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Healthcare Portfolio Performance as of 6/18/21…Update-1
Update-1 6/22 Mixed day with a few nice moves. Vaccine stocks are up:BNTX,MRNA ,NVAX. Our Recent Mid-Cap Picks: CRISPR Therapeutics (CRSP( of 0.32%, Cryoport (CYRX) up 8.47% to $66 on Partnership...
Healthcare Portfolio Playbook-Time to Rebalance with MedTech…Update-1
Update-1 6/18 On a Risk-Off Day with Selling at Close NASDAQ down 0.92% to 14030, ARKG down 0.62%,IBB down 0.185, XBI down 0.6%, XLV down 1.14% at $123.74. iShares Medical Device ETF (IHI) down...
Biotech Movers During ASCO Week ending 6/11/21..Update-1
6/16 At close: Benign reaction from FED meeting. Maybe investors have accepted reality that low interest rates are not going to last forever and are less ebullient. Market needs a few days to digest...
Biotech Updates from ASCO Week: BMY, REGN, RHHBY…Update-2
Update 6/14 2p -EDT The ASCO Rally tailwind looks good whether you are a trader or long term investor. As we called it on May 31 we thought the timing was right to add positions to biotech stocks....
Biogen Approval Sparks Rally in Biotech Stocks…Update-1
Update-1 6/7/21 Biogen shares soar 38% to $395 handle as trading opens late in the day. Despite mixed opinions on the efficacy and cost of the drug many analysts and executives in the industry hail...
A Choppy May But Better Trades Lie Ahead for Biotech Stocks…Updates (4)
Update-4 6/4 11 a EDT Finally small cap biotechs catch a rally: among my holdings: CRSP, EDIT, PACB, VCYT . ARKG and IBB up. But large caps look better today.FDA authorizes Regeneron subcutaneous...
Biotech Stocks Cruise Through The Volatility…Update-1 Risk On
Update-1 5/27...AstraZeneca (AZN) inched up to $56.89 leading the large caps today. Moderna (MRNA) rose 2.25% to $179 level close to its 52 week high of $189. VIR was a big loser down 5.59% to...
Large Cap Biopharma-Good Stocks to Own While You are Waiting for the Momentum Trade…rally day!
May 20 The IBB was up over 2% and most biotechs were up. Momentum is expected to improve through July. We added to our bottom fishing on ARKG today at $78 level. Large caps perked up as well: BMY up...
Diversification is Key for Healthcare Portfolios: Update-3.. Large Caps Up
Update-3 11:20a 5/17. Large Caps continue to Look Good; Defensive with dividends and a little growth. ~1% movers as of mid-day trading: AZN, BIIB,GILD, GSK, REGN. IBB lags. Update-2 1:15p EDT...
Biopharma Stocks Stall After Earnings, Lag Over 52 Weeks..REGN
5/7/21 10:30a EDT Nice Move in Regeneron (REGN). I finally made a good option trade . I wanted to own REGN which looks undervalued (PE about 12, P/S 6.30) among large cap biopharma. Q1 Results...