Large Cap Biopharmaceuticals: Performance Metrics..Update-1
Update-1..2/15/24...Post from 9/23 biotech bottom when we picked ABBV,GEHC. Near/at new 52 wk. highs : ABBV, LLY, MRK, VRTX, XPH etc. Update- -2/12/24....Gilead Sciences responds immediately to recent trial disappointment to buy CymaBay,a $4.3B deal expanding liver portfolio. See chart below...
Healthcare and Life Science Funds and ETFs Performance 2023-2024
Healthcare and Life Science Funds and ETFs Healthcare stocks usually provide a defensive posture to a stock portfolio. SMID biotech stocks have been in a bear market since late 2021 but they are coming back since late 2023. So the weighting of large cap biophharma determined its performance....
Biotech and MedTech Portfolio Notes on a FED Day…Update 4… 2/15 Small cap rally continues
Update-4. 2/15....2:30p EST XBI pushing for new 52 weeks highs at $93.61. Biotechs/medtechs strong: CRBU, CRMD, CRSP, CPRX, CYRX, ILMN,SUPN, TWST, VCEL. Update-3 2/6..3P EST Some of my SMID caps are coming alive as the XBI ticks up to $89 level: strength among my holdings: CRSP,CYRX, GEHC,...
Momentum Shifts Back to Tech Stocks as Healthcare Lags in 2024…Update-5 Movers Alert: DHR TMO.
Update -5 1/28/24...Weekly Summary Healthcare Sector: XLV flat for week down 0.14% to $139.27, IBB up 0.13% to $135.35, XBI up 1.37% to $88.24. Pivotal week coming up with FED day Wednesday and MEGA cap earnings and biopharma large caps - LLY, MRK,REGN, ABBV. Still like Pfizer (PFE) as...
Biotech Playbook: Small Caps Show Momentum Peaking During #JPM24…Update-1
Update-3 1/19/24 2:45 EST ......XBI trying to bottom at $87 handle, but consider test providers in light of pick up in patient utilization of healthcare DHR ,TMO. NAZ up 1.5% on huge tech rally. AMD at all time high at $170. Update-2 1/18/24,,,11:15 EST... Look out for potential sector shift as...