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Healthcare Shares Lag As Investors Get More Bullish, But Volatility Rules….Update-3
Update-3 3/6/2..The XBI huffed and puffed but could not break out from $100 today so my call stands that speculating in SMID biotechs is risk off. The less volatile IBB held near the $138 level....
Investors Try Life in the Slow Lane with Healthcare Stocks…..Update-4 SMID Biotech Rally Fading Already?
3/1/24...Still plenty of good biotech trades around as XBI recovers over 3% to $101.53. Big movers today were: ABOS, CRMD, DNLI, GERN, IMTX, SUPN....
Healthcare Stocks Are Looking Better But What About Biotech ?…Update-1
Update-1 2/23/24. You know the story by now it's all about AI and NVDA. As my friend said in the mid -90s "there is no end to chips Rod". Overall one of the best weeks for the market but of course...
Large Cap Biopharmaceuticals: Performance Metrics..Update-1
Update-1..2/15/24...Post from 9/23 biotech bottom when we picked ABBV,GEHC. Near/at new 52 wk. highs : ABBV, LLY, MRK, VRTX, XPH etc. Update- -2/12/24....Gilead Sciences responds immediately to...
Healthcare and Life Science Funds and ETFs Performance 2023-2024
Healthcare and Life Science Funds and ETFs Healthcare stocks usually provide a defensive posture to a stock portfolio. SMID biotech stocks have been in a bear market since late 2021 but they are...
Biotech and MedTech Portfolio Notes on a FED Day…Update 4… 2/15 Small cap rally continues
Update-4. 2/15....2:30p EST XBI pushing for new 52 weeks highs at $93.61. Biotechs/medtechs strong: CRBU, CRMD, CRSP, CPRX, CYRX, ILMN,SUPN, TWST, VCEL. Update-3 2/6..3P EST Some of my SMID caps are...
Momentum Shifts Back to Tech Stocks as Healthcare Lags in 2024…Update-5 Movers Alert: DHR TMO.
Update -5 1/28/24...Weekly Summary Healthcare Sector: XLV flat for week down 0.14% to $139.27, IBB up 0.13% to $135.35, XBI up 1.37% to $88.24. Pivotal week coming up with FED day Wednesday and MEGA...
Biotech Playbook: Small Caps Show Momentum Peaking During #JPM24…Update-1
Update-3 1/19/24 2:45 EST ......XBI trying to bottom at $87 handle, but consider test providers in light of pick up in patient utilization of healthcare DHR ,TMO. NAZ up 1.5% on huge tech rally. AMD...
Healthcare Playbook: JPM 24-Day 2 1/9/24…update 1/11/24
1/11/24 10:21 A EST .....Small cap biotch rally fading fast with CPI at 3.4% and market focus on crude disruption in Middle East and Bitcoin launch. XBI down 2.5%. Healthcare Playbook: JPM 24 Day...
Healthcare Playbook: JPM Day One 1/8/24
Healthcare Playbook -JPM Day One 1//24 Momentum resumed in many small cap biotech stocks today helped by dealmaking. The IBB was up 2.4% to $139.39 and the equal weighted small cap XBI was up 4.6%...