Healthcare Sector Update…..coming at end of the day 4/16/25
Amidst the tariff chaos we may get clues from one of the most defensive sectors of the market-healthcare stocks. Recently we provided a playbook of positions for those actively managing their LIFE SCIENCE portfolios. However in the midst of tariff chaos and policies targeting various...
Is it a Good Time to Trade Small Cap Biotech Stocks?– 3 Steps to Consider…Update-3 …How do NIH cutbacks affect ongoing clinical trials?
UPDATE 4/15/25: Nice Rally in SMID BiOTECH on Monday then faded. UPDATE tomorrow with UNH Congress needs to do their job and prioritize cancer research funding especially for clinical trials. Update-3 4/13...We will summarize market performance for healthcare and biotech on our next update: XLV...
Hell Week in March 2025: Detoxing with Tariffs until April 2? Update-4…No Liberation from new BEAR today as of 4/4 11a
Update-4 4/6/25 ...Signposts at end of Hell Week, here are values: XLV at 135.28...down 6.39% week ,1.66% YTD, IBB at $117.16 down 10.08% week, 11.38% YTD, XBI at $73.66 down 12.73% % week, 18.21% YTD. DOW down 9.9% YTD, NASDAQ 100 down 17.2% YTD, S&P 500 down 13.7% YTD. ===========...
Healthcare and Biotech Sector Update-2025 YTD: Are Healthcare Stocks really Defensive during Macro Turmoil? Update-3
Update-3 The answer is YES healhcare stocks are DEFENSIVE. SEE next post. Update-2 March 27 3P EDT....Large caps holding after brief SELL-OFF earlier this week. Added to VRTX today. Losing interest in PFE despite 6% dividend? MRK and REGN see hopeless. SMID caps are having one good day per week...
SMID Lifescience Stocks Brace for More Declines…UPDATE-2 SMID Biotech Rally
Update-2 ...3/19/25...Another rally day makes 3/4 for SMID caps. ARKG and XBI both up over 1%. 70% of our life science trading stocks are green with nice winners on our focused trades: CRMD,TEM,TWST, PACB, RNA, etc. New buy ADMA at $20 specialty biologics. All novel biomarker/genetic diagnostic...