Blog / Archives
Large Cap Biopharmaceuticals Baseline as of 1/7/24
Large Cap Biopharmaceuticals as of 1/7/24 prior to JPM Most healthcare ETFs and Large Caps are up since the 10/8/23 lows. We will look at these valuations after JPM and Q4 earnings.The trend for the...
Life Science Mutual Funds Compared to ETFs…January 2024 and Retrospective-Part I
Life Science Mutual Funds Compared to ETFs We have written about Life Science Funds vs ETFs in our past articles. Life science funds have been in a bear market since the recent peak in Q3 2021. The...
Small Caps Are on a Tear Including Speculative Biotechs:Update-4…Strong Start for healthcare stocks in 2024
Update-4 1/3/23-1p EST,...Shift in biopharma toward large cap biotechs. Review small cap trades for profit taking. Our favorite large caps are: ABBV, GILD, LLY, MRK, REGN, VRTX; more speculative...
Small Caps Can Continue to Rally But Needs Deal Flow…Update-3
Licensing and M&A Through the JPM Meeting in Early January 2024 Should Support Gains Update-3 12/22 ,,,Added Catalyst (Pharmaceuticals (CPRX)at 16+, is focused on rare neurological and...
Biotech is Coming Back, Can the Run Last ?-Update-3…
Update-3 12/15 2P EDT. Crazy week so take some profits. Update-2 ...12/13/23... Dont fight the tape as momentum rally continues with a little help from the FED. Broad rally takes all indices up...
Can Small Cap Biotech Stocks Continue to Run? Let’s take a look…Update-3…momentum continues
Biden vs Biopharmaceutical industry: "March in on Patents".. https://x.com/PeterKolchinsky/status/1732852724675273103?s=2 Will the Administration take back licensing rights with government funded...
Biotech and Healthcare Portfolio Playbook for December 2023/24…Update-3…XBI spikes
12/3...We will focus on SMID cap stocks in the coming week as tracked by the XBI with resistance at $80. Also track health care providers (IHF) in light of Cigna/ Human merger potential and UNH as...
Are you a Trader or Investor: Biotech Momentum Is Picking Up…Update-1
Update-1 11/22...Another good day but as the S&P 500 approaches 4,600 we are near the top of the range from Aug 1, when the recent sell-off began. The QQQ hit a new high at 390 exceeding the JUL...
Another Weak Month for Healthcare and Biotech Stocks: What’s going on?,,,,Update-2….Small cap rally!
Update-2 Small cap biotech rally continues..11/15/23.. 10:30am EST......As per previous post we are now in the beginning of an SMID Rally.See our post from last week with potential trades many of...
Risk On for Biotech-Time To Trade the Small CAPS!…Update-2…caution?
Update-2 11/10/23...Reversal from yesterday's bad tape, back to TECH stocks and NAZ up 2%. Small caps up but lagging same for biopharma. Hologic a big winner, other SMID winners: CRSP, QDEL,SUPN,...