Raygent Focus Stocks -2020: Bristol-Myers, (BMY), Glaukos (GKOS),Teledoc (TDOC)…Update-2
Update-2 Mid-day trading 2/21 NAZ down 1.14%-Biotech stocks held their levels on a down day. Most large cap Raygent focus stocks are in green: ABBV,BMY,GILD up 4%, RHHBY. Mid-caps are mixed but BMRN is up 5%. Healthcare sector was a leader up 0.1% ============ Update-1 Feb 19 A Risk -On Day...
Large Cap Biopharmaceutical Companies-Metrics and Valuations…BMY VRTX
Large Cap Biopharmaceutical Companies – Q1 2020 Update The IBB is at $122.69 near the 52 week high but short of 5 year high of $132.53 from Jy ’15. FWD PEs of sector are still lower than the market with S&P-500 at 18.9x. Good growth expected. Our Top Picks have done well...
Biotech Reversal Off 2020 Bottom But Within Trading Range: Update-2.. Abbvie (ABBV)
Update-2 2/10…Rally has expanded to mid-caps:ALNY ACAD GWPH ICPT SRPT Etc. ======= Update-1 2/7. 2p …Abbvie (ABBV) Another one of our top large cap picks ABBV is up 6% o the $92 handle as of mid-day trading on earnings and Allergan acquisition. Full year EPS was $5.28 on GAAP basis...
Bearish Pattern Emerging for Biotech-Geopolitical News Overwhelms Market…Update-1
Update-1 2/3…3:30p EST… Biopharma stocks firm up after a bad week Large caps are strong with Gilead Sciences (GILD) up over 5% on a story about an experimental antiviral therapy for coronavirus China. GILD is one of the leading antiviral companies for HIV and HCV. Mid-caps in...
New Buy Ideas for 2020: Glaukos Corporation (GKOS)
New Buy Ideas for 2020-Biopharma and MedTech New Buy Idea –Glaukos (GKOS) for ophthalmic disease therapies If you have been reading my recent posts I have been cautious on adding new positions since the JPMorgan Healthcare Conference. After the nice Q4 run-up it would seem prudent to let...