July 7 Biotech Update

There is a little more news today but still relatively quiet. The market seems to be looking for a direction but the sector seems to be outperforming to the upside..

July 6 Biotech Update

A pretty quiet start to the week (at least in terms of bio news). Obviously we have all the Greek drama but despite fears of the worst, the opening was.

July 3 Biotech Update

This is the last note before the fourth and I wanted to spend time going into a new therapeutic space and highlight a new company (well, it is new to.

July 1 Biotech Update

I am back from vacation and ready to get back into the sector. I planned on talking about the CGPR space today but I will push that back until tomorrow.

June 18 Biotech Update

The summer is seasonally weak, especially after the EHA and ASCO- right? I am not sure of the exact catalyst for the move today but it is certainly moving the.

June 17 Biotech Update

Market doing a little better but biotechs seemed to take yesterday off despite the broader rally. The sector seems to be more positive today (there were certainly bright spots yesterday.

June 16 Biotech Update

The market is quite resilient. While we did not get a full reversal yesterday, the market came back and biotechs seemed to outperform. This morning is off to a good.

June 15 Biotech Update

It is a macro world and we are just living in it. Sunday night we should have known this was going to be a bad start to the week with.

The Reality for Mannkind

Mannkind, the maker of the inhaled insulin product Afrezza, is the 11th best performing biotech stock according to Finviz in the last month, up 62%. That performance is in line.

June 12 Biotech Update

The market is not happy this morning and it is not immediately clear as to the “cause.” This is taking the sector down, especially some of the recent fliers. The.

June 10 Biotech Update

This is sort of a different start to the day with the market off to a good start but biotechs the obvious laggard. The sector had been one of the.

June 9 Biotech Update

The market continues to sell off with biotechs seemingly able to levitate but still weak this morning. Either the market is going to reverse in the near term or it.

June 8 Biotech Update

The sector is quiet and macro seems neutral if not slightly negative but it is early. There is not a lot of news to discuss. I suspect that the trend.

June 5 Biotech Update

Not much going on except broad and general selling (at least early). It seems like we are in one of those bizarro times where good economic data are bad for.

June 4 Biotech Update

The sector is not doing great but also not significantly pulling back (broader market is lower but also pretty choppy). The large caps appeared weak again and this is still.

June 3 Biotech Update

Yesterday was not a great day for the sector with reports of a large sell program in large caps and from what I saw that makes sense. None of the.

June 2 Biotech Update

ASCO is not quite over but my time in ASCO is over and now I am going to spend the next couple of days writing about what I think are.

Catalyst Watch – Vol. 3, Edition 8 (5/28/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

May 27 Biotech Update

Yesterday did not get any better and this is certainly not the start to the ASCO run up that the sector would want. That being said there was so little.

May 26 Biotech Update

What a bad start to the week and by bad I mean slow. The only sound we heard this morning was crickets. Nothing to move the sector in terms of.

13F Analysis of Best Performing Healthcare Hedge Funds (Q1 2015)

13F filings have arrived and it’s like Christmas day for me. I’ve been pouring through the filings, tweeting the interesting ones, and probably annoying everyone on twitter. These filings are.

May 22 Biotech Update

Yesterday sort of followed the potential new pattern of gaining strength throughout the day but volumes were a little low as we approach the holiday weekend. I suspect today will.

May 21 Biotech Update

It is a similar start to the trading day with the market sort of flat with the sector a little lower (with notable exceptions which will be discussed below). It.

May 20 Biotech Update

The market was off to a benign start but the sector seemed to take it on the chin (albeit on generally light volume). I am not sure why the selling.

May 19 Biotech Update

A mixed start to the morning with some red and green. It seems to me that the market generally wants to move higher but no one seems to have high.

May 18th Biotech Update

The sector seems to be treading water this morning if not slightly outperforming the broader market. There seems to be a tug of war of wanting to be positioned into.

Catalyst Watch – Vol. 3, Edition 7 (5/15/15)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

May 12 Biotech Update

The sector is being hit this morning, although it is really the market that is weak and taking the sector with it. Yesterday the sector did a good job holding.

May 11 Biotech Update

It is a good start to the week which is interesting as we have little news and a lack of M&A. I was curious as to how the sector would.

May 8 Biotech Update

I wish I had more time to write this week but it has been too busy. The sector is obviously doing well and perhaps we have bottomed but at the.

May 6 Biotech Update

Well, we finally get another deal and it is pretty telling how the sector reacted. Obviously there is a tailwind but it is not universal and we need to see.

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