October 21 Biotech Update

Clearly the sector did not turn the corner after the presidential debate even though it should have assuaged concerns over the importance of drug pricing to the candidates. The sector.

Dave Trading – October Edition – Bargain Hunting Time?

*** 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.***.

October 19 Biotech Update

There is really nothing to talk about today with a lack of news. I suspect we will be weak into the final debate and stretch run of the campaign. Recent.

October 18 Biotech Update

It is still not great out there for the sector but yesterday was not awful, which I guess is an improvement. Perhaps we have reached a short term bottom and.

Catatonic Economics – No one is talking about the greatest risk to America

Financial markets talk about a lot of headwinds to the economy.  China devaluation, negative S&P earnings, presidential race, central bank actions, European banking problems, Japan, oil, etc.  One that should.

October 17 Biotech Update

The sector continues to weaken but still remains above the 200 day moving average. It seems to me that some panic is starting to set in as the sector cannot.

October 14 Biotech Update

The sector may be due for a snap back (with the broader market) but I still get the sense that people are worried. My prevailing thought has been that this.

October 12 Biotech Update

It looks like fears are starting to take hold in the sector. I suspect it is centered on revenues coming up short and this then causes everyone to focus on.

October 11 Biotech Update

Looks like we are going to move from good to bad with earnings warnings likely to weigh on the sector today. I think there was always some concern about earnings.

October 10 Biotech Update

It is a solid positive reaction to ESMO across the sector (with some notable exceptions). While there are number of potential topics, I want to focus on one as it.

October 7 Biotech Update

There have been some interesting moves and news since Wednesday but even looking at the sector today, the volumes seem a little weak in most names. As such, there are.

October 5 Biotech Update

I think the word of the week is drift. Sure there were some moves within the markets or sector but for the most part this is a low volume drift..

October 4 Biotech Update

Today is certainly a better start. It seems that the sector is trading to a certain extent on macro issues with the DB concerns leading to risk on versus risk.

October 3 Biotech Update

Not the best start to the week for the market or sector but there really seems to be little conviction on this move. So we meander lower and the sector.

September 30 Biotech Update

Well, a couple days can make a difference. The sector has been hit by renewed pricing concerns (people suddenly realize that voters in California might vote to lower their drug.

September 28 Biotech Update

The sector continues to do well but there seems to be a bifurcation occurring where the SMID are outperforming the large caps. Usually when investors come back into a sector.

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.

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