Biotech stocks, long burdened by concerns over rising yields, are poised for improvement as the 10-year yield may have peaked, signaling a potential upswing in the industry's fortunes.The recent uptrend
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
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
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,
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
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
Federal Reserve interest rate policy to again remain the market focus this year and create a chaotic first half.Biotechs should be favorably positioned relative to the market if the economy
Biotechs are relatively better positioned in this fourth quarter compared to the broader market.The path of interest rates is clearer for 2022 and the FED is closer to a pause
Healthcare Remains Steady As Market Approaches A Key LevelThe market is approaching a key technical level.Healthcare has relatively outperformed the market and has been consolidating.Biotechs found a bottom and are
Biotechs have sold off this year along with the broader market. Declines have been more pronounced than prior pullbacks. However, healthcare continues to outperform.Federal Reserve's interest rate policy will continue
Healthcare is relatively well-positioned as a defensive sector in a volatile market environment compared to the broader market.Favorable trends to continue boosting healthcare spending.Anti-viral data to begin providing hope and
Biotechs struggled in 2021 as indexes lagged the broader market.So far in 2022, biotechs have dropped sharply as interest rate uncertainty has created a risk-off market. A rising interest rate
Cassava Sciences has encountered serious allegations in the citizen's petition and other discrepancies that were subsequently uncovered.The allegations do not provide a concrete and relevant connection to data manipulation.FDA will
Healthcare had a slow start but now is one of the leading sectors in terms of 2021 performance.Healthcare is well-positioned to benefit from growing spending and pent-up demand.The sector is
Biotech stocks had a muted first half with the S&P Biotech Index down year-to-date, and more than 20% lower from its mid-February peak.The decline in biotech stocks coincided with a
Prothena has developed broad expertise in removing plaques across different pathologies.FDA's acceptance of amyloid plaque reduction as a sufficient secondary endpoint for an accelerated approval de-risks multiple smallcap biotechs and
Biotechs are ready to march forcefully higher after a lengthy consolidation.Approval of Biogen's Alzheimer's treatment delivers a bonanza for neurodegenerative-focused companies and the overall biotech sectorThe lower bar set for
Healthcare faces an important decision as the Supreme Court decides on the Affordable Care Act.Biotechs face an important FDA decision on approval of an Alzheimer's treatment.Oncology companies get ready to
Healthcare has been lagging the market, but that is now changing.As biotechs consolidate, other healthcare industry groups are powering the sector to a breakout.Medical Devices and Services are poised to
Biotech stocks remain under pressure due to fear of persistently rising interest rates.Neurology is a complex area of biotech with great promise and significant challenges.New approaches are broadening out the
Healthcare lagged the broader market last year, but that can change this year.A cyclical upturn as the pandemic abates and pent-up demand can boost healthcare.Best positioned are industry groups within
2020 was a year of immense adversity and contrast, as stocks bounced back sharply from a pandemic-induced bear market.Biotechs play a pivotal role in managing down the pandemic as vaccine
As the pandemic resurges, early vaccine trials are reaching the home stretch.Vaccine results now pushed back to mid-to-late November at the earliest, and there have been delays in therapeutic treatments.Healthcare
Biotech is one of the rare industries whose prospects have improved as the year has progressed.A low interest rate environment, a less hostile regulatory environment, and strong investor interest creates
Biotechs are not as broadly and deeply affected by COVID-19 disruption and now lead the market as the economy begins the recovery process.Healthcare has attracted growing investor interest due to
A high daily death toll suggests a much more careful and measured reopening of the economy will be possible, not a quick-paced one.The pandemic thrusts the biotechnology and the pharmaceutical
Stocks plunge into a bear market as the viral outbreak threatens to devastate the economy.Healthcare has performed relatively better than the broader market which already has plunged over 30%.The healthcare
The viral outbreak is forcing the market to price a recession, although most likely it will be a transitory first-half slowdown.The US may be less prepared for the outbreak as
Healthcare is entering a period where election cycle impact will grow. The Medicare for All healthcare plan will begin to get factored based on the success of the proponents in the
Biotechs closed out 2019 on a strong note with the fourth quarter providing the longest sustained rally of the entire year. Favorable regulatory shifting, a timely ramp-up in M&A, FDA approvals,
Biotechs have been rejuvenated by a dose of M&A and near-term regulatory deflection After significantly lagging the broader market, biotech is steadily making progress Regulatory concerns remain
Last week, the enormity of the risk for healthcare diminished and investors reacted favorably.Healthcare lags the broader market quite significantly, and specifically, biotechs and pharmaceuticals lag even more so.We continue
Biotech stocks have turned the corner, moving forcefully higher, but they still have a long way to go after deeply lagging the market.The overarching systemic risk of a growing shift
Healthcare has been affected by the growing thrust towards regulation to reduce costs. Biotech and pharmaceutical valuations have been hurt as efforts to control drug prices intensify. Improving risk appetite
Biotech indexes have remained subdued as the broader market has rallied.The broader healthcare sector and biopharma industries, in particular, remain under regulatory duress just as they have been for some
A dollar invested in a biotech index in 2015 would still remain a dollar in 2019 as the biotech group has been tracking sideways for 4 years.Two overarching risks have
American Society of Clinical Oncology (ASCO) annual event to provide some cheer to biotechs. Healthcare remains a sector under regulatory stress and in political cross sight.Broader market buffeted by trade
Biotech stocks and the broader healthcare sector remain under pressure.Promising opportunities exist in the small-cap and mid-cap segments.Gene therapy remains the emerging scientific frontier in biotech.3 promising small-cap gene therapy
Market indexes have arrived at their best point since the 52-week highs set in October last year. Enough support for the market, including nervous money on the sidelines, to
Biotech transaction activity continues to be sustained and well ahead of last year. Recent industry survey indicates a strong expectation by industry insiders of future biotech M&A transactions. A
Biotechs have led the V-shaped market decline and recovery over the past 2 months A rise in M&A activity after a moribund 2018 has helped the sector to recover faster
2018 was a harder year than envisioned, even though second-half turbulence was somewhat anticipated The biotechnology sector provided opportunities for attractive returns during 2018 although the late-year decline rapidly
Biotech sector achieves the dubious distinction of being amongst the first to slip over the Bear market threshold. Nonetheless, this should be a transitory bear market for biotechs, as
The biotech stocks plunge along with the broader market, as the smallcap and midcap biotech stocks retreat -17%. The larger cap biotechs and pharmaceutical companies are performing relatively much better. The
Biotech stocks are performing well with double-digit gains for key indexes so far in 2018. Nonetheless, the biotech stock index returns do not appear to be favorable to the
While much attention is being riveted on the S&P 500 new all-time high eclipsing the January one, small caps accomplished that in May. Small caps are in their next
The Nasdaq Biotechnology Index is poised to make a 52-week high and most likely an all-time high shortly thereafter. Biotech stocks are more insulated from the biggest concern for the market
ASCO provides a boost to many oncology biotech stocks. Small and midcap biotech stock index remains poised near high. Federal Reserve to raise rates, but not deviate much from
The market is becoming more comfortable with risk as evidenced by the rise of the small cap index to a new all-time high. Biotechs have lagged in market performance
The blueprint to lower drug prices leaves Biotechs unscathed and can be a net positive for the biopharma industry. A big cloud has cleared and this will assist biotech
Biotechnology is doing what it does - being volatile. But that's normal, and the primary trend for biotechs remains positive Industry dynamics continue to favor brighter prospects Mergers &
Biotech stocks are approaching highs achieved in 2015, as reflected by the Nasdaq Biotech Index. New science is opening up great opportunities with boundless potential. The biotech sector also
Sharp market correction triggered by interest rate concerns creates opportunities Market transitions into a more typical rally and pullback mode, with a continued firm uptrend Biotech stocks are experiencing
Biotech sector starts off the year strong with multiple acquisitions and partnerships, beginning to usher in the long-awaited M&A boom. Furthermore, unlike last October, earnings season this time
December 20, 2017 Biotechnology delivered a solid year in 2017, overcoming the poor performance in 2016. Multiple reasons for Biotechs to continue performing strongly in 2018. On a relative basis,
November 30, 2017 Biotechnology sector has corrected over 10%. Poor earnings of larger biotechs knocked the wind out of the sector. An imminent catalyst can push the sector higher, recovering
September 07, 2017 Biotechnology begins to lead the market Acquisition sparks a rally in biotech stocks FDA drug approvals pick up pace Elevated broader market risk during September and October
July 26, 2017 FDA's new focus on accelerating drug approvals creates a valuation enhancing environment Sentiment change with the approval of innovative life-saving drug class targeting cancer Earnings season to
June 21, 2017 An Executive Order expected to be issued shortly clarifying health care policy. The measures outlined are expected to be industry-friendly. Price negotiation for Medicare is not on
June 8, 2017 A possible "Comey Rally" Favorable market environment for Biotechs Positive news flow from ASCO Potential catalysts - M&A, broader market advance, and health care policy clarity Biotechnology
Biotechs are performing well this year even in an uncertain environment. Policy clarity is important and we may be approaching an inflection point. A favorable backdrop for biotech stocks
March 14, 1017 Trump nominates Scott Gottlieb for FDA Commissioner Appears to settle debate on regulation gutting vs streamlining. Medicare pricing negotiation appears to be not on the table. Big
March 06, 2017 Biotechnology sector finally recorded a 52-week high, lagging the broader market by 8-months Early stages of the rally, with multiple reasons to drive further highs in the
February 09, 2017 Biotechs and pharmas remain under the cloud of uncertain policy But recent developments increase confidence on the regulatory front Sufficient biotech sector drivers now exist to create
January 24, 2017 Trump indicts the industry on "getting away with murder." Pharmaceutical industry shows early signs of a shift towards self-regulation. Innovation can be spurred by acquisitions. Trump's activism
January 11, 2017 Biotechnology sector was one of the worst performing sectors in 2016. Political uncertainty has diminished but is still impairing investor confidence Signs are present for the sector to
January 10, 2017 The Biotechnology sector's investment performance suffered last year with an over -21% decline. But don't let that dissuade you from joining drugmaker companies. According to a recent Bloomberg Pay
December 08, 2017 The pharmaceuticals and biotechnology stocks retreated sharply today, as Trump was quoted in a Time magazine "Person of the Year" article as being upset about the high drug prices
The pendulum has swung in the other direction, and Biotechnology is poised to become a leading sector heading into 2017 The diminished risk of policy uncertainty positions the biotech sector
Sharp decline in Biotech Stocks last week was a reaction to political winds. Biotechs fear an election sweep giving control of Congress and White House to a single-party. We
SEPTEMBER 29, 2016 Chair Janet Yellen delivers an unchanged monetary policy soothing the market. Hillary Clinton appears to regain her footing in the presidential elections soothing global markets. Technology earnings
SEPTEMBER 15, 2016 Difficult year for Biotech stocks so far with the sector down -17% YTD Fundamentally the biotech sector is gaining strength Meaningful policy clarity to be achieved in
JULY 25, 2016 Broader market rally to new highs has raised the probability of a Biotechnology breakout. After a nearly 6-month trading range consolidation, the sector appears poised to make
JULY 06, 2016 The Biotechnology Sector Has Been Range-bound this year. Conditions for a move higher were optimal, till Brexit happened. The generally positive stock market backdrop can help the
June 30, 2016 One thing that became certain after the British referendum favoring an Exit from the Eurozone, popularly referred to as Brexit for "British Exit," is a shifting of the
JUNE 03, 2016 The biotech sector is well-positioned to move higher now than at any other time this year Consolidation activity has begin to forcefully rise which has spurred investor
The biotechnology sector performed strongly during March and April. Some sector-specific and market-related factors are clouding the positive narrative of the Biotechnology sector. Even though near-term caution is advisable,
APRILÂ 21, 2016 Yesterday, April 20, the S&P500 reached a critical stock market technical level of 2100. This is the level around which the index had peaked in November 2015. Why is this
APRIL 07, 2016 We are influenced by the pool of emotions and experiences accumulated over our lifetime, which create certain preferences or proclivities in our thinking. We lean on these tendencies, when making
MARCH 28, 2016 The Biotechnology sector has not participated in the recent market rise for reasons which are losing their grip We believe the process of bottoming out has occurred,
MARCH 15, 2016 Federal Reserve will update its “dot plot” to reflect the median rate hikes for 2016, and that number is widely expected to come down to 3 from 4 A more
FEBRUARY 01, 2016 Biotech sector has corrected 35% since its peak in July 2015 Worst appears to be over and we are close to a Biotech bottom, if not there yet More consolidation
JANUARY 15, 2016 Don’t Go Chasing Market Lows … they just keep getting lower! Biotechs represent a sector with tremendous potential. At the same time, it’s a highly volatile sector and quite
JANUARY 07, 2016 We anticipate the market decline to provide fresh legs for a new rally later in the first quarter and early second quarter. For the year, we anticipate a positive
DECEMBER 2015 Biotech is a sector that has outperformed the market meaningfully over a market cycle The general perception of the sector being highly risky overlooks a portfolio approach as well as