Pivotal Week Coming Up: Big Tech Earnings, Geopolitics, Technicals, Treasury Yield etc. Update-2… After a challenging week
Update-2 10/30...10:30a EDT Rally or not? I will post tomorrow to see if rally holds from gloomy sentiment driven by MACRO. Stocks we follow that are up on opening: ABBV, LLY, MRK. SMID biotech and MEDTECH stocks are still not tradeable: DHR an TMO are red again this morning. Healthcare...
Raygent Healthcare Portfolio Focus Stocks…Update-1…ABT, MRK
Update-2 10/20 Merck (MRK) pops over 2% to $102+ on ADC deal with Daiichi Sankyo. Collaboration combines Daiichi Sankyo’s proven ADC expertise and DXd technology with Merck’s deep experience in oncology and clinical development capabilities to advance and expand the reach of ADCs for patients...
Large Cap Biopharmaceuticals-Core Holdings for Your Healthcare Portfolio Until M&A Action Picks UP…Update-4…JNJ
Update-4 10/17...JNJ now reporting as a stand-alone biopharmaceutical and medical device Company raised its profit forecast helped by demand from it anti-inflammatory drug Stelara and reported a gain of $21 B from the spin-off of its consumer health unit Kenvue. Adjusted profit for 2023 is...
Three of our Top Picks for Your Healthcare Portfolio…Update-4…ABBV, GEHC,UNH….
Update-4 10/7...We will update our biopharma playbook next week with a focus on large caps. Our current picks are: Abbvie (ABBV), Lilly (LLY), Regeneron (REGN), and Vertex (VRTX); Pfizer (PFE) is a contrarian trade for value and good news. Update-3 10/6...A great day finally even biotech...
Rayno MedTech,DX and Life Science Tools: It’s Time to Prospect for Winners…Update-1
Update-1 We bought a little GEHealth (GEHC) and will add Ii our MedTech prospect list.. GEHC is leader in medical imaging and should benefit from healthcare demographics and advances in software a[plications for disease diagnosis and monitoring.. P/S is 1.54 with a Fwd PE of 15. As we...