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Happy New Year 2021!
Happy New Year 2021! We had some technical issues with our WEB site that were compounded by holiday support availability. In the coming weeks we want to provide important life science market...
Healthcare Investing Made Simple-Getting Worn Out From Trading?…Update-1
Update-1 12/21...a good day despite flat indices with the XBI up 1.68% to $150, IBB flattish at $156. Momentum still favors small cap speculation. Gene therapy stocks are running hard but I own EDIT...
Rayno BioBeat December 2020: Frothy Days Are Here Again-Momentum Traders Rule-Update 1
Update-1. 12/15...With Biden being declared a winner the focus of macro turns to stimulus talks and the FED Meeting tomorrow. The market ebullience returned today with all major indices up over 1%....
Healthcare Stocks Perk Up Amidst the Speculative Fervor-Risk On…Update-4…EDIT,SGMO.
Update-4 12/10....Nice snapback rally in NASDAQ up 0.54% with many nice moves in gene therapy from ASH. XBI up 3.69% ASH gives us two big wins : EDIT up 32% on IND application for sickle disease;...
November Rally In Biotech with Small Caps Taking Off
November Rally in Biotech and with Broadening to Other Sectors Small caps taking off including XBI up 12%, IWM up 16.5% (11.2% YTD). Healthcare lagging a bit with the XLV up only 3.35% vs SPY up...
Large Cap Biopharma Performance and Metrics Q3 2020; ETFs Are Winners-Update-3
Update-3 11/27 12p EST....Biotech rally underway with XBI at $130. Momentum market.IBB at 142.94.Small caps outpacing large caps. Vaccine stocks continue to run: BNTX, MRNA, NVAX. Gene editing...
Re-Opening Trade is On Despite a Backdrop of COVID Cases Surging…Update-1
Update-1 11/20...a bit of a sell-off at the end of the day probably on Mnuchin "war of words" with FED on $500B. "Re-opening type" trades in XLF and XLI both down 0.9%;XLK down 1%. Materials doing...
Healthcare Portfolio Performance: Small Stocks Perk Up !…Update-1
Update-1 11/16 ...Healthcare Stocks Underperform-Rotation or Head- Fake? Many of our picks are up over 10% in two weeks so it is not surprising that momentum has eased.However the market has pivoted...
Vaccine News Upends “Stay At Home” Trades…Update-2…Stay the Course in Healthcare
Update-2 11/11...Reversal of reversal..Chips are strong, Techs are back..Biotechs holding (XBI) up 1%, (IBB) up 1%. Coronavirus stocks show gains:testing- ABT, CODX, GNMK,HOLX, OSUR, QDEL;...
Healthcare Stocks Rally Huge through Election Whipsaw
Healthcare Stocks Rally Huge-Over 5% in One Week Uncertainty over election whipsaws healthcare stocks. Market Likes Gridlock from election? Legislative action on drug pricing unlikely. Focus should...