Healthcare 2024 Second Half Outlook

July 22, 2024

Healthcare 2024 Second Half Outlook

The S&P Healthcare Index rose 6% in the first half of the year, while the Prudent Healthcare model portfolio gained 25%.While the healthcare index underperformed the broader market, there are

by Chandra

Biotechnology Stocks

Stock Market

July 9, 2024

Biotech Stocks 2024 Second Half Outlook
Buy Biotechs

Biotech indexes lagged broader market indexes in the first half of 2024, and trade at the same level as in early 2022.Biotech valuations are closely tied to the Fed's interest

by Chandra

Biotechnology Stocks

Stock Market

June 24, 2024

Nuvalent: Making Precise Progress
In Its Oncology Pipeline

Nuvalent, Inc. is a biotechnology company with precision-targeted treatments using kinase inhibitors for non-small cell lung cancer.NVL-520 targets ROS1-positive cancer and addresses treatment resistance, kinase mutations, and CNS-related adverse events,

by Chandra

Healthcare Stocks

June 6, 2024

GeneDx Holdings: Mapping A Path To Leadership In Pediatric Genetic Testing

GeneDx Holdings Corp. focuses on delivering precise medical diagnostic outcomes through its genomic expertise and rare disease dataset.Whole Exome Sequencing (WES) and Whole Genome Sequencing (WGS) are key revenue drivers,

by Chandra

Healthcare Stocks

May 22, 2024

Evolus: Chiseling Away At The Aesthetic Market

by Chandra

Biotechnology Stocks

May 13, 2024

For Biotech Stocks To Move Higher, This Must Move Lower

Biotech indexes, represented by IBB and XBI, have been facing pressure since March and trading at valuations seen in April 2020.The key factor influencing biotech valuations, discussed below, is expected

by Chandra

Healthcare Stocks

January 8, 2024

Healthcare Outlook 2024

The healthcare sector had a flat performance in 2023 due to unique issues.Drug price regulation will be an uphill challenge for the sector this year.Defensive healthcare industry groups should do

by Chandra

Biotechnology Stocks

January 3, 2024

Biotech Bonanza: 2024 Biotech Outlook As The Fed Turns Dovish

The biotech industry experienced a challenging year in 2023 due to a rising 10-year Treasury yield.In 2024, the 10-year yield should favorably support biotech stocks.Promising advancements in weight loss drugs,

by Chandra

Healthcare Stocks

November 13, 2023

Biotech Stocks Ready To Roar

by Chandra

Healthcare Stocks

August 14, 2023

Second Half Outlook For Biotech Stocks

Biotech stocks faced challenges in the first half of the year, with the Nasdaq Biotechnology Index losing 3%, compared to strong advances in the broader market.The direction of the 10-year

by Chandra

Healthcare Stocks

June 13, 2023

Akero Therapeutics: Marching On And Delivering Promising Results

Akero Therapeutics is making strong progress in developing a treatment for NASH, an area of high unmet medical need.The company's lead product candidate has shown promising and highly significant results

by Chandra

Biotechnology Stocks

Stock Market

May 30, 2023

Iveric bio, Still A 5+% Opportunity

Iveric bio, Inc., focused on developing treatments for retinal diseases, has announced its acquisition by Astellas Pharma Inc.Iveric bio, Inc. stock trades at a discount of over 5% for an

by Chandra

Biotechnology Stocks

Stock Market

April 24, 2023

Biotech Stocks Second Quarter Outlook

Biotech stocks have been consolidating recently but may be ready to rally higher due to factors such as a declining 10-year yield and growing M&A activity.Biotech deal-making has been increasing,

by Chandra

Biotechnology Stocks

Stock Market

March 13, 2023

Biotechs Reel From Bank Collapse, But Not All May Be Bad

The collapse of Silicon Valley Bank led to a market-wide selloff and caused significant volatility in biotech and technology stocks.Regulators are expected to take swift action this week to contain

January 23, 2023

Healthcare Outlook 2023

Healthcare significantly outperformed the broader market last year, after two years of underperforming the S&P 500.When the end to restrictive policy is in sight, then the sector is likely to

by Chandra

Biotechnology Stocks

Stock Market

January 9, 2023

Biotech Bonanza: 2023 Biotech Outlook As The Fed Remains Hawkish

Federal Reserve interest rate policy to again remain the market focus this year and create a chaotic first half.Biotechnology should be favorably positioned relative to the market if the economy

by Chandra