SMID Biotech Stocks Poised for a Move This Quarter: Is the Innovation Trade Back?..Update-2 5/4… ADPT, other movers…
Update-2 5/4/24: a great week for SMID biotechs here are some winners; From our trading list stocks near 52 week highs: ADMA, ADPT, BBIO, CPRX, EXEL, GH, RYTM. XBI at $83.50 down 7.28% YTD, up 3.6% past month in an uptrend, 12 mo. high $104.18. New buy and adds/holds past month: BBIIO, RZLT,...
Large Cap Biopharmaceutical Update: Mixed Performance as Tariffs Loom…Update-2…4/29…Good gains in pharma and medtech
Update-2..4/29...3p EDT...Novartis (NVS) stock up over 1% on earnings beat raised guidance. Broad pipeline in four therapeutic areas. Good value with FWD PE of 14.9,PS of 4.3, Div.of 3.5%, RSI trending up. Added to stock today. Strong momentum in pharma, medtech, even Pfizer up 4% with 7%...
Bear Market Rally Spurs Biotech Stocks: A Primer on Tariffs…Update-3…Pivot Day Confirmed
Update-3 ...ABBVIE (ABBV) beat with adj. EPS 2.46 earnings and revenues of $13.343B an increase of 4%, but tariff issues lurking,,, I$10M investments will be made in U.S. Strong sales $6.264B of new immunology drugs Rinvoq and Skirizi an increase of 16.6%. EPS guidance raised to $12.09-12.29....
Healthcare Sector Update: MEDtech and Diagnostics…UPDATE-2 …XBI green along with SMID biotechs!
Update-2 4/21/25...11a EDT..XBI trying to bounce in mid 70s up 1% at $76 handle. SMID biotech movers: EYPT RYTM RZLT WVE GPCR etc. Update-1 4/17/25--UNH shares crash over 20% on earnings release due to higher medical costs. Unbelievable surprise because this was supposed to be the most...
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...