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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

Biotech/Healthcare 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

Biotech/Healthcare Weekly Updates

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

Argenx Receives FDA Approval Causing Stock to Jump and Alnylam Shows Positive Results Boosting Its Price as the XBI Index Moves Above Its 50-Day Average

Jonathan Poyer

Jun 26, 20242 min read

Biotech/Healthcare Weekly Updates

Argenx Receives FDA Approval Causing Stock to Jump and Alnylam Shows Positive Results Boosting Its Price as the XBI Index Moves Above Its 50-Day Average

Abbvie Partners with FutureGen in $150M Upfront Deal with Additional $1.56B in Potential Additional Milestones

Jonathan Poyer

Jun 18, 20242 min read

Biotech & Healthcare

Abbvie Partners with FutureGen in $150M Upfront Deal with Additional $1.56B in Potential Additional Milestones

CPI Delivers and the Bond Market Takes Notice. Investors Likely to Follow

Jonathan Poyer

Jun 13, 20241 min read

CPI Delivers and the Bond Market Takes Notice. Investors Likely to Follow

Solid CPI Bumps Biotech Index Up 1.47%. Can the Risk-On Mentality Move Beyond NVIDIA?

Jonathan Poyer

Jun 13, 20242 min read

Biotech & Healthcare

Solid CPI Bumps Biotech Index Up 1.47%. Can the Risk-On Mentality Move Beyond NVIDIA?

June 2024 Riffin' on Real Estate

Jonathan Poyer

Jun 12, 20241 min read

Riffin' on Real Estate Recordings

June 2024 Riffin' on Real Estate

Biotech M&A Continues Chugging Along. Five, Billion Dollar Plus Transactions in May. 2024 Outpacing 2023 Significantly

Jonathan Poyer

Jun 7, 20241 min read

Biotech & Healthcare

Biotech M&A Continues Chugging Along. Five, Billion Dollar Plus Transactions in May. 2024 Outpacing 2023 Significantly

Impressive Data Sets from Big Pharma and Merck Spends $1.3B to Acquire Eyebiotech

Jonathan Poyer

Jun 6, 20242 min read

Biotech & Healthcare

Impressive Data Sets from Big Pharma and Merck Spends $1.3B to Acquire Eyebiotech

Asahi Kasei announces the acquisition of Calliditas Therapeutics (CALT) for $1.1 billion. The M&A Train Never Stops!

Jonathan Poyer

Jun 3, 20242 min read

Biotech/Healthcare Weekly Updates

Asahi Kasei announces the acquisition of Calliditas Therapeutics (CALT) for $1.1 billion. The M&A Train Never Stops!

May 2024 Follow-Up with the Doctor

Jonathan Poyer

May 30, 20241 min read

Dr. is IN Monthly Call Recordings

May 2024 Follow-Up with the Doctor

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