Vacation Week through  Aug 1-Limited Postings

  • Will update major biotech and earnings news.
  • Will summarize healthcare subsectors at end of week.

Update-1 7/29/25 2:42P EDT…Look for strength on a weak day like today: ABBV, INCY, RNA, VRTX.

A new tax on PATENTS!?  Has Howard Lutnick lost his mind? He is the Commerce Secretary.

7/31/25…Healthcare shares still lagging this week but ABBVIE (ABBV) is strong after earnings beat with neuroscience in focus.

8/1/25…a Sloppy trading day made worse by news post earnings  with major indices down:  NAZ 2.13%,,SPY down 1.5%, IWM down 4%  A good DAY for bonds as jobs get a surprised revision then TRUMP fires Labor Data analytics chief! So economy looks weaker than expected. A whipsaw day indeed. Rate cut expected in SEP but because of job cuts but tariffs remain  an issue.

  • Pharmaceuticals and healthcare XLV up 0.6% show gains with many 1% +winners: ABBV, AZN, BMY, LLY, MRK,jNJ, REGN. RYTM up 3.6%!

 

 

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