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Large Cap Biopharmaceutical Metrics as of Q2 earnings 2022…Update-2 9/1…Biopharmas rally
9/1/22. Biopharmaceuticals rally...another choppy session with aa last hour rally bringing Dow and S&P in the green. Strength in ABBV, REGN,PFE, LLY, VRTX. check them out vs chart below; AZN...
Check your Portfolio for Small Cap Weighting: Growth , Innovation or Speculation? Update-1
8/25/22 Small caps are rallying. XBI is flat at the $89 handle but many of the picks below are up nicely:CRSP CYRX EVH VCYT. Market coming to Powell with speech tomorrow. Bears are wary of volatile...
Small Cap Biotechs Perk-up on Dealmaking…Update-3 Volatility rising in sell-off
Update-3 on JY 11 We will offer 3 updates in coming days: Healthcare Model, Large Cap Biopharma and Small/mid caps. Here are some notes on today's market action: Momentum appears to be ebbing on...
On Vacation Thru August 5…
On Vacation thru August 5 JY 26 2P EDT...Healthcare portfolios look good. :Large cap biopharmas green. IBB up 0.9% at $123.75.
Broad Market Rallies Despite Currency Headwinds
Broad Market Rallies Despite Currency Headwinds Healthcare (XLV) was down 2.11% yesterday but stabilized today at $129 handle. MedTech (IHI) is up 2.8%. a must have sector in your healthcare...
Small Cap Biotech Stocks are Trending Well…Update-1
Update-1 JY/21...Small Cap Rally Intact especially with Speculative Stocks Ok we got our nice small cap rally. Most of these stocks are somewhat isolated from macro and financials. But they need...
Small Cap Biotechs Regain Momentum…Update-3 Healthcare rally led by vaccine stocks
Update-3 JY 15 3:30p... Broad rally led by DOW up 1.91%. Healthcare rally XLV up 2%, led by vaccine stocks as variants like BA.5 infection case counts pick up. MRNA, BNTX, NVAX all up over 3%....
Healthcare Stocks Pivot to Smaller Cap Biotechs…Update-1 biotech rally intact
UPDATE-1 JY7 Biotech rally intact. The rally from the June 15 bottom and breakthrough technicals on June 23 is confirmed. Biotechs were so beaten down with valuations at cash levels. Our new picks...
Healthcare Stocks Lead the Way Up Even Boosting Small Cap Biotech…Update -3 rally
Update-3 July 5 11a EDT Rally in speculative biotech stocks with XBI up1.85% to $77 handle. Early movers: AGEN, CRSP, CYRX, DNA, QDEL, ROIV, VCYT all on our focus list. Added to Moderna (MRNA) at...
Bear Market Rally Lifts HealthCare Stocks Off Bottom…Update-2 Stealth rally
Update-2 June 22...Market ends trading day flattish with usual choppiness focused on macro after Powell speaks. Recession fears dominate with energy stocks down again. Bright spot is healthcare...