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Biotech Playbook 2021 Part II: Rotation Rally Brings Relief after FED Pivot…Update-1 …12/27 New highs!
Update-1 12/27 Strong rally day with record closes S&P up 1.38%, NAZ up 1.39%. Megacaps rule AAPL,FB,GOOG, MSFT. Strongest sectors energy and tech. Santa Claus rally is finally here. Retail...
Biotech Playbook 2021: No Help From Small Caps in Q4…Update-3
Update-3 12/17...10:51 EDT Good day for a pivot up? Nibbled on some IBB and XBI. Our top large cap pick VRTX continue to run. NAZ up now 0.22%.Volatility rules. Update-2...Powell transitions FED...
Finally Snow and Rain Hit all of California and a Wet Period Lies Ahead …Update-12/14
Update-12/14 Storm Update from Mammoth Snowman as storm winds down. High winds and ten foot drifts! Should be cleaned up for mountain action tomorrow Winter Storm Warning -Mono County...
How Did Healthcare Stocks Perform Over This Volatile Month?…Update-2
12/10/21Update-1 A good week with S&P At New Highs despite inflation at 40 year highs at 6.8%. Infotech leading way up. Small cap biotech still lagging near lows for the year. XBI at $110 could...
Covid is Back Disrupting Markets and Causing More Sector Uncertainty…Update-3 Jittery
Update=3 12/3...Another whipsaw day if you are in Tech stocks (Docusign?) or small cap growth. Blame profit taking ,omicron or tough taper talk. But large cap biopharma held up well: ABBV ABT BMY...
Biotech Stocks are Due for a Rally…Update-2 Vertex is stock to watch
Update-2 11/29 ...New Rule- after four downgrades at new lows a stock is a buy. VRTX up over 4% today to $191.5. Is an upgrade coming before or after JPMorgan Healthcare? Update-1 11/23/21... Large...
Looking for Growth in Small and Mid Cap Life Science Stocks…Update-1
11/18/21...UPDATE. 230p EDT Life Science Stocks Lag Techs and Semis.. Major Indices are flat. Small cap stocks have lost momentum in a market that favors big tech and new themes like digitalization...
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...