July 17- EOD

Well, we finally had a biotech merger but not any of the ones we expected. Outside of the small cap buyout, there was not a lot new today. 1. SPPI.

July 16- EOD

Seemed like a slow news day as the markets pulled back to consolidate some of the recent moves. Biotechs were not immune to the move, although some clearly performed better.

July 15- EOD

Well, there was not a lot of news out there in biotech land but oddly there is a lot I want to talk about and will work through it over.

July 12- EOD

There have been a couple days of biotech buying, especially it seems in the small cap antibiotic space. Outside of the general performance, there has been some significant news. All.

July 10- EOD

Got some interesting news today, which makes this a little more exciting but still not a huge news day (the theme for the week). There will not by a note.

July 9- EOD

Another slow day, although there was some more interesting news. Biotechs continued to underperform the broader market and I suspect that will be a trend for the next couple of.

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)..

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