July 8- EOD

Perhaps we were spoiled last week with the ONXX news but this week seems to be getting off to a slow start. There were some decent sized moves in biotech.

July 5- Morning Edition

This is another relatively short note as there is not much news today and I suspect most everyone is enjoying an extended Fourth of July weekend. I just wanted to.

July 2- EOD–> Midday edition

I wanted to follow up on the discussion of yesterday less with an analysis of the potential dance partners for ONXX but more in terms of where do we go.

July 1- EOD

Today was the fallout of the AMGN bid for ONXX. There are a couple of aspects of it that I want to touch on and go a little further than.

June 28- EOD

Not much of a lot of new today but there were some interesting tidbits. 1. BIIB spiked higher today on the back of SNY news. The EMA granted Aubagio exclusivity.

June 27- EOD

I thought today would be a much better day in the market for biotechs and they looked strong early but did not seem to have any real follow through. Not.

June 26- EOD

Generally it was a good bounce back day for a lot of biotechs, although there were some pockets of underperformance. That being said, this is a positive day but the.

June 25- EOD

It was an odd day in the market as it was strong but many biotechs appeared weak. I am going to focus exclusively today on SGEN as we got more.

June 24- EOD

There was a lot that happened last week that I will slowly get to go through it the next week but on a big picture macro front, I actually think.

June 14- Midday

This is midday today as I will be out of my office for the rest of the day. So an early surprise. A very odd day today in the market..

June 13- EOD

Was a quiet day on the news front, so I will keep this short(er). I am just getting a sneaking suspicion that we are heading into another period where macro.

June 12- EOD

It was sort of an odd day in the market. It actually felt worse than it was earlier in the day, partly because we started with some strength and then.

June 11-EOD

It was an odd day in the market with weakness early followed but a rally in the afternoon that made it look like we would get to unchanged (or even.

June 10- EOD

It was a mixed bag today for biotechs with some very strong performers (TSRX and ACAD to name a few) as well as some laggards (many of the oncology companies)..

June 7- EOD

[This was meant to be posted Friday afternoon but did not seem to go through, so you get a bonus EOD of today] I do not think there is not.

June 6- EOD

Perhaps we had a turnaround Thursday but could of course all be crushed by a bad jobs report (or perhaps a good jobs report- you never know in this market)..

June 5- EOD

Rough day in the market today and biotechs were clearly not immune. Aside from the general downtrend there were some stock specific stories. 1. There was some strategic restructuring at.

June 4- EOD

Quite day, more or less. Some interesting ASCO news with some larger pin action. Other than that I did not see anything of particular interest. Bios were generally weak and.

June 3- EOD

Happy mid-ASCO (although most of the data is already presented). Some interesting ASCO and, surprisingly, non-ASCO stories. 1. I added to my SGEN position today (at $33.67). It has been.

May 31- EOD

Again, I feel like today was another quite before the storm day. There was some interesting news but really nothing dramatic happening. 1. Jon Najarian pumped CLSN last night as.

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