Blog / Archives
BIO International Convention This Week June 27-30; News on AMGN,GILD
We will be attending the BIO Meeting in Washington DC and will not be posting as usual. Note that there were two news items over the weekend on our portfolio stocks: A positive article on Gilead...
Wild Day on Wall Street: Did the RoboTraders Take Over?
Techs and Biotechs Turn Around Its up- its down- its way down -its coming back.At the end of the day NASDAQ recovered up 0.66% after being down more than 1.4%, the Dow was down 0.49% and the...
MicroCaps Revisited: CONX, ICCC, IVD
Last December we reviewed three low market cap diagnostic stocks that had product revenue, deal or news potential and value. All are up from our last review and Immucell(ICCC $6.97) has appreciated...
Second Big Rally Day Led by Materials, Technology and Energy: Healthcare Stocks Lag
The market touched the March lows last Friday , down for the year, and buyers swarmed in.Biotechs were strong yesterday buffering tech weakness and today the baton was passed to several sectors with...
Biotech Stocks Lead NASDAQ-100 Rally:BIIB,CELG,GILD
NASDAQ stocks rallied today just off March 2011 QQQ bottoms led by large cap biotech stocks.The NASDAQ 100 is up 0.6% led by Biogen Idec(BIIB) up 4.26%, Celgene (CELG) up 3.27%, and Gilead (GILD) up...
Diagnostics and Tools Update:EXAS,GNMK,QGEN, RGDX
Busy Day Today -Overall a Lot of Green Screen The diagnostics and tools sector has seen resilience over the past 30 days as the market corrected 7% or more.Bellwether large cap tools stocks with...
Flight to Safety with Greek Crisis: Some Biotech Winners-SQNM,REGN
Europe debt woes, riots in Greece and a 3% CPI increase for a 12 month period spooked investors. All sectors sold off today with major indices down: NASDAQ off 1.77%,Dow off 1.5%,S&P off 1.7%....
Relief Rally Boosts Biotechs: BIIB,EXEL,REGN
The market rallied today with the NASDAQ up 1.48 % and the S&P up 1.26%. The leading sectors today were capital goods , materials and energy. Biotechs overall were up only 0.8% but were much...
Post-ASCO Scoreboard Part 2
Following up on the previous post we can review selected small and mid-stocks participating in the ASCO Conference look at performance over 3 months from March 14 to June 13 including a 7%...
ASCO Winners Part 1: ARIA,ECYT,INCY
Despite an ASCO "sell on the news" and a severe Q2 correction some mid and small cap cancer related stocks are still up although off their highs. See commentary and news from earlier posts. More on...