March 3 Biotech Update

The market is weaker today and it is bringing down the sector, although it appears that biotechs are underperforming the broader market. It does not appear that this underperformance is.

March 2 Biotech Update

A relatively good start to the week with only one slight worry. While the sector is generally green with the market, large cap biotechs are noticeably weaker. While it might.

February 27 Biotech Update

The sector seems to be a little weaker than the market although the moves are relatively small, so there is probably not a lot one can read into it. That.

February 25 Biotech Update

I am back but have not really followed the market the past couple of days. My sense is that it has been relatively weak and could be setting up for.

February 20 Biotech Update

As much as I have disliked this recent move higher in terms of not trusting it, you have to respect how well the sector is climbing the wall of worry..

February 18 Biotech Update

I am back after a small break and I hope that nobody missed me. The market certainly did not miss me as not much has really happened on the news.

February 13 Biotech Update

Market seems pretty benign but the sector appears a little heavy. As I have been saying the only thing we can have confidence in about the market is the lack.

February 11 Biotech Update

Another slow day in the market in terms of news, so I want to round out a couple of ideas today. Nothing has really changed in relation to my views.

February 10

Who order gains and losses with a large side of chop? This is a market clearly looking for direction and positive signs one day turn into negative signs the next..

February 9 Biotech Update

A good start to the week with the markets a little week but the sector outperforming. This is not totally surprising given the underperformance last week in that there should.

February 6 Biotech Update

Well, I can honestly say that on Wednesday I did not think the sector would be looking this good on Friday. The economy seems to be improving, the macro (outside.

February 4 Biotech Update

So it looks like the sector wants to go lower. While there can be any number of explanations the proximate cause is the GILD report, so I want to go.

February 3 Biotech Update

It has been a bad start to the week for sure. The macro is getting better and biotechs are significantly worse. We are treading into very dangerous waters. Catalysts are.

January 30 Biotech Update

I want to write this quick to get it out as I spent the morning taking the children to the dentist, so I have a late start. The market is.

January 28 Biotech Update

Another day with no clear leadership in the space but with a general bid to the sector (until the entire market sold off). I am a little surprised at how.

January 27 Biotech Update

A bad start for the market in terms of earnings, economic data, and price action. It appears that FX and the capital spending decline coming from oil prices is creating.

January 26 Biotech Update

It has been a mixed start to the week both in terms of the macro background and also stocks within the sector. It seems like both are looking for new.

January 23 Biotech Update

It has been sort of a mixed bag with the sector despite some decent macro tailwinds with the European QE program. I am not saying the sector has been bad.

January 21 Biotech Update

The markets recovered nicely yesterday and there seems to be some slight follow through today with the rumor that the ECB is going to do 50B Euro/month QE. That would.

January 20 Biotech Update

Not the way you want to start the week with the sector going down with the rest of the market after a weak gap higher. Even more problematic is the.

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