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May 23 Biotech Update

This looks to be a macro day for the markets with I believe China fears percolating again. Unfortunately, these macro down days seem to hit the sector whereas the macro.

May 22 Biotech Update

Well, the sector did not do great yesterday. It started off as expected which was following the market higher but lagging a little and then it just went downhill all.

Dave-Trading – June 2018

*** David Sobek is a disciplined value investor.  Using models, research, and fundamental data, David devises a value for biotech stocks, buys when significantly undervalued, and sells when significantly overvalued.***.

May 21 Biotech Update

So it looks like the trade war with China is off, which should be good for the market in general. Whether that risk on appetite will translate into the biotech.

May 17 Biotech Update

Some interesting moves and data coming out of the ASCO abstracts. There are some questions answered with these abstracts, although more questions remain unanswered. I suspect that many of the.

May 15 Biotech Update

Drug pricing will not go away and I think that is going to be true going forward. We should not expect it to go away and at this point, one.

May 14 Biotech Update

Not much going on this morning. The big feared Trump drug pricing speech was a giant nothing burger and anyone who has paid attention the past 18 months could have.



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