Rayno Biobeat #1: Biopharma Leads Healthcare Portfolio 2020-21…Update-1
Update-1 Biotech Momentum Slows but Holding Near Top-XBI at $152. Most of the market focus has been on COVID vaccines supply and distribution but major earnings calls roll out next week. Vaccine stocks rally today as market is hopeful of more product coming: AZN, BNTX, NVAX. In BNTX as a trade....
J.P.Morgan Healthcare Conference 2021 #2: COVID Vaccines Based on mRNA Platform
J.P. Morgan Healthcare Conference On a Rally Week-COVID Vaccines based on mRNA Platform COVID Vaccine availability drives the market and the global economy. The Vaccine market is huge with a long term need because of more viruses. The U.S COVID vaccine rollout is a massive undertaking with...
J.P.Morgan Healthcare Conference 2021: Current Portfolio Positions #1
JPMorgan Healthcare Conference Notes #1: Current Portfolio Positions Focus is Coronavirus diagnostics and vaccines. Gene therapy is poised for next wave: The Conference boosted many stocks as you might expect in a bull market for biotech. We reviewed rather quickly some of the presentations...
Best Biotech Trades of 2020: New Picks Coming for 2021
Best Biotech Trades of 2020. We were on vacation over the past week and that combined with all the crazy mob news from the Capitol combined with the worsening pandemic makes it hard to focus . Nonetheless stocks are booming and many financial writers and analysts feel there is room for optimism...
Healthcare Portfolio Summary 2020: Part 1 Model with ETF…Update-1
Update-1 Jan 5, 2021 Nice Reversal to the Upside! Energy stocks rock! NASDAQ moved up 1% and the S&P followed up 0.71% both near highs of the day. Energy stocks were a big gainer with the XLE up 4.5% and the metals ETF up 5%(XME) a new trend in materials and energy strength.It is too early...
