SMID Cap Life Science Update: Are You an Investor or Trader?
SMID Life Science Stocks: Investor or Trader? Despite choppy trading there is an upward tilt to life science stocks since 9/26/22 lows. Three stocks are strong holds: EVH,HOLX and QDEL. Can gene therapy break through in 2023? Our SMID (small and mid) life science portfolio had a good week...
Large Cap Biopharmaceuticals: Bearish Sentiment Curbs Buyers…Update-3 Healthcare gains, energy, techs lose…
2/17 Mid-day trading shows healthcare and biopharma gainers , tech losers as FEDspeak (Bullard, Nestor) reiterates rates rising juxtaposed with recession risk rising. Large cap winners: ABBV,AMGN, GILD, MRK etc. UNH up 1.38% XLV up holding above $130 November lows. 2/15 late day trading.........
When Small Cap Biotechs Lose Momentum: Are you an Investor or Trader? Update-2 QDEL
Update-2 2/17...QDEL beats on earnings and revenue of $3.37B. EPS of $13.80.Business combination with Ortho still in flux. Stock looks good on technical basis with accumulation. Good value with P/S 1.97, PE is 5.42 and P/FCF 6.45. Recommendation is a 2.0.---long QDEL added to position. Update-1...
Sector Shift Stalls Healthcare Stocks But Biotech Shows Gains In January…Update-4 ABBV,VRTX
Update-4 Mixed stock market in healthcare and biotech but in an overall weak day as FED and CPI looms. IBB down 0.62% to $132 level. Abbvie (ABBV) beats with Revenue of $58.04B an increase of 3.3% but Humira biosimilars weigh on profit forecast ; pipeline and Botox looks good. New immunology...
Healthcare Sector is Lagging as We Enter 2022 Earnings Season…Updates-2
Update-2... 1/31... Good value in Pfizer (PFE) as stock near new lows with PE of 8.26 stock at $43.50. but nobody cares as boom times for COVID vaccines end.Provides Full-Year 2023 Revenue Guidance(4) of $67.0 to $71.0 Billion and Adjusted Diluted EPS(3) Guidance of $3.25 to $3.45. Looking for...