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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.

May 10 Biotech Update

The sector rallied yesterday and the market in general seems to be shrugging off the escalation in Syria last night. I am a little surprised in that we saw the.

May 9 Biotech Update

Again not a day with a lot of news. There was a macro trade yesterday with the American withdrawal from the Iran deal as well as some heightened tensions between.

May 8 Biotech Update

It continues to be a slow news week, which is not completely unexpected given the series of large cap earnings. Today might very well be a macro day with Trump.

May 7 Biotech Update

It is certainly a slow start to the week. We should get a sense of the underlying strength of the sector this week as the large cap earnings are past.

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