Is Pfizer's Golden Goose About to Lay a Different Egg?Pfizer, the pharmaceutical giant that became a household name
during the pandemic, now faces a pivotal moment.
Activist investor Starboard Value has taken a $1 billion
stake, signaling potential changes on the horizon. But
what does this mean for Pfizer's future?
The company that swiftly developed a COVID-19 vaccine
now grapples with declining sales and a tumbling
stock price. Starboard's involvement brings both challenge and
opportunity. Will this be the catalyst for Pfizer's
renaissance or a sign of deeper troubles ahead?
Former Pfizer executives have been approached to assist
in the turnaround effort. Their potential involvement adds
an intriguing layer to this unfolding story. Could
their experience and insight be the key to
unlocking Pfizer's next chapter of success and innovation?
As the pharmaceutical landscape evolves post-pandemic, Pfizer's
response to this pressure could set industry trends.
Cost-cutting, strategic refocusing and potential leadership changes loom
large. How will these moves impact drug development,
patient care, and the broader healthcare ecosystem?
For investors, patients, and industry watchers, Pfizer's
next moves are crucial. Will the company
emerge stronger, leaner, and more innovative? Or will
it struggle to find its footing in a
rapidly changing market? The answers to these questions
could reshape the future of global healthcare.
Medicaltechnology
Can AI Revolutionize Healthcare?The convergence of artificial intelligence (AI) and healthcare is ushering in a new era of medical innovation. As AI models continue to evolve, their potential to revolutionize patient care becomes increasingly evident. Google's Med-Gemini, a family of AI models specifically tailored for medical applications, represents a significant leap forward in this direction.
Google's Med-Gemini's advanced capabilities, including its ability to process complex medical data, reason effectively, and understand long-form text, have the potential to transform various aspects of healthcare. From generating radiology reports to analyzing pathology slides and predicting disease risk, Med-Gemini's applications are vast and far-reaching.
However, the integration of AI into healthcare raises important ethical considerations. As AI models become more sophisticated, it is crucial to address concerns related to bias, privacy, and the potential for job displacement. A balanced approach that emphasizes human-AI collaboration is essential to ensure that AI is used to augment rather than replace human expertise.
The future of healthcare is undoubtedly intertwined with the advancement of AI. By harnessing the power of AI, we can unlock new possibilities for improving patient outcomes, enhancing medical research, and revolutionizing the way we deliver healthcare. As we continue to explore the potential of AI in medicine, it is imperative to approach this journey with a sense of both excitement and responsibility.
LCTX gets upgrade and is technically setup LONGLCTX on the weekly chart here has been falling since late 2021 and found support at the bottom
of the high volume area of the volume profile and ranged between it and the POC line for the
past 18 months. The is a high end clinically active biotechnology firm using stem cells to
produce therapeutic cell lines . ( One experiment using the mammary glands of cows imbedded
with cells that make insulin to make a weak milk solution containing insulin and then
concentrate it for cheap insulin is quite remarkable- ) How about some special milk for
to have with your sugar buzz) see more in the here link en.wikipedia.org
Anyway, price rose into triple confluence- the anchored mean VWAP, the POC line, the upper
boundary of the high volume area. A new analysis targets 7. Smart money is paying attention.
My smart money is paying a lot of attention. I understand the science and the market that
LCTX could reach in due time. I am not an insider but close. Enough said. My target is the
tweezer tops of 2022 at 2.5 and so 65-70% upside in the near to intermediate term and after
that maybe the analysis will revise the target up or down I am guessing the former.
VINC update to previous ideas LONGVINC on the 15 minute chart was sideways at the top and put in a 20% short trade today which
was straightforward an easy. A 50% partial taken off at the mid-day counter trend then the
remainder of 50% off before the close. Idea is on the chart; see also the previous ideas.
Expecting a full reversal in the pre-market trading and a good intraday trade at least until
the NY lunch hour.
TSHA a medtech penny stock pumps on news and earnings LONGTSHA is a gene technology medical company which reported on its clinical trials for Rett
Syndrome which is a neurobehavioral disorder separate from others like autism or
schizophrenia. This could be a breakthrough medication for those who suffer from Rett.
TSHA102 could be heralded as a miracle treatment ( not a cure). Price had trended up
in February and then down in March and is now situated at the mean anchored VWAP.
Relative volumes are 5-10X the running mean. I am taking a sizeable position here based
also on my background as well as the forecasts of medical technology stocks as being hot right
now especially small caps. Risk is definitely on. TSHA has been selling off parts of its pipeline
to fortify its core. This tells me leadership is realistic and has a survival plan which is a big plus
in the world of young and small medical technology companies. The earnings report from
yesterday showed a big earnings beat and a transition from cash burning to positive earnings.
Part of this is from selling off part of its future. Nonetheless, that future may be very bright
with what remains. I believe that TSHA will consolidate and gain consensus as to fair value
but then resume bullish continuation. This may be a buy and hold until the next earnings while
watching for clinical trial news that will give a hint as to the growth path.
MRNA- a vaccine biotechnology stock LONGMRNA focuses on vaccine research and development and we are in the flu season an COVID is
lurking in the shadows and trying to make a comback. It had an excellent earnings report and
forward guidance. On the 60 minute chart, price has bounced up from a test of the anchored
VWAP and is at the level of the first upper VWAP while in side the high volume area of the
volume profile. The RSI is in the 60s. Bullish momentum is obvious. I will add to my ongoing
position here and again the next time I see a dip on the 15-30-minute chart. I look forward
to take a piece out of the position after the next earnings report in about 75 days. I have an
alert for relative volume when the running mean is exceeded on the 30 minute chart which
notify me to take a look at the chart. This is illustrated on this longer time frame chart about
the days around earnings but occurs from time to time from other events. As an aside, if NVAX
gets weak and develops fundamental challenges. MRNA is a potential rich uncle and could be
the leading candidate to do a takeover, friendly or otherwise.
Novavax- NVAX- Medical Technology Vaccine Focused LONGNVAX on the 15 minute chart has been compressing price action volatility into a symmetrical
triangle. It in now in a breakout of the triangle and in the process when from undervalued on
Monday to the upper trendline and then down to the support trendline and then up again.
It passed through the volume profile and its high volume area. In short, it has bullish
momentum capped off with a breakout from the high volume area into a bullflag to rest the
weekend. I am in this stock going and now is an opportunity to add to the position. If a trader
wants to know what I consider to be targets upside, let me know. Medical technology is
expected to be among the hottest of subsectors for 2024. NVAX has been beaten down. I
believe it has significant upside for the long term. in the short term, earnings are expected
on February 28th so this is a trade to consider on that run up. Call options for March 2 or March
16 can be considered.
SRZN great trend up this year then pullback can be bought LONGSRZN ona 30 minute chart is on a consistent trend up for three weeks with some minor normal
corrections while underway. Now is one of those pullbacks waiting for an entry.
Price is getting support from the first upper VWAP bandline confluent with the lower ascending
support line of the megaphone pattern. A megaphone pattern documents increasing volatility
in the price action. Volatility is profitable in trading the swings as a swing trade or even
intraday. I will take a long trade here targeting the top of the pattern or about
going from 12 to 15 being 25% upside.
LABU / LABD Ratio Anchored VWAP over /under LABU LONGOn the weekly chart a LABU / LABD ratio is plotted with anchored VWAP bands and a volume
profile overlaid. I wanted to analyze this to affirm the highest of prospects for the
Biotechnology sector for 2024. LABU is triple leveraged Up while LABD is the inverse Down.
A good unleveraged biotech ETF is XBI. The chart shows LABU in a VWAP band and breakout
through the hohg volume area and then over it beginning early November. Unusually high
relative volume and volatility ramped up about the same time.
I readily conclude that LABU is the buy right now with the ratio rising. It is a low beat ETF
with good range due to the leveraging and high forecasts for 2024. I will make buys on
LABU at regular intervals on a 60-120 minute time frame looking for the weekly lows.
I will set an alert for a falling ratio on the 3H to daily chart to assess should the supertrend
fade. I believe that this will be a safe low risk swing long trade.
ZBH a medical device company falls on earnings beat LONGZBH is a big global medical device company. It is old school. Aluminum titanium polymers, plates screws wires. Hollywood stars are familiar as it makes the devices for leg lengthening surgery. ( shortening is easy, lengthening not so much) I am familiar because in the past I have served as a consultant for this company. It business is mainly orthopedic elective surgery in supporting orthopedic surgeons serving their patients spine straightening to braces for after a neck fracture.
Not a surprise but a lot of surgeries were put off during Covid. So much that the catching up is still ongoing. This is part of the reason why healthcare and the medical technology sectors are expected to be among the hottest of 2024.
So much for fundamentals, the technical analysis support for a long trade is commented on the chart. On it you can see the trend since the last earnings. ZBH reported Thursday, January 7th.
with an earnings beat and a dip in preparation for a possible rip. The lunch hour of Thursday's session would be the next best time while another time is when you find another dip after you
have read this.
Want to trade and hedge your trade? Just take a trade in SYK and let them have a race. Cut the underperformer and use the proceeds to get more of the other. It's a very simple plan.
Want a broad trade in medical technology? Take a look at XBI or leveraged LABU.
LABU 3X leveraged Medical Technology LONGLABU over the past ten trading days has trended down from the top of the volume profile
to near the bottom. The Price-volume trend is flat showing accumulation/coiling.
The price momentum oscillator shows an uptrend suggestive of bullish divergence and
the volumes are stable at or above the running mean. I see this as a good long trade
as some if the ETF components are pumping through earnings. If you are interested
to know my thoughts on a call option setup, please leave a comment.