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Large Cap Biopharmaceuticals Metrics and Review: JNJ Splits Up…Update-1
Update-1... 11/17...Vertex (VRTX) rises on good volume.Added to small position. Good value on fwd PE; look for an upgrade or a deal. Strong CF franchise but needs R&D milestone hit. Large Cap...
Antiviral Breakthrough Drug Disrupts Biotech Stocks…Updates-2
11/9...at close..NASDAQ lower by 0.6% after 12 day win streak. IBB down 1.34% coinciding with Biden drug pricing proposal? Large caps mixed but no sell-off. Sold my ARKG and XBI trades at about 3%...
Stocks Power to New Highs in October with Healthcare Picking up Pace…Update-2 Pfizer antiviral!
Update-2 11:30 a EDT 11/5 ...Disruption from Pfizer for Coronavirus Stocks: Pfizer shares up 8% on new experimental antiviral pill tea cuts hospitalization rates.Covid vaccine and diagnostics stocks...
Healthcare Stocks Boosted by Earnings…Update-3 rally time!
Update-3 11am 10/28 Rally Time! NAZDAQ up 1.22% to 15422. This rally could be signaling Biden getting his economic bill approved without Medicare Drug legislation and less onerous taxes. We'll see....
First Big SnowStorm of 2021 Arrives for Mammoth Mountain Opening Next Week
10/27/21 Update on LaNina Conditions Check NOAA climate for storms on the horizon. We cannot see anything so a dry period lies ahead . However NW US should see more precipitation. First Big...
Broad Market Rally But Biotech Stocks Get Left Behind…Update-1 JNJ leads the way
Update-1 ...10/21Abbott (ABT) stock soars 7 points since earnings beat.Guidance raised. Update-1 10/19 ...Healthcare Stocks Get a Lift from JNJ up 2.34% to $163 handle on an earnings beat with...
Biotech Stocks Are Lagging, Time to Rebalance Your Healthcare Portfolio? Update-3
Update-3 10/15/21 10/15/21...9/20a Broad rally carries biotech stocks off recent bottom with IBB to $155 to $157.87...XBI up 1.67% to $127.10. But technology shares gave been stronger. Retail sales...
A Pivotal Month for Biotech Stocks After a Sell-Off Week…Update-2
Update-2 10/7/21...Nice broad rally day with temporary relief from the political spat on the debt ceiling. All of our mid-cap focus stocks were up: CRSP CYRX PACB QDEL and VCYT. We need to get...
Biotech Playbook Revisited As Technicals Weaken…Update-3
Update-3 10/1 10:35a ...Merck Oral COVID Drug disrupts markets.MRK up 9% vaccine stocks down. IBB down 3.2% to $156 handle. Update-3 (continued at 10/1 close) Merck oral COVID drug leads rally with...
Biotech and Healthcare Portfolio 2021 as of 9/17…Update-3
Update 3...IBB teetering along SEP Support of $170: 9/24..A lot of red today XBI down 2%. Large caps down as well. BNTX down over 5%. Update-2 Another good day for life science stocks. Still...