Large Cap Biopharma Stalled With Move to Small Caps and Reflation Trade…Update-2 Sell-Off
Update-2 2/17-11a…Biopharma stocks up on a down day: ABBV, AZN, BMY, MRK, VRTX with IBB off 0.5%. Update-1 Continued Sell-off in Biopharma and now Coronavirus Stocks The market was flattish with slight gains for the DOW, Financials were strong with TSY yields at one year high. Energy was...
Healthcare Sector Lags But Small Caps are Strong…Update-1 -FEB 11-AXDX, GNMK
Update-1 FEB 11, Momentum easing with some good stocks moves, XBI off 1.3% to $165.83. Coronavirus focus stocks are mixed with our holdings doing well. ABT up 1.24%, HOLX up 0.53% and Genmark Diagnostics (GNMK) up 33% to $22.46 on rumors of being acquired, but nothing confirmed. Orasure (OSUR)...
Healthcare Portfolio Update -January 2021…Update-1 Strong bounce-back
Update-1 Strong bounce-back with NAZ up 2.55% and XBI up 4.36% to $159.54 XBI rally mirrors IWM up 2.62%. Technology running strong with QQQ up 2.72%. Second their COVID Vaccine plays up again:INO, NVAX: MRNA downgrade by BofA. Bipartisan stim talks ongoing. ====== Healthcare Portfolio Update...
Atmospheric River Sierra Storm …post storm update for CA 1/31/21
1/31 21 post storm update: Great Photos from LATimes. Danger in the Dump at Mammoth. ========== Atmospheric River (AR) Sierra Storm Approaching: Cold Moderate AR We will provide updates and here are important links: Here is Mammoth Mountain where they have 7-8 In so far. as of am 1/28 Total...
Frothy Daze Are Here Again!..Update-2 VIR rolls over!
1/28/21 Update-2 VIR Hits $140 yesterday then rolls over to $58+ today! JPMorgan downgraded VIR letting some of the air out of the ballon. The recent speculation may have been about a VIR antibody mirroring the therapeutic potential of the Lilly (LLY) developments. The gameification of momentum...
