March 24 Biotech Update

Do we have AHCA fatigue yet? It could end today if the House votes no but a yes vote likely means another couple months of debate as it moves to.

March 22 Biotech Update

We finally had a 1%+ down day in the market, so we can finally stop seeing on the tweets about how long it has been since a 1% sell off..

March 21 Biotech Update

While we are still seeing the residual impact of the PCSK9 news and events, I want to step back from that news and focus on some other companies/areas. Clearly it.

March 20 ESPR Update

A quick note on ESPR as I somehow missed the FDA news this morning that a couple of you kindly pointed out. This makes the move much more reasonable than.

March 20 Biotech Update

Another week and another attempt at the 300 level on the IBB and another week with no real M&A. We are still dealing with the aftermath of the AMGN data.

March 17 Biotech Update

Well, this is not going to be a good day for the sector and that wall at 300 in the IBB is likely safe for now. The key culprit is.

March 15 Biotech Update

The PARP wars have ramped up with the AZN data. This was important data for the PARP wars but sort of important for the sector more broadly as this is.

March 14 Biotech Update

The sector is on the edge of either breaking down or breaking out. While it is hard to have very strong conviction, I would lean towards a breakout especially given.

March 13 Biotech Update

Certainly getting some more news and events that could be driving the sector but nothing really thesis changing, we need to wait for the end of the week with the.

March 10 Biotech Update

The sector has been interesting. Given the past 18 months, it feels easy to be bearish on every pullback consolidation but I am incrementally more positive. It is starting to.

March 8 Biotech Update

I was not too busy to write yesterday but there was really nothing that I could find that was interesting enough to write about. I looked for something and there.

March 6 Biotech Update

There is a little bit of news to start the week but nothing that likely seems thesis changing or will have a dramatic impact on sentiment/trends. We are in the.

March 3 Biotech Update

I think the sector has been rational the past couple of days in that good news is generally moving stocks higher and bad news lower. If there was a broader.

March 1 Biotech Update

Not a lot of news the past couple of days but certainly some interesting events to talk about. I will focus on two but more generally the sector is doing.

February 27 Biotech Update

I have snuck into work during this Mardi Gras break but not much to write on so this will be a quick update and will likely be back later in.

February 24 Biotech Update

Weakness (sort of) continuing in the sector but perhaps that is simply drifting or consolidation after its recent performance. In either case, it still seems like people are unwilling to.

February 22 Biotech Update

A little bit of news since yesterday and I will focus on them but more broadly the sector seemed to struggle yesterday. It had been outperforming so a day of.

February 21 Biotech Update

Long weekend and a significant lack of news. I do not think there was an expectation of big news but sometimes these long weekends can surprise with a flurry of.

February 17 Biotech Update

Some news to talk about today in a couple stocks and one idea I want to float that has been ruminating in my mind. The sector continues to do well.

February 15 Biotech Update

We have some additional news yesterday but nothing that is necessarily positive for the sector. It certainly rallied in the afternoon and I suspect there is enough juice left for.

February 14 Biotech Update

Some decent news this morning for the sector but not quite a robust reaction. Perhaps the sector needs to pause after its recent run or perhaps it will rally later.

February 13 Biotech Update

A relatively slow start to the week, so I will start off with perhaps the most (maybe only) meaningful fundamental news and then highlight another stock that is very likely.

February 10 Biotech Update

So I think we need to be prepared for some more backlash and bad press given the decision by Marathon to think it is business as usual. So far the.

February 8 Biotech Update

Certainly some news for the sector and not great news but it seems to be having limited impact on the broader sector. In other words, people seem to be seeing.

February 7 Biotech Update

The sector (and I guess you could argue the market in general) has been pretty dull the past couple of days. During the past year these periods of no news.

February 3 Biotech Update

I was correct in my prediction that I would need to take care of a sick child (and still need to do so today but have some more time). It.

January 31 Biotech Update

We had some earnings but the real potential mover of the sector is the meeting this morning with Trump. The headlines are still early but it looks like a net.

January 30 Biotech Update

Volatility is the name of the game with the daily flow of disruptive executive orders coming out of Washington but despite this the VIX has been going down and the.

January 27 Biotech Update

We obviously got some news and price action but most of it is explainable and somewhat predictable. I will highlight some of the news and focus on the BMY report.

January 25 Biotech Update

Tomorrow is our big earning day (will not be able to write tomorrow so look for an update on the news Friday) but today we at least had a positive.

January 24 Biotech Update

Still a slow start to the week especially for an earnings week. I will highlight a couple biotech points and one non-biotech. In terms of the non-biotech, I am becoming.

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