Biotech Pulse
Biotechs finally have a gust of wind in their sails.
In a space of 2 months, biotechs have gone from recording yearly lows in early October, to recording 2019 highs. The 25% surge has been a result of a relatively less threatening regulatory environment and a strengthening of acquisition and partnership activity.
The earlier articles, Healthcare On The March and 4 RNA Stocks For A Biotech Portfolio, emphasized why healthcare should begin to receive greater weight in portfolios as the risk of an industry restructuring has eased somewhat and a recent healthcare transparency plan by the administration was much milder than what it could have been. Also, as pharmaceutical companies continue acquiring biotechs or entering into large dollar partnerships with them, it has reassured investors and boosted confidence in biotech prospects. There is no doubt that scientific advances have been accumulating. But biotech valuations were held back and required a glimmer of regulatory relief and a shove from timely acquisitions.
Biotech has been a lagging sector and the recent spurt is making up for lost ground. As has been noted in prior articles over the past two months, we do believe there is a window of opportunity that exists for healthcare overall and biotechs, in particular, to perform relatively better than the broader market.
Neurology - A Complex Challenge
Over 350 years ago, Oxford-educated English physician Thomas Willis in his book Cerebri Anatome (The Anatomy of the Brain) meticulously laid out the various structures of the brain, and first introduced the word neurology or doctrine of the nerves, as he characterized it. Neurology is now the medical field of nervous system disorders. Such was the clinical acumen, prescience, and depth of masterful brain theories establishing astonishing links, that Willis is considered as the founding father of
