July 29th Biotech Update

We sort of have another merger Monday but again not what SMID investors were hoping for and another one that might have limited read through to the broader sector. That.

July 26 Biotech Update

The market seems odd to me. Earnings so far have been good and the individual stocks are going higher on the earnings and holding onto the gains. The rest of.

July 24 Biotech Update

I am a little surprised that there was not more movement from the Senate drug pricing plan (which was later supported by the president). We finally have the outlines of.

July 23 Biotech Update

This is an odd day in the market. You get the first important large cap earnings, which usually drives the rest of the sector but there is no connection. BIIB.

July 22 Biotech Update

It is generally a good start to the week for the sector with a slight outperformance of the broader markets but only marginally so (and it remains early). We are.

July 19th Biotech Update

I am back and need to catch up on the overall market and some sector news. I do want to focus today on a stock we all know and will.

July 10th Biotech Update

The market is in an odd position in that it is doing well with macro having faded into the background. I would keep an eye on the Iran situation flaring.

July 9 Biotech Update

I am back from vacation and have a couple of days to get as much work done before I am taking care of some family issues. I should have some.

DMD Data by Giant Pharma Pfizer Kept Sarepta In the Driver Seat with Superior Drug

Pfizer (PFE) presented its first set of data (n=6) from the mini-dystrophin gene therapy for DMD (PF-06939926) at the PPMD conference on June 28th. Much speculations surrounded Pfizer’s decision to.

June 28th Biotech Update

A good finish to the week so far in the sector. I will try and keep this quick and to the point as it is a little delayed because of.

June 27 Biotech Update

A good start to the morning for the sector, although it seems mostly in line with the broader markets. Given the performance the past couple days, however, I am happy.

June 25 Biotech Update

So that was unexpected. First, the market is down and sector is higher. Second, we got another large merger to digest. Obviously I will focus on the deal and its.

June 24 Market Update

The sector is in an interesting spot. Tensions with Iran remain elevated but did not escalate, which should lead to a risk on move and while the market was tepidly.

June 20th Biotech Update

The sector continues to do well but we may have some additional macro coming with the Iran downing of an American drone in international waters. The market does not seem.

June 18th Biotech Update

We got a very nice follow through during the day yesterday for the sector. That is exactly what you wanted to see and ideally it continues for the next couple.

June 17 Biotech Update

It is a good start to the week with merger Monday coming back the sector albeit with names we were not expecting. The XBI has been in a nice tight.

June 14 Biotech Update

It is Friday again, so be on the lookout for those rumors or late day runners. A slow start to the morning in terms of price action but we are.

June 13 Biotech Update

I am back but honestly we are entering the summer quite period with little news to drive the sector higher or lower. We did get a break from the macro,.

June 6 Biotech Update

Nothing has really changed. Oddly the sector is really underperforming the market today at the start, which is not good but at least we are seeing an end to the.

June 4 Biotech Update

Are we bouncing or starting a new trend higher? Both are plausible explanations for the recent move as the selling has been pretty consistent and so a dead cat bounce.

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