…Update-2 6/7/23
FOCUS on SMID biotech stocks. Update-2 ..more rotation out of tech and large cap biopharma and healthcare (UNH, XLV still weak) into value and cyclicals; energy very strong we'll see. We still...