Large Cap Biopharmaceuticals: A Core Position for a Healthcare Portfolio…Update-5…hot stock EVMN
Update-5 2/10…Evommune (EVMN) up over 70% to the $29 level on Ph.2 a proof of concept trial for moderate to severe atopic dermatitis. The Company completed an IPO at $16/sh in NOV. ’25 for proceeds of $172M. REGN was down on the announcement but presented 36 abstracts at the AAAI...
Healthcare Sector Review: Biopharma and Genomics are Strong
Healthcare Sector Review January 2026 This should be a good time to set markers in anticipation of earnings and after a sell-off in health insurance stocks as well as severe re-balancing in Technology and Precious metals trade. So with technology stocks hit by Microsoft the IGV is down 12.7%...
Update to our Trading Model for SMID Biotech Stocks 2026…Update-5 UNH down on 2026 outlook and Medicare Plans
Update-5 1/27/27…The XLV was down 1.68% today primarily because UNH took \about a 20% hit on their 2026 outlook and proposed Medicare reimbursement from CMMS. Given the Administration’s posture to cut healthcare costs this should not be a surprise. Moreover the XLV currently has...
Influenza Update-Influenza A (H3N2): How Bad is this Season?
FLU Season 2026-Declining but Widespread We saw several news updates on the 2025-26 Flu season and here is some of the latest information. This article from VOX is useful but if you are not a subscriber try a search mode.Why is this flu season so bad? If this cold and flu season seem especially...
Large Cap Biopharmaceuticals: Performance Metrics-January 2026: Growth plus Dividends…Update-4…Biotech is still bullish…..
Rayno BIObeat Day One : We will summarize at the end of the week. Today there was a nice recovery in Precision Oncology stocks and sequencing. 1/16/26….3p EST Traders are taking their profits after JPM26 and January effect but we still have earnngs and guidance for 2026. We cant say that...