September 27 Biotech Update

We got some interesting biotech news and I thought there would be only one to talk about but we have three I want to touch on so I will save.

September 26 Biotech Update

Nothing really to move the sector to start the week, so it looks like we sell off with the rest of the market. This price action does not change my.

September 23 Biotech Update

The sector seems to be quieting down a little and perhaps a little bit of consolidation of the recent move is in the cards. All in all, however, it seems.

September 21 Biotech Update

The sector is certainly heating up and we still seem to be at the point where good news is rewarded and bad news is creating isolated damage. Not only do.

Dave-Trading – September Edition – 3 shots

*** David Sobek is a disciplined value investor. Using models, research, and fundamental data, David devises a value for biotech stocks, buys when significantly undervalued, and sells when significantly overvalued.***.

September 20 Biotech Update

A little but more news today and there are actually some interesting implications. Yesterday was actually not great in terms of trading given the weakening towards the end of the.

September 19 Biotech Update

Another slow news start to the week. Without anything positive or negative to drive trading, I suspect we generally move with the market with perhaps some modest outperformance. The trend.

September 16 Biotech Update

The rollercoaster ride continues but generally the sector has been an outperformer and even if there are occasional setbacks I expect that to continue. I take it as a positive.

September 14 Biotech Update

The market seems to reversing from the decline yesterday, although not to the same extent of the selloff. This is odd trading in terms of these large swings on little.

September 13 Biotech Update

I was a little late heading into the office this morning and had not been following the news and so I was a little surprised to see the market down.

September 12 Biotech Update

An interesting start to the week. Stocks are starting off stronger than most expected (including me) with the sector slightly outperforming. We have some news to talk about but not.

September 9 Biotech Update

Not a good day today (seems like rising rates freak out). I may not have been paying very close attention to the market but this seems like a drop on.

September 7 Biotech Update

It sort of feels like people are still on vacation. No volume. No price action. The sector is holding up in this environment and perhaps grinding higher but I am.

September 6 Biotech Update

A modest start to the week for the sector but let us wait to see more of the week as more traders get back from vacation before claiming victory or.

September 2 Biotech Update

While usually the last Friday before the long Labor Day weekend is not meaningful, today might be critical for the sector. We are sitting at support and Clinton released a.

August 31 Biotech Update

More of the same in terms of the trading for the sector. We remain hostage of sentiment and low volume. Hopefully the pace of both news and volume will pick.

August 30 Biotech Update

I asked for some positive news as a test case to see how the sector reacts. We sort of got it last night but I do not think that is.

August 29 Biotech Update

Not much to talk about today aside from continued underperformance of the sector. I think it is safe to say that the free fall is likely over (at least the.

August 26 Biotech Update

There is really nothing new, so this will be relatively short. We had some more follow through from the selling that started with the Clinton comment and are now at.

BLCM: Staying on the Sidelines

Bellicum is a small biotech developing drugs in the hot field of adoptive cell therapeutics. Their lead candidate is a personalized T-cell product for use after stem cell transplants to prevent early.

August 25 Biotech Update

It’s déjà vu all over again. The sector was doing well until a certain presidential candidate makes a comment about a company and the bottom falls out. So what does.

August 24 Biotech Update

Sector is doing well in essentially a flat market, although volumes generally remain low. It is the summer doldrums so the sector is not unique for low volumes. We have.

August 23 Biotech Update

Well, as much as I thought my routine would return to normal next week, we learned the schools are not going to open until September 6th at the earliest meaning.

August 22 Biotech Update

The sector is doing well on the consummation of the long courtship of MDVN. I will be back with my commentary this week but am still not quite back to.

August 18 Biotech Update

I am sorry to not have been writing but it has been busy here in Louisiana with the floods. My house was close to the leading each (about 50 yards).

August 11 Biotech Update

We now seem to be stuck in a small rut with the near term trend being slightly negative and nothing really to break it. Perhaps value investors step in at.

August 10 Biotech Update

The market continues to consolidate and I expect this trend to continue over the near term. If I am correct that this is simply a consolidation in a new bull.

August 9 Biotech Update

We certainly have seen some recent under-performance by the sector but given recent strength and run of bad news (trial failures, secondaries, and so on) this is not stunning. So.

August 8 Biotech Update

The sector seems to be struggling a little but it would not be stunning to see some underperformance and consolidation after the recent run. We continue to get earnings headlines.

August 5 Biotech Update

I was not going to write today but snuck into office with my kids in tow for a quick note on BMY. 1. This was a major surprise and critically.

August 4 Biotech Update

Today is actually an interesting day as we have had a lot of small cap reports that offered nothing really new except continued progress that was well known and should.

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