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Large Cap Biopharmaceutical Metrics and Performance Q1 2025
Large Cap Biopharmaceuticals- Performance Metrics The best performing biopharma stocks YTD were: ABBV up 8.5%, AMGN up 11.8%, AZN up 12%, GILD up 12.7%, LLY up 9.4%, VRTX up 14%. The worst...
SMID Biotech Stocks had a Good Week despite crosscurrents
SMID Biotech Stocks Rallied Nicely the Week of 2/13/25 Selected SMID life science stocks had a good week in a bifurcated market. Large cap biopharmas earnings have been strong and comprise the...
BIG RAINS coming to SOCAL: Update 3/13 as Atmospheric river delivers(see data) great ski conditions!
3/13--Rainfall catching up to normal in LA County: TWO feet of snow in local LA Mountains. SEE BIG BEAR Resort. 3/13 ...4:25 p PDT..When do DOGE cutbacks at NOAA affect weather forecasting? South...
Healthcare and Biotech Playbook as Disruption Gathers Force…Update-3. Focus on SMIDs
Update-3 ....2/14/25...Happy Valentine's Day!... RISK ON for MOMENTUM Trades in SMID Life Science List.-Big MOVERS: ABSI, ARKG, BBIO, CRSP, DNLI,,GH, MNMD,PACB, RXRX,TEM, VCYT. We missed TEM up 29%...
Can Biotech Stocks Survive the Precarious Macro?…Update-2…SMID weakness
Update-2 ...2/7 1;30 EST Risk off for SMID biotech caps on MACRO news and technicals. XBI down 2%.Renewed tariff threats. BIG tech feeling the heat on CHINA trade war? Consumer sentiment hits 7...
Biotech and Healthcare Stocks Poised for Gains Ahead: PART 2-SMID biotech trades….Update-2 SUPN
update-2 2/4/25 SUPERNUS gets FDA approval for infusion device. Update-1 JAN 31..2:15 p EST.. BIG movers up 5% two of our large cap picks ABBV on stong immunology revenues and VRTX. up on FDA...
Biotech and Healthcare Stocks Poised for Gains Ahead
Looks Good for Biotech Stocks-Why we are bullish. Technicals and Relative Strength (RSI) are lined up for bullish trades and good momentum. Biopharmaceuticals offer good value and new themes such as...
Healthcare and Biotech Stocks Lag the Market Again….Update-2 Biotechs continue to rally..
Update-2 1/23/25...Biotech SMIDs continue to rally: Added to BMY with a 4% yield and strong technicals. Momentum ETFS in biotech up :ARKG XBI. Check SMID trading list: ADPT, BBIO, EXEL,GH,...
JPM Healthcare Conference Day One… Jan 13,2025: A Bit of Relief…Update-1
Update-1 1/14/25...Further Updates from JPM Healthcare will be delayed due to WEB Publishing issues (hacks) and travel plans. 1/15/25...10a EST --Core CPI is 0.2% lower than 0.3% expected so its a...
La Niña from HELL! 2025 Update-2…Finally a little rain
Update-2 1/27/25..Jetstream Loop brings rain to SoCal after 8 month drought. Updates coming from NOAAA including CIimate Report during upcoming Polar Vortex week of 1/20 . So winds from Santa Ana to...