Biotech just staged one of its sharpest reversals in years, and whether you caught it or completely missed it, the same uncomfortable question now sits in front of every portfolio: does the…
GSK just handed Moderna's biggest rival program a late-stage green light, yet traders are sending MRNA stock sharply higher. The logic behind that reaction tells you something important about where the real…
Retail traders are piling into Novavax on cancer-vaccine speculation, but the move that actually changed the company's business model happened quietly last week and has nothing to do with oncology.
Moderna stock shed 7% on Wednesday with no company news to blame, reopening a brutal question that its 439% year-to-date rally had been drowning out: what exactly does a $59 billion valuation…
Merck stock sits near analyst targets that fall short of $200, yet a compressed fall calendar of FDA decisions and a pivotal cancer vaccine readout could force Wall Street to rethink the…
Moderna just handed back 7% of its staggering year-to-date run in a single session, and the question rattling traders is whether this is a routine exhale or the beginning of a painful…
Moderna has now swung violently in both directions for three straight sessions on the same unchanged clinical news, and the options chain hints at why this whipsaw is far from over.
A historic one-session rally in a cancer vaccine stock is already unwinding, and Wall Street analysts disagree sharply on whether the reversal reflects a trade gone cold or an opportunity that the…
Legend Biotech just posted a quarter that flipped a key narrative for LEGN shareholders, but with a CEO transition underway and the stock still down sharply over the past year, the real…
Most biotech investors treat FBT and IBB as two names for the same trade, but the structural differences buried in their index methodologies have produced shockingly different outcomes depending on where the…
CNBC’s Jim Cramer pushed viewers away from the usual semiconductor and hyperscaler chatter. Instead, he highlighted a group he says has quietly become the market’s leader. “There is a move in biotech…
Biotech has reasserted itself over the past year as drug approvals, obesity and GLP-1 programs, oncology pipelines, and renewed merger activity pulled capital back into a sector that spent much of the…
Biotech has long been one of the strongest sector stories of the past year, and investors who got there early have been rewarded. As of April 2, 2026, the State Street SPDR…
The bulk of coverage towards the top gaining stock sectors over the past year has focused understandably on technology, which has made huge strides, with semiconductors exceeding +60%. However, the biotech sector…
Josh Brown, CEO of Ritholtz Wealth Management, made a pointed claim on CNBC’s Halftime Report this week about large-cap biotech: “These are growth stocks where you don’t have to worry about disruption.…
