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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...
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...