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

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,

Biotech Stocks Ready To Roar

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

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

Akero Therapeutics Marching On
& 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

Cell VIsualization. Credit: Maksim Tkachenko, Getty Images

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,

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

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

Human Cell, ClaudioVentrella/iStock via Getty Images

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.Biotechs should be favorably positioned relative to the market if the economy

Biotech Stocks Well-Positioned
For The Fourth Quarter

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 Level

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

What’s Next For Biotech And Healthcare

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 2022 Outlook –
An Attractive Sector In A Difficult Year

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

Prudent Biotech - Biotechnology Stock Outlook 2022

Biotech Bonanza –
2022 Biotech Outlook In A Hawkish Fed Year

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

Prudent Biotech - Neurons ~ Getty Images

The Curious Case Of Cassava Sciences

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 Marches To The Top With Opportunities for Further Gains

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 Bonanza: Promising Second Half Outlook for Biotech Stocks

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: Well-Positioned In
Parkinson’s And Alzheimer’s

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 Ready To Roar

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 And Biotech Stocks Remain Promising With Upcoming Catalytic Decisions

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

3 Healthcare Stocks As The Sector Breaks Out To New Highs

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

3 Biotech Neurology Stocks Pursuing Alzheimer’s And Parkinson’s Diseases

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

PrudentBiotech.com ~ Healthcare and Bear Market

Healthcare Is Ready To Lead In 2021

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

Biotech Bonanza: 2021 Outlook In A Post-Pandemic Year

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

llustration - The New York Times, Nicholas Konrad; Photograph Anna Moneymaker

Healthcare And Biotech Outlook -Final Quarter of 2020

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 Bonanza – Second Half Outlook 2020

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

Prudent Biotech ~ IBB Performance 2015 to 2020

Biotech’s Golden Moment

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

Biotech Melt-up

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

Healthcare In A Bear Market

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

What’s Ahead For The Stock Market

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

Biotechs Feel The Bern

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

PrudentBiotech.com created image of Biotech 2020 outlook

Biotech Bonanza: 2020 Outlook In An Election Year

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,

4 Biotech Stocks In Neurology As Biotechs March On

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

Healthcare On The March

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

Cell nucleus with RNA ~ PrudentBiotech.com

4 RNA Therapy Stocks For A Biotech Portfolio

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

PrduentBiotech.com ~ Healthcare and Biotechnology Stocks

Healthcare & Biotechs Struggle, But Opportunity Ahead

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

Biotechs Second Half Battle

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

PrudentBiotech.com ~ DNA Strand Biotech Stocks

Biotech Stocks Getting Ready To Explode

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

PrudentBiotech.com ~ Capital Hill Drug Price Legislaiton

A Biotech Friendly Event In An Unfriendly Healthcare Market

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

3 Gene Therapy Stocks

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

Healthcare And Biotechs Feel The Heat As The Market At New Highs

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 M&A Theme Builds Momentum

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

Biotech Bonanza: The M&A Theme

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

Biotech Bonanza: 2019 Outlook

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

A Migrating Biotech Bear

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

PrudentBiotech.com ~ Car T and Cancer Cells

Biotech Stocks Bloodied But Can Now Drive M&A

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

The Biotech Conundrum!

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

PrudentBiotech.com ~ Stock Market Outlook and Biotech Outlook

Small Caps Are Rising. Biotech Stocks Can’t Be Far Behind!

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

PrudentBiotech.com ~ Beta Amyloid Plaque and Abnormal Tau Protein in Brain

Biotech Stocks: Tariff Safe And Building Momentum

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 Delivers A Biotech Boost, As The Market Waits On Trump-Kim And The Fed

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

PrudentBiotech.com ~ DNA - Biotech Stocks Outlook

4 Reasons & An Upcoming Catalyst to Move Biotech Stocks Higher

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

PrudentBiotech,.com ~ Biotechs and Pharma ~ Credit: Adobe, Watkung

Biotech Stocks Emerge Unscathed And Ready To Go

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

Biotech Stocks, Whipsawed By Volatility, Remain Well-Positioned

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 Approaching New Waters

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

Biotech Stocks: Still Positioned For More Gains

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: The Gates Begin To Open

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

PrudentBiotech.com ~ T-Cell visualization

2018 Outlook – Biotech Bonanza: Biotech Stocks To Keep Shining

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,

Biotech: Opportunity Ahead!

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

Biotech Bonanza: A Key Piece Falls In Place!

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

Biotech Bonanza: The Next Leg Up for Biotech Stocks!

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

Biotech Stocks Best Chance for Breakout, Gets Even Better!

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

Biotech’s Best Chance!

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

Prudent Biotech - Red Blood Cells Picturization

Biotech Stocks – Approaching An Inflection Point

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

Positives and Momentum Build for Biotechnology!

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

Biotech Bonanza: Breaking New Ground!

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

Biotechnology: Ready for New Highs!

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

Biotechnology: Can Trump Be A Catalyst For M&A?

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

Biotechnology: Is 2017 A Bonanza Year?

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

Healthcare Executives Are The Highest Paid

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

Prudent Biotech - Biotechnology: Entering A Pocket Of Turbulence

Biotechnology Stocks Struck By Bolt From Trump Tower

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

Biotech Bonanza – 5 Reasons For Biotech Stocks To Shine. 2017 Outlook

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

Biotech Stocks Overreact, Fearing An Election “Sweep”

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

Yellen & Clinton Combo To Take Stock Market Higher

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

Biotech Stocks: No Easy Way Out, But Almost There!

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

Is Biotechnology Finally Ready To Move Higher?

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

IBB YoYo - Prudent Biotech - Graycell Advisors

Biotechnology – The Perfect Yo-Yo

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

Brexit Doesn’t Mean An Exit On Stocks

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

Biotechnology: Clearer Skies, Ready To Move Higher

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

Lightning on Biotech Sector - Prudent Biotech

Biotechnology: Entering A Pocket Of Turbulence

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,

The Thundering Quant Bulls

APRIL 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

Our Investing Biases Cost Us Investment Returns!

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

Biotech Stock Investing - PrudentBiotech.com

Biotechnology Stocks Poised To Move Higher!

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,

Federal Reserve Bank - Prudent Biotech article on stock market outlook

It’s The Fed’s Move Once Again!
Stock Market Outlook

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

Is The Biotech Sector Bottoming Out?

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

Don’t Go Chasing The Market Lows!

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

The Fed’s Done For Now – Stock Market And Small Cap Viewpoint For 2016

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

Biotech Stocks Can’t Be Ignored!

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