May 27 Biotech Update

Yesterday was not a great day but after the run having a treading water sort of trading is not the worst outcome. At the worst, we were trading in line.

May 26 Biotech Update

Yesterday was more of the same and that is actually good for one of the first times this year. The sector continues higher and modestly outperformer the broader markets. The.

May 25 Biotech Update

The market continues higher and the sector with it. We seem to be moving away from the previous lows with broader participation with SMID and large caps. This market continues.

May 24 Biotech Update

I do not think anything dramatic happened when I was away. The sector seems to be holding the support which is most important. In addition, one could perhaps argue that.

May 19 Biotech Update

The sector did well the other day especially given the weakness in the broader markets. We have, however, seen this before and last time the sector grossly underperformed once the.

May 18 Biotech Update

The sector remains in a precarious position, which is nothing new. ISI had a call yesterday with its technician and the overwhelming view on most of the stocks was that.

Dave-Trading – May edition

*** 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.***.

May 16 Biotech Update

We got some decent news flow to start the week both positive and negative. Who knows how that will balance out in terms of the sector general performance but this.

May 13 Biotech Update

I feel like we have been here before with the sector flirting with a major breakdown triggering another leg lower. We have yet to get that break but we are.

May 12 Biotech Update

The sector did not do well yesterday but it is hard to call it underperformance given the broader markets. Clearly there does not seem to be any real interest to.

May 11 Biotech Update

Yesterday the sector was a little weak but that is neither surprising nor a killer given the strength we saw Monday. That being said we cannot see continued under-performance and.

May 9 Biotech Update

We have some news to start that week that all else being equal would be positive catalysts. The price action today off of the news should be a good tell.

May 6 Biotech Update

So more of the same yesterday and we are likely heading to a bounce in the sector as the recent selling seems to have been relentless. The bounce might not.

Buy DeLo, Sell DeHigh – GILD Earnings

Last week I tweeted about an options play I made on $GILD earnings.  I consulted with Dave, who said he was not expecting much of a move.  The options were.

Catatonic Economics – Nippon!

*** “I’m turning Japanese, I think I’m turning Japanese, I really think so.” – Janet Yellen ***    All right, so maybe Janet Yellen didn’t say that outside a karaoke.

May 5 Biotech Update

We saw more of the same selling yesterday. It was across the market but it certainly felt like the sector led to the downside and failed to bounce when the.

May the 4th Be With You Biotech Update

It has certainly not been a good start to the week for the sector or really the market, although it seems like the sector is underperforming. As frustrating as it.

TRIL – A quick update from BloomBurton 2016 conference

  Trillium Therapeutics Inc. (TRIL) – Nasdaq   Trillium Therapeutics (TRIL) presented at BloomBurton-2016 Healthcare Investor Conference in Toronto on May 3rd, the same as last year the speaker was TRIL’s Chief.

Eteplirsen: Reasonable Evidence of Efficacy

  The Adcom is over and Eteplirsen was voted down. A final decision still remains for approval. Much was discussed in the Adcom, the key arguments were over the following:.

May 2 Biotech Update

It was not a great end of the week for the sector. Trading has not been good and earnings were fine but not exciting. As much as the sector has.

April 28 Biotech Update

We have a little bit of news this morning. There is no way I can cover it all especially having a bunch of conference calls to listen to as well..

April 27 Biotech Update

This week seems to have started like last week. I think it was actually last Tuesday that the sector suddenly took a dive on no real news and yesterday was.

April 25 Biotech Update

There is not a lot of news to start the week but this will be a bust week of news, so I will keep this short as we wait for.

April 22 Biotech Update

Yesterday was a great day for the sector (although volumes could have been better) but I do not know why. There did not seem to be a major catalyst but.

April 21 Biotech Update

I think the best description of the sector is listless and uncertain. The price action has been mixed but more than anything else, there has been a significant lack of.

April 20 Biotech Update

I need to get this out early as I have meetings all morning. I apologize if it does not read well or is poorly edited. 1. One worry that cannot.

April 18 Biotech Update

There is a recurring theme with excitement to end the week but no merger Monday. I continue to believe we are still too early for there to be a pick-up.

SRPT – Final thoughts ahead of the AdCom

  Reaching the decision point… Today is the day we have to make decisions in SRPT position. As has been explained several times in the forum and CRG twitter private.

April 15 Biotech Update

The generally trading in the sector seems indeterminate. Stocks that underperform one day outperform the next. One day large caps outperform and the next it is small caps. The only.

Dave-Trading – April Edition

*** 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.***.

April 14 Biotech Update

Yesterday ended up being modestly better than it started but the sector still remains in a difficult spot. It was certainly positive to see some recovery and movements higher but.

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