Life Science Mutual Funds Compared to ETFs…January 2024 and Retrospective-Part I
Life Science Mutual Funds Compared to ETFs We have written about Life Science Funds vs ETFs in our past articles. Life science funds have been in a bear market since the recent peak in Q3 2021. The period from 4/20 through 2/21 were good years for biotech and medtech driven by innovation needs...
Small Caps Are on a Tear Including Speculative Biotechs:Update-4…Strong Start for healthcare stocks in 2024
Update-4 1/3/23-1p EST,...Shift in biopharma toward large cap biotechs. Review small cap trades for profit taking. Our favorite large caps are: ABBV, GILD, LLY, MRK, REGN, VRTX; more speculative picks are BBII and PFE. We will update our Large Cap Biopharma metrics list this weekend. Many...
Small Caps Can Continue to Rally But Needs Deal Flow…Update-3
Licensing and M&A Through the JPM Meeting in Early January 2024 Should Support Gains Update-3 12/22 ,,,Added Catalyst (Pharmaceuticals (CPRX)at 16+, is focused on rare neurological and epileptic diseases. Karuna Therapeutics (KRTX) up 47% to $316 handle on Bristol Myers (BMY) $14B buyout...
Biotech is Coming Back, Can the Run Last ?-Update-3…
Update-3 12/15 2P EDT. Crazy week so take some profits. Update-2 ...12/13/23... Dont fight the tape as momentum rally continues with a little help from the FED. Broad rally takes all indices up over 1.3% with small cap Russell 2000 (IWM) up 3.39%! Biotechs very strong with IBB up 4.18% to...
Can Small Cap Biotech Stocks Continue to Run? Let’s take a look…Update-3…momentum continues
Biden vs Biopharmaceutical industry: "March in on Patents".. https://x.com/PeterKolchinsky/status/1732852724675273103?s=2 Will the Administration take back licensing rights with government funded research to control drug prices? ======= ASH this past week. Update-3 JY 8- 10:40a....Biotech...