August 14- EOD

The big news of the morning at least was the MNKD data and all we need now is GTXI to complete the trifecta. The markets were a little better in.

August 13- EOD

Very little news of interest today. The markets continue to be a low volume chop fest with biotechs tending to bear the brunt of the selling. I think a lot.

August 12- EOD

It looks like we are setting up to have a week of data releases with VICL today and perhaps both GTXI and MNKD later this week. It should generate some.

August 9- EOD

Well this was a fittingly slow day to a slow weak with much more of the same in terms of trading and performance of biotechs. They seemed to have a.

August 8- EOD

So the low volume chop fest seemed to continue today and I expect it will continue for the rest of the summer. It is really hard to say whether biotechs.

August 7- EOD

We have a combination of low volume and negative near term sentiment and thus biotechs have been weak. Most of the selling looks to be on low volume, so it.

August 6- EOD

Another quiet day on the biotech news front, where the only real news of interest was the REGN earnings. The REGN miss and weak market not surprisingly led to a.

August 5- EOD

It was actually a quiet start to the week but there are a couple of points that I want to make and issues to put on the radar. 1. I.

August 2- EOD

Fairly quiet day after a rather eventful week, so it is nice to have a little less to write about as we ease into the weekend. 1. I wanted to.

August 1- EOD

Lots of good earnings and conference calls to go through. It is going to take a couple of days to sort through it all so I will try and focus.

July 31- EOD

Well, it was certainly a news filled evening and it will take a couple of days to sort through it all, so today will be a first cut. In general.

July 30th- EOD

While today seemed to have better trading action, the news was actually less interesting than Monday. There are a couple of notes but nothing quite significant. In fact, the most.

July 29- EOD

We finally had a major biotech merger but it was not one that got people excited as volumes and price action in biotech were neutral to negative for most of.

July 26-EOD

It was a relatively quiet day on the news front outside of the hep-C space where there as some news on both VRTX and GILD. Not much happening in the.

July 25- EOD

We had a lot of large cap biotech news in terms of the earnings and I wanted to focus on two of them as both had clean beats but also.

July 24- EOD

The news du jour today was SRPT and I want to focus today’s note entirely on it because there is a lot to talk about. In addition, I want to.

July 23- EOD

We still seem to be in a period of low news flow in terms of biotech stocks, which is fine as it gives me a chance to catch up on.

July 22- EOD

It is more of the same in that the market is a little quiet on news. I expected that there would be something interesting to talk about today but not.

July 19- EOD

Really seemed like a quiet summer day to end the week. Not much to talk about but a couple of follow up notes from earlier discussions. 1. To continue from.

July 18- EOD

Not a ton of news today, so this will be a little bit of a short update but some company specific news with CELG. Outside of that there was the.

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