Healthcare Playbook Revisited-Growth Plus Value…Update-1
9/14/23..Update...TECH stocks and AI remains the resilient theme of the market, all indices up, with successful ARM IPO up over 24% and good ADBE earnings. Healthcare remains a laggard so review portfolio link at bottom from JY 1. Biopharma strength today: ABBV, AZN, AMGN, MRK but IBB flat....
Healthcare Portfolio: A Mixed Market Looking for Value…Update-2
9/8/23...215 EDT B.of A. upgrades laggard Gilead Sciences (GILD) stock rises 2.5% to $75 handle. Div. 3.96%,FWD PE 10.45, P/S 3.44. 9/8/23...10:45 EDT.Markets follow 10 yr yield with rally at 4.22%. As yield rises markets weaker. S&P at 4468 up 0.38%. As yield rises to 4.30% equities are...
Life Science Mutual Funds compared to ETFs and What is in your Portfolio? Update-1
Update-1 9/2 Biotechs nudge off bottom with IBB at 3 month high at $130 level. FTC concedes Amgen fight over Horizon deal. XBI finds an uptick of 2.44% to $81 handle on Friday. MedTech still sluggish with IHI in low fifties in choppy trading all year. Novartis joins the legal fray against...
Large Cap Biopharmaceuticals Performance 2023 YTD: Mixed Results but Lilly is a Big Winner…Update-2
Best stock picks in large cap biopharma.
Overweight Healthcare Stocks As Uncertain Market Lies Ahead…Update-4
Update-4 Healthcare stocks hit hard with XLV down 0.77% to $133 handle. But CVS is down 8.43% on Caremark PBM trouble as Blue Shield moves to Amazon. UNH down 1.93% on disruption scenario with PBMs? Healthcare providers ETF IHF down 2.28% to $250: ==== Update-3 8/16 3:50 p Now the FEDspeak is...