Blog / Archives
Biotech Stocks Can Provide Growth and Value in a Volatile Market…Update-1 Rally time!
Best Rally Since June 2020 Eases Fear of Rate Rise A rise in Treasury yields curbed the Government Bond rout from last week. Vaccine roll out now with JNJ continues to be the driver with hopes of...
Whoa -Do We have Stealth Correction in Biotech Stocks?…Update-2
Update-2 2/25...Correction seems more real just after market indices hit new highs yesterday: QQQ down 3.49% piercing 200 MA at $312.83. An unusual down day when both bonds and stocks take a hit...
Large Cap Biopharma Stalled With Move to Small Caps and Reflation Trade…Update-2 Sell-Off
Update-2 2/17-11a...Biopharma stocks up on a down day: ABBV, AZN, BMY, MRK, VRTX with IBB off 0.5%. Update-1 Continued Sell-off in Biopharma and now Coronavirus Stocks The market was flattish with...
Healthcare Sector Lags But Small Caps are Strong…Update-1 -FEB 11-AXDX, GNMK
Update-1 FEB 11, Momentum easing with some good stocks moves, XBI off 1.3% to $165.83. Coronavirus focus stocks are mixed with our holdings doing well. ABT up 1.24%, HOLX up 0.53% and Genmark...
Healthcare Portfolio Update -January 2021…Update-1 Strong bounce-back
Update-1 Strong bounce-back with NAZ up 2.55% and XBI up 4.36% to $159.54 XBI rally mirrors IWM up 2.62%. Technology running strong with QQQ up 2.72%. Second their COVID Vaccine plays up again:INO,...
Atmospheric River Sierra Storm …post storm update for CA 1/31/21
1/31 21 post storm update: Great Photos from LATimes. Danger in the Dump at Mammoth. ========== Atmospheric River (AR) Sierra Storm Approaching: Cold Moderate AR We will provide updates and here are...
Frothy Daze Are Here Again!..Update-2 VIR rolls over!
1/28/21 Update-2 VIR Hits $140 yesterday then rolls over to $58+ today! JPMorgan downgraded VIR letting some of the air out of the ballon. The recent speculation may have been about a VIR antibody...
Rayno Biobeat #1: Biopharma Leads Healthcare Portfolio 2020-21…Update-1
Update-1 Biotech Momentum Slows but Holding Near Top-XBI at $152. Most of the market focus has been on COVID vaccines supply and distribution but major earnings calls roll out next week. Vaccine...
J.P.Morgan Healthcare Conference 2021 #2: COVID Vaccines Based on mRNA Platform
J.P. Morgan Healthcare Conference On a Rally Week-COVID Vaccines based on mRNA Platform COVID Vaccine availability drives the market and the global economy. The Vaccine market is huge with a long...
J.P.Morgan Healthcare Conference 2021: Current Portfolio Positions #1
JPMorgan Healthcare Conference Notes #1: Current Portfolio Positions Focus is Coronavirus diagnostics and vaccines. Gene therapy is poised for next wave: The Conference boosted many stocks as you...