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Macro Muddle Coming Up as Market Exceeds Expectations, Small Caps Gain Ground…Update-2
Update-2 6/18...11 a EDT, Medtech Rally: FSMEX , IHI, ABT, BSX etc. Update-1 2P EDT 6/14...FED day brings volatility and easing of momentum. Don't fight the tape with small caps weak. XBI is down...
Market Mixes it Up With a Broad Rally…Update-2 6/7/23
FOCUS on SMID biotech stocks. Update-2 ..more rotation out of tech and large cap biopharma and healthcare (UNH, XLV still weak) into value and cyclicals; energy very strong we'll see. We still...
Rotation Out of Healthcare and Biotech Stocks: Age of Disruption? Update-1 Large Cap Biopharma
Update -1 3/31 2P EDT. With momentum easing in Chip and IT trades this can be a good entry point for large cap biopharma stocks ahead of ASCO June 2: GILD, MRK so stay tuned. Also for value...
A Good Week for the Market but a Pause in the Biotech Rally…Update-2 Got Tech?
Update-2 5/27/23... Not a great week for healthcare stocks or anything other than IT and the QQQ up 3.59%. S&P 500 Healthcare down 2.93%, Materials down 3.14%, Staples down 3.21%. No debt...
Time to Play Small Cap Life Science Stocks…Update-2
Update-2...May 19 1015a in early trading, stocks are opening on the green side. Biopharma stocks are trying to firm up after a spate of weakness from the FTC action on the AMGN/Horizon deal: ABBV,...
Something Happened in Biotech Last Week…Update-1
Update-1 5/9/23 Biotech holding up nicely. XBI up 1.48% to $86 handle. CRSP up 14% to $64 handle, NTLA up 2%. GILD in buying range under $80 with 3.76% dividend, FWD PE of 10.9 and strong position...
SMID Life Science Stock Portfolio: Some Good Picks in a Stalled Sector…Update-2 biotech rally continues
Update-2 5/5....11a EDT Biotech rally continues with strength in SMID stocks: up 1.9% to $85 handle. Gene therapy stocks strong: CRSP EDIT NTLA. IWM up 1.83%to 1750. Spec small caps up big: Acumen...
Healthcare Sector Update: MedTech Trending Up. Update-1 Brief Recap
Healthcare Stocks-Brief Recap for the Week ending 4/28 A nice steady day holding on to gains with the Russell 2000 up 1.015, the NASDAQ up 0.69%,DOW 30 up 0.8% and the S&P 500 up 0.83%. Life...
April Is Busting Out For Healthcare and Biotech… Update-3…MedTech
4/19/23 1:30 P EDT...Update-3..Added to MedTech weighting in healthcare portfolios: ABT,HOLX, IHI. Talc liabilities weighing on JNJ shares, but sales growth up 5.6%, MedTech bright spot up 7.3%....
Large Cap Biopharmaceuticals Q1 2023: In This Bullish Run Biotech Lags…Updates-2…JNJ, UNH, XLV
Update-2 4/5/23...2:20p EDT..Healthcare and other defensive groups continue to run up as concerns grow about rising rates in a slowing economy. Biopharma +2% movers:AZN, GSK, LLY, MRK,PFE, RHHBY,...