Biotech and MedTech Portfolio Notes on a FED Day…Update 4… 2/15 Small cap rally continues
Update-4. 2/15....2:30p EST XBI pushing for new 52 weeks highs at $93.61. Biotechs/medtechs strong: CRBU, CRMD, CRSP, CPRX, CYRX, ILMN,SUPN, TWST, VCEL. Update-3 2/6..3P EST Some of my SMID caps are coming alive as the XBI ticks up to $89 level: strength among my holdings: CRSP,CYRX, GEHC,...
Momentum Shifts Back to Tech Stocks as Healthcare Lags in 2024…Update-5 Movers Alert: DHR TMO.
Update -5 1/28/24...Weekly Summary Healthcare Sector: XLV flat for week down 0.14% to $139.27, IBB up 0.13% to $135.35, XBI up 1.37% to $88.24. Pivotal week coming up with FED day Wednesday and MEGA cap earnings and biopharma large caps - LLY, MRK,REGN, ABBV. Still like Pfizer (PFE) as...
Biotech Playbook: Small Caps Show Momentum Peaking During #JPM24…Update-1
Update-3 1/19/24 2:45 EST ......XBI trying to bottom at $87 handle, but consider test providers in light of pick up in patient utilization of healthcare DHR ,TMO. NAZ up 1.5% on huge tech rally. AMD at all time high at $170. Update-2 1/18/24,,,11:15 EST... Look out for potential sector shift as...
Healthcare Playbook: JPM 24-Day 2 1/9/24…update 1/11/24
1/11/24 10:21 A EST .....Small cap biotch rally fading fast with CPI at 3.4% and market focus on crude disruption in Middle East and Bitcoin launch. XBI down 2.5%. Healthcare Playbook: JPM 24 Day Two The rally ebbed today as TSY yields rose yet there were good gains in large cap tech stocks...
Healthcare Playbook: JPM Day One 1/8/24
Healthcare Playbook -JPM Day One 1//24 Momentum resumed in many small cap biotech stocks today helped by dealmaking. The IBB was up 2.4% to $139.39 and the equal weighted small cap XBI was up 4.6% to $93.42. Among the big movers on our SMID Focus list below are: Caribou (CRBU) up 19.09% to...
