Update-1 10/28… Earnings Update:
- UNH beats Q3, raises guidance full year e $14.90, revenue of $113B misses with YoY 12% growth, but looks like a safe hold.
- Regeneron beats earnings and Revenue Q3 $3.75B, EPS $13.62.. New FDA approval- Libtayo,s, a new dividend, a turnaround play with stock up 11% today..
- Lilly partners with Nvidia for drug development using AI models; A 1000 GPU deal.
Healthcare Stocks Are Coming Back, Boosted by BIOtech
- Biotech stocks lead the Healthcare comeback, up 17-25% YTD.
- LIfe science tools and diagnostics coming on strong this past month. TMO up 10% YTD, 22% MTD.
- MEDtech improving but less momentum. IHI up 6% MTD; ISRG up 4.7% YTD, 23% MTD.. Watch BSX and SYK .
Headlines you should continue to see in healthcare market, “Biotech Stock Momentum is Strong”, “SMID Biopharma Stocks lead gains in Healthcare” ; and read the bottom of this page. Here are some numbers and trends to follow with healthcare and biotech investing. In the meantime the iShares Healthcare Select Sector (XLV) at $146 is up 6.15% YTD and up 7% MTD; as you might expect the US Healthcare providers ETF (IHF) at $51 is up about 6% YTD.
Breaking down healthcare stocks into three main subsector : Biopharma, Tools and diagnostics and MEDtech. Here are funds and ETFs I’ve traded over the years.
The strongest momentum Is with SMID biopharma which start reporting next week 11/1.
Biotechnology and Biopharmaceutical Tracking ETFs
iShares Biotechnology (IBB) at $155, up 17% YTD. SMID and large caps.
SPDR S&P Biotech (XBI) at $108.60, up 20.35% YTD. Tracks momentum and SMID caps.
Van Eck Pharmaceutical (PPH) at $92.43, up 7.13% YTD, Tracks Large caps.
Here is a detailed review of large cap biopharmas from 6/29/25 with our picks : ABBV, GILD, LLY, and VRTX. Later we mentioned REGN as a new long trade pending earnings this month now at $570.
Well known Mutual Funds we have covered tracking biotech , MEDtech and Health Science stocks.
Fidelity Biotechnology Fund (FBIOX) P $23.30, up 23% YTD. Large cap focus.
Fidelity Medical Technology and Devices (FSMEX) P $62.93, up 1.19 % YTD up 9.22% MTD.
Janus Henderson Life Science Fund (JFNAX) P $74.31, up 12.18% YTD up 8.9% MTD
T.Rowe Price Health Sciences (PRHSX) P $86.93,, up 8.93% YTD, up 8.53% MTD.
iShares U.S. Medical Devices ETF (IHI) P $61.87, up 6.03% YTD, up 3.2% MTD, ABT and JNJ already reported earnings, watch BSX and SYK on 10/30.