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.

August 3 Biotech Update

It is more of the same but we had a nice late day rumor yesterday that triggered a reversal higher. Outside of that rumor not much in the way of.

August 2 Biotech Update

Not surprisingly we are having a consolidation/pullback. The sector has been on a tear and nothing goes straight higher. While the past 12 months or so has trained us to.

August 1 Biotech Update

Biotech is hot again. I know I may have just jinxed us but the sector continues to power higher even as the broader market spins its wheels. Obviously there will.

July 29 Biotech Update

The news is slowing down a little this week but the earnings continue for the large caps. So far as a group the earnings look good indicating solid fundamentals with.

July 28 Biotech Update

It is a mixed bag today in terms of stock reactions but the actual numbers continue to be good. I am not exactly sure why some stocks are reacting better.

July 27 Biotech Update

We are in the midst of a busy week but we have a slight pause in the news but will pick up soon enough. The sector held up amazingly well.

July 26 Biotech Update

We got a double barrel of bad news after the close last night but I must say the overall sector reaction is good. I have said this before but it.

July 25 Biotech Update

It is a slow start to what will end up being a very busy week of large cap earnings. We have a large cap reporting every day and it will.

July 22 Biotech Update

Not a lot of additional news today. The sector continues to modestly outperform the broad market, which is good. The XBI crossed over the 200 day moving average (and actually.

July 21 Biotech Update

Finally we get some news for the sector and it is good news. Yesterday was a good day and the news so far today only builds on that move. Perhaps.

Dave-Trading – July Edition – Unveiling the “whipped cream” strategy

*** 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.***.

July 20 Biotech Update

So the sector might actually be outperforming the market today but it is early. What is nice is that the positive news continues to be rewarded, which means our holdings.

July 19 Biotech Update

More of the same yesterday and still not a ton of news for this morning. The market is overbought even if the sector is still not anywhere near over bought.

July 18 Biotech Update

Looking around there is really not a ton of sector news. The market is flat which could be considered a win given the Turkey coup attempt Friday but in terms.

July 15 Biotech Update

There is nothing new in the market or the sector, so I suspect we see more of the same. The sector continues to track the broader market but is clearly.

July 14 Biotech Update

The market continues to ramp higher but about halfway through yesterday the bottom fell out of the biotech sector and it has been struggling ever since despite the strength in.

July 13 Biotech Update

The market continued its strength (even if we dipped red for a second today). If you remember in the lead up to the BREXT vote the cash balance sheets for.

Achillion’s Pivot To Orphan Diseases

Through many years, Achillion focused on HCV, among the biggest prizes in drug discovery. The problem is they entered the field late while working on a very popular target. A nearly.

July 12 Biotech Update

The market and sector continue to do well. At least in terms of the macro market, we are back in the pattern where the most likely path of a market.

July 11 Biotech Update

I go on vacation and the sector does well and when I come back it is OK but not great. I hope this is not telling me something. In any.

July 1 Biotech Update

Yesterday was not a disaster but it was some kind of underperformance. Even as we got essentially a buyers panic at the end of the day, it still left many.

June 30 Biotech Update

More of the relief rally in the markets and to a certain extent the sector. As has been the case with most of the rallies in the sector, the trading.

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