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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...
Healthcare stocks To Buy After a Nasty Week: ABT, ABBV, MRK. Update-2…Huge Rally !
Update-2 11/4/20...Huge rally in Biotech and Healthcare -Call it the gridlock rally. Biotech Green Wave? As we picked them on Sunday evening the large cap biotech and healthcare stocks soared. Looks...
Stay the Course with Healthcare and Biotech Stocks…Update-3 earnings, AMGN , GILD
Update-3 10/29. 1p EDT...Earnings reports stabilize biopharma stocks. Vaccine stocks strong. Gilead Sciences (GILD) beats but lowers guidance.Needs clinical news on deals. Stock lower. Amgen (AMGN)...
Now That Many Investors Are Playing the Hot Biotech Sector, What’s Next? Update on a sell-off.
Update-3 10/21 11a EDT Another day with a brisk sell-off in momentum stocks. Coronavirus plays hit hard: BNTX, QDEL, NVAX, OSUR etc. Is this sentiment shift from lack of stimulus or just election...
Biotech Stocks Are Poised for Another Run Over July 2020 Highs…Update-3 Stalled
Update-3 10/15 1;20P... Both the IBB and XBI are stalled at the current 2020 double top. Our new picks are holding OSUR at $14.65, PACB $14.42 and VIR at $42. 10/16 11 a BioNTech (BNTX) and Pfizer...
Biotech Stock Playbook in a Choppy Momentum Market…Update-3… Broad Sell-Off
Update-3 10/6...Apparently a Momentum Market needs constant feeding. Politics are in the forefront. And the COIVID pandemic lingers. Small caps did better IWM down only 0.25%, IJR flat. Large cap...