SMID Biotech Stocks had a Good Week despite crosscurrents
SMID Biotech Stocks Rallied Nicely the Week of 2/13/25 Selected SMID life science stocks had a good week in a bifurcated market. Large cap biopharmas earnings have been strong and comprise the largest healthcare holdings in our portfolio. Political crosscurrents are a concern- uncertainty of...
BIG RAINS coming to SOCAL: Update 3/13 as Atmospheric river delivers(see data) great ski conditions!
3/13--Rainfall catching up to normal in LA County: TWO feet of snow in local LA Mountains. SEE BIG BEAR Resort. 3/13 ...4:25 p PDT..When do DOGE cutbacks at NOAA affect weather forecasting? South Bay 4+ inches. DPW HQ -6.84 inches. San Gabriel 7.4 inches. Clear creek 15+ in San Gabriels....
Healthcare and Biotech Playbook as Disruption Gathers Force…Update-3. Focus on SMIDs
Update-3 ....2/14/25...Happy Valentine's Day!... RISK ON for MOMENTUM Trades in SMID Life Science List.-Big MOVERS: ABSI, ARKG, BBIO, CRSP, DNLI,,GH, MNMD,PACB, RXRX,TEM, VCYT. We missed TEM up 29% in 5 days. Jumped into REGN too soon down 4.57% In 5 days. Update-2 ...2/12/25....The market is...
Can Biotech Stocks Survive the Precarious Macro?…Update-2…SMID weakness
Update-2 ...2/7 1;30 EST Risk off for SMID biotech caps on MACRO news and technicals. XBI down 2%.Renewed tariff threats. BIG tech feeling the heat on CHINA trade war? Consumer sentiment hits 7 month low. Update-1 2/4/25 315p EST...Nice little rally in biotech and MedTech: ABBV, LLY, RHHBY,...
Biotech and Healthcare Stocks Poised for Gains Ahead: PART 2-SMID biotech trades….Update-2 SUPN
update-2 2/4/25 SUPERNUS gets FDA approval for infusion device. Update-1 JAN 31..2:15 p EST.. BIG movers up 5% two of our large cap picks ABBV on stong immunology revenues and VRTX. up on FDA approval of non-opiate painkiller. SMID trades:IBB and XBI flat but NTRA, TEM, TWST and RNA up...