Healthcare Stocks are Coming Back with the XLV up 6.83% MTD, what’s Going on?
HEALTHCARE Stocks Are Coming Back Led by Biopharma so what's next? The XLV portfolio weighting has shifted to LargeCap Biopharma which has performed well (see our articles). Biotech has shown strong momentum in Q3 with SMID caps leading: IBB up 16.3% YTD and XBI up 18.8% YTD. Look to the large...
Focus on SMID Biotech Stocks to Boost Healthcare Portfolio Performance…Update-4…profit taking day
Update-4 10/22/25,,,Small cap biotech momentum rally fizzles on profit taking. Healthcare investors should look at Medtech and US Medical Devices with the IHI and health sciences sector with FSMEX. Update at end of the day. TMO up 19% MTD at $563. Healthcare sector (XLV) is up 7.22% MTD....
Biotech Update Near 2025 Highs…Update-3 SMID biotech stocks look good
Update-3 10/14...A volatile mixed day with a slight shift away from large cap tech to speculative small caps favoring biotechs. Regional banks strong. Rare earth conflicts with China .Looking at our SMID cap trading list today: XNCR down 11% on profit taking after big run from $8, ABOS running...
The Innovation Trade: Biotech Momentum Should Continue through Q4…Update-1…Healthcare Stocks Rally with Biotechs
Update-2 10/2/25... MAJOR Market Indexes compared to biotech: QQQ up 18.48% at $605.73, S&P 500 (SPY) up 14.19% at $669.22, DJI up 9.34% at 46,519. Ark Genomic Revolution (ARKG) up 26.58% ytd at $29.81. iShares biotechnology ETF (IBB) up 13.17% ytd at $149.62. SPDR S&P Biotechnology...
So Healthcare Continues as a Lagging Sector but Biotech is Looking Better…Update-1
Update-1 9/24/25...A quiet day in biotech except for uniQure N.V.(QURE) soaring over 247% tp $47.50 on a potential gene therapy (AMT-130) cure for Huntington's Disease!. Huntington’s disease is an inherited condition in which nerve cells in the brain break down over time. The disease affects a...