We had a lot of large cap biotech news in terms of the earnings and I wanted to focus on two of them as both had clean beats but also.
The news du jour today was SRPT and I want to focus today’s note entirely on it because there is a lot to talk about. In addition, I want to.
It is more of the same in that the market is a little quiet on news. I expected that there would be something interesting to talk about today but not.
Not a ton of news today, so this will be a little bit of a short update but some company specific news with CELG. Outside of that there was the.
Seemed like a slow news day as the markets pulled back to consolidate some of the recent moves. Biotechs were not immune to the move, although some clearly performed better.
There have been a couple days of biotech buying, especially it seems in the small cap antibiotic space. Outside of the general performance, there has been some significant news. All.
Another slow day, although there was some more interesting news. Biotechs continued to underperform the broader market and I suspect that will be a trend for the next couple of.
I wanted to follow up on the discussion of yesterday less with an analysis of the potential dance partners for ONXX but more in terms of where do we go.
Not much of a lot of new today but there were some interesting tidbits. 1. BIIB spiked higher today on the back of SNY news. The EMA granted Aubagio exclusivity.
Generally it was a good bounce back day for a lot of biotechs, although there were some pockets of underperformance. That being said, this is a positive day but the.