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Biotech Investing Strategy for 2020: Part I…Update-1 Jan 24
Update-1 We remain on hold for taking on new positions. Biotech and healthcare stocks have made nice gains so let's get through the earnings cycle. Markets are jittery despite rush to new highs at...
JPM 2020 #3 : Biotechs Sustain Gains for the Week-Trading Up Today…Update-1. Momentum is easing
Momentum is Easing in Biotech -Is the JPMorgan rally Over? We need to see which stocks hold up when momentum decelerates. it has been a good run for the week but not too frothy.We are "content...
JPM 2020 Notes #2: Investors Catch the Buzz of Life Science Innovation
JPM Notes #2 : Investors buy into Life science innovation After a lackluster day Monday the tape for JPM life science sector stocks picked up with a decent rally. Major ETFs reversed the trend from...
JPM 2020 Notes #1 With NASDAQ Up 1.04% A Good Day For Many Stocks, Despite Losses in IBB and XBI…Update-1
Update-1 1/14/2 12:30 EDT...Very Bullish Tape today--Update at Close IBB up 1.27% , XBI up 2.47%. Gene therapy stocks are on a tear even before BLUE and EDIT (both up >5%) present later today...
Geopolitical Uncertainty Curbs Biotech Stock Gains: Update-1
Update-1 1/9/20 "Sigh of Relief" rally for second day -Don't Fight the FED Dont confuse a momentum rally with fundamental analysis as we are at new highs with market PEs>18. Large cap biiopharmas...
Biotech Stocks Make Q4 Comeback in 2019: Our Calls Were Excellent….Update-4 Biotechs are lagging
Update-4 January 2 , 2020. 12:11 EST..... Biotechs and Healthcare lagging a bit in the New Year. Watch rotation into other sectors -tech, financial, energy; update at end of week. Many mid and...
Update—Later Today…Site Problems yesterday? update 12/21
update 12/21...Looks like all problems have been cleared and content visible. ====== You may have experienced site problems yesterday related to hosting but all content should be available today;...
Rayno Life Science Portfolio Updates-AMRN GNMK TDOC ; XBI is up 30% YTD…Update-12/17
Update-12/17. Amarin (AMRN)- A Sell on the News? AMRN stock tanked another 6.7% today on last weekend's news of the FDA approval of VASCEPA. This is what happens with momentum stocks with a well...
Two Early Stage Biopharma Deals Focus on Oncology Assets…ARQL THOR…Update-1
Update-1 ...12/12/19...China Deal Announcement Boosts Dow S&P and NASDAQ. IBB up 0.68%, XBI up 0.58%, XLV up 0.93%. Large cap leaders: ABBV ALXN BMY, Chips, energy, financials strong; real...
Biotech Scoreboard-November: Gene Therapy Stocks Gain Momentum…Update-2– BOLD
Update-2 ...12/3...Biotech among the leading sectors on a sell-off day With NASDAQ off 0.55% and the S&P down 0.68%, biotech stocks were oblivious to the trade worries and had a huge rally...