Biotech stocks Wobble a bit after a Grueling Week but Deals and Clinical News can Drive Stocks Higher…Update-3…FED on hold
6/18/25…FED on hold with economy ok but tariffs creating uncertainty-rates unchanged. Nice little rally in SMID biotechs with both ARKG and XBI holding. Modest gains in GH, LGND,NTRA, ROIV, RXRX, SDGR, SLDB, SUPN , TWST, TGX, VCYT, WVE. Optimism in biotechs could be a result of an IPO:...
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, TXG and VCEL.Many other...
May 2025 was a Great Month for Stocks up 6% so why aren’t you more bullish?…ASCO rally renews! Update-3
Update-3 ..6/6/25 11:45a. Green screen rally in SMID biotechs ! TECH stocks strong. 330p EDT: I dont know why the SMID biotechs are taking off today but some of it is ETF buying (XBI) here is a shortlist of big movers we hold that are up 3 % + today: ADPT, ABSI, COGT, CRMD, CYRX,RXRX, EYPT,...
Can Biotech Stocks Regain Momentum Amidst the Chaos?…Update-2…Risk off due to tariff whipsaw…
Update-2 5/3010a EDT….. WHIPSAWED. Changed course again after Trump comments on China roil markets-risk off. Renewed escalation in tensions with China. You have heard the magic word before “uncertainty”. Regeneron continues downward course after underwhelming results on a...
With the Healthcare Sector in Turmoil Should You Rebalance Your Portfolio? Update-3…C’mon Back Biotech at ASCO!
Update-3 5/22-23….. 10:50a EDT….VIGL continues to run on Sanofi acquisition.at $8/sh. Should spark our SMID biotech trading list but XBI is stuck at $78. Ahead of ASCO we should see more green shoots among SMID biotechs and soon some major news from oncology players like MERUS...