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Large Cap Biopharmaceuticals Q1 2023: In This Bullish Run Biotech Lags…Updates-2…JNJ, UNH, XLV
Update-2 4/5/23...2:20p EDT..Healthcare and other defensive groups continue to run up as concerns grow about rising rates in a slowing economy. Biopharma +2% movers:AZN, GSK, LLY, MRK,PFE, RHHBY,...
Biotech and Life Science Trades: Q1 2023 Performance By the Numbers
Biotech and Life Science Trades Q1 2023 By the Numbers Leading sectors in Q1 were Tech and Semis.The SPY was up 7% YTD. Small caps beginning to trend up. Healthcare lagging XLV down 5.5% as...
Can Healthcare Stocks Survive Macro Headwinds?…. Update-1
Update-1 3/28/23..Sector rotation continues with energy, materials leading today and healthcare, technology down slightly. Consumer confidence rises to 104.2 despite bank failures. Commodities...
How Did Biotech Stocks Perform in this Turbulent Week? Update-2 healthcare and biopharma rally
Update-2 3/24..12;15p ..Biopharma and healthcare stocks rally. Update over weekend. ABBV AMGN BIIB GILD REGN VRTX and UNH and Medtech ISRG MDT...small caps EVH PACB. Update-1 3/22...Away from...
Small Cap Biotechs Slammed by SVB Collapse
Small Cap Biotechs Slammed by SVB Collapse Small Cap biotechs have been hit hard and needs time to sort out. Momentum and sentiment in a risk-off mode. Opportunity to assess good stocks for longer...
Healthcare Is Lagging but Biotech Offers Good Potential for Value and Trading…UPDATE-2 Sell Off Continues with SVB news
Update-2 3/9/23... Silicon Valley Bank Collapse triggers more selling in small cap biotechs.Sold XBI at $79 for 4% profit now at $75. Large cap biopharma holding up well in green. Jobs grew solidly...
SMID Life Science Stocks Update : The Momentum Run Is Over-Risk Off…Update-2 Bit of a Rally
Update-2 3/2 Better tape action today. Big winners: CRSP, CYRX, NTLA, NVTA, QDEL, PACB,SUPN. Review on Weekend. Cowen conference next week March 8 should help life science sector. Update-1 2/28...
SMID Cap Life Science Update: Are You an Investor or Trader?
SMID Life Science Stocks: Investor or Trader? Despite choppy trading there is an upward tilt to life science stocks since 9/26/22 lows. Three stocks are strong holds: EVH,HOLX and QDEL. Can gene...
Large Cap Biopharmaceuticals: Bearish Sentiment Curbs Buyers…Update-3 Healthcare gains, energy, techs lose…
2/17 Mid-day trading shows healthcare and biopharma gainers , tech losers as FEDspeak (Bullard, Nestor) reiterates rates rising juxtaposed with recession risk rising. Large cap winners: ABBV,AMGN,...
When Small Cap Biotechs Lose Momentum: Are you an Investor or Trader? Update-2 QDEL
Update-2 2/17...QDEL beats on earnings and revenue of $3.37B. EPS of $13.80.Business combination with Ortho still in flux. Stock looks good on technical basis with accumulation. Good value with P/S...