How Did Healthcare Stocks Perform Over This Volatile Month?…Update-2
12/10/21Update-1 A good week with S&P At New Highs despite inflation at 40 year highs at 6.8%. Infotech leading way up. Small cap biotech still lagging near lows for the year. XBI at $110 could not hold mid-week gains. Same pattern for ARKG now at $60.74 near lows at $56. Large cap...
Covid is Back Disrupting Markets and Causing More Sector Uncertainty…Update-3 Jittery
Update=3 12/3...Another whipsaw day if you are in Tech stocks (Docusign?) or small cap growth. Blame profit taking ,omicron or tough taper talk. But large cap biopharma held up well: ABBV ABT BMY PFE UNH VRTX etc., but not the IBB - you have to be a stock picker. BNTX and MRNA were positive....
Biotech Stocks are Due for a Rally…Update-2 Vertex is stock to watch
Update-2 11/29 ...New Rule- after four downgrades at new lows a stock is a buy. VRTX up over 4% today to $191.5. Is an upgrade coming before or after JPMorgan Healthcare? Update-1 11/23/21... Large cap glam techs stocks take a hit in an another sector rotation. Energy and financials are...
Looking for Growth in Small and Mid Cap Life Science Stocks…Update-1
11/18/21...UPDATE. 230p EDT Life Science Stocks Lag Techs and Semis.. Major Indices are flat. Small cap stocks have lost momentum in a market that favors big tech and new themes like digitalization of the economy, EVs and the metaverse. It is "risk-off" for speculative life science stocks. The...
Large Cap Biopharmaceuticals Metrics and Review: JNJ Splits Up…Update-1
Update-1... 11/17...Vertex (VRTX) rises on good volume.Added to small position. Good value on fwd PE; look for an upgrade or a deal. Strong CF franchise but needs R&D milestone hit. Large Cap Biopharmaceuticals Metrics and Review Stock Performance was mixed across the sector so stock...