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Earnings Season Continues with Lots of Beats - But Little Bounce to the Sector

Earnings Season Continues with Lots of Beats - But Little Bounce to the Sector

Earnings Season Continues with Lots of Beats - But Little Bounce to the Sector

Biotech & Healthcare

Jonathan Poyer

May 8, 20243 min read

Earnings Season Highlights a Number of Beats but Not Enough to Raise the Index

Earnings Season Highlights a Number of Beats but Not Enough to Raise the Index

Earnings Season Highlights a Number of Beats but Not Enough to Raise the Index

Biotech & Healthcare

Jonathan Poyer

May 2, 20242 min read

ONO Pharmaceutical Acquires Deciphera in a Monster Deal - Earnings Season has Begun with Big Beats

ONO Pharmaceutical Acquires Deciphera in a Monster Deal - Earnings Season has Begun with Big Beats

ONO Pharmaceutical Acquires Deciphera in a Monster Deal - Earnings Season has Begun with Big Beats

Biotech & Healthcare

Jonathan Poyer

May 1, 20243 min read

Biotech M&A Quiet Heading Into Earnings Season - Intra-Cellular (ITCI) Drug Hits in Clinical Trial and Creates Potential $1B+ Opportunity

Biotech M&A Quiet Heading Into Earnings Season - Intra-Cellular (ITCI) Drug Hits in Clinical Trial and Creates Potential $1B+ Opportunity

Biotech M&A Quiet Heading Into Earnings Season - Intra-Cellular (ITCI) Drug Hits in Clinical Trial and Creates Potential $1B+ Opportunity

Biotech & Healthcare

Jonathan Poyer

Apr 24, 20242 min read

Biotech Capital Markets Activity - 130 Biotech Transactions YTD compared to Just 45 Last Year. $22B vs. $6B. Healthy Numbers but the Index Lags

Biotech Capital Markets Activity - 130 Biotech Transactions YTD compared to Just 45 Last Year. $22B vs. $6B. Healthy Numbers but the Index Lags

Biotech Capital Markets Activity - 130 Biotech Transactions YTD compared to Just 45 Last Year. $22B vs. $6B. Healthy Numbers but the Index Lags

Biotech & Healthcare

Jonathan Poyer

Apr 23, 20241 min read

There is (Much) More to AI Markets than NVIDIA - And That Dip Might Mean a Good Time to Buy

There is (Much) More to AI Markets than NVIDIA - And That Dip Might Mean a Good Time to Buy

There is (Much) More to AI Markets than NVIDIA - And That Dip Might Mean a Good Time to Buy

Robotics & Automation

Jonathan Poyer

Apr 23, 20242 min read

Vertex Announces Their Largest Deal Ever While AbbVie's News Around Neuroscience Drug Maker Makes More Waves

Vertex Announces Their Largest Deal Ever While AbbVie's News Around Neuroscience Drug Maker Makes More Waves

Vertex Announces Their Largest Deal Ever While AbbVie's News Around Neuroscience Drug Maker Makes More Waves

Biotech & Healthcare

Jonathan Poyer

Apr 19, 20241 min read

Vertex Pharmaceuticals Announces Largest Acquisition Ever - But Biotech Index Dips

Vertex Pharmaceuticals Announces Largest Acquisition Ever - But Biotech Index Dips

Vertex Pharmaceuticals Announces Largest Acquisition Ever - But Biotech Index Dips

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Apr 18, 20242 min read

April 2024 Riffin' on Real Estate

April 2024 Riffin' on Real Estate

April 2024 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Apr 15, 20241 min read

Risk On for Q1 - But Returns are Broadening Beyond Tech and Indices are at All-Time Highs

Risk On for Q1 - But Returns are Broadening Beyond Tech and Indices are at All-Time Highs

Risk On for Q1 - But Returns are Broadening Beyond Tech and Indices are at All-Time Highs

Jonathan Poyer

Apr 12, 20242 min read

Biotech Rise Starts to Come Down as Index Reverts to the Mean - But as Momentum Cools Solid Fundamentals Look Good

Biotech Rise Starts to Come Down as Index Reverts to the Mean - But as Momentum Cools Solid Fundamentals Look Good

Biotech Rise Starts to Come Down as Index Reverts to the Mean - But as Momentum Cools Solid Fundamentals Look Good

Biotech & Healthcare

Jonathan Poyer

Apr 10, 20243 min read

Barrons Highlights a Potential Big Change in Bio Investing - What Happens When $100B in Revenue Comes Up for Grabs?

Barrons Highlights a Potential Big Change in Bio Investing - What Happens When $100B in Revenue Comes Up for Grabs?

Barrons Highlights a Potential Big Change in Bio Investing - What Happens When $100B in Revenue Comes Up for Grabs?

Biotech & Healthcare

Jonathan Poyer

Apr 8, 20242 min read

Diving Deep into the Waters of RMBS Investing. Should We Give Up on the Sector or Can It Become Attractive Again?

Diving Deep into the Waters of RMBS Investing. Should We Give Up on the Sector or Can It Become Attractive Again?

Diving Deep into the Waters of RMBS Investing. Should We Give Up on the Sector or Can It Become Attractive Again?

Jonathan Poyer

Apr 5, 20242 min read

Momentum and Story Stocks Narrowly Drive the Index - When Will Others Participate?

Momentum and Story Stocks Narrowly Drive the Index - When Will Others Participate?

Momentum and Story Stocks Narrowly Drive the Index - When Will Others Participate?

Biotech & Healthcare

Jonathan Poyer

Apr 5, 20241 min read

Merck Hits All-Time High; But Momentum Trading Continues to Push Down the Biotech Index

Merck Hits All-Time High; But Momentum Trading Continues to Push Down the Biotech Index

Merck Hits All-Time High; But Momentum Trading Continues to Push Down the Biotech Index

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Apr 2, 20242 min read

Lots of Action on the Biotech Secondary Market - 8 Transactions, $1.4B

Lots of Action on the Biotech Secondary Market - 8 Transactions, $1.4B

Lots of Action on the Biotech Secondary Market - 8 Transactions, $1.4B

Biotech & Healthcare

Jonathan Poyer

Mar 28, 20241 min read

You Need to Understand the Status of the VIX - More Volatility on the Up than the Down

You Need to Understand the Status of the VIX - More Volatility on the Up than the Down

You Need to Understand the Status of the VIX - More Volatility on the Up than the Down

Volatility Investing and the VIX

Jonathan Poyer

Mar 28, 20241 min read

Acquisitions in the News, But Momentum Trading Driving a Select Few Biotech Names. How Long Will That Last?

Acquisitions in the News, But Momentum Trading Driving a Select Few Biotech Names. How Long Will That Last?

Acquisitions in the News, But Momentum Trading Driving a Select Few Biotech Names. How Long Will That Last?

Biotech & Healthcare

Jonathan Poyer

Mar 26, 20243 min read

AstraZeneca Acquires 2 Pharma Companies for over $2.1B Combined - Index Still Down for March

AstraZeneca Acquires 2 Pharma Companies for over $2.1B Combined - Index Still Down for March

AstraZeneca Acquires 2 Pharma Companies for over $2.1B Combined - Index Still Down for March

Biotech & Healthcare

Jonathan Poyer

Mar 26, 20241 min read

Not All AI Success Stories Rhyme with NVIDIA - Take a Look at Some Names You Might Not Have Heard Of

Not All AI Success Stories Rhyme with NVIDIA - Take a Look at Some Names You Might Not Have Heard Of

Not All AI Success Stories Rhyme with NVIDIA - Take a Look at Some Names You Might Not Have Heard Of

Robotics & Automation

Jonathan Poyer

Mar 25, 20242 min read

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