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Jul 20, 2018 by Dave Sobek

July 20 Biotech Update

Not a ton of news to end the week as the sector continues to drift around. This is not completely surprising given the earnings coming next week. I will be.

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Jul 19, 2018 by Dave Sobek

July 19 Biotech Update

The sector has hit a rough patch as we get into earnings season. The market itself has not been stellar, so I would not read this as some early take.

Jul 17, 2018 by Jason DeLorenzo

BIIB Option Trade – A Response to Dave

Dave made a good case to play the BIIB data next week. He is leaning bullish, which could make price explode past $400. his downside expectation is between $300 and.

Jul 17, 2018 by Dave Sobek

July 17 Biotech Update

The lack of news continues as well as a generally weak market. While it certainly was not strong yesterday (and to start today), it feels more like indifference than a.

Jul 16, 2018 by Dave Sobek

July 16 Biotech Update

Not a lot of news this morning so I will keep it quick. We will have some earnings but large pharma tends to not be a leading indicator for biotech.

Jul 13, 2018 by Dave Sobek

July 13 Biotech Update

While we are talking about small numbers and small difference, I would argue that it looks like large caps are finally starting to show some relative strength to SMID. I.

Jul 12, 2018 by Dave Sobek

July 12 Biotech Update

I think we are entering a lull in the sector as we are approaching earnings seasons. In general, this tends to be a better season than the first but that.

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