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May 26 Biotech Update

There is no news to speak of so I want to end the week with some broader sector commentary. There are some broader undercurrents that seem to be continuing and.

May 25 Biotech Update

The sector continues to struggle, although yesterday was not the worst of days. Perhaps we get a bounce or even a run up into ASCO. Of course, run ups form.

May 24 Biotech Update

The sector is having issues. If it is not in oversold conditions it certainly feels that way. Part of the issue is the traditional reasons to sell biotech but it.

May 23 Biotech Update

So we have some news to discuss. I missed out yesterday as I was at an elementary school graduation ceremony that lasted longer than I expected. There is nothing thesis.

June Dave- Quick Trade Update – ESPR

I tweeted earlier that ESPR was crushed because of what seemed like an innocuous employee benefit (I made the tweet Friday, it published today). That was all I had on.

May 18 Biotech Update

I do not want to spend time on macro given the ASCO abstract dump. As I noted before there is usually not much that comes out of these abstracts as.

May 17 Biotech Update

We have an interesting morning and likely next couple days of trading. The proximate cause of the selling is the continuing and escalating crisis with the Trump administration. While predicting.


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