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Dr. is IN Monthly Call Recordings

August 2024 Follow-Up with the Doctor

Jonathan Poyer

Aug 31, 20241 min read

Dr. is IN Monthly Call Recordings

August 2024 Follow-Up with the Doctor

Record Low Volumes but Biotech Catching a Tailwind with Expectations of Rate Cuts

Jonathan Poyer

Aug 29, 20241 min read

Biotech & Healthcare

Record Low Volumes but Biotech Catching a Tailwind with Expectations of Rate Cuts

Low Trading Volume Reflects Wait and See Approach to Rates, Market Volatility

Jonathan Poyer

Aug 23, 20242 min read

Biotech & Healthcare

Low Trading Volume Reflects Wait and See Approach to Rates, Market Volatility

Biotech Capital Markets Highlights: Transactions 2X Over 2023

Jonathan Poyer

Aug 20, 20241 min read

Biotech & Healthcare

Biotech Capital Markets Highlights: Transactions 2X Over 2023

August 2024 Riffin' on Real Estate

Jonathan Poyer

Aug 19, 20241 min read

August 2024 Riffin' on Real Estate

Government Announces Drug Price Controls

Jonathan Poyer

Aug 16, 20241 min read

Biotech & Healthcare

Government Announces Drug Price Controls

Earnings Season Continues with Beats. Market Poised for a Breakout but Appears Waiting on Rates

Jonathan Poyer

Aug 15, 20242 min read

Biotech & Healthcare

Earnings Season Continues with Beats. Market Poised for a Breakout but Appears Waiting on Rates

Biotech Stays Above 50-Day Moving Average and Crown Therapeutics Acquires Revance for $924M

Jonathan Poyer

Aug 15, 20242 min read

Biotech & Healthcare

Biotech Stays Above 50-Day Moving Average and Crown Therapeutics Acquires Revance for $924M

Diving Into the Mortgage and Housing Market - Prices Remain High, Inventory Low, But the Future of Rates Has Investors, Borrowers, and Owners Engaged

Jonathan Poyer

Aug 8, 20242 min read

Diving Into the Mortgage and Housing Market - Prices Remain High, Inventory Low, But the Future of Rates Has Investors, Borrowers, and Owners Engaged

A Look at Biotech Earnings Beats and Misses - Overall a Solid Quarter

Jonathan Poyer

Aug 7, 20242 min read

Biotech & Healthcare

A Look at Biotech Earnings Beats and Misses - Overall a Solid Quarter

The 10-year Yield Falls with S&P Biotech Index - Trends Breaking and Sector Optimistic

Jonathan Poyer

Aug 7, 20242 min read

Biotech & Healthcare

The 10-year Yield Falls with S&P Biotech Index - Trends Breaking and Sector Optimistic

July 2024 Follow-Up with the Doctor

Jonathan Poyer

Jul 31, 20241 min read

Dr. is IN Monthly Call Recordings

July 2024 Follow-Up with the Doctor

Collegium Acquires Ironshore Therapeutics for $525M and Big Pharma Rallies on Strong Earnings and IRA Policy Impact

Jonathan Poyer

Jul 31, 20243 min read

LifeSci Weekly Updates

Collegium Acquires Ironshore Therapeutics for $525M and Big Pharma Rallies on Strong Earnings and IRA Policy Impact

There Is Still No Market Volatility! One 2% Up Day and Zero -2% Down Days in Almost a Year

Jonathan Poyer

Jul 26, 20242 min read

There Is Still No Market Volatility! One 2% Up Day and Zero -2% Down Days in Almost a Year

Breaking Down of Momentum as a Leading Performance Metric Continues to Influence Biotech Sector

Jonathan Poyer

Jul 24, 20242 min read

Biotech & Healthcare

Breaking Down of Momentum as a Leading Performance Metric Continues to Influence Biotech Sector

Why Are Fixed Income Managers Staring at SOFR Rates and Why Does Their Coming Down Matter?

Jonathan Poyer

Jul 24, 20242 min read

Why Are Fixed Income Managers Staring at SOFR Rates and Why Does Their Coming Down Matter?

Illumnia Acquires Fluent Biosciences and CMS Rule Changes Ignite Lantheus Holdings Up +35% As Biotech Continues Its Summer Bump

Jonathan Poyer

Jul 16, 20242 min read

Biotech & Healthcare

Illumnia Acquires Fluent Biosciences and CMS Rule Changes Ignite Lantheus Holdings Up +35% As Biotech Continues Its Summer Bump

July 2024 Riffin' on Real Estate

Jonathan Poyer

Jul 16, 20241 min read

Riffin' on Real Estate Recordings

July 2024 Riffin' on Real Estate

Eli Lilly Continues Its Run Acquiring Morphic Holdings for $3.2B As Its Stock Pushes +62% for the Year

Jonathan Poyer

Jul 10, 20242 min read

Biotech & Healthcare

Eli Lilly Continues Its Run Acquiring Morphic Holdings for $3.2B As Its Stock Pushes +62% for the Year

Biotech Index Moves to Market Cap Weighted Style and Healthcare Report Forecasts Spending to 19.7% of GDP by 2032!

Jonathan Poyer

Jul 9, 20242 min read

LifeSci Weekly Updates

Biotech Index Moves to Market Cap Weighted Style and Healthcare Report Forecasts Spending to 19.7% of GDP by 2032!

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