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More Drug Pricing Headwinds for Biotech Just as Tape Improves: Update-1 M&A Uptick
Update 2/8/17 12N EST Biotech Stocks Perk Up on M&A Rumors PARP Inhibitor stocks- Clovis Oncology (CLVS) up 3%, Tesaro (TSRO) up 12.5%. IBB and XBI flattish. EXEL up 2.7%. INCY up 1.78%. GWPH up...
Large Cap Biopharma: January’17 Update-2
2/6/17 1 PM EST Mid-Caps Outperform in 2017 We will update the metrics and performance of "Large Cap Biopharma" after earnings from Gilead Sciences (GILD) and Regeneron (REGN) tomorrow. The XBI is...
Biotech Blahs Worsened By Political Distractions…Updates
Update: 1/31/17 Biotechs rallying in midday trading afterTrump meeting. Looks like a good time to add positions like CELG IBB and XBI. Mid-Caps are strong-ALNY TSRO SGEN. Dx and Tools- DHR TMO good...
Notes from J.P.Morgan Conference 2017: Sequencing (NGS) Moves to Toward Clinical Diagnostic Solutions
Outlook and Issues for Application of NGS for Clinical Diagnostics We heard a few presentations on NGS solutions and still think it is an important growth market for clinical diagnostics in...
Trump Twitter Hangover Keeps Biotech Stocks Down: Update-1
Update-1...1/24/17...Bit of a Rally Leaves Out Healthcare Stocks Markets rallied a bit today but biotech and drug stocks remain stalled by the Trump triggered bashing two weeks ago. Moreover traders...
2017 J.P.Morgan Healthcare Conference: Large Cap Biotechs Compared to 2016
Large Cap Biopharma Stock Performance YoY from J.P.Morgan Conference The market recovered slightly today from yesterday's "Trump storm" attacking drug prices. The IBB rose 0.36% and the XBI rose...
J.P. Morgan Healthcare Conference Notes #2: Sun is Out but Trump Storm Hits Biotech Stocks
Biotech Rally Snuffed Out Again By Tough Trump Talk on Drug Pricing Any market optimism from the Conference about new product pipelines, M&A and "read-outs" on clinical data was chilled by...
2017 J.P.Morgan Healthcare Conference Notes #1: Investors Buy Selective Biotech Stocks-ILMN, INCY, REGN,RDUS
Wet Stormy Weather in San Francisco-A New Indicator for a Good Year Ahead? About 8000+ investors, entrepreneurs and life science Company executives piled into the Westin St. Francis for the Annual...
J.P. Morgan Healthcare Conference This Week: ARIA
We will publish updates this week from the Conference. As of 3:45p EST the biotech sector is rallying. The IBB is up 1.6% and the XBI is up 3.5%. Biotech stocks were helped by the buyout of Ariad...
Wet and Wild AR Storms Hit the West Coast: LaNina Madness
AR Storms Deliver Record Precipitation-The "Pineapple Express" By now you know it seems like the coldest wettest and coldest winter on the West Coast and the next week will bring even bigger...