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Smaller Cap Biotechs Are In Season: How are we doing?…SMID biotech rally continues !
11:11 am on 11/11/24....SMID rally continues led by ETFs and seasonally XBI up 0.85% to $105 level. STRONG MOVERS: ARKG, ADPT, CRBU, CRMD,CYRX, DNLI, EVH, PACB, VCYT etc SMID Biotech Stocks are...
Volatility Hits Large Cap Biopharma: Active Rebalancing May Be Required…Update-4…ABBV BMY
BIG Movers today from two of our longer term portfolio picks. Update-4...11:11am 11/24...ABBV down over 10% ,BMY up on Abbvie Phase2 Schizophrenia drug failure. MRK also weak down 2%. Update-3...
BIOTECH Momentum Trades for the Q4 Rally…Update-2 ABBV, LLY…FBIOX
Update-2 11/1/24...Market recovered from big losses yesterday with some buying in to XBI to the $99 level again.IBB remains choppy but up about 1% for the week. LOTS of green among SMID caps today:...
Healthcare Sector Update: Choppy Days Are Here Again as Yields Rise…Update-3 movers!
10/28/24....Movers from a new hot disease areas of kidney disease. Vera Therapeutics soars 15% on Phase 2b results for kidney drug. VERA is up 207% YTD. EyePointPharmaceuticals (EYPT) up 27% on...
Healthcare Sector Update: Life in the Slow Lane while we wait for BIOTECH Bounce…Update-3. MEDtech looks bullish.
Update-3 ...10/17...Earnings Abbott (ABT) returns to growth in MEDTech: Raises EPS. a strong hold with DIV. of 1.88%. United Health (UNH) a core holding in any healthcare portfolio navigates...
Biotech Stocks Poised for another Big Move in Q4…Update-1
Update-1 10/11..3:30P SMID cap rally underway . Check list below for movers. ARKG up 3.9%.XBI up 2.25% off bottom. MOVERS: CRBU,CRMD, DNLI,ILMN,NTRA,SUPN,TEM ,TWST,PACB, VCEL, VCYT, etc. Strong...
BIOTECH Stocks : Are You a Trader or a Longer Term Investor? PART DEUX…Update-1
Update-1 10/4/24...Strong jobs data boost stocks in a broad market rally, 10 yr. yield climbs back toward 4%. Geopolitical risk rises to new level with Israel invading Lebanon searching for...
A Biotech Breakout Will Be Led By Small Caps…Update-1 …Adaptive Biotechnologies, CorMedix..
Update-1 9/26/24... SMID CAP trading list movers today: ADPT, ARKG, CRMD, PACB,RXRX, TEM, TXG, TWST, with IBB up 1.09%. We will summarize complete list over the weekend. Adaptive Biotechnologies...
Biotech Bull Market Playbook Remains Bullish : Small Cap MOmentum Continues…Update-1. “Recalibration Mode”
Update-1 ...Stocks Surge under FED's new "Recalibration" Policy After some hesitation and whipsaw action yesterday the 50bps rate cut by the FED sparked a broad rally today with the NAZ leading up...
Large Cap Biopharmaceuticals-Valuation Metrics: Many large caps are just off highs of the year.
Large Cap Biopharma are Core Holdings and just off their highs for the Year Our top picks have been ABBV, LLY, MRK, REGN and VRTX all up more than 20% except MRK is lagging. AZN and PFE have been...