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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,...
Biotech and Life Science Trades: Q1 2023 Performance By the Numbers
Biotech and Life Science Trades Q1 2023 By the Numbers Leading sectors in Q1 were Tech and Semis.The SPY was up 7% YTD. Small caps beginning to trend up. Healthcare lagging XLV down 5.5% as...
Can Healthcare Stocks Survive Macro Headwinds?…. Update-1
Update-1 3/28/23..Sector rotation continues with energy, materials leading today and healthcare, technology down slightly. Consumer confidence rises to 104.2 despite bank failures. Commodities...
How Did Biotech Stocks Perform in this Turbulent Week? Update-2 healthcare and biopharma rally
Update-2 3/24..12;15p ..Biopharma and healthcare stocks rally. Update over weekend. ABBV AMGN BIIB GILD REGN VRTX and UNH and Medtech ISRG MDT...small caps EVH PACB. Update-1 3/22...Away from...