Healthcare Subsector Review Part 2: Risky Seasonality Ahead but Plenty of Opportunities in Biotech…Update-3 Biotech movers….

  Update -3 8/8/25. 2p EDT: ..Selected Biotech trades from our LIST continue to move despite lack of momentum in the bellwether XBI at $85.52. Gilead Sciences (GILD) is 8% today on a big earnings release. Q2 sales increased by 2% to  $7.1B. We cashed in on our...

ASCO Week Recap by the Numbers-some Good Progress with Longer Term Issues…Update-1 Biotechs remain strong

Update-1 6/10/25 …Post ASCO rally: Biotech stocks remained  strong from the ASCO Conference with good momentum from SMID caps. ARKG and XBI led the rally. Most mid-caps from our trading list were up with 3+ % gains in: CRMD, CYTK, DNLI, EYPT, ILMN. SLDB, TWST,...

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